AMERICAN EXPRESS COMPANY

Zavia’s shareholder record for American Express Company lists five disclosed holders as of 4 September 2026, each an institutional asset manager or fund rather than an individual: Vanguard Group Inc, the largest recorded position at approximately 10.5%; Fidelity Concord Street Trust — Fidelity 500 Index Fund and iShares Trust — iShares Core S&P 500 ETF, each at roughly 1.5%; SPDR S&P 500 ETF Trust, at approximately 1.5%; and MFS Series Trust I — MFS Value Fund, at roughly 0.8%. These figures represent reported holdings as of that date and should not be read as a complete list of the company’s shareholder base.

American Express Company’s New York state incorporation record does not itself publish shareholder information; beneficial ownership of a New York Stock Exchange-listed company such as this is instead tracked through separate U.S. securities disclosures. Financial coverage citing such regulatory holding disclosures, including reporting on Berkshire Hathaway Inc’s position, indicates that Berkshire Hathaway held a stake of roughly 21 to 22 percent of American Express Company’s outstanding shares in early 2026 — a materially larger position than any holder in the disclosed list above. This shows that the disclosed shareholder set reflects specific reportable holdings captured at a point in time rather than an exhaustive ownership register.

No ultimate beneficial owner can be identified for American Express Company at this level, because every disclosed shareholder, including Berkshire Hathaway Inc, is itself a company rather than a natural person. Establishing a natural-person UBO would require tracing ownership through each of these holding entities in turn, which goes beyond the scope of the filings reviewed here.

Shareholder disclosure for American Express Company is best described as major-shareholders-only: institutional positions above certain reporting thresholds are visible, but the complete shareholder base of a widely held, NYSE-listed company of this size is not published in any single register. Data date: 4 September 2026 (Zavia shareholder data); retrieval date: 10 September 2026 (external verification).

The underlying officer data for American Express Company lists a broader set of roles than are summarised here, ranging from Treasurer to Vice Chairman and Chief Legal Officer. Two of these roles can be independently corroborated through American Express Company’s own regulatory filings and official announcements: Laureen E. Seeger, who serves as Chief Legal Officer, and Douglas E. Buckminster, who has served as Vice Chairman since 2021. Other individual entries in the underlying dataset could not be independently confirmed against a reliable primary source and are therefore not repeated here.

The most recent verified officer change concerns Douglas E. Buckminster. On 29 September 2025, American Express Company announced in a filing with the U.S. Securities and Exchange Commission that Mr Buckminster will retire from the company effective 6 March 2026, ending a tenure of nearly 40 years with the organisation. The announcement did not specify a successor for the Vice Chairman role.

Officer information for a New York-incorporated public company such as American Express Company is governed primarily by U.S. securities disclosure rules rather than by the state company register, which does not itself publish director or officer biographical detail. Nationality and country of residence are not disclosed for any officer in the sources reviewed for this profile, and any correspondence address on file should not be read as indicating either. The information available should be treated as current-only and partial: it reflects officers who could be verified through official filings and announcements, not a complete roster of all current and former officers.

American Express Company sits at the top of its own corporate group, with no parent company identified. Its Form 10-K Exhibit 21 filing with the U.S. Securities and Exchange Commission, for the year ended 31 December 2025, confirms that the voting securities of its subsidiaries are directly or indirectly owned by American Express Company. Confirmed direct or indirect subsidiaries listed in that filing include American Express National Bank, American Express Travel Related Services Company, Inc., American Express Credit Corporation and Amexco Insurance Company, among others.

The group’s subsidiaries span multiple jurisdictions in addition to the United States, reflecting American Express Company’s operations as a card issuer, network operator and, in many markets, merchant acquirer internationally. The specific number and country mix of subsidiaries are shown in the corporate-structure view on this profile and are not repeated here. Exhibit 21 confirms which entities are owned directly or indirectly by American Express Company but does not itemise ownership or voting percentages for each one.

Group-structure information for American Express Company is best described as full at the parent level and partial at the ownership-percentage level: the identities and jurisdictions of major subsidiaries are confirmed through an official SEC filing, but exact ownership percentages for individual entities are not published in that source. American Express Global Business Travel, which now operates and reports as a separately listed company with its own investor relations, is not treated here as a controlled subsidiary of American Express Company.