L3VLUP
ProSign in

LAZ · 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.

LAZAXP
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.
  • LAZ
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterLAZAXP
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 2022none listed holders, n.a.20 holders, $45.0bn
Q2 2022none listed holders, n.a.36 holders, $33.2bn
Q3 2022none listed holders, n.a.35 holders, $32.3bn
Q4 2022none listed holders, n.a.35 holders, $34.4bn
Q1 2023none listed holders, n.a.32 holders, $38.7bn
Q2 2023none listed holders, n.a.30 holders, $40.1bn
Q3 2023none listed holders, n.a.34 holders, $34.1bn
Q4 2023none listed holders, n.a.28 holders, $42.5bn
Q1 20249 holders, $152m33 holders, $52.6bn
Q2 20248 holders, $277m31 holders, $52.6bn
Q3 202410 holders, $962m30 holders, $60.7bn
Q4 20246 holders, $400m26 holders, $65.8bn
Q1 20258 holders, $1.0bn33 holders, $59.9bn
Q2 20259 holders, $1.1bn29 holders, $69.4bn
Q3 20257 holders, $1.2bn30 holders, $70.8bn
Q4 20257 holders, $1.2bn31 holders, $77.2bn
Q1 20267 holders, $610m33 holders, $61.2bn
Q2 20266 holders, $554m30 holders, $65.4bn
LAZ

Lazard Inc

New listing

Holders
9
Reported value
$152m
Buyers
9
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

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

Only LAZ (5)

PDT Partners LLC, Quantbot Technologies LP, Soros Fund Management LLC, Southeastern Asset Management Inc, Two Sigma Advisers LP

Only AXP (29)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, 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, Invesco Ltd, Jane Street Group LLC, Man Group PLC, 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, T. Rowe Price Associates Inc, Verition Fund Management LLC, and 4 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.

Back to the 13F Explorer →