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MSTR · 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.

MSTRAXP
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.
  • MSTR
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterMSTRAXP
Q3 20203 holders, $30m24 holders, $25.7bn
Q4 20203 holders, $54m21 holders, $30.8bn
Q1 20214 holders, $36m24 holders, $36.9bn
Q2 20213 holders, $124m21 holders, $42.9bn
Q3 20219 holders, $285m26 holders, $42.0bn
Q4 20211 holders, $320m27 holders, $39.7bn
Q1 20222 holders, $345m20 holders, $45.0bn
Q2 20224 holders, $144m36 holders, $33.2bn
Q3 20225 holders, $174m35 holders, $32.3bn
Q4 20222 holders, $22m35 holders, $34.4bn
Q1 20234 holders, $74m32 holders, $38.7bn
Q2 20235 holders, $145m30 holders, $40.1bn
Q3 20233 holders, $33m34 holders, $34.1bn
Q4 20234 holders, $292m28 holders, $42.5bn
Q1 20249 holders, $1.6bn33 holders, $52.6bn
Q2 20249 holders, $1.4bn31 holders, $52.6bn
Q3 20248 holders, $877m30 holders, $60.7bn
Q4 20247 holders, $1.5bn26 holders, $65.8bn
Q1 20258 holders, $2.2bn33 holders, $59.9bn
Q2 202515 holders, $4.5bn29 holders, $69.4bn
Q3 202511 holders, $2.6bn30 holders, $70.8bn
Q4 20259 holders, $3.0bn31 holders, $77.2bn
Q1 20265 holders, $2.8bn33 holders, $61.2bn
Q2 20265 holders, $1.7bn30 holders, $65.4bn
MSTR

MicroStrategy Inc

Holders
9
Reported value
$3.0bn
Buyers
20
Sellers
15

Breadth +5 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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MSTR (4)

Jane Street Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Winton Group Ltd

Only AXP (26)

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