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BFH · 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.

BFHAXP
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.
  • BFH
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterBFHAXP
Q3 202010 holders, $223m24 holders, $25.7bn
Q4 202010 holders, $355m21 holders, $30.8bn
Q1 202113 holders, $378m24 holders, $36.9bn
Q2 202113 holders, $232m21 holders, $42.9bn
Q3 20219 holders, $172m26 holders, $42.0bn
Q4 20215 holders, $38m27 holders, $39.7bn
Q1 20226 holders, $45m20 holders, $45.0bn
Q2 20225 holders, $84m36 holders, $33.2bn
Q3 20227 holders, $69m35 holders, $32.3bn
Q4 20223 holders, $62m35 holders, $34.4bn
Q1 20235 holders, $24m32 holders, $38.7bn
Q2 20235 holders, $43m30 holders, $40.1bn
Q3 20233 holders, $43m34 holders, $34.1bn
Q4 20232 holders, $31m28 holders, $42.5bn
Q1 20242 holders, $37m33 holders, $52.6bn
Q2 20244 holders, $205m31 holders, $52.6bn
Q3 20245 holders, $91m30 holders, $60.7bn
Q4 20247 holders, $177m26 holders, $65.8bn
Q1 20255 holders, $95m33 holders, $59.9bn
Q2 20255 holders, $111m29 holders, $69.4bn
Q3 20257 holders, $125m30 holders, $70.8bn
Q4 20256 holders, $145m31 holders, $77.2bn
Q1 20264 holders, $106m33 holders, $61.2bn
Q2 20267 holders, $205m30 holders, $65.4bn
BFH

Bread Financial Holdings Inc

Holders
4
Reported value
$106m
Buyers
13
Sellers
15

Breadth -2 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 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BFH (1)

ExodusPoint Capital Management LP

Only AXP (30)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, 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, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, and 5 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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