American Express Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 08/14/2026 | 151.61 M | $51.28 B | 0.00% | 22.36% |
| BLACKROCK, INC. | 08/07/2026 | 42.01 M | $14.21 B | 0.23% | 6.20% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 35.22 M | $11.91 B | 6.68% | 5.19% |
| STATE STREET CORP | 09/22/2026 | 29.10 M | $9.84 B | -0.45% | 4.24% |
| JPMORGAN CHASE & CO | 08/12/2026 | 20.46 M | $6.97 B | 0.25% | 3.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 14.02 M | $4.73 B | -1.04% | 2.07% |
| MORGAN STANLEY | 08/13/2026 | 13.12 M | $4.44 B | 2.44% | 1.94% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 9.43 M | $3.19 B | 1.91% | 1.39% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 8.74 M | $2.96 B | 9.90% | 1.29% |
| NORGES BANK | 08/12/2026 | 7.99 M | $2.70 B | 100.00% | 1.18% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 7.97 M | $2.70 B | 8.36% | 1.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 7.01 M | $2.37 B | 0.19% | 1.03% |
| NORTHERN TRUST CORP | 08/13/2026 | 6.20 M | $2.10 B | -1.49% | 0.91% |
| FMR LLC | 08/13/2026 | 6.01 M | $2.03 B | -35.16% | 0.89% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 5.96 M | $2.02 B | 4.80% | 0.88% |
| NUVEEN, LLC | 08/11/2026 | 5.19 M | $1.76 B | -7.17% | 0.77% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 5.12 M | $1.73 B | 3.02% | 0.76% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 08/13/2026 | 5.05 M | $1.71 B | -3.70% | 0.75% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/13/2026 | 4.52 M | $1.53 B | -1.59% | 0.67% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 4.47 M | $1.54 B | -11.83% | 0.66% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2026 | 4.37 M | $1.48 B | -0.67% | 0.65% |
| UBS GROUP AG | 08/13/2026 | 4.08 M | $1.38 B | -10.59% | 0.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 3.89 M | $1.32 B | 0.44% | 0.57% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 3.89 M | $1.32 B | 100.00% | 0.57% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 3.74 M | $1.26 B | -3.04% | 0.55% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 3.36 M | $1.14 B | -8.48% | 0.50% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 3.22 M | $1.09 B | -23.06% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 3.02 M | $1.02 B | 0.76% | 0.45% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.85 M | $965.35 M | 5.24% | 0.42% |
| INVESCO LTD. | 08/14/2026 | 2.85 M | $963.15 M | -14.25% | 0.42% |
| ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 07/28/2026 | 2.84 M | $960.03 M | -0.21% | 0.42% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 2.74 M | $927.95 M | 1.48% | 0.40% |
| NORDEA INVESTMENT MANAGEMENT AB | 08/05/2026 | 2.61 M | $889.99 M | 2.60% | 0.39% |
| BARCLAYS PLC | 08/14/2026 | 2.54 M | $859.14 M | 9.40% | 0.37% |
| CAPITAL WEALTH PLANNING, LLC | 08/14/2026 | 2.41 M | $814.27 M | -8.46% | 0.36% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 2.39 M | $810.03 M | -25.50% | 0.35% |
| JUPITER TOPCO LLC | 08/14/2026 | 2.38 M | $805.97 M | 100.00% | 0.35% |
| AMUNDI | 08/11/2026 | 2.36 M | $796.66 M | -5.48% | 0.35% |
| BOSTON PARTNERS | 08/04/2026 | 2.31 M | $784.58 M | 12.46% | 0.34% |
| CAPITAL WORLD INVESTORS | 08/12/2026 | 2.09 M | $708.37 M | -26.24% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 1.88 M | $635.47 M | 4.93% | 0.28% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.85 M | $625.95 M | 6.31% | 0.27% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 1.78 M | $601.70 M | 13.62% | 0.26% |
| MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 1.71 M | $579.11 M | 2.99% | 0.25% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 1.68 M | $568.31 M | 1.05% | 0.25% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.58 M | $534.47 M | -20.29% | 0.23% |
| HSBC HOLDINGS PLC | 08/14/2026 | 1.57 M | $530.38 M | -5.99% | 0.23% |
| SWISS NATIONAL BANK | 08/11/2026 | 1.50 M | $507.04 M | -7.31% | 0.22% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.44 M | $486.45 M | 1.19% | 0.21% |
| MARSHALL WACE, LLP | 08/13/2026 | 1.43 M | $483.41 M | 1,033.87% | 0.21% |
American Express Co. institutional Ownership - FAQ's
During the previous two years, 4257 institutional investors and hedge funds held shares of American Express Co.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 2.99 M
Rothschild & Co Wealth Management UK Ltd: 2.82 M
Sumitomo Mitsui Trust Group, Inc.: 1.36 M
Pictet Asset Management Holding SA: 1.25 M
PRINCIPAL FINANCIAL GROUP INC: 996,356
Sustainable Growth Advisers, LP: 942,591
84.70% of American Express Co. stock is owned by institutional investors.
Institutional investors have bought a total of 808.04 M shares in the last 24 months. This purchase volume represents approximately $246.93 B in transactions.