AXP · American Express Co · Shareholders & Ownership

$312.40 -0.82 (-0.26%)

S&P 500 member Russell 1000 member Dow 30 member Rebalance outlook locked

Market Cap

$210.03B

670.55M

Volume · Oct 26 1.14M Avg daily vol (3M) 2.97M

Every disclosed holder of AXP in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AXP

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	2,993	576,621,774	85.99%	Yes
Insiders (Forms 3, 4, 5)	19	769,420	0.11%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	93,160,824	13.89%	Rest
Registered funds (N-PORT, not summed)	1,023	144,652,534	21.57%	No

Shares outstanding: 670,552,018, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AXP

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Berkshire Hathaway Inc 13F CIK 1067983 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	151,610,700	22.61%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	42,006,392	6.26%	+96,083	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	7,320,304	1.09%	+432,734	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	840,567	0.13%	+7,009	Jun 30, 2026	iShares Trust, not summed
2.3	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	764,022	0.11%	-1,293	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	685,452	0.10%	+11,671	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	603,031	0.09%	+93,645	Jul 31, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,215,521	5.25%	+2,205,306	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	29,095,803	4.34%	-131,918	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	3,599,680	0.54%	-28,620	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,268,994	0.19%	+142,751	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	540,232	0.08%	+17,144	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	207,189	0.03%	+5,147	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	202,292	0.03%	+4,960	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	20,459,941	3.05%	+51,618	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	17,328,250	2.58%	+2,064,962	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,019,549	2.09%	-146,925	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	13,791,471	2.06%	+182,605	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	13,121,109	1.96%	+312,357	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,756	0.00%	-176	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
9.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,112	0.00%	+114	Jul 31, 2026	E Trade Trust, not summed
9.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	821	0.00%	+165	Jul 31, 2026	E Trade Trust, not summed
9.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	232	0.00%	-29	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
10	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,426,671	1.41%	+176,298	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,739,519	1.30%	+786,964	Jun 30, 2026	carried, not yet filed for the newest quarter
12	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	7,985,867	1.19%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
13	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,969,555	1.19%	+614,981	Jun 30, 2026	carried, not yet filed for the newest quarter
14	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,005,840	1.04%	+13,100	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	1,206,359	0.18%	-9,630	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
14.2	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	1,027,865	0.15%	-39,513	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
14.3	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	473,262	0.07%	+15,953	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
14.4	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	326,601	0.05%	-7,580	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
14.5	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	102,570	0.02%	-4,331	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
15	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,198,664	0.92%	-94,004	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	158,239	0.02%	+47	Jun 30, 2026	Northern Funds, not summed
15.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,806	0.00%	-748	Jun 30, 2026	Northern Funds, not summed
15.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	15,010	0.00%	+534	Jul 31, 2026	FlexShares Trust, not summed
15.4	FlexShares ESG & Climate US Large Cap Core Index Fund Fund S000073358 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	110	0.00%	-61	Jul 31, 2026	FlexShares Trust, not summed
16	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,007,554	0.90%	-3,257,444	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	6,853,560	1.02%	+15,692	May 31, 2026	Fidelity Concord Street Trust, not summed
16.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	2,093,958	0.31%	-259,483	Jun 30, 2026	Fidelity Contrafund, not summed
16.3	Fidelity SAI U.S. Quality Index Fund Fund S000051137 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,855,360	0.28%	+214,369	Jul 31, 2026	Fidelity Salem Street Trust, not summed
16.4	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,011,985	0.15%	+7,493	May 31, 2026	Fidelity Concord Street Trust, not summed
16.5	Fidelity Series Total Market Index Fund Fund S000065248 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	817,595	0.12%	+22,145	May 31, 2026	Fidelity Concord Street Trust, not summed
