Guru Ownership Trend
Guru Analysis for American Express Company (AXP)
American Express Company (AXP), a key player in the Financials sector, continues to attract institutional attention.
As of Q4 2025, a total of 21 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $48.97 B.
Top institutional holders include Warren Buffett and Ken Fisher.
Notably, Warren Buffett has expressed high conviction in this stock, allocating 20.46% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $51.37 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Guy Spier reduced exposure by 69.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for American Express Company (AXP)
Major holders include Warren Buffett ($56.09 B), Ken Fisher ($3.34 B), First Eagle Investment ($606.66 M). According to the latest reported data, 21 tracked investment managers collectively hold approximately 164.21 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $51.37 M, with 6 managers increasing positions and 13 managers reducing holdings.
During the most recent reporting period, 13 managers trimmed their positions, while 0 fully exited AXP. The total reported sell value was $124.38 M.
Yes, 1 managers opened new positions in AXP, and 5 increased their existing holdings. The total reported buy value was $73 M.
