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; 3,022 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B 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
- 1,879
- +54 vs. Q2 2021
- Shares held
- 663.0M
- −16.5M (−2.4%) vs. Q2 2021
- Total value
- $111.2B
- −$1.05B (−0.9%) vs. Q2 2021
- New holders
- 128
- 656 more added
- Sold out
- 74
- 695 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $160.6B |
| Q2 2024 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NatWest Group plc | 36,319 | $6.08M | 3.27% | −2,996−7.6% | Reduced |
| Central Trust Co | 36,351 | $6.09M | 0.22% | −730−2.0% | Reduced |
| Prio Wealth Limited Partnership | 36,511 | $6.12M | 0.21% | −1,126−3.0% | Reduced |
| Kentucky Retirement Systems | 36,646 | $6.14M | 0.29% | −1,244−3.3% | Reduced |
| Heritage Trust Co | 36,768 | $6.16M | 0.87% | −1,325−3.5% | Reduced |
| HRT Financial LP | 36,954 | $6.19M | 0.04% | +36,954 | New |
| Alerus Financial NA | 37,000 | $6.20M | 0.56% | +14,283+62.9% | Added |
| Cornerstone Advisors, LLC | 37,000 | $6.20M | 0.36% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 37,321 | $6.25M | 0.26% | +361+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $6.28M | 0.84% | +37,500 | New |
| Crossmark Global Holdings, Inc. | 37,767 | $6.33M | 0.15% | −445−1.2% | Reduced |
| 1st Source Bank | 37,892 | $6.35M | 0.40% | −96−0.3% | Reduced |
| Winslow Asset Management Inc | 38,267 | $6.41M | 1.24% | −1,438−3.6% | Reduced |
| MML Investors Services, LLC | 38,402 | $6.43M | 0.05% | +1,476+4.0% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 38,580 | $6.46M | 2.55% | −20.0% | Reduced |
| Highland Capital Management, LLC | 38,818 | $6.50M | 0.39% | +9,456+32.2% | Added |
| Jacobs & Co | 39,235 | $6.57M | 0.76% | −87−0.2% | Reduced |
| Cinctive Capital Management LP | 39,343 | $6.59M | 0.36% | +39,343 | New |
| Headinvest, LLC | 39,632 | $6.64M | 1.26% | +67+0.2% | Added |
| Diversified Trust Co | 39,790 | $6.67M | 0.24% | −4,308−9.8% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $6.68M | 1.88% | −1,275−3.1% | Reduced |
| Louisiana State Employees Retirement System | 40,100 | $6.72M | 0.16% | −500−1.2% | Reduced |
| Chatham Capital Group, Inc. | 40,430 | $6.77M | 1.30% | +460+1.2% | Added |
| Knights of Columbus Asset Advisors LLC | 40,434 | $6.77M | 0.61% | +11,355+39.0% | Added |
| BBVA USA | 40,660 | $6.81M | 0.40% | −1,756−4.1% | Reduced |
| Tiaa, FSB | 40,662 | $6.81M | 0.02% | −1,498−3.6% | Reduced |
| Pacer Advisors, Inc. | 41,294 | $6.92M | 0.09% | +2,263+5.8% | Added |
| Peapack Gladstone Financial Corp | 41,439 | $6.94M | 0.14% | +4,519+12.2% | Added |
| Horizon Investments, LLC | 41,699 | $6.97M | 0.22% | +41,699 | New |
| Ironwood Investment Counsel, LLC | 41,832 | $7.01M | 1.80% | +56+0.1% | Added |
| Mercer Global Advisors Inc | 42,529 | $7.13M | 0.05% | +8,225+24.0% | Added |
| Kinneret Advisory, LLC | 42,559 | $7.13M | 0.84% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 42,563 | $7.13M | 0.25% | −900−2.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 42,651 | $7.14M | 0.07% | −1,132−2.6% | Reduced |
| Financial Avengers, Inc. | 42,947 | $7.20M | 4.81% | +480+1.1% | Added |
| Wolverine Trading, LLC | 42,713 | $7.33M | 0.15% | +42,713 | New |
| AE Wealth Management LLC | 44,343 | $7.43M | 0.06% | +15,097+51.6% | Added |
| Thompson Siegel & Walmsley LLC | 44,376 | $7.43M | 0.11% | −845−1.9% | Reduced |
| Shayne & Co., LLC | 44,650 | $7.48M | 4.32% | −1,000−2.2% | Reduced |
| Arcadia Investment Management Corp | 44,793 | $7.50M | 1.39% | +2,216+5.2% | Added |
| Stanley Capital Management, LLC | 44,830 | $7.51M | 2.77% | 00.0% | Unchanged |
| Nomura Holdings Inc | 45,670 | $7.66M | 0.06% | −137,747−75.1% | Reduced |
| St Germain D J Co Inc | 45,757 | $7.67M | 0.47% | −3,909−7.9% | Reduced |
| Family Capital Trust Co | 46,407 | $7.78M | 2.22% | −429−0.9% | Reduced |
| MIK Capital, LP | 46,998 | $7.87M | 3.19% | +46,998 | New |
| Tower Research Capital LLC (TRC) | 47,163 | $7.90M | 0.20% | −31,841−40.3% | Reduced |
| Elo Mutual Pension Insurance Co | 47,379 | $7.94M | 0.26% | −698−1.5% | Reduced |
| KMG Fiduciary Partners, LLC | 48,885 | $8.19M | 1.39% | −10,169−17.2% | Reduced |
