Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

AMERICAN EXPRESS CO · COM · quarter ended 2026-03-31 · 41 members disclosed AXP ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,423 holders are listed, largest first: 2,423
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $165B
holders whose share count rose or who opened the position (new + add), by shares: 1,044
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 322

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of AXP ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BERKSHIRE HATHAWAY INC	$45.9B	151,610,700	0	NO CHANGE
2	BlackRock, Inc.	$12.7B	41,910,309	−432,527	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$10.0B	33,010,215	—	NO PRIOR
4	STATE STREET CORP	$8.8B	29,227,721	−237,147	TRIM
5	JPMORGAN CHASE & CO	$6.1B	20,408,323	−624,635	TRIM
6	GEODE CAPITAL MANAGEMENT, LLC	$4.3B	14,166,474	+1,458,338	ADD
7	MORGAN STANLEY	$3.9B	12,808,752	−390,482	TRIM
8	FMR LLC	$2.8B	9,264,998	+856,125	ADD
9	Fisher Asset Management, LLC	$2.8B	9,250,373	+226,891	ADD
10	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.4B	7,952,555	—	NO PRIOR
11	BANK OF AMERICA CORP /DE/	$2.2B	7,354,574	−495,724	TRIM
12	NORTHERN TRUST CORP	$1.9B	6,292,668	−67,876	TRIM
13	WELLS FARGO & COMPANY/MN	$1.7B	5,690,672	+311,917	ADD
14	Nuveen, LLC	$1.7B	5,590,781	+418,297	ADD
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.6B	5,247,405	+440,851	ADD
16	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.6B	5,067,655	−739,804	TRIM
17	Artisan Partners Limited Partnership	$1.4B	4,593,883	+76,566	ADD
18	UBS Group AG	$1.4B	4,566,249	+1,357,822	ADD
19	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.3B	4,402,839	−803,786	TRIM
20	WELLINGTON MANAGEMENT GROUP LLP	$1.3B	4,184,979	−3,780,899	TRIM
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.2B	3,871,148	+60,381	ADD
22	Bank of New York Mellon Corp	$1.2B	3,853,217	−118,046	TRIM
23	Legal & General Group Plc	$1.1B	3,676,164	+261,456	ADD
24	Invesco Ltd.	$1.0B	3,320,485	+124,001	ADD
25	AMERIPRISE FINANCIAL INC	$977M	3,213,955	−819,128	TRIM
26	Capital Research Global Investors	$959M	3,170,551	−1,297,086	TRIM
27	VANGUARD FIDUCIARY TRUST CO	$906M	2,996,751	—	NO PRIOR
28	Rothschild & Co Wealth Management UK Ltd	$860M	2,844,158	−62,564	TRIM
29	Capital World Investors	$859M	2,839,257	−4,676,418	TRIM
30	DIMENSIONAL FUND ADVISORS LP	$820M	2,711,602	−19,355	TRIM
31	DEUTSCHE BANK AG\	$818M	2,703,329	−333,685	TRIM
32	Capital Wealth Planning, LLC	$795M	2,629,848	+477,224	ADD
33	NORDEA INVESTMENT MANAGEMENT AB	$759M	2,543,962	+69,599	ADD
34	Amundi	$754M	2,491,756	+366,837	ADD
35	BARCLAYS PLC	$702M	2,321,698	+322,097	ADD
36	Janus Henderson Group Ltd.	$700M	2,314,909	−175,582	TRIM
37	Boston Partners	$622M	2,056,161	−27,167	TRIM
38	D. E. Shaw & Co., Inc.	$600M	1,982,338	+1,936,800	ADD
39	ROYAL BANK OF CANADA	$527M	1,740,656	−278,453	TRIM
40	TD ASSET MANAGEMENT INC	$514M	1,698,093	−299,372	TRIM
41	HSBC HOLDINGS PLC	$505M	1,668,075	−2,118,115	TRIM
42	First Eagle Investment Management, LLC	$503M	1,662,628	+22,782	ADD
43	Mitsubishi UFJ Asset Management Co., Ltd.	$503M	1,662,311	+136,558	ADD
44	Swiss National Bank	$489M	1,617,299	+91,760	ADD
45	SCHRODER INVESTMENT MANAGEMENT GROUP	$474M	1,565,565	−247,656	TRIM
46	Pictet Asset Management Holding SA	$439M	1,451,606	+616,498	ADD
47	Sumitomo Mitsui Trust Group, Inc.	$439M	1,449,965	−72,945	TRIM
48	FIRST TRUST ADVISORS LP	$430M	1,421,221	+141,242	ADD
49	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$385M	1,273,396	+298,444	ADD
50	BNP Paribas Asset Management Holding S.A.	$377M	1,244,954	+171,462	ADD
51	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$374M	1,236,438	+961,698	ADD
52	AMERICAN CENTURY COMPANIES INC	$363M	1,199,259	−139,130	TRIM
53	National Pension Service	$357M	1,181,272	+1,181,272	NEW
