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CG · 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.

CGAXP
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.
  • CG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterCGAXP
Q3 20206 holders, $408m24 holders, $25.7bn
Q4 20208 holders, $483m21 holders, $30.8bn
Q1 20217 holders, $765m24 holders, $36.9bn
Q2 20216 holders, $1.1bn21 holders, $42.9bn
Q3 202118 holders, $1.7bn26 holders, $42.0bn
Q4 202115 holders, $1.8bn27 holders, $39.7bn
Q1 202213 holders, $1.4bn20 holders, $45.0bn
Q2 202210 holders, $757m36 holders, $33.2bn
Q3 202210 holders, $593m35 holders, $32.3bn
Q4 20226 holders, $233m35 holders, $34.4bn
Q1 20233 holders, $439m32 holders, $38.7bn
Q2 20235 holders, $671m30 holders, $40.1bn
Q3 20235 holders, $705m34 holders, $34.1bn
Q4 20235 holders, $950m28 holders, $42.5bn
Q1 20247 holders, $1.1bn33 holders, $52.6bn
Q2 20248 holders, $1.0bn31 holders, $52.6bn
Q3 20248 holders, $1.2bn30 holders, $60.7bn
Q4 202410 holders, $1.7bn26 holders, $65.8bn
Q1 20257 holders, $1.8bn33 holders, $59.9bn
Q2 20259 holders, $2.3bn29 holders, $69.4bn
Q3 202510 holders, $3.0bn30 holders, $70.8bn
Q4 20259 holders, $3.2bn31 holders, $77.2bn
Q1 202613 holders, $2.5bn33 holders, $61.2bn
Q2 202610 holders, $1.8bn30 holders, $65.4bn
CG

Carlyle Group Inc

Holders
10
Reported value
$3.0bn
Buyers
6
Sellers
3

Breadth +3 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
30
Reported value
$70.8bn
Buyers
11
Sellers
16

Breadth -5 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q3 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 CG (5)

Balyasny Asset Management LLC, Eisler Capital Management Ltd, Holocene Advisors LP, Moore Capital Management LP, Walleye Capital LLC

Only AXP (25)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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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