AMERICAN EXPRESS CO (AXP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 582,516,243 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. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $30.6M options CALL+PUT | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.4B | 7,005,840 | 0.24% | 31q | HELD |
| 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 incl. $1.6M options CALL+PUT | 5,963,599 | 0.33% | 31q | +4.8%+$92.4M |
| GOLDMAN SACHS GROUP INC | $1.8B incl. $107.8M options CALL+PUT | 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 incl. $20.3M options CALL+PUT | 4,082,851 | 0.18% | 31q | -10.6%-$165.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3B | 3,888,106 | 0.18% | 31q | HELD |
| PeakShares LLC | $1.3B | 3,738,000 | 0.94% | 3q | +107221.3%+$1.3B |
| Bank of New York Mellon Corp | $1.3B | 3,736,251 | 0.21% | 31q | -3.0%-$39.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2B incl. $1.1B options CALL+PUT | 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 |
| First Eagle Investment Management, LLC | $1.1B | 3,360,294 | 0.94% | 31q | +102.1%+$574.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.1B | 3,219,942 | 0.19% | 31q | -23.1%-$326.4M |
| JANE STREET GROUP, LLC | $1.1B incl. $929.6M options CALL+PUT | 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 incl. $44.0M options PUT | 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 | -25.5%-$277.3M |
| 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 incl. $54.1M options CALL | 1,850,570 | 0.10% | 31q | +6.3%+$40.4M |
| CITADEL ADVISORS LLC | $623.7M incl. $518.0M options CALL+PUT | 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 incl. $58.2M options CALL+PUT | 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 incl. $146.2M options CALL+PUT | 1,279,532 | 0.20% | 31q | -5.5%-$34.0M |
| HSBC HOLDINGS PLC | $544.4M incl. $14.0M options CALL+PUT | 1,568,240 | 0.23% | 31q | -6.0%-$34.7M |
| 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 incl. $157.1M options CALL+PUT | 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 incl. $359.1M options CALL+PUT | 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 |
| SG Americas Securities, LLC | $326.6M incl. $822.0K options CALL+PUT | 962,989 | 0.18% | 31q | -51.0%-$340.0M |
| LPL Financial LLC | $322.2M incl. $1.7M options PUT | 947,552 | 0.07% | 31q | +3.8%+$11.8M |
| Optiver Holding B.V. | $321.4M incl. $300.7M options CALL+PUT | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $269.4M | 796,430 | 0.25% | 31q | -3.6%-$10.2M |
| 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 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $258.0M | 762,755 | 0.89% | 31q | -8.8%-$25.0M |
| Capital Research Global Investors | $250.9M | 741,644 | 0.03% | 9q | -76.6%-$821.6M |
| Tidal Investments LLC | $250.7M incl. $55.6M options CALL | 576,580 | 0.43% | 23q | +0.6%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $247.7M | 732,160 | 0.06% | 31q | -2.2%-$5.7M |
| Corient Private Wealth LP | $243.0M | 718,481 | 0.34% | 15q | -10.8%-$29.5M |
| 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 incl. $188.4M options CALL+PUT | 48,346 | 0.24% | 27q | +29.2%+$46.3M |
| NATIXIS ADVISORS, LLC | $202.9M | 599,813 | 0.23% | 31q | +27.1%+$43.3M |
| CIBC Bancorp USA Inc. | $195.4M | 577,898 | 0.24% | 3q | +41.0%+$56.9M |
| Beutel, Goodman & Co Ltd. | $193.9M | 573,168 | 1.43% | 31q | -13.7%-$30.9M |
| 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 |
Showing the largest 100 of 3,041 reported holders.
