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EVR · 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.

EVRAXP
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.
  • EVR
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterEVRAXP
Q3 20205 holders, $53m24 holders, $25.7bn
Q4 20205 holders, $54m21 holders, $30.8bn
Q1 20218 holders, $196m24 holders, $36.9bn
Q2 20216 holders, $48m21 holders, $42.9bn
Q3 20219 holders, $227m26 holders, $42.0bn
Q4 20217 holders, $211m27 holders, $39.7bn
Q1 20229 holders, $134m20 holders, $45.0bn
Q2 202210 holders, $125m36 holders, $33.2bn
Q3 20227 holders, $77m35 holders, $32.3bn
Q4 20226 holders, $264m35 holders, $34.4bn
Q1 20237 holders, $231m32 holders, $38.7bn
Q2 20236 holders, $160m30 holders, $40.1bn
Q3 20237 holders, $324m34 holders, $34.1bn
Q4 202310 holders, $550m28 holders, $42.5bn
Q1 20247 holders, $390m33 holders, $52.6bn
Q2 20248 holders, $606m31 holders, $52.6bn
Q3 202414 holders, $1.2bn30 holders, $60.7bn
Q4 202412 holders, $1.1bn26 holders, $65.8bn
Q1 202518 holders, $690m33 holders, $59.9bn
Q2 202512 holders, $1.5bn29 holders, $69.4bn
Q3 202515 holders, $1.9bn30 holders, $70.8bn
Q4 202513 holders, $2.0bn31 holders, $77.2bn
Q1 202615 holders, $1.5bn33 holders, $61.2bn
Q2 202616 holders, $2.1bn30 holders, $65.4bn
EVR

Evercore Inc

Holders
10
Reported value
$550m
Buyers
6
Sellers
4

Breadth +2 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 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EVR (5)

Bridgewater Associates LP, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Winton Group Ltd

Only AXP (23)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, 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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