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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 54,015 | $9.05M | 0.25% | +2,217+4.3% | Added |
| Martin Investment Management, LLC | 53,898 | $9.03M | 2.28% | −142−0.3% | Reduced |
| Oregon Public Employees Retirement Fund | 53,868 | $9.03M | 0.10% | −269−0.5% | Reduced |
| Securian Asset Management, Inc | 53,655 | $8.99M | 0.18% | −1,221−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 53,619 | $8.98M | 0.85% | −1,242−2.3% | Reduced |
| Wealthfront Advisers LLC | 53,528 | $8.97M | 0.04% | +9,569+21.8% | Added |
| Colony Group LLC | 53,347 | $8.94M | 0.17% | −7,459−12.3% | Reduced |
| Mackenzie Financial Corp | 52,926 | $8.87M | 0.01% | +7,740+17.1% | Added |
| Perennial Advisors, LLC | 52,565 | $8.81M | 2.59% | −310−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 51,730 | $8.67M | 0.28% | −72,675−58.4% | Reduced |
| Carroll Financial Associates, Inc. | 51,621 | $8.65M | 0.48% | −173−0.3% | Reduced |
| Amica Mutual Insurance Co | 51,518 | $8.63M | 0.90% | +5,927+13.0% | Added |
| ProVise Management Group, LLC | 51,485 | $8.63M | 0.85% | +954+1.9% | Added |
| Private Management Group Inc | 51,361 | $8.61M | 0.36% | −12,158−19.1% | Reduced |
| Davenport & Co LLC | 51,331 | $8.60M | 0.06% | +4,455+9.5% | Added |
| Griffin Asset Management, Inc. | 51,013 | $8.55M | 1.09% | −5,100−9.1% | Reduced |
| Sycomore Asset Management | 49,300 | $8.54M | 1.25% | 00.0% | Unchanged |
| Mariner, LLC | 50,778 | $8.51M | 0.04% | +4,627+10.0% | Added |
| Crestline Management, LP | 50,414 | $8.45M | 0.80% | +5,414+12.0% | Added |
| GHP Investment Advisors, Inc. | 50,301 | $8.43M | 0.67% | +1,527+3.1% | Added |
| Maryland State Retirement & Pension System | 49,109 | $8.41M | 0.24% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 50,233 | $8.41M | 0.05% | +4,347+9.5% | Added |
| Norinchukin Bank, The | 50,225 | $8.41M | 0.12% | +3,284+7.0% | Added |
| Cubic Asset Management, LLC | 50,212 | $8.41M | 2.08% | −675−1.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 50,000 | $8.38M | 1.14% | 00.0% | Unchanged |
| Metropolis Capital Ltd | 49,376 | $8.27M | 0.49% | +2,549+5.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 48,966 | $8.26M | 0.13% | +28,722+141.9% | Added |
| Neville Rodie & Shaw Inc | 49,277 | $8.26M | 0.64% | 00.0% | Unchanged |
| Sky Investment Group LLC | 49,182 | $8.24M | 1.83% | −837−1.7% | Reduced |
| KMG Fiduciary Partners, LLC | 48,885 | $8.19M | 1.39% | −10,169−17.2% | Reduced |
| Elo Mutual Pension Insurance Co | 47,379 | $7.94M | 0.26% | −698−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 47,163 | $7.90M | 0.20% | −31,841−40.3% | Reduced |
| MIK Capital, LP | 46,998 | $7.87M | 3.19% | +46,998 | New |
| Family Capital Trust Co | 46,407 | $7.78M | 2.22% | −429−0.9% | Reduced |
| St Germain D J Co Inc | 45,757 | $7.67M | 0.47% | −3,909−7.9% | Reduced |
| Nomura Holdings Inc | 45,670 | $7.66M | 0.06% | −137,747−75.1% | Reduced |
| Stanley Capital Management, LLC | 44,830 | $7.51M | 2.77% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 44,793 | $7.50M | 1.39% | +2,216+5.2% | Added |
| Shayne & Co., LLC | 44,650 | $7.48M | 4.32% | −1,000−2.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 44,376 | $7.43M | 0.11% | −845−1.9% | Reduced |
| AE Wealth Management LLC | 44,343 | $7.43M | 0.06% | +15,097+51.6% | Added |
| Wolverine Trading, LLC | 42,713 | $7.33M | 0.15% | +42,713 | New |
| Financial Avengers, Inc. | 42,947 | $7.20M | 4.81% | +480+1.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 42,651 | $7.14M | 0.07% | −1,132−2.6% | Reduced |
| New Mexico Educational Retirement Board | 42,563 | $7.13M | 0.25% | −900−2.1% | Reduced |
| Kinneret Advisory, LLC | 42,559 | $7.13M | 0.84% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 42,529 | $7.13M | 0.05% | +8,225+24.0% | Added |
| Ironwood Investment Counsel, LLC | 41,832 | $7.01M | 1.80% | +56+0.1% | Added |
| Horizon Investments, LLC | 41,699 | $6.97M | 0.22% | +41,699 | New |
| Peapack Gladstone Financial Corp | 41,439 | $6.94M | 0.14% | +4,519+12.2% | Added |
| Pacer Advisors, Inc. | 41,294 | $6.92M | 0.09% | +2,263+5.8% | Added |
| Tiaa, FSB | 40,662 | $6.81M | 0.02% | −1,498−3.6% | Reduced |
| BBVA USA | 40,660 | $6.81M | 0.40% | −1,756−4.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 40,434 | $6.77M | 0.61% | +11,355+39.0% | Added |
| Chatham Capital Group, Inc. | 40,430 | $6.77M | 1.30% | +460+1.2% | Added |
| Louisiana State Employees Retirement System | 40,100 | $6.72M | 0.16% | −500−1.2% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $6.68M | 1.88% | −1,275−3.1% | Reduced |
| Diversified Trust Co | 39,790 | $6.67M | 0.24% | −4,308−9.8% | Reduced |
| Headinvest, LLC | 39,632 | $6.64M | 1.26% | +67+0.2% | Added |
| Cinctive Capital Management LP | 39,343 | $6.59M | 0.36% | +39,343 | New |
| Jacobs & Co | 39,235 | $6.57M | 0.76% | −87−0.2% | Reduced |
| Highland Capital Management, LLC | 38,818 | $6.50M | 0.39% | +9,456+32.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 38,580 | $6.46M | 2.55% | −20.0% | Reduced |
| MML Investors Services, LLC | 38,402 | $6.43M | 0.05% | +1,476+4.0% | Added |
| Winslow Asset Management Inc | 38,267 | $6.41M | 1.24% | −1,438−3.6% | Reduced |
| 1st Source Bank | 37,892 | $6.35M | 0.40% | −96−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 37,767 | $6.33M | 0.15% | −445−1.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $6.28M | 0.84% | +37,500 | New |
| Whittier Trust Co of Nevada Inc | 37,321 | $6.25M | 0.26% | +361+1.0% | Added |
| Cornerstone Advisors, LLC | 37,000 | $6.20M | 0.36% | 00.0% | Unchanged |
| Alerus Financial NA | 37,000 | $6.20M | 0.56% | +14,283+62.9% | Added |
| HRT Financial LP | 36,954 | $6.19M | 0.04% | +36,954 | New |
| Heritage Trust Co | 36,768 | $6.16M | 0.87% | −1,325−3.5% | Reduced |
| Kentucky Retirement Systems | 36,646 | $6.14M | 0.29% | −1,244−3.3% | Reduced |
| Prio Wealth Limited Partnership | 36,511 | $6.12M | 0.21% | −1,126−3.0% | Reduced |
| Central Trust Co | 36,351 | $6.09M | 0.22% | −730−2.0% | Reduced |
| NatWest Group plc | 36,319 | $6.08M | 3.27% | −2,996−7.6% | Reduced |
| Stansberry Asset Management, LLC | 35,974 | $6.03M | 1.21% | +1,435+4.2% | Added |
| Bell Asset Management Ltd | 35,676 | $5.98M | 1.02% | −65−0.2% | Reduced |
| One Capital Management, LLC | 35,573 | $5.96M | 0.49% | −2,278−6.0% | Reduced |
| NFJ Investment Group, LLC | 35,427 | $5.93M | 0.12% | −1,839−4.9% | Reduced |
| SP Asset Management | 33,306 | $5.93M | 0.62% | +74+0.2% | Added |
| Overbrook Management Corp | 35,272 | $5.91M | 1.28% | 00.0% | Unchanged |
| Gillson Capital LP | 35,232 | $5.90M | 0.43% | +35,232 | New |
| Barrett Asset Management, LLC | 34,730 | $5.82M | 0.27% | 00.0% | Unchanged |
| Meyer Handelman Co | 34,560 | $5.79M | 0.24% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 34,530 | $5.79M | 1.86% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 34,449 | $5.77M | 2.79% | +710+2.1% | Added |
| Redwood Grove Capital, LLC | 34,347 | $5.75M | 3.28% | 00.0% | Unchanged |
| Searle & Co. | 34,090 | $5.71M | 2.34% | 00.0% | Unchanged |
| Natixis | 34,025 | $5.70M | 0.02% | +6,828+25.1% | Added |
| Veritable, L.P. | 33,848 | $5.67M | 0.09% | +184+0.5% | Added |
| Stokes Capital Advisors, LLC | 33,785 | $5.66M | 1.83% | +591+1.8% | Added |
| Bokf, NA | 33,621 | $5.63M | 0.10% | +33,621 | New |
| Andra AP-fonden | 33,600 | $5.63M | 0.12% | 00.0% | Unchanged |
| Atria Investments LLC | 33,400 | $5.60M | 0.10% | −569−1.7% | Reduced |
| MAI Capital Management | 33,069 | $5.54M | 0.11% | +348+1.1% | Added |
| Olstein Capital Management, L.P. | 33,000 | $5.53M | 0.68% | −1,000−2.9% | Reduced |
| WoodTrust Financial Corp | 32,952 | $5.52M | 1.30% | +4,967+17.7% | Added |
| Polar Capital Holdings Plc | 32,916 | $5.51M | 0.03% | −25,401−43.6% | Reduced |