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V · 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.

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.
  • V
  • AXP
0204060202120222023202420252026
Holders and value by quarter
QuarterVAXP
Q3 202055 holders, $62.2bn24 holders, $25.7bn
Q4 202052 holders, $67.1bn21 holders, $30.8bn
Q1 202158 holders, $64.5bn24 holders, $36.9bn
Q2 202152 holders, $69.3bn21 holders, $42.9bn
Q3 202156 holders, $63.6bn26 holders, $42.0bn
Q4 202147 holders, $58.0bn27 holders, $39.7bn
Q1 202259 holders, $61.8bn20 holders, $45.0bn
Q2 202257 holders, $55.2bn36 holders, $33.2bn
Q3 202257 holders, $50.7bn35 holders, $32.3bn
Q4 202254 holders, $59.4bn35 holders, $34.4bn
Q1 202355 holders, $64.0bn32 holders, $38.7bn
Q2 202354 holders, $65.2bn30 holders, $40.1bn
Q3 202355 holders, $61.5bn34 holders, $34.1bn
Q4 202348 holders, $68.6bn28 holders, $42.5bn
Q1 202450 holders, $73.1bn33 holders, $52.6bn
Q2 202445 holders, $69.5bn31 holders, $52.6bn
Q3 202447 holders, $70.5bn30 holders, $60.7bn
Q4 202448 holders, $77.6bn26 holders, $65.8bn
Q1 202543 holders, $83.5bn33 holders, $59.9bn
Q2 202545 holders, $83.4bn29 holders, $69.4bn
Q3 202548 holders, $82.8bn30 holders, $70.8bn
Q4 202549 holders, $86.0bn31 holders, $77.2bn
Q1 202649 holders, $73.3bn33 holders, $61.2bn
Q2 202652 holders, $81.9bn30 holders, $65.4bn
V

Visa Inc

Holders
47
Reported value
$70.5bn
Buyers
15
Sellers
29

Breadth -14 among 94 comparable managers.

AXP

American Express Co

Holders
30
Reported value
$60.7bn
Buyers
16
Sellers
12

Breadth +4 among 94 comparable managers.

Who holds both, Q3 2024

Among the 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →