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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 934,333 | $156.5M | 1.38% | −82,756−8.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 951,436 | $159.4M | 0.98% | −70,172−6.9% | Reduced |
| Gabelli Funds LLC | 951,958 | $159.5M | 1.06% | −29,375−3.0% | Reduced |
| State of Wisconsin Investment Board | 955,120 | $160.0M | 0.33% | −441,710−31.6% | Reduced |
| M&G Investment Management Ltd | 982,874 | $165.1M | 0.80% | +66,006+7.2% | Added |
| TD Asset Management Inc | 988,402 | $165.6M | 0.17% | +38,658+4.1% | Added |
| Artemis Investment Management LLP | 1,053,840 | $176.4M | 1.40% | +17,168+1.7% | Added |
| Smead Capital Management, Inc. | 1,073,646 | $179.9M | 6.15% | +26,716+2.6% | Added |
| The PNC Financial Services Group, Inc. | 1,099,736 | $184.2M | 0.17% | −7,690−0.7% | Reduced |
| Rhumbline Advisers | 1,100,554 | $184.4M | 0.25% | −29,919−2.6% | Reduced |
| Citigroup Inc | 1,113,088 | $186.5M | 0.19% | −48,563−4.2% | Reduced |
| California State Teachers Retirement System | 1,199,991 | $201.0M | 0.26% | −17,190−1.4% | Reduced |
| HSBC Holdings PLC | 1,234,654 | $208.6M | 0.24% | +14,501+1.2% | Added |
| Eaton Vance Management | 1,260,124 | $209.2M | 0.29% | −79,841−6.0% | Reduced |
| Credit Suisse AG | 1,271,462 | $213.0M | 0.17% | −164,910−11.5% | Reduced |
| Pictet Asset Management SA | 1,286,999 | $215.6M | 0.24% | +1,286,999 | New |
| Standard Life Aberdeen plc | 1,289,873 | $218.4M | 0.49% | −234,818−15.4% | Reduced |
| Macquarie Group Ltd | 1,310,194 | $219.5M | 0.19% | +266,466+25.5% | Added |
| Allianz Asset Management GmbH | 1,345,593 | $225.4M | 0.19% | −102,754−7.1% | Reduced |
| Royal Bank of Canada | 1,370,919 | $229.7M | 0.06% | +70,855+5.5% | Added |
| California Public Employees Retirement System | 1,449,760 | $242.9M | 0.18% | −15,274−1.0% | Reduced |
| Clearbridge Investments, LLC | 1,559,711 | $261.3M | 0.19% | +68,069+4.6% | Added |
| Schroder Investment Management Group | 1,569,037 | $262.9M | 0.42% | −969,096−38.2% | Reduced |
| Amundi | 1,575,436 | $263.9M | 0.19% | +171,752+12.2% | Added |
| New York State Common Retirement Fund | 1,587,792 | $266.0M | 0.28% | −48,357−3.0% | Reduced |
| Price T Rowe Associates Inc | 1,704,801 | $285.6M | 0.03% | −30,270−1.7% | Reduced |
| Wells Fargo & Company | 1,750,700 | $293.3M | 0.07% | +88,016+5.3% | Added |
| Maj Invest Holding A/S | 1,763,194 | $295.4M | 5.40% | −878,610−33.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,786,530 | $299.3M | 1.49% | −345,093−16.2% | Reduced |
| Sustainable Growth Advisers, LP | 1,952,859 | $327.2M | 1.66% | −38,029−1.9% | Reduced |
| UBS Group AG | 1,995,503 | $334.3M | 0.14% | +216,417+12.2% | Added |
| Bank of Montreal | 2,118,401 | $366.3M | 0.18% | +308,104+17.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,227,478 | $373.2M | 0.59% | −5,647−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,228,579 | $373.4M | 0.23% | −122,440−5.2% | Reduced |
| Barclays PLC | 2,269,456 | $380.2M | 0.27% | +543,707+31.5% | Added |
| Nordea Investment Management AB | 2,224,320 | $381.4M | 0.50% | +29,566+1.3% | Added |
| Alliancebernstein L.P. | 2,304,643 | $386.1M | 0.15% | −982,670−29.9% | Reduced |
| Troy Asset Management Ltd | 2,359,111 | $395.2M | 7.46% | +11,310+0.5% | Added |
| Ameriprise Financial Inc | 2,370,367 | $398.4M | 0.13% | −976,681−29.2% | Reduced |
| Parametric Portfolio Associates LLC | 2,464,238 | $412.8M | 0.23% | +98,320+4.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,480,048 | $415.5M | 1.38% | −103,663−4.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,537,645 | $425.1M | 0.53% | +2,392,445+1,647.7% | Added |
| Dimensional Fund Advisors LP | 2,687,374 | $450.3M | 0.15% | +43,985+1.7% | Added |
