Position in AXP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$109,793,584
-$26,489,336 QoQ
Shares Held
362,978
-1.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 86.01127341050973.ToString("F0")%
Shared 0.ToString("F0")%
None 13.988726589490271.ToString("F0")%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $2,129,848,757 across 21 Credit Services names. AXP ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,098,891 | $936,608,815 | |
| 2 | MA |
Mastercard Inc
|
1,467,749 | $733,375,464 | |
| 3 | COF |
Capital One Financial Corp
|
1,242,552 | $226,678,761 | |
| 4 | AXP |
American Express Co
This page
|
362,978 | $109,793,584 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
444,393 | $33,280,590 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
137,228 | $25,798,864 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
447,622 | $20,510,040 | |
| 8 | OPRT |
Oportun Financial Corp
|
3,809,912 | $17,563,694 |
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,793,584 | 362,978 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $136,282,920 | 368,382 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $128,511,043 | 386,895 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $116,291,175 | 364,572 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $98,883,408 | 367,528 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $101,418,188 | 341,717 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $101,419,307 | 373,965 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $85,482,701 | 369,176 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $80,268,466 | 352,534 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $65,596,351 | 350,146 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $51,875,451 | 347,714 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $59,716,805 | 342,806 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $59,129,625 | 358,470 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $52,405,004 | 354,687 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $44,981,692 | 333,420 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $43,773,839 | 315,783 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $60,427,367 | 323,141 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $52,221,120 | 319,200 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $51,694,899 | 308,571 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,322,535 | 250,091 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,062,184 | 226,684 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $26,291,032 | 217,443 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $22,851,986 | 227,950 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $19,582,344 | 228,739 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||