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FDS · 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.

FDSAXP
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.
  • FDS
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterFDSAXP
Q3 202011 holders, $197m24 holders, $25.7bn
Q4 20207 holders, $151m21 holders, $30.8bn
Q1 20218 holders, $149m24 holders, $36.9bn
Q2 20216 holders, $171m21 holders, $42.9bn
Q3 202111 holders, $506m26 holders, $42.0bn
Q4 202115 holders, $463m27 holders, $39.7bn
Q1 202212 holders, $198m20 holders, $45.0bn
Q2 20229 holders, $373m36 holders, $33.2bn
Q3 202211 holders, $520m35 holders, $32.3bn
Q4 202213 holders, $279m35 holders, $34.4bn
Q1 202312 holders, $327m32 holders, $38.7bn
Q2 20238 holders, $337m30 holders, $40.1bn
Q3 20235 holders, $260m34 holders, $34.1bn
Q4 20237 holders, $285m28 holders, $42.5bn
Q1 20244 holders, $294m33 holders, $52.6bn
Q2 20246 holders, $306m31 holders, $52.6bn
Q3 202410 holders, $560m30 holders, $60.7bn
Q4 202410 holders, $643m26 holders, $65.8bn
Q1 20257 holders, $401m33 holders, $59.9bn
Q2 20256 holders, $475m29 holders, $69.4bn
Q3 20257 holders, $211m30 holders, $70.8bn
Q4 202512 holders, $856m31 holders, $77.2bn
Q1 20267 holders, $401m33 holders, $61.2bn
Q2 202610 holders, $775m30 holders, $65.4bn
FDS

Factset Resh Sys Inc

Holders
7
Reported value
$401m
Buyers
17
Sellers
18

Breadth -1 among 91 comparable managers.

Software and IT servicesFinancial services · L3VLUPInternet, programming and data services
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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FDS (2)

Caxton Associates LLP, 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, 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, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, 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.

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