54	Vanguard Global Advisers, LLC	$355M	1,172,115	—	NO PRIOR
55	Sustainable Growth Advisers, LP	$339M	1,122,014	+504,124	ADD
56	CITIGROUP INC	$330M	1,091,479	+375,553	ADD
57	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$326M	1,078,158	−23,254	TRIM
58	Longview Partners (Guernsey) LTD	$325M	1,075,538	−229,127	TRIM
59	RAYMOND JAMES FINANCIAL INC	$321M	1,060,440	+11,074	ADD
60	RHUMBLINE ADVISERS	$304M	1,006,358	−12,767	TRIM
61	BANK OF MONTREAL /CAN/	$285M	942,481	−45,401	TRIM
62	VANGUARD ASSET MANAGEMENT, Ltd	$284M	938,394	—	NO PRIOR
63	PROVIDENT TRUST CO	$277M	917,031	−160,803	TRIM
64	LPL Financial LLC	$276M	912,858	−9,050	TRIM
65	CANADA PENSION PLAN INVESTMENT BOARD	$265M	876,202	+239,002	ADD
66	Corient Private Wealth LLC	$255M	805,710	−997,047	TRIM
67	Qube Research & Technologies Ltd	$248M	819,142	+723,883	ADD
68	PRINCIPAL FINANCIAL GROUP INC	$243M	802,190	−15,867	TRIM
69	FRANKLIN RESOURCES INC	$230M	758,837	+263,177	ADD
70	ENVESTNET ASSET MANAGEMENT INC	$227M	748,996	+162,120	ADD
71	STIFEL FINANCIAL CORP	$217M	715,950	+6,604	ADD
72	BLAIR WILLIAM & CO/IL	$210M	693,767	−6,280	TRIM
73	ALLIANCEBERNSTEIN L.P.	$208M	561,826	−19,885	TRIM
74	Aberdeen Group plc	$204M	674,606	−6,566	TRIM
75	S&G Foundation	$194M	641,100	—	NO PRIOR
76	Korea Investment CORP	$188M	621,806	+201,677	ADD
77	Universal- Beteiligungs- und Servicegesellschaft mbH	$187M	620,937	−11,659	TRIM
78	AQR CAPITAL MANAGEMENT LLC	$185M	613,370	+285,172	ADD
79	NEW YORK STATE COMMON RETIREMENT FUND	$184M	609,885	−4,145	TRIM
80	KING LUTHER CAPITAL MANAGEMENT CORP	$183M	605,259	−6,483	TRIM
81	Smead Capital Management, Inc.	$182M	602,643	−165,788	TRIM
82	Tidal Investments LLC	$173M	572,995	+25,704	ADD
83	TORONTO DOMINION BANK	$170M	561,323	+254,315	ADD
84	RENAISSANCE TECHNOLOGIES LLC	$167M	550,880	+550,880	NEW
85	Alphinity Investment Management Pty Ltd	$165M	547,000	−369,149	TRIM
86	Man Group plc	$160M	529,135	+169,545	ADD
87	WORLDQUANT MILLENNIUM ADVISORS LLC	$159M	525,961	+383,039	ADD
88	Focused Investors LLC	$152M	502,450	+67,900	ADD
89	MARKEL GROUP INC.	$148M	490,450	+1,950	ADD
90	US BANCORP \DE\	$148M	490,070	+30,864	ADD
91	AVIVA PLC	$147M	487,503	−31,657	TRIM
92	Ensign Peak Advisors, Inc	$146M	483,400	+158,973	ADD
93	HighTower Advisors, LLC	$146M	482,342	+50,157	ADD
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$145M	478,487	−5,208	TRIM
95	FIRST MANHATTAN CO. LLC.	$139M	459,690	−20,205	TRIM
96	DANSKE BANK A/S	$138M	457,106	+11,299	ADD
97	VICTORY CAPITAL MANAGEMENT INC	$138M	457,095	−21,453	TRIM
98	Clark Capital Management Group, Inc.	$137M	452,724	+44,376	ADD
99	PFA Pension, Forsikringsaktieselskab	$131M	433,726	+433,726	NEW
100	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$127M	420,655	−21,023	TRIM
101	CIBC Bancorp USA Inc.	$124M	409,740	—	NO PRIOR
102	BECK MACK & OLIVER LLC	$123M	407,989	−1,520	TRIM
103	CITADEL ADVISORS LLC	$122M	403,396	+77,826	ADD
104	MFF Capital Investments Ltd	$122M	402,309	+13,000	ADD
105	CACTI ASSET MANAGEMENT LLC	$118M	390,530	0	NO CHANGE
106	M&G Plc	$117M	386,758	+11,778	ADD
107	River Road Asset Management, LLC	$115M	379,197	+379,197	NEW
108	TD Waterhouse Canada Inc.	$113M	376,475	+288,820	ADD
109	STOREBRAND ASSET MANAGEMENT AS	$113M	373,266	—	NO PRIOR
110	Retirement Systems of Alabama	$113M	372,457	−576	TRIM
111	Asset Management One Co., Ltd.	$111M	368,418	−22,121	TRIM
112	Sumitomo Mitsui DS Asset Management Company, Ltd	$111M	366,703	+5,438	ADD
113	Neuberger Berman Group LLC	$110M	362,978	−5,404	TRIM
114	CREDIT AGRICOLE S A	$108M	356,244	−7,609	TRIM
115	COMGEST GLOBAL INVESTORS S.A.S.	$108M	355,867	+63,612	ADD
116	Connor, Clark & Lunn Investment Management Ltd.	$107M	353,448	+343,901	ADD
117	Epoch Investment Partners, Inc.	$106M	349,126	−141,639	TRIM
118	Rockefeller Capital Management L.P.	$105M	347,366	−26,493	TRIM
119	MILLENNIUM MANAGEMENT LLC	$104M	343,161	+137,422	ADD