17	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,963,599	0.89%	+272,927	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	5,196,761	0.78%	+751,312	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,189,802	0.77%	-400,979	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	1,231,342	0.18%	-267,538	Jun 30, 2026	College Retirement Equities Fund, not summed
19.2	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	724,665	0.11%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
19.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	442,086	0.07%	-11,295	Jul 31, 2026	TIAA-CREF Funds, not summed
19.4	College Retirement Equities Fund - Responsible Balanced Account Fund S000005086 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	287,391	0.04%	-13,163	Jun 30, 2026	College Retirement Equities Fund, not summed
19.5	Nuveen Large Cap Value Fund Fund S000005383 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	284,267	0.04%	-4,771	Jul 31, 2026	TIAA-CREF Funds, not summed
20	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,120,864	0.76%	+150,276	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	97,927	0.01%	-17,927	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	56,699	0.01%	+4,699	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
20.3	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	40,944	0.01%	+15,839	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
20.4	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,733	0.00%	-1,126	May 31, 2026	Goldman Sachs ETF Trust, not summed
20.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	26,492	0.00%	+5,227	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,053,409	0.75%	-193,996	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	38,880	0.01%	-1,340	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
21.2	UBS US Dividend Ruler Fund Fund S000068969 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	19,568	0.00%	0	Jun 30, 2026	UBS FUNDS, not summed
21.3	PACE Large Co Growth Equity Investments Fund S000002972 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	587	0.00%	—	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
21.4	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	407	0.00%	-47	May 31, 2026	UBS INVESTMENT TRUST, not summed
21.5	PACE Alternative Strategies Investments Fund S000006035 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	187	0.00%	+84	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
22	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,521,044	0.67%	-72,839	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Artisan Global Value Fund Fund S000019611 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	364,992	0.05%	-6,835	Jun 30, 2026	Artisan Partners Funds Inc., not summed
22.2	Artisan Select Equity Fund Fund S000067908 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	13,497	0.00%	-336	Jun 30, 2026	Artisan Partners Funds Inc., not summed
23	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,467,904	0.67%	-599,751	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	2,840,352	0.42%	-522,428	May 31, 2026	MFS SERIES TRUST I, not summed
23.2	MFS Value Series Fund S000002672 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	104,451	0.02%	-9,882	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
23.3	MFS Global Equity Fund Fund S000002468 · Registered fund · Jul 31, 2026 MFS Series Trust VI, not summed	59,516	0.01%	-6,267	Jul 31, 2026	MFS Series Trust VI, not summed
23.4	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	49,294	0.01%	—	May 31, 2026	MFS SERIES TRUST I, not summed
23.5	MFS Equity Income Fund Fund S000038342 · Registered fund · Jul 31, 2026 MFS SERIES TRUST VII, not summed	35,572	0.01%	+3,438	Jul 31, 2026	MFS SERIES TRUST VII, not summed
24	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 13F CIK 1694217 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,373,205	0.65%	-29,634	Jun 30, 2026	carried, not yet filed for the newest quarter
25	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,082,851	0.61%	-483,398	Jun 30, 2026	carried, not yet filed for the newest quarter
26	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,888,106	0.58%	+16,958	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,188,741	0.18%	+619	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	569,067	0.08%	+15,500	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	322,436	0.05%	+5,905	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
26.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	317,525	0.05%	+5,008	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
26.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	269,956	0.04%	-13,390	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,736,251	0.56%	-116,966	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	45,672	0.01%	-447	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,364,536	0.50%	-311,628	Jun 30, 2026	carried, not yet filed for the newest quarter
29	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,219,942	0.48%	-965,037	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	7,127	0.00%	-11,160	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,019,440	0.45%	+22,689	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	2,889,232	0.43%	-130,306	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
32	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,853,697	0.43%	+142,095	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	389,747	0.06%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	367,628	0.05%	+22,414	Jul 31, 2026	Dimensional ETF Trust, not summed
32.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	334,085	0.05%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
