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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 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 1 Nov 2024
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 24 listed it in both
Shares listed
223,960,399
combined, among listed positions
Reported value
$60.7bn
combined, at the quarter end

Among the 94 comparable managers: 16 buyers (opened or added shares) and 12 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Berkshire Hathaway Inc151,610,700$41.1bn15.44%Held014 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP16,073,972$4.4bn0.76%Trimmed-3,033,34114 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)11,003,715$3.0bn0.18%Added+866,1105 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc9,396,518$2.5bn0.29%Added+260,11514 Nov 2024 (the filing on sec.gov)
MFS Investment Management9,193,401$2.5bn0.74%Trimmed-365,25012 Nov 2024 (the filing on sec.gov)
Invesco Ltd4,986,241$1.4bn0.26%Trimmed-111,98512 Nov 2024 (the filing on sec.gov)
Artisan Partners LP4,863,701$1.3bn1.96%Added+24,86812 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd3,960,842$1.1bn0.55%Added+33,19314 Nov 2024 (the filing on sec.gov)
Capital World Investors3,629,294$984m0.15%Added+3,07513 Nov 2024 (the filing on sec.gov)
First Eagle Investment Management LLC2,597,888$705m1.45%Added+72912 Nov 2024 (the filing on sec.gov)
Capital Research Global Investors1,043,247$283m0.06%Added+357,20313 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP840,652$228m0.19%Added+315,66514 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP714,003$194m0.07%Trimmed-340,18214 Nov 2024 (the filing on sec.gov)
GAMCO Investors Inc547,713$149m1.52%Trimmed-18,59814 Nov 2024 (the filing on sec.gov)
Markel Group Inc484,250$131m1.18%Held01 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.445,179$121m0.10%Trimmed-378,14214 Nov 2024 (the filing on sec.gov)
Dodge & Cox410,665$111m0.06%Trimmed-5,60413 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC373,965$101m0.08%Added+4,78914 Nov 2024 (the filing on sec.gov)
Millennium Management LLC370,632$101munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Harris Associates LP349,545$95m0.12%Trimmed-582,19714 Nov 2024 (the filing on sec.gov)
Man Group PLC237,478$64m0.17%Trimmed-67,98714 Nov 2024 (the filing on sec.gov)
Walleye Capital LLC212,947$58m0.12%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP202,705$55m0.22%Added+159,69414 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC184,725$50m0.07%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC113,883$31m0.05%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, 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 (1)

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 →