L3VLUP
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LU · 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.

LUAXP
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.
  • LU
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterLUAXP
Q3 2020none listed holders, n.a.24 holders, $25.7bn
Q4 2020none listed holders, n.a.21 holders, $30.8bn
Q1 2021none listed holders, n.a.24 holders, $36.9bn
Q2 2021none listed holders, n.a.21 holders, $42.9bn
Q3 2021none listed holders, n.a.26 holders, $42.0bn
Q4 2021none listed holders, n.a.27 holders, $39.7bn
Q1 2022none listed holders, n.a.20 holders, $45.0bn
Q2 2022none listed holders, n.a.36 holders, $33.2bn
Q3 2022none listed holders, n.a.35 holders, $32.3bn
Q4 2022none listed holders, n.a.35 holders, $34.4bn
Q1 2023none listed holders, n.a.32 holders, $38.7bn
Q2 2023none listed holders, n.a.30 holders, $40.1bn
Q3 2023none listed holders, n.a.34 holders, $34.1bn
Q4 20233 holders, $20m28 holders, $42.5bn
Q1 20244 holders, $78m33 holders, $52.6bn
Q2 20243 holders, $35m31 holders, $52.6bn
Q3 20244 holders, $63m30 holders, $60.7bn
Q4 20242 holders, $37m26 holders, $65.8bn
Q1 20253 holders, $49m33 holders, $59.9bn
Q2 20252 holders, $39m29 holders, $69.4bn
Q3 20252 holders, $64m30 holders, $70.8bn
Q4 20252 holders, $38m31 holders, $77.2bn
Q1 20261 holders, $15m33 holders, $61.2bn
Q2 2026none listed holders, n.a.30 holders, $65.4bn
LU

Lufax Holding LTD

Holders
1
Reported value
$15m
Buyers
2
Sellers
9

Breadth -7 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.

Both (0)

No tracked manager lists every one of them.

Only LU (1)

Baillie Gifford & Co

Only AXP (33)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, 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, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, and 8 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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