greeksoup/ stock research
Stock research / United States / AXP / 13F holders

American Express Co. 13F holders

3,029 funds reported a position in American Express Co. in their 13F for the quarter ended 30 June 2026, together 578.8 million shares worth $195.79 billion. Against the quarter before, 204 opened a position, 1,164 added, 1,038 trimmed and 116 sold out; together they sold a net 9.7 million shares. The largest holders: Berkshire Hathaway Inc, BlackRock, Inc. and Vanguard Capital Management LLC.

Funds holding3,029+108 on Q1 2026
Shares they held578.8Mworth $195.79 billion
Net sold on the quarter9.7M sharesabout $3.29 billion at the funds' values
Funds buying to selling1,368 to 1,154opened or added, to cut or sold
Opened 204Added 1,164Held 591Trimmed 1,038Sold out 116
Opened: 204 fundsAdded: 1,164 fundsHeld: 591 fundsTrimmed: 1,038 fundsSold out: 116 funds

What each fund did in AXP against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 2,461 funds, 608.9 million shares2,461Q3 2024Q4 2024: 2,646 funds, 599.4 million shares2,646Q4 2024Q1 2025: 2,630 funds, 597.8 million shares2,630Q1 2025Q2 2025: 2,725 funds, 597.9 million shares2,725Q2 2025Q3 2025: 2,764 funds, 605.5 million shares2,764Q3 2025Q4 2025: 3,053 funds, 589.4 million shares3,053Q4 2025Q1 2026: 2,921 funds, 578.6 million shares2,921Q1 2026Q2 2026: 3,029 funds, 578.8 million shares3,029Q2 2026

Funds reporting a position in AXP in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 1,736 reported a position in American Express Co.: 43 opened one, 650 added, 609 trimmed and 116 sold out, a net 414,702 shares bought.

