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Get Institutions for : 
American Express Co (AXP)  
$234.66 0.33 (0.14%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2062    12
Total shares held : 
 610,091,331  
% of shares held : 
 75.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -28  
Amount of shares held : 
 6,889,486  
% of shares held change : 
   0.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $149.48  
Last Quarter's Ending Price : 
 $187.34  
Last Quarter's Average Price : 
 $160.97  
Change from last quarter's     
avg. price to the last closing  : 
73.69 (45.78%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
123
 6,767,816
 1.11%
 
Increased Positions :
748
 20,810,785
 3.41%
 
Unchanged Positions :
403
 157,072,476
 25.75%
 
Decreased Positions :
788
-17,927,936
-2.94%
 
Closed Positions :
111
-2,761,179
-0.45%
 
Guru Positions :
7
161,975,835
 26.55%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BERKSHIRE HATHAWAY INC -- Notable Guru -- 3 - 2023-12-31 151,610,700 $28,402,749,000 0
   VANGUARD GROUP INC 94 - 2023-12-31 46,646,851 $8,738,821,000 -215,417
   BLACKROCK INC. 83 - 2023-12-31 44,115,276 $8,264,556,000 1,436,142
   STATE STREET CORP 68 - 2023-12-31 29,694,753 $5,563,015,000 681,231
   WELLINGTON MANAGEMENT CO LLP 32 - 2023-12-31 17,856,058 $3,345,154,000 -2,498,303
   J P MORGAN CHASE & CO 71 - 2023-12-31 16,351,440 $3,063,279,000 -1,107,123
   MORGAN STANLEY 77 - 2023-12-31 13,583,669 $2,544,765,000 582,527
   BANK OF AMERICA CORP /DE/ 89 - 2023-12-31 12,325,553 $2,309,069,000 -130,039
   GEODE CAPITAL MANAGEMENT LLC 85 - 2023-12-31 10,922,444 $2,039,603,000 96,656
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 38 - 2023-12-31 10,502,519 $1,967,542,000 -767,251
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 27 - 2023-12-31 9,778,289 $1,831,865,000 -655,577
   PRICE T ROWE ASSOCIATES INC /MD/ 111 - 2023-12-31 7,785,059 $1,458,454,000 448,060
   NUVEEN ASSET MANAGEMENT, LLC 42 - 2023-12-31 6,983,750 $1,308,336,000 270,173
   NORTHERN TRUST CORP 81 - 2023-12-31 6,586,185 $1,233,856,000 -367,275
   FMR LLC 192 - 2023-12-31 6,382,574 $1,195,711,000 1,088,902
   INVESCO LTD 55 - 2023-12-31 5,940,465 $1,112,887,000 194,928
   NORGES BANK 99 *New 2023-12-31 5,939,718 $1,112,747,000 5,939,718
   BANK OF NEW YORK MELLON CORP 95 - 2024-03-31 4,809,725 $1,095,126,000 -247,908
   LEGAL & GENERAL GROUP PLC 73 - 2023-12-31 5,272,934 $987,832,000 1,132,318
   HARRIS ASSOCIATES L P 20 - 2023-12-31 5,008,226 $938,241,000 2,084,484
   LAZARD ASSET MANAGEMENT LLC 15 - 2023-12-31 4,919,646 $921,644,000 -8,998
   ARTISAN PARTNERS LIMITED PARTNERSHIP 19 - 2023-12-31 4,855,211 $909,575,000 496,153
   Rothschild & Co Wealth Management UK Ltd 2 - 2024-03-31 3,576,277 $814,283,000 12,248
   JANUS HENDERSON GROUP PLC 41 - 2023-12-31 4,231,599 $792,749,000 -74,386
   GOLDMAN SACHS GROUP INC/ 126 - 2023-12-31 3,817,557 $715,181,000 -201,632
