13F stock ownership research
AMERICAN EXPRESS CO (AXP) institutional holdings and quarterly fund activity
This reverse-ownership view starts with AXP and shows every matching position in SnowballHare's tracked 13F manager universe. It connects holder-level changes with four-quarter history and company research without presenting delayed filings as live ownership.
Deterministic analysis from filing data
AXP holder activity in the latest 13F cycle
AXP's reported ownership picture is concentrated in a finite manager sample. 1 active managers reported $45.9B in aggregate value. Berkshire Hathaway is the largest tracked holder. The sample is too small for a broad concentration reading.
AXP's most visible fund moves were not evenly distributed. Berkshire Hathaway made the largest measured share-count move at 0.0%. These filings describe quarter-end positions and do not confirm what managers held after the reporting date.
The four-quarter series puts the latest holder count in context. Holder count remains near the trailing average of 1.0. Aggregate value also moves with quarter-end share prices, so dollar changes do not measure active buying by themselves.
Peer ownership data gives the holder figures a reference point. Related ownership pages include XYZ, HOOD, CB. Return to AXP stock research for financial statements, earnings, and company risks.
Current 13F snapshot
All institutional holders
Every row below links to the manager's full portfolio page. The table contains 1 current or exited observations for AXP, ordered by reported market value.
| Holder | Shares | Reported value | Portfolio weight | Share change | Status |
|---|---|---|---|---|---|
| Berkshire Hathaway2026-03-31 | 151,610,700 | $45.86B | 17.43% | 0.0% | Unchanged |
Quarter-over-quarter activity
Holder changes
New holders 0
- No matching holder in the current tracked quarter.
Increased 0
- No matching holder in the current tracked quarter.
Reduced 0
- No matching holder in the current tracked quarter.
Exited holders 0
- No matching holder in the current tracked quarter.
Manager universe
Holder type breakdown
Holder types are a deterministic classification of SnowballHare's small tracked-manager universe, not an SEC legal category. The breakdown helps distinguish concentrated investment firms from diversified institutions and family-office style portfolios.
Rolling filing history
Last 4 quarters
Quarterly totals aggregate only managers with a tracked filing for the period. A change can reflect buying or selling, stock-price movement, a new manager entering the dataset, or a missing comparable filing.
| Quarter | Holders | Reported value | Shares | New | Exits |
|---|---|---|---|---|---|
| 2026-03-31 | 1 | $45.86B | 151,610,700 | 0 | 0 |
| 2025-12-31 | 1 | $56.09B | 151,610,700 | 0 | 0 |
| 2025-09-30 | 1 | $50.36B | 151,610,700 | 0 | 0 |
| 2025-06-30 | 1 | $48.36B | 151,610,700 | 0 | 0 |
Financials
How AXP compares
- Holders
- 2
- Value
- $426.91M
- Top 5
- 100.0%
- Holders
- 1
- Value
- $416.01M
- Top 5
- 100.0%
- Holders
- 2
- Value
- $11.17B
- Top 5
- 100.0%
Peer pages are selected from the same sector and similar reported company scale when data is available. Compare holder count and concentration, but remember that the same limited manager universe can have very different relevance for different stocks.
Filing interpretation
Common questions about AXP institutional ownership
Who is the largest tracked institutional holder of AXP?
Berkshire Hathaway is the largest active holder in the current AXP sample, reporting $45.9B. The AXP holder table ranks every matched manager.
Which institution increased its AXP position the most?
No increase or new AXP position appears in the current tracked cycle. Review the AXP change section after the next filing update.
Which institution reduced or exited AXP most significantly?
The current sample does not contain a reduction or exit in AXP. The AXP holder changes separates those actions when reported.
Did new holders enter or existing holders exit AXP?
No new AXP holder entered the tracked sample. No tracked AXP holder exited. Named managers are shown in the AXP activity grid.
How concentrated is tracked ownership in AXP?
The AXP sample contains too few active managers for a broad concentration conclusion. The AXP holder table shows the named positions that are available.
How has tracked ownership in AXP changed across four quarters?
The latest cycle has 1 active holders versus 1 in the oldest displayed comparison quarter. The AXP four-quarter series separates holder count, shares, and reported value.
What company evidence should be checked alongside AXP's 13F changes?
Use the AXP stock research page to compare institutional moves with revenue, margins, cash flow, insider filings, earnings, and company risks. A delayed ownership filing should not override newer operating evidence.
Primary-source record
Sources and methodology
Source: SEC EDGAR 13F-HR information tables for the managers SnowballHare currently tracks. Rows are aggregated by manager and ticker, then compared with the prior available filing. The dataset is delayed, partial, and historical by design.
Disclaimer: Historical filing data is not investment advice. Check material facts against original SEC records before acting.