Which funds own AXP
American Express Co in the Q2 2026 filings. At least 19 of the 89 current managers on file reported a position, worth $63.8bn 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 4 buying.
- Managers holding
- 19
- at least, of 89 current
- Combined value
- $63.8bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 3
- 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 |
| Capital World Investors Long-only · $846bn book | $708m | 0.1% | 2,094,222 | -$150m-745,035 | Trimmed |
| First Eagle Investment Management LLC Activist · $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 Activist · $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 Activist · $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 Activist · $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
Last reported earlier
These managers’ latest filings are from an earlier quarter, so they are not counted above.
- Janus Henderson Group Ltd · Q1 2026$700m · 0.3%
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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The holdings, every quarter, and the week between
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