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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.

Institutional holdersQ3 2021: 1,879 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 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: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ3 2021: $111.2B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2021

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

Institutions holding AXP in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cullen/Frost Bankers, Inc.121,719$20.4M0.41%−849−0.7%Reduced
ING Groep NV122,920$20.6M0.26%−56,248−31.4%Reduced
Kemnay Advisory Services Inc.125,400$21.0M2.76%00.0%Unchanged
Franklin Street Advisors Inc126,185$21.1M1.79%+13,109+11.6%Added
British Columbia Investment Management Corp126,268$21.2M0.12%−395−0.3%Reduced
Bradley Foster & Sargent Inc127,383$21.3M0.50%−1,838−1.4%Reduced
Amussen Hunsaker Associates LLC129,873$21.8M5.99%+1,995+1.6%Added
KBC Group NV131,141$22.0M0.08%+4,786+3.8%Added
Zacks Investment Management132,272$22.2M0.35%+2,747+2.1%Added
Skandinaviska Enskilda Banken AB (publ)133,134$22.3M0.12%+6,941+5.5%Added
Swiss Life Asset Management Ltd133,821$22.4M0.31%−1,474−1.1%Reduced
Gulf International Bank (UK) Ltd134,523$22.5M0.29%−1,596−1.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.134,903$22.6M0.12%+99,003+275.8%Added
Willis Investment Counsel135,654$22.7M1.30%+20,119+17.4%Added
PGGM Investments137,047$23.0M0.12%+54,698+66.4%Added
Cobblestone Capital Advisors LLC137,070$23.0M1.57%+449+0.3%Added
Rheos Capital Works Inc.137,200$23.0M1.18%00.0%Unchanged
Klingenstein Fields & Co LP137,369$23.0M0.98%−1,469−1.1%Reduced
Millennium Management LLC137,436$23.0M0.03%+33,980+32.8%Added
Liontrust Investment Partners LLP138,000$23.1M0.32%+138,000New
Williams Jones Wealth Management, LLC.139,171$23.3M0.33%+2,093+1.5%Added
Forsta Ap-Fonden139,900$23.4M0.27%−8,100−5.5%Reduced
MUFG Americas Holdings Corp140,063$23.5M0.44%−7,136−4.8%Reduced
Schaper Benz & Wise Investment Counsel Inc140,069$23.5M2.11%−650−0.5%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd141,314$23.7M0.56%−380.0%Reduced
Commerce Bank141,885$23.8M0.17%+1,743+1.2%Added
Agf Investments Inc.142,770$23.9M0.18%−23,260−14.0%Reduced
MetLife Investment Management143,252$24.0M0.22%−5,491−3.7%Reduced
Border to Coast Pensions Partnership Ltd147,833$24.1M0.82%00.0%Unchanged
Handelsbanken Fonder AB143,704$24.1M0.13%+3,251+2.3%Added
Quilter Plc144,668$24.2M0.68%−11,058−7.1%Reduced
Dana Investment Advisors, Inc.148,740$24.9M1.13%+24,080+19.3%Added
M&T Bank Corp150,040$25.1M0.11%−13,351−8.2%Reduced
Rockefeller Capital Management L.P.150,372$25.2M0.13%+4,693+3.2%Added
Destination Wealth Management152,337$25.5M0.99%−1,013−0.7%Reduced
Morningstar Investment Services LLC149,821$25.7M0.30%+1,010+0.7%Added
Factory Mutual Insurance Co155,468$26.0M0.33%−2,900−1.8%Reduced
Amalgamated Bank155,794$26.1M0.22%−8,505−5.2%Reduced
Advisor Group Holdings, Inc.156,133$26.3M0.05%+7,185+4.8%Added
Susquehanna Fundamental Investments, LLC160,321$26.9M0.49%−14,300−8.2%Reduced
Anchor Capital Advisors LLC160,700$26.9M0.56%−37,904−19.1%Reduced
NN Investment Partners Holdings N.V.163,917$27.5M0.15%+2,329+1.4%Added
Manning & Napier Group, LLC165,165$27.7M0.24%−2,550−1.5%Reduced
United Capital Financial Advisers, LLC169,001$28.3M0.14%−2,747−1.6%Reduced
Rothschild & Co Asset Management US Inc.170,618$28.6M0.35%+6,072+3.7%Added
