AMERICAN EXPRESS CO (AXP) — Institutional Holders, Q2 2026

3,027 institutional investment managers reported a AXP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $194.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← AXP stock profile

AXP in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

232

Added to

1,209

Trimmed

1,067

Sold out

117

Biggest buyers

VANGUARD CAPITAL MANAGEMENTAdded · +2,205,306 sh+$745.9M
MARSHALL WACE, LLPAdded · +1,303,120 sh+$440.8M
VANGUARD PORTFOLIO MANAGEMENTAdded · +786,964 sh+$266.2M
BANK OF AMERICAAdded · +614,981 sh+$208.0M
MORGAN STANLEYAdded · +312,357 sh+$105.7M

Biggest sellers

FMRTrimmed · -3,257,444 sh-$1.1B
Capital Research Global InvestorsTrimmed · -2,428,907 sh-$821.6M
SG Americas SecuritiesTrimmed · -1,002,749 sh-$339.2M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -965,037 sh-$326.4M
AMERIPRISE FINANCIALTrimmed · -819,663 sh-$277.3M

AXP 13F holders ranked 1–100 of 3,027

Institutional investors reporting a position in AMERICAN EXPRESS CO on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BERKSHIRE HATHAWAY#1 · 151,610,700 sh	151,610,700	$51.3B	17.14%	0.0%
2	BlackRock#2 · 42,006,392 sh	42,006,392	$14.2B	0.21%	+0.2%
3	VANGUARD CAPITAL MANAGEMENT#3 · 35,215,521 sh	35,215,521	$11.9B	0.25%	+6.7%
4	STATE STREET#4 · 29,095,803 sh	29,095,803	$9.8B	0.29%	-0.5%
5	JPMORGAN CHASE#5 · 20,459,941 sh	20,459,941	$7.0B	0.39%	+0.3%
6	GEODE CAPITAL MANAGEMENT#6 · 14,019,549 sh	14,019,549	$4.7B	0.25%	-1.0%
7	MORGAN STANLEY#7 · 13,121,109 sh	13,121,109	$4.4B	0.23%	+2.4%
8	Fisher Asset Management#8 · 9,426,671 sh	9,426,671	$3.2B	0.95%	+1.9%
9	VANGUARD PORTFOLIO MANAGEMENT#9 · 8,739,519 sh	8,739,519	$3.0B	0.13%	+9.9%
10	NORGES BANK#10 · 7,985,867 sh	7,985,867	$2.7B	0.27%	—
11	BANK OF AMERICA#11 · 7,969,555 sh	7,969,555	$2.7B	0.17%	+8.4%
12	PRICE T ROWE ASSOCIATES#12 · 7,005,840 sh	7,005,840	$2.4B	0.24%	+0.2%
13	NORTHERN#13 · 6,198,664 sh	6,198,664	$2.1B	0.24%	-1.5%
14	FMR#14 · 6,007,554 sh	6,007,554	$2.0B	0.09%	-35.2%
15	WELLS FARGO & COMPANY#15 · 5,963,599 sh	5,963,599	$2.0B	0.33%	+4.8%
16	Nuveen#16 · 5,189,802 sh	5,189,802	$1.8B	0.42%	-7.2%
17	GOLDMAN SACHS GROUP#17 · 5,120,864 sh	5,120,864	$1.7B	0.15%	+3.0%
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#18 · 5,053,409 sh	5,053,409	$1.7B	0.31%	-3.7%
19	MASSACHUSETTS FINANCIAL SERVICES#19 · 4,467,904 sh	4,467,904	$1.5B	0.49%	-11.8%
20	Artisan Partners Limited Partnership#20 · 4,521,044 sh	4,521,044	$1.5B	2.42%	-1.6%
21	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#21 · 4,373,205 sh	4,373,205	$1.5B	1.13%	-0.7%
22	UBS Group AG#22 · 4,082,851 sh	4,082,851	$1.4B	0.18%	-10.6%
23	CHARLES SCHWAB INVESTMENT MANAGEMENT#23 · 3,888,106 sh	3,888,106	$1.3B	0.17%	+0.4%
24	Bank of New York Mellon#24 · 3,736,251 sh	3,736,251	$1.3B	0.21%	-3.0%