120	Zurcher Kantonalbank (Zurich Cantonalbank)	$103M	342,113	+342,113	NEW
121	Heard Capital LLC	$103M	339,827	−6,308	TRIM
122	FIFTH THIRD BANCORP	$102M	335,959	+146,880	ADD
123	Clearbridge Investments, LLC	$101M	334,110	−80,563	TRIM
124	Swedbank AB	$101M	333,742	−26,362	TRIM
125	Lansforsakringar Fondforvaltning AB (publ)	$100M	331,156	−29,298	TRIM
126	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$99.4M	328,482	+143,295	ADD
127	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$98.9M	326,974	−119,594	TRIM
128	ADAGE CAPITAL PARTNERS GP, L.L.C.	$98.7M	326,288	−55,300	TRIM
129	TRUIST FINANCIAL CORP	$98.1M	324,302	+82,922	ADD
130	BOWEN HANES & CO INC	$96.7M	319,754	−854	TRIM
131	CRAWFORD INVESTMENT COUNSEL INC	$96.4M	318,758	−8,583	TRIM
132	KEYBANK NATIONAL ASSOCIATION/OH	$96.1M	317,701	−41,560	TRIM
133	Chevy Chase Trust Holdings, LLC	$95.8M	316,868	−35,696	TRIM
134	Quantinno Capital Management LP	$91.6M	302,722	+67,397	ADD
135	OSAIC HOLDINGS, INC.	$90.7M	299,566	+18,785	ADD
136	NOMURA ASSET MANAGEMENT CO LTD	$90.5M	299,343	+6,530	ADD
137	STATE OF WISCONSIN INVESTMENT BOARD	$89.2M	294,900	−7,505	TRIM
138	Douglas Lane & Associates, LLC	$87.0M	287,640	−14,386	TRIM
139	FEDERATED HERMES, INC.	$85.9M	284,139	−3,416	TRIM
140	GLENMEDE TRUST CO NA	$85.5M	282,658	−7,556	TRIM
141	APG Asset Management N.V.	$85.4M	325,194	+6,463	ADD
142	GREAT LAKES ADVISORS, LLC	$84.8M	280,350	−50,869	TRIM
143	COMMONWEALTH EQUITY SERVICES, LLC	$84.4M	279,147	−7,668	TRIM
144	DODGE & COX	$83.9M	277,490	−15,059	TRIM
145	Vanguard Investments Australia, Ltd.	$83.0M	274,332	—	NO PRIOR
146	SEI INVESTMENTS CO	$82.1M	271,525	+19,071	ADD
147	BROWN ADVISORY INC	$82.1M	271,473	−303	TRIM
148	PANAGORA ASSET MANAGEMENT INC	$81.6M	269,658	+93,194	ADD
149	PRUDENTIAL FINANCIAL INC	$78.5M	259,405	−237,971	TRIM
150	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$78.3M	258,717	+258,717	NEW
151	Focus Partners Wealth	$78.0M	256,862	−100,863	TRIM
152	Calamos Advisors LLC	$76.6M	253,116	+53,517	ADD
153	ROYAL LONDON ASSET MANAGEMENT LTD	$76.1M	251,508	−3,100	TRIM
154	Mitsubishi UFJ Trust & Banking Corp	$75.4M	249,304	+17,333	ADD
155	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$75.2M	248,637	+130,486	ADD
156	Creative Planning	$73.0M	241,230	+12,085	ADD
157	Alberta Investment Management Corp	$72.6M	240,100	+81,900	ADD
158	TEACHER RETIREMENT SYSTEM OF TEXAS	$71.4M	235,968	+48,673	ADD
159	KLP KAPITALFORVALTNING AS	$70.8M	234,019	+7,680	ADD
160	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$69.7M	230,345	+1,097	ADD
161	NISA INVESTMENT ADVISORS, LLC	$68.7M	227,142	−22,925	TRIM
162	LAZARD ASSET MANAGEMENT LLC	$68.6M	226,878	−33,834	TRIM
163	ProShare Advisors LLC	$67.4M	222,816	−7,654	TRIM
164	Mariner, LLC	$66.9M	221,111	−67,066	TRIM
165	Cetera Investment Advisers	$66.9M	221,092	+10,150	ADD
166	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$66.8M	220,964	+585	ADD
167	Cerity Partners LLC	$65.2M	215,387	+16,487	ADD
168	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$65.1M	232,619	−93,788	TRIM
169	HARRIS ASSOCIATES L P	$61.6M	203,706	−15,371	TRIM
170	ZACKS INVESTMENT MANAGEMENT	$61.1M	201,903	+245	ADD
171	ATALANTA SOSNOFF CAPITAL, LLC	$60.5M	199,916	−6,855	TRIM
172	NATIONAL BANK OF CANADA /FI/	$60.4M	199,719	−49,715	TRIM
173	Eurizon Capital SGR S.p.A.	$58.9M	195,012	−2,284	TRIM
174	BALYASNY ASSET MANAGEMENT L.P.	$58.1M	192,092	+54,822	ADD
175	Candriam S.C.A.	$57.9M	191,504	−86,604	TRIM
176	State of New Jersey Common Pension Fund D	$57.5M	190,050	−1,155	TRIM
177	GFI Investment Counsel Ltd.	$57.4M	189,847	−13,942	TRIM
178	Pinnacle Financial Partners, Inc.	$56.8M	187,889	+2,491	ADD
179	Daiwa Securities Group Inc.	$56.3M	186,062	−206,099	TRIM
180	Vest Financial, LLC	$56.0M	185,127	+21,679	ADD
181	Cohen Klingenstein LLC	$54.5M	180,227	−1,285	TRIM
182	CIBC WORLD MARKET INC.	$54.5M	180,068	+99,395	ADD
