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AMG · 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.

AMGAXP
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.
  • AMG
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterAMGAXP
Q3 20202 holders, $97m24 holders, $25.7bn
Q4 20205 holders, $174m21 holders, $30.8bn
Q1 20215 holders, $251m24 holders, $36.9bn
Q2 20215 holders, $315m21 holders, $42.9bn
Q3 20218 holders, $340m26 holders, $42.0bn
Q4 20214 holders, $315m27 holders, $39.7bn
Q1 20222 holders, $262m20 holders, $45.0bn
Q2 20222 holders, $226m36 holders, $33.2bn
Q3 20223 holders, $210m35 holders, $32.3bn
Q4 202211 holders, $296m35 holders, $34.4bn
Q1 20239 holders, $202m32 holders, $38.7bn
Q2 20237 holders, $185m30 holders, $40.1bn
Q3 20233 holders, $141m34 holders, $34.1bn
Q4 20238 holders, $219m28 holders, $42.5bn
Q1 20246 holders, $216m33 holders, $52.6bn
Q2 20247 holders, $209m31 holders, $52.6bn
Q3 20244 holders, $168m30 holders, $60.7bn
Q4 20243 holders, $144m26 holders, $65.8bn
Q1 20255 holders, $310m33 holders, $59.9bn
Q2 20257 holders, $417m29 holders, $69.4bn
Q3 20256 holders, $390m30 holders, $70.8bn
Q4 202510 holders, $471m31 holders, $77.2bn
Q1 20269 holders, $219m33 holders, $61.2bn
Q2 20266 holders, $365m30 holders, $65.4bn
AMG

Affiliated Managers Group

Holders
9
Reported value
$219m
Buyers
18
Sellers
14

Breadth +4 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
33
Reported value
$61.2bn
Buyers
22
Sellers
21

Breadth +1 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AMG (3)

Freestone Grove Partners LP, Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc

Only AXP (27)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, 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, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, and 2 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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