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American Express Company

AXP Financials
$324.69 +$3.98 (1.24%)
Market Cap: $219.27 B
Gurus Holding
22
Popularity Rank
#24
% of Shares Held
24.41%
Net Activity (Q2 2026)
-$144.91 M

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 Q2 2026, a total of 22 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $53.51 B.

Top institutional holders include Warren Buffett and Ken Fisher.

Notably, Warren Buffett has expressed high conviction in this stock, allocating 17.14% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $144.91 M net outflow during the quarter.

Recent activity highlights Francois Rochon who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 93.7%.

Key Holders

Top 5 by Value

$51.28 B
$3.19 B
$165.89 M
$144.66 M

Top 5 by Conviction

15.26%
1.26%
1.19%

Recent Activity Breakdown (Q2 2026)

+$107.03 M
Total Buy Value
New Buys 1
Additions 7
-$251.94 M
Total Sell Value
Reductions 9
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
10
Net Buyers
8

FAQs for American Express Company (AXP)

Major holders include Warren Buffett ($51.28 B), Ken Fisher ($3.19 B), First Eagle Investment ($568.31 M). According to the latest reported data, 22 tracked investment managers collectively hold approximately 164.82 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $144.91 M, with 8 managers increasing positions and 10 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 1 fully exited AXP. The total reported sell value was $251.94 M.

Yes, 1 managers opened new positions in AXP, and 7 increased their existing holdings. The total reported buy value was $107.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
17.14% 151,610,700 $51.28 B Q2 2026
0.95% Add 1.9% 9,426,671 $3.19 B Q2 2026
0.95% Add 1.1% 1,680,147 $568.31 M Q2 2026
1.26% 490,450 $165.89 M Q2 2026
0.05% Reduce -30.3% 427,672 $144.66 M Q2 2026
1.18% Reduce -1.2% 388,962 $131.57 M Q2 2026
0.30% Reduce -10.0% 209,821 $70.97 M Q2 2026
0.45% Reduce -2.2% 145,612 $49.25 M Q2 2026
0.07% Add 75.3% 88,437 $29.91 M Q2 2026
0.15% Add 75.6% 69,376 $23.47 M Q2 2026
15.26% 65,000 $21.99 M Q2 2026
1.61% Reduce -0.4% 62,719 $21.21 M Q2 2026
0.53% New Buy 46,702 $15.75 M Q2 2026
0.02% Reduce -93.7% 34,580 $11.7 M Q2 2026
0.04% Add 35.8% 29,582 $10.01 M Q2 2026
0.02% Reduce -0.7% 24,258 $8.21 M Q2 2026
0.28% Reduce -3.1% 6,261 $2.12 M Q2 2026
0.02% Reduce -21.0% 5,125 $1.73 M Q2 2026
1.19% Add 11.2% 3,600 $1.22 M Q2 2026
0.01% 1,306 $441,755 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form