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FHI · 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.

FHIAXP
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.
  • FHI
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterFHIAXP
Q3 20209 holders, $77m24 holders, $25.7bn
Q4 202010 holders, $121m21 holders, $30.8bn
Q1 20215 holders, $81m24 holders, $36.9bn
Q2 20215 holders, $84m21 holders, $42.9bn
Q3 20217 holders, $77m26 holders, $42.0bn
Q4 20213 holders, $26m27 holders, $39.7bn
Q1 20222 holders, $12m20 holders, $45.0bn
Q2 20222 holders, $44m36 holders, $33.2bn
Q3 20224 holders, $36m35 holders, $32.3bn
Q4 20225 holders, $43m35 holders, $34.4bn
Q1 20236 holders, $64m32 holders, $38.7bn
Q2 20238 holders, $68m30 holders, $40.1bn
Q3 20239 holders, $132m34 holders, $34.1bn
Q4 202312 holders, $136m28 holders, $42.5bn
Q1 20249 holders, $132m33 holders, $52.6bn
Q2 20249 holders, $164m31 holders, $52.6bn
Q3 20248 holders, $199m30 holders, $60.7bn
Q4 202411 holders, $267m26 holders, $65.8bn
Q1 20257 holders, $180m33 holders, $59.9bn
Q2 20259 holders, $270m29 holders, $69.4bn
Q3 20258 holders, $251m30 holders, $70.8bn
Q4 20257 holders, $253m31 holders, $77.2bn
Q1 20266 holders, $233m33 holders, $61.2bn
Q2 20264 holders, $133m30 holders, $65.4bn
FHI

Federated Hermes Inc

Holders
12
Reported value
$136m
Buyers
10
Sellers
2

Breadth +8 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 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FHI (6)

Bridgewater Associates LP, ExodusPoint Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC

Only AXP (22)

AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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