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AXP
AMERICAN EXPRESS COFinancialsConsumer FinanceLatest close $3118 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
8
27 funds tracked
Ever held
14
Current + past
New this quarter
2
Exited this quarter
1
Marquee-fund ownership over time
Aug 13, 2013Nov 9, 2018Feb 13, 2023May 15, 2026
Now
8
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $64 | $311 | +388% |
| Berkshire Hathaway | Q3 2013 | 52Q | $63 | $311 | +396% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $233 | $311 | +33% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $239 | $311 | +30% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $239 | $311 | +30% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $239 | $311 | +30% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $239 | $311 | +30% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $239 | $311 | +30% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $313 | -9% |
| Maverick Capital 3× in & out | Q3 2023 | Q4 2023 | → $153 | -5% |
| Viking Global Investors 2× in & out | Q2 2020 | Q2 2021 | → $148 | +104% |
| Greenlight Capital | Q2 2020 | Q3 2020 | → $93 | +23% |
| Third Point | Q4 2018 | Q3 2019 | → $116 | +18% |
| Lone Pine Capital 2× in & out | Q4 2015 | Q4 2016 | → $64 | +3% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at AMERICAN EXPRESS CO. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
12
Filings · last 90d
29
Total on file
548
Recent SEC buffer
Most recent
May 7, 2026
30d / 90d windows measured from May 7, 2026 — the most recent Form 4 on file — not from today.
- Form 40000004962-26-000237May 7, 2026
- Form 40000004962-26-000236May 7, 2026
- Form 40000004962-26-000235May 7, 2026
- Form 40000004962-26-000234May 7, 2026
- Form 40000004962-26-000233May 7, 2026
- Form 40000004962-26-000232May 7, 2026
- Form 40000004962-26-000230May 7, 2026
- Form 40000004962-26-000228May 7, 2026
- Form 40000004962-26-000227May 7, 2026
- Form 40000004962-26-000226May 7, 2026
- Form 40000004962-26-000225May 7, 2026
- Form 40000004962-26-000224May 7, 2026
- Form 40000004962-26-000143Apr 6, 2026
- Form 40000004962-26-000141Apr 2, 2026
- Form 40000004962-26-000140Apr 2, 2026
Showing 15 of 548 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · AMERICAN EXPRESS COAnnual figures sourced directly from AMERICAN EXPRESS CO's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$41.3B
FY2025+6% YoY
Net income
$10.83B
FY2025+7% YoY
EPS (diluted)
$15.38
FY2025+10% YoY
Free cash flow(?)
$16B
FY2025+32% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for AMERICAN EXPRESS CO — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 15, 2026
- 8-KMaterial eventMay 7, 2026
- 8-KMaterial eventMay 4, 2026
- 8-KMaterial eventMay 4, 2026
- 10-QQuarterly reportApr 23, 2026
- 8-KMaterial eventApr 23, 2026
- 8-KMaterial eventApr 15, 2026
- DEF 14AProxy statementMar 25, 2026
- 8-KMaterial eventMar 16, 2026
- 8-KMaterial eventMar 2, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventFeb 10, 2026
- 10-KAnnual reportFeb 6, 2026
- 8-KMaterial eventJan 30, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $313 | $316 | +1% |
| Renaissance Technologies | Q2 2026 | open | $313 | $316 | +1% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $343 | $313 | -9% |
| Bridgewater Associates | Q4 2025 | open | $363 | $311 | -14% |
| Citadel Advisors | Q3 2024 | open | $239 | $316 | +32% |
| Two Sigma Investments | Q3 2024 | Q3 2025 | $239 | $305 | +28% |
| D.E. Shaw | Q3 2024 | open | $239 | $316 | +32% |
| AQR Capital Management | Q3 2024 | open | $239 | $316 | +32% |
| Millennium Management | Q3 2024 | open | $239 | $316 | +32% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $239 | $284 | +19% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $233 | $283 | +21% |
| Bridgewater Associates | Q4 2023 | Q3 2025 | $150 | $304 | +103% |
| Maverick Capital | Q3 2023 | Q4 2023 | $161 | $153 | -5% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $174 | $143 | -18% |
| Bridgewater Associates | Q2 2022 | Q4 2022 | $151 | $148 | -2% |
| Bridgewater Associates | Q4 2021 | Q1 2022 | $172 | $182 | +6% |
| Maverick Capital | Q3 2020 | Q3 2021 | $93 | $156 | +67% |
| Greenlight Capital | Q2 2020 | Q3 2020 | $76 | $93 | +23% |
| Viking Global Investors | Q2 2020 | Q2 2021 | $72 | $148 | +104% |
| Bridgewater Associates | Q4 2019 | Q1 2020 | $110 | $124 | +12% |
| Third Point | Q4 2018 | Q3 2019 | $98 | $116 | +18% |
| Bridgewater Associates | Q2 2018 | Q4 2018 | $91 | $98 | +8% |
| Bridgewater Associates | Q2 2016 | Q1 2017 | $56 | $69 | +24% |
| Lone Pine Capital | Q4 2015 | Q4 2016 | $62 | $64 | +3% |
| Viking Global Investors | Q2 2015 | Q3 2015 | $69 | $69 | +1% |
| Maverick Capital | Q2 2015 | Q2 2018 | $69 | $91 | +32% |
| Bridgewater Associates | Q4 2014 | Q3 2015 | $78 | $70 | -10% |
| Berkshire Hathaway | Q3 2013 | open | $63 | $311 | +396% |
| Lone Pine Capital | Q3 2013 | Q2 2014 | $64 | $74 | +16% |
| Bridgewater Associates | Q3 2013 | Q2 2014 | $64 | $75 | +17% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.