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AXP in the 13F filings

American Express Co · CUSIP 025816109

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Jul 2026
Managers listing it
42
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 32 listed it in both
Shares listed
194,715,320
combined, among listed positions
Reported value
$65.9bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 26 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -8,587,608.

Managers listing AXP in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

42 of 42 holders

ActionFiling
Berkshire Hathaway Inc151,610,700$51.3bn17.14%Held014 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc7,005,840$2.4bn0.24%Added+13,10014 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)6,007,554$2.0bn0.09%Trimmed-3,257,44413 Aug 2026 (the filing on sec.gov)
MFS Investment Management4,467,904$1.5bn0.49%Trimmed-599,7513 Aug 2026 (the filing on sec.gov)
Artisan Partners LP4,521,044$1.5bn2.42%Trimmed-72,83913 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP3,219,942$1.1bn0.19%Trimmed-965,03714 Aug 2026 (the filing on sec.gov)
Invesco Ltd2,847,449$963m0.08%Trimmed-473,03614 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,382,750$806m0.33%Added+67,84114 Aug 2026 (the filing on sec.gov)
Capital World Investors2,094,222$708m0.08%Trimmed-745,03512 Aug 2026 (the filing on sec.gov)
First Eagle Investment Management LLC1,680,147$568m0.94%Added+17,5195 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,580,103$534m0.25%Trimmed-402,23514 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP1,429,163$483m0.38%Added+1,303,12013 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors741,644$251munder 0.1%Trimmed-2,428,90712 Aug 2026 (the filing on sec.gov)
Markel Group Inc490,450$166m1.26%Held031 Jul 2026 (the filing on sec.gov)
AllianceBernstein LP545,020$165m0.05%Trimmed-16,80614 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC427,672$145m0.05%Trimmed-185,69814 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC400,609$136munder 0.1%Added+241,64614 Aug 2026 (the filing on sec.gov)
GAMCO Investors Inc388,962$132m1.18%Trimmed-4,74612 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC349,260$118m0.08%Trimmed-13,71827 Oct 2026 (the filing on sec.gov)
Man Group PLC337,842$114m0.18%Trimmed-191,29314 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC312,334$106munder 0.1%Trimmed-91,0622 Sep 2026 (the filing on sec.gov)
Dodge & Cox271,279$92munder 0.1%Trimmed-6,21113 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC236,120$80m0.34%Trimmed-22,59714 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC234,516$79m0.10%Added+42,42414 Aug 2026 (the filing on sec.gov)
Harris Associates LP203,453$69m0.09%Trimmed-25314 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
30 in Q3 2024 to 30 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AXP by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201322$24.6bnn.a.n.a.
Q3 201325$25.6bnn.a.n.a.
Q4 201324$30.4bnn.a.n.a.
Q1 201426$30.2bnn.a.n.a.
Q2 201424$32.0bnn.a.n.a.
Q3 201429$28.4bnn.a.n.a.
Q4 201423$28.8bnn.a.n.a.
Q1 201533$23.5bnn.a.n.a.
Q2 201526$23.2bnn.a.n.a.
Q3 201529$22.6bnn.a.n.a.
Q4 201529$21.3bnn.a.n.a.
Q1 201627$17.9bnn.a.n.a.
Q2 201623$17.3bnn.a.n.a.
Q3 201629$18.0bnn.a.n.a.
Q4 201624$20.1bnn.a.n.a.
Q1 201724$21.1bnn.a.n.a.
Q2 201724$22.3bnn.a.n.a.
Q3 201727$23.7bnn.a.n.a.
Q4 201726$25.5bnn.a.n.a.
Q1 201832$23.9bnn.a.n.a.
Q2 201828$26.0bnn.a.n.a.
Q3 201829$28.6bnn.a.n.a.
Q4 201828$26.4bnn.a.n.a.
Q1 201928$29.4bnn.a.n.a.
Q2 201923$32.7bnn.a.n.a.
Q3 201930$31.4bnn.a.n.a.
Q4 201928$33.2bnn.a.n.a.
Q1 202026$22.8bnn.a.n.a.
Q2 202025$24.2bnn.a.n.a.
Q3 202024$25.7bnn.a.n.a.
Q4 202021$30.8bnn.a.n.a.
Q1 202124$36.9bnn.a.n.a.
Q2 202121$42.9bnn.a.n.a.
Q3 202126$42.0bnn.a.n.a.
Q4 202127$39.7bnn.a.n.a.
Q1 202220$45.0bnn.a.n.a.
Q2 202236$33.2bnn.a.n.a.
Q3 202235$32.3bnn.a.n.a.
Q4 202235$34.4bnn.a.n.a.
Q1 202332$38.7bnn.a.n.a.
Q2 202330$40.1bnn.a.n.a.
Q3 202334$34.1bnn.a.n.a.
Q4 202328$42.5bn1116
Q1 202433$52.6bn1715
Q2 202431$52.6bn1316
Q3 202430$60.7bn1612
Q4 202426$65.8bn716
Q1 202533$59.9bn1713
Q2 202529$69.4bn1115
Q3 202530$70.8bn1116
Q4 202531$77.2bn1722
Q1 202633$61.2bn2221
Q2 202630$65.4bn1526

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AXP and V →AXP and BAC →AXP and MA →Choose a stock to compare with AXP →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AXP, latest filings →Back to the 13F Explorer →