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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 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 Feb 2024
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 27 listed it in both
Shares listed
226,714,910
combined, among listed positions
Reported value
$42.5bn
combined, at the quarter end

Among the 93 comparable managers: 11 buyers (opened or added shares) and 16 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 Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Berkshire Hathaway Inc151,610,700$28.4bn8.07%Held014 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP17,856,058$3.3bn0.62%Trimmed-2,498,30312 Feb 2024 (the filing on sec.gov)
MFS Investment Management10,502,519$2.0bn0.64%Trimmed-767,2518 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc7,785,059$1.5bn0.20%Added+448,06016 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)6,382,574$1.2bn0.09%Added+1,088,9025 Nov 2026 (the filing on sec.gov)
Invesco Ltd5,940,465$1.1bn0.26%Added+194,92813 Feb 2024 (the filing on sec.gov)
Harris Associates LP5,008,226$938m1.62%Added+2,084,48414 Feb 2024 (the filing on sec.gov)
Artisan Partners LP4,855,211$910m1.40%Added+496,15312 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd4,231,599$793m0.47%Trimmed-74,38614 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP3,475,345$651m0.25%Added+37,14614 Feb 2024 (the filing on sec.gov)
First Eagle Investment Management LLC2,601,210$487m1.16%Trimmed-2,7498 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP1,218,713$228m0.89%Trimmed-172,63514 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,200,033$225m0.20%Trimmed-95,85914 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc631,620$118m1.26%Trimmed-21,73414 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC494,488$93m0.18%Trimmed-427,26714 Feb 2024 (the filing on sec.gov)
Markel Group Inc484,250$91m0.99%Held02 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP442,778$83m0.09%Trimmed-50,88814 Feb 2024 (the filing on sec.gov)
Dodge & Cox434,097$81m0.05%Trimmed-9,57722 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC350,146$66m0.06%Added+2,43214 Nov 2024 (the filing on sec.gov)
Man Group PLC301,833$57m0.16%Trimmed-94,81514 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC255,906$48m0.09%Trimmed-84,14014 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC208,578$39m0.07%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC191,846$36m0.08%Added+30,88014 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP171,569$32m0.07%Trimmed-612,98214 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC48,230$9.0m0.06%Trimmed-394,07714 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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 (0)

No new position among listed positions.

Exited (1)

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 →