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Get Institutions for : 
American Express Co (AXP)  
$245.89 5.71 (2.38%) as of 4:30 Fri 7/26


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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 : 
 $188.31  
Last Quarter's Ending Price : 
 $227.69  
Last Quarter's Average Price : 
 $207.36  
Change from last quarter's     
avg. price to the last closing  : 
38.53 (18.58%)  




 
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
161,401,951
 26.46%
 
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 period: 12-31-2023 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 - 2024-03-31 151,610,700 $34,520,240,000 0
   VANGUARD GROUP INC 83 - 2024-03-31 45,153,718 $10,281,050,000 -1,493,133
   BLACKROCK INC. 71 - 2024-03-31 43,068,975 $9,806,375,000 -1,046,301
   STATE STREET CORP 60 - 2024-03-31 29,575,170 $6,733,970,000 -119,583
   WELLINGTON MANAGEMENT CO LLP 15 - 2024-03-31 22,020,862 $5,013,930,000 4,164,804
   J P MORGAN CHASE & CO 68 - 2024-03-31 16,110,223 $3,668,137,000 -241,217
   MORGAN STANLEY 70 - 2024-03-31 13,286,899 $3,025,295,000 -296,770
   GEODE CAPITAL MANAGEMENT LLC 71 - 2024-03-31 11,229,493 $2,549,160,000 307,049
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 34 - 2024-03-31 9,755,555 $2,221,242,000 -746,964
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 28 - 2024-03-31 9,212,356 $2,097,562,000 -565,933
   PRICE T ROWE ASSOCIATES INC /MD/ 87 - 2024-03-31 8,447,441 $1,923,399,000 662,382
   FMR LLC 133 - 2024-03-31 8,105,367 $1,845,511,000 1,722,793
   NUVEEN ASSET MANAGEMENT, LLC 31 - 2024-03-31 6,888,198 $1,568,385,000 -95,552
   NORTHERN TRUST CORP 69 - 2024-03-31 6,225,667 $1,417,522,000 -360,518
   INVESCO LTD 52 - 2024-03-31 5,555,687 $1,264,974,000 -384,778
   LEGAL & GENERAL GROUP PLC 62 - 2024-03-31 5,124,818 $1,166,870,000 -148,116
   NORGES BANK 99 - 2023-12-31 5,939,718 $1,112,747,000 -229,849
   ARTISAN PARTNERS LIMITED PARTNERSHIP 13 - 2024-03-31 4,846,409 $1,103,479,000 -8,802
   BANK OF NEW YORK MELLON CORP 95 - 2024-03-31 4,809,725 $1,095,126,000 -247,908
   JANUS HENDERSON GROUP PLC 38 - 2024-03-31 4,163,073 $947,889,000 -68,526
   GOLDMAN SACHS GROUP INC/ 89 - 2024-03-31 4,106,480 $935,005,000 288,923
   LAZARD ASSET MANAGEMENT LLC 16 - 2024-03-31 4,075,388 $927,923,000 -844,258
   HARRIS ASSOCIATES L P 24 - 2024-03-31 3,984,143 $907,150,000 -1,024,083
   BANK OF AMERICA CORP /DE/ 224 - 2024-03-31 3,963,479 $902,445,000 -8,362,074
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 86 - 2024-03-31 3,892,166 $878,953,000 52,890
   BARCLAYS PLC 48 - 2024-03-31 3,680,266 $837,957,000 993,594
   Rothschild & Co Wealth Management UK Ltd 2 - 2024-03-31 3,576,277 $814,283,000 12,248
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 67 - 2024-03-31 3,439,869 $783,224,000 -254,491
