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AFL · 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.

AFLAXP
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.
  • AFL
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterAFLAXP
Q3 202012 holders, $472m24 holders, $25.7bn
Q4 20209 holders, $880m21 holders, $30.8bn
Q1 20218 holders, $895m24 holders, $36.9bn
Q2 20216 holders, $943m21 holders, $42.9bn
Q3 20217 holders, $1.1bn26 holders, $42.0bn
Q4 20216 holders, $1.2bn27 holders, $39.7bn
Q1 202211 holders, $1.8bn20 holders, $45.0bn
Q2 202212 holders, $1.3bn36 holders, $33.2bn
Q3 202210 holders, $1.2bn35 holders, $32.3bn
Q4 202212 holders, $1.1bn35 holders, $34.4bn
Q1 20239 holders, $830m32 holders, $38.7bn
Q2 20237 holders, $779m30 holders, $40.1bn
Q3 20235 holders, $795m34 holders, $34.1bn
Q4 20236 holders, $854m28 holders, $42.5bn
Q1 20246 holders, $905m33 holders, $52.6bn
Q2 20245 holders, $825m31 holders, $52.6bn
Q3 20248 holders, $1.1bn30 holders, $60.7bn
Q4 20245 holders, $904m26 holders, $65.8bn
Q1 20257 holders, $680m33 holders, $59.9bn
Q2 202511 holders, $959m29 holders, $69.4bn
Q3 202510 holders, $1.1bn30 holders, $70.8bn
Q4 202511 holders, $1.0bn31 holders, $77.2bn
Q1 20267 holders, $785m33 holders, $61.2bn
Q2 20266 holders, $915m30 holders, $65.4bn
AFL

Aflac Inc

Holders
5
Reported value
$904m
Buyers
1
Sellers
5

Breadth -4 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
AXP

American Express Co

Holders
26
Reported value
$65.8bn
Buyers
7
Sellers
16

Breadth -9 among 94 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2024

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AFL (2)

Marshall Wace LLP, Squarepoint Ops LLC

Only AXP (23)

AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP

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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