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PFG · 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.

PFGAXP
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.
  • PFG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterPFGAXP
Q3 20206 holders, $790m24 holders, $25.7bn
Q4 20205 holders, $958m21 holders, $30.8bn
Q1 20217 holders, $1.2bn24 holders, $36.9bn
Q2 20217 holders, $1.3bn21 holders, $42.9bn
Q3 20214 holders, $1.0bn26 holders, $42.0bn
Q4 20213 holders, $1.1bn27 holders, $39.7bn
Q1 20227 holders, $1.4bn20 holders, $45.0bn
Q2 20225 holders, $1.3bn36 holders, $33.2bn
Q3 20223 holders, $1.2bn35 holders, $32.3bn
Q4 20228 holders, $1.0bn35 holders, $34.4bn
Q1 20236 holders, $958m32 holders, $38.7bn
Q2 20237 holders, $1.1bn30 holders, $40.1bn
Q3 20237 holders, $1.2bn34 holders, $34.1bn
Q4 202310 holders, $1.1bn28 holders, $42.5bn
Q1 202414 holders, $1.3bn33 holders, $52.6bn
Q2 202412 holders, $1.0bn31 holders, $52.6bn
Q3 202412 holders, $1.3bn30 holders, $60.7bn
Q4 20249 holders, $890m26 holders, $65.8bn
Q1 202513 holders, $892m33 holders, $59.9bn
Q2 202513 holders, $274m29 holders, $69.4bn
Q3 202513 holders, $382m30 holders, $70.8bn
Q4 20258 holders, $441m31 holders, $77.2bn
Q1 20264 holders, $800m33 holders, $61.2bn
Q2 20264 holders, $1.3bn30 holders, $65.4bn
PFG

Principal Financial Group In

Holders
14
Reported value
$1.3bn
Buyers
13
Sellers
3

Breadth +10 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 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PFG (7)

Acadian Asset Management LLC, Capital Research Global Investors, ExodusPoint Capital Management LP, Marshall Wace LLP, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp

Only AXP (26)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, 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, 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, T. Rowe Price Associates Inc, Two Sigma Investments LP, Walleye Capital LLC, and 1 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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