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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 62,820 | $10.5M | 1.59% | +1,067+1.7% | Added |
| Buckhead Capital Management LLC | 63,147 | $10.6M | 2.37% | −49−0.1% | Reduced |
| Seizert Capital Partners, LLC | 63,512 | $10.6M | 0.49% | −822−1.3% | Reduced |
| Parthenon LLC | 63,635 | $10.7M | 1.60% | −487−0.8% | Reduced |
| Narwhal Capital Management | 63,698 | $10.7M | 1.35% | −344−0.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 64,303 | $10.8M | 2.86% | +257+0.4% | Added |
| Unigestion Holding SA | 62,813 | $10.8M | 0.44% | −270,783−81.2% | Reduced |
| Dowling & Yahnke LLC | 64,772 | $10.9M | 0.60% | +40.0% | Added |
| GM Advisory Group, Inc. | 65,364 | $10.9M | 1.10% | −240.0% | Reduced |
| Exchange Traded Concepts, LLC | 65,452 | $11.0M | 0.28% | +34,639+112.4% | Added |
| Sandy Spring Bank | 65,593 | $11.0M | 0.58% | −800−1.2% | Reduced |
| Banyan Capital Management, Inc. | 66,258 | $11.1M | 7.07% | −480−0.7% | Reduced |
| 2Xideas AG | 67,276 | $11.3M | 0.86% | +2,308+3.6% | Added |
| Private Advisor Group, LLC | 67,613 | $11.3M | 0.07% | +21,137+45.5% | Added |
| Silvercrest Asset Management Group LLC | 67,867 | $11.4M | 0.08% | −1,290−1.9% | Reduced |
| Churchill Management Corp | 68,098 | $11.4M | 0.17% | +1,450+2.2% | Added |
| Pinebridge Investments, L.P. | 68,134 | $11.4M | 0.14% | +66,949+5,649.7% | Added |
| Captrust Financial Advisors | 69,008 | $11.6M | 0.10% | +3,649+5.6% | Added |
| NFC Investments, LLC | 69,392 | $11.6M | 2.53% | +60+0.1% | Added |
| united american securities inc. (d/b/a uas asset management) | 71,995 | $12.1M | 3.15% | +71,995 | New |
| Alberta Investment Management Corp | 72,800 | $12.2M | 0.11% | +4,300+6.3% | Added |
| Eagle Global Advisors LLC | 73,589 | $12.3M | 0.81% | +1,001+1.4% | Added |
| Baxter Bros Inc | 73,629 | $12.3M | 1.97% | +2,046+2.9% | Added |
| Banco Santander, S.A. | 73,687 | $12.3M | 0.07% | +1,900+2.6% | Added |
| Ossiam | 73,746 | $12.4M | 0.35% | +37,927+105.9% | Added |
| Stephens Inc | 74,284 | $12.4M | 0.19% | −879−1.2% | Reduced |
| Xponance, Inc. | 74,495 | $12.5M | 0.24% | −3,930−5.0% | Reduced |
| Ziegler Capital Management, LLC | 74,554 | $12.5M | 0.45% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 75,000 | $12.6M | 1.60% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 75,238 | $12.6M | 0.09% | +22,509+42.7% | Added |
| Whittier Trust Co | 75,282 | $12.6M | 0.23% | −182−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 72,329 | $12.6M | 0.19% | +4,206+6.2% | Added |
| Citizens Financial Group Inc | 75,662 | $12.7M | 0.47% | −4,076−5.1% | Reduced |
| Investment Management of Virginia LLC | 75,717 | $12.7M | 2.44% | −61−0.1% | Reduced |
| Founders Capital Management, LLC | 76,194 | $12.8M | 3.22% | −410−0.5% | Reduced |
| State of Michigan Retirement System | 77,000 | $12.9M | 0.07% | +77,000 | New |
| Nippon Life Global Investors Americas, Inc. | 78,600 | $13.2M | 0.69% | −3,120−3.8% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 79,141 | $13.3M | 0.19% | −5,509−6.5% | Reduced |
| Abner Herrman & Brock LLC | 79,588 | $13.3M | 1.88% | −5,530−6.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,640 | $13.5M | 0.16% | −883−1.1% | Reduced |
| Maple Capital Management, Inc. | 80,883 | $13.6M | 1.72% | +1,907+2.4% | Added |
| Shell Asset Management Co | 82,225 | $13.8M | 0.31% | −12,861−13.5% | Reduced |
| Dundas Partners LLP | 82,239 | $13.8M | 1.94% | −42,022−33.8% | Reduced |
| Oppenheimer & Co Inc | 82,612 | $13.8M | 0.26% | −347−0.4% | Reduced |
| Mutual of America Capital Management LLC | 84,444 | $14.1M | 0.14% | −521−0.6% | Reduced |
| Connors Investor Services Inc | 84,834 | $14.2M | 1.50% | +14,360+20.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 85,681 | $14.4M | 0.04% | +11,484+15.5% | Added |
| PEAK6 Investments LLC | 85,992 | $14.4M | 0.29% | +19,951+30.2% | Added |
| Boston Common Asset Management, LLC | 86,901 | $14.6M | 0.63% | +24,297+38.8% | Added |
| Steward Partners Investment Advisory, LLC | 88,641 | $14.8M | 0.26% | −1,726−1.9% | Reduced |
