Security record · archived quarter
AXP
American Express Company · Financial Services · Financial - Credit Services
187Tracked holders
+5Δ holders
495.25MShares held
$149.75BReported value
+8New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +2.7% ·
share flow -1.2% ·
net new positions +2.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 180 | -2 | 486.98M | $164.77B | +2 | −6 |
| Q1 2026 | 187 | +5 | 495.25M | $149.75B | +8 | −4 |
| Q4 2025 | 181 | +1 | 519.00M | $191.85B | +2 | — |
| Q3 2025 | 26 | +1 | 389.85M | $129.48B | +2 | −2 |
| Q2 2025 | 23 | -3 | 338.13M | $107.84B | — | −3 |
| Q1 2025 | 23 | +1 | 241.57M | $64.98B | +1 | — |
| Q4 2024 | 22 | 0 | 240.05M | $71.24B | — | — |
| Q3 2024 | 21 | -3 | 212.13M | $57.52B | — | −3 |
| Q2 2024 | 24 | — | 215.53M | $49.90B | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway ✦ | 151.61M | 0.0% | $45.86B | 17.4% | Held | 8 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 41.91M | -1.0% | $12.68B | 0.2% | ▼ Trim | 4 | SEC ↗ ×23 |
| 3 | Vanguard Capital Management Llc | 33.01M | — | $9.98B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 29.23M | -0.8% | $8.84B | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 20.41M | -3.0% | $6.07B | 0.4% | ▼ Trim | 3 | SEC ↗ ×24 |
| 6 | Geode Capital Management ✦ (passive) | 14.17M | +11.5% | $4.27B | 0.3% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 12.81M | -3.0% | $3.87B | 0.2% | ▼ Trim | 3 | SEC ↗ ×20 |
| 8 | Fidelity (FMR) ✦ | 9.26M | +10.2% | $2.80B | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 9 | Fisher Asset Management ✦ | 9.25M | +2.5% | $2.80B | 0.9% | ▲ Add | 8 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 7.35M | -6.3% | $2.22B | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 11 | T. Rowe Price ✦ | 6.99M | -4.7% | $2.12B | 0.2% | ▼ Trim | 8 | SEC ↗ ×2 |
| 12 | Northern Trust Corp | 6.29M | -1.1% | $1.90B | 0.3% | ▼ Trim | 2 | SEC ↗ ×10 |
| 13 | Wells Fargo & Company/Mn | 5.69M | +5.8% | $1.72B | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 14 | Nuveen, LLC | 5.59M | +8.1% | $1.69B | 0.5% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | UBS AM, a distinct business unit of… | 5.25M | +9.2% | $1.59B | 0.3% | ▲ Add | 2 | SEC ↗ ×12 |
| 16 | Massachusetts Financial Services Co… | 5.07M | -12.7% | $1.56B | 0.5% | ▼ Trim | 2 | SEC ↗ ×9 |
| 17 | Goldman Sachs Group ✦ | 4.97M | +5.7% | $1.50B | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 18 | Artisan Partners Limited Partnership | 4.59M | +1.7% | $1.39B | 2.3% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 4.57M | +42.3% | $1.38B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 20 | DZ BANK AG Deutsche Zentral… | 4.40M | -15.4% | $1.33B | 1.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 21 | Wellington Management ✦ | 4.18M | -47.5% | $1.27B | 0.2% | ▼ Trim | 8 | SEC ↗ ×6 |
| 22 | Charles Schwab Investment… | 3.87M | +1.6% | $1.17B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Bank of New York Mellon Corp | 3.85M | -3.0% | $1.17B | 0.2% | ▼ Trim | 2 | SEC ↗ ×20 |
| 24 | Legal & General Group Plc | 3.68M | +7.7% | $1.11B | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Invesco Ltd. | 3.32M | +3.9% | $1.00B | 0.1% | ▲ Add | 2 | SEC ↗ ×26 |
| 26 | Ameriprise Financial Inc | 3.21M | -20.3% | $977.04M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 27 | Capital Research Global Investors | 3.17M | -29.0% | $959.02M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Capital World Investors ✦ | 2.84M | -62.2% | $858.82M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 2.71M | -0.7% | $820.01M | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 30 | Deutsche Bank Ag\ | 2.70M | -11.0% | $817.70M | 0.3% | ▼ Trim | 2 | SEC ↗ ×17 |
| 31 | Nordea Investment Management Ab | 2.54M | +2.8% | $759.07M | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Amundi | 2.49M | +17.3% | $753.71M | 0.2% | ▲ Add | 2 | SEC ↗ ×9 |
| 33 | Barclays Plc | 2.32M | +16.1% | $702.27M | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 34 | Janus Henderson Group Plc | 2.31M | -7.0% | $700.23M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 35 | Boston Partners | 2.06M | -1.3% | $621.68M | 0.7% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | D. E. Shaw & Co. ✦ | 1.98M | +4253.1% | $599.62M | 0.5% | ▲ Add | 8 | SEC ↗ ×2 |
| 37 | Royal Bank Of Canada | 1.74M | -13.8% | $526.51M | 0.1% | ▼ Trim | 2 | SEC ↗ ×12 |
| 38 | Td Asset Management Inc | 1.70M | -15.0% | $513.64M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Hsbc Holdings Plc | 1.67M | -55.9% | $505.07M | 0.3% | ▼ Trim | 2 | SEC ↗ ×11 |
| 40 | First Eagle Investment Management… | 1.66M | +1.4% | $502.91M | 0.9% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Mitsubishi UFJ Asset Management… | 1.66M | +8.9% | $502.82M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 42 | Swiss National Bank | 1.62M | +6.0% | $489.20M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 43 | Schroder Investment Management Group | 1.57M | — | $473.55M | 0.4% | n/c | 1 | SEC ↗ ×8 |
| 44 | Pictet Asset Management Holding SA | 1.45M | +73.8% | $438.97M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 45 | Sumitomo Mitsui Trust Group, Inc. | 1.45M | -4.8% | $438.59M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 46 | First Trust Advisors Lp | 1.42M | +11.0% | $429.89M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 1.35M | +5.9% | $409.76M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 48 | California Public Employees… | 1.27M | +30.6% | $385.18M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 49 | BNP Paribas Asset Management… | 1.24M | +16.0% | $376.56M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 50 | Healthcare Of Ontario Pension Plan… | 1.24M | +350.0% | $374.00M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 51 | American Century Companies Inc | 1.20M | -10.4% | $362.75M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 52 | National Pension Service | 1.18M | -0.3% | $357.31M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 53 | Citigroup Inc | 1.09M | +52.5% | $330.15M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 54 | Raymond James Financial Inc | 1.06M | +1.1% | $320.69M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 55 | Pnc Financial Services Group, Inc. | 1.02M | -1.3% | $307.29M | 0.2% | ▼ Trim | 2 | SEC ↗ ×10 |