25	Legal & General Group Plc#25 · 3,364,536 sh	3,364,536	$1.1B	0.24%	-8.5%
26	WELLINGTON MANAGEMENT GROUP LLP#26 · 3,219,942 sh	3,219,942	$1.1B	0.19%	-23.1%
27	VANGUARD FIDUCIARY#27 · 3,019,440 sh	3,019,440	$1.0B	0.22%	+0.8%
28	DIMENSIONAL FUND ADVISORS#28 · 2,853,697 sh	2,853,697	$965.3M	0.17%	+5.2%
29	Invesco Ltd.#29 · 2,847,449 sh	2,847,449	$963.1M	0.08%	-14.2%
30	Rothschild & Wealth Management UK Ltd#30 · 2,838,220 sh	2,838,220	$960.0M	—	-0.2%
31	DEUTSCHE BANK AG\#31 · 2,743,385 sh	2,743,385	$927.9M	0.27%	+1.5%
32	NORDEA INVESTMENT MANAGEMENT AB#32 · 2,610,019 sh	2,610,019	$890.0M	0.73%	+2.6%
33	BARCLAYS PLC#33 · 2,539,954 sh	2,539,954	$859.1M	0.17%	+9.4%
34	Capital Wealth Planning#34 · 2,407,310 sh	2,407,310	$814.3M	4.07%	-8.5%
35	AMERIPRISE FINANCIAL#35 · 2,394,292 sh	2,394,292	$810.0M	0.16%	-25.5%
36	Jupiter Topco#36 · 2,382,750 sh	2,382,750	$806.0M	0.33%	—
37	Amundi#37 · 2,355,244 sh	2,355,244	$796.7M	0.19%	-5.5%
38	Boston Partners#38 · 2,312,355 sh	2,312,355	$784.6M	0.70%	+12.5%
39	Capital World Investors#39 · 2,094,222 sh	2,094,222	$708.4M	0.08%	-26.2%
40	ROYAL BANK OF CANADA#40 · 1,850,570 sh	1,850,570	$626.0M	0.09%	+6.3%
41	SCHRODER INVESTMENT MANAGEMENT GROUP#41 · 1,778,857 sh	1,778,857	$601.7M	0.43%	+13.6%
42	Mitsubishi UFJ Asset Management , Ltd.#42 · 1,712,074 sh	1,712,074	$579.1M	0.32%	+3.0%
43	First Eagle Investment Management#43 · 1,680,147 sh	1,680,147	$568.3M	0.95%	+1.1%
44	D. E. Shaw#44 · 1,580,103 sh	1,580,103	$534.5M	0.25%	-20.3%
45	HSBC PLC#45 · 1,568,240 sh	1,568,240	$530.4M	0.22%	-6.0%
46	Swiss National Bank#46 · 1,499,019 sh	1,499,019	$507.0M	0.26%	-7.3%
47	FIRST ADVISORS#47 · 1,438,146 sh	1,438,146	$486.5M	0.29%	+1.2%
48	MARSHALL WACE, LLP#48 · 1,429,163 sh	1,429,163	$483.4M	0.38%	+1033.9%
49	Sumitomo Mitsui#49 · 1,400,384 sh	1,400,384	$473.7M	0.27%	-3.4%
50	BNP Paribas Asset Management Holding S.A.#50 · 1,355,156 sh	1,355,156	$458.4M	0.46%	+8.9%
51	BNP PARIBAS FINANCIAL MARKETS#51 · 1,279,532 sh	1,279,532	$432.8M	0.15%	-5.5%
52	AMERICAN CENTURY COMPANIES#52 · 1,249,803 sh	1,249,803	$422.7M	0.19%	+4.2%
53	TD ASSET MANAGEMENT#53 · 1,214,293 sh	1,214,293	$410.7M	0.36%	-28.5%
54	National Pension Service#54 · 1,191,145 sh	1,191,145	$402.9M	0.26%	+0.8%
55	Pictet Asset Management Holding SA#55 · 1,167,608 sh	1,167,608	$395.0M	0.38%	-19.6%
56	Vanguard Global Advisers#56 · 1,147,920 sh	1,147,920	$388.3M	0.18%	-2.1%
57	RAYMOND JAMES FINANCIAL#57 · 1,084,956 sh	1,084,956	$367.0M	0.10%	+2.3%
58	BANK OF MONTREAL#58 · 1,051,681 sh	1,051,681	$355.7M	0.12%	+11.6%
59	VANGUARD ASSET MANAGEMENT, Ltd#59 · 1,046,403 sh	1,046,403	$353.9M	0.24%	+11.5%
60	CANADA PENSION PLAN INVESTMENT BOARD#60 · 1,015,427 sh	1,015,427	$343.5M	0.19%	+15.9%
61	PNC FINANCIAL SERVICES GROUP#61 · 1,007,851 sh	1,007,851	$340.9M	0.17%	-0.8%
