American Express: which funds bought and sold

Institutions that bought and sold American Express shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,423 institutions that filed 13F reports for both quarters added to or opened positions in American Express, and 1,172 cut or closed them. Together they sold a net 7.9M shares, −1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 7.6M shares (−3.4%); index fund managers were net buyers of 2.7M shares (+1.9%). 219 opened a new position and 115 sold out entirely.

Bought, Q2 2026 1,423 institutions, 219 of them new holders Sold, Q2 2026 1,172 institutions, 115 of them sold out

Net change, all compared −7.9M shares (−1.4%)

Net change, active managers −7.6M shares (−3.4%), 45 bought, 69 sold

Buyers versus sellers

institutions compared, 3,066

1,423 bought 471 1,172 sold

Active managers and hedge funds 45 bought · 69 sold · −7.6M

Index fund managers 7 bought · 5 sold · +2.7M

Other institutions 1,371 bought · 1,098 sold · −3.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Capital Management LLC Index funds	+2.2M +6.7%	35.2M	$11.9B
First Eagle Investment Management, LLC Active manager	+1.7M +102.1%	3.4M	$1.1B
Marshall Wace, LLP Hedge fund	+1.3M +1033.9%	1.4M	$483M
Vanguard Portfolio Management LLC Index funds	+787K +9.9%	8.7M	$3B
Bank Of America Corp	+615K +8.4%	8.0M	$2.7B
Morgan Stanley	+312K +2.4%	13.1M	$4.4B
Junto Capital Management LP Hedge fund	+308K New position	308K	$104M
Wells Fargo & Company	+273K +4.8%	6.0M	$2B
Boston Partners Active manager	+256K +12.5%	2.3M	$785M
Jane Street Group, LLC	+242K +152.0%	401K	$136M
Barclays PLC	+218K +9.4%	2.5M	$859M
Schroder Investment Management Group Active manager	+213K +13.6%	1.8M	$602M
Vestor Capital, LLC	+181K +22334.5%	181K	$64.1M
Fisher Asset Management, LLC Active manager	+176K +1.9%	9.4M	$3.2B
CIBC Bancorp Usa Inc.	+168K +41.0%	578K	$195M
Thorntree Capital Partners LP	+167K New position	167K	$56.4M
National Bank Of Canada	+162K +81.3%	362K	$122M
Goldman Sachs Group Inc	+150K +3.0%	5.1M	$1.7B
Dimensional Fund Advisors LP	+142K +5.2%	2.9M	$965M
Cambridge Investment Research Advisors, Inc.	+140K +119.3%	258K	$87.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+1.7M +102.1%	3.4M	$1.1B
Marshall Wace, LLP Hedge fund	+1.3M +1033.9%	1.4M	$483M
Junto Capital Management LP Hedge fund	+308K New position	308K	$104M
Boston Partners Active manager	+256K +12.5%	2.3M	$785M
Schroder Investment Management Group Active manager	+213K +13.6%	1.8M	$602M
Fisher Asset Management, LLC Active manager	+176K +1.9%	9.4M	$3.2B
Freestone Grove Partners LP Hedge fund	+93K New position	93K	$31.6M
Two Sigma Investments, LP Hedge fund	+66K +286.7%	89K	$30.1M
King Luther Capital Management Corp Active manager	+55K +9.1%	660K	$223M
American Century Companies Inc Active manager	+51K +4.2%	1.2M	$423M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−3.3M −35.2%	6.0M	$2B
Capital Research Global Investors Active manager	−2.4M −76.6%	742K	$251M
SG Americas Securities, LLC	−1.0M −51.0%	963K	$326M
Wellington Management Group LLP Active manager	−965K −23.1%	3.2M	$1.1B
Ameriprise Financial Inc	−820K −25.5%	2.4M	$810M
Qube Research & Technologies Ltd Hedge fund	−799K −97.5%	20K	$6.9M
Capital World Investors Active manager	−745K −26.2%	2.1M	$708M
Massachusetts Financial Services Co Active manager	−600K −11.8%	4.5M	$1.5B
Renaissance Technologies LLC Hedge fund	−516K −93.7%	35K	$11.7M
TD Asset Management Inc	−484K −28.5%	1.2M	$411M
UBS Group AG	−483K −10.6%	4.1M	$1.4B
Invesco Ltd.	−473K −14.2%	2.8M	$963M
Worldquant Millennium Advisors LLC Hedge fund	−430K −81.8%	96K	$32.4M
D. E. Shaw & Co., Inc. Hedge fund	−402K −20.3%	1.6M	$534M
Nuveen, LLC	−401K −7.2%	5.2M	$1.8B
Legal & General Group PLC	−312K −8.5%	3.4M	$1.1B
California Public Employees Retirement System	−293K −23.0%	980K	$332M
Pictet Asset Management Holding SA	−284K −19.6%	1.2M	$395M
Toronto Dominion Bank	−276K −49.2%	285K	$96.4M
Citigroup Inc	−275K −25.2%	816K	$276M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	−3.3M −35.2%	6.0M	$2B
Capital Research Global Investors Active manager	−2.4M −76.6%	742K	$251M
Wellington Management Group LLP Active manager	−965K −23.1%	3.2M	$1.1B
Qube Research & Technologies Ltd Hedge fund	−799K −97.5%	20K	$6.9M
Capital World Investors Active manager	−745K −26.2%	2.1M	$708M
Massachusetts Financial Services Co Active manager	−600K −11.8%	4.5M	$1.5B
Renaissance Technologies LLC Hedge fund	−516K −93.7%	35K	$11.7M
Worldquant Millennium Advisors LLC Hedge fund	−430K −81.8%	96K	$32.4M
D. E. Shaw & Co., Inc. Hedge fund	−402K −20.3%	1.6M	$534M
Millennium Management LLC Hedge fund	−262K −76.4%	81K	$27.4M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Junto Capital Management LPHedge fund	308K	$104M
Thorntree Capital Partners LP	167K	$56.4M
Freestone Grove Partners LPHedge fund	93K	$31.6M
Longbow Finance SA	47K	$16.1M
Giverny Capital Inc.Active manager	47K	$15.8M
Loews Corp	45K	$15.2M
Genoa Capital Gestora De Recursos Ltda.	39K	$13.3M
Connors Investor Services Inc	37K	$12.6M
Logan Capital Management Inc	33K	$11.1M
Caprock Group, LLC	27K	$9.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Susquehanna Portfolio Strategies, LLC	153K	$46.3M
Quadrature Capital LtdHedge fund	114K	$34.5M
Skye Global Management LPHedge fund	66K	$19.8M
North Reef Capital Management LPHedge fund	50K	$15.1M
Polar Capital Holdings PLCActive manager	45K	$13.7M
Vise Technologies, Inc.	33K	$12.2M
Jain Global LLCHedge fund	37K	$11.1M
Gillson Capital LP	36K	$11M
Ia Global Asset Management Inc.	33K	$10.1M
Susquehanna Fundamental Investments, LLC	33K	$10.1M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 2,994
Ten largest holders: 57.3%
Index fund managers: 24.8%
Active managers and hedge funds: 37.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	45	69	7	12	−7.6M	−3.4%
Index fund managers	7	5	0	0	+2.7M	+1.9%
Other institutions	1,371	1,098	212	103	−3.0M	−1.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on American Express.

Only managers that filed a holdings report for both quarters are compared (3,066 here). 95 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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