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SLF · 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.

SLFAXP
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.
  • SLF
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterSLFAXP
Q3 20203 holders, $607m24 holders, $25.7bn
Q4 20207 holders, $682m21 holders, $30.8bn
Q1 20214 holders, $979m24 holders, $36.9bn
Q2 20214 holders, $1.1bn21 holders, $42.9bn
Q3 20212 holders, $1.1bn26 holders, $42.0bn
Q4 20214 holders, $1.1bn27 holders, $39.7bn
Q1 20225 holders, $1.1bn20 holders, $45.0bn
Q2 20224 holders, $777m36 holders, $33.2bn
Q3 20224 holders, $91m35 holders, $32.3bn
Q4 20223 holders, $192m35 holders, $34.4bn
Q1 20233 holders, $129m32 holders, $38.7bn
Q2 20234 holders, $42m30 holders, $40.1bn
Q3 20231 holders, $48m34 holders, $34.1bn
Q4 20233 holders, $34m28 holders, $42.5bn
Q1 20244 holders, $121m33 holders, $52.6bn
Q2 20245 holders, $126m31 holders, $52.6bn
Q3 20247 holders, $258m30 holders, $60.7bn
Q4 20245 holders, $191m26 holders, $65.8bn
Q1 20253 holders, $53m33 holders, $59.9bn
Q2 20251 holders, $22m29 holders, $69.4bn
Q3 20252 holders, $22m30 holders, $70.8bn
Q4 20255 holders, $251m31 holders, $77.2bn
Q1 20263 holders, $152m33 holders, $61.2bn
Q2 20265 holders, $271m30 holders, $65.4bn
SLF

Sun Life Financial Inc.

Holders
5
Reported value
$251m
Buyers
15
Sellers
9

Breadth +6 among 92 comparable managers.

InsuranceFinancial 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 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SLF (2)

Two Sigma Advisers LP, Two Sigma Investments LP

Only AXP (28)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, and 3 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.

Back to the 13F Explorer →