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NU · 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.

NUAXP
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.
  • NU
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterNUAXP
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 202110 holders, $5.1bn27 holders, $39.7bn
Q1 20229 holders, $4.2bn20 holders, $45.0bn
Q2 20229 holders, $1.6bn36 holders, $33.2bn
Q3 202212 holders, $1.8bn35 holders, $32.3bn
Q4 202214 holders, $2.4bn35 holders, $34.4bn
Q1 202315 holders, $2.9bn32 holders, $38.7bn
Q2 202322 holders, $5.4bn30 holders, $40.1bn
Q3 202325 holders, $6.2bn34 holders, $34.1bn
Q4 202327 holders, $7.0bn28 holders, $42.5bn
Q1 202429 holders, $11.6bn33 holders, $52.6bn
Q2 202430 holders, $13.2bn31 holders, $52.6bn
Q3 202421 holders, $12.2bn30 holders, $60.7bn
Q4 202425 holders, $9.0bn26 holders, $65.8bn
Q1 202521 holders, $8.6bn33 holders, $59.9bn
Q2 202532 holders, $11.4bn29 holders, $69.4bn
Q3 202533 holders, $13.2bn30 holders, $70.8bn
Q4 202533 holders, $13.7bn31 holders, $77.2bn
Q1 202626 holders, $10.3bn33 holders, $61.2bn
Q2 202623 holders, $9.8bn30 holders, $65.4bn
NU

Nu HLDGS LTD

Holders
33
Reported value
$13.7bn
Buyers
23
Sellers
23

Breadth 0 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 54 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NU (23)

Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Coatue Management LLC, Discovery Capital Management LLC, Dragoneer Investment Group LLC, Holocene Advisors LP, Lone Pine Capital LLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Oaktree Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd

Only AXP (21)

AQR Capital Management LLC, 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, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Wellington Management Group LLP, 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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