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MTG · 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.

MTGAXP
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.
  • MTG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMTGAXP
Q3 202011 holders, $332m24 holders, $25.7bn
Q4 20207 holders, $475m21 holders, $30.8bn
Q1 20217 holders, $527m24 holders, $36.9bn
Q2 20219 holders, $548m21 holders, $42.9bn
Q3 20217 holders, $610m26 holders, $42.0bn
Q4 20218 holders, $598m27 holders, $39.7bn
Q1 202211 holders, $476m20 holders, $45.0bn
Q2 202210 holders, $380m36 holders, $33.2bn
Q3 202210 holders, $344m35 holders, $32.3bn
Q4 202211 holders, $357m35 holders, $34.4bn
Q1 20239 holders, $317m32 holders, $38.7bn
Q2 20238 holders, $364m30 holders, $40.1bn
Q3 202310 holders, $348m34 holders, $34.1bn
Q4 202311 holders, $376m28 holders, $42.5bn
Q1 20247 holders, $364m33 holders, $52.6bn
Q2 20249 holders, $324m31 holders, $52.6bn
Q3 20249 holders, $390m30 holders, $60.7bn
Q4 20248 holders, $300m26 holders, $65.8bn
Q1 202510 holders, $235m33 holders, $59.9bn
Q2 20256 holders, $320m29 holders, $69.4bn
Q3 20256 holders, $312m30 holders, $70.8bn
Q4 20255 holders, $406m31 holders, $77.2bn
Q1 20267 holders, $333m33 holders, $61.2bn
Q2 20267 holders, $343m30 holders, $65.4bn
MTG

Mgic Invt Corp Wis

Holders
9
Reported value
$390m
Buyers
4
Sellers
5

Breadth -1 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 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MTG (3)

Caxton Associates LLP, Tudor Investment Corp, Winton Group Ltd

Only AXP (24)

AllianceBernstein 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, ExodusPoint Capital Management LP, Fidelity (FMR 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, 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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