American Express — Institutional Ownership

Which tracked institutions hold AXP, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

90
Funds holding
$106144524948
Total value held
Buying
57 added/new · 24 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Berkshire Hathaway Inc $51282319275 151610700 Held
2 Blackrock, Inc. $14208662146 42006392 +96083 +0.23%
3 State Street Corp $9841655365 29095803 -131918 -0.45%
4 Jpmorgan Chase & Co $7004961957 20549641 +14818 +0.07%
5 Morgan Stanley $4438215604 13121109 +312357 +2.44%
6 Bank Of America Corp /De/ $2695701966 7969555 +614981 +8.36%
7 Northern Trust Corp $2096698098 6198664 -94004 -1.49%
8 Wells Fargo & Company/Mn $2018777146 5968299 +274727 +4.83%
9 Goldman Sachs Group Inc $1839932692 5439564 -16824 -0.31%
10 Ubs Group Ag $1401319352 4142851 +4142851 NEW BUY
11 Bank Of New York Mellon Corp $1263786758 3736251 -116966 -3.04%
12 Invesco Ltd. $963149602 2847449 +2847449 NEW BUY
13 Barclays Plc $903111942 2669954 +318256 +13.53%
14 Ameriprise Financial Inc $810031799 2394292 +2394292 NEW BUY
15 Janus Henderson Group Plc $700233661 2314909 +2314909 NEW BUY
16 Royal Bank Of Canada $680074000 2010570 +269914 +15.51%
17 Citigroup Inc $433208175 1280734 +124108 +10.73%
18 Raymond James Financial Inc $366986147 1084956 +24516 +2.31%
19 Bank Of Montreal /Can/ $355731268 1051681 +109200 +11.59%
20 Pnc Financial Services Group, Inc. $340905470 1007851 -8042 -0.79%
21 Principal Financial Group Inc $304735516 900918 +98728 +12.31%
22 Stifel Financial Corp $269309170 796096 +796096 NEW BUY
23 Franklin Resources Inc $264753559 782716 +23879 +3.15%
24 Nomura Holdings Inc $204792110 605446 -55462 -8.39%
25 Us Bancorp \De\ $166517183 492290 +2220 +0.45%
26 Markel Group Inc. $165894715 490450 +490450 NEW BUY
27 Truist Financial Corp $109204798 322852 -1450 -0.45%
28 Fifth Third Bancorp $104035527 307570 -28389 -8.45%
29 Toronto Dominion Bank $96428492 285091 -276232 -49.21%
30 Sei Investments Co $88476666 261572 -9953 -3.67%
31 Prudential Financial Inc $85732507 253459 -5946 -2.29%
32 Bank Of Nova Scotia $71653190 211834 +75784 +55.70%
33 Pinnacle Financial Partners, Inc. $65803241 194539 +6650 +3.54%
34 M&T Bank Corp $54193120 160216 -997 -0.62%
35 Central Securities Corp $47355000 140000 +140000 NEW BUY
36 Cullen/Frost Bankers, Inc. $46356853 137049 +137049 NEW BUY
37 Federated Hermes, Inc. $43615648 128945 +128945 NEW BUY
38 Regions Financial Corp $42680048 126179 +606 +0.48%
39 Sumitomo Mitsui Financial Group, Inc. $32650934 96529 +611 +0.64%
40 Atlantic Union Bankshares Corp $28953607 85598 +9501 +12.49%
41 Banco Bilbao Vizcaya Argentaria, S.A. $28619756 84722 -17376 -17.02%
42 Hancock Whitney Corp $25196920 74492 +5197 +7.50%
43 Jefferies Financial Group Inc. $24210583 71576 +71576 NEW BUY
44 Citizens Financial Group Inc/Ri $22258899 65806 -842 -1.26%
45 Loews Corp $15221250 45000 +45000 NEW BUY
46 Univest Financial Corp $13742876 40629 -1091 -2.62%
47 Equitable Holdings, Inc. $10501181 31046 -3687 -10.62%
48 Allstate Corp $8306744 24558 -17846 -42.09%
49 Southstate Bank Corp $5405573 15981 +15981 NEW BUY
50 Park National Corp /Oh/ $4965848 14681 -90 -0.61%
51 Bank Ozk $4032277 11921 +1163 +10.81%
52 Banco Santander, S.A. $3999468 11824 +11824 NEW BUY
53 Trustco Bank Corp N Y $3137273 9275 +150 +1.64%
54 Peoples Financial Services Corp. $3078734 9102 -87 -0.95%
55 Old National Bancorp /In/ $2892714 8552 -3175 -27.07%
56 Associated Banc-Corp $2640717 7807 +2171 +38.52%
57 Ally Financial Inc. $2367750 7000 +7000 NEW BUY
58 Hennessy Advisors Inc $2227038 6584 +6584 NEW BUY
59 First Horizon Corp $2136725 6317 +6317 NEW BUY
60 Nicolet Bankshares Inc $1966099 5695 +325 +6.05%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.