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 105 - 2023-12-31 3,839,276 $713,202,000 667,695
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 67 - 2023-12-31 3,694,360 $692,101,000 125,250
   ALLIANCEBERNSTEIN L.P. 83 - 2023-12-31 3,475,345 $651,071,000 37,146
   LONGVIEW PARTNERS (GUERNSEY) LTD 12 - 2023-12-31 3,249,349 $608,733,000 -228,797
   DIMENSIONAL FUND ADVISORS INC 82 - 2023-12-31 2,967,290 $555,903,000 -31,533
   BARCLAYS PLC 76 - 2023-12-31 2,686,672 $503,318,000 886,627
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 32 - 2023-12-31 2,601,210 $487,311,000 -2,749
   TD ASSET MANAGEMENT INC 47 - 2023-12-31 2,399,494 $449,521,000 919,337
   AMERIPRISE FINANCIAL INC 171 - 2023-12-31 2,402,005 $440,308,000 447,048
   UBS Group AG 127 - 2023-12-31 2,283,356 $427,764,000 173,463
   NORDEA INVESTMENT MANAGEMENT AB - 2024-03-31 1,798,742 $408,494,000 224,079
   BEUTEL GOODMAN & CO LTD 17 - 2023-12-31 2,067,858 $387,392,000 142,763
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 75 - 2024-03-31 1,690,528 $384,916,000 -99,086
   DEUTSCHE BANK AG 118 - 2023-12-31 2,017,096 $377,883,000 47,697
   HSBC HOLDINGS PLC 52 - 2023-12-31 1,981,954 $371,251,000 383,807
   AMUNDI 140 - 2023-12-31 1,987,468 $371,199,000 -33,741
   Swiss National Bank 65 - 2023-12-31 1,957,479 $366,714,000 -74,500
   ROYAL BANK OF CANADA 206 - 2023-12-31 1,916,658 $359,067,000 159,420
   SUSTAINABLE GROWTH ADVISERS LP 29 - 2023-12-31 1,769,299 $331,460,000 -9,629
   Boston Partners 80 - 2023-12-31 1,742,009 $326,165,000 328,931
   SMEAD CAPITAL MANAGEMENT INC 7 - 2023-12-31 1,682,262 $315,155,000 -75,946
   WELLS FARGO & CO/MN 220 - 2023-12-31 1,543,243 $289,111,000 -39,621
   Pictet Asset Management Holding SA 99 - 2023-12-31 1,376,895 $257,948,000 220,854
   Maj Invest Holding A/S 4 - 2024-03-31 1,089,992 $248,181,000 -131,901
   AMERICAN CENTURY COMPANIES INC 120 - 2023-12-31 1,305,883 $244,644,000 181,204
   CREDIT SUISSE/ 79 - 2023-12-31 1,264,781 $236,944,000 -46,603
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM - 2024-03-31 1,039,843 $236,762,000 -29,249
   BARROW HANLEY MEWHINNEY & STRAUSS INC 45 - 2023-12-31 1,261,041 $236,243,000 -62,322
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 1,026,341 $233,688,000 369,533
   Holocene Advisors LP 25 - 2023-12-31 1,218,713 $228,314,000 -172,635
   D E SHAW & CO INC 50 - 2023-12-31 1,200,033 $224,814,000 -95,859
   CLEARBRIDGE ADVISORS LLC 127 - 2023-12-31 1,195,120 $223,894,000 -27,065
   Standard Life Aberdeen plc 36 - 2023-12-31 1,192,011 $223,311,000 -498,893
   RHUMBLINE ADVISERS 76 - 2023-12-31 1,180,530 $221,160,000 -16,854
   CI Private Wealth LLC 50 - 2023-12-31 1,178,087 $220,703,000 21,528
   BANK OF MONTREAL /CAN/ 147 - 2023-12-31 1,172,891 $220,415,000 346,007
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 29 - 2023-12-31 1,173,817 $219,903,000 -5,100
   FIRST TRUST ADVISORS LP 137 - 2023-12-31 1,109,206 $207,799,000 -492,067
