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UNM · 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.

UNMAXP
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.
  • UNM
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterUNMAXP
Q3 202010 holders, $491m24 holders, $25.7bn
Q4 202011 holders, $621m21 holders, $30.8bn
Q1 20217 holders, $675m24 holders, $36.9bn
Q2 20218 holders, $766m21 holders, $42.9bn
Q3 202112 holders, $717m26 holders, $42.0bn
Q4 20219 holders, $264m27 holders, $39.7bn
Q1 202212 holders, $822m20 holders, $45.0bn
Q2 202210 holders, $994m36 holders, $33.2bn
Q3 202212 holders, $1.2bn35 holders, $32.3bn
Q4 202213 holders, $1.2bn35 holders, $34.4bn
Q1 202319 holders, $1.1bn32 holders, $38.7bn
Q2 202315 holders, $1.3bn30 holders, $40.1bn
Q3 202313 holders, $1.3bn34 holders, $34.1bn
Q4 202314 holders, $1.1bn28 holders, $42.5bn
Q1 202415 holders, $1.5bn33 holders, $52.6bn
Q2 20249 holders, $1.3bn31 holders, $52.6bn
Q3 202413 holders, $1.4bn30 holders, $60.7bn
Q4 202416 holders, $1.4bn26 holders, $65.8bn
Q1 202516 holders, $1.3bn33 holders, $59.9bn
Q2 202514 holders, $1.2bn29 holders, $69.4bn
Q3 202513 holders, $1.1bn30 holders, $70.8bn
Q4 202515 holders, $1.2bn31 holders, $77.2bn
Q1 202617 holders, $1.4bn33 holders, $61.2bn
Q2 202617 holders, $1.9bn30 holders, $65.4bn
UNM

Unum Group

Holders
14
Reported value
$1.1bn
Buyers
12
Sellers
3

Breadth +9 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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UNM (7)

Acadian Asset Management LLC, Bridgewater Associates LP, Maverick Capital Ltd, Quantbot Technologies LP, Two Sigma Advisers LP, Voloridge Investment Management LLC, Winton Group Ltd

Only AXP (21)

AllianceBernstein 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, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, 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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