Position in AXP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$145,898,808
-$13,988,032 QoQ
Shares Held
482,342
+11.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Derivatives in AXP
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$1,371,614
PutShares
4,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $930,675,386 across 23 Credit Services names. AXP ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,383,690 | $418,206,465 | |
| 2 | MA |
Mastercard Inc
|
534,332 | $266,984,327 | |
| 3 | AXP |
American Express Co
This page
|
482,342 | $145,898,808 | |
| 4 | COF |
Capital One Financial Corp
|
376,966 | $68,769,907 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
180,060 | $8,144,113 | |
| 6 | NNI |
Nelnet Inc
|
34,086 | $4,395,730 | |
| 7 | ALLY |
Ally Financial Inc.
|
75,458 | $2,960,217 | |
| 8 | ENVA |
Enova International, Inc.
|
21,759 | $2,955,524 |
All Filings in AXP
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,898,808 | 482,342 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $159,886,840 | 432,185 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $154,112,939 | 463,972 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,371,614 | 4,300 | Put | Sole | 2025-08-11 | |
| 2025-06-30 | $142,915,161 | 448,038 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $121,680,283 | 452,259 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $1,237,630 | 4,600 | Put | Sole | 2025-05-13 | |
| 2024-12-31 | $20,775,300 | 70,000 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $165,772,648 | 558,552 | Shares | Sole | 2025-02-07 | |
| 2024-12-31 | $296,790 | 1,000 | Put | Sole | 2025-02-07 | |
| 2024-09-30 | $2,983,200 | 11,000 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $152,899,034 | 563,787 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,704,800 | 16,000 | Put | Sole | 2024-08-13 | |
| 2024-06-30 | $120,141,106 | 518,856 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,969,150 | 35,000 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $5,692,250 | 25,000 | Put | Sole | 2024-05-06 | |
| 2024-03-31 | $123,971,512 | 544,475 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $936,700 | 5,000 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $103,267,990 | 551,233 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $74,070,000 | 496,481 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $29,838 | 200 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $74,331,488 | 426,702 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $50,518 | 290 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $1,484,550 | 9,000 | Put | Sole | 2023-05-12 | |
| 2023-03-31 | $66,566,067 | 403,553 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,927,963 | 412,372 | Shares | Sole | 2023-02-09 | |
| 2022-12-31 | $7,387 | 50 | Put | Sole | 2023-02-09 | |
| 2022-09-30 | $50,898,440 | 377,277 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $13,491 | 100 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $56,219,558 | 405,566 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $79,291,179 | 424,017 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $9,350 | 50 | Put | Sole | 2022-05-12 | |
| 2022-03-31 | $13,090 | 70 | Call | Sole | 2022-05-12 | |
| 2021-12-31 | $490 | 3 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $66,714,771 | 407,792 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $33,506 | 200 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $63,260,835 | 377,609 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $61,474,812 | 372,056 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $52,547,505 | 371,518 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $43,848,978 | 362,658 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $31,109,580 | 310,320 | Shares | Sole | 2020-11-13 | |
| 2020-09-30 | $200,500 | 2,000 | Put | Sole | 2020-11-13 | |
| 2020-06-30 | $6,045,200 | 63,500 | Put | Sole | 2020-08-10 | |
| 2020-06-30 | $38,105,989 | 400,273 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $36,560,606 | 427,060 | Shares | Sole | 2020-05-21 | |
| 2020-03-31 | $5,470,479 | 63,900 | Put | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||