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AXP · BAC 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.

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.
  • AXP
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterAXPBAC
Q3 202024 holders, $25.7bn33 holders, $48.3bn
Q4 202021 holders, $30.8bn36 holders, $60.7bn
Q1 202124 holders, $36.9bn33 holders, $77.6bn
Q2 202121 holders, $42.9bn30 holders, $83.1bn
Q3 202126 holders, $42.0bn28 holders, $81.4bn
Q4 202127 holders, $39.7bn30 holders, $82.8bn
Q1 202220 holders, $45.0bn39 holders, $74.0bn
Q2 202236 holders, $33.2bn40 holders, $54.7bn
Q3 202235 holders, $32.3bn36 holders, $53.0bn
Q4 202235 holders, $34.4bn33 holders, $59.0bn
Q1 202332 holders, $38.7bn32 holders, $50.5bn
Q2 202330 holders, $40.1bn37 holders, $49.0bn
Q3 202334 holders, $34.1bn36 holders, $46.0bn
Q4 202328 holders, $42.5bn34 holders, $56.6bn
Q1 202433 holders, $52.6bn35 holders, $64.4bn
Q2 202431 holders, $52.6bn35 holders, $68.9bn
Q3 202430 holders, $60.7bn43 holders, $60.8bn
Q4 202426 holders, $65.8bn43 holders, $63.8bn
Q1 202533 holders, $59.9bn40 holders, $59.8bn
Q2 202529 holders, $69.4bn44 holders, $67.4bn
Q3 202530 holders, $70.8bn44 holders, $72.1bn
Q4 202531 holders, $77.2bn41 holders, $68.5bn
Q1 202633 holders, $61.2bn39 holders, $59.5bn
Q2 202630 holders, $65.4bn37 holders, $64.8bn
AXP

American Express Co

Holders
30
Reported value
$70.8bn
Buyers
11
Sellers
16

Breadth -5 among 95 comparable managers.

BAC

Bank of Amer Corp

Holders
44
Reported value
$72.1bn
Buyers
22
Sellers
22

Breadth 0 among 95 comparable managers.

Who holds both, Q3 2025

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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