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TROW · 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.

TROWAXP
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.
  • TROW
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterTROWAXP
Q3 202016 holders, $852m24 holders, $25.7bn
Q4 202015 holders, $1.2bn21 holders, $30.8bn
Q1 202112 holders, $1.2bn24 holders, $36.9bn
Q2 202115 holders, $1.7bn21 holders, $42.9bn
Q3 202119 holders, $1.3bn26 holders, $42.0bn
Q4 202118 holders, $1.6bn27 holders, $39.7bn
Q1 202216 holders, $781m20 holders, $45.0bn
Q2 202213 holders, $546m36 holders, $33.2bn
Q3 202213 holders, $474m35 holders, $32.3bn
Q4 202214 holders, $350m35 holders, $34.4bn
Q1 202314 holders, $745m32 holders, $38.7bn
Q2 202313 holders, $530m30 holders, $40.1bn
Q3 202310 holders, $408m34 holders, $34.1bn
Q4 202311 holders, $565m28 holders, $42.5bn
Q1 202412 holders, $875m33 holders, $52.6bn
Q2 20249 holders, $374m31 holders, $52.6bn
Q3 20249 holders, $341m30 holders, $60.7bn
Q4 202410 holders, $622m26 holders, $65.8bn
Q1 202510 holders, $606m33 holders, $59.9bn
Q2 20257 holders, $480m29 holders, $69.4bn
Q3 20256 holders, $476m30 holders, $70.8bn
Q4 20256 holders, $560m31 holders, $77.2bn
Q1 202610 holders, $754m33 holders, $61.2bn
Q2 202613 holders, $877m30 holders, $65.4bn
TROW

T Rowe Price Group Inc

Holders
13
Reported value
$877m
Buyers
15
Sellers
17

Breadth -2 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 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TROW (6)

Caxton Associates LLP, ExodusPoint Capital Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Investments LP

Only AXP (23)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, 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, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, 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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