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ARES · 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.

ARESAXP
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.
  • ARES
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterARESAXP
Q3 20204 holders, $961m24 holders, $25.7bn
Q4 20205 holders, $1.2bn21 holders, $30.8bn
Q1 20216 holders, $1.4bn24 holders, $36.9bn
Q2 20219 holders, $1.8bn21 holders, $42.9bn
Q3 20217 holders, $2.2bn26 holders, $42.0bn
Q4 202111 holders, $2.4bn27 holders, $39.7bn
Q1 20228 holders, $2.3bn20 holders, $45.0bn
Q2 20229 holders, $1.8bn36 holders, $33.2bn
Q3 202212 holders, $2.2bn35 holders, $32.3bn
Q4 202211 holders, $2.3bn35 holders, $34.4bn
Q1 202311 holders, $2.7bn32 holders, $38.7bn
Q2 202310 holders, $3.5bn30 holders, $40.1bn
Q3 202311 holders, $4.1bn34 holders, $34.1bn
Q4 202310 holders, $4.8bn28 holders, $42.5bn
Q1 202415 holders, $6.0bn33 holders, $52.6bn
Q2 202414 holders, $6.7bn31 holders, $52.6bn
Q3 202413 holders, $7.5bn30 holders, $60.7bn
Q4 202415 holders, $8.4bn26 holders, $65.8bn
Q1 202515 holders, $6.9bn33 holders, $59.9bn
Q2 202511 holders, $7.9bn29 holders, $69.4bn
Q3 202519 holders, $7.5bn30 holders, $70.8bn
Q4 202512 holders, $6.3bn31 holders, $77.2bn
Q1 202613 holders, $3.9bn33 holders, $61.2bn
Q2 20269 holders, $2.9bn30 holders, $65.4bn
ARES

Ares Management Corporation

Holders
11
Reported value
$7.9bn
Buyers
4
Sellers
8

Breadth -4 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
29
Reported value
$69.4bn
Buyers
11
Sellers
15

Breadth -4 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ARES (3)

Eisler Capital Management Ltd, Marshall Wace LLP, Quantbot Technologies LP

Only AXP (21)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Winton Group Ltd, 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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