| Manufacturers Life Insurance Company, The | 2,685,758 | $466.7M | 0.38% | −76,813−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,078,857 | $515.8M | 0.17% | −12,939−0.4% | Reduced |
| Goldman Sachs Group Inc | 3,777,967 | $632.9M | 0.16% | +458,168+13.8% | Added |
| Deutsche Bank AG | 3,883,281 | $650.6M | 0.31% | −103,875−2.6% | Reduced |
| Franklin Resources Inc | 3,914,981 | $655.9M | 0.25% | −308,050−7.3% | Reduced |
| Davis Selected Advisers | 4,099,289 | $686.8M | 3.17% | −818,101−16.6% | Reduced |
| First Eagle Investment Management, LLC | 4,258,100 | $713.4M | 1.83% | −337,366−7.3% | Reduced |
| Bank of America Corp | 4,505,353 | $754.8M | 0.08% | −341,432−7.0% | Reduced |
| Longview Partners (Guernsey) LTD | 4,665,370 | $781.6M | 4.93% | −1,174,461−20.1% | Reduced |
| Legal & General Group Plc | 4,670,368 | $782.4M | 0.25% | +212,554+4.8% | Added |
| Rothschild & Co Wealth Management UK Ltd | 4,742,845 | $794.6M | 13.47% | −159,665−3.3% | Reduced |
| Janus Henderson Group PLC | 4,851,491 | $812.7M | 0.36% | +11,064+0.2% | Added |
| American Century Companies Inc | 4,852,583 | $813.0M | 0.56% | +81,623+1.7% | Added |
| UBS Asset Management Americas Inc | 4,937,400 | $827.2M | 0.34% | +1,457,236+41.9% | Added |
| Nuveen Asset Management, LLC | 5,361,379 | $898.2M | 0.28% | −1,276,959−19.2% | Reduced |
| Artisan Partners Limited Partnership | 5,379,874 | $901.3M | 1.10% | −1,414,095−20.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,383,062 | $901.9M | 1.46% | +1,143,381+27.0% | Added |
| Bank of New York Mellon Corp | 5,544,268 | $928.8M | 0.18% | −107,888−1.9% | Reduced |
| Lazard Asset Management LLC | 5,573,847 | $933.8M | 1.05% | −115,466−2.0% | Reduced |
| Norges Bank | 5,988,282 | $1.00B | 0.22% | −33,998−0.6% | Reduced |
| Invesco Ltd. | 6,127,667 | $1.03B | 0.26% | −85,950−1.4% | Reduced |
| Northern Trust Corp | 8,443,747 | $1.41B | 0.25% | +161,656+2.0% | Added |
| FMR LLC | 8,893,664 | $1.49B | 0.12% | −2,887,474−24.5% | Reduced |
| Geode Capital Management, LLC | 9,778,287 | $1.63B | 0.22% | +220,328+2.3% | Added |
| Morgan Stanley | 9,973,495 | $1.67B | 0.23% | +56,509+0.6% | Added |
| JPMorgan Chase & Co | 11,460,360 | $1.92B | 0.26% | −911,696−7.4% | Reduced |
| Dodge & Cox | 12,198,313 | $2.04B | 1.33% | −464,621−3.7% | Reduced |
| Massachusetts Financial Services Co | 12,370,037 | $2.07B | 0.61% | −409,870−3.2% | Reduced |
| Fisher Asset Management, LLC | 15,624,335 | $2.62B | 1.63% | +254,252+1.7% | Added |
| Wellington Management Group LLP | 31,822,281 | $5.33B | 0.91% | −4,984,160−13.5% | Reduced |
| State Street Corp | 33,957,509 | $5.69B | 0.30% | −637,231−1.8% | Reduced |
| Vanguard Group Inc | 47,520,928 | $7.96B | 0.20% | −403,382−0.8% | Reduced |
| BlackRock Inc. | 47,805,713 | $8.01B | 0.23% | −885,970−1.8% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $25.4B | 8.66% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 693 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 81 | – | – | −1−1.2% | Reduced |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −156,095−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −147,464−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −125,175−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −97,568−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −40,711−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −35,489−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −25,021−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −16,170−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,095−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −10,803−100.0% | Sold out |
| Carl P. Sherr & Co., LLC | 0 | $0 | 0.00% | −9,394−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,934−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,748−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |