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MFC · 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.

MFCAXP
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.
  • MFC
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMFCAXP
Q3 20207 holders, $485m24 holders, $25.7bn
Q4 20205 holders, $658m21 holders, $30.8bn
Q1 20217 holders, $1.8bn24 holders, $36.9bn
Q2 20217 holders, $1.1bn21 holders, $42.9bn
Q3 20219 holders, $1.1bn26 holders, $42.0bn
Q4 20217 holders, $1.0bn27 holders, $39.7bn
Q1 202212 holders, $1.7bn20 holders, $45.0bn
Q2 20226 holders, $914m36 holders, $33.2bn
Q3 20224 holders, $458m35 holders, $32.3bn
Q4 20224 holders, $530m35 holders, $34.4bn
Q1 20238 holders, $554m32 holders, $38.7bn
Q2 20236 holders, $522m30 holders, $40.1bn
Q3 20238 holders, $587m34 holders, $34.1bn
Q4 20239 holders, $638m28 holders, $42.5bn
Q1 20248 holders, $601m33 holders, $52.6bn
Q2 20248 holders, $676m31 holders, $52.6bn
Q3 20249 holders, $895m30 holders, $60.7bn
Q4 20246 holders, $602m26 holders, $65.8bn
Q1 20259 holders, $598m33 holders, $59.9bn
Q2 20259 holders, $731m29 holders, $69.4bn
Q3 20259 holders, $734m30 holders, $70.8bn
Q4 202510 holders, $976m31 holders, $77.2bn
Q1 20269 holders, $633m33 holders, $61.2bn
Q2 20267 holders, $491m30 holders, $65.4bn
MFC

Manulife Finl Corp

Holders
6
Reported value
$602m
Buyers
2
Sellers
4

Breadth -2 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 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MFC (1)

Acadian Asset Management LLC

Only AXP (21)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Capital Research Global 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, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, 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.

Back to the 13F Explorer →