MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in AXP — American Express Co

CIK 912938 Boston, MA

Back to AXP Full portfolio

Position in AXP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,511,268,526

-$21,595,753 QoQ

Shares Held

4,467,904

-11.8% QoQ

Ownership

0.662%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#20

of 2,998 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 25% None 2%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,857,362,405 across 7 Credit Services names. AXP ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	5,375,808	$2,761,014,985
2	AXP	American Express Co This page	4,467,904	$1,511,268,526
3	V	Visa Inc.	3,743,063	$1,284,207,479
4	SLM	SLM Corp	6,188,078	$160,518,741
5	SYF	Synchrony Financial	1,773,167	$134,849,347
6	BFH	Bread Financial Holdings, Inc.	44,418	$4,812,689
7	SEZL	Sezzle Inc.	4,024	$690,638

All Filings in AXP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,511,268,526	4,467,904	-11.8%	Shares	Defined	2026-08-03
2026-03-31	$1,532,864,279	5,067,655	-12.7%	Shares	Defined	2026-05-14
2025-12-31	$2,148,469,454	5,807,459	-10.6%	Shares	Sole	2026-01-22
2025-09-30	$2,157,150,670	6,494,312	-11.8%	Shares	Sole	2025-10-29
2025-06-30	$2,347,848,776	7,360,489	-6.5%	Shares	Sole	2025-08-08
2025-03-31	$2,117,230,049	7,869,281	-7.9%	Shares	Sole	2025-05-02
2024-12-31	$2,536,392,860	8,546,086	-7.0%	Shares	Sole	2025-02-12
2024-09-30	$2,493,250,347	9,193,401	-3.8%	Shares	Sole	2024-11-12
2024-06-30	$2,213,305,635	9,558,651	-2.0%	Shares	Sole	2024-08-09
2024-03-31	$2,221,242,314	9,755,555	-7.1%	Shares	Sole	2024-05-14
2023-12-31	$1,967,541,906	10,502,519	-6.8%	Shares	Sole	2024-02-08
2023-09-30	$1,681,336,982	11,269,770	-6.3%	Shares	Sole	2023-11-08
2023-06-30	$2,094,676,780	12,024,551	+3.0%	Shares	Sole	2023-08-09
2023-03-31	$1,924,957,258	11,669,944	+1.1%	Shares	Sole	2023-05-10
2022-12-31	$1,705,205,353	11,541,153	-8.4%	Shares	Sole	2023-02-13
2022-09-30	$1,698,898,692	12,592,830	-4.1%	Shares	Sole	2022-11-09
2022-06-30	$1,820,759,418	13,134,897	-1.9%	Shares	Sole	2022-08-09
2022-03-31	$2,504,377,117	13,392,391	+7.3%	Shares	Sole	2022-05-11
2021-12-31	$2,042,625,670	12,485,487	+0.9%	Shares	Sole	2022-02-10
2021-09-30	$2,072,352,295	12,370,037	-3.2%	Shares	Sole	2021-11-10
2021-06-30	$2,111,624,030	12,779,907	-1.4%	Shares	Sole	2021-08-13
2021-03-31	$1,833,272,292	12,961,484	+2.3%	Shares	Sole	2021-05-13
2020-12-31	$1,531,360,814	12,665,295	+13.2%	Shares	Sole	2021-05-12
2020-09-30	$1,121,675,994	11,188,788	+5.5%	Shares	Sole	2020-11-12
2020-06-30	$1,009,518,313	10,604,184	-1.0%	Shares	Sole	2020-11-20
2020-03-31	$917,408,227	10,716,134	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.