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EG · 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.

EGAXP
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.
  • EG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterEGAXP
Q3 20208 holders, $779m24 holders, $25.7bn
Q4 20208 holders, $775m21 holders, $30.8bn
Q1 20218 holders, $757m24 holders, $36.9bn
Q2 202111 holders, $936m21 holders, $42.9bn
Q3 20219 holders, $791m26 holders, $42.0bn
Q4 202110 holders, $971m27 holders, $39.7bn
Q1 20229 holders, $830m20 holders, $45.0bn
Q2 20229 holders, $844m36 holders, $33.2bn
Q3 202211 holders, $769m35 holders, $32.3bn
Q4 202211 holders, $1.1bn35 holders, $34.4bn
Q1 202314 holders, $1.2bn32 holders, $38.7bn
Q2 202319 holders, $2.0bn30 holders, $40.1bn
Q3 202321 holders, $2.4bn34 holders, $34.1bn
Q4 202316 holders, $1.9bn28 holders, $42.5bn
Q1 202412 holders, $2.5bn33 holders, $52.6bn
Q2 20249 holders, $2.6bn31 holders, $52.6bn
Q3 202415 holders, $2.0bn30 holders, $60.7bn
Q4 202417 holders, $1.8bn26 holders, $65.8bn
Q1 202515 holders, $1.6bn33 holders, $59.9bn
Q2 202514 holders, $1.5bn29 holders, $69.4bn
Q3 202512 holders, $1.8bn30 holders, $70.8bn
Q4 202513 holders, $1.8bn31 holders, $77.2bn
Q1 202613 holders, $1.5bn33 holders, $61.2bn
Q2 202614 holders, $2.1bn30 holders, $65.4bn
EG

Everest Group LTD

Holders
15
Reported value
$2.0bn
Buyers
9
Sellers
6

Breadth +3 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
30
Reported value
$60.7bn
Buyers
16
Sellers
12

Breadth +4 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EG (5)

Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC, Woodline Partners LP

Only AXP (20)

Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Walleye Capital LLC

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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