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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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.

13F holders, Q4 2021

Institutional positions in American Express Co as of Dec 31, 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
2,004
+157 vs. Q3 2021
Shares held
648.9M
−13.3M (−2.0%) vs. Q3 2021
Total value
$106.2B
−$4.89B (−4.4%) vs. Q3 2021
New holders
258
685 more added
Sold out
101
691 more reduced

31 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 2,004 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,878 institutionsQ4 2021: 2,004 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,625 institutionsQ2 2025: 2,718 institutionsQ3 2025: 2,757 institutionsQ4 2025: 3,042 institutionsQ1 2026: 2,911 institutionsQ2 2026: 3,020 institutions
Value heldQ4 2021: $106.7B
Q1 2021: $96.6BQ2 2021: $157.7BQ3 2021: $111.2BQ4 2021: $106.7BQ1 2022: $120.3BQ2 2022: $88.2BQ3 2022: $85.9BQ4 2022: $92.7BQ1 2023: $104.3BQ2 2023: $108.2BQ3 2023: $91.5BQ4 2023: $120.4BQ1 2024: $149.3BQ2 2024: $143.8BQ3 2024: $164.8BQ4 2024: $177.6BQ1 2025: $160.7BQ2 2025: $190.6BQ3 2025: $201.0BQ4 2025: $217.7BQ1 2026: $174.9BQ2 2026: $195.8B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,020$195.8B
Q1 20262,911$174.9B
Q4 20253,042$217.7B
Q3 20252,757$201.0B
Q2 20252,718$190.6B
Q1 20252,625$160.7B
Q4 20242,642$177.6B
Q3 20242,459$164.8B
Q2 20242,348$143.8B
Q1 20242,315$149.3B
Q4 20232,191$120.4B
Q3 20232,003$91.5B
Q2 20232,048$108.2B
Q1 20232,056$104.3B
Q4 20222,008$92.7B
Q3 20221,919$85.9B
Q2 20221,975$88.2B
Q1 20222,067$120.3B
Q4 20212,004$106.7B
Q3 20211,878$111.2B
Q2 20211,851$157.7B
Q1 20211,781$96.6B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2021.

Institutions holding AXP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway151,610,700$24.8B7.49%00.0%Unchanged
Vanguard Group Inc46,602,078$7.62B0.17%−918,850−1.9%Reduced
BlackRock Inc.45,902,704$7.51B0.19%−1,903,009−4.0%Reduced
State Street Corp34,277,797$5.61B0.27%+320,288+0.9%Added
Wellington Management Group LLP28,431,050$4.65B0.74%−3,391,231−10.7%Reduced
Fisher Asset Management, LLC15,745,967$2.58B1.44%+121,632+0.8%Added
Massachusetts Financial Services Co12,485,487$2.04B0.56%+115,450+0.9%Added
JPMorgan Chase & Co11,762,454$1.92B0.24%+302,094+2.6%Added
Morgan Stanley10,589,901$1.73B0.21%+616,406+6.2%Added
Geode Capital Management, LLC9,833,314$1.60B0.19%+55,027+0.6%Added
Dodge & Cox8,697,741$1.42B0.88%−3,500,572−28.7%Reduced
Northern Trust Corp8,282,455$1.36B0.22%−161,292−1.9%Reduced
FMR LLC7,606,404$1.24B0.09%−1,287,260−14.5%Reduced
Norges Bank6,072,373$993.4M0.20%+84,091+1.4%Added
Janus Henderson Group PLC5,895,502$964.5M0.40%+1,044,011+21.5%Added
Lazard Asset Management LLC5,738,953$938.9M1.00%+165,106+3.0%Added
Bank of New York Mellon Corp5,437,635$889.6M0.16%−106,633−1.9%Reduced
Invesco Ltd.5,384,435$880.9M0.21%−743,232−12.1%Reduced
Nuveen Asset Management, LLC5,261,019$860.7M0.25%−100,360−1.9%Reduced
Bank of America Corp4,932,358$806.9M0.09%+427,005+9.5%Added
Artisan Partners Limited Partnership4,894,441$800.7M0.96%−485,433−9.0%Reduced
Rothschild & Co Wealth Management UK Ltd4,739,466$775.4M12.87%−3,379−0.1%Reduced
Legal & General Group Plc4,618,538$755.6M0.23%−51,830−1.1%Reduced
American Century Companies Inc4,579,051$749.1M0.48%−273,532−5.6%Reduced
Longview Partners (Guernsey) LTD4,361,406$713.5M4.55%−303,964−6.5%Reduced
First Eagle Investment Management, LLC4,225,855$691.4M1.73%−32,245−0.8%Reduced
Deutsche Bank AG4,076,549$666.9M0.30%+193,268+5.0%Added
Franklin Resources Inc3,889,955$636.4M0.23%−25,026−0.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,749,730$615.5M0.89%−1,633,332−30.3%Reduced
Goldman Sachs Group Inc3,647,797$596.8M0.14%−130,170−3.4%Reduced
UBS Asset Management Americas Inc3,581,328$585.9M0.22%−1,356,072−27.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.3,097,746$506.8M0.31%+869,167+39.0%Added
Charles Schwab Investment Management Inc3,083,347$504.4M0.15%+4,490+0.1%Added
Dimensional Fund Advisors LP2,848,857$466.1M0.14%+161,483+6.0%Added
Arrowstreet Capital, Limited Partnership2,748,109$449.6M0.55%+210,464+8.3%Added
Davis Selected Advisers2,682,510$438.9M2.04%−1,416,779−34.6%Reduced
Barclays PLC2,643,361$432.5M0.26%+373,905+16.5%Added
Manufacturers Life Insurance Company, The2,549,554$417.1M0.26%−136,204−5.1%Reduced
Parametric Portfolio Associates LLC2,385,149$390.2M0.20%−79,089−3.2%Reduced
Barrow Hanley Mewhinney & Strauss LLC2,357,780$385.7M1.22%−122,268−4.9%Reduced
Nordea Investment Management AB2,348,103$385.2M0.46%+123,783+5.6%Added
Troy Asset Management Ltd2,336,296$382.2M6.68%−22,815−1.0%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)2,271,272$371.6M0.58%+43,794+2.0%Added
Amundi2,141,346$371.1M0.24%+565,910+35.9%Added
Alliancebernstein L.P.2,242,108$366.8M0.13%−62,535−2.7%Reduced
Ameriprise Financial Inc2,153,892$333.9M0.09%−216,475−9.1%Reduced
UBS Group AG1,944,080$318.1M0.13%−51,423−2.6%Reduced
Wells Fargo & Company1,926,981$315.3M0.08%+176,281+10.1%Added
Sustainable Growth Advisers, LP1,842,453$301.4M1.54%−110,406−5.7%Reduced
Price T Rowe Associates Inc1,646,225$269.3M0.02%−58,576−3.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,634,279$267.4M1.28%−152,251−8.5%Reduced
Royal Bank of Canada1,546,240$253.0M0.06%+175,321+12.8%Added
New York State Common Retirement Fund1,512,304$247.4M0.25%−75,488−4.8%Reduced
Clearbridge Investments, LLC1,466,920$240.0M0.16%−92,791−5.9%Reduced
Pictet Asset Management SA1,436,907$235.1M0.23%+149,908+11.6%Added
Schroder Investment Management Group1,412,241$231.0M0.30%−156,796−10.0%Reduced
Allianz Asset Management GmbH1,383,929$226.4M0.16%+38,336+2.8%Added
California Public Employees Retirement System1,361,552$222.8M0.15%−88,208−6.1%Reduced
Macquarie Group Ltd1,327,646$217.2M0.18%+17,452+1.3%Added
Smead Capital Management, Inc.1,292,143$211.4M5.50%+218,497+20.4%Added
Credit Suisse AG1,257,279$205.7M0.17%−14,183−1.1%Reduced
Bank of Montreal1,180,687$205.4M0.11%−937,714−44.3%Reduced
Standard Life Aberdeen plc1,249,291$204.4M0.45%−40,582−3.1%Reduced
Eaton Vance Management1,245,905$203.8M0.25%−14,219−1.1%Reduced
California State Teachers Retirement System1,232,781$201.7M0.24%+32,790+2.7%Added
Maj Invest Holding A/S1,185,964$194.0M3.15%−577,230−32.7%Reduced
The PNC Financial Services Group, Inc.1,136,395$185.9M0.15%+36,659+3.3%Added
Beutel, Goodman & Co Ltd.1,095,738$179.3M1.02%+144,302+15.2%Added
Rhumbline Advisers1,090,874$178.5M0.22%−9,680−0.9%Reduced
First Trust Advisors LP1,089,132$178.2M0.17%+243,851+28.8%Added
Citigroup Inc1,068,572$174.8M0.16%−44,516−4.0%Reduced
AXA S.A.987,196$161.5M0.41%+133,163+15.6%Added
State of Wisconsin Investment Board985,382$161.2M0.31%+30,262+3.2%Added
HSBC Holdings PLC975,061$159.8M0.17%−259,593−21.0%Reduced
Gabelli Funds LLC928,358$151.9M0.96%−23,600−2.5%Reduced
TD Asset Management Inc924,947$151.3M0.13%−63,455−6.4%Reduced
Ruffer LLP882,015$148.8M3.59%+74,073+9.2%Added
Gamco Investors, Inc. Et Al908,697$148.7M1.27%−25,636−2.7%Reduced
Timucuan Asset Management Inc883,538$144.5M5.30%+14,417+1.7%Added
National Pension Service881,892$144.3M0.25%−21,844−2.4%Reduced
Artemis Investment Management LLP811,714$132.7M0.96%−242,126−23.0%Reduced
Parnassus Investments808,371$132.2M0.25%00.0%Unchanged
State Board of Administration of Florida Retirement System795,423$130.1M0.23%−12,601−1.6%Reduced
Thrivent Financial for Lutherans787,221$128.8M0.25%+12,456+1.6%Added
Millennium Management LLC762,589$124.8M0.14%+625,153+454.9%Added
Principal Financial Group Inc756,628$123.8M0.07%−38,505−4.8%Reduced
Ci Investments Inc.756,363$123.7M0.43%+248,928+49.1%Added
Toronto Dominion Bank754,707$123.5M0.17%+368,457+95.4%Added
Russell Investments Group, Ltd.740,922$121.3M0.19%+20,014+2.8%Added
New York State Teachers Retirement System736,423$120.5M0.23%−10,637−1.4%Reduced
STRS Ohio734,683$120.2M0.42%−4,655−0.6%Reduced
Balyasny Asset Management LLC698,404$114.3M0.49%+421,802+152.5%Added
Douglas Lane & Associates, LLC685,525$112.2M1.49%+16,746+2.5%Added
M&G Investment Management Ltd674,409$110.6M0.29%−308,465−31.4%Reduced
First Manhattan Co674,414$110.3M0.36%−56,419−7.7%Reduced
Adage Capital Partners GP, L.L.C.673,488$110.2M0.20%+190,630+39.5%Added
Ninety One UK Ltd660,460$108.1M0.26%−205,099−23.7%Reduced
Pensioenfonds Rail & Ov658,099$107.7M2.55%00.0%Unchanged
King Luther Capital Management Corp643,391$105.3M0.48%+21,440+3.4%Added
Healthcare of Ontario Pension Plan Trust Fund641,599$105.0M0.23%+357,277+125.7%Added