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HLNE · 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.

HLNEAXP
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.
  • HLNE
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterHLNEAXP
Q3 20203 holders, $380m24 holders, $25.7bn
Q4 20205 holders, $522m21 holders, $30.8bn
Q1 20215 holders, $468m24 holders, $36.9bn
Q2 20215 holders, $442m21 holders, $42.9bn
Q3 20216 holders, $463m26 holders, $42.0bn
Q4 20215 holders, $563m27 holders, $39.7bn
Q1 20225 holders, $454m20 holders, $45.0bn
Q2 20225 holders, $331m36 holders, $33.2bn
Q3 20224 holders, $295m35 holders, $32.3bn
Q4 20226 holders, $310m35 holders, $34.4bn
Q1 20235 holders, $323m32 holders, $38.7bn
Q2 20233 holders, $294m30 holders, $40.1bn
Q3 20233 holders, $291m34 holders, $34.1bn
Q4 20234 holders, $403m28 holders, $42.5bn
Q1 20248 holders, $432m33 holders, $52.6bn
Q2 20248 holders, $380m31 holders, $52.6bn
Q3 20246 holders, $558m30 holders, $60.7bn
Q4 202410 holders, $957m26 holders, $65.8bn
Q1 20259 holders, $995m33 holders, $59.9bn
Q2 202510 holders, $669m29 holders, $69.4bn
Q3 20259 holders, $693m30 holders, $70.8bn
Q4 20259 holders, $501m31 holders, $77.2bn
Q1 20269 holders, $448m33 holders, $61.2bn
Q2 202611 holders, $222m30 holders, $65.4bn
HLNE

Hamilton Lane Inc

Holders
9
Reported value
$995m
Buyers
5
Sellers
4

Breadth +1 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
33
Reported value
$59.9bn
Buyers
17
Sellers
13

Breadth +4 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HLNE (2)

Polen Capital Management LLC, Voloridge Investment Management LLC

Only AXP (26)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, 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, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Walleye Capital LLC, and 1 more

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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