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EQH · 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.

EQHAXP
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.
  • EQH
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterEQHAXP
Q3 202015 holders, $2.2bn24 holders, $25.7bn
Q4 202018 holders, $2.9bn21 holders, $30.8bn
Q1 202117 holders, $3.5bn24 holders, $36.9bn
Q2 202119 holders, $3.3bn21 holders, $42.9bn
Q3 202116 holders, $2.9bn26 holders, $42.0bn
Q4 202117 holders, $3.0bn27 holders, $39.7bn
Q1 202216 holders, $2.2bn20 holders, $45.0bn
Q2 202217 holders, $2.0bn36 holders, $33.2bn
Q3 202212 holders, $2.2bn35 holders, $32.3bn
Q4 202213 holders, $2.3bn35 holders, $34.4bn
Q1 202316 holders, $2.0bn32 holders, $38.7bn
Q2 202312 holders, $2.1bn30 holders, $40.1bn
Q3 20239 holders, $2.0bn34 holders, $34.1bn
Q4 202310 holders, $2.0bn28 holders, $42.5bn
Q1 202415 holders, $2.2bn33 holders, $52.6bn
Q2 202420 holders, $2.3bn31 holders, $52.6bn
Q3 202417 holders, $2.2bn30 holders, $60.7bn
Q4 202423 holders, $2.9bn26 holders, $65.8bn
Q1 202519 holders, $3.1bn33 holders, $59.9bn
Q2 202517 holders, $3.1bn29 holders, $69.4bn
Q3 20259 holders, $1.9bn30 holders, $70.8bn
Q4 202512 holders, $1.6bn31 holders, $77.2bn
Q1 202616 holders, $1.5bn33 holders, $61.2bn
Q2 202617 holders, $2.4bn30 holders, $65.4bn
EQH

Equitable Holdings Inc

Holders
17
Reported value
$3.1bn
Buyers
9
Sellers
8

Breadth +1 among 95 comparable managers.

InsuranceFinancial 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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EQH (9)

Acadian Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Soros Fund Management LLC, Voloridge Investment Management LLC

Only AXP (21)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, Winton Group Ltd

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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