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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 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 7 Feb 2025
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 24 listed it in both
Shares listed
221,636,918
combined, among listed positions
Reported value
$65.8bn
combined, at the quarter end

Among the 94 comparable managers: 7 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Berkshire Hathaway Inc151,610,700$45.0bn16.84%Held014 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP15,857,117$4.7bn0.86%Trimmed-216,85512 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)10,914,258$3.2bn0.19%Trimmed-89,4575 Nov 2026 (the filing on sec.gov)
MFS Investment Management8,546,086$2.5bn0.80%Trimmed-647,31512 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc8,429,912$2.5bn0.29%Trimmed-966,60614 Feb 2025 (the filing on sec.gov)
Invesco Ltd4,625,900$1.4bn0.25%Trimmed-360,34113 Feb 2025 (the filing on sec.gov)
Artisan Partners LP4,437,167$1.3bn1.98%Trimmed-426,53412 Feb 2025 (the filing on sec.gov)
Capital World Investors3,704,271$1.1bn0.17%Added+74,97713 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd3,483,938$1.0bn0.53%Trimmed-476,90414 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors2,986,710$886m0.18%Added+1,943,46313 Feb 2025 (the filing on sec.gov)
First Eagle Investment Management LLC2,352,053$698m1.56%Trimmed-245,83510 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP817,028$242m0.19%Trimmed-23,62412 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP675,442$200m0.07%Trimmed-38,56112 Feb 2025 (the filing on sec.gov)
GAMCO Investors Inc514,187$153m1.60%Trimmed-33,52613 Feb 2025 (the filing on sec.gov)
Markel Group Inc484,250$144m1.27%Held07 Feb 2025 (the filing on sec.gov)
Dodge & Cox399,340$119m0.07%Trimmed-11,32513 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.393,387$117m0.09%Trimmed-51,79214 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC341,717$101m0.08%Trimmed-32,24813 Feb 2025 (the filing on sec.gov)
Harris Associates LP289,809$86m0.11%Trimmed-59,73614 Feb 2025 (the filing on sec.gov)
Man Group PLC262,632$78m0.21%Added+25,15414 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP234,875$70m0.22%Added+32,17014 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC233,406$69m0.09%Added+48,68114 Feb 2025 (the filing on sec.gov)
Woodline Partners LP33,421$9.9m0.07%Newnew14 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP4,575$1.4munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP3,805$1.1munder 0.1%Trimmed-52,67113 Feb 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2024 to Q4 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 (2)

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 →