American Express Company
US ˙ NYSE ˙ US0258161092

SecurityAXP / American Express Company
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership362,978 shares
Latest Disclosed Value $ 109,793,655
Neuberger Berman Group LLC reports 1.47% decrease in ownership of AXP / American Express Company

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 362,978 shares of American Express Company (US:AXP) valued at $109,793,585 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 368,382 shares of American Express Company. This represents a change in shares of -1.47% during the quarter. The current value of the position is $109,100,297 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F AMERICAN EXPRESS Common 025816109 362,978 -5,404 -1.47 109,794 -19.44 0.0836
2026-02-13 2025-12-31 13F AMERICAN EXPRESS Common 025816109 368,382 -18,513 -4.79 136,283 6.05 0.1014
2025-11-12 2025-09-30 13F AMERICAN EXPRESS Common 025816109 386,895 22,323 6.12 128,511 10.51 0.0939
2025-08-25 2025-06-30 13F/A-1 AMERICAN EXPRESS Common 025816109 364,572 -2,956 -0.80 116,291 17.60 0.0895
2025-08-13 2025-06-30 13F AMERICAN EXPRESS Common 025816109 364,572 -2,956 116,291 0.0463
2025-05-13 2025-03-31 13F AMERICAN EXPRESS Common 025816109 367,528 25,811 7.55 98,883 -2.50 0.0828
2025-02-13 2024-12-31 13F AMERICAN EXPRESS Common 025816109 341,717 -32,248 -8.62 101,418 0.00 0.0805
2024-11-14 2024-09-30 13F AMERICAN EXPRESS Common 025816109 373,965 4,789 1.30 101,419 18.64 0.0791
2024-11-14 2024-06-30 13F/A-1 AMERICAN EXPRESS Common 025816109 369,176 16,642 4.72 85,483 6.50 0.0702
2024-08-13 2024-06-30 13F AMERICAN EXPRESS Common 025816109 369,176 16,642 85,483 0.0702
2024-11-14 2024-03-31 13F/A-1 AMERICAN EXPRESS Common 025816109 352,534 2,388 0.68 80,268 22.37 0.0663
2024-05-13 2024-03-31 13F AMERICAN EXPRESS Common 025816109 352,534 2,388 80,268 0.0663
2024-11-14 2023-12-31 13F/A-2 AMERICAN EXPRESS Common 025816109 350,146 2,432 0.70 65,596 26.45 0.0572
2024-02-09 2023-12-31 13F AMERICAN EXPRESS Common 025816109 350,146 2,432 65,596 0.0572
2023-11-14 2023-09-30 13F AMERICAN EXPRESS Common 025816109 347,714 4,908 1.43 51,875 -13.13 0.0473
2023-08-11 2023-06-30 13F AMERICAN EXPRESS Common 025816109 342,806 -15,664 -4.37 59,717 0.99 0.0534
2023-05-12 2023-03-31 13F AMERICAN EXPRESS Common 025816109 358,470 3,783 1.07 59,130 12.83 0.0548
2023-02-13 2022-12-31 13F AMERICAN EXPRESS Common 025816109 354,687 21,267 6.38 52,405 16.39 0.0514
2022-11-15 2022-09-30 13F AMERICAN EXPRESS Common 025816109 333,420 17,637 5.59 45,023 2.75 0.0470
2022-08-15 2022-06-30 13F AMERICAN EXPRESS Common 025816109 315,783 -7,358 -2.28 43,819 -27.56 0.0440
2022-05-23 2022-03-31 13F/A-1 AMERICAN EXPRESS Common 025816109 323,141 3,941 1.23 60,488 21.55 0.0512
2022-05-13 2022-03-31 13F AMERICAN EXPRESS Common 025816109 323,141 3,941 57,675 0.0257
2022-02-11 2021-12-31 13F AMERICAN EXPRESS Common 025816109 319,200 10,629 3.44 49,764 1.08 0.0390
2021-11-12 2021-09-30 13F AMERICAN EXPRESS Common 025816109 308,571 58,480 23.38 49,234 26.08 0.0430
2021-08-13 2021-06-30 13F AMERICAN EXPRESS Common 025816109 250,091 23,407 10.33 39,051 23.06 0.0341
2021-05-13 2021-03-31 13F AMERICAN EXPRESS Common 025816109 226,684 9,241 4.25 31,734 21.21 0.0303
2021-02-10 2020-12-31 13F AMERICAN EXPRESS Common 025816109 217,443 -10,507 -4.61 26,182 14.82 0.0271
2020-11-12 2020-09-30 13F AMERICAN EXPRESS Common 025816109 227,950 -6,499 -2.77 22,803 2.45 0.0270
