American Express Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 02/17/2026 | 151.61 M | $56.09 B | 0.00% | 21.81% |
| VANGUARD GROUP INC | 01/29/2026 | 46.11 M | $17.06 B | 0.20% | 6.71% |
| BLACKROCK, INC. | 02/12/2026 | 42.34 M | $15.66 B | -1.65% | 6.16% |
| STATE STREET CORP | 02/13/2026 | 29.46 M | $10.90 B | 1.27% | 4.29% |
| JPMORGAN CHASE & CO | 02/11/2026 | 21.03 M | $7.78 B | -5.20% | 3.03% |
| MORGAN STANLEY | 02/13/2026 | 13.20 M | $4.88 B | -0.25% | 1.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 12.71 M | $4.69 B | 0.12% | 1.85% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 9.02 M | $3.34 B | 1.60% | 1.30% |
| FMR LLC | 02/17/2026 | 8.41 M | $3.11 B | 3.03% | 1.22% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 7.97 M | $2.95 B | -38.59% | 1.16% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 7.85 M | $2.90 B | 7.22% | 1.14% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 7.52 M | $2.78 B | 46.72% | 1.08% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 7.34 M | $2.72 B | -0.05% | 1.06% |
| NORGES BANK | 02/10/2026 | 6.66 M | $2.46 B | 100.00% | 0.96% |
| NORTHERN TRUST CORP | 02/17/2026 | 6.36 M | $2.35 B | -2.51% | 0.93% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 5.81 M | $2.15 B | -10.58% | 0.84% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 5.38 M | $1.99 B | 7.45% | 0.78% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 02/17/2026 | 5.21 M | $1.93 B | 18.53% | 0.76% |
| NUVEEN, LLC | 02/12/2026 | 5.17 M | $1.91 B | 6.01% | 0.75% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 4.81 M | $1.78 B | 1.76% | 0.70% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 4.70 M | $1.74 B | 8.76% | 0.68% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 02/17/2026 | 4.52 M | $1.67 B | -1.56% | 0.65% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 4.47 M | $1.65 B | 0.34% | 0.64% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 4.03 M | $1.49 B | 1.58% | 0.59% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 3.97 M | $1.47 B | 0.69% | 0.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 3.81 M | $1.41 B | -0.51% | 0.55% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 3.41 M | $1.26 B | -1.99% | 0.49% |
| UBS GROUP AG | 01/29/2026 | 3.21 M | $1.19 B | -16.89% | 0.47% |
| INVESCO LTD. | 02/19/2026 | 3.20 M | $1.18 B | 3.59% | 0.47% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 3.04 M | $1.12 B | -1.92% | 0.44% |
| ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 01/28/2026 | 2.91 M | $1.08 B | 0.52% | 0.42% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.73 M | $1.01 B | -0.20% | 0.40% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 2.49 M | $921.38 M | -22.62% | 0.36% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 2.47 M | $920.71 M | 6.20% | 0.36% |
| CAPITAL WEALTH PLANNING, LLC | 02/11/2026 | 2.15 M | $798.55 M | -0.77% | 0.31% |
| AMUNDI | 02/17/2026 | 2.12 M | $786.11 M | -23.77% | 0.31% |
| BOSTON PARTNERS | 02/13/2026 | 2.08 M | $769.36 M | -4.43% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 2.05 M | $756.77 M | 2.85% | 0.30% |
| ROYAL BANK OF CANADA | 02/17/2026 | 2.02 M | $746.97 M | 24.64% | 0.29% |
| BARCLAYS PLC | 02/13/2026 | 2.00 M | $739.75 M | -28.93% | 0.29% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 2.00 M | $738.96 M | -2.06% | 0.29% |
| HSBC HOLDINGS PLC | 03/20/2026 | 1.89 M | $701.29 M | 15.53% | 0.27% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 1.81 M | $677.04 M | 8.77% | 0.26% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 1.64 M | $606.66 M | -4.82% | 0.24% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 1.53 M | $568.69 M | 1.57% | 0.22% |
| SWISS NATIONAL BANK | 02/12/2026 | 1.53 M | $564.37 M | -5.57% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 1.52 M | $563.40 M | -4.74% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.34 M | $495.14 M | 20.63% | 0.19% |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 02/17/2026 | 1.30 M | $482.66 M | -5.40% | 0.19% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 1.28 M | $473.53 M | -3.22% | 0.19% |
American Express Co. institutional Ownership - FAQ's
During the previous two years, 4004 institutional investors and hedge funds held shares of American Express Co.. The most heavily invested institutionals were:
Fisher Asset Management, LLC: 9.25 M
Nuveen, LLC: 5.59 M
UBS Group AG: 4.57 M
Bank of New York Mellon Corp: 3.85 M
SG Americas Securities, LLC: 1.97 M
HSBC HOLDINGS PLC: 1.67 M
84.28% of American Express Co. stock is owned by institutional investors.
Institutional investors have bought a total of 775.56 M shares in the last 24 months. This purchase volume represents approximately $237.00 B in transactions.