Who owns AXP (AXP)
Which tracked institutional funds hold AXP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AXP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AXP is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 1917 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AXP’s largest tracked holder by dollar value, BERKSHIRE HATHAWAY INC, sizes it at 17.4% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 17.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AXP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2871 tracked filers holding AXP, 1256 increased or opened the position and 1553 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AXP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1917
- BERKSHIRE HATHAWAY INC$45.9B
- BlackRock, Inc.$12.4B
- VANGUARD CAPITAL MANAGEMENT LLC$10.0B
- STATE STREET CORP$8.8B
- JPMORGAN CHASE & CO$6.1B
- GEODE CAPITAL MANAGEMENT, LLC$4.3B
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 151,610,700 | $45.9B | 26.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 40,937,041 | $12.4B | 7.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 33,010,215 | $10.0B | 5.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 29,227,721 | $8.8B | 5.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 20,408,323 | $6.1B | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 14,166,474 | $4.3B | 2.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 12,808,752 | $3.9B | 2.3% | 2026-Q1 |
| FMR LLC added | 9,251,760 | $2.8B | 1.6% | 2026-Q1 |
| Fisher Asset Management, LLC added | 9,250,373 | $2.8B | 1.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,952,555 | $2.4B | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,354,574 | $2.2B | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 6,992,740 | $2.1B | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 6,292,668 | $1.9B | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,690,672 | $1.7B | 1.0% | 2026-Q1 |
| Nuveen, LLC added | 5,590,781 | $1.7B | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 5,926,176 | $1.6B | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,247,405 | $1.6B | 0.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 5,067,655 | $1.6B | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,970,588 | $1.5B | 0.9% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 4,593,883 | $1.4B | 0.8% | 2026-Q1 |
| UBS Group AG added | 4,566,249 | $1.4B | 0.8% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 4,402,839 | $1.3B | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,178,962 | $1.3B | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,871,148 | $1.2B | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,853,217 | $1.2B | 0.7% | 2026-Q1 |
| Legal & General Group Plc added | 3,676,164 | $1.1B | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 3,256,755 | $985M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,213,955 | $977M | 0.6% | 2026-Q1 |
| Capital Research Global Investors trimmed | 3,170,551 | $959M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,996,751 | $906M | 0.5% | 2026-Q1 |
| Rothschild & Co Wealth Management UK Ltd trimmed | 2,844,158 | $860M | 0.5% | 2026-Q1 |
| Capital World Investors trimmed | 2,839,257 | $859M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,711,602 | $820M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,703,329 | $818M | 0.5% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 2,629,848 | $795M | 0.5% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,543,962 | $759M | 0.4% | 2026-Q1 |
| Amundi added | 2,491,756 | $754M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 2,321,698 | $702M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 2,314,909 | $700M | 0.4% | 2026-Q1 |
| Boston Partners trimmed | 2,056,161 | $622M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,982,338 | $600M | 0.4% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,965,738 | $595M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,740,656 | $527M | 0.3% | 2026-Q1 |
| TD Asset Management Inc trimmed | 1,698,093 | $514M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,668,075 | $505M | 0.3% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 1,662,628 | $503M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,662,311 | $503M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,617,299 | $489M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,565,565 | $474M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 1,451,606 | $439M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,449,965 | $439M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,421,221 | $430M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,354,683 | $410M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 1,273,396 | $385M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,244,954 | $377M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,236,438 | $374M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,199,259 | $363M | 0.2% | 2026-Q1 |
| National Pension Service trimmed | 1,181,272 | $357M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,172,115 | $355M | 0.2% | 2026-Q1 |
| Sustainable Growth Advisers, LP added | 1,122,014 | $339M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,091,479 | $330M | 0.2% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 1,078,158 | $326M | 0.2% | 2026-Q1 |
| Longview Partners (Guernsey) LTD trimmed | 1,075,538 | $325M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,060,440 | $321M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,015,893 | $307M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,006,358 | $304M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 942,481 | $285M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 938,394 | $284M | 0.2% | 2026-Q1 |
| PROVIDENT TRUST CO trimmed | 917,031 | $277M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 912,858 | $276M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 876,202 | $265M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 805,710 | $255M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed | 836,697 | $253M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 826,577 | $250M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 819,142 | $248M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 802,190 | $243M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 758,837 | $230M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 748,996 | $227M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 715,950 | $217M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 693,767 | $210M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 561,826 | $208M | 0.1% | 2026-Q1 |
| Aberdeen Group plc trimmed | 674,606 | $204M | 0.1% | 2026-Q1 |
| Beutel, Goodman & Co Ltd. trimmed | 664,522 | $201M | 0.1% | 2026-Q1 |
| S&G Foundation new | 641,100 | $194M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 631,766 | $190M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 621,806 | $188M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 620,937 | $187M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 612,859 | $185M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 609,885 | $184M | 0.1% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 605,259 | $183M | 0.1% | 2026-Q1 |
| Smead Capital Management, Inc. trimmed | 602,643 | $182M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 572,995 | $173M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 567,857 | $172M | 0.1% | 2026-Q1 |
| TIMUCUAN ASSET MANAGEMENT INC/FL trimmed | 562,998 | $170M | 0.1% | 2026-Q1 |
| TORONTO DOMINION BANK added | 561,323 | $170M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 550,880 | $167M | 0.1% | 2026-Q1 |
| Alphinity Investment Management Pty Ltd trimmed | 547,000 | $165M | 0.1% | 2026-Q1 |
| Man Group plc added | 529,135 | $160M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 46,098,983 | $17.1B | 10.0% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 670,140 | $223M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.