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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 23 tracked institutions holding AXP, 16 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +1.3pt. It's a gauge of who owns the name, not just how many.
Among the 23 tracked institutional investors we monitor, AXP (AMERICAN EXPRESS CO) is held with a combined value of $102.07B across 297,481,075 shares. The largest holder is BERKSHIRE HATHAWAY INC with a position worth $51.28B (17.14% of their portfolio). 7 funds increased their holdings. 13 funds reduced their position.
Total Institutional Value
$102.07B
Total Shares Held
297,481,075
Institutional Holders
23
% of Shares Outstanding
44.1%
of 675.31M shares · SEC 2026-07-14
Days to Cover
5.0-10.4%
10.88M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 44.1% of AXP's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-14), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
15
$41.76M
Total Transactions
15
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Monique Herena | S | Sale | 8,811 | $2.97M |
| Jun 15, 2026 | Glenda G McNeal | S | Sale | 7,033 | $2.39M |
| Mar 13, 2026 | Raymond Joabar | S | Sale | 16 | $4.82K |
| Mar 6, 2026 | Quinn Jessica Lieberman | S | Sale | 3,032 | $909.66K |
| Mar 2, 2026 | Raymond Joabar | S | Sale | 24 | $7.44K |
| Feb 19, 2026 | Raymond Joabar | S | Sale | 2,840 | $965.68K |
| Feb 19, 2026 | Raymond Joabar | S | Sale | 4,977 | $1.70M |
| Feb 19, 2026 | Raymond Joabar | S | Sale | 3,348 | $1.14M |
| Feb 19, 2026 | Raymond Joabar | S | Sale | 2,835 | $961.01K |
| Feb 12, 2026 | Howard Grosfield | S | Sale | 8,134 | $2.82M |
Showing 10 of 15 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | $51.28B | 17.14% | - |
| 2 | VANGUARD GROUP INC | $17.06B | 0.25% | +0.2% |
| 3 | BlackRock, Inc. | $14.21B | 0.21% | +0.2% |
| 4 | STATE STREET CORP | $9.84B | 0.29% | -0.5% |
| 5 | Fisher Asset Management, LLC | $3.19B | 0.95% | +1.9% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.37B | 0.24% | +0.2% |
| 7 | FMR LLC | $2.03B | 0.09% | -35.2% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $1.09B | 0.19% | -23.1% |
| 9 | Capital Research Global Investors | $250.86M | 0.03% | -76.6% |
| 10 | MARKEL GROUP INC. | $165.89M | 1.26% | - |
| Member | Type | Date |
|---|---|---|
| Richard W. Allen | Buy | May 8, 2026 |
| Rick Larsen | Sell | Apr 7, 2026 |
| Jared Moskowitz | Buy | Mar 31, 2026 |
| Alan Armstrong | Buy |
As of the latest SEC 13F filings, BERKSHIRE HATHAWAY INC is the largest institutional holder of AXP with a position worth $51.28B, representing 17.14% of their portfolio. In total, 23 institutional investors hold AXP with a combined value of $102.07B.
Institutional investors hold $102.07B worth of AXP stock across 23 positions. The largest institutional holder is BERKSHIRE HATHAWAY INC with $51.28B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For AXP, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their AXP positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Mar 27, 2026 |
| Shelley M Capito | Buy | Mar 11, 2026 |
| Markwayne Mullin | Buy | Dec 29, 2025 |
| Julie Johnson | Sell | Dec 18, 2025 |
| Julie Johnson | Sell | Nov 13, 2025 |
Showing 8 of 38. STOCK Act disclosures lag up to 45 days.
Last Close
$321.80
2026-09-09
YTD
-13.7%
32% of 52-week range
