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BHF · 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.

BHFAXP
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.
  • BHF
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterBHFAXP
Q3 20207 holders, $358m24 holders, $25.7bn
Q4 20208 holders, $463m21 holders, $30.8bn
Q1 20219 holders, $593m24 holders, $36.9bn
Q2 20215 holders, $564m21 holders, $42.9bn
Q3 20217 holders, $558m26 holders, $42.0bn
Q4 20217 holders, $640m27 holders, $39.7bn
Q1 20228 holders, $623m20 holders, $45.0bn
Q2 20227 holders, $459m36 holders, $33.2bn
Q3 20226 holders, $469m35 holders, $32.3bn
Q4 20226 holders, $551m35 holders, $34.4bn
Q1 20235 holders, $453m32 holders, $38.7bn
Q2 20237 holders, $480m30 holders, $40.1bn
Q3 20235 holders, $495m34 holders, $34.1bn
Q4 20236 holders, $524m28 holders, $42.5bn
Q1 202410 holders, $667m33 holders, $52.6bn
Q2 20249 holders, $465m31 holders, $52.6bn
Q3 20248 holders, $473m30 holders, $60.7bn
Q4 20249 holders, $502m26 holders, $65.8bn
Q1 202516 holders, $525m33 holders, $59.9bn
Q2 202513 holders, $428m29 holders, $69.4bn
Q3 20257 holders, $332m30 holders, $70.8bn
Q4 20255 holders, $261m31 holders, $77.2bn
Q1 20267 holders, $342m33 holders, $61.2bn
Q2 20264 holders, $255m30 holders, $65.4bn
BHF

Brighthouse Finl Inc

Holders
9
Reported value
$465m
Buyers
4
Sellers
5

Breadth -1 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
31
Reported value
$52.6bn
Buyers
13
Sellers
16

Breadth -3 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 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 BHF (7)

Caxton Associates LLP, Greenlight Capital, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Winton Group Ltd, Woodline Partners LP

Only AXP (29)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, 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.

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