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WTW · 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.

WTWAXP
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.
  • WTW
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterWTWAXP
Q3 202026 holders, $5.6bn24 holders, $25.7bn
Q4 202028 holders, $4.7bn21 holders, $30.8bn
Q1 202126 holders, $5.6bn24 holders, $36.9bn
Q2 202124 holders, $5.1bn21 holders, $42.9bn
Q3 202124 holders, $4.8bn26 holders, $42.0bn
Q4 202125 holders, $5.5bn27 holders, $39.7bn
Q1 202222 holders, $6.5bn20 holders, $45.0bn
Q2 202221 holders, $6.0bn36 holders, $33.2bn
Q3 202219 holders, $6.3bn35 holders, $32.3bn
Q4 202218 holders, $7.6bn35 holders, $34.4bn
Q1 202322 holders, $7.4bn32 holders, $38.7bn
Q2 202315 holders, $7.4bn30 holders, $40.1bn
Q3 202318 holders, $6.8bn34 holders, $34.1bn
Q4 202322 holders, $7.8bn28 holders, $42.5bn
Q1 202422 holders, $8.6bn33 holders, $52.6bn
Q2 202422 holders, $8.1bn31 holders, $52.6bn
Q3 202424 holders, $8.7bn30 holders, $60.7bn
Q4 202420 holders, $9.2bn26 holders, $65.8bn
Q1 202520 holders, $10.0bn33 holders, $59.9bn
Q2 202522 holders, $9.6bn29 holders, $69.4bn
Q3 202516 holders, $11.4bn30 holders, $70.8bn
Q4 202515 holders, $11.5bn31 holders, $77.2bn
Q1 202621 holders, $11.7bn33 holders, $61.2bn
Q2 202613 holders, $10.3bn30 holders, $65.4bn
WTW

Willis Towers Watson Pub LTD

Holders
22
Reported value
$8.6bn
Buyers
8
Sellers
11

Breadth -3 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 WTW (7)

Acadian Asset Management LLC, Balyasny Asset Management LLC, Baupost Group LLC, Capital Research Global Investors, Hudson Bay Capital Management LP, Quantbot Technologies LP, Viking Global Investors LP

Only AXP (18)

Arrowstreet Capital LP, Berkshire Hathaway Inc, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, 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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