183	Dundas Partners LLP	$53.3M	176,217	−1,432	TRIM
184	Fiera Capital Corp	$53.2M	175,974	+10,536	ADD
185	Resona Asset Management Co.,Ltd.	$52.6M	174,364	+2,339	ADD
186	Cornerstone Investment Partners, LLC	$52.4M	173,207	−2,504	TRIM
187	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$52.2M	172,464	+172,464	NEW
188	Capital Investment Advisors, LLC	$51.9M	171,428	+18,614	ADD
189	NATIXIS	$49.7M	164,154	+78,914	ADD
190	Iron Gate Global Advisors LLC	$49.0M	161,839	−2,172	TRIM
191	Tredje AP-fonden	$48.8M	161,480	+161,480	NEW
192	JOHNSON INVESTMENT COUNSEL INC	$48.4M	159,912	−317	TRIM
193	PINNACLE ASSOCIATES LTD	$48.2M	159,355	−1,582	TRIM
194	JANE STREET GROUP, LLC	$48.1M	158,963	+65,464	ADD
195	Baird Financial Group, Inc.	$48.0M	158,841	+158,841	NEW
196	M&T BANK CORP	$47.9M	158,497	−2,716	TRIM
197	Allworth Financial LP	$47.9M	158,479	−2,914	TRIM
198	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$47.9M	158,373	+66,550	ADD
199	ZWJ INVESTMENT COUNSEL INC	$47.5M	156,951	−200	TRIM
200	MERCER GLOBAL ADVISORS INC /ADV	$47.2M	155,940	+5,655	ADD
201	Smith Group Asset Management, LLC	$47.0M	155,547	+9,794	ADD
202	Swiss Life Asset Management Ltd	$46.9M	179,058	+39,171	ADD
203	Susquehanna Portfolio Strategies, LLC	$46.3M	152,949	0	NO CHANGE
204	PUBLIC SECTOR PENSION INVESTMENT BOARD	$46.1M	152,351	+15,496	ADD
205	Arizona State Retirement System	$45.7M	151,001	−5,069	TRIM
206	Groupe la Francaise	$45.4M	151,263	−5,615	TRIM
207	CAMBIAR INVESTORS LLC	$45.2M	149,445	+57,046	ADD
208	MAIRS & POWER INC	$45.0M	148,821	−10,638	TRIM
209	Allianz Asset Management GmbH	$44.9M	148,533	−53,180	TRIM
210	Czech National Bank	$44.1M	145,857	+4,177	ADD
211	CIBC Asset Management Inc	$43.8M	144,654	+1,329	ADD
212	BARR E S & CO	$43.4M	143,555	−3,974	TRIM
213	CENTRAL SECURITIES CORP	$42.3M	140,000	0	NO CHANGE
214	STATE OF MICHIGAN RETIREMENT SYSTEM	$42.3M	139,877	−800	TRIM
215	Mirae Asset Global Investments Co., Ltd.	$42.3M	139,867	+14,579	ADD
216	COUNTRY TRUST BANK	$41.4M	136,740	+14,966	ADD
217	BRADLEY FOSTER & SARGENT INC/CT	$41.2M	136,315	+298	ADD
218	BANK OF NOVA SCOTIA	$41.2M	136,050	+5,749	ADD
219	VOYA INVESTMENT MANAGEMENT LLC	$40.6M	134,241	+6,073	ADD
220	COMMERCE BANK	$40.6M	134,141	+8,484	ADD
221	ALLIANZ SE	$40.4M	133,727	+3,375	ADD
222	TODD ASSET MANAGEMENT LLC	$40.3M	133,312	−1,234	TRIM
223	MetLife Investment Management, LLC	$40.3M	133,206	−4,185	TRIM
224	Sterling Capital Management LLC	$40.2M	132,937	+124,834	ADD
225	RWA WEALTH PARTNERS, LLC	$40.0M	132,336	+45,765	ADD
226	Rafferty Asset Management, LLC	$39.6M	130,991	−33,920	TRIM
227	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$39.4M	130,330	+11,338	ADD
228	OFI INVEST ASSET MANAGEMENT	$39.0M	147,622	+14,101	ADD
229	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$38.6M	127,713	+127,713	NEW
230	EASTERN BANK	$38.4M	126,980	−25,900	TRIM
231	L1 Capital International Pty Ltd	$38.2M	126,402	−2,473	TRIM
232	REGIONS FINANCIAL CORP	$38.0M	125,573	−1,219	TRIM
233	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$37.7M	124,755	−225	TRIM
234	DnB Asset Management AS	$37.3M	123,185	+9,302	ADD
235	Mill Capital Management, LLC	$36.8M	121,534	−235	TRIM
236	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$36.5M	120,569	−3,201	TRIM
237	INVESTMENT HOUSE LLC	$35.5M	117,272	+6,705	ADD
238	INTECH INVESTMENT MANAGEMENT LLC	$35.4M	116,945	+37,411	ADD
239	a16z Perennial Management, L.P.	$35.3M	116,708	+116,030	ADD
240	XPONANCE LLC	$34.9M	115,460	+12,431	ADD
241	SEB Asset Management AB	$34.9M	115,395	—	NO PRIOR
242	Quadrature Capital Ltd	$34.5M	114,040	+114,040	NEW
243	FOSTER DYKEMA CABOT & PARTNERS, LLC	$34.4M	113,749	+380	ADD
244	ABN AMRO Bank N.V.	$34.2M	113,810	+106,140	ADD
245	Varma Mutual Pension Insurance Co	$33.6M	110,935	0	NO CHANGE
246	IFM Investors Pty Ltd	$33.4M	110,288	+2,620	ADD
247	NOESIS CAPITAL MANGEMENT CORP	$33.0M	108,971	+1,907	ADD
