Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in AXP held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | 151.6M | $51.28B | 0.0% | 22.451% | 17.14% |
| 2 | BlackRock, Inc. | 42.0M | $14.21B | +0.2% | 6.220% | 0.21% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 35.2M | $11.91B | +6.7% | 5.215% | 0.25% |
| 4 | STATE STREET CORP | 29.1M | $9.84B | -0.4% | 4.308% | 0.15% |
| 5 | JPMORGAN CHASE & CO | 20.5M | $6.97B | +0.3% | 3.030% | 0.39% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 14.0M | $4.73B | -1.0% | 2.076% | 0.25% |
| 7 | MORGAN STANLEY | 13.1M | $4.44B | +2.4% | 1.943% | 0.23% |
| 8 | Fisher Asset Management, LLC | 9.4M | $3.19B | +1.9% | 1.396% | 0.95% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7M | $2.96B | +9.9% | 1.294% | 0.13% |
| 10 | NORGES BANK | 8.0M | $2.70B | — | 1.183% | 0.27% |
| 11 | BANK OF AMERICA CORP /DE/ | 8.0M | $2.70B | +8.4% | 1.180% | 0.17% |
| 12 | NORTHERN TRUST CORP | 6.2M | $2.10B | -1.5% | 0.918% | 0.24% |
| 13 | FMR LLC | 6.0M | $2.03B | -35.2% | 0.890% | 0.09% |
| 14 | WELLS FARGO & COMPANY/MN | 6.0M | $2.02B | +4.8% | 0.884% | 0.33% |
| 15 | GOLDMAN SACHS GROUP INC | 5.4M | $1.84B | -0.3% | 0.805% | 0.16% |
| 16 | Nuveen, LLC | 5.2M | $1.76B | -7.2% | 0.768% | 0.42% |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 5.1M | $1.71B | -3.7% | 0.748% | 0.31% |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.5M | $1.54B | -11.8% | 0.662% | 0.49% |
| 19 | Artisan Partners Limited Partnership | 4.5M | $1.53B | -1.6% | 0.670% | 2.42% |
| 20 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 4.4M | $1.48B | -0.7% | 0.648% | 1.13% |
| 21 | UBS Group AG | 4.1M | $1.40B | -14.7% | 0.613% | 0.18% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.9M | $1.32B | +0.4% | 0.576% | 0.18% |
| 23 | PeakShares LLC | 4K | $1.26B | +7.3% | 0.001% | 0.94% |
| 24 | Bank of New York Mellon Corp | 3.7M | $1.26B | -3.0% | 0.553% | 0.21% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.4M | $1.15B | -4.5% | 0.505% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AXP — a direct measure of their conviction.
Filings activity in AXP during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new AXP position in Q2 2026
Institutions that fully closed their AXP position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,022 | +4.9% | 86.97% | +0.77 pp | $194.91B | +13% |
| Q1 2026 | 2,882 | 3.0% | 86.20% | 0.73 pp | $172.89B | 19% |
| Q4 2025 | 2,971 | +9.8% | 86.93% | +0.67 pp | $213.61B | +11% |
| Q3 2025 | 2,706 | +1.8% | 86.26% | 0.33 pp | $191.70B | +4.0% |
| Q2 2025 | 2,659 | +4.3% | 86.59% | +0.69 pp | $184.33B | +9.4% |
| Q1 2025 | 2,549 | +0.7% | 85.90% | 0.08 pp | $168.48B | 4.0% |
| Q4 2024 | 2,532 | +6.8% | 85.98% | +3.06 pp | $175.52B | +16% |
| Q3 2024 | 2,371 | — | 82.92% | — | $150.96B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AXP stock.
Based on Q2 2026 13F filings, institutional ownership of American Express Company stands at 87.0%, held across 3,022 reporting institutions.
BERKSHIRE HATHAWAY INC is the largest reported institutional holder of AXP, with approximately 151,610,700 shares worth $51.28B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of AXP, including BERKSHIRE HATHAWAY INC, Fisher Asset Management, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for AXP is 80 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
221 institutions opened new positions in AXP during Q2 2026, while 111 fully exited. 2,391 added to existing positions and 312 trimmed.
AXP institutional ownership rose by 0.77 percentage points quarter-over-quarter, with a net change of +140 holders.
The top 10 institutions account for 57.6% of all reported 13F value in AXP, and the top 25 account for 70.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
American Express Company (AXP) Institutional Ownership