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SPGI · 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.

SPGIAXP
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.
  • SPGI
  • AXP
0204060202120222023202420252026
Holders and value by quarter
QuarterSPGIAXP
Q3 202032 holders, $11.7bn24 holders, $25.7bn
Q4 202038 holders, $11.8bn21 holders, $30.8bn
Q1 202135 holders, $16.0bn24 holders, $36.9bn
Q2 202139 holders, $19.8bn21 holders, $42.9bn
Q3 202141 holders, $19.8bn26 holders, $42.0bn
Q4 202144 holders, $21.9bn27 holders, $39.7bn
Q1 202242 holders, $22.3bn20 holders, $45.0bn
Q2 202233 holders, $16.2bn36 holders, $33.2bn
Q3 202235 holders, $13.6bn35 holders, $32.3bn
Q4 202233 holders, $14.5bn35 holders, $34.4bn
Q1 202335 holders, $14.9bn32 holders, $38.7bn
Q2 202327 holders, $17.0bn30 holders, $40.1bn
Q3 202328 holders, $14.9bn34 holders, $34.1bn
Q4 202335 holders, $18.3bn28 holders, $42.5bn
Q1 202444 holders, $17.8bn33 holders, $52.6bn
Q2 202437 holders, $19.2bn31 holders, $52.6bn
Q3 202439 holders, $21.1bn30 holders, $60.7bn
Q4 202432 holders, $19.1bn26 holders, $65.8bn
Q1 202537 holders, $19.2bn33 holders, $59.9bn
Q2 202539 holders, $19.7bn29 holders, $69.4bn
Q3 202538 holders, $17.9bn30 holders, $70.8bn
Q4 202532 holders, $17.2bn31 holders, $77.2bn
Q1 202636 holders, $16.1bn33 holders, $61.2bn
Q2 202635 holders, $16.6bn30 holders, $65.4bn
SPGI

S&P Global Inc

Holders
35
Reported value
$16.6bn
Buyers
23
Sellers
23

Breadth 0 among 91 comparable managers.

Business and payment 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 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SPGI (15)

Acadian Asset Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Caxton Associates LLP, Citadel Advisors LLC, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Millennium Management LLC, Pershing Square Capital Management LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Soros Fund Management LLC, TCI Fund Management Ltd, Two Sigma Investments LP, Verition Fund Management LLC

Only AXP (10)

Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, First Eagle Investment Management LLC, Freestone Grove Partners LP, Harris Associates LP, Hudson Bay Capital Management LP, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC

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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