AMERICAN EXPRESS CO (AXP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,865
Reporting holders
$196.1B
Reported value
84.9%
Of shares outstanding
2.5%
Held as options
+126
Holder change
Institutions report 573,368,109 shares against 675,309,833 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | $51.3B | 151,610,700 | 17.14% | 31q | HELD |
| BlackRock, Inc. | $14.2B | 42,006,392 | 0.21% | 8q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.9B | 35,215,521 | 0.25% | 2q | +6.7%+$745.9M |
| STATE STREET CORP | $9.8B | 29,095,803 | 0.29% | 31q | HELD |
| JPMORGAN CHASE & CO | $7.0B | 20,459,941 | 0.39% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $4.7B | 14,019,549 | 0.25% | 31q | -1.0%-$49.5M |
| MORGAN STANLEY | $4.4B | 13,121,109 | 0.23% | 35q | +2.4%+$105.7M |
| Fisher Asset Management, LLC | $3.2B | 9,426,671 | 0.95% | 31q | +1.9%+$59.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0B | 8,739,519 | 0.13% | 2q | +9.9%+$266.2M |
| NORGES BANK | $2.7B | 7,985,867 | 0.27% | 32q | +19.9%+$448.2M |
| BANK OF AMERICA CORP /DE/ | $2.7B | 7,969,555 | 0.17% | 31q | +8.4%+$208.0M |
| NORTHERN TRUST CORP | $2.1B | 6,198,664 | 0.24% | 31q | -1.5%-$31.8M |
| FMR LLC | $2.0B | 6,007,554 | 0.09% | 31q | -35.2%-$1.1B |
| WELLS FARGO & COMPANY/MN | $2.0B | 5,963,599 | 0.33% | 31q | -47.6%-$1.8B |
| GOLDMAN SACHS GROUP INC | $1.8B | 5,120,864 | 0.16% | 31q | +3.0%+$54.0M |
| Nuveen, LLC | $1.8B | 5,189,802 | 0.42% | 6q | -7.2%-$135.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.7B | 5,053,409 | 0.31% | 31q | -3.7%-$65.6M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.5B | 4,467,904 | 0.49% | 31q | -11.8%-$206.1M |
| Artisan Partners Limited Partnership | $1.5B | 4,521,044 | 2.42% | 31q | -1.6%-$24.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1.5B | 4,373,205 | 1.13% | 32q | -0.7%-$10.0M |
| UBS Group AG | $1.4B | 4,082,851 | 0.18% | 31q | -10.6%-$165.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3B | 3,888,106 | 0.18% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $1.3B | 3,888,106 | 0.17% | new | NEW |
| PeakShares LLC | $1.3B | 3,738 | 0.94% | 3q | +7.3%+$86.3M |
| Bank of New York Mellon Corp | $1.3B | 3,736,251 | 0.21% | 31q | -3.0%-$39.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2B | 187,211 | 0.09% | 31q | -43.0%-$871.2M |
| Legal & General Group Plc | $1.1B | 3,364,536 | 0.24% | 31q | -8.5%-$105.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 3,219,942 | 0.19% | 31q | -23.1%-$326.4M |
| JANE STREET GROUP, LLC | $1.1B | 400,609 | 0.09% | 31q | +152.0%+$642.5M |
| VANGUARD FIDUCIARY TRUST CO | $1.0B | 3,019,440 | 0.22% | 2q | +0.8%+$7.7M |
| DIMENSIONAL FUND ADVISORS LP | $965.3M | 2,853,697 | 0.17% | 31q | +5.2%+$48.1M |
| Invesco Ltd. | $963.1M | 2,847,449 | 0.08% | 31q | -14.2%-$160.0M |
| Rothschild & Co Wealth Management UK Ltd | $960.0M | 2,838,220 | 13.86% | 50q | HELD |
| DEUTSCHE BANK AG\ | $927.9M | 2,743,385 | 0.27% | 34q | +1.5%+$13.5M |
| BARCLAYS PLC | $903.1M | 2,539,954 | 0.17% | 31q | +9.4%+$77.6M |
| NORDEA INVESTMENT MANAGEMENT AB | $890.0M | 2,610,019 | 0.73% | 31q | +2.6%+$22.5M |
| Capital Wealth Planning, LLC | $814.3M | 2,407,310 | 4.07% | 10q | -8.5%-$75.3M |
| AMERIPRISE FINANCIAL INC | $810.0M | 2,394,292 | 0.16% | 31q | -62.8%-$1.4B |
| Jupiter Topco LLC | $806.0M | 2,382,750 | 0.33% | new | FIRST |
| Amundi | $796.7M | 2,355,244 | 0.19% | 21q | -5.5%-$46.2M |
| Boston Partners | $784.6M | 2,312,355 | 0.70% | 12q | +12.5%+$86.9M |
