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JXN · 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.

JXNAXP
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.
  • JXN
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterJXNAXP
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 20217 holders, $187m26 holders, $42.0bn
Q4 20216 holders, $298m27 holders, $39.7bn
Q1 20228 holders, $311m20 holders, $45.0bn
Q2 20225 holders, $200m36 holders, $33.2bn
Q3 20228 holders, $390m35 holders, $32.3bn
Q4 202210 holders, $488m35 holders, $34.4bn
Q1 20239 holders, $523m32 holders, $38.7bn
Q2 202312 holders, $418m30 holders, $40.1bn
Q3 202310 holders, $400m34 holders, $34.1bn
Q4 20239 holders, $425m28 holders, $42.5bn
Q1 202410 holders, $348m33 holders, $52.6bn
Q2 202410 holders, $261m31 holders, $52.6bn
Q3 20245 holders, $297m30 holders, $60.7bn
Q4 20247 holders, $267m26 holders, $65.8bn
Q1 20259 holders, $269m33 holders, $59.9bn
Q2 20257 holders, $254m29 holders, $69.4bn
Q3 202510 holders, $343m30 holders, $70.8bn
Q4 20259 holders, $421m31 holders, $77.2bn
Q1 20268 holders, $328m33 holders, $61.2bn
Q2 20268 holders, $312m30 holders, $65.4bn
JXN

Jackson Financial Inc

Holders
10
Reported value
$348m
Buyers
7
Sellers
3

Breadth +4 among 93 comparable managers.

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

Only JXN (5)

Acadian Asset Management LLC, Capital World Investors, Caxton Associates LLP, Quantbot Technologies LP, Woodline Partners LP

Only AXP (28)

AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP, and 3 more

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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