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

Institutional Holders (2015Q1)
Portfolio Summary: 1,323 Institutional holders with a total value of $66,295,812,760.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC 151,610,700 11,843,828,000 17.87%
2 VANGUARD GROUP INC 52,189,805 4,077,067,000 6.15%
3 Capital World Investors 47,964,860 3,747,015,000 5.65%
4 STATE STREET CORP 41,501,860 3,242,121,000 4.89%
5 BlackRock Institutional Trust Company, N.A. 23,367,719 1,825,486,000 2.75%
6 DAVIS SELECTED ADVISERS 20,841,207 1,628,115,000 2.46%
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 19,488,056 1,522,406,934 2.30%
8 BARROW HANLEY MEWHINNEY & STRAUSS LLC 18,617,244 1,454,379,000 2.19%
9 FMR LLC 17,758,631 1,387,305,000 2.09%
10 NORTHERN TRUST CORP 13,617,885 1,063,829,000 1.60%
11 First Eagle Investment Management, LLC 11,736,352 916,844,000 1.38%
12 Fisher Asset Management, LLC 11,372,034 888,383,000 1.34%
13 Bank of New York Mellon Corp 11,241,578 878,192,000 1.32%
14 BlackRock Fund Advisors 9,672,273 755,598,000 1.14%
15 PRICE T ROWE ASSOCIATES INC /MD/ 9,609,182 750,669,000 1.13%
16 Neuberger Berman Group LLC 9,385,242 733,175,000 1.11%
17 MORGAN STANLEY 8,965,419 700,378,000 1.06%
18 NORGES BANK 7,765,674 606,655,000 0.92%
19 WELLS FARGO & COMPANY/MN 7,636,662 596,577,000 0.90%
20 JANUS HENDERSON INVESTORS US LLC 7,413,817 579,188,000 0.87%
21 BlackRock Group LTD 7,402,238 578,263,000 0.87%
22 FIDUCIARY MANAGEMENT INC /WI/ 6,991,653 546,188,000 0.82%
23 GEODE CAPITAL MANAGEMENT, LLC 6,959,269 542,809,000 0.82%
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,398,400 421,723,000 0.64% Put
25 BLACKROCK ADVISORS LLC 5,384,826 420,662,000 0.63%
26 AMERIPRISE FINANCIAL INC 5,240,780 409,404,000 0.62%
27 BANK OF AMERICA CORP /DE/ 4,901,520 382,907,000 0.58%
28 Clearbridge Investments, LLC 4,475,789 349,649,000 0.53%
29 BAILLIE GIFFORD & CO 4,418,996 345,212,000 0.52%
30 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4,322,154 337,646,000 0.51%
31 TIAA CREF INVESTMENT MANAGEMENT LLC 4,261,905 332,940,000 0.50%
32 Artisan Partners Limited Partnership 4,240,584 331,274,000 0.50%
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,849,300 300,707,000 0.45% Call
34 DEUTSCHE BANK AG\ 3,678,312 287,342,000 0.43%
35 Legal & General Group Plc 3,597,898 281,065,000 0.42%
36 GOLDMAN SACHS GROUP INC 3,512,700 274,411,000 0.41%
37 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,488,217 272,499,000 0.41%
38 Invesco Ltd. 3,413,486 266,662,000 0.40%
39 Veritas Asset Management LLP 3,339,900 260,913,000 0.39%
40 GAMCO INVESTORS, INC. ET AL 3,138,729 245,198,000 0.37%
41 ALLIANCEBERNSTEIN L.P. 3,091,779 241,530,000 0.36%
42 LAZARD ASSET MANAGEMENT LLC 2,998,878 234,270,000 0.35%
43 VIKING GLOBAL INVESTORS LP 2,973,038 232,254,000 0.35%
44 BlackRock Investment Management, LLC 2,901,335 226,652,000 0.34%
45 FAYEZ SAROFIM & CO 2,833,855 221,729,000 0.33%
46 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 2,619,371 215,836,000 0.33%
47 NEW YORK STATE COMMON RETIREMENT FUND 2,659,166 207,734,000 0.31%
48 LANSDOWNE PARTNERS (UK) LLP 2,627,269 205,241,000 0.31%
49 Sumitomo Mitsui Trust Group, Inc. 2,570,627 200,817,000 0.30%
50 UBS Group AG 2,543,571 198,704,000 0.30%
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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.