INTECH INVESTMENT MANAGEMENT LLC
Position in AXP — American Express Co
CIK 1086318
WEST PALM BEACH, FL
Position in AXP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$35,373,523
+$5,949,921 QoQ
Shares Held
116,945
+47.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 81.91714053614947.ToString("F0")%
Shared 0.ToString("F0")%
None 18.08285946385053.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026INTECH INVESTMENT MANAGEMENT LLC holds $138,077,501 across 26 Credit Services names. AXP ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
This page
|
116,945 | $35,373,523 | |
| 2 | MA |
Mastercard Inc
|
50,924 | $25,444,685 | |
| 3 | V |
Visa Inc.
|
43,926 | $13,276,193 | |
| 4 | ALLY |
Ally Financial Inc.
|
259,269 | $10,171,122 | |
| 5 | COF |
Capital One Financial Corp
|
51,689 | $9,429,623 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
559,247 | $8,880,841 | |
| 7 | SYF |
Synchrony Financial
|
114,342 | $7,777,542 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
63,173 | $4,731,025 |
All Filings in AXP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,373,523 | 116,945 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $29,423,602 | 79,534 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $30,542,444 | 91,951 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,899,599 | 106,275 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,165,136 | 115,834 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $34,975,513 | 117,846 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $32,543,728 | 119,999 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,262,193 | 52,957 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,706,352 | 20,670 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $8,028,643 | 42,856 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $8,166,809 | 54,741 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $14,842,711 | 85,205 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $37,332,968 | 226,329 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $34,637,032 | 234,430 | Shares | Defined | 2024-10-18 | |
| 2022-09-30 | $18,016,555 | 133,545 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $33,893,282 | 244,505 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||