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CBOE · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CBOEAXP
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CBOE
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterCBOEAXP
Q3 202016 holders, $2.2bn24 holders, $25.7bn
Q4 202011 holders, $2.1bn21 holders, $30.8bn
Q1 202114 holders, $2.1bn24 holders, $36.9bn
Q2 202110 holders, $2.4bn21 holders, $42.9bn
Q3 202110 holders, $2.3bn26 holders, $42.0bn
Q4 202116 holders, $2.2bn27 holders, $39.7bn
Q1 202219 holders, $2.0bn20 holders, $45.0bn
Q2 202218 holders, $2.0bn36 holders, $33.2bn
Q3 202216 holders, $1.7bn35 holders, $32.3bn
Q4 202220 holders, $1.8bn35 holders, $34.4bn
Q1 202316 holders, $2.0bn32 holders, $38.7bn
Q2 202316 holders, $2.1bn30 holders, $40.1bn
Q3 202317 holders, $2.3bn34 holders, $34.1bn
Q4 202319 holders, $2.7bn28 holders, $42.5bn
Q1 202416 holders, $2.3bn33 holders, $52.6bn
Q2 202417 holders, $2.1bn31 holders, $52.6bn
Q3 202417 holders, $2.6bn30 holders, $60.7bn
Q4 202415 holders, $2.8bn26 holders, $65.8bn
Q1 202520 holders, $4.3bn33 holders, $59.9bn
Q2 202522 holders, $5.0bn29 holders, $69.4bn
Q3 202521 holders, $4.8bn30 holders, $70.8bn
Q4 202513 holders, $4.4bn31 holders, $77.2bn
Q1 202617 holders, $4.6bn33 holders, $61.2bn
Q2 202614 holders, $3.8bn30 holders, $65.4bn
CBOE

Cboe HLDGS Inc

Holders
19
Reported value
$2.7bn
Buyers
10
Sellers
9

Breadth +1 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
28
Reported value
$42.5bn
Buyers
11
Sellers
16

Breadth -5 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CBOE (8)

Acadian Asset Management LLC, Marshall Wace LLP, Renaissance Technologies LLC, Soros Fund Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd

Only AXP (17)

Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, Neuberger Berman Group LLC, Squarepoint Ops LLC, Walleye Capital LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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