Q2 2026 in brief
In Q2 2026, 3,041 managers that file Form 13F reported holding American Express Co (AXP), $202.0B in all, or about 86% of the shares outstanding. 263 managers opened a position and 149 sold out completely, against 2,927 holders the quarter before. Largest holders: Berkshire Hathaway Inc, Blackrock, Inc. and Vanguard Capital Management Llc. Largest new positions: Junto Capital Management Lp ($104.1M), Thorntree Capital Partners Lp ($56.4M) and Freestone Grove Partners Lp ($31.6M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-12 | 2026-08-12 | Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-18 | Herena Monique | Chief Colleague Exp. Officer | Sold | 8,811 | $3.0M |
| 2026-06-15 | McNeal Glenda G | Chief Partner Officer | Sold | 7,033 | $2.4M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,178 | $7.4B | 23,970,588 | 38 | 377 | 370 | 2.0% |
| Q2 2026 | 3,041 | $202.0B | 582,516,243 | 227 | 1,063 | 973 | 2.5% |
| Q1 2026 | 2,927 | $179.3B | 578,574,145 | 141 | 962 | 1,101 | 2.4% |
| Q4 2025 | 3,066 | $224.2B | 589,132,207 | 230 | 915 | 1,013 | 2.9% |
| Q3 2025 | 2,779 | $206.9B | 605,455,051 | 152 | 873 | 916 | 2.8% |
| Q2 2025 | 2,749 | $195.4B | 597,850,176 | 222 | 927 | 865 | 2.4% |
| Q1 2025 | 2,644 | $165.6B | 597,812,483 | 160 | 812 | 942 | 2.9% |
| Q4 2024 | 2,665 | $185.0B | 601,172,219 | 150 | 723 | 943 | 3.7% |
| Q3 2024 | 2,473 | $171.3B | 609,920,581 | 200 | 746 | 813 | 3.5% |
| Q2 2024 | 2,360 | $149.4B | 623,131,255 | 140 | 710 | 826 | 3.4% |
| Q1 2024 | 2,329 | $154.6B | 656,310,462 | 216 | 675 | 817 | 3.4% |
| Q4 2023 | 2,207 | $124.9B | 642,822,583 | 198 | 629 | 746 | 3.7% |
| Q3 2023 | 2,012 | $99.0B | 641,725,482 | 117 | 630 | 644 | 3.2% |
| Q2 2023 | 2,063 | $111.6B | 620,880,796 | 112 | 625 | 685 | 3.1% |
| Q1 2023 | 2,066 | $108.3B | 632,305,758 | 160 | 661 | 677 | 3.7% |
| Q4 2022 | 2,023 | $96.8B | 634,389,849 | 133 | 564 | 698 | 3.2% |
| Q3 2022 | 1,901 | $237.7B | 2,265,258,846 | 70 | 628 | 640 | 1.1% |
| Q2 2022 | 1,963 | $279.1B | 2,744,415,539 | 94 | 619 | 694 | 3.6% |
| Q1 2022 | 2,065 | $361.0B | 2,231,121,888 | 180 | 608 | 743 | 3.6% |
| Q4 2021 | 1,994 | $295.4B | 2,181,873,926 | 113 | 589 | 623 | 1.3% |
| Q3 2021 | 1,875 | $320.2B | 2,622,131,343 | 111 | 563 | 612 | 1.1% |
| Q2 2021 | 1,846 | $267.4B | 2,663,279,865 | 135 | 520 | 616 | 1.0% |
| Q1 2021 | 1,772 | $270.2B | 2,868,549,681 | 153 | 502 | 656 | 0.9% |
| Q4 2020 | 1,720 | $246.1B | 2,205,976,597 | 139 | 472 | 626 | 3.9% |
| Q3 2020 | 1,569 | $219.7B | 2,722,055,124 | 89 | 419 | 593 | 1.1% |
| Q2 2020 | 1,584 | $166.9B | 2,334,997,985 | 173 | 510 | 560 | 1.1% |
| Q1 2020 | 1,541 | $166.6B | 2,407,466,020 | 119 | 517 | 605 | 0.6% |
| Q4 2019 | 1,674 | $191.8B | 1,819,693,714 | 88 | 453 | 565 | 0.8% |
| Q3 2019 | 1,581 | $212.0B | 2,754,662,632 | 95 | 478 | 546 | 0.6% |
| Q2 2019 | 1,579 | $198.3B | 2,149,839,799 | 99 | 449 | 570 | 0.9% |
| Q1 2019 | 1,579 | $195.4B | 2,578,005,372 | 132 | 456 | 544 | 0.6% |
| Q4 2018 | 1,530 | $190.1B | 2,542,689,691 | 19 | 20 | 24 | 0.6% |