248	Steward Partners Investment Advisory, LLC	$32.9M	108,780	+16,302	ADD
249	Federation des caisses Desjardins du Quebec	$32.7M	108,159	−33,112	TRIM
250	Crossmark Global Holdings, Inc.	$32.6M	107,678	—	NO PRIOR
251	BARTLETT & CO. WEALTH MANAGEMENT LLC	$32.4M	101,208	−1,330	TRIM
252	Covea Finance	$32.4M	107,080	−920	TRIM
253	Pathstone Holdings, LLC	$32.3M	106,711	+3,531	ADD
254	NewEdge Advisors, LLC	$32.2M	106,328	+106,328	NEW
255	Woodline Partners LP	$31.9M	105,506	+13,474	ADD
256	Destination Wealth Management	$31.9M	105,338	+1,061	ADD
257	Advisors Asset Management, Inc.	$30.9M	102,153	−3,682	TRIM
258	UniSuper Management Pty Ltd	$30.8M	101,828	−13,118	TRIM
259	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$30.7M	102,098	+14,146	ADD
260	FACTORY MUTUAL INSURANCE CO	$30.4M	100,500	+3,900	ADD
261	MAI Capital Management	$30.4M	100,476	−702	TRIM
262	Zurich Insurance Group Ltd/FI	$30.2M	99,967	−9,158	TRIM
263	Henshaw Capital LLC	$29.9M	98,805	—	NO PRIOR
264	Long Corridor Asset Management Ltd	$29.6M	98,000	+29,000	ADD
265	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$29.0M	95,918	+9,047	ADD
266	Drexel Morgan & Co.	$29.0M	95,918	0	NO CHANGE
267	FIDUCIARY TRUST CO	$28.9M	95,476	+6,101	ADD
268	Port Capital LLC	$28.7M	94,900	+62,145	ADD
269	USS Investment Management Ltd	$28.5M	94,257	+1,442	ADD
270	Optiver Holding B.V.	$28.4M	93,923	−770	TRIM
271	MML INVESTORS SERVICES, LLC	$28.3M	93,468	−3,991	TRIM
272	Squarepoint Ops LLC	$27.9M	92,141	−82,060	TRIM
273	Waverly Advisors, LLC	$27.8M	91,809	+4,683	ADD
274	Beacon Pointe Advisors, LLC	$27.5M	90,989	+14,466	ADD
275	QRG CAPITAL MANAGEMENT, INC.	$27.4M	90,675	+15,763	ADD
276	Bragg Financial Advisors, Inc	$27.3M	90,329	+649	ADD
277	Vanguard Personalized Indexing Management, LLC	$27.2M	89,849	−821	TRIM
278	Andra AP-fonden	$27.0M	89,320	+22,320	ADD
279	Coleford Investment Management Ltd.	$27.0M	89,272	+1,480	ADD
280	MARTINGALE ASSET MANAGEMENT L P	$26.8M	88,688	−4,487	TRIM
281	DAVENPORT & Co LLC	$26.7M	88,338	+17,342	ADD
282	CHILTON CAPITAL MANAGEMENT LLC	$26.7M	88,160	+2,002	ADD
283	Utah Retirement Systems	$26.6M	87,802	−2,457	TRIM
284	EXCHANGE TRADED CONCEPTS, LLC	$26.4M	87,395	+24,487	ADD
285	Wealthfront Advisers LLC	$26.4M	87,352	−152	TRIM
286	FLOSSBACH VON STORCH SE	$26.2M	86,666	−1,423	TRIM
287	&PARTNERS	$26.1M	86,343	+2,696	ADD
288	Fisher Funds Management LTD	$25.5M	84,377	+48,121	ADD
289	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$25.5M	84,288	+4,141	ADD
290	Quilter Plc	$25.4M	83,886	−1,195	TRIM
291	ASSETMARK, INC	$25.3M	83,777	+2,312	ADD
292	UNIO CAPITAL LLC	$25.3M	83,643	+34,918	ADD
293	Atlantic Union Bankshares Corp	$25.2M	83,313	+7,216	ADD
294	Chesley Taft & Associates LLC	$25.2M	83,211	−1,143	TRIM
295	Robeco Institutional Asset Management B.V.	$24.9M	82,425	−1,466	TRIM
296	Trexquant Investment LP	$24.9M	82,230	+6,448	ADD
297	RENAISSANCE GROUP LLC	$24.9M	82,229	+82,229	NEW
298	WELCH & FORBES LLC	$24.7M	81,764	−5,482	TRIM
299	Ethic Inc.	$24.6M	81,455	−1,686	TRIM
300	GM Advisory Group, LLC	$24.6M	81,433	−155	TRIM
301	MACQUARIE GROUP LTD	$24.6M	81,294	−28,563	TRIM
302	Dana Investment Advisors, Inc.	$24.3M	80,271	−1,658	TRIM
303	BAXTER BROS INC	$24.2M	79,992	+1,619	ADD
304	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$24.2M	79,886	+1,777	ADD
305	HM PAYSON & CO	$23.8M	78,628	−238	TRIM
306	Aware Super Pty Ltd as trustee of Aware Super	$23.5M	77,751	—	NO PRIOR
307	Lido Advisors, LLC	$23.4M	77,246	−29,059	TRIM
308	London & Capital Asset Management Ltd	$23.3M	76,913	−46,572	TRIM
309	NEOS Investment Management LLC	$23.2M	76,826	+3,797	ADD
310	Allspring Global Investments Holdings, LLC	$23.2M	76,824	+10,610	ADD
311	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$23.0M	75,951	−22,835	TRIM
312	FOUNDERS CAPITAL MANAGEMENT, LLC	$22.9M	75,619	−212	TRIM
