Home › Stocks › AXP

AXP — AMERICAN EXPRESS CO

Reported value held$122.87B
Funds holding (latest)57
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)53
Institutional value$105.10B · 317.71M sh
New / Add / Cut / Exit2 / 20 / 22 / 1
Top-5 / Top-10 concentration73.6% / 83.8%
Institutional holdings change Reducing -1.0% (-3.12M sh)
Institutional value change Up +10.7%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 57 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

Download holders (CSV)