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IBKR · 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.

IBKRAXP
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.
  • IBKR
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterIBKRAXP
Q3 20206 holders, $277m24 holders, $25.7bn
Q4 20205 holders, $265m21 holders, $30.8bn
Q1 202110 holders, $435m24 holders, $36.9bn
Q2 20218 holders, $283m21 holders, $42.9bn
Q3 20215 holders, $162m26 holders, $42.0bn
Q4 202110 holders, $543m27 holders, $39.7bn
Q1 20229 holders, $556m20 holders, $45.0bn
Q2 202212 holders, $502m36 holders, $33.2bn
Q3 202211 holders, $544m35 holders, $32.3bn
Q4 20229 holders, $389m35 holders, $34.4bn
Q1 20238 holders, $308m32 holders, $38.7bn
Q2 202310 holders, $353m30 holders, $40.1bn
Q3 202311 holders, $382m34 holders, $34.1bn
Q4 20238 holders, $512m28 holders, $42.5bn
Q1 20247 holders, $763m33 holders, $52.6bn
Q2 20248 holders, $1.0bn31 holders, $52.6bn
Q3 202412 holders, $1.0bn30 holders, $60.7bn
Q4 202415 holders, $1.3bn26 holders, $65.8bn
Q1 202518 holders, $1.5bn33 holders, $59.9bn
Q2 202516 holders, $2.5bn29 holders, $69.4bn
Q3 202515 holders, $3.0bn30 holders, $70.8bn
Q4 202519 holders, $2.9bn31 holders, $77.2bn
Q1 202617 holders, $3.9bn33 holders, $61.2bn
Q2 202624 holders, $5.6bn30 holders, $65.4bn
IBKR

Interactive Brokers Group Inc

Holders
8
Reported value
$512m
Buyers
7
Sellers
1

Breadth +6 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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IBKR (3)

Bridgewater Associates LP, Marshall Wace LLP, Soros Fund Management LLC

Only AXP (23)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital 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), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, 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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