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HLI · 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.

HLIAXP
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.
  • HLI
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterHLIAXP
Q3 20206 holders, $207m24 holders, $25.7bn
Q4 20206 holders, $216m21 holders, $30.8bn
Q1 20217 holders, $208m24 holders, $36.9bn
Q2 20216 holders, $248m21 holders, $42.9bn
Q3 20214 holders, $278m26 holders, $42.0bn
Q4 20218 holders, $426m27 holders, $39.7bn
Q1 20225 holders, $356m20 holders, $45.0bn
Q2 20223 holders, $290m36 holders, $33.2bn
Q3 20224 holders, $278m35 holders, $32.3bn
Q4 20224 holders, $357m35 holders, $34.4bn
Q1 20234 holders, $360m32 holders, $38.7bn
Q2 20236 holders, $631m30 holders, $40.1bn
Q3 20236 holders, $608m34 holders, $34.1bn
Q4 20235 holders, $559m28 holders, $42.5bn
Q1 20245 holders, $485m33 holders, $52.6bn
Q2 20244 holders, $492m31 holders, $52.6bn
Q3 20245 holders, $540m30 holders, $60.7bn
Q4 20247 holders, $545m26 holders, $65.8bn
Q1 202510 holders, $546m33 holders, $59.9bn
Q2 202511 holders, $685m29 holders, $69.4bn
Q3 202510 holders, $776m30 holders, $70.8bn
Q4 20258 holders, $557m31 holders, $77.2bn
Q1 202610 holders, $537m33 holders, $61.2bn
Q2 202612 holders, $444m30 holders, $65.4bn
HLI

Houlihan Lokey Inc

Holders
8
Reported value
$557m
Buyers
17
Sellers
18

Breadth -1 among 92 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
31
Reported value
$77.2bn
Buyers
17
Sellers
22

Breadth -5 among 92 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HLI (1)

Tudor Investment Corp

Only AXP (24)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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