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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Todd Asset Management LLC | 220,195 | $36.9M | 0.85% | −1,357−0.6% | Reduced |
| Regions Financial Corp | 218,764 | $36.6M | 0.32% | +45,003+25.9% | Added |
| First Republic Investment Management, Inc. | 217,489 | $36.4M | 0.09% | +21,116+10.8% | Added |
| AMP Capital Investors Ltd | 217,399 | $36.4M | 0.20% | −54,884−20.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 217,267 | $36.4M | 0.07% | +8,589+4.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 214,320 | $35.9M | 0.33% | −6,200−2.8% | Reduced |
| Susquehanna International Group, LLP | 210,591 | $35.3M | 0.05% | −93,072−30.6% | Reduced |
| Aquamarine Capital Management, LLC | 210,000 | $35.2M | 17.25% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 209,083 | $35.0M | 0.19% | +69,578+49.9% | Added |
| Cohen Klingenstein LLC | 208,969 | $35.0M | 1.53% | −20,000−8.7% | Reduced |
| Aureus Asset Management, LLC | 201,928 | $33.8M | 2.23% | +8,459+4.4% | Added |
| NorthCoast Asset Management LLC | 199,798 | $33.5M | 1.22% | +3,729+1.9% | Added |
| Country Trust Bank | 199,877 | $33.5M | 0.98% | −5,987−2.9% | Reduced |
| Baird Financial Group, Inc. | 198,555 | $33.3M | 0.09% | +5,743+3.0% | Added |
| USS Investment Management Ltd | 196,427 | $32.9M | 0.28% | +151,227+334.6% | Added |
| Heritage Investors Management Corp | 194,326 | $32.6M | 1.37% | −4,434−2.2% | Reduced |
| Nomura Asset Management Co Ltd | 193,475 | $32.4M | 0.18% | −24,110−11.1% | Reduced |
| FIL Ltd | 193,114 | $32.4M | 0.04% | −210,237−52.1% | Reduced |
| Avalon Investment & Advisory | 192,130 | $32.2M | 0.75% | −240.0% | Reduced |
| Roffman Miller Associates Inc | 192,029 | $32.2M | 2.39% | −219,190−53.3% | Reduced |
| Arizona State Retirement System | 190,409 | $31.9M | 0.26% | −1,441−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 190,409 | $31.9M | 0.08% | −374−0.2% | Reduced |
| Barr E S & Co | 187,459 | $31.4M | 2.26% | −3,948−2.1% | Reduced |
| SG Americas Securities, LLC | 186,504 | $31.2M | 0.17% | −122,913−39.7% | Reduced |
| Employees Retirement System of Texas | 186,090 | $31.2M | 0.36% | +22,145+13.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 185,085 | $31.0M | 0.17% | −5,128−2.7% | Reduced |
| Bowen Hanes & Co Inc | 181,730 | $30.4M | 0.93% | +115,370+173.9% | Added |
| Pelham Global Financials Ltd | 178,826 | $30.0M | 9.67% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 178,329 | $29.9M | 0.26% | +2,718+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 178,272 | $29.9M | 0.06% | −2,820−1.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 172,549 | $28.9M | 0.71% | +8,500+5.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 171,315 | $28.6M | 1.78% | −36,706−17.6% | Reduced |
| Rothschild & Co Asset Management US Inc. | 170,618 | $28.6M | 0.35% | +6,072+3.7% | Added |
| United Capital Financial Advisers, LLC | 169,001 | $28.3M | 0.14% | −2,747−1.6% | Reduced |
| Manning & Napier Group, LLC | 165,165 | $27.7M | 0.24% | −2,550−1.5% | Reduced |
| NN Investment Partners Holdings N.V. | 163,917 | $27.5M | 0.15% | +2,329+1.4% | Added |
| Anchor Capital Advisors LLC | 160,700 | $26.9M | 0.56% | −37,904−19.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 160,321 | $26.9M | 0.49% | −14,300−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 156,133 | $26.3M | 0.05% | +7,185+4.8% | Added |
| Amalgamated Bank | 155,794 | $26.1M | 0.22% | −8,505−5.2% | Reduced |
| Factory Mutual Insurance Co | 155,468 | $26.0M | 0.33% | −2,900−1.8% | Reduced |
| Morningstar Investment Services LLC | 149,821 | $25.7M | 0.30% | +1,010+0.7% | Added |
| Destination Wealth Management | 152,337 | $25.5M | 0.99% | −1,013−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 150,372 | $25.2M | 0.13% | +4,693+3.2% | Added |
| M&T Bank Corp | 150,040 | $25.1M | 0.11% | −13,351−8.2% | Reduced |
| Dana Investment Advisors, Inc. | 148,740 | $24.9M | 1.13% | +24,080+19.3% | Added |
| Quilter Plc | 144,668 | $24.2M | 0.68% | −11,058−7.1% | Reduced |
| Handelsbanken Fonder AB | 143,704 | $24.1M | 0.13% | +3,251+2.3% | Added |
| Border to Coast Pensions Partnership Ltd | 147,833 | $24.1M | 0.82% | 00.0% | Unchanged |
| MetLife Investment Management | 143,252 | $24.0M | 0.22% | −5,491−3.7% | Reduced |
| Agf Investments Inc. | 142,770 | $23.9M | 0.18% | −23,260−14.0% | Reduced |
| Commerce Bank | 141,885 | $23.8M | 0.17% | +1,743+1.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 141,314 | $23.7M | 0.56% | −380.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 140,069 | $23.5M | 2.11% | −650−0.5% | Reduced |
| MUFG Americas Holdings Corp | 140,063 | $23.5M | 0.44% | −7,136−4.8% | Reduced |
| Forsta Ap-Fonden | 139,900 | $23.4M | 0.27% | −8,100−5.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 139,171 | $23.3M | 0.33% | +2,093+1.5% | Added |
| Liontrust Investment Partners LLP | 138,000 | $23.1M | 0.32% | +138,000 | New |
| Millennium Management LLC | 137,436 | $23.0M | 0.03% | +33,980+32.8% | Added |
| Klingenstein Fields & Co LP | 137,369 | $23.0M | 0.98% | −1,469−1.1% | Reduced |
| Rheos Capital Works Inc. | 137,200 | $23.0M | 1.18% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 137,070 | $23.0M | 1.57% | +449+0.3% | Added |
| PGGM Investments | 137,047 | $23.0M | 0.12% | +54,698+66.4% | Added |
| Willis Investment Counsel | 135,654 | $22.7M | 1.30% | +20,119+17.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 134,903 | $22.6M | 0.12% | +99,003+275.8% | Added |
| Gulf International Bank (UK) Ltd | 134,523 | $22.5M | 0.29% | −1,596−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 133,821 | $22.4M | 0.31% | −1,474−1.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 133,134 | $22.3M | 0.12% | +6,941+5.5% | Added |
| Zacks Investment Management | 132,272 | $22.2M | 0.35% | +2,747+2.1% | Added |
| KBC Group NV | 131,141 | $22.0M | 0.08% | +4,786+3.8% | Added |
| Amussen Hunsaker Associates LLC | 129,873 | $21.8M | 5.99% | +1,995+1.6% | Added |
| Bradley Foster & Sargent Inc | 127,383 | $21.3M | 0.50% | −1,838−1.4% | Reduced |
| British Columbia Investment Management Corp | 126,268 | $21.2M | 0.12% | −395−0.3% | Reduced |
| Franklin Street Advisors Inc | 126,185 | $21.1M | 1.79% | +13,109+11.6% | Added |
| Kemnay Advisory Services Inc. | 125,400 | $21.0M | 2.76% | 00.0% | Unchanged |
| ING Groep NV | 122,920 | $20.6M | 0.26% | −56,248−31.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 121,719 | $20.4M | 0.41% | −849−0.7% | Reduced |
| Group One Trading, L.P. | 120,327 | $20.2M | 0.44% | +81,290+208.2% | Added |
| Public Employees Retirement Association of Colorado | 119,654 | $20.0M | 0.09% | −297−0.2% | Reduced |
| Moody National Bank Trust Division | 119,342 | $20.0M | 0.29% | −66−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 118,649 | $19.9M | 0.04% | +6,325+5.6% | Added |
| Equitable Trust Co | 118,558 | $19.9M | 1.27% | −5,353−4.3% | Reduced |
| Jupiter Asset Management Ltd | 118,400 | $19.8M | 0.22% | −3,530−2.9% | Reduced |
| American National Insurance Co | 117,420 | $19.7M | 0.74% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 116,759 | $19.6M | 2.44% | +1,709+1.5% | Added |
| Chilton Capital Management LLC | 116,754 | $19.6M | 1.11% | +1,730+1.5% | Added |
| Utah Retirement Systems | 116,622 | $19.5M | 0.26% | −7,600−6.1% | Reduced |
| APG Asset Management N.V. | 134,099 | $19.4M | 0.03% | −47,600−26.2% | Reduced |
| Westpac Banking Corp | 115,126 | $19.3M | 0.21% | −1,890−1.6% | Reduced |
| Greatmark Investment Partners, Inc. | 114,408 | $19.2M | 3.59% | −1,540−1.3% | Reduced |
| Brinker Capital Investments, LLC | 113,971 | $18.8M | 0.30% | 00.0% | Unchanged |
| Kings Point Capital Management | 112,129 | $18.8M | 1.68% | +1,898+1.7% | Added |
| Noesis Capital Mangement Corp | 110,385 | $18.5M | 3.61% | +2,328+2.2% | Added |
| State of Alaska, Department of Revenue | 109,579 | $18.4M | 0.18% | −2,781−2.5% | Reduced |
| Torray LLC | 109,079 | $18.3M | 2.80% | 00.0% | Unchanged |
| Cullinan Associates Inc | 108,917 | $18.2M | 1.01% | +6,277+6.1% | Added |
| Public Sector Pension Investment Board | 108,540 | $18.2M | 0.11% | +6,540+6.4% | Added |
| Clifford Swan Investment Counsel LLC | 103,859 | $18.1M | 0.66% | +449+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 107,756 | $18.0M | 0.19% | −63,900−37.2% | Reduced |
| Daiwa Securities Group Inc. | 87,262 | $18.0M | 0.12% | +4,862+5.9% | Added |