62	Sustainable Growth Advisers#62 · 987,506 sh	987,506	$334.0M	—	-12.0%
63	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#63 · 980,462 sh	980,462	$331.6M	0.19%	-23.0%
64	BARROW HANLEY MEWHINNEY & STRAUSS#64 · 979,195 sh	979,195	$331.2M	1.00%	-9.2%
65	RHUMBLINE ADVISERS#65 · 969,657 sh	969,657	$328.0M	0.25%	-3.6%
66	HEALTHCARE OF ONTARIO PENSION PLAN FUND#66 · 968,071 sh	968,071	$327.5M	0.46%	-21.7%
67	SG Americas Securities#67 · 962,989 sh	962,989	$325.7M	0.18%	-51.0%
68	LPL Financial#68 · 947,552 sh	947,552	$320.5M	0.07%	+3.8%
69	PROVIDENT#69 · 920,817 sh	920,817	$311.5M	6.53%	+0.4%
70	PRINCIPAL FINANCIAL GROUP#70 · 900,918 sh	900,918	$304.7M	0.15%	+12.3%
71	Longview Partners (Guernsey) LTD#71 · 849,396 sh	849,396	$287.3M	4.67%	-21.0%
72	CITIGROUP#72 · 816,334 sh	816,334	$276.1M	0.09%	-25.2%
73	STIFEL FINANCIAL#73 · 796,096 sh	796,096	$269.3M	0.22%	+11.2%
74	FRANKLIN RESOURCES#74 · 782,716 sh	782,716	$264.8M	0.06%	+3.1%
75	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#75 · 762,755 sh	762,755	$258.0M	0.89%	-8.8%
76	Capital Research Global Investors#76 · 741,644 sh	741,644	$250.9M	0.04%	-76.6%
77	ENVESTNET ASSET MANAGEMENT#77 · 732,160 sh	732,160	$247.7M	0.06%	-2.2%
78	Corient Private Wealth#78 · 718,481 sh	718,481	$243.0M	0.34%	-10.8%
79	BLAIR WILLIAM#79 · 680,321 sh	680,321	$230.1M	0.60%	-1.9%
80	Russell Investments Group, Ltd.#80 · 679,228 sh	679,228	$230.1M	0.20%	+7.5%
81	KING LUTHER CAPITAL MANAGEMENT#81 · 660,465 sh	660,465	$223.4M	0.91%	+9.1%
82	Korea Investment#82 · 647,397 sh	647,397	$219.0M	0.42%	+4.1%
83	S&G Foundation#83 · 641,100 sh	641,100	$216.9M	10.11%	0.0%
84	abrdn plc#84 · 637,601 sh	637,601	$215.7M	0.30%	-5.5%
85	Universal- Beteiligungs- und Servicegesellschaft mbH#85 · 614,935 sh	614,935	$206.7M	0.32%	-1.0%
86	NATIXIS ADVISORS#86 · 599,813 sh	599,813	$202.9M	0.23%	+27.1%
87	CIBC Bancorp USA#87 · 577,898 sh	577,898	$195.4M	0.24%	+41.0%
88	Toroso Investments#88 · 576,580 sh	576,580	$195.0M	0.34%	+0.6%
89	Beutel, Goodman & Ltd.#89 · 573,168 sh	573,168	$193.9M	1.43%	-13.7%
90	Smead Capital Management#90 · 569,063 sh	569,063	$192.5M	—	-5.6%
91	NEW YORK STATE COMMON RETIREMENT FUND#91 · 567,827 sh	567,827	$192.1M	0.24%	-6.9%
92	TIMUCUAN ASSET MANAGEMENT#92 · 566,262 sh	566,262	$191.5M	7.05%	+0.6%
93	THRIVENT FINANCIAL FOR LUTHERANS#93 · 542,965 sh	542,965	$183.7M	0.31%	-4.4%
94	Ensign Peak Advisors#94 · 520,142 sh	520,142	$175.9M	0.29%	+7.6%
95	Alphinity Investment Management Pty Ltd#95 · 507,205 sh	507,205	$171.6M	2.86%	-7.3%
96	US BANCORP \DE\#96 · 492,290 sh	492,290	$166.5M	0.18%	+0.5%
97	MARKEL GROUP#97 · 490,450 sh	490,450	$165.9M	1.26%	0.0%
98	AVIVA PLC#98 · 489,351 sh	489,351	$165.5M	0.24%	+0.4%
99	ALLIANCEBERNSTEIN L.P.#99 · 545,020 sh	545,020	$164.9M	0.05%	-3.0%
100	JONES FINANCIAL COMPANIES LLLP#100 · 484,003 sh	484,003	$164.7M	0.07%	+40.5%

