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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: +1.4pt. 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 $95.44B across 305,279,332 shares. The largest holder is BERKSHIRE HATHAWAY INC with a position worth $45.86B (17.43% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 9 funds increased their holdings. 11 funds reduced their position.
Total Institutional Value
$95.44B
Total Shares Held
305,279,332
Institutional Holders
23
% of Shares Outstanding
44.7%
of 682.33M shares · SEC 2026-04-17
Days to Cover
2.9-10.4%
10.84M shares short · FINRA 2026-06-30
Tracked 13F institutions hold 44.7% 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 2026-04-17), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
17
$39.71M
Total Transactions
17
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Glenda G McNeal | S | Sale | 7,033 | $2.39M |
| Mar 13, 2026 | Raymond Joabar | S | Sale | 16 | $4.82K |
| Mar 13, 2026 | Raymond Joabar | S | Sale | 16 | $4.82K |
| Mar 6, 2026 | Quinn Jessica Lieberman | S | Sale | 3,032 | $909.66K |
| Mar 6, 2026 | Quinn Jessica Lieberman | S | Sale | 3,032 | $909.66K |
| Mar 2, 2026 | Raymond Joabar | S | Sale | 24 | $7.44K |
| 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 |
Showing 10 of 17 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | $45.86B | 17.43% | - |
| 2 | VANGUARD GROUP INC | $17.06B | 0.25% | +0.2% |
| 3 | BlackRock, Inc. | $12.68B | 0.22% | -1.0% |
| 4 | STATE STREET CORP | $8.84B | 0.31% | -0.8% |
| 5 | FMR LLC | $2.80B | 0.15% | +10.2% |
| 6 | Fisher Asset Management, LLC | $2.80B | 0.95% | +2.5% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.12B | 0.24% | -4.7% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $1.27B | 0.24% | -47.5% |
| 9 | Capital Research Global Investors | $959.02M | 0.15% | -29.0% |
| 10 | MILLENNIUM MANAGEMENT LLC | $201.41M | 0.08% | +45.5% |
| 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 $45.86B, representing 17.43% of their portfolio. In total, 23 institutional investors hold AXP with a combined value of $95.44B.
In the most recent quarter, 1 fund opened a new position in AXP. Additionally, 9 increased their holdings and 11 reduced their positions.
Institutional investors hold $95.44B worth of AXP stock across 23 positions. The largest institutional holder is BERKSHIRE HATHAWAY INC with $45.86B 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
$326.17
2026-07-24
YTD
-12.5%
37% of 52-week range
