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WD · 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.

WDAXP
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.
  • WD
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterWDAXP
Q3 20201 holders, $1.9m24 holders, $25.7bn
Q4 20202 holders, $150m21 holders, $30.8bn
Q1 20213 holders, $175m24 holders, $36.9bn
Q2 20211 holders, $197m21 holders, $42.9bn
Q3 20212 holders, $218m26 holders, $42.0bn
Q4 20212 holders, $290m27 holders, $39.7bn
Q1 20222 holders, $256m20 holders, $45.0bn
Q2 20222 holders, $194m36 holders, $33.2bn
Q3 20222 holders, $168m35 holders, $32.3bn
Q4 20222 holders, $159m35 holders, $34.4bn
Q1 20232 holders, $158m32 holders, $38.7bn
Q2 20231 holders, $167m30 holders, $40.1bn
Q3 20232 holders, $179m34 holders, $34.1bn
Q4 20231 holders, $226m28 holders, $42.5bn
Q1 20243 holders, $204m33 holders, $52.6bn
Q2 20242 holders, $306m31 holders, $52.6bn
Q3 20244 holders, $363m30 holders, $60.7bn
Q4 20243 holders, $288m26 holders, $65.8bn
Q1 20255 holders, $253m33 holders, $59.9bn
Q2 20256 holders, $196m29 holders, $69.4bn
Q3 20254 holders, $232m30 holders, $70.8bn
Q4 20252 holders, $72m31 holders, $77.2bn
Q1 20263 holders, $133m33 holders, $61.2bn
Q2 20264 holders, $68m30 holders, $65.4bn
WD

Walker & Dunlop Inc

Holders
2
Reported value
$306m
Buyers
1
Sellers
1

Breadth 0 among 94 comparable managers.

Other financial servicesFinancial 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 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WD (0)

None.

Only AXP (29)

Acadian Asset Management LLC, 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., Dodge & Cox, 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, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, 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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