Security record · archived quarter
AXP
American Express Company · Financial Services · Financial - Credit Services
183Tracked holders
-2Δ holders
491.47MShares held
$166.29BReported value
+2New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -1.1% ·
share flow -1.7% ·
net new positions -0.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 183 | -2 | 491.47M | $166.29B | +2 | −3 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 29.10M | -0.5% | $9.84B | 0.3% | ▼ Trim | 7 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 20.46M | +0.2% | $6.97B | 0.4% | ▲ Add | 4 | SEC ↗ ×22 |
| 3 | Morgan Stanley ✦ | 13.12M | +2.4% | $4.44B | 0.2% | ▲ Add | 4 | SEC ↗ ×20 |
| 4 | Fisher Asset Management ✦ | 9.43M | +1.9% | $3.19B | 0.9% | ▲ Add | 9 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 7.97M | +8.4% | $2.70B | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 6 | T. Rowe Price ✦ | 7.01M | +0.2% | $2.37B | 0.2% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Northern Trust Corp | 6.20M | -1.5% | $2.10B | 0.2% | ▼ Trim | 3 | SEC ↗ ×10 |
| 8 | Fidelity (FMR) ✦ | 6.01M | -35.2% | $2.03B | 0.1% | ▼ Trim | 5 | SEC ↗ ×5 |
| 9 | Wells Fargo & Company/Mn | 5.96M | +4.8% | $2.02B | 0.4% | ▲ Add | 3 | SEC ↗ ×6 |
| 10 | Goldman Sachs Group ✦ | 5.12M | +3.0% | $1.73B | 0.2% | ▲ Add | 4 | SEC ↗ ×7 |
| 11 | UBS AM, a distinct business unit of… | 5.05M | -3.7% | $1.71B | 0.3% | ▼ Trim | 3 | SEC ↗ ×11 |
| 12 | Charles Schwab Investment… | 3.89M | +0.4% | $1.32B | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Legal & General Group Plc | 3.36M | -8.5% | $1.14B | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Dimensional Fund Advisors Lp | 2.85M | +5.2% | $965.35M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Barclays Plc | 2.54M | +9.4% | $859.14M | 0.3% | ▲ Add | 3 | SEC ↗ ×5 |
| 16 | Ameriprise Financial Inc | 2.39M | -25.5% | $810.03M | 0.2% | ▼ Trim | 3 | SEC ↗ ×8 |
| 17 | Hsbc Holdings Plc | 1.57M | -6.0% | $530.38M | 0.3% | ▼ Trim | 3 | SEC ↗ ×10 |
| 18 | American Century Companies Inc | 1.25M | +4.2% | $422.75M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.08M | +2.3% | $366.99M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 20 | Pnc Financial Services Group, Inc. | 1.01M | -0.8% | $340.91M | 0.2% | ▼ Trim | 3 | SEC ↗ ×10 |
| 21 | Citigroup Inc | 816.33K | -25.2% | $276.12M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Stifel Financial Corp | 796.10K | +11.2% | $269.31M | 0.2% | ▲ Add | 3 | SEC ↗ ×7 |
| 23 | Franklin Resources Inc | 782.72K | +3.1% | $264.75M | 0.1% | ▲ Add | 3 | SEC ↗ ×11 |
| 24 | New York State Common Retirement… | 567.83K | -6.9% | $192.07M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 25 | Us Bancorp \De\ | 492.29K | +0.5% | $166.52M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Jones Financial Companies Lllp | 484.00K | +40.5% | $164.73M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | First Manhattan Co. Llc. | 453.55K | -1.3% | $153.41M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 28 | GAMCO Investors ✦ | 388.96K | -1.2% | $131.57M | 1.2% | ▼ Trim | 9 | SEC ↗ |
| 29 | Danske Bank A/S | 381.71K | -16.5% | $129.11M | 0.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Truist Financial Corp | 322.85K | -0.5% | $109.20M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Fifth Third Bancorp | 307.57K | -8.4% | $104.04M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 32 | State Of Wisconsin Investment Board | 283.76K | -3.8% | $95.98M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 281.38K | +0.8% | $95.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Dodge & Cox ✦ | 271.28K | -2.2% | $91.76M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 35 | Sei Investments Co | 261.57K | -3.7% | $88.48M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Royal London Asset Management Ltd | 248.09K | -1.4% | $83.92M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank Of Nova Scotia | 211.83K | +55.7% | $71.65M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Harris Associates (Oakmark) ✦ | 203.45K | -0.1% | $68.82M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 176.70K | +13.3% | $59.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 135.37K | +44.8% | $45.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | FIL Ltd | 65.53K | +1.4% | $22.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Tweedy, Browne ✦ | 62.72K | -0.4% | $21.21M | 1.6% | ▼ Trim | 9 | SEC ↗ |
| 43 | Aristotle Capital Management, LLC | 11.53K | 0.0% | $3.90M | 0.0% | Held | 3 | SEC ↗ |
| 44 | Jennison Associates Llc | 9.35K | +21.2% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Loomis Sayles & Co L P | 160 | +65.0% | $54,120 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q2 2026 ·
Methodology ·
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