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AMERICAN EXPRESS CO
AMERICAN EXPRESS CO. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 1,223 Institutional holders with a total value of $84,394,562,699.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC 151,610,700 14,383,308,000 17.04%
2 Capital World Investors 65,003,860 6,166,916,000 7.31%
3 VANGUARD GROUP INC 49,975,231 4,741,151,000 5.62%
4 STATE STREET CORP 42,472,049 4,029,342,000 4.77%
5 FMR LLC 31,963,543 3,032,381,000 3.59%
6 DAVIS SELECTED ADVISERS 25,616,662 2,430,260,000 2.88%
7 PRICE T ROWE ASSOCIATES INC /MD/ 24,051,896 2,281,803,000 2.70%
8 BlackRock Institutional Trust Company, N.A. 23,812,632 2,259,104,000 2.68%
9 BARROW HANLEY MEWHINNEY & STRAUSS LLC 19,182,429 1,819,837,000 2.16%
10 NORTHERN TRUST CORP 15,569,399 1,477,068,000 1.75%
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 14,497,159 1,375,344,000 1.63%
12 ALLIANCEBERNSTEIN L.P. 13,985,008 1,326,758,000 1.57%
13 Bank of New York Mellon Corp 13,009,138 1,234,176,000 1.46%
14 Fisher Asset Management, LLC 11,381,952 1,079,806,000 1.28%
15 WELLS FARGO & COMPANY/MN 11,134,739 1,056,352,000 1.25%
16 BlackRock Fund Advisors 9,086,984 862,082,000 1.02%
17 BANK OF AMERICA CORP /DE/ 8,031,360 761,935,000 0.90%
18 BLACKROCK ADVISORS LLC 7,851,243 744,847,000 0.88%
19 NORGES BANK 7,830,146 742,845,000 0.88%
20 First Eagle Investment Management, LLC 7,744,938 734,762,000 0.87%
21 JANUS HENDERSON INVESTORS US LLC 7,696,923 730,217,000 0.87%
22 FIDUCIARY MANAGEMENT INC /WI/ 7,431,541 705,030,000 0.84%
23 BlackRock Group LTD 7,358,196 698,072,000 0.83%
24 Neuberger Berman Group LLC 6,764,328 641,732,000 0.76%
25 GEODE CAPITAL MANAGEMENT, LLC 6,665,788 632,001,000 0.75%
26 Ignis Investment Services Ltd 572,828 543,786,000 0.64%
27 TIAA CREF INVESTMENT MANAGEMENT LLC 5,637,259 534,807,000 0.63%
28 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 5,440,793 516,167,000 0.61%
29 Winslow Capital Management, LLC 4,427,317 420,020,000 0.50%
30 MORGAN STANLEY 4,382,567 415,773,000 0.49%
31 LAZARD ASSET MANAGEMENT LLC 4,237,512 402,011,000 0.48%
32 Artisan Partners Limited Partnership 4,202,101 398,653,000 0.47%
33 Clearbridge Investments, LLC 4,137,724 392,546,000 0.47%
34 AMERICAN CENTURY COMPANIES INC 4,113,285 390,227,000 0.46%
35 BAILLIE GIFFORD & CO 4,053,967 384,599,000 0.46%
36 Legal & General Group Plc 3,893,008 369,330,000 0.44%
37 AMERIPRISE FINANCIAL INC 3,735,981 354,411,000 0.42%
38 DEUTSCHE BANK AG\ 3,680,014 349,116,000 0.41%
39 MONTAG & CALDWELL, LLC 3,677,706 348,904,000 0.41%
40 WELLINGTON MANAGEMENT GROUP LLP 3,508,449 332,846,000 0.39%
41 Magellan Asset Management Ltd 3,475,021 329,675,000 0.39%
42 MANAGED ACCOUNT ADVISORS LLC 3,289,811 312,104,000 0.37%
43 GAMCO INVESTORS, INC. ET AL 3,246,676 308,012,000 0.36%
44 JPMORGAN CHASE & CO 3,226,992 306,145,000 0.36%
45 BlackRock Investment Management, LLC 3,113,223 295,351,000 0.35%
46 PNC FINANCIAL SERVICES GROUP, INC. 3,110,305 295,075,000 0.35%
47 Invesco Ltd. 3,039,000 288,310,000 0.34%
48 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 3,008,520 285,418,000 0.34%
49 EATON VANCE MANAGEMENT 3,007,413 285,314,000 0.34%
50 LOOMIS SAYLES & CO L P 3,004,765 285,062,000 0.34%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.