| 56 | Rhumbline Advisers | 1.01M | -1.2% | $304.40M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 942.48K | -4.6% | $285.08M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 58 | LPL Financial LLC | 912.86K | -1.0% | $276.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | Canada Pension Plan Investment Board | 876.20K | +37.5% | $265.03M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 60 | Corient Private Wealth LP | 805.71K | -55.3% | $255.46M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | California State Teachers… | 826.58K | -3.4% | $250.02M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 62 | Qube Research & Technologies Ltd | 819.14K | +759.9% | $247.77M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 63 | Principal Financial Group Inc | 802.19K | -1.9% | $242.65M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Franklin Resources Inc | 758.84K | +53.1% | $229.53M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 65 | Envestnet Asset Management Inc | 749.00K | +27.6% | $226.56M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 66 | Stifel Financial Corp | 715.95K | +0.9% | $216.58M | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 67 | Blair William & Co/Il | 693.77K | -0.9% | $209.85M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 68 | Alliancebernstein L.P. | 561.83K | -3.4% | $207.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Aberdeen Group plc | 674.61K | -1.0% | $204.05M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Russell Investments Group, Ltd. | 631.77K | +7.9% | $190.41M | 0.2% | ▲ Add | 2 | SEC ↗ ×15 |
| 71 | Korea Investment CORP | 621.81K | +48.0% | $188.08M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 72 | Universal- Beteiligungs- und… | 620.94K | -1.8% | $186.84M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 613.37K | +86.9% | $184.92M | 0.1% | ▲ Add | 8 | SEC ↗ ×8 |
| 74 | New York State Common Retirement… | 609.88K | -0.7% | $184.48M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 75 | Tidal Investments LLC | 573.00K | +4.7% | $173.29M | 0.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 76 | Toronto Dominion Bank | 561.32K | +82.8% | $169.79M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Renaissance Technologies ✦ | 550.88K | New | $166.63M | 0.3% | New | 1 | SEC ↗ |
| 78 | Man Group plc | 529.13K | +47.1% | $160.05M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 79 | Markel Group ✦ | 490.45K | +0.4% | $148.35M | 1.2% | ▲ Add | 8 | SEC ↗ ×2 |
| 80 | Us Bancorp \De\ | 490.07K | +6.7% | $148.24M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 81 | Aviva Plc | 487.50K | -6.1% | $147.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 82 | Ensign Peak Advisors, Inc | 483.40K | +49.0% | $146.22M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 83 | HighTower Advisors, LLC | 482.34K | +11.6% | $145.90M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 84 | State Board Of Administration Of… | 478.49K | -1.1% | $144.73M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 85 | First Manhattan Co. Llc. | 459.69K | -4.2% | $139.05M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 86 | Danske Bank A/S | 457.11K | +2.5% | $138.27M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 87 | Victory Capital Management Inc | 457.10K | -4.5% | $138.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 88 | PFA Pension, Forsikringsaktieselskab | 433.73K | -2.9% | $131.19M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 89 | Manufacturers Life Insurance… | 420.65K | -4.8% | $127.24M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 90 | CIBC Bancorp USA Inc. | 409.74K | — | $124.01M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 91 | Citadel Advisors ✦ | 403.40K | +23.9% | $122.02M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 92 | GAMCO Investors ✦ | 393.71K | -6.8% | $119.09M | 1.2% | ▼ Trim | 8 | SEC ↗ |
| 93 | TD Waterhouse Canada Inc. | 376.48K | +329.5% | $113.21M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 94 | Storebrand Asset Management As | 373.27K | -3.6% | $112.91M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 95 | Asset Management One Co., Ltd. | 368.42K | -5.7% | $111.44M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 362.98K | -1.5% | $109.79M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Credit Agricole S A | 356.24K | -2.1% | $107.76M | 0.4% | ▼ Trim | 2 | SEC ↗ ×8 |
| 98 | Connor, Clark & Lunn Investment… | 353.45K | +3602.2% | $106.91M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 99 | Rockefeller Capital Management L.P. | 347.37K | -7.1% | $105.07M | 0.2% | ▼ Trim | 2 | SEC ↗ ×7 |
| 100 | Millennium Management ✦ | 343.16K | +66.8% | $103.80M | 0.1% | ▲ Add | 8 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $166.63M | 0.3% |
Exited
| Norges Bank | $2.46B | was 0.3% |
| Rakuten Investment… | $26.84M | was 0.1% |
| Point72 Asset Management | $16.86M | was 0.0% |
| Ninety One UK Ltd | $16.48M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,861 holders, 557.24M shares, $163.44B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 18
Herena Monique
Officer · 8.81K sh · $2.97M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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