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SPGI · 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.

SPGIAXP
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.
  • SPGI
  • AXP
0204060202120222023202420252026
Holders and value by quarter
QuarterSPGIAXP
Q3 202032 holders, $11.7bn24 holders, $25.7bn
Q4 202038 holders, $11.8bn21 holders, $30.8bn
Q1 202135 holders, $16.0bn24 holders, $36.9bn
Q2 202139 holders, $19.8bn21 holders, $42.9bn
Q3 202141 holders, $19.8bn26 holders, $42.0bn
Q4 202144 holders, $21.9bn27 holders, $39.7bn
Q1 202242 holders, $22.3bn20 holders, $45.0bn
Q2 202233 holders, $16.2bn36 holders, $33.2bn
Q3 202235 holders, $13.6bn35 holders, $32.3bn
Q4 202233 holders, $14.5bn35 holders, $34.4bn
Q1 202335 holders, $14.9bn32 holders, $38.7bn
Q2 202327 holders, $17.0bn30 holders, $40.1bn
Q3 202328 holders, $14.9bn34 holders, $34.1bn
Q4 202335 holders, $18.3bn28 holders, $42.5bn
Q1 202444 holders, $17.8bn33 holders, $52.6bn
Q2 202437 holders, $19.2bn31 holders, $52.6bn
Q3 202439 holders, $21.1bn30 holders, $60.7bn
Q4 202432 holders, $19.1bn26 holders, $65.8bn
Q1 202537 holders, $19.2bn33 holders, $59.9bn
Q2 202539 holders, $19.7bn29 holders, $69.4bn
Q3 202538 holders, $17.9bn30 holders, $70.8bn
Q4 202532 holders, $17.2bn31 holders, $77.2bn
Q1 202636 holders, $16.1bn33 holders, $61.2bn
Q2 202635 holders, $16.6bn30 holders, $65.4bn
SPGI

S&P Global Inc

Holders
32
Reported value
$17.2bn
Buyers
21
Sellers
26

Breadth -5 among 92 comparable managers.

Business and payment 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 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SPGI (12)

Baillie Gifford & Co, Coatue Management LLC, D. E. Shaw & Co., Freestone Grove Partners LP, Holocene Advisors LP, Marshall Wace LLP, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, TCI Fund Management Ltd, Voloridge Investment Management LLC, Winton Group Ltd

Only AXP (11)

AQR Capital Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Hudson Bay Capital Management LP, PDT Partners LLC

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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