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 |
|---|---|---|---|---|---|
| Stewart & Patten Co LLC | 106,521 | $17.8M | 2.92% | −1,220−1.1% | Reduced |
| DnB Asset Management AS | 105,874 | $17.7M | 0.12% | +7,279+7.4% | Added |
| Pinnacle Financial Partners Inc | 105,593 | $17.7M | 0.62% | +52,995+100.8% | Added |
| Pinnacle Associates Ltd | 105,476 | $17.7M | 0.33% | −864−0.8% | Reduced |
| Comerica Bank | 91,906 | $17.2M | 0.10% | −44,884−32.8% | Reduced |
| Bragg Financial Advisors, Inc | 102,126 | $17.1M | 1.10% | −4,966−4.6% | Reduced |
| CIBC Asset Management Inc | 102,014 | $17.1M | 0.07% | −534−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 98,570 | $17.0M | 0.05% | +3,759+4.0% | Added |
| ExodusPoint Capital Management, LP | 99,534 | $16.7M | 0.25% | −34,418−25.7% | Reduced |
| Texas Permanent School Fund | 99,410 | $16.7M | 0.20% | −8,686−8.0% | Reduced |
| Mackay Shields LLC | 98,305 | $16.5M | 0.16% | −3,796−3.7% | Reduced |
| Fiduciary Trust Co | 98,127 | $16.4M | 0.29% | +1,624+1.7% | Added |
| Bartlett & Co. Wealth Management LLC | 98,025 | $16.4M | 0.31% | −4,745−4.6% | Reduced |
| Bartlett & Co. LLC | 98,025 | $16.4M | 0.31% | −4,745−4.6% | Reduced |
| Chesley Taft & Associates LLC | 96,850 | $16.2M | 0.93% | −603−0.6% | Reduced |
| AQR Capital Management LLC | 96,837 | $16.2M | 0.03% | +23,929+32.8% | Added |
| Keybank National Association | 95,982 | $16.1M | 0.07% | −231−0.2% | Reduced |
| Creative Planning | 95,623 | $16.0M | 0.03% | +1,317+1.4% | Added |
| Metropolitan Life Insurance Co | 95,075 | $15.9M | 0.23% | −4,244−4.3% | Reduced |
| Kestra Advisory Services, LLC | 94,719 | $15.9M | 0.16% | +50,136+112.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 93,623 | $15.7M | 2.14% | −7,758−7.7% | Reduced |
| Rockland Trust Co | 92,785 | $15.5M | 1.08% | +2,716+3.0% | Added |
| Acadian Asset Management LLC | 91,963 | $15.4M | 0.06% | +73,051+386.3% | Added |
| IFM Investors Pty Ltd | 91,942 | $15.4M | 0.32% | +230+0.3% | Added |
| Welch & Forbes LLC | 91,612 | $15.3M | 0.26% | −538−0.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 90,395 | $15.1M | 0.20% | −1,322−1.4% | Reduced |
| Nixon Capital, LLC | 89,800 | $15.0M | 7.69% | −21,114−19.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 88,641 | $14.8M | 0.26% | −1,726−1.9% | Reduced |
| Boston Common Asset Management, LLC | 86,901 | $14.6M | 0.63% | +24,297+38.8% | Added |
| PEAK6 Investments LLC | 85,992 | $14.4M | 0.29% | +19,951+30.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 85,681 | $14.4M | 0.04% | +11,484+15.5% | Added |
| Connors Investor Services Inc | 84,834 | $14.2M | 1.50% | +14,360+20.4% | Added |
| Mutual of America Capital Management LLC | 84,444 | $14.1M | 0.14% | −521−0.6% | Reduced |
| Oppenheimer & Co Inc | 82,612 | $13.8M | 0.26% | −347−0.4% | Reduced |
| Dundas Partners LLP | 82,239 | $13.8M | 1.94% | −42,022−33.8% | Reduced |
| Shell Asset Management Co | 82,225 | $13.8M | 0.31% | −12,861−13.5% | Reduced |
| Maple Capital Management, Inc. | 80,883 | $13.6M | 1.72% | +1,907+2.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 80,640 | $13.5M | 0.16% | −883−1.1% | Reduced |
| Abner Herrman & Brock LLC | 79,588 | $13.3M | 1.88% | −5,530−6.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 79,141 | $13.3M | 0.19% | −5,509−6.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 78,600 | $13.2M | 0.69% | −3,120−3.8% | Reduced |
| State of Michigan Retirement System | 77,000 | $12.9M | 0.07% | +77,000 | New |
| Founders Capital Management, LLC | 76,194 | $12.8M | 3.22% | −410−0.5% | Reduced |
| Investment Management of Virginia LLC | 75,717 | $12.7M | 2.44% | −61−0.1% | Reduced |
| Citizens Financial Group Inc | 75,662 | $12.7M | 0.47% | −4,076−5.1% | Reduced |
| Tocqueville Asset Management L.P. | 72,329 | $12.6M | 0.19% | +4,206+6.2% | Added |
| Whittier Trust Co | 75,282 | $12.6M | 0.23% | −182−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 75,238 | $12.6M | 0.09% | +22,509+42.7% | Added |
| Wesleyan Assurance Society | 75,000 | $12.6M | 1.60% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 74,554 | $12.5M | 0.45% | 00.0% | Unchanged |
| Xponance, Inc. | 74,495 | $12.5M | 0.24% | −3,930−5.0% | Reduced |
| Stephens Inc | 74,284 | $12.4M | 0.19% | −879−1.2% | Reduced |
| Ossiam | 73,746 | $12.4M | 0.35% | +37,927+105.9% | Added |
| Banco Santander, S.A. | 73,687 | $12.3M | 0.07% | +1,900+2.6% | Added |
| Baxter Bros Inc | 73,629 | $12.3M | 1.97% | +2,046+2.9% | Added |
| Eagle Global Advisors LLC | 73,589 | $12.3M | 0.81% | +1,001+1.4% | Added |
| Alberta Investment Management Corp | 72,800 | $12.2M | 0.11% | +4,300+6.3% | Added |
| united american securities inc. (d/b/a uas asset management) | 71,995 | $12.1M | 3.15% | +71,995 | New |
| NFC Investments, LLC | 69,392 | $11.6M | 2.53% | +60+0.1% | Added |
| Captrust Financial Advisors | 69,008 | $11.6M | 0.10% | +3,649+5.6% | Added |
| Pinebridge Investments, L.P. | 68,134 | $11.4M | 0.14% | +66,949+5,649.7% | Added |
| Churchill Management Corp | 68,098 | $11.4M | 0.17% | +1,450+2.2% | Added |
| Silvercrest Asset Management Group LLC | 67,867 | $11.4M | 0.08% | −1,290−1.9% | Reduced |
| Private Advisor Group, LLC | 67,613 | $11.3M | 0.07% | +21,137+45.5% | Added |
| 2Xideas AG | 67,276 | $11.3M | 0.86% | +2,308+3.6% | Added |
| Banyan Capital Management, Inc. | 66,258 | $11.1M | 7.07% | −480−0.7% | Reduced |
| Sandy Spring Bank | 65,593 | $11.0M | 0.58% | −800−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 65,452 | $11.0M | 0.28% | +34,639+112.4% | Added |
| GM Advisory Group, Inc. | 65,364 | $10.9M | 1.10% | −240.0% | Reduced |
| Dowling & Yahnke LLC | 64,772 | $10.9M | 0.60% | +40.0% | Added |
| Unigestion Holding SA | 62,813 | $10.8M | 0.44% | −270,783−81.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 64,303 | $10.8M | 2.86% | +257+0.4% | Added |
| Narwhal Capital Management | 63,698 | $10.7M | 1.35% | −344−0.5% | Reduced |
| Parthenon LLC | 63,635 | $10.7M | 1.60% | −487−0.8% | Reduced |
| Seizert Capital Partners, LLC | 63,512 | $10.6M | 0.49% | −822−1.3% | Reduced |
| Buckhead Capital Management LLC | 63,147 | $10.6M | 2.37% | −49−0.1% | Reduced |
| LVM Capital Management Ltd | 62,820 | $10.5M | 1.59% | +1,067+1.7% | Added |
| Laurion Capital Management LP | 62,532 | $10.5M | 0.15% | −78,872−55.8% | Reduced |
| Carret Asset Management, LLC | 60,450 | $10.1M | 1.21% | −1,899−3.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 60,114 | $10.1M | 0.93% | −2,964−4.7% | Reduced |
| Hartford Investment Management Co | 60,103 | $10.1M | 0.28% | −8,415−12.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 59,973 | $10.0M | 2.51% | −3,417−5.4% | Reduced |
| Brown Brothers Harriman & Co | 59,536 | $9.97M | 0.06% | +9,985+20.2% | Added |
| Edge Capital Group, LLC | 59,289 | $9.93M | 0.79% | +215+0.4% | Added |
| Calamos Wealth Management LLC | 59,159 | $9.91M | 0.80% | −198−0.3% | Reduced |
| Marco Investment Management LLC | 58,984 | $9.88M | 1.09% | +625+1.1% | Added |
| CIBC World Markets Inc. | 58,417 | $9.79M | 0.04% | −42,416−42.1% | Reduced |
| Marshall Wace, LLP | 58,378 | $9.78M | 0.05% | +25,206+76.0% | Added |
| Hi-Line Capital Management, LLC | 58,105 | $9.73M | 3.48% | +1,823+3.2% | Added |
| Claar Advisors LLC | 58,000 | $9.72M | 2.88% | −12,000−17.1% | Reduced |
| Tredje AP-fonden | 57,961 | $9.71M | 0.20% | +25,000+75.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,186 | $9.58M | 0.05% | +3,243+6.0% | Added |
| Rice Partnership, LLC | 56,088 | $9.40M | 2.97% | +374+0.7% | Added |
| Walleye Trading LLC | 56,086 | $9.40M | 0.22% | +30,640+120.4% | Added |
| QV Investors Inc. | 55,964 | $9.38M | 0.71% | −1,150−2.0% | Reduced |
| Argent Trust Co | 55,919 | $9.37M | 0.60% | −719−1.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 55,916 | $9.37M | 2.30% | +268+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 55,893 | $9.36M | 0.66% | −108,204−65.9% | Reduced |
| Strycker View Capital LLC | 55,407 | $9.28M | 5.96% | +55,407 | New |
| Marshall Wace North America L.P. | 54,119 | $9.07M | 0.04% | +50,718+1,491.3% | Added |