FundChange in sharesShares nowStatusFiling
Barclays PLC+873,3993,413,353added13F
Provident Trust Co.-289,253631,564trimmed13F
Deutsche Bank AG+248,2392,991,624added13F
Fisher Asset Management, LLC+172,5719,599,242added13F
KBC Group NV-168,309273,119trimmed13F
Dimensional Fund Advisors LP+139,2262,992,923added13F
Geode Capital Management, LLC+135,02414,154,573added13F
Natixis+133,991262,250added13F
DekaBank Deutsche Girozentrale+127,988283,362added13F
Cambridge Investment Research Advisors, Inc.-121,459136,390trimmed13F
Amundi-119,2312,236,013trimmed13F
Mitsubishi UFJ Asset Management Co., Ltd.+100,1211,812,195added13F
Principal Financial Group Inc.+95,438996,356added13F
Rakuten Investment Management, Inc.+94,67994,679new13F
Beutel, Goodman & Co Ltd.+90,487663,655added13F
Bank of New York Mellon Corp-83,8933,652,358trimmed13F
Pictet Asset Management Holding SA+82,7901,250,398added13F
Chilton Capital Management LLC+81,056168,162added13F
Focused Investors LLC-72,600383,050trimmed13F
Ninety One UK Ltd+70,08770,087new13F
Swedbank AB-67,453261,646trimmed13F
Smith Group Asset Management, LLC-65,574103,489trimmed13F
Calamos Advisors LLC-61,196136,659trimmed13F
Creative Planning+58,101336,456added13F
Candriam S.C.A.-57,60969,190trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in American Express Co. in a 13F for the quarter ended 30 September 2026, and 11 more in a 13F for an earlier quarter, the latest each has filed. The largest: Berkshire Hathaway, 151.6 million shares worth $51.28 billion, 17.1% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 135,024 shares, about $40.9 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Berkshire Hathaway151,610,700$51.28 billion17.1%no changeheld30 June 2026, an earlier quarter13F
Geode Capital Management14,154,573$4.29 billion0.2%+135,024added30 September 202613F
Norges Bank7,985,867$2.70 billion0.3%held30 June 2026, an earlier quarter13F
FMR LLC6,007,554$2.03 billion0.1%-3,257,444trimmed30 June 2026, an earlier quarter13F
Capital Research Global Investors741,644$250.9 million0.0%-2,428,907trimmed30 June 2026, an earlier quarter13F
Citadel Advisors312,334$105.6 million0.1%-91,062trimmed30 June 2026, an earlier quarter13F
Dodge & Cox271,279$91.8 million0.0%-6,211trimmed30 June 2026, an earlier quarter13F
Harris Associates203,453$68.8 million0.1%-253trimmed30 June 2026, an earlier quarter13F
Two Sigma Investments89,126$30.1 million0.0%+66,077added30 June 2026, an earlier quarter13F
Millennium Management81,107$27.4 million0.0%-262,054trimmed30 June 2026, an earlier quarter13F
Renaissance Technologies34,580$11.7 million0.0%-516,300trimmed30 June 2026, an earlier quarter13F
Bridgewater Associates29,582$10.0 million0.0%+7,805added30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Berkshire Hathaway Inc151,610,70026.19%$51.28 billion17.14%no change13F
BlackRock, Inc.42,006,3927.26%$14.21 billion0.21%+96,08313F
Vanguard Capital Management LLC35,215,5216.08%$11.91 billion0.26%+2,205,30613F
State Street Corp.29,095,8035.03%$9.84 billion0.29%-131,91813F
JPMorgan Chase & Co.20,459,9413.53%$6.97 billion0.41%+51,61813F
Geode Capital Management, LLC14,019,5492.42%$4.73 billion0.25%-146,92513F
Morgan Stanley13,121,1092.27%$4.44 billion0.23%+312,35713F
Fisher Asset Management, LLC9,426,6711.63%$3.19 billion0.95%+176,29813F
Vanguard Portfolio Management LLC8,739,5191.51%$2.96 billion0.13%+786,96413F
Norges Bank7,985,8671.38%$2.70 billion0.27%13F
Bank of America Corp.7,969,5551.38%$2.70 billion0.17%+614,98113F
Price T Rowe Associates Inc.7,005,8401.21%$2.37 billion0.24%+13,10013F
Northern Trust Corp.6,198,6641.07%$2.10 billion0.24%-94,00413F
FMR LLC6,007,5541.04%$2.03 billion0.09%-3,257,44413F
Wells Fargo & Company5,963,5991.03%$2.02 billion0.35%+272,92713F
Nuveen, LLC5,189,8020.90%$1.76 billion0.42%-400,97913F
Goldman Sachs Group Inc.5,120,8640.88%$1.73 billion0.18%+150,27613F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC5,053,4090.87%$1.71 billion0.31%-193,99613F
Massachusetts Financial Services Co.4,467,9040.77%$1.54 billion0.49%-599,75113F
Artisan Partners Limited Partnership4,521,0440.78%$1.53 billion2.49%-72,83913F
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,373,2050.76%$1.48 billion1.17%-29,63413F
UBS Group AG4,082,8510.71%$1.38 billion0.22%-483,39813F
Charles Schwab Investment Management Inc.3,888,1060.67%$1.32 billion0.17%+16,95813F
Bank of New York Mellon Corp3,736,2510.65%$1.26 billion0.21%-116,96613F
Legal & General Group Plc3,364,5360.58%$1.14 billion0.24%-311,62813F
First Eagle Investment Management, LLC3,360,2940.58%$1.14 billion0.94%13F
Wellington Management Group LLP3,219,9420.56%$1.09 billion0.19%-965,03713F
Vanguard Fiduciary Trust Co.3,019,4400.52%$1.02 billion0.23%+22,68913F
Dimensional Fund Advisors LP2,853,6970.49%$965.3 million0.17%+142,09513F
Invesco Ltd.2,847,4490.49%$963.1 million0.08%-473,03613F
Rothschild & Co Wealth Management UK Ltd2,838,2200.49%$960.0 million13.86%-5,93813F
Deutsche Bank AG2,743,3850.47%$927.9 million0.27%+40,05613F
Nordea Investment Management AB2,610,0190.45%$890.0 million0.73%+66,05713F
Barclays PLC2,539,9540.44%$859.1 million0.27%+218,25613F
Capital Wealth Planning, LLC2,407,3100.42%$814.3 million4.07%-222,53813F
Ameriprise Financial Inc.2,394,2920.41%$810.0 million0.16%-819,66313F
Jupiter Topco LLC2,382,7500.41%$806.0 million0.33%first 13F13F
Amundi2,355,2440.41%$796.7 million0.19%-136,51213F
Boston Partners2,312,3550.40%$784.6 million0.70%+256,19413F
Capital World Investors2,094,2220.36%$708.4 million0.08%-745,03513F
Royal Bank of Canada1,850,5700.32%$626.0 million0.11%+109,91413F
Schroder Investment Management Group1,778,8570.31%$601.7 million0.43%+213,29213F
Mitsubishi UFJ Asset Management Co., Ltd.1,712,0740.30%$579.1 million0.32%+49,76313F
D. E. Shaw & Co., Inc.1,580,1030.27%$534.5 million0.35%-402,23513F
HSBC Holdings PLC1,568,2400.27%$530.4 million0.26%-99,83513F
Swiss National Bank1,499,0190.26%$507.0 million0.27%-118,28013F
First Trust Advisors LP1,438,1460.25%$486.5 million0.29%+16,92513F
Marshall Wace, LLP1,429,1630.25%$483.4 million0.41%+1,303,12013F
Sumitomo Mitsui Trust Group, Inc.1,400,3840.24%$473.7 million0.27%-49,58113F
BNP Paribas Asset Management Holding S.A.1,355,1560.23%$458.4 million0.46%+110,20213F
The 50 largest of the 3,029 funds that reported a position in AXP in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on AXP

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsPuts830,400$280.9 million30 June 202613F
Citadel AdvisorsCalls701,100$237.1 million30 June 202613F
Millennium ManagementPuts150,300$50.8 million30 June 202613F
Millennium ManagementCalls112,900$38.2 million30 June 202613F
Point72 Asset ManagementPuts41,900$14.2 million30 June 202613F
Point72 Asset ManagementCalls40,300$13.6 million30 June 202613F
Two Sigma InvestmentsCalls4,100$1.4 million30 June 202613F
Two Sigma InvestmentsPuts2,700$913,27530 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
29 April 202613GVanguard Capital Management and 1 other38.3 million5.6%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
25 August 20262$337.33SEC
3 August 2026100$336.25SEC
28 July 202648$335.39SEC
20 July 2026100$355.35SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 100 on 3 August 2026. A fail is an operational fact about settlement, not a position.