   PICTET ASSET MANAGEMENT SA 115 - 2023-06-30 1,186,601 $206,706,000 -438,037
   PNC FINANCIAL SERVICES GROUP INC 108 - 2023-12-31 1,047,319 $196,205,000 -11,538
   SCHRODER INVESTMENT MANAGEMENT GROUP 78 - 2023-12-31 1,033,896 $193,690,000 -24,819
   Troy Asset Management Ltd 6 - 2024-03-31 844,856 $192,365,000 -27,373
   National Pension Service 75 - 2023-12-31 1,022,817 $191,615,000 20,518
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 71 - 2023-12-31 998,538 $187,066,000 2,987
   TIMUCUAN ASSET MANAGEMENT INC/FL 7 - 2023-12-31 977,802 $183,181,000 -14,873
   NATIXIS ASSET MANAGEMENT ADVISORS LP 48 - 2024-03-31 796,914 $181,449,000 44,601
   EPOCH INVESTMENT PARTNERS INC. 19 - 2023-12-31 959,573 $179,766,000 309,241
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 70 - 2023-12-31 920,204 $171,452,000 36,372
   DAVIS SELECTED ADVISERS 23 - 2023-12-31 903,491 $169,261,000 -28,809
   J O HAMBRO INVESTMENT MANAGEMENT LTD 10 - 2023-12-31 896,554 $167,965,000 24,597
   Canoe Financial LP 3 - 2023-12-31 887,649 $166,292,000 392,269
   AXA 37 - 2023-12-31 873,325 $163,609,000 -472,555
   STATE OF WISCONSIN INVESTMENT BOARD 32 - 2023-12-31 873,266 $163,598,000 -20,469
   FRANKLIN RESOURCES INC 280 - 2023-12-31 862,093 $161,505,000 -46,343
   NATIONAL BANK OF CANADA /FI/ 75 - 2023-12-31 832,949 $156,846,000 333,609
   NEW YORK STATE COMMON RETIREMENT FUND 93 - 2023-12-31 826,855 $154,903,000 -88,082
   GABELLI FUNDS LLC 5 - 2023-12-31 800,050 $149,881,000 -34,358
   RAYMOND JAMES & ASSOCIATES 180 - 2024-03-31 653,725 $148,847,000 5,780
   PRUDENTIAL FINANCIAL INC 88 - 2023-12-31 789,919 $146,243,000 245,598
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 638,928 $145,478,000 -5,191
   CANADA PENSION PLAN INVESTMENT BOARD 136 - 2023-12-31 767,730 $143,827,000 19,113
   Douglas Lane & Associates LLC 6 - 2024-03-31 616,314 $140,328,000 -16,008
   KBC GROUP NV 41 - 2023-12-31 733,470 $137,409,000 144,721
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 588,031 $133,889,000 -105,227
   BLAIR WILLIAM & CO/IL 56 - 2023-12-31 711,000 $133,199,000 314
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 64 - 2024-03-31 583,198 $132,788,000 -16,295
   ENVESTNET ASSET MANAGEMENT INC 333 - 2023-12-31 698,087 $130,780,000 32,060
   KING LUTHER CAPITAL MANAGEMENT CORP 47 - 2023-12-31 684,602 $128,253,000 22,652
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 51 - 2024-03-31 560,539 $127,629,000 367,278
   ING INVESTMENT MANAGEMENT LLC 147 - 2023-12-31 675,196 $126,491,000 368,505
   Kovitz Investment Group Partners LLC 15 - 2023-12-31 674,381 $126,339,000 6,687
   CI INVESTMENTS INC 41 - 2023-12-31 673,452 $126,165,000 -9,947
   GAMCO INVESTORS INC ET AL 8 - 2023-12-31 631,620 $118,328,000 -21,734
   MACQUARIE GROUP LTD 205 - 2023-12-31 629,914 $118,008,000 -26,830
   KOREA INVESTMENT CORP 65 - 2023-12-31 626,623 $117,392,000 46,914
  100 Records found
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