DOSSIER · 13F Holders · Q1 2026Financial Services · Credit ServicesMega-capCrowded
AXP

AMERICAN EXPRESS CO

3,023 institutions still hold AMERICAN EXPRESS CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025816109·Credit Services·3,023 13F holders·last filed Mar 31, 2026
Market cap
$210.0B
6.9%
vs prior quarter
13F value held
$116.1B
66.0% inst. owned
of float
Holders
3,023
+124 QoQ
filers reporting
Activity
+8 / −79
+892 added · −734 reduced
this quarter
Concentration
39.49%
BERKSHIRE HATHAWAY INC #1
top holder share
AI Holders Summary · Q1 2026

American Express sits at an institutional crossroads: its premium-card economics have delivered best-in-class credit-box and loan-growth metrics within the financial-services sector, yet the stock's presence in large hedge-fund portfolios is thinner than its scale would suggest. With 3,100+ institutional holders and roughly $145B in reported value, AmEx is held by the full roster of U.S. bank and asset-management platforms, but the top holders lean toward passive vehicles and diversified financial-services mandates rather than dedicated financia l stock pickers. The central analytical tension is spending-power normalization: AmEx's loan book and billings growth depend on continued consumer affordability, and any deterioration in the consumer credit cycle hits AmEx's charge-off rate in a way that Visa and Mastercard — pure network operators with no credit exposure — do not experience.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BERKSHIRE HATHAWAY INC
CIK 0001067983
$45.9B151.6M17.43%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$12.7B41.9M0.22%Q1 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$10.0B33.0M0.25%Q1 2026
04
STATE STREET CORP
CIK 0000093751
$8.8B29.2M0.31%Q1 2026
05
JPMORGAN CHASE & CO
CIK 0000019617
$6.1B20.4M0.39%Q1 2026
06
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$4.3B14.2M0.27%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$3.9B12.8M0.23%Q1 2026
08
FMR LLC
CIK 0000315066
$2.8B9.3M0.15%Q1 2026
09
Fisher Asset Management, LLC
CIK 0000850529
$2.8B9.3M0.95%Q1 2026
10
Vanguard Portfolio Management
CIK 0002100121· Index
$2.4B8.0M0.13%Q1 2026
11
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.2B7.4M0.16%Q1 2026
12
NORTHERN TRUST CORP
CIK 0000073124· Index
$1.9B6.3M0.25%Q1 2026
13
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1.7B5.7M0.32%Q1 2026
14
Nuveen, LLC
CIK 0001871926
$1.7B5.6M0.46%Q1 2026
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.7B5.5M0.19%Q1 2026
16
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$1.6B5.2M0.33%Q1 2026
17
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$1.6B5.1M0.52%Q1 2026
18
UBS Group AG
CIK 0001610520
$1.5B4.9M0.22%Q1 2026
19
Artisan Partners Limited Partnership
CIK 0001466153
$1.4B4.6M2.23%Q1 2026
20
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CIK 0001694217
$1.3B4.4M1.18%Q1 2026
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