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LAZ · 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.

LAZAXP
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.
  • LAZ
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterLAZAXP
Q3 2020none listed holders, n.a.24 holders, $25.7bn
Q4 2020none listed holders, n.a.21 holders, $30.8bn
Q1 2021none listed holders, n.a.24 holders, $36.9bn
Q2 2021none listed holders, n.a.21 holders, $42.9bn
Q3 2021none listed holders, n.a.26 holders, $42.0bn
Q4 2021none listed holders, n.a.27 holders, $39.7bn
Q1 2022none listed holders, n.a.20 holders, $45.0bn
Q2 2022none listed holders, n.a.36 holders, $33.2bn
Q3 2022none listed holders, n.a.35 holders, $32.3bn
Q4 2022none listed holders, n.a.35 holders, $34.4bn
Q1 2023none listed holders, n.a.32 holders, $38.7bn
Q2 2023none listed holders, n.a.30 holders, $40.1bn
Q3 2023none listed holders, n.a.34 holders, $34.1bn
Q4 2023none listed holders, n.a.28 holders, $42.5bn
Q1 20249 holders, $152m33 holders, $52.6bn
Q2 20248 holders, $277m31 holders, $52.6bn
Q3 202410 holders, $962m30 holders, $60.7bn
Q4 20246 holders, $400m26 holders, $65.8bn
Q1 20258 holders, $1.0bn33 holders, $59.9bn
Q2 20259 holders, $1.1bn29 holders, $69.4bn
Q3 20257 holders, $1.2bn30 holders, $70.8bn
Q4 20257 holders, $1.2bn31 holders, $77.2bn
Q1 20267 holders, $610m33 holders, $61.2bn
Q2 20266 holders, $554m30 holders, $65.4bn
LAZ

Lazard Inc

Holders
7
Reported value
$1.2bn
Buyers
3
Sellers
3

Breadth 0 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 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LAZ (3)

Soros Fund Management LLC, Southeastern Asset Management Inc, Walleye Capital LLC

Only AXP (26)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Wellington Management Group LLP, Winton Group Ltd, 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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