AXP Institutional Ownership & Shareholders
AMERICAN EXPRESS CO (AXP) is currently held by 2,920 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $192.56B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Berkshire Hathaway is currently the largest disclosed institutional shareholder of AXP tracked by InsiderSet, reporting ownership valued at approximately $51.28B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $48.38B, representing an estimated loss of -5.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed AXP value among the investors covered in this analysis. Major shareholders include Berkshire Hathaway, Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in AMERICAN EXPRESS CO (AXP).
This page ranks the largest institutional AXP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,920
Total Reported Value
$192.56B
Largest Holder
Berkshire Hathaway
Largest Position
$51.28B
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | Warren Buffett | 17.14% | 151,610,700 | $51,282,319,275 | $48,380,490,477 | -$2,901,828,798 | -5.66% |
| Blackrock, Inc. | 0.21% | 42,006,392 | $14,208,662,146 | $13,404,659,751 | -$804,002,395 | -5.66% | |
| Vanguard Capital Management Llc | 0.25% | 35,215,521 | $11,911,649,978 | $11,237,624,906 | -$674,025,072 | -5.66% | |
| State Street Corp | 0.29% | 29,095,803 | $9,841,655,365 | $9,284,761,695 | -$556,893,670 | -5.66% | |
| Jpmorgan Chase & Co | 0.41% | 20,459,941 | $6,974,385,021 | $6,528,971,773 | -$445,413,248 | -6.39% | |
| Geode Capital Management, Llc | 0.25% | 14,019,549 | $4,725,550,400 | $4,473,778,281 | -$251,772,119 | -5.33% | |
| Morgan Stanley | 0.23% | 13,121,109 | $4,438,215,604 | $4,187,077,093 | -$251,138,511 | -5.66% | |
| Fisher Asset Management, Llc | 0.95% | 9,426,671 | $3,188,571,717 | $3,008,144,983 | -$180,426,734 | -5.66% | |
| Vanguard Portfolio Management Llc | 0.13% | 8,739,519 | $2,956,142,302 | $2,788,867,908 | -$167,274,394 | -5.66% | |
| Norges Bank | 0.27% | 7,985,867 | $2,701,219,513 | $2,548,370,018 | -$152,849,495 | -5.66% | |
| Bank Of America Corp | 0.17% | 7,969,555 | $2,695,701,966 | $2,543,164,696 | -$152,537,270 | -5.66% | |
| Price T Rowe Associates Inc | 0.24% | 7,005,840 | $2,369,726,000 | $2,235,633,602 | -$134,092,398 | -5.66% | |
| Northern Trust Corp | 0.24% | 6,198,664 | $2,096,698,098 | $1,978,055,669 | -$118,642,429 | -5.66% | |
| Fmr Llc | 0.09% | 6,007,554 | $2,032,055,266 | $1,917,070,557 | -$114,984,709 | -5.66% | |
| Wells Fargo & Company/Mn | 0.35% | 5,963,599 | $2,017,187,371 | $1,903,044,077 | -$114,143,294 | -5.66% | |
| Nuveen, Llc | 0.42% | 5,189,802 | $1,755,450,362 | $1,656,117,716 | -$99,332,646 | -5.66% | |
| Goldman Sachs Group Inc | 0.18% | 5,120,864 | $1,732,132,417 | $1,634,118,911 | -$98,013,506 | -5.66% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.33% | 5,247,405 | $1,587,235,066 | $1,674,499,410 | +$87,264,344 | +5.50% | |
| Massachusetts Financial Services Co | 0.49% | 4,467,904 | $1,535,128,955 | $1,425,752,845 | -$109,376,110 | -7.12% | |
| Artisan Partners Limited Partnership | 2.49% | 4,521,044 | $1,529,243,133 | $1,442,710,351 | -$86,532,782 | -5.66% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 1.16% | 4,373,205 | $1,479,236,539 | $1,395,533,448 | -$83,703,091 | -5.66% | |
| Ubs Group Ag | 0.22% | 4,082,851 | $1,381,024,352 | $1,302,878,583 | -$78,145,769 | -5.66% | |
| Charles Schwab Investment Management Inc | 0.18% | 3,888,106 | $1,315,155,092 | $1,240,733,506 | -$74,421,586 | -5.66% | |
| Peakshares Llc | 0.94% | 3,738 | $1,264,379,000 | $1,192,833 | -$1,263,186,167 | -99.91% | |
| Bank Of New York Mellon Corp | 0.21% | 3,736,251 | $1,263,786,758 | $1,192,275,057 | -$71,511,701 | -5.66% | |
| Legal & General Group Plc | 0.24% | 3,364,536 | $1,138,054,309 | $1,073,657,083 | -$64,397,226 | -5.66% | |
| Wellington Management Group Llp | 0.19% | 3,219,942 | $1,089,145,382 | $1,027,515,692 | -$61,629,690 | -5.66% | |
