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MSCI · 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.

MSCIAXP
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.
  • MSCI
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMSCIAXP
Q3 202023 holders, $5.7bn24 holders, $25.7bn
Q4 202018 holders, $6.9bn21 holders, $30.8bn
Q1 202118 holders, $6.7bn24 holders, $36.9bn
Q2 202118 holders, $8.7bn21 holders, $42.9bn
Q3 202121 holders, $9.8bn26 holders, $42.0bn
Q4 202125 holders, $9.5bn27 holders, $39.7bn
Q1 202227 holders, $7.7bn20 holders, $45.0bn
Q2 202226 holders, $7.2bn36 holders, $33.2bn
Q3 202222 holders, $6.4bn35 holders, $32.3bn
Q4 202224 holders, $7.7bn35 holders, $34.4bn
Q1 202323 holders, $9.0bn32 holders, $38.7bn
Q2 202331 holders, $7.1bn30 holders, $40.1bn
Q3 202326 holders, $7.3bn34 holders, $34.1bn
Q4 202325 holders, $7.7bn28 holders, $42.5bn
Q1 202429 holders, $6.8bn33 holders, $52.6bn
Q2 202424 holders, $4.5bn31 holders, $52.6bn
Q3 202427 holders, $5.3bn30 holders, $60.7bn
Q4 202424 holders, $4.8bn26 holders, $65.8bn
Q1 202529 holders, $5.2bn33 holders, $59.9bn
Q2 202528 holders, $5.3bn29 holders, $69.4bn
Q3 202520 holders, $3.3bn30 holders, $70.8bn
Q4 202520 holders, $3.7bn31 holders, $77.2bn
Q1 202620 holders, $4.0bn33 holders, $61.2bn
Q2 202625 holders, $4.7bn30 holders, $65.4bn
MSCI

Msci Inc

Holders
24
Reported value
$4.8bn
Buyers
11
Sellers
13

Breadth -2 among 94 comparable managers.

Business and payment servicesFinancial 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MSCI (11)

Acadian Asset Management LLC, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only AXP (13)

Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Ruane Cunniff & Goldfarb LP, 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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