AXP — AMERICAN EXPRESS CO
Index member: S&P 500
As of Q2 2026, 53 SEC-registered investment managers reported holding AXP (AMERICAN EXPRESS CO) in their latest 13F filings, with a combined reported value of $105.10B across 317.71M shares. That is -1.0% by share count (-3.12M shares) versus the previous quarter, while reported value moved +10.7%. Ownership is concentrated: the five largest holders account for 73.6% of reported value and the top ten for 83.8%.
Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 22 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AXP is a constituent of the S&P 500 and is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway history | Q2 2026 | 151.61M | $51.28B | 17.14% | Hold |
| Vanguard Group history | Q4 2025 | 46.11M | $17.06B | 0.25% | Hold |
| BlackRock Inc history | Q2 2026 | 42.01M | $14.21B | 0.22% | Hold |
| Geode Capital Management history | Q2 2026 | 14.02M | $4.73B | 0.25% | Reduce |
| Morgan Stanley history | Q2 2026 | 13.12M | $4.44B | 0.25% | Add |
| Norges Bank Investment Management history | Q2 2026 | 7.99M | $2.70B | 0.27% | Add |
| Bank of America Corp history | Q2 2026 | 7.97M | $2.70B | 0.18% | Add |
| Northern Trust Corp history | Q2 2026 | 6.20M | $2.10B | 0.24% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 6.01M | $2.03B | 0.10% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 5.97M | $2.02B | 0.34% | Add |
| Goldman Sachs Group history | Q2 2026 | 5.44M | $1.84B | 0.17% | Hold |
| MFS Investment Management history | Q2 2026 | 4.47M | $1.54B | 0.51% | Reduce |
| UBS Group AG history | Q2 2026 | 4.14M | $1.40B | 0.19% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 3.89M | $1.32B | 0.17% | Hold |
| BNY Mellon history | Q2 2026 | 3.74M | $1.26B | 0.21% | Reduce |
| Legal & General Investment Management America history | Q2 2026 | 3.36M | $1.14B | 0.24% | Reduce |
| Wellington Management Group history | Q2 2026 | 3.22M | $1.09B | 0.20% | Reduce |
| Invesco Ltd history | Q2 2026 | 2.85M | $963.15M | 0.08% | Reduce |
| Deutsche Bank AG history | Q2 2026 | 2.74M | $927.95M | 0.28% | Add |
| Amundi US history | Q2 2026 | 2.36M | $796.66M | 0.20% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 32.20K sh · $10.98M
- Baron Funds 2.70K sh · $913.27K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 2.31M sh · $700.23M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M | 151.61M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 42.53M | 43.94M | 45.03M | 43.64M | 43.06M | 42.34M | 41.91M | 42.01M |
| Geode Capital Management | 9.78M | 9.83M | 10.03M | 10.30M | 10.28M | 10.46M | 10.60M | 10.82M | 10.83M | 10.92M | 11.23M | 11.40M | 11.48M | 11.75M | 12.14M | 13.49M | 12.69M | 12.71M | 14.17M | 14.02M |
| Morgan Stanley | 9.97M | 10.59M | 10.45M | 12.72M | 12.47M | 12.50M | 12.65M | 13.06M | 13.00M | 13.58M | 13.29M | 13.63M | 13.50M | 13.85M | 13.28M | 13.52M | 13.23M | 13.20M | 12.81M | 13.12M |
