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APO · 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.

APOAXP
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.
  • APO
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterAPOAXP
Q3 2020none listed holders, n.a.24 holders, $25.7bn
Q4 2020none listed holders, n.a.21 holders, $30.8bn
Q1 2021none listed holders, n.a.24 holders, $36.9bn
Q2 2021none listed holders, n.a.21 holders, $42.9bn
Q3 2021none listed holders, n.a.26 holders, $42.0bn
Q4 2021none listed holders, n.a.27 holders, $39.7bn
Q1 202213 holders, $3.8bn20 holders, $45.0bn
Q2 202210 holders, $3.0bn36 holders, $33.2bn
Q3 202214 holders, $2.8bn35 holders, $32.3bn
Q4 202213 holders, $3.8bn35 holders, $34.4bn
Q1 202312 holders, $4.0bn32 holders, $38.7bn
Q2 202311 holders, $5.3bn30 holders, $40.1bn
Q3 202321 holders, $7.2bn34 holders, $34.1bn
Q4 202322 holders, $8.0bn28 holders, $42.5bn
Q1 202423 holders, $10.0bn33 holders, $52.6bn
Q2 202427 holders, $11.6bn31 holders, $52.6bn
Q3 202425 holders, $12.6bn30 holders, $60.7bn
Q4 202424 holders, $15.8bn26 holders, $65.8bn
Q1 202526 holders, $11.5bn33 holders, $59.9bn
Q2 202523 holders, $11.7bn29 holders, $69.4bn
Q3 202517 holders, $11.4bn30 holders, $70.8bn
Q4 202513 holders, $12.0bn31 holders, $77.2bn
Q1 202617 holders, $9.2bn33 holders, $61.2bn
Q2 202617 holders, $9.6bn30 holders, $65.4bn
APO

Apollo Global MGMT Inc

Holders
23
Reported value
$10.0bn
Buyers
12
Sellers
9

Breadth +3 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 APO (10)

Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Third Point LLC, Tiger Global Management LLC

Only AXP (20)

Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Citadel Advisors LLC, Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management 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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