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LNC · 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.

LNCAXP
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.
  • LNC
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterLNCAXP
Q3 202013 holders, $393m24 holders, $25.7bn
Q4 202015 holders, $1.1bn21 holders, $30.8bn
Q1 202113 holders, $1.2bn24 holders, $36.9bn
Q2 20217 holders, $660m21 holders, $42.9bn
Q3 20217 holders, $705m26 holders, $42.0bn
Q4 20218 holders, $436m27 holders, $39.7bn
Q1 20225 holders, $328m20 holders, $45.0bn
Q2 20227 holders, $298m36 holders, $33.2bn
Q3 202211 holders, $345m35 holders, $32.3bn
Q4 202210 holders, $394m35 holders, $34.4bn
Q1 202311 holders, $298m32 holders, $38.7bn
Q2 202310 holders, $491m30 holders, $40.1bn
Q3 20238 holders, $224m34 holders, $34.1bn
Q4 202310 holders, $237m28 holders, $42.5bn
Q1 202412 holders, $349m33 holders, $52.6bn
Q2 202413 holders, $488m31 holders, $52.6bn
Q3 202413 holders, $476m30 holders, $60.7bn
Q4 202412 holders, $497m26 holders, $65.8bn
Q1 202514 holders, $544m33 holders, $59.9bn
Q2 20257 holders, $289m29 holders, $69.4bn
Q3 202512 holders, $581m30 holders, $70.8bn
Q4 202511 holders, $697m31 holders, $77.2bn
Q1 202611 holders, $352m33 holders, $61.2bn
Q2 202611 holders, $412m30 holders, $65.4bn
LNC

Lincoln Natl Corp Ind

Holders
12
Reported value
$497m
Buyers
6
Sellers
7

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

Only LNC (7)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Marshall Wace LLP, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only AXP (21)

AllianceBernstein LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, 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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