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IBKR · 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.

IBKRAXP
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.
  • IBKR
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterIBKRAXP
Q3 20206 holders, $277m24 holders, $25.7bn
Q4 20205 holders, $265m21 holders, $30.8bn
Q1 202110 holders, $435m24 holders, $36.9bn
Q2 20218 holders, $283m21 holders, $42.9bn
Q3 20215 holders, $162m26 holders, $42.0bn
Q4 202110 holders, $543m27 holders, $39.7bn
Q1 20229 holders, $556m20 holders, $45.0bn
Q2 202212 holders, $502m36 holders, $33.2bn
Q3 202211 holders, $544m35 holders, $32.3bn
Q4 20229 holders, $389m35 holders, $34.4bn
Q1 20238 holders, $308m32 holders, $38.7bn
Q2 202310 holders, $353m30 holders, $40.1bn
Q3 202311 holders, $382m34 holders, $34.1bn
Q4 20238 holders, $512m28 holders, $42.5bn
Q1 20247 holders, $763m33 holders, $52.6bn
Q2 20248 holders, $1.0bn31 holders, $52.6bn
Q3 202412 holders, $1.0bn30 holders, $60.7bn
Q4 202415 holders, $1.3bn26 holders, $65.8bn
Q1 202518 holders, $1.5bn33 holders, $59.9bn
Q2 202516 holders, $2.5bn29 holders, $69.4bn
Q3 202515 holders, $3.0bn30 holders, $70.8bn
Q4 202519 holders, $2.9bn31 holders, $77.2bn
Q1 202617 holders, $3.9bn33 holders, $61.2bn
Q2 202624 holders, $5.6bn30 holders, $65.4bn
IBKR

Interactive Brokers Group Inc

Holders
12
Reported value
$1.0bn
Buyers
9
Sellers
3

Breadth +6 among 94 comparable managers.

Other financial servicesFinancial 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IBKR (9)

Caxton Associates LLP, Egerton Capital UK LLP, Marshall Wace LLP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Winton Group Ltd

Only AXP (27)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, and 2 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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