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MS · 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.

MSAXP
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.
  • MS
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMSAXP
Q3 202034 holders, $8.9bn24 holders, $25.7bn
Q4 202028 holders, $15.5bn21 holders, $30.8bn
Q1 202133 holders, $16.4bn24 holders, $36.9bn
Q2 202127 holders, $18.8bn21 holders, $42.9bn
Q3 202128 holders, $20.9bn26 holders, $42.0bn
Q4 202127 holders, $18.2bn27 holders, $39.7bn
Q1 202225 holders, $15.5bn20 holders, $45.0bn
Q2 202227 holders, $13.1bn36 holders, $33.2bn
Q3 202221 holders, $14.4bn35 holders, $32.3bn
Q4 202222 holders, $15.1bn35 holders, $34.4bn
Q1 202317 holders, $16.7bn32 holders, $38.7bn
Q2 202323 holders, $15.1bn30 holders, $40.1bn
Q3 202320 holders, $12.7bn34 holders, $34.1bn
Q4 202321 holders, $13.1bn28 holders, $42.5bn
Q1 202424 holders, $13.1bn33 holders, $52.6bn
Q2 202424 holders, $13.6bn31 holders, $52.6bn
Q3 202425 holders, $14.4bn30 holders, $60.7bn
Q4 202425 holders, $17.7bn26 holders, $65.8bn
Q1 202527 holders, $14.6bn33 holders, $59.9bn
Q2 202526 holders, $17.4bn29 holders, $69.4bn
Q3 202533 holders, $20.8bn30 holders, $70.8bn
Q4 202533 holders, $22.3bn31 holders, $77.2bn
Q1 202634 holders, $19.8bn33 holders, $61.2bn
Q2 202632 holders, $25.5bn30 holders, $65.4bn
MS

Morgan Stanley

Holders
24
Reported value
$13.1bn
Buyers
16
Sellers
8

Breadth +8 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MS (6)

Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Marshall Wace LLP, Moore Capital Management LP, Rokos Capital Management LLP

Only AXP (15)

Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Markel Group Inc, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment Management 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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