Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
2,824 institutional managers reported holding AXP for the quarter ended Mar 31, 2026. Together they hold about 81% of shares outstanding; the top 10 hold 48%. 176 opened new positions; 343 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Berkshire Hathaway (focused) | 151.61M | 22.10% | $45.87B | unchanged | ≤2013 |
| Vanguard Group | 46.44M | 6.77% | $14.05B | added +0.5% | ≤2013 |
| BlackRock | 41.91M | 6.11% | $12.68B | trimmed -1% | ≤2013 |
| State Street | 29.23M | 4.26% | $8.84B | trimmed -0.8% | ≤2013 |
| Geode Capital | 14.17M | 2.06% | $4.29B | added +11.5% | ≤2013 |
| Morgan Stanley | 12.81M | 1.87% | $3.88B | trimmed -3% | ≤2013 |
| UBS | 9.81M | 1.43% | $2.97B | added +22.4% | ≤2013 |
| FMR (Fidelity) | 9.26M | 1.35% | $2.80B | added +10.2% | ≤2013 |
| Fisher Investments | 9.25M | 1.35% | $2.80B | added +2.5% | ≤2013 |
| Bank OF America CORP /DE/ | 7.35M | 1.07% | $2.23B | trimmed -6.3% | ≤2013 |
| T. Rowe Price | 6.99M | 1.02% | $2.12B | trimmed -4.7% | ≤2013 |
| Northern Trust | 6.29M | 0.92% | $1.90B | trimmed -1.1% | ≤2013 |
| Wells Fargo & COMPANY/MN | 5.69M | 0.83% | $1.72B | added +5.8% | ≤2013 |
| Nuveen | 5.59M | 0.81% | $1.69B | added +8.1% | ≤2013 |
| MFS Investment Management | 5.07M | 0.74% | $1.53B | trimmed -12.7% | ≤2013 |
| Goldman Sachs | 4.97M | 0.72% | $1.50B | added +6% | ≤2013 |
| Artisan Partners | 4.59M | 0.67% | $1.39B | added +1.7% | ≤2013 |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4.40M | 0.64% | $1.33B | trimmed -15.4% | 2016 Q4 |
| Wellington Management | 4.18M | 0.61% | $1.27B | trimmed -47.5% | ≤2013 |
| Charles Schwab Investment Management | 3.87M | 0.56% | $1.17B | added +1.6% | ≤2013 |
| BNY Mellon | 3.85M | 0.56% | $1.17B | trimmed -3% | ≤2013 |
| Legal & General Group PLC | 3.68M | 0.54% | $1.11B | added +7.7% | ≤2013 |
| Invesco | 3.32M | 0.48% | $1.00B | added +3.9% | ≤2013 |
| Ameriprise Financial INC | 3.21M | 0.47% | $972.3M | trimmed -20.3% | ≤2013 |
| Capital Research Global Investors | 3.17M | 0.46% | $959.2M | trimmed -29% | 2024 Q2 |
| Rothschild & CO Wealth Management UK LTD (focused) | 2.84M | 0.41% | $860.5M | trimmed -2.2% | 2014 Q1 |
| Capital Group (American Funds) | 2.84M | 0.41% | $859.0M | trimmed -62.2% | 2024 Q2 |
| Dimensional Fund Advisors | 2.71M | 0.40% | $820.4M | trimmed -0.7% | ≤2013 |
| Deutsche Bank AG\ | 2.70M | 0.39% | $817.9M | trimmed -11% | ≤2013 |
| Capital Wealth Planning, LLC | 2.63M | 0.38% | $795.6M | added +22.2% | 2018 Q1 |
| BNP Paribas Financial Markets | 2.61M | 0.38% | $788.3M | added +10.4% | ≤2013 |
| Nordea Investment Management AB | 2.54M | 0.37% | $769.7M | added +2.8% | ≤2013 |
| Amundi | 2.49M | 0.36% | $753.9M | added +17.3% | ≤2013 |
| Barclays PLC | 2.32M | 0.34% | $702.4M | added +16.1% | ≤2013 |
| Janus Henderson | 2.31M | 0.34% | $700.4M | trimmed -7.1% | ≤2013 |
| Boston Partners | 2.06M | 0.30% | $622.1M | trimmed -1.3% | 2023 Q3 |
| D. E. Shaw | 1.98M | 0.29% | $599.7M | added +4253.2% | ≤2013 |
| SG Americas Securities, LLC | 1.97M | 0.29% | $594.7M | added +64.5% | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 1.91M | 0.28% | $578.8M | added +8.6% | ≤2013 |
| Royal Bank OF Canada | 1.74M | 0.25% | $526.6M | trimmed -13.8% | ≤2013 |
| TD Asset Management INC | 1.70M | 0.25% | $513.7M | trimmed -15% | ≤2013 |
| Hsbc Holdings PLC | 1.67M | 0.24% | $504.7M | trimmed -11.9% | ≤2013 |
| First Eagle Investment Management | 1.66M | 0.24% | $503.0M | added +1.4% | ≤2013 |
| Swiss National Bank | 1.62M | 0.24% | $489.3M | added +6% | 2023 Q2 |
| Schroder Investment Management Group | 1.57M | 0.23% | $473.6M | trimmed -13.7% | ≤2013 |
| Pictet Asset Management Holding SA | 1.45M | 0.21% | $439.2M | added +73.8% | ≤2013 |
| Sumitomo Mitsui Trust Group, INC. | 1.45M | 0.21% | $438.7M | trimmed -4.8% | ≤2013 |
| First Trust Advisors LP | 1.42M | 0.21% | $430.0M | added +11% | ≤2013 |
| CalPERS | 1.27M | 0.19% | $385.3M | added +30.6% | ≤2013 |
| Healthcare OF Ontario Pension Plan Trust Fund | 1.24M | 0.18% | $374.1M | added +350% | 2020 Q4 |
Largest 50 of 2,824 shown; the full ranked, searchable register is at boothcheck.com/holders/AXP. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.