| Nixon Capital, LLC | 89,800 | $15.0M | 7.69% | −21,114−19.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 90,395 | $15.1M | 0.20% | −1,322−1.4% | Reduced |
| Welch & Forbes LLC | 91,612 | $15.3M | 0.26% | −538−0.6% | Reduced |
| IFM Investors Pty Ltd | 91,942 | $15.4M | 0.32% | +230+0.3% | Added |
| Acadian Asset Management LLC | 91,963 | $15.4M | 0.06% | +73,051+386.3% | Added |
| Rockland Trust Co | 92,785 | $15.5M | 1.08% | +2,716+3.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 93,623 | $15.7M | 2.14% | −7,758−7.7% | Reduced |
| Kestra Advisory Services, LLC | 94,719 | $15.9M | 0.16% | +50,136+112.5% | Added |
| Metropolitan Life Insurance Co | 95,075 | $15.9M | 0.23% | −4,244−4.3% | Reduced |
| Creative Planning | 95,623 | $16.0M | 0.03% | +1,317+1.4% | Added |
| Keybank National Association | 95,982 | $16.1M | 0.07% | −231−0.2% | Reduced |
| AQR Capital Management LLC | 96,837 | $16.2M | 0.03% | +23,929+32.8% | Added |
| Chesley Taft & Associates LLC | 96,850 | $16.2M | 0.93% | −603−0.6% | Reduced |
| Bartlett & Co. LLC | 98,025 | $16.4M | 0.31% | −4,745−4.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 98,025 | $16.4M | 0.31% | −4,745−4.6% | Reduced |
| Fiduciary Trust Co | 98,127 | $16.4M | 0.29% | +1,624+1.7% | Added |
| Mackay Shields LLC | 98,305 | $16.5M | 0.16% | −3,796−3.7% | Reduced |
| Texas Permanent School Fund | 99,410 | $16.7M | 0.20% | −8,686−8.0% | Reduced |
| ExodusPoint Capital Management, LP | 99,534 | $16.7M | 0.25% | −34,418−25.7% | Reduced |
| DekaBank Deutsche Girozentrale | 98,570 | $17.0M | 0.05% | +3,759+4.0% | Added |
| CIBC Asset Management Inc | 102,014 | $17.1M | 0.07% | −534−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 102,126 | $17.1M | 1.10% | −4,966−4.6% | Reduced |
| Comerica Bank | 91,906 | $17.2M | 0.10% | −44,884−32.8% | Reduced |
| Pinnacle Associates Ltd | 105,476 | $17.7M | 0.33% | −864−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 105,593 | $17.7M | 0.62% | +52,995+100.8% | Added |
| DnB Asset Management AS | 105,874 | $17.7M | 0.12% | +7,279+7.4% | Added |
| Stewart & Patten Co LLC | 106,521 | $17.8M | 2.92% | −1,220−1.1% | Reduced |
| Daiwa Securities Group Inc. | 87,262 | $18.0M | 0.12% | +4,862+5.9% | Added |
| Federation des caisses Desjardins du Quebec | 107,756 | $18.0M | 0.19% | −63,900−37.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 103,859 | $18.1M | 0.66% | +449+0.4% | Added |
| Public Sector Pension Investment Board | 108,540 | $18.2M | 0.11% | +6,540+6.4% | Added |
| Cullinan Associates Inc | 108,917 | $18.2M | 1.01% | +6,277+6.1% | Added |
| Torray LLC | 109,079 | $18.3M | 2.80% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 109,579 | $18.4M | 0.18% | −2,781−2.5% | Reduced |
| Noesis Capital Mangement Corp | 110,385 | $18.5M | 3.61% | +2,328+2.2% | Added |
| Kings Point Capital Management | 112,129 | $18.8M | 1.68% | +1,898+1.7% | Added |
| Brinker Capital Investments, LLC | 113,971 | $18.8M | 0.30% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 114,408 | $19.2M | 3.59% | −1,540−1.3% | Reduced |
| Westpac Banking Corp | 115,126 | $19.3M | 0.21% | −1,890−1.6% | Reduced |
| APG Asset Management N.V. | 134,099 | $19.4M | 0.03% | −47,600−26.2% | Reduced |
| Utah Retirement Systems | 116,622 | $19.5M | 0.26% | −7,600−6.1% | Reduced |
| Chilton Capital Management LLC | 116,754 | $19.6M | 1.11% | +1,730+1.5% | Added |
| Foster Dykema Cabot & Co Inc | 116,759 | $19.6M | 2.44% | +1,709+1.5% | Added |
| American National Insurance Co | 117,420 | $19.7M | 0.74% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 118,400 | $19.8M | 0.22% | −3,530−2.9% | Reduced |
| Equitable Trust Co | 118,558 | $19.9M | 1.27% | −5,353−4.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 118,649 | $19.9M | 0.04% | +6,325+5.6% | Added |
| Moody National Bank Trust Division | 119,342 | $20.0M | 0.29% | −66−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 119,654 | $20.0M | 0.09% | −297−0.2% | Reduced |
| Group One Trading, L.P. | 120,327 | $20.2M | 0.44% | +81,290+208.2% | Added |