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SCHW · 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.

SCHWAXP
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.
  • SCHW
  • AXP
0204060202120222023202420252026
Holders and value by quarter
QuarterSCHWAXP
Q3 202024 holders, $10.4bn24 holders, $25.7bn
Q4 202020 holders, $18.5bn21 holders, $30.8bn
Q1 202133 holders, $23.9bn24 holders, $36.9bn
Q2 202128 holders, $26.6bn21 holders, $42.9bn
Q3 202124 holders, $27.1bn26 holders, $42.0bn
Q4 202125 holders, $32.6bn27 holders, $39.7bn
Q1 202230 holders, $33.6bn20 holders, $45.0bn
Q2 202234 holders, $24.5bn36 holders, $33.2bn
Q3 202230 holders, $26.7bn35 holders, $32.3bn
Q4 202227 holders, $28.6bn35 holders, $34.4bn
Q1 202336 holders, $15.8bn32 holders, $38.7bn
Q2 202334 holders, $16.1bn30 holders, $40.1bn
Q3 202329 holders, $15.4bn34 holders, $34.1bn
Q4 202324 holders, $20.3bn28 holders, $42.5bn
Q1 202424 holders, $21.8bn33 holders, $52.6bn
Q2 202419 holders, $22.7bn31 holders, $52.6bn
Q3 202430 holders, $20.8bn30 holders, $60.7bn
Q4 202439 holders, $25.4bn26 holders, $65.8bn
Q1 202545 holders, $33.5bn33 holders, $59.9bn
Q2 202544 holders, $33.6bn29 holders, $69.4bn
Q3 202543 holders, $34.0bn30 holders, $70.8bn
Q4 202544 holders, $33.0bn31 holders, $77.2bn
Q1 202636 holders, $28.8bn33 holders, $61.2bn
Q2 202634 holders, $29.9bn30 holders, $65.4bn
SCHW

Charles Schwab Corp (the)

Holders
30
Reported value
$20.8bn
Buyers
22
Sellers
8

Breadth +14 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SCHW (12)

Eisler Capital Management Ltd, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd

Only AXP (12)

Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Neuberger Berman Group LLC, 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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