Free · no sign-up · Q2 2026

Which funds own AXP

American Express Co in the Q2 2026 filings. At least 20 of the 91 current managers on file reported a position, worth $64.6bn between them. At least a fifth of the current managers on file hold it, which is a crowd without being the whole market. The quarter went the other way: 13 managers trimmed or sold out against 5 buying.

Managers holding: 20; at least, of 91 current
Combined value: $64.6bn; as reported
Opened: 1; new this quarter
Added to: 4; already held
Trimmed or sold out: 13; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Berkshire Hathaway Inc Long-only · $299bn book	$51.3bn	17%	151,610,700	+$5.4bn0	Held
T. Rowe Price Associates Inc Long-only · $999bn book	$2.4bn	0.2%	7,005,840	+$255m+13,100	Added
Fidelity (FMR LLC) Long-only · $2304bn book	$2.0bn	0.1%	6,007,554	-$770m-3,257,444	Trimmed
MFS Investment Management Long-only · $315bn book	$1.5bn	0.5%	4,467,904	-$26m-599,751	Trimmed
Artisan Partners LP Long-only · $63.1bn book	$1.5bn	2.4%	4,521,044	+$140m-72,839	Trimmed
Wellington Management Group LLP Long-only · $580bn book	$1.1bn	0.2%	3,219,942	-$177m-965,037	Trimmed
Invesco Ltd Long-only · $1264bn book	$963m	0.1%	2,847,449	-$41m-473,036	Trimmed
Janus Henderson Group Ltd Long-only · $245bn book	$806m	0.3%	2,382,750	+$106m+67,841	Added
Capital World Investors Long-only · $846bn book	$708m	0.1%	2,094,222	-$150m-745,035	Trimmed
First Eagle Investment Management LLC Value · $60.8bn book	$568m	0.9%	1,680,147	+$65m+17,519	Added
D. E. Shaw & Co. Quantitative · $210bn book	$535m	0.3%	1,580,103	-$65m-402,235	Trimmed
Marshall Wace LLP Quantitative · $127bn book	$483m	0.4%	1,429,163	+$445m+1,303,120	Added
Markel Group Inc Activist · $13.1bn book	$166m	1.3%	490,450	+$18m0	Held
GAMCO Investors Inc Activist · $11.1bn book	$132m	1.2%	388,962	+$13m-4,746	Trimmed
Man Group PLC Quantitative · $62.7bn book	$114m	0.2%	337,842	-$46m-191,293	Trimmed
Dodge & Cox Value · $191bn book	$92m	0.0%	271,279	+$7.8m-6,211	Trimmed
Voloridge Investment Management LLC Quantitative · $23.5bn book	$80m	0.3%	236,120	+$1.6m-22,597	Trimmed
Harris Associates LP Value · $75.4bn book	$69m	0.1%	203,453	+$7.2m-253	Trimmed
Freestone Grove Partners LP Multi-strategy · $15.6bn book	$32m	0.2%	93,391	opened93,391	New
Ruane Cunniff & Goldfarb LP Value · $6.4bn book	$300k	0.0%	932	unchanged0	Held

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Winton Group Ltd · Quantitative$4.3m held before

Ownership through time

At least 30 of the 95 managers whose filings are on file listed AXP in Q2 2026, against 22 in Q2 2013. 3 managers fewer than in Q1 2026: 1 started a position; 1 listed it again; 5 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Freestone Grove Partners LP$32m

Largest increases, by shares

Marshall Wace LLP126,043 to 1,429,163 shares+$441m
Freestone Grove Partners LPnew: 93,391 shares+$32m
Janus Henderson Group Ltd2,314,909 to 2,382,750 shares+$23m
Balyasny Asset Management LLC192,092 to 234,516 shares+$14m
Hudson Bay Capital Management LP26,078 to 50,686 shares+$8.3m

Largest decreases, by shares

Fidelity (FMR LLC)9,264,998 to 6,007,554 shares-$1.1bn
Capital Research Global Investors3,170,551 to 741,644 shares-$822m
Wellington Management Group LLP4,184,979 to 3,219,942 shares-$326m
Capital World Investors2,839,257 to 2,094,222 shares-$252m
MFS Investment Management5,067,655 to 4,467,904 shares-$206m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Berkshire Hathaway Inc	Q2 2013	$56.1bn	$51.3bn
T. Rowe Price Associates Inc	Q2 2013	$2.7bn	$2.4bn
Fidelity (FMR LLC)	Q2 2013	$3.7bn	$2.0bn
MFS Investment Management	Q2 2013	$2.5bn	$1.5bn
Artisan Partners LP	Q2 2013	$1.7bn	$1.5bn
Wellington Management Group LLP	Q2 2013	$6.1bn	$1.1bn
Invesco Ltd	Q2 2013	$1.4bn	$963m
Janus Henderson Group Ltd	Q2 2013	$1.1bn	$806m
Capital World Investors	Q2 2013	$6.2bn	$708m
First Eagle Investment Management LLC	Q2 2013	$1.4bn	$568m
D. E. Shaw & Co.	Q2 2013	$600m	$534m
Marshall Wace LLP	Q2 2014	$483m	$483m
Capital Research Global Investors	Q2 2013	$1.7bn	$251m
Markel Group Inc	Q2 2013	$181m	$166m
AllianceBernstein LP	Q2 2013	$1.3bn	$165m
Viking Global Investors LP	Q1 2015	$1.1bn	last listed Q4 2020
Egerton Capital UK LLP	Q3 2013	$1.0bn	last listed Q1 2020
ValueAct Holdings LP	Q2 2015	$863m	last listed Q3 2015
Arrowstreet Capital LP	Q2 2017	$581m	last listed Q1 2026
Susquehanna International Group LLP	Q3 2013	$574m	last listed Q1 2023
Third Point LLC	Q3 2018	$532m	last listed Q1 2019
Lone Pine Capital LLC	Q2 2013	$472m	last listed Q2 2016
Baillie Gifford & Co	Q3 2013	$403m	last listed Q3 2020
Renaissance Technologies LLC	Q1 2014	$373m	last listed Q1 2026
TCI Fund Management Ltd	Q2 2015	$299m	last listed Q4 2015

What AXP is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around AXP →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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