Skip to main content

American Express Co

AXP
Exchange
NYSE
Industry
Finance Services
SEC CIK
0000004962

In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.

13F holders, Q3 2021

Institutional positions in American Express Co as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,878
+53 vs. Q2 2021
Shares held
662.8M
−16.7M (−2.5%) vs. Q2 2021
Total value
$111.2B
−$45.9B (−29.2%) vs. Q2 2021
New holders
128
656 more added
Sold out
75
694 more reduced

26 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 1,878 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,878 institutionsQ4 2021: 2,004 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,625 institutionsQ2 2025: 2,718 institutionsQ3 2025: 2,757 institutionsQ4 2025: 3,042 institutionsQ1 2026: 2,911 institutionsQ2 2026: 3,020 institutions
Value heldQ3 2021: $111.2B
Q1 2021: $96.6BQ2 2021: $157.7BQ3 2021: $111.2BQ4 2021: $106.7BQ1 2022: $120.3BQ2 2022: $88.2BQ3 2022: $85.9BQ4 2022: $92.7BQ1 2023: $104.3BQ2 2023: $108.2BQ3 2023: $91.5BQ4 2023: $120.4BQ1 2024: $149.3BQ2 2024: $143.8BQ3 2024: $164.8BQ4 2024: $177.6BQ1 2025: $160.7BQ2 2025: $190.6BQ3 2025: $201.0BQ4 2025: $217.7BQ1 2026: $174.9BQ2 2026: $195.8B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,020$195.8B
Q1 20262,911$174.9B
Q4 20253,042$217.7B
Q3 20252,757$201.0B
Q2 20252,718$190.6B
Q1 20252,625$160.7B
Q4 20242,642$177.6B
Q3 20242,459$164.8B
Q2 20242,348$143.8B
Q1 20242,315$149.3B
Q4 20232,191$120.4B
Q3 20232,003$91.5B
Q2 20232,048$108.2B
Q1 20232,056$104.3B
Q4 20222,008$92.7B
Q3 20221,919$85.9B
Q2 20221,975$88.2B
Q1 20222,067$120.3B
Q4 20212,004$106.7B
Q3 20211,878$111.2B
Q2 20211,851$157.7B
Q1 20211,781$96.6B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2021.