2020-08-13 2020-06-30 13F AMERICAN EXPRESS Common 025816109 234,449 5,710 2.50 22,258 13.84 0.0277
2020-05-14 2020-03-31 13F AMERICAN EXPRESS Common 025816109 228,739 -630,976 -73.39 19,552 -81.73 0.0298
2020-02-12 2019-12-31 13F AMERICAN EXPRESS Common 025816109 859,715 -16,068 -1.83 107,018 3.30 0.1249
2019-11-13 2019-09-30 13F AMERICAN EXPRESS Common 025816109 875,783 -160,822 -15.51 103,601 -19.05 0.1265
2019-08-13 2019-06-30 13F AMERICAN EXPRESS Common 025816109 1,036,605 -53,605 -4.92 127,980 7.41 0.1531
2019-05-13 2019-03-31 13F AMERICAN EXPRESS Common 025816109 1,090,210 -318,268 -22.60 119,154 -11.22 0.1460
2019-02-12 2018-12-31 13F AMERICAN EXPRESS Common 025816109 1,408,478 -72,803 -4.91 134,206 -14.96 0.1871
2018-11-16 2018-09-30 13F/A-1 AMERICAN EXPRESS Common 025816109 1,481,281 -17,749 -1.18 157,817 7.47 0.1788
2018-11-13 2018-09-30 13F AMERICAN EXPRESS Common 025816109 1,481,281 -17,749 157,817
2018-08-13 2018-06-30 13F AMERICAN EXPRESS Common 025816109 1,499,030 19,837 1.34 146,849 6.47 0.1621
2018-05-08 2018-03-31 13F AMERICAN EXPRESS Common 025816109 1,479,193 -244,030 -14.16 137,922 -19.42 0.1576
2018-02-14 2017-12-31 13F AMERICAN EXPRESS Common 025816109 1,723,223 -194,519 -10.14 171,154 -1.34 0.1967
2017-11-15 2017-09-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 1,917,742 28,003 1.48 173,479 8.97 0.2170
2017-08-08 2017-06-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 1,889,739 -91,686 -4.63 159,192 1.56 0.2045
2017-05-10 2017-03-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 1,981,425 -403,417 -16.92 156,751 -11.27 0.2023
2017-02-06 2016-12-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 2,384,842 -224,543 -8.61 176,669 5.72 0.2373
2016-11-02 2016-09-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 2,609,385 -107,967 -3.97 167,105 1.21 0.2267
2016-08-05 2016-06-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 2,717,352 -531,419 -16.36 165,106 -17.23 0.2275
2016-05-06 2016-03-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 3,248,771 -4,497,299 -58.06 199,475 -62.97 0.2742
2016-01-28 2015-12-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 7,746,070 -912,320 -10.54 538,739 -16.06 0.7053
2015-11-10 2015-09-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 8,658,390 -1,880,034 -17.84 641,847 -21.63 0.8270
2015-07-31 2015-06-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 10,538,424 1,153,182 12.29 819,046 11.71 0.9107
2015-05-06 2015-03-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 9,385,242 9,385,242 0.00 733,175 0.7828
2015-02-05 2014-12-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 0 -6,932,910 -100.00 0 -100.00
2014-11-04 2014-09-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 6,932,910 168,582 2.49 606,907 -5.43 0.6228
2014-08-05 2014-06-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 6,764,328 -117,759 -1.71 641,732 3.57 0.6266
2014-05-05 2014-03-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 6,882,087 -113,519 -1.62 619,593 -2.38 0.6302
2014-02-11 2013-12-31 13F AMERICAN EXPRESS COMMON STOCK 025816109 6,995,606 45,613 0.66 634,711 20.93 0.6524
2013-10-29 2013-09-30 13F/A-1 AMERICAN EXPRESS COMMON STOCK 025816109 6,949,993 117,830 1.72 524,863 2.76 0.5827
2013-10-29 2013-09-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 8,878,423 513,706
2013-08-13 2013-06-30 13F AMERICAN EXPRESS COMMON STOCK 025816109 6,832,163 6,832,163 510,772 0.6073
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.