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BEN · 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.

BENAXP
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.
  • BEN
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterBENAXP
Q3 20206 holders, $79m24 holders, $25.7bn
Q4 20204 holders, $207m21 holders, $30.8bn
Q1 20216 holders, $321m24 holders, $36.9bn
Q2 20215 holders, $505m21 holders, $42.9bn
Q3 20219 holders, $375m26 holders, $42.0bn
Q4 20218 holders, $449m27 holders, $39.7bn
Q1 20228 holders, $336m20 holders, $45.0bn
Q2 20225 holders, $276m36 holders, $33.2bn
Q3 20225 holders, $336m35 holders, $32.3bn
Q4 20228 holders, $724m35 holders, $34.4bn
Q1 20235 holders, $683m32 holders, $38.7bn
Q2 20234 holders, $666m30 holders, $40.1bn
Q3 20233 holders, $567m34 holders, $34.1bn
Q4 20235 holders, $813m28 holders, $42.5bn
Q1 20246 holders, $730m33 holders, $52.6bn
Q2 202410 holders, $275m31 holders, $52.6bn
Q3 20248 holders, $262m30 holders, $60.7bn
Q4 20247 holders, $275m26 holders, $65.8bn
Q1 202510 holders, $328m33 holders, $59.9bn
Q2 202510 holders, $403m29 holders, $69.4bn
Q3 20258 holders, $140m30 holders, $70.8bn
Q4 20257 holders, $270m31 holders, $77.2bn
Q1 20267 holders, $512m33 holders, $61.2bn
Q2 20269 holders, $774m30 holders, $65.4bn
BEN

Franklin Resources Inc

Holders
9
Reported value
$774m
Buyers
11
Sellers
19

Breadth -8 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
30
Reported value
$65.4bn
Buyers
15
Sellers
26

Breadth -11 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 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 BEN (4)

Holocene Advisors LP, Point72 Asset Management LP, Polen Capital Management LLC, Verition Fund Management LLC

Only AXP (25)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, 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, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP

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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