Institutions holding AXP in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway151,610,700$25.4B8.66%00.0%Unchanged
BlackRock Inc.47,805,713$8.01B0.23%−885,970−1.8%Reduced
Vanguard Group Inc47,520,928$7.96B0.20%−403,382−0.8%Reduced
State Street Corp33,957,509$5.69B0.30%−637,231−1.8%Reduced
Wellington Management Group LLP31,822,281$5.33B0.91%−4,984,160−13.5%Reduced
Fisher Asset Management, LLC15,624,335$2.62B1.63%+254,252+1.7%Added
Massachusetts Financial Services Co12,370,037$2.07B0.61%−409,870−3.2%Reduced
Dodge & Cox12,198,313$2.04B1.33%−464,621−3.7%Reduced
JPMorgan Chase & Co11,460,360$1.92B0.26%−911,696−7.4%Reduced
Morgan Stanley9,973,495$1.67B0.23%+56,509+0.6%Added
Geode Capital Management, LLC9,778,287$1.63B0.22%+220,328+2.3%Added
FMR LLC8,893,664$1.49B0.12%−2,887,474−24.5%Reduced
Northern Trust Corp8,443,747$1.41B0.25%+161,656+2.0%Added
Invesco Ltd.6,127,667$1.03B0.26%−85,950−1.4%Reduced
Norges Bank5,988,282$1.00B0.22%−33,998−0.6%Reduced
Lazard Asset Management LLC5,573,847$933.8M1.05%−115,466−2.0%Reduced
Bank of New York Mellon Corp5,544,268$928.8M0.18%−107,888−1.9%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,383,062$901.9M1.46%+1,143,381+27.0%Added
Artisan Partners Limited Partnership5,379,874$901.3M1.10%−1,414,095−20.8%Reduced
Nuveen Asset Management, LLC5,361,379$898.2M0.28%−1,276,959−19.2%Reduced
UBS Asset Management Americas Inc4,937,400$827.2M0.34%+1,457,236+41.9%Added
American Century Companies Inc4,852,583$813.0M0.56%+81,623+1.7%Added
Janus Henderson Group PLC4,851,491$812.7M0.36%+11,064+0.2%Added
Rothschild & Co Wealth Management UK Ltd4,742,845$794.6M13.47%−159,665−3.3%Reduced
Legal & General Group Plc4,670,368$782.4M0.25%+212,554+4.8%Added
Longview Partners (Guernsey) LTD4,665,370$781.6M4.93%−1,174,461−20.1%Reduced
Bank of America Corp4,505,353$754.8M0.08%−341,432−7.0%Reduced
First Eagle Investment Management, LLC4,258,100$713.4M1.83%−337,366−7.3%Reduced
Davis Selected Advisers4,099,289$686.8M3.17%−818,101−16.6%Reduced
Franklin Resources Inc3,914,981$655.9M0.25%−308,050−7.3%Reduced
Deutsche Bank AG3,883,281$650.6M0.31%−103,875−2.6%Reduced
Goldman Sachs Group Inc3,777,967$632.9M0.16%+458,168+13.8%Added
Charles Schwab Investment Management Inc3,078,857$515.8M0.17%−12,939−0.4%Reduced
Manufacturers Life Insurance Company, The2,685,758$466.7M0.38%−76,813−2.8%Reduced
Dimensional Fund Advisors LP2,687,374$450.3M0.15%+43,985+1.7%Added
Arrowstreet Capital, Limited Partnership2,537,645$425.1M0.53%+2,392,445+1,647.7%Added
Barrow Hanley Mewhinney & Strauss LLC2,480,048$415.5M1.38%−103,663−4.0%Reduced
Parametric Portfolio Associates LLC2,464,238$412.8M0.23%+98,320+4.2%Added
Ameriprise Financial Inc2,370,367$398.4M0.13%−976,681−29.2%Reduced
Troy Asset Management Ltd2,359,111$395.2M7.46%+11,310+0.5%Added
Alliancebernstein L.P.2,304,643$386.1M0.15%−982,670−29.9%Reduced
Nordea Investment Management AB2,224,320$381.4M0.50%+29,566+1.3%Added
Barclays PLC2,269,456$380.2M0.27%+543,707+31.5%Added
Sumitomo Mitsui Trust Holdings, Inc.2,228,579$373.4M0.23%−122,440−5.2%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)2,227,478$373.2M0.59%−5,647−0.3%Reduced
Bank of Montreal2,118,401$366.3M0.18%+308,104+17.0%Added
UBS Group AG1,995,503$334.3M0.14%+216,417+12.2%Added
Sustainable Growth Advisers, LP1,952,859$327.2M1.66%−38,029−1.9%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,786,530$299.3M1.49%−345,093−16.2%Reduced
Maj Invest Holding A/S1,763,194$295.4M5.40%−878,610−33.3%Reduced
Wells Fargo & Company1,750,700$293.3M0.07%+88,016+5.3%Added
Price T Rowe Associates Inc1,704,801$285.6M0.03%−30,270−1.7%Reduced
New York State Common Retirement Fund1,587,792$266.0M0.28%−48,357−3.0%Reduced
Amundi1,575,436$263.9M0.19%+171,752+12.2%Added
Schroder Investment Management Group1,569,037$262.9M0.40%−969,096−38.2%Reduced
Clearbridge Investments, LLC1,559,711$261.3M0.19%+68,069+4.6%Added
California Public Employees Retirement System1,449,760$242.9M0.18%−15,274−1.0%Reduced
Royal Bank of Canada1,370,919$229.7M0.06%+70,855+5.5%Added
Allianz Asset Management GmbH1,345,593$225.4M0.19%−102,754−7.1%Reduced
Macquarie Group Ltd1,310,194$219.5M0.19%+266,466+25.5%Added
Standard Life Aberdeen plc1,289,873$218.4M0.49%−234,818−15.4%Reduced
Pictet Asset Management SA1,286,999$215.6M0.24%+1,286,999New
Credit Suisse AG1,271,462$213.0M0.17%−164,910−11.5%Reduced
Eaton Vance Management1,260,124$209.2M0.29%−79,841−6.0%Reduced
HSBC Holdings PLC1,234,654$208.6M0.24%+14,501+1.2%Added
California State Teachers Retirement System1,199,991$201.0M0.26%−17,190−1.4%Reduced
Citigroup Inc1,113,088$186.5M0.19%−48,563−4.2%Reduced
Rhumbline Advisers1,100,554$184.4M0.25%−29,919−2.6%Reduced
The PNC Financial Services Group, Inc.1,099,736$184.2M0.17%−7,690−0.7%Reduced
Smead Capital Management, Inc.1,073,646$179.9M6.15%+26,716+2.6%Added
Artemis Investment Management LLP1,053,840$176.4M1.40%+17,168+1.7%Added
TD Asset Management Inc988,402$165.6M0.17%+38,658+4.1%Added
M&G Investment Management Ltd982,874$165.1M0.39%+66,006+7.2%Added
State of Wisconsin Investment Board955,120$160.0M0.33%−441,710−31.6%Reduced
Gabelli Funds LLC951,958$159.5M1.06%−29,375−3.0%Reduced
Beutel, Goodman & Co Ltd.951,436$159.4M0.98%−70,172−6.9%Reduced
Gamco Investors, Inc. Et Al934,333$156.5M1.38%−82,756−8.1%Reduced
National Pension Service903,736$151.4M0.29%+16,518+1.9%Added
Marathon Asset Mgmt Ltd899,218$150.6M1.83%+899,218New
Timucuan Asset Management Inc869,121$145.6M5.64%−36,196−4.0%Reduced
Ninety One UK Ltd865,559$145.0M0.37%−184,876−17.6%Reduced
AXA S.A.854,033$143.1M0.40%+139,793+19.6%Added
First Trust Advisors LP845,281$141.6M0.15%+221,035+35.4%Added
Ruffer LLP807,942$139.9M4.43%−255,265−24.0%Reduced
Two Sigma Investments, LP826,372$138.4M0.37%+140,144+20.4%Added
Panagora Asset Management Inc813,748$136.3M0.73%+90,698+12.5%Added
Parnassus Investments808,371$135.4M0.29%00.0%Unchanged
State Board of Administration of Florida Retirement System808,024$135.4M0.26%−29,853−3.6%Reduced
Principal Financial Group Inc795,133$133.2M0.09%−300.0%Reduced
Kovitz Investment Group Partners, LLC793,564$132.9M2.66%+5,587+0.7%Added
Canada Pension Plan Investment Board785,265$131.6M0.15%+7,000+0.9%Added
Thrivent Financial for Lutherans774,765$129.8M0.26%+40,201+5.5%Added
New York State Teachers Retirement System747,060$125.2M0.26%−17,999−2.4%Reduced
STRS Ohio739,338$123.9M0.47%−17,195−2.3%Reduced
BNP Paribas Arbitrage, SA733,484$122.9M0.29%−328,026−30.9%Reduced
First Manhattan Co730,833$122.4M0.45%−8,963−1.2%Reduced
Russell Investments Group, Ltd.720,908$121.1M0.20%+127,217+21.4%Added
Ceredex Value Advisors LLC675,989$113.2M1.28%−104,728−13.4%Reduced
Douglas Lane & Associates, LLC668,779$112.0M1.60%+1410.0%Added
Pensioenfonds Rail & Ov658,099$110.3M2.79%−320,264−32.7%Reduced