   LONGVIEW PARTNERS (GUERNSEY) LTD 6 - 2024-03-31 3,159,749 $719,443,000 -89,600
   DIMENSIONAL FUND ADVISORS INC 77 - 2024-03-31 2,943,662 $670,243,000 -23,628
   UBS Group AG 101 - 2024-03-31 2,782,499 $633,547,000 499,143
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 27 - 2024-03-31 2,604,950 $593,121,000 3,740
   TD ASSET MANAGEMENT INC 40 - 2024-03-31 2,595,370 $590,940,000 195,876
   HSBC HOLDINGS PLC 42 - 2024-03-31 2,365,299 $538,544,000 383,345
   AMERIPRISE FINANCIAL INC 161 - 2024-03-31 2,277,020 $508,744,000 -124,985
   Boston Partners 56 - 2024-03-31 2,129,175 $485,525,000 387,166
   AMUNDI 120 - 2024-03-31 2,120,130 $461,128,000 132,662
   DEUTSCHE BANK AG 100 - 2024-03-31 1,993,570 $453,916,000 -23,526
   Alphinity Investment Management Pty Ltd 14 *New 2024-03-31 1,904,823 $433,709,000 1,904,823
   ALLIANCEBERNSTEIN L.P. 126 - 2024-03-31 1,867,233 $425,150,000 -1,608,112
   NORDEA INVESTMENT MANAGEMENT AB 52 - 2024-03-31 1,798,742 $408,494,000 224,079
   ROYAL BANK OF CANADA 193 - 2024-03-31 1,785,746 $406,596,000 -130,912
   SMEAD CAPITAL MANAGEMENT INC 4 - 2024-03-31 1,760,843 $400,926,000 78,581
   Swiss National Bank 60 - 2024-03-31 1,745,979 $397,542,000 -211,500
   D E SHAW & CO INC 30 - 2024-03-31 1,736,133 $395,300,000 536,100
   SUSTAINABLE GROWTH ADVISERS LP 28 - 2024-03-31 1,709,268 $389,183,000 -60,031
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 71 - 2024-06-30 1,675,283 $387,912,000 -15,245
   WELLS FARGO & CO/MN 195 - 2024-03-31 1,661,443 $378,294,000 118,200
   BEUTEL GOODMAN & CO LTD 29 - 2024-03-31 1,399,340 $318,615,000 -668,518
   Pictet Asset Management Holding SA 75 - 2024-03-31 1,362,325 $310,192,000 -14,570
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 28 - 2024-03-31 1,267,779 $288,661,000 93,962
   AMERICAN CENTURY COMPANIES INC 97 - 2024-03-31 1,251,356 $284,921,000 -54,527
   Standard Life Aberdeen plc 30 - 2024-03-31 1,237,315 $281,724,000 45,304
   SCHRODER INVESTMENT MANAGEMENT GROUP 58 - 2024-03-31 1,203,151 $273,945,000 169,255
   BARROW HANLEY MEWHINNEY & STRAUSS INC 41 - 2024-03-31 1,196,935 $272,530,000 -64,106
   RHUMBLINE ADVISERS 62 - 2024-03-31 1,167,679 $265,869,000 -12,851
   CREDIT SUISSE/ 70 - 2024-03-31 1,147,824 $261,348,000 -116,957
   CI Private Wealth LLC 44 - 2024-03-31 1,114,710 $253,801,000 -63,377
   KBC GROUP NV 18 - 2024-06-30 1,093,883 $253,288,000 -77,226
   PNC FINANCIAL SERVICES GROUP INC 93 - 2024-03-31 1,102,605 $251,052,000 55,286
   FIRST TRUST ADVISORS LP 115 - 2024-03-31 1,099,227 $250,283,000 -9,979
   Maj Invest Holding A/S 2 - 2024-06-30 1,035,755 $239,829,000 -54,237
   EPOCH INVESTMENT PARTNERS INC. 10 - 2024-03-31 1,046,904 $238,370,000 87,331
   BANK OF MONTREAL /CAN/ 144 - 2024-03-31 1,041,285 $237,246,000 -131,606
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 125 - 2024-03-31 1,039,843 $236,762,000 -29,249