32.4	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	195,813	0.03%	+24,422	Jul 31, 2026	Dimensional ETF Trust, not summed
32.5	Dimensional U.S. Equity Market ETF Fund S000070902 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	160,868	0.02%	-1,907	Jul 31, 2026	Dimensional ETF Trust, not summed
33	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,847,449	0.42%	-473,036	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	595,285	0.09%	+44,051	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
33.2	Invesco Main Street Fund Fund S000064632 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	419,195	0.06%	+15,583	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
33.3	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	117,023	0.02%	+27,893	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
33.4	Invesco Charter Fund Fund S000000277 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	116,313	0.02%	+10,494	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
33.5	Invesco Rising Dividends Fund Fund S000064633 · Registered fund · Jul 31, 2026 AIM Equity Funds (Invesco Equity Funds), not summed	109,214	0.02%	0	Jul 31, 2026	AIM Equity Funds (Invesco Equity Funds), not summed
34	Rothschild & Co Wealth Management UK Ltd 13F CIK 1784260 · Registered investment adviser · Sep 30, 2026	2,818,668	0.42%	-19,552	Sep 30, 2026
35	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,743,385	0.41%	+40,056	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	38,099	0.01%	+1,211	Aug 31, 2026	DBX ETF Trust, not summed
35.2	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	32,041	0.00%	-8,423	May 29, 2026	DBX ETF Trust, not summed
35.3	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	16,519	0.00%	-735	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
35.4	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	14,357	0.00%	-184	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
35.5	Xtrackers S&P 100 Ex Top 20 ETF Fund S000077074 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	9,293	0.00%	+875	Aug 31, 2026	DBX ETF Trust, not summed
36	NORDEA INVESTMENT MANAGEMENT AB 13F CIK 1218210 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,610,019	0.39%	+66,057	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,539,954	0.38%	+218,256	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Capital Wealth Planning, LLC 13F CIK 1566728 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,407,310	0.36%	-222,538	Jun 30, 2026	carried, not yet filed for the newest quarter
39	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,394,292	0.36%	-819,663	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Columbia Dividend Income Fund Fund S000012079 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	953,809	0.14%	-9,176	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
39.2	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	108,171	0.02%	+853	May 31, 2026	Columbia Funds Series Trust II, not summed
39.3	Variable Portfolio - Partners Core Equity Fund Fund S000019859 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	107,177	0.02%	-5,365	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
39.4	Columbia Large Cap Index Fund Fund S000010825 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	25,108	0.00%	-2,072	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
39.5	Columbia U.S. Equity Income ETF Fund S000053879 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	21,897	0.00%	+1,225	Jul 31, 2026	Columbia ETF Trust I, not summed
40	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,382,750	0.36%	+67,841	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Janus Henderson VIT Balanced Portfolio Fund S000010394 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	307,571	0.05%	+946	Jun 30, 2026	Janus Aspen Series, not summed
41	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,355,244	0.35%	-136,512	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JPMorgan U.S. Equity Fund Fund S000001447 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	2,336,132	0.35%	-171,244	Jun 30, 2026	JPMorgan Trust I, not summed
43	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,312,355	0.34%	+256,194	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,094,222	0.31%	-745,035	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,850,570	0.28%	+109,914	Jun 30, 2026	carried, not yet filed for the newest quarter
46	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	1,834,943	0.27%	+17,087	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
47	JPMorgan Equity Income Fund Fund S000003846 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	1,780,748	0.27%	-132,528	Jun 30, 2026	JPMorgan Trust II, not summed
48	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,778,857	0.27%	+213,292	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Mitsubishi UFJ Asset Management Co., Ltd. 13F CIK 1466546 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,712,074	0.26%	+49,763	Jun 30, 2026	carried, not yet filed for the newest quarter
50	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,680,147	0.25%	+17,519	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	1,190,268	0.18%	0	Jul 31, 2026	First Eagle Funds, not summed
50.2	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	54,483	0.01%	0	Jul 31, 2026	First Eagle Funds, not summed

219 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 3,399 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 4962 CUSIP 025816109 13F (30d) 919 filings 880 filers Visit website Investor relations