313	Kestra Advisory Services, LLC	$22.7M	75,182	+6,054	ADD
314	Vontobel Holding Ltd.	$22.6M	74,688	+2,554	ADD
315	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$22.5M	74,247	+74,247	NEW
316	HANCOCK WHITNEY CORP	$22.3M	69,295	+69,295	NEW
317	MACKENZIE FINANCIAL CORP	$22.2M	73,528	−170,508	TRIM
318	Maple Capital Management, Inc.	$22.2M	73,228	−27,444	TRIM
319	Elo Mutual Pension Insurance Co	$22.0M	72,789	−1,943	TRIM
320	BRAUN STACEY ASSOCIATES INC	$21.8M	72,134	−135	TRIM
321	GDS Wealth Management	$21.7M	71,623	+3,689	ADD
322	NISSAY ASSET MANAGEMENT CORP /JAPAN	$21.5M	70,974	+317	ADD
323	Mesirow Financial Investment Management, Inc.	$21.3M	70,371	+1,892	ADD
324	MARCO INVESTMENT MANAGEMENT LLC	$21.2M	69,953	+210	ADD
325	Holowesko Partners Ltd.	$21.1M	69,900	+68,400	ADD
326	CI INVESTMENTS INC.	$21.0M	69,511	−4,243	TRIM
327	Orion Porfolio Solutions, LLC	$20.6M	68,198	+3,579	ADD
328	OPPENHEIMER & CO INC	$20.5M	67,830	+67,830	NEW
329	Cornerstone Advisors, LLC	$20.3M	67,094	+30,894	ADD
330	WHITTIER TRUST CO	$20.2M	66,201	+277	ADD
331	HB Wealth Management, LLC	$20.2M	66,907	+339	ADD
332	CITIZENS FINANCIAL GROUP INC/RI	$20.2M	66,648	−1,375	TRIM
333	Perigon Wealth Management, LLC	$20.1M	66,349	+5,576	ADD
334	PARTHENON LLC	$20.0M	66,125	−1,285	TRIM
335	Generali Asset Management SPA SGR	$20.0M	66,039	+2,855	ADD
336	Aquatic Capital Management LLC	$19.9M	65,727	+65,727	NEW
337	Skye Global Management LP	$19.8M	65,500	0	NO CHANGE
338	PRUDENTIAL PLC	$19.8M	65,482	−10,233	TRIM
339	FIL Ltd	$19.5M	64,617	−27,307	TRIM
340	ASR Vermogensbeheer N.V.	$19.5M	64,606	+1,112	ADD
341	LAFFER TENGLER INVESTMENTS, INC.	$19.3M	63,906	+1,922	ADD
342	Walleye Trading LLC	$19.1M	63,301	+63,301	NEW
343	EAGLE GLOBAL ADVISORS LLC	$19.1M	63,124	−12	TRIM
344	Davis Asset Management, L.P.	$19.1M	63,000	+63,000	NEW
345	Tweedy, Browne Co LLC	$19.1M	62,985	−1,607	TRIM
346	BIRCH FINANCIAL GROUP, LLC	$19.0M	62,722	+702	ADD
347	Hamilton Point Investment Advisors, LLC	$18.8M	62,092	−657	TRIM
348	Trajan Wealth LLC	$18.8M	62,031	+33,529	ADD
349	Prospera Financial Services Inc	$18.6M	61,430	−5,773	TRIM
350	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$18.6M	61,360	−209	TRIM
351	Brookstone Capital Management	$18.5M	61,119	−1,783	TRIM
352	Sequoia Financial Advisors, LLC	$18.3M	60,429	−184	TRIM
353	Empowered Funds, LLC	$18.2M	60,190	+60,190	NEW
354	YOUSIF CAPITAL MANAGEMENT, LLC	$18.1M	59,861	−2,869	TRIM
355	Hemenway Trust Co LLC	$17.9M	59,068	+15,252	ADD
356	OP Asset Management Ltd	$17.6M	58,253	—	NO PRIOR
357	Moran Wealth Management, LLC	$17.6M	58,097	−2,827	TRIM
358	Willis Investment Counsel	$17.3M	57,236	+556	ADD
359	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$17.2M	56,968	−729	TRIM
360	GHP Investment Advisors, Inc.	$17.2M	56,702	+1,103	ADD
361	Illinois Municipal Retirement Fund	$16.9M	55,881	+7,762	ADD
362	Galvin, Gaustad & Stein, LLC	$16.8M	55,598	−2,784	TRIM
363	TOCQUEVILLE ASSET MANAGEMENT L.P.	$16.8M	55,407	+1,498	ADD
364	Narwhal Capital Management	$16.5M	54,457	−1,732	TRIM
365	Chemistry Wealth Management LLC	$16.3M	53,731	+2,198	ADD
366	Calamos Wealth Management LLC	$16.2M	53,611	−7,822	TRIM
367	ANCHOR CAPITAL ADVISORS LLC	$16.1M	53,228	−121	TRIM
368	Private Advisor Group, LLC	$16.1M	53,201	+563	ADD
369	LBP AM SA	$15.9M	52,590	−11,595	TRIM
370	CARRET ASSET MANAGEMENT, LLC	$15.8M	52,382	−85	TRIM
371	ABN AMRO INVESTMENT SOLUTIONS	$15.7M	52,045	−2,758	TRIM
372	KESTRA PRIVATE WEALTH SERVICES, LLC	$15.4M	50,756	+7,227	ADD
373	EQUITABLE TRUST CO	$15.3M	50,724	−4,501	TRIM
374	Matthew Goff Investment Advisor, LLC	$15.3M	50,669	−1,256	TRIM
375	Grantham, Mayo, Van Otterloo & Co. LLC	$15.3M	50,449	+26,565	ADD
376	North Reef Capital Management LP	$15.1M	50,000	+50,000	NEW
377	Cresset Asset Management, LLC	$15.0M	49,621	+733	ADD
378	Stanley Capital Management, LLC	$14.8M	48,830	0	NO CHANGE
379	Glenview Trust Co	$14.7M	48,695	+30,667	ADD
380	Perennial Advisors, LLC	$14.7M	48,626	−98	TRIM
381	Atria Investments, Inc	$14.7M	48,566	+390	ADD
382	SHELTON CAPITAL MANAGEMENT	$14.7M	48,534	+9,847	ADD
383	Dai-ichi Life Insurance Company, Ltd	$14.4M	47,716	−15,047	TRIM
384	Stockman Wealth Management, Inc.	$14.4M	47,536	+3,829	ADD
385	Unison Asset Management LLC	$14.3M	47,385	+9,297	ADD
386	Modern Wealth Management, LLC	$14.3M	47,475	+1,999	ADD
387	Choate Investment Advisors	$14.3M	47,270	−129	TRIM
388	Sky Investment Group LLC	$14.3M	47,217	−78	TRIM
389	Merit Financial Group, LLC	$14.2M	46,933	+3,662	ADD
390	Mediolanum International Funds Ltd	$14.1M	47,474	−61,629	TRIM
391	FULTON BREAKEFIELD BROENNIMAN LLC	$14.0M	46,253	+16	ADD
392	Clearstead Advisors, LLC	$13.8M	45,588	−1,980	TRIM
393	Polar Capital Holdings Plc	$13.7M	45,415	+5,055	ADD
394	Aptus Capital Advisors, LLC	$13.6M	44,972	−2,327	TRIM
395	Rice Partnership, LLC	$13.4M	44,450	−6,173	TRIM
396	EAGLE ROCK INVESTMENT COMPANY, LLC	$13.4M	44,401	−112	TRIM
397	Advisors Capital Management, LLC	$13.4M	44,382	+37,572	ADD
398	LaFleur & Godfrey LLC	$13.0M	42,914	+78	ADD
399	Foyston, Gordon & Payne Inc	$12.9M	42,768	−10,592	TRIM
400	Diversified Trust Co	$12.7M	41,956	+4,720	ADD
401	UNIVEST FINANCIAL Corp	$12.6M	41,720	+440	ADD
402	SEARLE & CO.	$12.6M	41,714	0	NO CHANGE
403	Investment Management Corp of Ontario	$12.6M	41,563	−6,427	TRIM
404	Avanza Fonder AB	$12.6M	41,512	−270	TRIM
405	Equitable Holdings, Inc.	$12.5M	34,733	+6,701	ADD
406	SHAYNE & JACOBS, LLC	$12.5M	41,214	−70	TRIM
407	Van Cleef Asset Management,Inc	$12.4M	40,972	−248	TRIM
408	Norinchukin Bank, The	$12.4M	40,959	−1,242	TRIM
409	SCOTIA CAPITAL INC.	$12.3M	40,693	+7,682	ADD
410	CULLINAN ASSOCIATES INC	$12.3M	40,540	−2,740	TRIM
411	Vise Technologies, Inc.	$12.2M	32,951	0	NO CHANGE
412	CWM, LLC	$12.1M	40,121	+1,801	ADD
413	GRIFFIN ASSET MANAGEMENT, INC.	$12.1M	40,017	−1,856	TRIM
414	WHITTIER TRUST CO OF NEVADA INC	$12.0M	39,280	+1,774	ADD
415	Nippon Life Global Investors Americas, Inc.	$12.0M	39,680	+190	ADD
416	M. Kulyk & Associates, LLC	$12.0M	39,674	+527	ADD
417	Jefferies Financial Group Inc.	$11.9M	39,502	+26,580	ADD
418	GRIMES & Co WEALTH MANAGEMENT, LLC	$11.9M	39,210	+1,013	ADD
419	Summit Financial, LLC	$11.7M	38,640	+3,173	ADD
420	Kintegral Advisory, LLC	$11.7M	38,597	−1,711	TRIM
421	Interval Partners, LP	$11.6M	38,505	+38,505	NEW
422	Capital International, Inc./CA/	$11.5M	38,135	−32,701	TRIM
423	NOMURA HOLDINGS INC	$11.3M	37,408	−275,190	TRIM
424	NWF Advisory Services Inc.	$11.3M	37,336	+384	ADD
425	Ironwood Investment Counsel, LLC	$11.3M	37,290	+354	ADD
426	Radnor Capital Management, LLC	$11.2M	37,075	−353	TRIM
427	Teamwork Financial Advisors, LLC	$11.1M	36,820	−2,761	TRIM
428	EVENTIDE ASSET MANAGEMENT, LLC	$11.1M	36,964	−13,142	TRIM
429	Jain Global LLC	$11.1M	36,732	+34,187	ADD
430	OpenArc Corporate Advisory, LLC	$11.1M	36,714	+1,756	ADD
431	Osmosis Investment Management UK Ltd	$11.0M	36,460	−5,197	TRIM
432	D.A. DAVIDSON & CO.	$11.0M	36,421	−1,505	TRIM
433	Stratos Investment Management, LLC	$11.0M	36,347	−4,113	TRIM
434	STANSBERRY ASSET MANAGEMENT, LLC	$10.9M	35,984	+190	ADD
435	GREENWOOD GEARHART LLC	$10.9M	35,964	+2,682	ADD
436	Concurrent Investment Advisors, LLC	$10.8M	35,541	−10,183	TRIM
437	Bensler, LLC	$10.6M	35,157	+612	ADD
438	Lombard Odier Asset Management (Switzerland) SA	$10.6M	35,039	−960	TRIM
439	Orange Investment Advisors, Inc.	$10.6M	34,968	−1,480	TRIM
440	Norman Fields, Gottscho Capital Management, LLC	$10.4M	34,430	+795	ADD
441	MEYER HANDELMAN CO	$10.4M	34,365	0	NO CHANGE
442	HS Management Partners, LLC	$10.3M	34,129	+34,129	NEW
443	Private Advisory Group LLC	$10.3M	34,068	−2,159	TRIM
444	KLINGENSTEIN FIELDS & CO LP	$10.2M	33,826	−3,549	TRIM
445	Rodgers Brothers Inc.	$10.2M	33,795	−75	TRIM
446	SP Asset Management LLC	$10.2M	33,780	+23	ADD
447	Stokes Capital Advisors, LLC	$10.2M	33,737	−1,178	TRIM
448	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$10.1M	33,317	0	NO CHANGE
449	Laird Norton Wetherby Trust Company, LLC	$10.0M	33,161	−1,189	TRIM
450	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$9.9M	32,837	0	NO CHANGE
451	ING GROEP NV	$9.9M	32,836	+3,690	ADD
452	PITTENGER & ANDERSON INC	$9.9M	32,818	+1,625	ADD
453	Strategic Wealth Investment Group, LLC	$9.9M	32,767	+327	ADD
454	AMG National Trust Bank	$9.9M	32,591	+7,178	ADD
455	Lorne Steinberg Wealth Management Inc.	$9.8M	32,479	+85	ADD
456	MIZUHO SECURITIES USA LLC	$9.8M	32,377	−6,746	TRIM
457	QUADRANT CAPITAL GROUP LLC	$9.8M	32,297	+493	ADD
458	Martin Investment Management, LLC	$9.6M	31,862	+98	ADD
459	BENJAMIN EDWARDS INC	$9.6M	31,642	+2,942	ADD
460	WAYCROSS PARTNERS, LLC	$9.6M	31,618	+31,618	NEW
461	LETSON INVESTMENT MANAGEMENT, INC.	$9.5M	31,442	−421	TRIM
462	Composition Wealth, LLC	$9.5M	31,434	−490	TRIM
463	KMG FIDUCIARY PARTNERS, LLC	$9.5M	31,318	−8	TRIM
464	Savant Capital, LLC	$9.3M	30,774	+5,714	ADD
465	Summit Trail Advisors, LLC	$9.3M	30,729	+9,666	ADD
466	Meiji Yasuda Asset Management Co Ltd.	$9.3M	30,629	−1,343	TRIM
467	HARTFORD INVESTMENT MANAGEMENT CO	$9.3M	30,582	−519	TRIM
468	MFA WEALTH ADVISORS, LLC	$9.2M	30,577	+2,145	ADD
469	Vestmark Advisory Solutions, Inc.	$9.1M	30,055	+10,414	ADD
470	LB Partners LLC	$9.1M	30,000	−2,000	TRIM
471	Generali Investments CEE, investicni spolecnost, a.s.	$9.0M	29,884	−901	TRIM
472	Torrey Growth & Income Advisors	$9.0M	29,956	−4,010	TRIM
473	Callan Family Office, LLC	$8.9M	29,472	−1,679	TRIM
474	Cyndeo Wealth Partners, LLC	$8.9M	29,266	−6,434	TRIM
475	GROUP ONE TRADING LLC	$8.8M	28,981	−25,095	TRIM
476	HIGHLAND CAPITAL MANAGEMENT, LLC	$8.7M	28,861	−164	TRIM
477	Assenagon Asset Management S.A.	$8.7M	28,803	+2,450	ADD
478	MGO ONE SEVEN LLC	$8.7M	28,750	−4,689	TRIM
479	Shelter Mutual Insurance Co	$8.7M	28,735	0	NO CHANGE
480	Independent Advisor Alliance	$8.6M	28,567	−1,213	TRIM
481	Ascent Group, LLC	$8.6M	28,513	+14,190	ADD
482	Pavion Blue Capital, LLC	$8.6M	28,453	−731	TRIM
483	VectorGlobal IAG, Inc.	$8.6M	28,372	—	NO PRIOR
484	EP Wealth Advisors, LLC	$8.5M	28,207	−363	TRIM
485	OMERS ADMINISTRATION Corp	$8.5M	28,202	+5,155	ADD
486	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$8.5M	27,975	−1,158	TRIM
487	DIVERSIFY WEALTH MANAGEMENT, LLC	$8.3M	26,404	+14,342	ADD
488	Voleon Capital Management LP	$8.3M	27,458	+25,257	ADD
489	PRINCIPAL SECURITIES, INC.	$8.2M	27,143	+3,657	ADD
490	Northwest & Ethical Investments L.P.	$8.2M	27,127	+182	ADD
491	Stratos Wealth Partners, LTD.	$8.2M	27,067	−3,834	TRIM
492	Maryland State Retirement & Pension System	$8.2M	27,049	0	NO CHANGE
493	1ST SOURCE BANK	$8.1M	26,937	−436	TRIM
494	Reliant Investment Management, LLC	$8.0M	26,551	+407	ADD
495	Silvant Capital Management LLC	$8.0M	26,502	+1,585	ADD
496	Foster Group, Inc.	$8.0M	26,501	+218	ADD
497	Guardian Partners Inc.	$8.0M	26,369	−194	TRIM
498	UMB Bank, n.a.	$8.0M	26,359	+7	ADD
499	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$7.9M	26,234	−1,528	TRIM
500	Robertson Stephens Wealth Management, LLC	$7.9M	26,224	+250	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AXP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Markel Group, Gotham Asset Management $156M held
Trimming: 2 Bridgewater Associates, Caxton Associates $6.6M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · AMERICAN EXPRESS CO

Merged timeline of congressional filings and notable-manager moves on AXP
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+377 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−10,308 sh
2026-05-14	Caxton Associates 13F	EXIT	−6,551 sh
2026-05-01	Markel Group 13F	ADD	+1,950 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

41 members of Congress disclosed AXP — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).