| Capital World Investors | $708.4M | 2,094,222 | 0.08% | 9q | -26.2%-$252.0M |
| ROYAL BANK OF CANADA | $680.1M | 1,850,570 | 0.10% | 31q | +6.3%+$40.4M |
| CITADEL ADVISORS LLC | $623.7M | 312,334 | 0.07% | 31q | -22.6%-$181.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $601.7M | 1,778,857 | 0.43% | 31q | +13.6%+$72.1M |
| D. E. Shaw & Co., Inc. | $592.6M | 1,580,103 | 0.28% | 31q | -20.3%-$150.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $579.1M | 1,712,074 | 0.32% | 31q | +3.0%+$16.8M |
| BNP PARIBAS FINANCIAL MARKETS | $579.0M | 1,279,532 | 0.20% | 31q | -5.5%-$34.0M |
| First Eagle Investment Management, LLC | $568.3M | 1,680,147 | 0.95% | 31q | +1.1%+$5.9M |
| HSBC HOLDINGS PLC | $544.4M | 1,568,240 | 0.23% | 31q | -6.0%-$34.7M |
| Corient Private Wealth LP | $507.3M | 9,544,226 | 0.33% | 15q | +1084.6%+$464.5M |
| Swiss National Bank | $507.0M | 1,499,019 | 0.26% | 13q | -7.3%-$40.0M |
| FIRST TRUST ADVISORS LP | $486.5M | 1,438,146 | 0.29% | 31q | +1.2%+$5.7M |
| MARSHALL WACE, LLP | $483.4M | 1,429,163 | 0.38% | 7q | +1033.9%+$440.8M |
| Sumitomo Mitsui Trust Group, Inc. | $473.7M | 1,400,384 | 0.27% | 31q | -3.4%-$16.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $458.4M | 1,355,156 | 0.46% | 31q | +8.9%+$37.3M |
| CITIGROUP INC | $433.2M | 816,334 | 0.14% | 31q | -25.2%-$146.0M |
| AMERICAN CENTURY COMPANIES INC | $422.7M | 1,249,803 | 0.19% | 31q | +4.2%+$17.1M |
| TD Asset Management Inc | $410.7M | 1,214,293 | 0.36% | 31q | -28.5%-$163.6M |
| National Pension Service | $402.9M | 1,191,145 | 0.26% | 31q | +0.8%+$3.3M |
| Pictet Asset Management Holding SA | $395.0M | 1,167,608 | 0.38% | 12q | -19.6%-$96.1M |
| Vanguard Global Advisers, LLC | $388.3M | 1,147,920 | 0.18% | 2q | -2.1%-$8.2M |
| IMC-Chicago, LLC | $370.2M | 32,609 | 0.09% | 19q | +104.7%+$189.3M |
| RAYMOND JAMES FINANCIAL INC | $367.0M | 1,084,956 | 0.10% | 7q | +2.3%+$8.3M |
| BANK OF MONTREAL /CAN/ | $355.7M | 1,051,681 | 0.12% | 31q | +11.6%+$36.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $353.9M | 1,046,403 | 0.24% | 2q | +11.5%+$36.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $343.5M | 1,015,427 | 0.19% | 31q | +15.9%+$47.1M |
| PNC Financial Services Group, Inc. | $340.9M | 1,007,851 | 0.17% | 31q | -0.8%-$2.7M |
| Sustainable Growth Advisers, LP | $334.0M | 987,506 | 3.28% | 23q | -12.0%-$45.5M |
| California Public Employees Retirement System | $331.6M | 980,462 | 0.19% | 31q | -23.0%-$99.1M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $331.2M | 979,195 | 1.00% | 31q | -9.2%-$33.5M |
| RHUMBLINE ADVISERS | $328.0M | 969,657 | 0.25% | 31q | -3.6%-$12.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $327.5M | 968,071 | 0.46% | 23q | -21.7%-$90.8M |
| LPL Financial LLC | $322.2M | 947,552 | 0.07% | 31q | +3.8%+$11.8M |
| Optiver Holding B.V. | $321.4M | 61,255 | 0.09% | 10q | -34.8%-$171.4M |
| PROVIDENT TRUST CO | $311.5M | 920,817 | 6.53% | 6q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $304.7M | 900,918 | 0.15% | 31q | +12.3%+$33.4M |
| Longview Partners (Guernsey) LTD | $287.3M | 849,396 | 4.67% | 27q | -21.0%-$76.5M |
| STIFEL FINANCIAL CORP | $269.3M | 796,096 | 0.22% | 31q | +11.2%+$27.1M |
| FRANKLIN RESOURCES INC | $264.8M | 782,716 | 0.06% | 31q | +3.1%+$8.1M |
| Capital Research Global Investors | $250.9M | 741,644 | 0.03% | 9q | -76.6%-$821.6M |
| Tidal Investments LLC | $250.7M | 576,580 | 0.43% | 23q | +0.6%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $247.7M | 732,160 | 0.06% | 31q | -2.2%-$5.7M |
