AMERICAN EXPRESS CO AXP
$351.96
+1.4% 52w: $290.55 – $381.78
Latest 13F among current holders filed 3 days ago (Jul 1, 2026)
Price — last 12 months
research preview data290.55336.17381.78
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.9K
-140 QoQ
13F value
$174.84B
-19.7% QoQ
Smart-money holders
365
signal tier ≥ 2
New smart buyers
21
Q1 2026
Options barometer
1.1×
$1.83B calls / $1.61B puts
Institutional value by quarter
Number of holders
Who owns AXP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc ★3 | Value conviction | 151.6M | $45.86B | 17.4% | Held |
| BlackRock, Inc. | Index provider | 41.9M | $12.68B | 0.2% | -1.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 33.0M | $9.98B | 0.2% | — |
| STATE STREET CORP | Index provider | 29.2M | $8.84B | 0.3% | -0.8% |
| JPMORGAN CHASE & CO | Bank broker | 20.4M | $6.07B | 0.4% | -3.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 14.2M | $4.27B | 0.3% | +11.5% |
| MORGAN STANLEY | Bank broker | 12.8M | $3.87B | 0.2% | -3.0% |
| FMR LLC | Long only active | 9.3M | $2.80B | 0.1% | +10.2% |
| Fisher Asset Management, LLC | Long only active | 9.3M | $2.80B | 0.9% | +2.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 8.0M | $2.41B | 0.1% | — |
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.4M | $2.22B | 0.2% | -6.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 7.0M | $2.12B | 0.2% | -4.7% |
| NORTHERN TRUST CORP | Index provider | 6.3M | $1.90B | 0.3% | -1.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.7M | $1.72B | 0.3% | +5.8% |
| Nuveen, LLC | Diversified mechanical | 5.6M | $1.69B | 0.5% | +8.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 5.2M | $1.59B | 0.3% | +9.2% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 5.1M | $1.56B | 0.5% | -12.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 5.0M | $1.50B | 0.2% | +5.7% |
| Artisan Partners Limited Partnership | Other | 4.6M | $1.39B | 2.3% | +1.7% |
| UBS Group AG | Bank broker | 4.6M | $1.38B | 0.2% | +42.3% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Other | 4.4M | $1.33B | 1.2% | -15.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 4.2M | $1.27B | 0.2% | -47.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.9M | $1.17B | 0.2% | +1.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.9M | $1.17B | 0.2% | -3.0% |
| Legal & General Group Plc | Diversified mechanical | 3.7M | $1.11B | 0.3% | +7.7% |
| Invesco Ltd. | Index provider | 3.3M | $1.00B | 0.2% | +3.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.2M | $977.0M | 0.2% | -20.3% |
| Capital Research Global Investors | Long only active | 3.2M | $959.0M | 0.1% | -29.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 3.0M | $906.5M | 0.2% | — |
| Rothschild & Co Wealth Management UK Ltd ★3 | Fundamental concentrated | 2.8M | $860.3M | 13.2% | -2.2% |
| Capital World Investors | Long only active | 2.8M | $858.8M | 0.1% | -62.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.7M | $820.0M | 0.2% | -0.7% |
| DEUTSCHE BANK AG\ | Bank broker | 2.7M | $817.7M | 0.3% | -11.0% |
| Capital Wealth Planning, LLC ★2 | Fundamental diversified | 2.6M | $795.5M | 4.4% | +22.2% |
| NORDEA INVESTMENT MANAGEMENT AB | Other | 2.5M | $759.1M | 0.7% | +2.8% |
| Amundi | Diversified mechanical | 2.5M | $753.7M | 0.2% | +17.3% |
| BARCLAYS PLC | Bank broker | 2.3M | $702.3M | 0.3% | +16.1% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 2.3M | $700.2M | 0.3% | -7.1% |
| Boston Partners | Other | 2.1M | $621.7M | 0.7% | -1.3% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 2.0M | $599.6M | 0.5% | +4253.2% |
| SG Americas Securities, LLC | Diversified mechanical | 2.0M | $594.6M | 0.7% | +64.5% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $526.5M | 0.1% | -13.8% |
| TD Asset Management Inc | Diversified mechanical | 1.7M | $513.6M | 0.4% | -15.0% |
| HSBC HOLDINGS PLC | Bank broker | 1.7M | $505.1M | 0.3% | -55.9% |
| First Eagle Investment Management, LLC | Other | 1.7M | $502.9M | 0.9% | +1.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 1.7M | $502.8M | 0.3% | +9.0% |
| Swiss National Bank | Index provider | 1.6M | $489.2M | 0.3% | +6.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 1.6M | $473.6M | 0.4% | -13.7% |
| Pictet Asset Management Holding SA | Diversified mechanical | 1.5M | $439.0M | 0.5% | +73.8% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 1.4M | $438.6M | 0.3% | -4.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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