Funds that sold out of AXP in Q2 2026 (117)

Held AXP at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held AXP in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Susquehanna Portfolio Strategies152,949 sh	152,949	$46.3M
Quadrature Capital Ltd114,040 sh	114,040	$34.5M
Skye Global Management65,500 sh	65,500	$19.8M
North Reef Capital Management50,000 sh	50,000	$15.1M
Polar Capital Plc45,415 sh	45,415	$13.7M
Vise Technologies32,951 sh	32,951	$12.2M
Jain Global36,732 sh	36,732	$11.1M
Gillson Capital36,480 sh	36,480	$11.0M
iA Global Asset Management33,330 sh	33,330	$10.1M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS33,317 sh	33,317	$10.1M
ING GROEP NV32,836 sh	32,836	$9.9M
SEGALL BRYANT & HAMILL26,367 sh	26,367	$8.1M
Chapman Investment Management21,573 sh	21,573	$6.5M
Banque Cantonale Vaudoise20,503 sh	20,503	$6.2M
TKG Advisors18,271 sh	18,271	$5.5M
WINTON GROUP Ltd14,185 sh	14,185	$4.3M
OCCUDO QUANTITATIVE STRATEGIES12,047 sh	12,047	$3.9M
EVOKE WEALTH11,320 sh	11,320	$3.4M
SIH Partners, LLLP11,291 sh	11,291	$3.4M
Quantitative Investment Management10,765 sh	10,765	$3.3M
TUDOR INVESTMENT ET AL10,726 sh	10,726	$3.2M
PEAK FINANCIAL ADVISORS9,862 sh	9,862	$3.0M
Unifi Asset Management9,233 sh	9,233	$2.8M
Cannon Advisors8,748 sh	8,748	$2.6M
Jackson Wealth Management7,637 sh	7,637	$2.3M
Hillsdale Investment Management7,270 sh	7,270	$2.2M
Whitaker-Myers Wealth Managers, LTD.7,000 sh	7,000	$2.1M
Niles Investment Management6,396 sh	6,396	$1.9M
SummitTX Capital, L.P.5,651 sh	5,651	$1.7M
AXQ CAPITAL5,149 sh	5,149	$1.6M
Point4,912 sh	4,912	$1.5M
SIMPLEX TRADING4,556 sh	4,556	$1.4M
Laurion Capital Management4,543 sh	4,543	$1.4M
McLaughlin Asset Management3,910 sh	3,910	$1.2M
BLUE JEAN FINANCIAL3,902 sh	3,902	$1.2M
IBEX WEALTH ADVISORS3,669 sh	3,669	$1.1M
AXA S.A.3,569 sh	3,569	$1.1M
SANDERS MORRIS HARRIS3,388 sh	3,388	$1.0M
Legacy Wealth Management, / MS3,055 sh	3,055	$924.1K
Talon Private Wealth3,051 sh	3,051	$922.9K
Scissortail Wealth Management3,017 sh	3,017	$912.6K
iSAM Funds (UK) Ltd2,797 sh	2,797	$846.0K
SkyView Investment Advisors2,582 sh	2,582	$781.0K
SGL Investment Advisors2,372 sh	2,372	$740.8K
Trust Co2,406 sh	2,406	$727.8K
Western Financial2,213 sh	2,213	$669.4K
Whalen Wealth Management2,118 sh	2,118	$640.7K
Limestone Investment Advisors2,087 sh	2,087	$631.3K
