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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
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 26 listed it in both
Shares listed
222,577,575
combined, among listed positions
Reported value
$59.9bn
combined, at the quarter end

Among the 95 comparable managers: 17 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing AXP in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
Berkshire Hathaway Inc151,610,700$40.8bn15.70%Held015 May 2025 (the filing on sec.gov)
Wellington Management Group LLP18,025,562$4.8bn0.93%Added+2,168,44513 May 2025 (the filing on sec.gov)
Fidelity (FMR LLC)10,471,990$2.8bn0.18%Trimmed-442,2685 Nov 2026 (the filing on sec.gov)
MFS Investment Management7,869,281$2.1bn0.70%Trimmed-676,8052 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc7,266,301$2.0bn0.24%Trimmed-1,163,61114 May 2025 (the filing on sec.gov)
Artisan Partners LP4,487,434$1.2bn1.95%Added+50,26714 May 2025 (the filing on sec.gov)
Invesco Ltd4,324,951$1.2bn0.22%Trimmed-300,94912 May 2025 (the filing on sec.gov)
Capital World Investors3,913,117$1.1bn0.17%Added+208,84612 May 2025 (the filing on sec.gov)
Capital Research Global Investors3,595,183$967m0.21%Added+608,47312 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd3,460,599$919m0.50%Trimmed-23,33915 May 2025 (the filing on sec.gov)
First Eagle Investment Management LLC2,105,274$566m1.18%Trimmed-246,77912 May 2025 (the filing on sec.gov)
AllianceBernstein LP602,560$162m0.06%Trimmed-72,88215 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP576,023$155m0.13%Trimmed-241,00514 May 2025 (the filing on sec.gov)
Squarepoint Ops LLC543,929$146m0.18%Addedn.a.27 Aug 2025 (the filing on sec.gov)
GAMCO Investors Inc490,444$132m1.45%Trimmed-23,74314 May 2025 (the filing on sec.gov)
Markel Group Inc484,250$130m1.16%Held02 May 2025 (the filing on sec.gov)
Dodge & Cox374,172$101m0.06%Trimmed-25,16814 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC367,528$99m0.08%Added+25,81127 Oct 2026 (the filing on sec.gov)
Man Group PLC356,334$96m0.24%Added+93,70215 May 2025 (the filing on sec.gov)
D. E. Shaw & Co.355,833$96m0.09%Trimmed-37,55415 May 2025 (the filing on sec.gov)
AQR Capital Management LLC328,711$86m0.09%Added+95,30515 May 2025 (the filing on sec.gov)
Millennium Management LLC310,342$83munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Harris Associates LP262,756$71m0.12%Trimmed-27,05315 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC109,239$29m0.18%Addedn.a.15 May 2025 (the filing on sec.gov)
Tudor Investment Corp76,000$20m0.07%Newnew15 May 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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 (3)

Exited (0)

No exit shown by a manager’s own filing.

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 →