   BNP PARIBAS ARBITRAGE SA 72 - 2024-03-31 1,026,341 $233,688,000 369,533
   National Pension Service 67 - 2024-03-31 1,022,225 $232,750,000 -592
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 63 - 2024-03-31 1,019,004 $232,017,000 98,800
   JANE STREET GROUP LLC 56 - 2024-03-31 994,795 $226,505,000 824,460
   TIMUCUAN ASSET MANAGEMENT INC/FL 6 - 2024-03-31 993,600 $226,233,000 15,798
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 64 - 2024-03-31 952,694 $216,919,000 -45,844
   CITADEL ADVISORS LLC 93 - 2024-03-31 921,320 $209,775,000 461,812
   PICTET ASSET MANAGEMENT SA 115 - 2023-06-30 1,186,601 $206,706,000 -438,037
   FRANKLIN RESOURCES INC 275 - 2024-03-31 898,053 $204,478,000 35,960
   J O HAMBRO INVESTMENT MANAGEMENT LTD 8 - 2024-03-31 890,675 $202,793,000 -5,879
   Canoe Financial LP 5 - 2024-03-31 879,800 $200,322,000 -7,849
   AXA 32 - 2024-03-31 867,796 $197,588,000 -5,529
   Troy Asset Management Ltd 6 - 2024-03-31 844,856 $192,365,000 -27,373
   CLEARBRIDGE ADVISORS LLC 149 - 2024-03-31 831,031 $189,217,000 -364,089
   MILLENNIUM MANAGEMENT LLC 116 - 2024-03-31 828,216 $188,577,000 559,108
   NEW YORK STATE COMMON RETIREMENT FUND 76 - 2024-03-31 824,490 $187,728,000 -2,365
   BNP Paribas Investment Partners S.A. 45 - 2024-03-31 816,322 $185,869,000 476,543
   NATIXIS ASSET MANAGEMENT ADVISORS LP 48 - 2024-03-31 796,914 $181,449,000 44,601
   DAVIS SELECTED ADVISERS 23 - 2024-03-31 766,345 $174,489,000 -137,146
   GABELLI FUNDS LLC 5 - 2024-03-31 751,300 $171,063,000 -48,750
   BLAIR WILLIAM & CO/IL 49 - 2024-03-31 729,402 $166,077,000 18,402
   ENVESTNET ASSET MANAGEMENT INC 302 - 2024-03-31 703,140 $160,098,000 5,053
   RAYMOND JAMES & ASSOCIATES 174 - 2024-06-30 674,574 $156,197,000 20,849
   CANADA PENSION PLAN INVESTMENT BOARD 136 - 2024-03-31 677,343 $154,224,000 -90,387
   Kovitz Investment Group Partners LLC 12 - 2024-03-31 675,079 $153,709,000 698
   KING LUTHER CAPITAL MANAGEMENT CORP 46 - 2024-03-31 674,749 $153,634,000 -9,853
   PRINCIPAL FINANCIAL GROUP INC 200 - 2024-03-31 638,928 $145,478,000 -5,191
   MACQUARIE GROUP LTD 163 - 2024-03-31 723,878 $142,068,000 93,964
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 99 - 2024-03-31 612,096 $139,370,000 537,696
   GAMCO INVESTORS INC ET AL 7 - 2024-03-31 607,388 $138,296,000 -24,232
   KOREA INVESTMENT CORP 55 - 2024-03-31 590,288 $134,403,000 -36,335
   VICTORY CAPITAL MANAGEMENT INC 173 - 2024-03-31 588,031 $133,889,000 -105,227
   Douglas Lane & Associates LLC 6 - 2024-06-30 576,989 $133,602,000 -39,325
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 64 - 2024-03-31 583,198 $132,788,000 -16,295
   STATE OF WISCONSIN INVESTMENT BOARD 49 - 2024-03-31 563,201 $128,235,000 -310,065
  100 Records found
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