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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 276,030 | $46.2M | 0.27% | −860−0.3% | Reduced |
| Balyasny Asset Management LLC | 276,602 | $46.3M | 0.22% | +276,602 | New |
| Teachers Retirement System of the State of Kentucky | 280,212 | $46.9M | 0.44% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 284,322 | $47.6M | 0.12% | −571,824−66.8% | Reduced |
| Clarkston Capital Partners, LLC | 287,235 | $48.1M | 0.87% | −3,255−1.1% | Reduced |
| Advisors Asset Management, Inc. | 288,642 | $48.4M | 0.74% | −1,264−0.4% | Reduced |
| Neuberger Berman Group LLC | 308,571 | $49.2M | 0.04% | +58,480+23.4% | Added |
| Cornerstone Investment Partners, LLC | 295,532 | $49.5M | 2.86% | −90,090−23.4% | Reduced |
| Ensign Peak Advisors, Inc | 300,347 | $50.3M | 0.10% | −90,797−23.2% | Reduced |
| CIBC Private Wealth Group, LLC | 305,925 | $51.3M | 0.12% | −5,339−1.7% | Reduced |
| Beck Mack & Oliver LLC | 311,519 | $52.2M | 1.35% | +1,357+0.4% | Added |
| Nisa Investment Advisors, LLC | 318,763 | $53.4M | 0.32% | −17,495−5.2% | Reduced |
| Holocene Advisors, LP | 320,819 | $53.7M | 0.31% | −572,434−64.1% | Reduced |
| Formuepleje A/S | 324,196 | $54.3M | 2.17% | −230,898−41.6% | Reduced |
| Lord, Abbett & Co. LLC | 331,218 | $55.5M | 0.13% | −562,301−62.9% | Reduced |
| Los Angeles Capital Management LLC | 332,864 | $55.8M | 0.25% | +257,349+340.8% | Added |
| Envestnet Asset Management Inc | 338,063 | $56.6M | 0.03% | −42,413−11.1% | Reduced |
| ProShare Advisors LLC | 349,006 | $58.5M | 0.16% | +3,053+0.9% | Added |
| Storebrand Asset Management AS | 351,585 | $58.9M | 0.29% | +3,015+0.9% | Added |
| Bank of Nova Scotia | 352,203 | $59.0M | 0.11% | +206,431+141.6% | Added |
| Sprucegrove Investment Management Ltd | 352,800 | $59.1M | 1.45% | +20,400+6.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 356,995 | $59.8M | 0.22% | +12,107+3.5% | Added |
| State of Tennessee, Treasury Department | 360,068 | $60.3M | 0.24% | −5,956−1.6% | Reduced |
| CIBC World Markets Corp | 360,243 | $60.4M | 0.41% | +10,833+3.1% | Added |
| Asset Management One Co.,Ltd. | 369,448 | $61.9M | 0.24% | −6,915−1.8% | Reduced |
| Great Lakes Advisors, LLC | 371,216 | $62.2M | 0.97% | −15,139−3.9% | Reduced |
| HM Payson & Co | 374,218 | $62.7M | 1.53% | +5,359+1.5% | Added |
| US Bancorp | 377,663 | $63.3M | 0.12% | −8,018−2.1% | Reduced |
| HighTower Advisors, LLC | 377,609 | $63.3M | 0.17% | +5,553+1.5% | Added |
| Brown Advisory Inc | 378,526 | $63.4M | 0.09% | +32,293+9.3% | Added |
| Schwerin Boyle Capital Management Inc | 381,079 | $63.8M | 5.37% | −21,680−5.4% | Reduced |
| Man Group plc | 381,721 | $64.0M | 0.23% | +341,285+844.0% | Added |
| Johnson Investment Counsel Inc | 381,912 | $64.0M | 0.86% | −44,735−10.5% | Reduced |
| Huntington National Bank | 381,983 | $64.0M | 0.64% | +3,403+0.9% | Added |
| Gofen & Glossberg LLC | 385,896 | $64.6M | 1.52% | −1,680−0.4% | Reduced |
| Toronto Dominion Bank | 386,250 | $64.7M | 0.10% | −62,336−13.9% | Reduced |
| Glenmede Trust Co NA | 386,702 | $64.8M | 0.34% | −70.0% | Reduced |
| Raymond James & Associates | 390,912 | $65.5M | 0.06% | −12,324−3.1% | Reduced |
| Boston Trust Walden Corp | 396,891 | $66.5M | 0.59% | −10,349−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 404,007 | $67.7M | 0.21% | −5,396−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 405,801 | $68.0M | 0.24% | −19,592−4.6% | Reduced |
| Clark Capital Management Group, Inc. | 410,126 | $68.7M | 0.94% | +9,294+2.3% | Added |
| Public Employees Retirement System of Ohio | 416,049 | $69.7M | 0.25% | −4,711−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 418,082 | $70.0M | 0.15% | −24,178−5.5% | Reduced |
| SEI Investments Co | 430,263 | $72.2M | 0.15% | +184,463+75.0% | Added |
| Truist Financial Corp | 431,040 | $72.2M | 0.12% | −5,528−1.3% | Reduced |
| Kiltearn Partners LLP | 444,730 | $74.5M | 3.08% | −25,200−5.4% | Reduced |
| Cacti Asset Management LLC | 472,076 | $79.1M | 6.71% | −3,535−0.7% | Reduced |
| Stifel Financial Corp | 474,195 | $79.4M | 0.12% | +33,355+7.6% | Added |
| Equity Investment Corp | 474,881 | $79.6M | 3.05% | −39,098−7.6% | Reduced |
