Who holds AXPticker 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 ↗

2,423

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$165B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,044

addsholders whose share count rose or who opened the position (new + add), by shares

322

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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: 2 Alan Armstrong R–OK, Rick W. Allen R–GA-12 $2K–$30K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · 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	Purchase	$1K–$15K
2026-06-16	Rick W. Allen Congress	Purchase	$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

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

41 members of Congress disclosed AXP — the congressional view ↗