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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 1 May 2026
Managers listing it
43
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 28 listed it in both
Shares listed
203,302,928
combined, among listed positions
Reported value
$61.6bn
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: 22 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -6,189,348.

Managers listing AXP in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

43 of 43 holders

ActionFiling
Berkshire Hathaway Inc151,610,700$45.9bn17.43%Held015 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)9,264,998$2.8bn0.15%Added+856,12515 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc6,992,740$2.1bn0.24%Trimmed-346,76715 May 2026 (the filing on sec.gov)
MFS Investment Management5,067,655$1.6bn0.52%Trimmed-739,80414 May 2026 (the filing on sec.gov)
Artisan Partners LP4,593,883$1.4bn2.23%Added+76,56613 May 2026 (the filing on sec.gov)
Wellington Management Group LLP4,184,979$1.3bn0.24%Trimmed-3,780,89915 May 2026 (the filing on sec.gov)
Invesco Ltd3,320,485$1.0bn0.10%Added+124,00112 May 2026 (the filing on sec.gov)
Capital Research Global Investors3,170,551$959m0.15%Trimmed-1,297,08613 May 2026 (the filing on sec.gov)
Capital World Investors2,839,257$859m0.12%Trimmed-4,676,41813 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd2,314,909$700m0.33%Trimmed-175,58218 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,982,338$600m0.36%Added+1,936,80015 May 2026 (the filing on sec.gov)
First Eagle Investment Management LLC1,662,628$503m0.85%Added+22,78214 May 2026 (the filing on sec.gov)
AllianceBernstein LP561,826$208m0.07%Trimmed-19,88515 May 2026 (the filing on sec.gov)
AQR Capital Management LLC613,370$185m0.08%Added+285,17215 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC550,880$167m0.26%Newnew14 May 2026 (the filing on sec.gov)
Man Group PLC529,135$160m0.29%Added+169,54515 May 2026 (the filing on sec.gov)
Markel Group Inc490,450$148m1.24%Added+1,9501 May 2026 (the filing on sec.gov)
Citadel Advisors LLC403,396$122munder 0.1%Added+77,82615 May 2026 (the filing on sec.gov)
GAMCO Investors Inc393,708$119m1.17%Trimmed-28,51314 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC362,978$110m0.08%Trimmed-5,40427 Oct 2026 (the filing on sec.gov)
Millennium Management LLC343,161$104munder 0.1%Added+137,42215 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP328,482$99munder 0.1%Added+143,29515 May 2026 (the filing on sec.gov)
Dodge & Cox277,490$84munder 0.1%Trimmed-15,05914 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC258,717$78m0.31%Newnew15 May 2026 (the filing on sec.gov)
Harris Associates LP203,706$62m0.08%Trimmed-15,37115 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (6)

Exited (4)

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 →