Position in AXP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$965,263,009
+$145,057,638 QoQ
Shares Held
2,853,697
+5.2% QoQ
Ownership
0.423%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#28
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 11%
None 9%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,969,112,787 across 40 Credit Services names. AXP ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,052,248 | $3,105,735,765 | |
| 2 | MA |
Mastercard Inc
|
4,265,521 | $2,190,771,584 | |
| 3 | AXP |
American Express Co
This page
|
2,853,697 | $965,263,009 | |
| 4 | COF |
Capital One Financial Corp
|
3,703,679 | $743,032,078 | |
| 5 | SYF |
Synchrony Financial
|
6,254,849 | $475,681,263 | |
| 6 | ALLY |
Ally Financial Inc.
|
9,331,607 | $428,787,340 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,588,668 | $370,858,682 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
3,092,208 | $335,040,734 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,263,009 | 2,853,697 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $820,205,371 | 2,711,602 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,010,317,539 | 2,730,957 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $908,960,488 | 2,736,514 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $966,115,456 | 3,028,765 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $839,751,324 | 3,121,172 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $905,837,209 | 3,052,115 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $793,554,250 | 2,926,085 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $652,347,666 | 2,817,308 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $670,242,399 | 2,943,662 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $555,892,106 | 2,967,290 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $447,394,401 | 2,998,823 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $525,332,673 | 3,015,687 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $508,769,468 | 3,084,386 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $451,220,077 | 3,053,943 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $410,886,885 | 3,045,637 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $415,140,283 | 2,994,808 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $561,871,607 | 3,004,661 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $466,073,005 | 2,848,857 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $450,215,766 | 2,687,374 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $436,767,164 | 2,643,389 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $367,248,111 | 2,596,494 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $324,360,783 | 2,682,663 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $275,652,011 | 2,749,646 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $280,318,970 | 2,944,527 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $257,548,610 | 3,008,394 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||