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AMP · 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.

AMPAXP
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.
  • AMP
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterAMPAXP
Q3 20206 holders, $235m24 holders, $25.7bn
Q4 202013 holders, $211m21 holders, $30.8bn
Q1 202113 holders, $667m24 holders, $36.9bn
Q2 202113 holders, $872m21 holders, $42.9bn
Q3 202117 holders, $1.0bn26 holders, $42.0bn
Q4 202118 holders, $1.5bn27 holders, $39.7bn
Q1 202216 holders, $1.5bn20 holders, $45.0bn
Q2 202211 holders, $635m36 holders, $33.2bn
Q3 202213 holders, $764m35 holders, $32.3bn
Q4 202218 holders, $1.7bn35 holders, $34.4bn
Q1 202316 holders, $1.4bn32 holders, $38.7bn
Q2 202318 holders, $1.5bn30 holders, $40.1bn
Q3 202317 holders, $1.7bn34 holders, $34.1bn
Q4 202313 holders, $1.8bn28 holders, $42.5bn
Q1 202419 holders, $2.0bn33 holders, $52.6bn
Q2 202413 holders, $1.8bn31 holders, $52.6bn
Q3 202412 holders, $1.5bn30 holders, $60.7bn
Q4 202412 holders, $1.6bn26 holders, $65.8bn
Q1 202513 holders, $1.1bn33 holders, $59.9bn
Q2 202513 holders, $1.3bn29 holders, $69.4bn
Q3 202520 holders, $2.0bn30 holders, $70.8bn
Q4 202520 holders, $2.9bn31 holders, $77.2bn
Q1 202622 holders, $2.8bn33 holders, $61.2bn
Q2 202618 holders, $2.0bn30 holders, $65.4bn
AMP

Ameriprise Finl Inc

Holders
19
Reported value
$2.0bn
Buyers
12
Sellers
5

Breadth +7 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
33
Reported value
$52.6bn
Buyers
17
Sellers
15

Breadth +2 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMP (10)

AQR Capital Management LLC, Balyasny Asset Management LLC, Capital World Investors, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Viking Global Investors LP, Woodline Partners LP

Only AXP (24)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

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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