| Sky Investment Group LLC | 49,182 | $8.24M | 1.83% | −837−1.7% | Reduced |
| Neville Rodie & Shaw Inc | 49,277 | $8.26M | 0.64% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 48,966 | $8.26M | 0.13% | +28,722+141.9% | Added |
| Metropolis Capital Ltd | 49,376 | $8.27M | 0.49% | +2,549+5.4% | Added |
| NJ State Employees Deferred Compensation Plan | 50,000 | $8.38M | 1.14% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 50,212 | $8.41M | 2.08% | −675−1.3% | Reduced |
| Norinchukin Bank, The | 50,225 | $8.41M | 0.12% | +3,284+7.0% | Added |
| Maryland State Retirement & Pension System | 49,109 | $8.41M | 0.24% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 50,233 | $8.41M | 0.05% | +4,347+9.5% | Added |
| GHP Investment Advisors, Inc. | 50,301 | $8.43M | 0.67% | +1,527+3.1% | Added |
| Crestline Management, LP | 50,414 | $8.45M | 0.80% | +5,414+12.0% | Added |
| Mariner, LLC | 50,778 | $8.51M | 0.04% | +4,627+10.0% | Added |
| Sycomore Asset Management | 49,300 | $8.54M | 1.25% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 51,013 | $8.55M | 1.09% | −5,100−9.1% | Reduced |
| Davenport & Co LLC | 51,331 | $8.60M | 0.06% | +4,455+9.5% | Added |
| Private Management Group Inc | 51,361 | $8.61M | 0.36% | −12,158−19.1% | Reduced |
| ProVise Management Group, LLC | 51,485 | $8.63M | 0.85% | +954+1.9% | Added |
| Amica Mutual Insurance Co | 51,518 | $8.63M | 0.90% | +5,927+13.0% | Added |
| Carroll Financial Associates, Inc. | 51,621 | $8.65M | 0.48% | −173−0.3% | Reduced |
| Northwest & Ethical Investments L.P. | 51,730 | $8.67M | 0.28% | −72,675−58.4% | Reduced |
| Perennial Advisors, LLC | 52,565 | $8.81M | 2.59% | −310−0.6% | Reduced |
| Mackenzie Financial Corp | 52,926 | $8.87M | 0.01% | +7,740+17.1% | Added |
| Colony Group LLC | 53,347 | $8.94M | 0.17% | −7,459−12.3% | Reduced |
| Wealthfront Advisers LLC | 53,528 | $8.97M | 0.04% | +9,569+21.8% | Added |
| Atlantic Union Bankshares Corp | 53,619 | $8.98M | 0.85% | −1,242−2.3% | Reduced |
| Securian Asset Management, Inc | 53,655 | $8.99M | 0.18% | −1,221−2.2% | Reduced |
| Oregon Public Employees Retirement Fund | 53,868 | $9.03M | 0.10% | −269−0.5% | Reduced |
| Martin Investment Management, LLC | 53,898 | $9.03M | 2.28% | −142−0.3% | Reduced |
| Gradient Investments LLC | 54,015 | $9.05M | 0.25% | +2,217+4.3% | Added |
| Marshall Wace North America L.P. | 54,119 | $9.07M | 0.04% | +50,718+1,491.3% | Added |
| Strycker View Capital LLC | 55,407 | $9.28M | 5.96% | +55,407 | New |
| Meiji Yasuda Asset Management Co Ltd. | 55,893 | $9.36M | 0.66% | −108,204−65.9% | Reduced |
| Argent Trust Co | 55,919 | $9.37M | 0.60% | −719−1.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 55,916 | $9.37M | 2.30% | +268+0.5% | Added |
| QV Investors Inc. | 55,964 | $9.38M | 0.71% | −1,150−2.0% | Reduced |
| Rice Partnership, LLC | 56,088 | $9.40M | 2.97% | +374+0.7% | Added |
| Walleye Trading LLC | 56,086 | $9.40M | 0.22% | +30,640+120.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,186 | $9.58M | 0.05% | +3,243+6.0% | Added |
| Tredje AP-fonden | 57,961 | $9.71M | 0.20% | +25,000+75.8% | Added |
| Claar Advisors LLC | 58,000 | $9.72M | 2.88% | −12,000−17.1% | Reduced |
| Hi-Line Capital Management, LLC | 58,105 | $9.73M | 3.48% | +1,823+3.2% | Added |
| Marshall Wace, LLP | 58,378 | $9.78M | 0.05% | +25,206+76.0% | Added |
| CIBC World Markets Inc. | 58,417 | $9.79M | 0.04% | −42,416−42.1% | Reduced |
| Marco Investment Management LLC | 58,984 | $9.88M | 1.09% | +625+1.1% | Added |
| Calamos Wealth Management LLC | 59,159 | $9.91M | 0.80% | −198−0.3% | Reduced |
| Edge Capital Group, LLC | 59,289 | $9.93M | 0.79% | +215+0.4% | Added |
| Brown Brothers Harriman & Co | 59,536 | $9.97M | 0.06% | +9,985+20.2% | Added |
| Foyston, Gordon, & Payne Inc | 59,973 | $10.0M | 2.51% | −3,417−5.4% | Reduced |
| Hartford Investment Management Co | 60,103 | $10.1M | 0.28% | −8,415−12.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 60,114 | $10.1M | 0.93% | −2,964−4.7% | Reduced |
| Carret Asset Management, LLC | 60,450 | $10.1M | 1.21% | −1,899−3.0% | Reduced |
| Laurion Capital Management LP | 62,532 | $10.5M | 0.15% | −78,872−55.8% | Reduced |