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PRI · 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.

PRIAXP
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.
  • PRI
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterPRIAXP
Q3 20209 holders, $47m24 holders, $25.7bn
Q4 20206 holders, $34m21 holders, $30.8bn
Q1 20214 holders, $5.9m24 holders, $36.9bn
Q2 20213 holders, $3.0m21 holders, $42.9bn
Q3 20214 holders, $456m26 holders, $42.0bn
Q4 20214 holders, $502m27 holders, $39.7bn
Q1 20224 holders, $503m20 holders, $45.0bn
Q2 20223 holders, $431m36 holders, $33.2bn
Q3 20224 holders, $424m35 holders, $32.3bn
Q4 20223 holders, $478m35 holders, $34.4bn
Q1 20233 holders, $566m32 holders, $38.7bn
Q2 20233 holders, $653m30 holders, $40.1bn
Q3 20233 holders, $630m34 holders, $34.1bn
Q4 20234 holders, $642m28 holders, $42.5bn
Q1 20243 holders, $801m33 holders, $52.6bn
Q2 20244 holders, $901m31 holders, $52.6bn
Q3 20245 holders, $995m30 holders, $60.7bn
Q4 20245 holders, $843m26 holders, $65.8bn
Q1 20257 holders, $980m33 holders, $59.9bn
Q2 202512 holders, $955m29 holders, $69.4bn
Q3 20258 holders, $971m30 holders, $70.8bn
Q4 20255 holders, $788m31 holders, $77.2bn
Q1 20263 holders, $723m33 holders, $61.2bn
Q2 20265 holders, $883m30 holders, $65.4bn
PRI

Primerica Inc

Holders
5
Reported value
$995m
Buyers
1
Sellers
4

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

Only PRI (0)

None.

Only AXP (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital 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, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, 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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