AXP
American Express Company · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 183 | -2 | 491.47M | $166.29B | +2 | −3 |
| Q1 2026 | 187 | +5 | 495.25M | $149.75B | +8 | −4 |
| Q4 2025 | 181 | +1 | 519.00M | $191.85B | +2 | — |
| Q3 2025 | 26 | +1 | 389.85M | $129.48B | +2 | −2 |
| Q2 2025 | 23 | -3 | 338.13M | $107.84B | — | −3 |
| Q1 2025 | 23 | +1 | 241.57M | $64.98B | +1 | — |
| Q4 2024 | 22 | 0 | 240.05M | $71.24B | — | — |
| Q3 2024 | 21 | -3 | 212.13M | $57.52B | — | −3 |
| Q2 2024 | 24 | — | 215.53M | $49.90B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway ✦ | 151.61M | 0.0% | $45.00B | 16.8% | Held | 3 | SEC ↗ ×3 |
| 2 | State Street Global Advisors ✦ (passive) | 29.78M | — | $8.84B | 0.3% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 15.86M | -1.4% | $4.71B | 0.9% | ▼ Trim | 3 | SEC ↗ ×9 |
| 4 | Geode Capital Management ✦ (passive) | 11.75M | +2.3% | $3.48B | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Fisher Asset Management ✦ | 8.76M | +1.1% | $2.60B | 1.0% | ▲ Add | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 8.43M | -10.3% | $2.50B | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (passive) | 6.02M | -9.2% | $1.79B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | Capital World Investors ✦ | 3.70M | +2.1% | $1.10B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 817.03K | -2.8% | $242.49M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 10 | GAMCO Investors ✦ | 514.19K | -6.1% | $152.61M | 1.6% | ▼ Trim | 3 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 488.29K | -4.1% | $144.92M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 12 | Markel Group ✦ | 484.25K | 0.0% | $143.72M | 1.3% | Held | 3 | SEC ↗ ×2 |
| 13 | Dodge & Cox ✦ | 399.34K | -2.8% | $118.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 393.39K | -11.6% | $116.75M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Harris Associates (Oakmark) ✦ | 289.81K | -17.1% | $86.01M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 233.41K | +26.4% | $69.27M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Citadel Advisors ✦ | 224.46K | -30.1% | $66.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 172.24K | -53.5% | $51.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Tweedy, Browne ✦ | 89.55K | -10.5% | $26.58M | 1.8% | ▼ Trim | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 14.52K | +2.2% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 12.00K | -0.1% | $3.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 3.81K | -93.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,861 holders, 557.24M shares, $163.44B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 8.81K sh · $2.97M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology