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MCO · 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.

MCOAXP
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.
  • MCO
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMCOAXP
Q3 202030 holders, $17.0bn24 holders, $25.7bn
Q4 202021 holders, $16.9bn21 holders, $30.8bn
Q1 202117 holders, $16.9bn24 holders, $36.9bn
Q2 202116 holders, $20.2bn21 holders, $42.9bn
Q3 202125 holders, $19.9bn26 holders, $42.0bn
Q4 202125 holders, $22.0bn27 holders, $39.7bn
Q1 202222 holders, $19.1bn20 holders, $45.0bn
Q2 202219 holders, $15.4bn36 holders, $33.2bn
Q3 202221 holders, $13.6bn35 holders, $32.3bn
Q4 202217 holders, $15.5bn35 holders, $34.4bn
Q1 202320 holders, $17.3bn32 holders, $38.7bn
Q2 202325 holders, $19.4bn30 holders, $40.1bn
Q3 202321 holders, $17.2bn34 holders, $34.1bn
Q4 202321 holders, $22.3bn28 holders, $42.5bn
Q1 202422 holders, $21.9bn33 holders, $52.6bn
Q2 202424 holders, $23.6bn31 holders, $52.6bn
Q3 202431 holders, $26.8bn30 holders, $60.7bn
Q4 202431 holders, $25.7bn26 holders, $65.8bn
Q1 202530 holders, $25.2bn33 holders, $59.9bn
Q2 202530 holders, $26.8bn29 holders, $69.4bn
Q3 202531 holders, $26.0bn30 holders, $70.8bn
Q4 202532 holders, $27.7bn31 holders, $77.2bn
Q1 202628 holders, $23.9bn33 holders, $61.2bn
Q2 202631 holders, $24.9bn30 holders, $65.4bn
MCO

Moodys Corp

Holders
31
Reported value
$26.0bn
Buyers
15
Sellers
14

Breadth +1 among 95 comparable managers.

Business and payment 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MCO (15)

Acadian Asset Management LLC, Akre Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Citadel Advisors LLC, Freestone Grove Partners LP, Holocene Advisors LP, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC

Only AXP (14)

AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Millennium Management LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Wellington Management Group LLP, 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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