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RJF · 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.

RJFAXP
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.
  • RJF
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterRJFAXP
Q3 20207 holders, $801m24 holders, $25.7bn
Q4 20208 holders, $1.0bn21 holders, $30.8bn
Q1 20216 holders, $1.2bn24 holders, $36.9bn
Q2 20215 holders, $1.1bn21 holders, $42.9bn
Q3 20218 holders, $1.2bn26 holders, $42.0bn
Q4 202112 holders, $1.2bn27 holders, $39.7bn
Q1 202210 holders, $2.3bn20 holders, $45.0bn
Q2 20228 holders, $1.9bn36 holders, $33.2bn
Q3 20229 holders, $2.1bn35 holders, $32.3bn
Q4 202210 holders, $2.6bn35 holders, $34.4bn
Q1 202310 holders, $2.5bn32 holders, $38.7bn
Q2 20238 holders, $2.7bn30 holders, $40.1bn
Q3 20238 holders, $2.4bn34 holders, $34.1bn
Q4 20238 holders, $2.7bn28 holders, $42.5bn
Q1 20249 holders, $3.0bn33 holders, $52.6bn
Q2 20247 holders, $2.6bn31 holders, $52.6bn
Q3 202411 holders, $3.0bn30 holders, $60.7bn
Q4 202411 holders, $3.5bn26 holders, $65.8bn
Q1 202510 holders, $3.1bn33 holders, $59.9bn
Q2 202510 holders, $3.3bn29 holders, $69.4bn
Q3 202510 holders, $3.7bn30 holders, $70.8bn
Q4 202513 holders, $3.4bn31 holders, $77.2bn
Q1 202611 holders, $3.2bn33 holders, $61.2bn
Q2 202613 holders, $3.2bn30 holders, $65.4bn
RJF

Raymond James Financial Inc

Holders
8
Reported value
$2.7bn
Buyers
5
Sellers
2

Breadth +3 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 30 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RJF (2)

Marshall Wace LLP, Voloridge Investment Management LLC

Only AXP (22)

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

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.

Back to the 13F Explorer →