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IVZ · 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.

IVZAXP
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.
  • IVZ
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterIVZAXP
Q3 20205 holders, $485m24 holders, $25.7bn
Q4 20206 holders, $796m21 holders, $30.8bn
Q1 20215 holders, $1.1bn24 holders, $36.9bn
Q2 202112 holders, $1.2bn21 holders, $42.9bn
Q3 202112 holders, $1.3bn26 holders, $42.0bn
Q4 202112 holders, $1.6bn27 holders, $39.7bn
Q1 20228 holders, $1.7bn20 holders, $45.0bn
Q2 20226 holders, $1.1bn36 holders, $33.2bn
Q3 20229 holders, $967m35 holders, $32.3bn
Q4 20227 holders, $1.2bn35 holders, $34.4bn
Q1 202312 holders, $909m32 holders, $38.7bn
Q2 20236 holders, $743m30 holders, $40.1bn
Q3 20238 holders, $668m34 holders, $34.1bn
Q4 202314 holders, $981m28 holders, $42.5bn
Q1 202411 holders, $771m33 holders, $52.6bn
Q2 20249 holders, $735m31 holders, $52.6bn
Q3 202413 holders, $1.1bn30 holders, $60.7bn
Q4 202412 holders, $985m26 holders, $65.8bn
Q1 20259 holders, $814m33 holders, $59.9bn
Q2 20258 holders, $688m29 holders, $69.4bn
Q3 20259 holders, $1.1bn30 holders, $70.8bn
Q4 20258 holders, $1.1bn31 holders, $77.2bn
Q1 202611 holders, $1.4bn33 holders, $61.2bn
Q2 20269 holders, $1.3bn30 holders, $65.4bn
IVZ

Invesco LTD

Holders
13
Reported value
$1.1bn
Buyers
8
Sellers
5

Breadth +3 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IVZ (7)

Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Trian Fund Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only AXP (24)

Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates 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, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP

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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