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XP · 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.

XPAXP
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.
  • XP
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterXPAXP
Q3 20208 holders, $1.8bn24 holders, $25.7bn
Q4 202011 holders, $2.4bn21 holders, $30.8bn
Q1 20217 holders, $2.2bn24 holders, $36.9bn
Q2 20216 holders, $2.5bn21 holders, $42.9bn
Q3 202110 holders, $2.4bn26 holders, $42.0bn
Q4 202110 holders, $2.1bn27 holders, $39.7bn
Q1 202211 holders, $2.5bn20 holders, $45.0bn
Q2 20229 holders, $1.4bn36 holders, $33.2bn
Q3 20229 holders, $1.7bn35 holders, $32.3bn
Q4 202210 holders, $1.4bn35 holders, $34.4bn
Q1 20239 holders, $1.1bn32 holders, $38.7bn
Q2 20237 holders, $2.1bn30 holders, $40.1bn
Q3 202310 holders, $1.9bn34 holders, $34.1bn
Q4 202318 holders, $2.5bn28 holders, $42.5bn
Q1 202414 holders, $2.8bn33 holders, $52.6bn
Q2 20249 holders, $1.5bn31 holders, $52.6bn
Q3 202410 holders, $1.4bn30 holders, $60.7bn
Q4 20247 holders, $1.0bn26 holders, $65.8bn
Q1 20256 holders, $1.3bn33 holders, $59.9bn
Q2 202510 holders, $2.2bn29 holders, $69.4bn
Q3 20259 holders, $1.9bn30 holders, $70.8bn
Q4 20259 holders, $1.6bn31 holders, $77.2bn
Q1 202611 holders, $1.7bn33 holders, $61.2bn
Q2 202612 holders, $1.5bn30 holders, $65.4bn
XP

XP Inc

Holders
18
Reported value
$2.5bn
Buyers
15
Sellers
4

Breadth +11 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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only XP (10)

Acadian Asset Management LLC, Capital World Investors, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Marshall Wace LLP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Voloridge Investment Management LLC

Only AXP (20)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Caxton Associates LLP, Eisler Capital Management Ltd, 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, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, 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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