| Norges Bank Investment Management | — | — | — | — | — | 6.17M | — | — | — | 5.94M | — | 6.37M | — | 6.02M | — | 5.95M | — | 6.66M | — | 7.99M |
| Bank of America Corp | 4.58M | 5.01M | 8.10M | 10.39M | 12.02M | 12.28M | 13.05M | 12.82M | 12.80M | 12.78M | 4.62M | 10.10M | 4.11M | 8.26M | 7.03M | 7.56M | 7.51M | 7.85M | 7.35M | 7.97M |
| Northern Trust Corp | 8.44M | 8.28M | 7.90M | 7.55M | 7.44M | 7.37M | 7.20M | 6.91M | 6.95M | 6.59M | 6.23M | 6.16M | 5.87M | 6.83M | 6.67M | 6.61M | 6.52M | 6.36M | 6.29M | 6.20M |
| Fidelity Management & Research (FMR) | 8.89M | 7.61M | 9.32M | 6.94M | 6.14M | 4.81M | 6.36M | 6.02M | 5.29M | 6.38M | 8.11M | 10.14M | 11.00M | 10.91M | 10.47M | 8.29M | 8.16M | 8.41M | 9.26M | 6.01M |
| Wells Fargo & Co | 100.00K | 100.00K | 1.83M | 1.71M | 1.75M | 1.69M | 1.74M | 1.61M | 1.58M | 1.54M | 1.66M | 1.66M | 1.72M | 1.71M | 1.69M | 3.81M | 5.01M | 5.38M | 5.69M | 5.97M |
| Goldman Sachs Group | 4.56M | 4.68M | 4.60M | 4.13M | 4.44M | 4.75M | 4.38M | 4.17M | 4.35M | 4.35M | 4.62M | 5.25M | 4.08M | 4.07M | 4.75M | 4.87M | 4.49M | 5.04M | 5.46M | 5.44M |
| MFS Investment Management | 12.37M | 12.49M | — | 13.13M | 12.59M | 11.54M | 11.67M | 12.02M | 11.27M | 10.50M | 9.76M | 9.56M | 9.19M | 8.55M | 7.87M | 7.36M | 6.49M | 5.81M | 5.07M | 4.47M |
| UBS Group AG | 2.90M | 3.79M | 3.49M | 2.34M | 2.02M | 2.53M | 2.38M | 2.73M | 2.60M | 2.97M | 3.42M | 3.41M | 3.74M | 4.28M | 4.63M | 3.82M | 3.96M | 3.43M | 4.86M | 4.14M |
| Charles Schwab Investment Management | 3.08M | 3.08M | 3.10M | 3.09M | 3.12M | 3.19M | 3.20M | 3.20M | 3.17M | 3.84M | 3.89M | 3.91M | 3.86M | 3.88M | 3.85M | 3.89M | 3.83M | 3.81M | 3.87M | 3.89M |
| BNY Mellon | 5.54M | 5.44M | 5.39M | 5.48M | 5.39M | 5.55M | 5.43M | 5.28M | 5.14M | 5.06M | 4.81M | 4.70M | 4.56M | 4.37M | 4.30M | 4.05M | 3.94M | 3.97M | 3.85M | 3.74M |
| Legal & General Investment Management America | 4.67M | 4.62M | 4.81M | 4.93M | 4.54M | 4.27M | 4.29M | 4.34M | 4.14M | 5.27M | 5.09M | 5.14M | 4.97M | 3.73M | 3.77M | 3.40M | 3.48M | 3.41M | 3.68M | 3.36M |
| Wellington Management Group | 31.82M | 28.43M | 28.76M | 23.88M | 23.68M | 21.82M | 22.00M | 23.13M | 20.35M | 17.86M | 22.02M | 19.11M | 16.07M | 15.86M | 18.03M | 14.89M | 12.97M | 7.97M | 4.19M | 3.22M |
| Invesco Ltd | 6.13M | 5.38M | 6.42M | 6.05M | 5.84M | 5.69M | 5.61M | 5.78M | 5.75M | 5.94M | 5.56M | 5.10M | 4.99M | 4.63M | 4.32M | 4.02M | 3.09M | 3.20M | 3.32M | 2.85M |
| Deutsche Bank AG | 3.88M | 4.08M | 2.29M | 2.12M | 3.10M | 2.03M | 1.98M | 2.09M | 1.97M | 2.02M | 1.99M | 2.09M | 2.14M | 2.70M | 2.90M | 2.98M | 3.10M | 3.04M | 2.70M | 2.74M |
| Amundi US | 1.58M | 2.14M | 2.30M | 1.70M | 2.33M | 1.84M | 1.87M | 1.91M | 2.02M | 1.99M | 2.12M | 2.04M | 1.93M | 2.18M | 2.15M | 2.25M | 2.79M | 2.12M | 2.49M | 2.36M |
| Capital World Investors | — | — | — | — | — | — | — | — | — | — | — | 3.63M | 3.63M | 3.70M | 3.91M | 5.10M | 5.12M | 7.52M | 2.84M | 2.09M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details