| ETF Managers Group, LLC | 470,550 | $80.7M | 1.52% | +22,623+5.1% | Added |
| Adage Capital Partners GP, L.L.C. | 482,858 | $80.9M | 0.16% | +254,415+111.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 484,250 | $81.1M | 1.03% | 00.0% | Unchanged |
| Junto Capital Management LP | 493,895 | $82.7M | 2.61% | +493,895 | New |
| Marsico Capital Management LLC | 500,895 | $83.9M | 2.57% | −13,883−2.7% | Reduced |
| Ci Investments Inc. | 507,435 | $85.0M | 0.32% | −124,908−19.8% | Reduced |
| Nissay Asset Management Corp | 511,964 | $85.8M | 0.73% | +61,413+13.6% | Added |
| Mn Services Vermogensbeheer B.V. | 512,212 | $85.8M | 0.55% | +10,100+2.0% | Added |
| Retirement Systems of Alabama | 539,281 | $90.3M | 0.34% | −17,035−3.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 540,180 | $90.5M | 0.45% | +62,820+13.2% | Added |
| Prudential Financial Inc | 547,545 | $90.5M | 0.13% | −260,187−32.2% | Reduced |
| Citadel Advisors LLC | 543,315 | $91.0M | 0.10% | −454,928−45.6% | Reduced |
| Waverton Investment Management Ltd | 544,680 | $91.3M | 3.60% | −47,767−8.1% | Reduced |
| AMF Pensionsforsakring AB | 553,279 | $92.7M | 0.67% | −132,022−19.3% | Reduced |
| Brandywine Global Investment Management, LLC | 554,813 | $92.9M | 0.70% | +554,813 | New |
| Hosking Partners LLP | 561,831 | $94.1M | 2.33% | −62,464−10.0% | Reduced |
| Korea Investment CORP | 562,250 | $94.2M | 0.28% | −86,641−13.4% | Reduced |
| Focused Investors LLC | 572,100 | $95.8M | 3.20% | −16,500−2.8% | Reduced |
| Swedbank AB | 579,049 | $97.0M | 0.18% | −149,048−20.5% | Reduced |
| Zurich Insurance Group Ltd | 589,616 | $98.8M | 1.18% | +12,949+2.2% | Added |
| Fayez Sarofim & Co | 594,562 | $99.6M | 0.33% | −7,297−1.2% | Reduced |
| Crawford Investment Counsel Inc | 595,051 | $99.7M | 2.04% | −13,539−2.2% | Reduced |
| Blair William & Co | 607,764 | $101.8M | 0.35% | +18,869+3.2% | Added |
| D. E. Shaw & Co., Inc. | 616,913 | $103.4M | 0.13% | +554,377+886.5% | Added |
| King Luther Capital Management Corp | 621,951 | $104.2M | 0.51% | +22,191+3.7% | Added |
| Capitolis Advisors LLC | 589,955 | $104.3M | 0.95% | −380−0.1% | Reduced |
| Mairs & Power Inc | 623,906 | $104.5M | 1.05% | −44,568−6.7% | Reduced |
| Pensioenfonds Rail & Ov | 658,099 | $110.3M | 2.79% | −320,264−32.7% | Reduced |
| Douglas Lane & Associates, LLC | 668,779 | $112.0M | 1.60% | +1410.0% | Added |
| Ceredex Value Advisors LLC | 675,989 | $113.2M | 1.28% | −104,728−13.4% | Reduced |
| Russell Investments Group, Ltd. | 720,908 | $121.1M | 0.20% | +127,217+21.4% | Added |
| First Manhattan Co | 730,833 | $122.4M | 0.45% | −8,963−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 733,484 | $122.9M | 0.29% | −328,026−30.9% | Reduced |
| STRS Ohio | 739,338 | $123.9M | 0.47% | −17,195−2.3% | Reduced |
| New York State Teachers Retirement System | 747,060 | $125.2M | 0.26% | −17,999−2.4% | Reduced |
| Thrivent Financial for Lutherans | 774,765 | $129.8M | 0.26% | +40,201+5.5% | Added |
| Canada Pension Plan Investment Board | 785,265 | $131.6M | 0.15% | +7,000+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 793,564 | $132.9M | 2.66% | +5,587+0.7% | Added |
| Principal Financial Group Inc | 795,133 | $133.2M | 0.09% | −300.0% | Reduced |
| State Board of Administration of Florida Retirement System | 808,024 | $135.4M | 0.26% | −29,853−3.6% | Reduced |
| Parnassus Investments | 808,371 | $135.4M | 0.29% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 813,748 | $136.3M | 0.73% | +90,698+12.5% | Added |
| Two Sigma Investments, LP | 826,372 | $138.4M | 0.37% | +140,144+20.4% | Added |
| Ruffer LLP | 807,942 | $139.9M | 4.43% | −255,265−24.0% | Reduced |
| First Trust Advisors LP | 845,281 | $141.6M | 0.15% | +221,035+35.4% | Added |
| AXA S.A. | 854,033 | $143.1M | 0.40% | +139,793+19.6% | Added |
| Ninety One UK Ltd | 865,559 | $145.0M | 0.37% | −184,876−17.6% | Reduced |
| Timucuan Asset Management Inc | 869,121 | $145.6M | 5.64% | −36,196−4.0% | Reduced |
| Marathon Asset Mgmt Ltd | 899,218 | $150.6M | 1.83% | +899,218 | New |
| National Pension Service | 903,736 | $151.4M | 0.29% | +16,518+1.9% | Added |