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American Express Company

AXP Financials
$325.44 +$6.95 (2.18%)
Market Cap: $222.06 B
Gurus Holding
22
Popularity Rank
#21
% of Shares Held
24.22%
Net Activity (Q1 2026)
+$311.43 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 Q1 2026, a total of 22 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $53.78 B.

Top institutional holders include Warren Buffett and Ken Fisher.

Notably, Warren Buffett has expressed high conviction in this stock, allocating 17.43% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $311.43 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 205.7%. Conversely, Tom Russo reduced exposure by 46.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

14.53%
1.24%
1.17%

Recent Activity Breakdown (Q1 2026)

+$348.35 M
Total Buy Value
New Buys 2
Additions 9
-$36.91 M
Total Sell Value
Reductions 8
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
11

FAQs for American Express Company (AXP)

Major holders include Warren Buffett ($45.86 B), Ken Fisher ($2.8 B), First Eagle Investment ($502.91 M). According to the latest reported data, 22 tracked investment managers collectively hold approximately 165.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $311.43 M, with 11 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited AXP. The total reported sell value was $36.91 M.

Yes, 2 managers opened new positions in AXP, and 9 increased their existing holdings. The total reported buy value was $348.35 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
17.43% 151,610,700 $45.86 B Q1 2026
0.95% Add 2.5% 9,250,373 $2.8 B Q1 2026
0.67% Add 1.4% 1,662,628 $502.91 M Q1 2026
0.08% Add 86.9% 613,370 $184.92 M Q1 2026
0.26% New Buy 550,880 $166.63 M Q1 2026
1.24% Add 0.4% 490,450 $148.35 M Q1 2026
1.17% Reduce -6.8% 393,708 $119.09 M Q1 2026
0.32% Reduce -3.6% 233,126 $70.52 M Q1 2026
0.46% Reduce -6.7% 148,821 $45.02 M Q1 2026
14.53% 65,000 $19.66 M Q1 2026
1.51% Reduce -2.5% 62,985 $19.05 M Q1 2026
0.04% Add 111.2% 50,449 $15.26 M Q1 2026
0.08% Add 205.7% 39,502 $11.95 M Q1 2026
0.02% Add 1.6% 24,425 $7.39 M Q1 2026
0.03% Reduce -32.1% 21,777 $6.59 M Q1 2026
0.01% New Buy 10,726 $3.24 M Q1 2026
0.02% Reduce -46.7% 6,485 $1.96 M Q1 2026
0.28% Reduce -0.8% 6,461 $1.95 M Q1 2026
1.17% Reduce -22.5% 3,239 $980,000 Q1 2026
0.00% Add 93.5% 1,306 $395,039 Q1 2026
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Transaction
Value
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SEC Form