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ORI · 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.

ORIAXP
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.
  • ORI
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterORIAXP
Q3 202011 holders, $198m24 holders, $25.7bn
Q4 20205 holders, $106m21 holders, $30.8bn
Q1 20217 holders, $126m24 holders, $36.9bn
Q2 20216 holders, $99m21 holders, $42.9bn
Q3 20217 holders, $135m26 holders, $42.0bn
Q4 20217 holders, $196m27 holders, $39.7bn
Q1 20227 holders, $163m20 holders, $45.0bn
Q2 20228 holders, $121m36 holders, $33.2bn
Q3 20225 holders, $83m35 holders, $32.3bn
Q4 20225 holders, $69m35 holders, $34.4bn
Q1 20235 holders, $70m32 holders, $38.7bn
Q2 20233 holders, $52m30 holders, $40.1bn
Q3 20235 holders, $128m34 holders, $34.1bn
Q4 20239 holders, $181m28 holders, $42.5bn
Q1 20245 holders, $195m33 holders, $52.6bn
Q2 20246 holders, $181m31 holders, $52.6bn
Q3 20246 holders, $216m30 holders, $60.7bn
Q4 20247 holders, $232m26 holders, $65.8bn
Q1 20257 holders, $257m33 holders, $59.9bn
Q2 20255 holders, $295m29 holders, $69.4bn
Q3 20254 holders, $355m30 holders, $70.8bn
Q4 20253 holders, $365m31 holders, $77.2bn
Q1 20264 holders, $249m33 holders, $61.2bn
Q2 20264 holders, $236m30 holders, $65.4bn
ORI

Old Rep Intl Corp

Holders
9
Reported value
$181m
Buyers
8
Sellers
1

Breadth +7 among 93 comparable managers.

InsuranceFinancial 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 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ORI (4)

Acadian Asset Management LLC, ExodusPoint Capital Management LP, Tudor Investment Corp, Verition Fund Management LLC

Only AXP (23)

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), GAMCO Investors Inc, 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, 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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