| Vanguard Fiduciary Trust Co | 0.22% | 3,019,440 | $1,021,325,580 | $963,533,498 | -$57,792,082 | -5.66% | |
| Dimensional Fund Advisors Lp | 0.17% | 2,853,697 | $965,345,974 | $910,643,250 | -$54,702,724 | -5.67% | |
| Invesco Ltd. | 0.08% | 2,847,449 | $963,149,602 | $908,649,450 | -$54,500,152 | -5.66% | |
| Deutsche Bank Ag\ | 0.27% | 2,743,385 | $927,949,978 | $875,441,587 | -$52,508,391 | -5.66% | |
| Nordea Investment Management Ab | 0.73% | 2,610,019 | $889,990,379 | $832,883,163 | -$57,107,216 | -6.42% | |
| Barclays Plc | 0.27% | 2,539,954 | $859,139,442 | $810,524,721 | -$48,614,721 | -5.66% | |
| Rothschild & Co Wealth Management Uk Ltd | 11.96% | 2,818,668 | $857,156,939 | $899,465,145 | +$42,308,206 | +4.94% | |
| Capital Wealth Planning, Llc | 4.07% | 2,407,310 | $814,272,508 | $768,196,694 | -$46,075,814 | -5.66% | |
| Ameriprise Financial Inc | 0.16% | 2,394,292 | $810,031,799 | $764,042,520 | -$45,989,279 | -5.68% | |
| Boston Partners | 0.70% | 2,312,355 | $784,577,215 | $737,895,604 | -$46,681,611 | -5.95% | |
| Capital World Investors | 0.08% | 2,094,222 | $708,370,592 | $668,287,182 | -$40,083,410 | -5.66% | |
| Janus Henderson Group Plc | 0.35% | 2,314,909 | $700,233,661 | $738,710,611 | +$38,476,950 | +5.49% | |
| Royal Bank Of Canada | 0.11% | 1,850,570 | $625,954,000 | $590,535,393 | -$35,418,607 | -5.66% | |
| Schroder Investment Management Group | 0.43% | 1,778,857 | $601,698,381 | $567,651,057 | -$34,047,324 | -5.66% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.32% | 1,712,074 | $579,109,031 | $546,339,934 | -$32,769,097 | -5.66% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.94% | 1,680,147 | $568,309,886 | $536,151,709 | -$32,158,177 | -5.66% |
| D. E. Shaw & Co., Inc. | 0.33% | 1,580,103 | $534,469,840 | $504,226,668 | -$30,243,172 | -5.66% | |
| Hsbc Holdings Plc | 0.25% | 1,568,240 | $530,375,092 | $500,441,066 | -$29,934,026 | -5.64% | |
| Swiss National Bank | 0.26% | 1,499,019 | $507,043,177 | $478,351,953 | -$28,691,224 | -5.66% | |
| First Trust Advisors Lp | 0.29% | 1,438,146 | $486,452,856 | $458,926,770 | -$27,526,086 | -5.66% | |
| Marshall Wace, Llp | 0.41% | 1,429,163 | $483,414,392 | $456,060,205 | -$27,354,187 | -5.66% | |
| Bnp Paribas Asset Management Holding S.A. | 0.46% | 1,355,156 | $458,390,107 | $432,443,831 | -$25,946,276 | -5.66% | |
| Bnp Paribas Financial Markets | 0.23% | 1,279,532 | $432,801,699 | $408,311,457 | -$24,490,242 | -5.66% |
Frequently asked questions about AXP
-
Who are the largest institutional holders of AXP?
The largest institutional holders of AXP reported in the latest SEC Form 13F filings include Berkshire Hathaway , Blackrock, Inc. , Vanguard Capital Management Llc , State Street Corp , and Jpmorgan Chase & Co . InsiderSet ranks institutional holders by their latest reported AXP position.
-
What is AXP institutional ownership?
This page tracks AXP positions reported by institutional investment managers through SEC Form 13F. AMERICAN EXPRESS CO (AXP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
-
How many institutions own AXP?
InsiderSet currently tracks 2,920 institutional managers reporting AXP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AXP shareholders.
-
How much AXP stock do institutions own?
Institutional investment managers disclosed approximately $192.56B in AXP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
-
When was AXP institutional ownership last updated?
The latest AXP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
-
Are institutional AXP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AXP position after the reporting date.
-
Are institutions buying or selling AXP?
Institutional buying and selling can be analyzed by comparing AXP positions across consecutive 13F reporting periods. InsiderSet's AXP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AXP ownership changes.
-
How has AXP institutional ownership changed over time?
InsiderSet tracks AXP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.