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MORN · 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.

MORNAXP
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.
  • MORN
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMORNAXP
Q3 20203 holders, $168m24 holders, $25.7bn
Q4 20206 holders, $295m21 holders, $30.8bn
Q1 20217 holders, $219m24 holders, $36.9bn
Q2 20216 holders, $245m21 holders, $42.9bn
Q3 20216 holders, $239m26 holders, $42.0bn
Q4 20214 holders, $425m27 holders, $39.7bn
Q1 20223 holders, $343m20 holders, $45.0bn
Q2 20225 holders, $319m36 holders, $33.2bn
Q3 20224 holders, $345m35 holders, $32.3bn
Q4 20225 holders, $368m35 holders, $34.4bn
Q1 20236 holders, $272m32 holders, $38.7bn
Q2 20234 holders, $182m30 holders, $40.1bn
Q3 20236 holders, $468m34 holders, $34.1bn
Q4 20237 holders, $725m28 holders, $42.5bn
Q1 20247 holders, $856m33 holders, $52.6bn
Q2 20246 holders, $957m31 holders, $52.6bn
Q3 20247 holders, $1.1bn30 holders, $60.7bn
Q4 202410 holders, $1.2bn26 holders, $65.8bn
Q1 202513 holders, $966m33 holders, $59.9bn
Q2 202514 holders, $1.1bn29 holders, $69.4bn
Q3 202511 holders, $722m30 holders, $70.8bn
Q4 202510 holders, $872m31 holders, $77.2bn
Q1 20269 holders, $756m33 holders, $61.2bn
Q2 20268 holders, $646m30 holders, $65.4bn
MORN

Morningstar Inc

Holders
11
Reported value
$722m
Buyers
8
Sellers
3

Breadth +5 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MORN (7)

Arrowstreet Capital LP, Freestone Grove Partners LP, Holocene Advisors LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only AXP (26)

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