Lombard Odier Asset Management (Switzerland) SA171,315$28.6M1.78%−36,706−17.6%Reduced
Douglass Winthrop Advisors, LLC172,549$28.9M0.71%+8,500+5.2%Added
Raymond James Financial Services Advisors, Inc.178,272$29.9M0.06%−2,820−1.6%Reduced
Vontobel Holding Ltd.178,329$29.9M0.26%+2,718+1.5%Added
Pelham Global Financials Ltd178,826$30.0M9.67%00.0%Unchanged
Bowen Hanes & Co Inc181,730$30.4M0.93%+115,370+173.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)185,085$31.0M0.17%−5,128−2.7%Reduced
Employees Retirement System of Texas186,090$31.2M0.36%+22,145+13.5%Added
SG Americas Securities, LLC186,504$31.2M0.17%−122,913−39.7%Reduced
Barr E S & Co187,459$31.4M2.26%−3,948−2.1%Reduced
Arizona State Retirement System190,409$31.9M0.26%−1,441−0.8%Reduced
Commonwealth Equity Services, LLC190,409$31.9M0.08%−374−0.2%Reduced
Roffman Miller Associates Inc192,029$32.2M2.39%−219,190−53.3%Reduced
Avalon Investment & Advisory192,130$32.2M0.75%−240.0%Reduced
FIL Ltd193,114$32.4M0.04%−210,237−52.1%Reduced
Nomura Asset Management Co Ltd193,475$32.4M0.18%−24,110−11.1%Reduced
Heritage Investors Management Corp194,326$32.6M1.37%−4,434−2.2%Reduced
USS Investment Management Ltd196,427$32.9M0.28%+151,227+334.6%Added
Baird Financial Group, Inc.198,555$33.3M0.09%+5,743+3.0%Added
Country Trust Bank199,877$33.5M0.98%−5,987−2.9%Reduced
NorthCoast Asset Management LLC199,798$33.5M1.22%+3,729+1.9%Added
Aureus Asset Management, LLC201,928$33.8M2.23%+8,459+4.4%Added
Cohen Klingenstein LLC208,969$35.0M1.53%−20,000−8.7%Reduced
Teacher Retirement System of Texas209,083$35.0M0.19%+69,578+49.9%Added
Aquamarine Capital Management, LLC210,000$35.2M17.25%00.0%Unchanged
Susquehanna International Group, LLP210,591$35.3M0.05%−93,072−30.6%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund214,320$35.9M0.33%−6,200−2.8%Reduced
Northwestern Mutual Wealth Management Co217,267$36.4M0.07%+8,589+4.1%Added
AMP Capital Investors Ltd217,399$36.4M0.20%−54,884−20.2%Reduced
First Republic Investment Management, Inc.217,489$36.4M0.09%+21,116+10.8%Added
Regions Financial Corp218,764$36.6M0.32%+45,003+25.9%Added
Todd Asset Management LLC220,195$36.9M0.85%−1,357−0.6%Reduced
Fifth Third Bancorp220,868$37.0M0.16%+17,940+8.8%Added
Epoch Investment Partners, Inc.221,328$37.1M0.21%−11,708−5.0%Reduced
Cambiar Investors LLC226,432$37.9M1.30%−775−0.3%Reduced
American International Group, Inc.226,895$38.0M0.20%−5,376−2.3%Reduced
Alps Advisors Inc227,163$38.1M0.37%+3,348+1.5%Added
ZWJ Investment Counsel Inc234,569$39.3M2.23%−2,010−0.8%Reduced
Royal London Asset Management Ltd242,554$40.6M0.16%+3,175+1.3%Added
Inverness Counsel LLC244,355$40.9M1.50%−10,614−4.2%Reduced
Atalanta Sosnoff Capital, LLC247,998$41.5M0.97%+247,998New
Par Capital Management Inc250,000$41.9M1.00%00.0%Unchanged
Vaughan David Investments LLC250,145$41.9M1.34%−3,685−1.5%Reduced
LPL Financial LLC254,798$42.7M0.04%−13,761−5.1%Reduced
Cambridge Trust Co258,861$43.4M1.64%+1,268+0.5%Added
Calamos Advisors LLC258,961$43.4M0.20%+3,027+1.2%Added
Natixis Advisors, L.P.262,596$44.0M0.18%−1,375−0.5%Reduced
Aviva PLC264,688$44.3M0.20%+17,322+7.0%Added
Meitav Dash Investments Ltd266,111$44.6M0.73%+156,860+143.6%Added
Victory Capital Management Inc267,766$44.9M0.04%+487+0.2%Added
Central Securities Corp270,000$45.2M4.79%00.0%Unchanged
Tweedy, Browne Co LLC270,039$45.2M1.51%−2,316−0.9%Reduced
WestEnd Advisors, LLC–$45.6M1.37%––
Two Sigma Advisers, LP272,700$45.7M0.12%+35,600+15.0%Added
Voya Investment Management LLC275,724$46.2M0.09%−10,267−3.6%Reduced