| BLAIR WILLIAM & CO/IL | $230.1M | 680,321 | 0.60% | 31q | -1.9%-$4.5M |
| Russell Investments Group, Ltd. | $230.1M | 679,228 | 0.20% | 31q | +7.5%+$16.1M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $223.4M | 660,465 | 0.91% | 31q | +9.1%+$18.7M |
| Korea Investment CORP | $219.0M | 647,397 | 0.42% | 31q | +4.1%+$8.7M |
| S&G Foundation | $216.9M | 641,100 | 10.11% | 2q | HELD |
| Aberdeen Group plc | $215.7M | 637,601 | 0.30% | 31q | -5.5%-$12.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $206.7M | 614,935 | 0.32% | 7q | -1.0%-$2.0M |
| NOMURA HOLDINGS INC | $204.8M | 48,346 | 0.24% | 27q | +29.2%+$46.3M |
| CIBC Bancorp USA Inc. | $195.4M | 577,898 | 0.24% | 3q | +41.0%+$56.9M |
| Smead Capital Management, Inc. | $192.5M | 569,063 | 4.13% | 31q | -5.6%-$11.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $192.1M | 567,827 | 0.24% | 31q | -6.9%-$14.2M |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $191.5M | 566,262 | 7.05% | 26q | +0.6%+$1.1M |
| Ensign Peak Advisors, Inc | $175.9M | 520,142 | 0.29% | 27q | -46.2%-$151.1M |
| Alphinity Investment Management Pty Ltd | $171.6M | 507,205 | 2.86% | 10q | -7.3%-$13.5M |
| US BANCORP \DE\ | $166.5M | 492,290 | 0.18% | 31q | HELD |
| Markel Group Inc. | $165.9M | 490,450 | 1.26% | 31q | HELD |
| AVIVA PLC | $165.5M | 489,351 | 0.24% | 31q | HELD |
Showing the largest 100 of 3,008 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,865 | $196.1B | 573,368,109 | 223 | 1,015 | 901 | 2.5% |
| Q1 2026 | 2,739 | $176.8B | 570,836,480 | 135 | 904 | 1,026 | 2.4% |
| Q4 2025 | 2,882 | $217.0B | 571,168,203 | 220 | 869 | 952 | 2.8% |
| Q3 2025 | 2,604 | $200.5B | 587,277,763 | 145 | 828 | 847 | 2.8% |
| Q2 2025 | 2,553 | $188.5B | 577,244,196 | 205 | 876 | 788 | 2.4% |
| Q1 2025 | 2,449 | $159.8B | 577,389,227 | 152 | 755 | 860 | 2.8% |
| Q4 2024 | 2,455 | $177.2B | 576,163,928 | 138 | 664 | 873 | 3.6% |
| Q3 2024 | 2,264 | $163.7B | 583,076,175 | 188 | 686 | 748 | 3.4% |
| Q2 2024 | 2,142 | $142.2B | 593,293,182 | 129 | 660 | 739 | 3.4% |
| Q1 2024 | 2,107 | $147.3B | 626,308,532 | 205 | 619 | 730 | 3.3% |
| Q4 2023 | 1,980 | $119.1B | 613,457,756 | 178 | 568 | 664 | 3.6% |
| Q3 2023 | 1,775 | $90.0B | 582,675,212 | 100 | 563 | 566 | 3.3% |
| Q2 2023 | 1,810 | $105.9B | 588,747,299 | 100 | 551 | 595 | 3.1% |
| Q1 2023 | 1,784 | $100.5B | 588,992,165 | 149 | 571 | 570 | 3.5% |
| Q4 2022 | 1,612 | $81.7B | 536,732,887 | 115 | 465 | 521 | 3.2% |
| Q3 2022 | 1,919 | $88.4B | 634,965,164 | 73 | 638 | 643 | 3.0% |
| Q2 2022 | 1,974 | $91.1B | 635,233,957 | 96 | 619 | 698 | 3.3% |
| Q1 2022 | 2,075 | $123.9B | 642,638,540 | 181 | 616 | 741 | 3.0% |
| Q4 2021 | 2,000 | $110.4B | 651,051,366 | 113 | 593 | 623 | 3.5% |
| Q3 2021 | 1,877 | $114.6B | 662,401,545 | 111 | 560 | 619 | 3.1% |
| Q2 2021 | 1,849 | $115.2B | 681,889,723 | 135 | 524 | 616 | 2.2% |
| Q1 2021 | 1,782 | $98.8B | 681,872,010 | 153 | 506 | 660 | 2.4% |
| Q4 2020 | 1,725 | $86.8B | 686,902,800 | 140 | 473 | 628 | 4.2% |
| Q3 2020 | 1,571 | $71.2B | 686,895,505 | 89 | 420 | 594 | 3.4% |
| Q2 2020 | 1,588 | $67.5B | 690,176,208 | 175 | 507 | 565 | 2.8% |
| Q1 2020 | 1,546 | $60.5B | 693,775,284 | 120 | 520 | 606 | 1.8% |
| Q4 2019 | 1,681 | $88.6B | 698,365,788 | 89 | 453 | 569 | 1.8% |
| Q3 2019 | 1,588 | $84.1B | 700,155,780 | 97 | 483 | 542 | 1.6% |
| Q2 2019 | 1,585 | $89.5B | 711,252,168 | 99 | 451 | 574 | 2.0% |
| Q1 2019 | 1,582 | $79.0B | 712,796,890 | 132 | 454 | 547 | 1.5% |
| Q4 2018 | 1,532 | $71.2B | 735,934,703 | 19 | 20 | 25 | 1.7% |