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RGLD · 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.

RGLDAXP
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.
  • RGLD
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterRGLDAXP
Q3 202012 holders, $1.5bn24 holders, $25.7bn
Q4 202011 holders, $1.4bn21 holders, $30.8bn
Q1 20217 holders, $1.4bn24 holders, $36.9bn
Q2 20216 holders, $1.5bn21 holders, $42.9bn
Q3 20216 holders, $1.3bn26 holders, $42.0bn
Q4 202110 holders, $1.5bn27 holders, $39.7bn
Q1 20227 holders, $1.8bn20 holders, $45.0bn
Q2 202211 holders, $1.2bn36 holders, $33.2bn
Q3 20227 holders, $1.1bn35 holders, $32.3bn
Q4 20227 holders, $1.3bn35 holders, $34.4bn
Q1 202310 holders, $1.6bn32 holders, $38.7bn
Q2 20238 holders, $1.4bn30 holders, $40.1bn
Q3 20238 holders, $1.5bn34 holders, $34.1bn
Q4 20238 holders, $1.6bn28 holders, $42.5bn
Q1 20249 holders, $1.6bn33 holders, $52.6bn
Q2 202410 holders, $1.7bn31 holders, $52.6bn
Q3 20248 holders, $2.0bn30 holders, $60.7bn
Q4 20248 holders, $1.9bn26 holders, $65.8bn
Q1 202510 holders, $2.5bn33 holders, $59.9bn
Q2 202510 holders, $2.8bn29 holders, $69.4bn
Q3 202514 holders, $2.9bn30 holders, $70.8bn
Q4 202510 holders, $3.4bn31 holders, $77.2bn
Q1 202618 holders, $4.5bn33 holders, $61.2bn
Q2 202612 holders, $3.1bn30 holders, $65.4bn
RGLD

Royal Gold Inc

Holders
12
Reported value
$3.1bn
Buyers
16
Sellers
20

Breadth -4 among 91 comparable managers.

Other financial services
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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RGLD (5)

Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Tudor Investment Corp, Verition Fund Management LLC

Only AXP (23)

AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, 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, Wellington Management Group LLP, Woodline Partners LP

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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