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MRSH · 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.

MRSHAXP
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.
  • MRSH
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMRSHAXP
Q3 202021 holders, $12.5bn24 holders, $25.7bn
Q4 202025 holders, $13.5bn21 holders, $30.8bn
Q1 202123 holders, $14.2bn24 holders, $36.9bn
Q2 202125 holders, $16.2bn21 holders, $42.9bn
Q3 202126 holders, $16.5bn26 holders, $42.0bn
Q4 202127 holders, $17.9bn27 holders, $39.7bn
Q1 202226 holders, $17.2bn20 holders, $45.0bn
Q2 202225 holders, $15.2bn36 holders, $33.2bn
Q3 202228 holders, $13.6bn35 holders, $32.3bn
Q4 202227 holders, $14.6bn35 holders, $34.4bn
Q1 202330 holders, $14.8bn32 holders, $38.7bn
Q2 202327 holders, $16.4bn30 holders, $40.1bn
Q3 202327 holders, $16.5bn34 holders, $34.1bn
Q4 202321 holders, $16.5bn28 holders, $42.5bn
Q1 202425 holders, $17.8bn33 holders, $52.6bn
Q2 202426 holders, $18.3bn31 holders, $52.6bn
Q3 202428 holders, $19.2bn30 holders, $60.7bn
Q4 202430 holders, $18.5bn26 holders, $65.8bn
Q1 202525 holders, $22.7bn33 holders, $59.9bn
Q2 202531 holders, $21.5bn29 holders, $69.4bn
Q3 202530 holders, $19.9bn30 holders, $70.8bn
Q4 202530 holders, $18.2bn31 holders, $77.2bn
Q1 202623 holders, $18.4bn33 holders, $61.2bn
Q2 202624 holders, $17.9bn30 holders, $65.4bn
MRSH

Marsh & Mclennan Cos Inc

Holders
25
Reported value
$17.8bn
Buyers
15
Sellers
11

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

Only MRSH (9)

Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Tudor Investment Corp

Only AXP (17)

Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Millennium Management LLC, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Walleye Capital LLC, 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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