Machina Capital S.A.S.2,062 sh	2,062	$623.7K
Baer Investment Advisory1,960 sh	1,960	$592.9K
ARWA1,836 sh	1,836	$583.5K
MOR Wealth Management1,781 sh	1,781	$538.7K
Providence First1,719 sh	1,719	$520.0K
111 Capital1,680 sh	1,680	$508.2K
PARADIGM ASSET MANAGEMENT1,600 sh	1,600	$484.0K
LEE JOHNSON CAPITAL MANAGEMENT1,597 sh	1,597	$483.1K
Legacy Capital Group California1,546 sh	1,546	$467.6K
LECAP ASSET MANAGEMENT LTD1,523 sh	1,523	$460.7K
HBK INVESTMENTS L P1,501 sh	1,501	$454.0K
Wealth Science Advisors1,192 sh	1,192	$441.0K
BRIA Capital Group1,432 sh	1,432	$433.2K
Graham Capital Management, L.P.1,418 sh	1,418	$428.9K
Oasis Advisors1,386 sh	1,386	$418.0K
Koss-Olinger Consulting1,365 sh	1,365	$412.8K
ADVISORTRUST PARTNERS1,353 sh	1,353	$409.3K
DRW Securities1,383 sh	1,383	$406.9K
WealthShield Partners1,335 sh	1,335	$403.9K
Sterneck Capital Management1,257 sh	1,257	$380.2K
Trivant Custom Portfolio Group1,176 sh	1,176	$355.7K
WealthPLAN Partners1,025 sh	1,025	$310.1K
Centiva Capital1,022 sh	1,022	$309.1K
STONEBRIDGE CAPITAL MANAGEMENT1,000 sh	1,000	$302.5K
Pinnacle West Asset Management1,000 sh	1,000	$302.0K
Headlands Technologies985 sh	985	$297.9K
Scientech Research862 sh	862	$260.7K
Verition Fund Management852 sh	852	$257.7K
Alvarez & Marsal Private Wealth Partners833 sh	833	$252.0K
Sun Group Wealth Partners821 sh	821	$248.4K
PATTON FUND MANAGEMENT809 sh	809	$244.7K
Chris Bulman802 sh	802	$242.8K
Board of the Pension Protection Fund800 sh	800	$242.0K
NORTHEAST INVESTMENT MANAGEMENT798 sh	798	$241.4K
DLK Investment Management794 sh	794	$240.2K
Main Street Research773 sh	773	$233.8K
Financial Concepts Unlimited762 sh	762	$230.5K
CLEAR WAVE WEALTH MANAGEMENT730 sh	730	$220.8K
READYSTATE ASSET MANAGEMENT721 sh	721	$218.1K
Purewater Capital716 sh	716	$216.7K
Mendel Money Management715 sh	715	$216.3K
Coppell Advisory Solutions724 sh	724	$215.4K
One River Asset Management710 sh	710	$214.8K
NEW WAVE WEALTH ADVISORS668 sh	668	$202.1K
Wealth Preservation Advisors537 sh	537	$162.5K
COHEN & STEERS500 sh	500	$151.0K
Financial Freedom440 sh	440	$133.1K
True Link Financial Advisors422 sh	422	$127.6K
WHI357 sh	357	$108.1K
GKV Capital Management350 sh	350	$94.2K
Destiny Wealth Partners306 sh	306	$92.6K
Global Wealth Strategies & Associates286 sh	286	$86.5K

And 17 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.