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

Institutional Holders (2016Q1)
Portfolio Summary: 1,223 Institutional holders with a total value of $50,124,901,877.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC 151,610,700 9,308,898,000 18.57%
2 VANGUARD GROUP INC 47,448,523 2,913,340,000 5.81%
3 STATE STREET CORP 37,838,722 2,323,302,000 4.64%
4 DODGE & COX 26,360,258 1,618,520,000 3.23%
5 WELLINGTON MANAGEMENT GROUP LLP 24,632,717 1,512,449,000 3.02%
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 22,240,933 1,365,593,000 2.72%
7 BlackRock Institutional Trust Company, N.A. 21,396,638 1,313,754,000 2.62%
8 BARROW HANLEY MEWHINNEY & STRAUSS LLC 20,709,642 1,271,572,000 2.54%
9 First Eagle Investment Management, LLC 15,560,623 955,422,000 1.91%
10 DAVIS SELECTED ADVISERS 14,167,186 869,865,000 1.74%
11 PRICE T ROWE ASSOCIATES INC /MD/ 12,561,409 771,271,000 1.54%
12 Fisher Asset Management, LLC 11,829,092 735,060,000 1.47%
13 NORTHERN TRUST CORP 11,860,456 728,232,000 1.45%
14 Bank of New York Mellon Corp 11,132,766 683,552,000 1.36%
15 Invesco Ltd. 10,214,693 627,183,000 1.25%
16 BlackRock Fund Advisors 9,240,013 567,337,000 1.13%
17 GOLDMAN SACHS GROUP INC 8,536,246 524,126,000 1.05%
18 NORGES BANK 7,204,099 442,331,000 0.88%
19 GEODE CAPITAL MANAGEMENT, LLC 7,043,508 431,641,000 0.86%
20 Veritas Asset Management LLP 6,973,397 428,167,000 0.85%
21 MORGAN STANLEY 6,926,487 425,287,000 0.85%
22 JANUS HENDERSON INVESTORS US LLC 6,907,796 424,154,000 0.85%
23 BlackRock Group LTD 6,334,381 388,930,000 0.78%
24 BANK OF AMERICA CORP /DE/ 5,880,779 361,080,000 0.72%
25 FIDUCIARY MANAGEMENT INC /WI/ 5,877,224 360,862,000 0.72%
26 First Pacific Advisors, LP 5,660,028 347,526,000 0.69%
27 FRANKLIN RESOURCES INC 5,345,813 328,233,000 0.65%
28 Grantham, Mayo, Van Otterloo & Co. LLC 5,200,367 319,303,000 0.64%
29 AMERIPRISE FINANCIAL INC 5,048,560 309,994,000 0.62%
30 INSTITUTIONAL CAPITAL LLC 4,960,409 304,569,000 0.61%
31 BAILLIE GIFFORD & CO 4,911,656 301,576,000 0.60%
32 Artisan Partners Limited Partnership 4,645,790 285,252,000 0.57%
33 FMR LLC 4,390,832 269,597,000 0.54%
34 Rothschild & Co Wealth Management UK Ltd 4,339,392 266,439,000 0.53%
35 D. E. Shaw & Co., Inc. 4,151,620 254,909,000 0.51%
36 Clearbridge Investments, LLC 3,830,363 235,184,000 0.47%
37 Legal & General Group Plc 3,733,314 229,212,000 0.46%
38 LOOMIS SAYLES & CO L P 3,387,214 207,975,000 0.41%
39 TIAA CREF INVESTMENT MANAGEMENT LLC 3,354,891 205,990,000 0.41%
40 Neuberger Berman Group LLC 3,248,771 199,475,000 0.40%
41 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 3,204,489 196,756,000 0.39%
42 DIMENSIONAL FUND ADVISORS LP 3,117,369 191,384,000 0.38%
43 Assured Investment Management LLC 3,087,000 189,542,000 0.38% Call
44 GOLDMAN SACHS GROUP INC 3,030,400 186,067,000 0.37% Put
45 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,056,741 184,291,000 0.37%
46 PRUDENTIAL PLC 2,995,102 183,899,000 0.37%
47 ALLIANCEBERNSTEIN L.P. 2,804,563 172,200,000 0.34%
48 STATE OF MICHIGAN RETIREMENT SYSTEM 2,800,811 171,970,000 0.34%
49 GAMCO INVESTORS, INC. ET AL 2,781,276 170,770,000 0.34%
50 WELLS FARGO & COMPANY/MN 2,710,844 166,445,000 0.33%
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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.