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JEF · 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.

JEFAXP
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.
  • JEF
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterJEFAXP
Q3 20204 holders, $300m24 holders, $25.7bn
Q4 20207 holders, $431m21 holders, $30.8bn
Q1 202111 holders, $240m24 holders, $36.9bn
Q2 202111 holders, $439m21 holders, $42.9bn
Q3 20219 holders, $302m26 holders, $42.0bn
Q4 20219 holders, $398m27 holders, $39.7bn
Q1 20227 holders, $279m20 holders, $45.0bn
Q2 20226 holders, $197m36 holders, $33.2bn
Q3 20229 holders, $221m35 holders, $32.3bn
Q4 20229 holders, $252m35 holders, $34.4bn
Q1 202312 holders, $271m32 holders, $38.7bn
Q2 20237 holders, $290m30 holders, $40.1bn
Q3 20237 holders, $282m34 holders, $34.1bn
Q4 20237 holders, $287m28 holders, $42.5bn
Q1 20248 holders, $310m33 holders, $52.6bn
Q2 202410 holders, $467m31 holders, $52.6bn
Q3 202412 holders, $493m30 holders, $60.7bn
Q4 202412 holders, $1.3bn26 holders, $65.8bn
Q1 202514 holders, $717m33 holders, $59.9bn
Q2 202511 holders, $713m29 holders, $69.4bn
Q3 202511 holders, $836m30 holders, $70.8bn
Q4 202510 holders, $717m31 holders, $77.2bn
Q1 202611 holders, $840m33 holders, $61.2bn
Q2 202611 holders, $1.1bn30 holders, $65.4bn
JEF

Jefferies Financial Group In

Holders
11
Reported value
$840m
Buyers
22
Sellers
9

Breadth +13 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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JEF (5)

Caxton Associates LLP, Freestone Grove Partners LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP

Only AXP (27)

Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, 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, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, 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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