Stocklore

American Express Company (AXP)

Financials · US stock

What changed in recent filings

  • Revenue +10% YoYQuarter ended Jun 30, 2026
  • Institutions — 4 new · 1 added13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding American Express Company

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 72019 Q2 · 52019 Q3 · 52019 Q4 · 42020 Q1 · 62020 Q2 · 52020 Q3 · 62020 Q4 · 52021 Q1 · 42021 Q2 · 22021 Q3 · 42021 Q4 · 32022 Q1 · 42022 Q2 · 42022 Q3 · 42022 Q4 · 42023 Q1 · 32023 Q2 · 52023 Q3 · 52023 Q4 · 42024 Q1 · 42024 Q2 · 42024 Q3 · 32024 Q4 · 32025 Q1 · 42025 Q2 · 22025 Q3 · 32025 Q4 · 42026 Q1 · 42026 Q2 · 7
19 Q122 Q326 Q2

2019 Q1: 7 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold American Express Company

Institutions we track that reported holding this stock in their most recent 13F.

  • Berkshire Hathaway17.14% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Cox0.05% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates0.04% of portfolio · since 2025 Q3
  • Capital World Investors0.08% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.14% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.26% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)0.09% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A financial company offering premium credit cards and payment services, with a brand built on a high-income customer base.

What is the Financials sector?

Banks, investment, cards, and fintech. Moves with the rate cycle.

American Express Company is classified under the Financials sector. See peers below.

AXP revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $19.6B, +10.0% YoY.

The largest segment is U.S. Consumer Services, 48.2% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the U.S. Consumer Services segment (about 55% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

AXP segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Jun '25Jun '26
U.S. Consumer Services 48%Commercial Services 23%International Card Services 18%Global Merchant and Network Services 11%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding American Express Company

Per SEC N-PORT · 2026-04-30 · by weight · factual

DIA
4.00%
XLFState Street(R) Financial Select Sector SPDR(R) ETF
2.37%
JEPIJPMorgan Equity Premium Income ETF
1.39%
VTVVANGUARD VALUE INDEX FUND
0.69%
SPY
0.28%
VOOVANGUARD 500 INDEX FUND
0.28%
IVViShares Core S&P 500 ETF
0.28%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.26%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.25%
RSPInvesco S&P 500 Equal Weight ETF
0.20%

AXP on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Financials average
See full AXP analysis →

Peers · Financials

AXP FAQ

What is American Express Company (AXP)?

A financial company offering premium credit cards and payment services, with a brand built on a high-income customer base.

What sector is American Express Company in?

American Express Company is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.

What are American Express Company's main revenue segments?

The largest segment is U.S. Consumer Services, about 48.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze American Express Company (AXP) stock?

On Stocklore you can see AXP's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea