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, 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
- 2,005
- +157 vs. Q3 2021
- Shares held
- 648.9M
- −13.5M (−2.0%) vs. Q3 2021
- Total value
- $106.1B
- −$4.94B (−4.4%) vs. Q3 2021
- New holders
- 258
- 685 more added
- Sold out
- 101
- 692 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 33,100 | $5.42M | 0.16% | +2,200+7.1% | Added |
| Banque Cantonale Vaudoise | 33,380 | $5.46M | 0.21% | +500+1.5% | Added |
| Veritable, L.P. | 33,874 | $5.54M | 0.08% | +26+0.1% | Added |
| Perigon Wealth Management, LLC | 33,932 | $5.55M | 0.40% | +3,144+10.2% | Added |
| Crossmark Global Holdings, Inc. | 33,934 | $5.55M | 0.12% | −3,833−10.1% | Reduced |
| Searle & Co. | 34,090 | $5.58M | 2.03% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 34,099 | $5.58M | 2.40% | −350−1.0% | Reduced |
| Guardian Capital Advisors LP | 32,256 | $5.63M | 0.54% | +915+2.9% | Added |
| Atria Investments LLC | 34,431 | $5.63M | 0.10% | +1,031+3.1% | Added |
| Meyer Handelman Co | 34,460 | $5.64M | 0.21% | −100−0.3% | Reduced |
| Barrett Asset Management, LLC | 34,504 | $5.64M | 0.21% | −226−0.7% | Reduced |
| Drexel Morgan & Co. | 34,530 | $5.65M | 1.63% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 34,562 | $5.65M | 1.68% | +777+2.3% | Added |
| L & S Advisors Inc | 34,692 | $5.68M | 0.61% | +3,799+12.3% | Added |
| Bright Rock Capital Management, LLC | 35,000 | $5.73M | 1.30% | +35,000 | New |
| Overbrook Management Corp | 35,172 | $5.75M | 1.16% | −100−0.3% | Reduced |
| NFJ Investment Group, LLC | 35,427 | $5.80M | 0.11% | 00.0% | Unchanged |
| Heritage Trust Co | 35,462 | $5.80M | 0.74% | −1,306−3.6% | Reduced |
| MAI Capital Management | 35,609 | $5.83M | 0.09% | +2,540+7.7% | Added |
| Central Trust Co | 35,690 | $5.84M | 0.16% | −661−1.8% | Reduced |
| WoodTrust Financial Corp | 35,785 | $5.86M | 1.21% | +2,833+8.6% | Added |
| Olstein Capital Management, L.P. | 36,000 | $5.89M | 0.70% | +3,000+9.1% | Added |
| Northwest & Ethical Investments L.P. | 36,106 | $5.91M | 0.17% | −15,624−30.2% | Reduced |
| Prio Wealth Limited Partnership | 36,291 | $5.94M | 0.18% | −220−0.6% | Reduced |
| Alerus Financial NA | 36,337 | $5.95M | 0.48% | −663−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 36,723 | $6.01M | 0.22% | −598−1.6% | Reduced |
| Cornerstone Advisors, LLC | 37,000 | $6.05M | 0.33% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 37,343 | $6.11M | 2.26% | −1,237−3.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $6.13M | 0.76% | 00.0% | Unchanged |
| SP Asset Management | 33,420 | $6.13M | 0.61% | +114+0.3% | Added |
| 1st Source Bank | 37,668 | $6.16M | 0.36% | −224−0.6% | Reduced |
| Redwood Grove Capital, LLC | 37,747 | $6.17M | 2.90% | +3,400+9.9% | Added |
| Chatham Capital Group, Inc. | 37,980 | $6.21M | 1.12% | −2,450−6.1% | Reduced |
| Winslow Asset Management Inc | 38,162 | $6.24M | 1.10% | −105−0.3% | Reduced |
| Bokf, NA | 38,425 | $6.29M | 0.10% | +4,804+14.3% | Added |
| Highland Capital Management, LLC | 38,458 | $6.29M | 0.36% | −360−0.9% | Reduced |
| Kentucky Retirement Systems | 38,496 | $6.30M | 0.26% | +1,850+5.0% | Added |
| Gradient Investments LLC | 38,735 | $6.34M | 0.16% | −15,280−28.3% | Reduced |
| CMT Capital Markets Trading GmbH | 38,900 | $6.36M | 1.83% | +8,087+26.2% | Added |
| New Mexico Educational Retirement Board | 39,263 | $6.42M | 0.22% | −3,300−7.8% | Reduced |
| Louisiana State Employees Retirement System | 39,300 | $6.43M | 0.14% | −800−2.0% | Reduced |
| Headinvest, LLC | 39,402 | $6.45M | 1.14% | −230−0.6% | Reduced |
| Diversified Trust Co | 39,513 | $6.46M | 0.21% | −277−0.7% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $6.53M | 1.69% | 00.0% | Unchanged |
| Ulysses Management LLC | 40,000 | $6.54M | 1.13% | +40,000 | New |
| Jacobs & Co | 40,060 | $6.55M | 0.68% | +825+2.1% | Added |
| Ergoteles LLC | 40,728 | $6.66M | 0.26% | +40,728 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 41,077 | $6.72M | 0.06% | −1,574−3.7% | Reduced |
| Peapack Gladstone Financial Corp | 41,211 | $6.74M | 0.13% | −228−0.6% | Reduced |
| Tiaa, FSB | 41,540 | $6.75M | 0.02% | +878+2.2% | Added |
| Illinois Municipal Retirement Fund | 41,893 | $6.85M | 0.19% | +31,331+296.6% | Added |
| Ironwood Investment Counsel, LLC | 42,247 | $6.91M | 1.58% | +415+1.0% | Added |
| Stonegate Investment Group, LLC | 42,476 | $6.95M | 0.29% | +42,476 | New |
| Kinneret Advisory, LLC | 42,559 | $6.96M | 0.72% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 42,610 | $6.97M | 0.56% | +2,176+5.4% | Added |
| Financial Avengers, Inc. | 42,641 | $6.98M | 4.28% | −306−0.7% | Reduced |
| Stansberry Asset Management, LLC | 43,021 | $7.04M | 1.32% | +7,047+19.6% | Added |
| Bell Asset Management Ltd | 43,063 | $7.04M | 1.14% | +7,387+20.7% | Added |
| St Germain D J Co Inc | 43,243 | $7.08M | 0.39% | −2,514−5.5% | Reduced |
| Kestra Advisory Services, LLC | 43,455 | $7.11M | 0.07% | −51,264−54.1% | Reduced |
| Arcadia Investment Management Corp | 43,477 | $7.11M | 1.19% | −1,316−2.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 44,342 | $7.25M | 0.10% | −34−0.1% | Reduced |
| Stanley Capital Management, LLC | 44,830 | $7.33M | 2.32% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 44,900 | $7.35M | 0.92% | −5,100−10.2% | Reduced |
| Meitav Dash Investments Ltd | 45,339 | $7.42M | 0.12% | −220,772−83.0% | Reduced |
| NatWest Group plc | 45,514 | $7.45M | 3.83% | +9,195+25.3% | Added |
| KMG Fiduciary Partners, LLC | 45,630 | $7.46M | 1.16% | −3,255−6.7% | Reduced |
| Shayne & Co., LLC | 45,650 | $7.47M | 4.02% | +1,000+2.2% | Added |
| Cubic Asset Management, LLC | 45,857 | $7.50M | 1.70% | −4,355−8.7% | Reduced |
| Family Capital Trust Co | 46,196 | $7.56M | 2.11% | −211−0.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 41,320 | $7.58M | 2.32% | +41,320 | New |
| Norinchukin Bank, The | 46,754 | $7.65M | 0.10% | −3,471−6.9% | Reduced |
| Walleye Trading LLC | 46,824 | $7.66M | 0.12% | −9,262−16.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 46,684 | $7.66M | 0.10% | −2,282−4.7% | Reduced |
| Carroll Financial Associates, Inc. | 47,049 | $7.73M | 0.41% | −4,572−8.9% | Reduced |
| AE Wealth Management LLC | 48,059 | $7.86M | 0.05% | +3,716+8.4% | Added |
| Maryland State Retirement & Pension System | 48,268 | $7.90M | 0.21% | −841−1.7% | Reduced |
| Zurich Insurance Group Ltd | 48,963 | $8.01M | 0.09% | −540,653−91.7% | Reduced |
| Neville Rodie & Shaw Inc | 49,277 | $8.06M | 0.57% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 49,337 | $8.07M | 0.06% | −18,276−27.0% | Reduced |
| Sky Investment Group LLC | 49,550 | $8.11M | 1.64% | +368+0.7% | Added |
| Davenport & Co LLC | 50,280 | $8.23M | 0.06% | −1,051−2.0% | Reduced |
| Private Management Group Inc | 50,379 | $8.24M | 0.33% | −982−1.9% | Reduced |
| Elo Mutual Pension Insurance Co | 50,578 | $8.28M | 0.23% | +3,199+6.8% | Added |
| Edge Capital Group, LLC | 50,764 | $8.30M | 0.59% | −8,525−14.4% | Reduced |
| CIBC World Markets Inc. | 50,787 | $8.31M | 0.03% | −7,630−13.1% | Reduced |
| Griffin Asset Management, Inc. | 50,806 | $8.31M | 1.03% | −207−0.4% | Reduced |
| Amica Mutual Insurance Co | 51,518 | $8.43M | 0.71% | 00.0% | Unchanged |
| Metropolis Capital Ltd | 51,794 | $8.47M | 0.48% | +2,418+4.9% | Added |
| ProVise Management Group, LLC | 52,059 | $8.52M | 0.77% | +574+1.1% | Added |
| Oregon Public Employees Retirement Fund | 52,219 | $8.54M | 0.09% | −1,649−3.1% | Reduced |
| Colony Group LLC | 52,266 | $8.55M | 0.15% | −1,081−2.0% | Reduced |
| GHP Investment Advisors, Inc. | 52,492 | $8.59M | 0.61% | +2,191+4.4% | Added |
| Martin Investment Management, LLC | 52,674 | $8.62M | 2.13% | −1,224−2.3% | Reduced |
| Securian Asset Management, Inc | 52,856 | $8.65M | 0.16% | −799−1.5% | Reduced |
| Perennial Advisors, LLC | 53,211 | $8.71M | 2.35% | +646+1.2% | Added |
| Atlantic Union Bankshares Corp | 53,223 | $8.71M | 0.74% | −396−0.7% | Reduced |
| Mercer Global Advisors Inc | 54,064 | $8.85M | 0.05% | +11,535+27.1% | Added |
| Dorsey & Whitney Trust CO LLC | 54,340 | $8.89M | 0.75% | −5,774−9.6% | Reduced |
| Wealthfront Advisers LLC | 55,205 | $9.03M | 0.04% | +1,677+3.1% | Added |