13FBOX
AMERICAN EXPRESS CO · 13F Institutional Holdings
Options Calculator Rankings

AMERICAN EXPRESS CO

AXP
Institutions
3012
Combined AUM (Q2 2026)
$200.39B
Combined Shares (Q2 2026)
592.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+25.3M
1455 · 272 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-27.3M
1203 · 151 Exit · ≈
⚖️ Net
-2.0M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$200.39B
Institutions
3012
New Buys
272
Adds
1183
Reduces
1052
Exits
151
Unchanged
505
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BERKSHIRE HATHAWAY INC
17.14%17.43%#1$51.28B151.6M$45.86B151.6M00.00%Unchanged
BlackRock, Inc.
0.21%0.22%#1073$14.21B42.0M$12.68B41.9M+96,083+0.23%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.25%0.25%#919$11.91B35.2M$9.98B33.0M+2.2M+6.68%Add
STATE STREET CORP
0.29%0.31%#807$9.84B29.1M$8.84B29.2M-131,918-0.45%Reduce
JPMORGAN CHASE & CO
0.38%0.39%#657$6.97B20.5M$6.07B20.4M+51,618+0.25%Add
GEODE CAPITAL MANAGEMENT, LLC
0.25%0.27%#929$4.73B14.0M$4.27B14.2M-146,925-1.04%Reduce
MORGAN STANLEY
0.23%0.27%#980$4.44B13.1M$4.40B13.2M-111,302-0.84%Reduce
Fisher Asset Management, LLC
0.95%0.95%#303$3.19B9.4M$2.80B9.3M+176,298+1.91%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.13%0.13%#1456$2.96B8.7M$2.41B8.0M+786,964+9.90%Add
NORGES BANK
0.27%0.22%#874$2.70B8.0M$1.59B5.9M+2.1M+34.76%Add
BANK OF AMERICA CORP /DE/
0.17%0.16%#1232$2.70B8.0M$2.22B7.4M+614,981+8.36%Add
PRICE T ROWE ASSOCIATES INC /MD/
0.23%0.24%#981$2.37B7.0M$2.12B7.0M+13,100+0.19%Add
NORTHERN TRUST CORP
0.24%0.25%#955$2.10B6.2M$1.90B6.3M-94,004-1.49%Reduce
FMR LLC
0.09%0.15%#1811$2.03B6.0M$2.80B9.3M-3.3M-35.16%Reduce
WELLS FARGO & COMPANY/MN
0.33%0.33%#743$2.02B6.0M$1.72B5.7M+274,727+4.83%Add
GOLDMAN SACHS GROUP INC
0.16%0.19%#1301$1.84B5.4M$1.65B5.5M-16,824-0.31%Reduce
Nuveen, LLC
0.42%0.46%#620$1.76B5.2M$1.69B5.6M-400,979-7.17%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.31%0.33%#772$1.71B5.1M$1.59B5.2M-193,996-3.70%Reduce
Corient Private Wealth LLC
1.21%0.37%#226$1.61B4.8M$255.5M805,710+4.0M+492.39%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.5%0.52%#521$1.54B4.5M$1.56B5.1M-599,751-11.83%Reduce
Artisan Partners Limited Partnership
2.42%2.23%#84$1.53B4.5M$1.39B4.6M-72,839-1.59%Reduce
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
1.13%1.18%#249$1.48B4.4M$1.33B4.4M-29,634-0.67%Reduce
UBS Group AG
0.18%0.22%#1204$1.40B4.1M$1.47B4.9M-715,656-14.73%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.18%0.18%#1222$1.32B3.9M$1.17B3.9M+16,958+0.44%Add
Bank of New York Mellon Corp
0.21%0.21%#1079$1.26B3.7M$1.17B3.9M-116,966-3.04%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.09%0.12%#1789$1.15B3.4M$1.08B3.6M-159,271-4.46%Reduce
Legal & General Group Plc
0.24%0.26%#975$1.14B3.4M$1.11B3.7M-311,628-8.48%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.19%0.24%#1165$1.09B3.2M$1.27B4.2M-967,573-23.11%Reduce
JANE STREET GROUP, LLC
0.09%0.07%#1808$1.07B3.1M$556.1M1.8M+1.3M+71.28%Add
VANGUARD FIDUCIARY TRUST CO
0.22%0.23%#1017$1.02B3.0M$906.5M3.0M+22,689+0.76%Add
DIMENSIONAL FUND ADVISORS LP
0.17%0.17%#1223$965.3M2.9M$820.0M2.7M+142,095+5.24%Add
Invesco Ltd.
0.08%0.15%#1955$963.1M2.8M$1.00B3.3M-473,036-14.25%Reduce
Rothschild & Co Wealth Management UK Ltd
13.86%13.17%#3$960.0M2.8M$860.3M2.8M-5,938-0.21%Reduce
DEUTSCHE BANK AG\
0.27%0.27%#873$927.9M2.7M$817.7M2.7M+40,056+1.48%Add
BARCLAYS PLC
0.17%0.17%#1244$903.1M2.7M$711.3M2.4M+318,256+13.53%Add
NORDEA INVESTMENT MANAGEMENT AB
0.73%0.71%#389$890.0M2.6M$759.1M2.5M+66,057+2.60%Add
Capital Wealth Planning, LLC
4.07%4.39%#41$814.3M2.4M$795.5M2.6M-222,538-8.46%Reduce
AMERIPRISE FINANCIAL INC
0.16%0.23%#1278$810.0M2.4M$977.0M3.2M-819,663-25.50%Reduce
Jupiter Topco LLC
0.33%#739$806.0M2.4M$00+2.4MNew Buy
Amundi
0.19%0.21%#1140$796.7M2.4M$753.7M2.5M-136,512-5.48%Reduce
Boston Partners
0.7%0.65%#400$784.6M2.3M$621.7M2.1M+256,194+12.46%Add
Capital World Investors
0.08%0.12%#1862$708.4M2.1M$858.8M2.8M-745,035-26.24%Reduce
ROYAL BANK OF CANADA
0.1%0.09%#1694$680.1M2.0M$526.5M1.7M+269,914+15.51%Add
CITADEL ADVISORS LLC
0.07%0.1%#2005$623.7M1.8M$648.4M2.1M-299,662-13.98%Reduce
SCHRODER INVESTMENT MANAGEMENT GROUP
0.43%0.39%#613$601.7M1.8M$473.6M1.6M+213,292+13.62%Add
D. E. Shaw & Co., Inc.
0.28%0.37%#838$592.6M1.8M$607.2M2.0M-255,235-12.72%Reduce
Mitsubishi UFJ Asset Management Co., Ltd.
0.32%0.34%#753$579.1M1.7M$502.8M1.7M+49,763+2.99%Add
BNP PARIBAS FINANCIAL MARKETS
0.28%0.28%#852$579.0M1.3M$570.9M1.4M-76,157-5.60%Reduce
First Eagle Investment Management, LLC
0.95%0.85%#304$568.3M1.7M$502.9M1.7M+17,519+1.05%Add
HSBC HOLDINGS PLC
0.23%0.26%#1006$544.4M1.6M$505.1M1.7M-58,435-3.50%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow