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 |
|---|---|---|---|---|---|
| Argent Trust Co | 55,556 | $9.09M | 0.53% | −363−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 56,022 | $9.16M | 0.57% | +129+0.2% | Added |
| Matthew Goff Investment Advisor, LLC | 56,097 | $9.18M | 2.10% | +181+0.3% | Added |
| Achmea Investment Management B.V. | 57,542 | $9.41M | 0.45% | +57,542 | New |
| Claar Advisors LLC | 58,000 | $9.49M | 2.72% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 58,228 | $9.53M | 3.51% | +123+0.2% | Added |
| Rice Partnership, LLC | 58,226 | $9.53M | 2.71% | +2,138+3.8% | Added |
| Van Eck Associates Corp | 58,352 | $9.55M | 0.02% | +42,792+275.0% | Added |
| Foyston, Gordon, & Payne Inc | 59,078 | $9.66M | 2.26% | −895−1.5% | Reduced |
| Eagle Rock Investment Company, LLC | 59,107 | $9.67M | 1.85% | +59,107 | New |
| Carret Asset Management, LLC | 60,301 | $9.87M | 1.09% | −149−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 60,364 | $9.88M | 0.16% | +60,364 | New |
| Allstate Corp | 61,889 | $10.1M | 0.19% | +54,402+726.6% | Added |
| Parthenon LLC | 61,959 | $10.1M | 1.42% | −1,676−2.6% | Reduced |
| Buckhead Capital Management LLC | 61,963 | $10.1M | 2.15% | −1,184−1.9% | Reduced |
| Brown Brothers Harriman & Co | 61,978 | $10.1M | 0.06% | +2,442+4.1% | Added |
| Calamos Wealth Management LLC | 62,597 | $10.2M | 0.75% | +3,438+5.8% | Added |
| Dowling & Yahnke LLC | 62,626 | $10.2M | 0.49% | −2,146−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 63,240 | $10.3M | 0.05% | +6,054+10.6% | Added |
| Hartford Investment Management Co | 63,698 | $10.4M | 0.24% | +3,595+6.0% | Added |
| Mariner, LLC | 64,283 | $10.5M | 0.04% | +13,505+26.6% | Added |
| Marco Investment Management LLC | 64,864 | $10.6M | 1.04% | +5,880+10.0% | Added |
| LVM Capital Management Ltd | 64,961 | $10.6M | 1.42% | +2,141+3.4% | Added |
| Stephens Inc | 65,088 | $10.6M | 0.16% | −9,196−12.4% | Reduced |
| GM Advisory Group, Inc. | 65,364 | $10.7M | 0.95% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 65,389 | $10.7M | 6.18% | −869−1.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 66,132 | $10.8M | 2.57% | +1,829+2.8% | Added |
| Silvercrest Asset Management Group LLC | 66,367 | $10.9M | 0.07% | −1,500−2.2% | Reduced |
| Shell Asset Management Co | 66,615 | $10.9M | 0.22% | −15,610−19.0% | Reduced |
| Sandy Spring Bank | 67,163 | $11.0M | 0.52% | +1,570+2.4% | Added |
| NFC Investments, LLC | 68,537 | $11.2M | 2.33% | −855−1.2% | Reduced |
| Captrust Financial Advisors | 70,084 | $11.5M | 0.08% | +1,076+1.6% | Added |
| Exchange Traded Concepts, LLC | 70,484 | $11.5M | 0.22% | +5,032+7.7% | Added |
| Churchill Management Corp | 70,670 | $11.6M | 0.16% | +2,572+3.8% | Added |
| Narwhal Capital Management | 70,798 | $11.6M | 1.32% | +7,100+11.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 71,500 | $11.7M | 0.55% | −7,100−9.0% | Reduced |
| Tower Research Capital LLC (TRC) | 71,934 | $11.8M | 0.20% | +24,771+52.5% | Added |
| MML Investors Services, LLC | 72,074 | $11.8M | 0.08% | +33,672+87.7% | Added |
| Acadian Asset Management LLC | 72,924 | $11.9M | 0.04% | −19,039−20.7% | Reduced |
| Eagle Global Advisors LLC | 72,955 | $11.9M | 0.75% | −634−0.9% | Reduced |
| Baxter Bros Inc | 73,734 | $12.1M | 1.75% | +105+0.1% | Added |
| Founders Capital Management, LLC | 74,265 | $12.2M | 2.63% | −1,929−2.5% | Reduced |
| Whittier Trust Co | 74,351 | $12.2M | 0.20% | −931−1.2% | Reduced |
| Ziegler Capital Management, LLC | 74,554 | $12.2M | 0.44% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 75,000 | $12.3M | 1.45% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 75,234 | $12.3M | 0.17% | +2,905+4.0% | Added |
| Investment Management of Virginia LLC | 75,562 | $12.4M | 1.99% | −155−0.2% | Reduced |
| Tredje AP-fonden | 75,601 | $12.4M | 0.24% | +17,640+30.4% | Added |
| ExodusPoint Capital Management, LP | 77,135 | $12.6M | 0.15% | −22,399−22.5% | Reduced |
| Abner Herrman & Brock LLC | 77,428 | $12.7M | 1.65% | −2,160−2.7% | Reduced |
| Seizert Capital Partners, LLC | 77,705 | $12.7M | 0.57% | +14,193+22.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,749 | $12.9M | 0.14% | −1,891−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 79,185 | $13.0M | 0.02% | −537,728−87.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 80,395 | $13.2M | 0.17% | −10,000−11.1% | Reduced |
| Xponance, Inc. | 81,585 | $13.3M | 0.21% | +7,090+9.5% | Added |
| Connors Investor Services Inc | 82,399 | $13.5M | 1.32% | −2,435−2.9% | Reduced |
| Mutual of America Capital Management LLC | 82,864 | $13.6M | 0.14% | −1,580−1.9% | Reduced |
| 2Xideas AG | 86,380 | $14.1M | 0.85% | +19,104+28.4% | Added |
| Texas Permanent School Fund | 86,536 | $14.2M | 0.17% | −12,874−13.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 87,926 | $14.4M | 0.22% | −715−0.8% | Reduced |
| Creative Planning | 88,316 | $14.4M | 0.02% | −7,307−7.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 88,763 | $14.6M | 0.19% | +88,763 | New |
| Torray LLC | 89,716 | $14.7M | 2.16% | −19,363−17.8% | Reduced |
| Metropolitan Life Insurance Co | 89,809 | $14.7M | 0.20% | −5,266−5.5% | Reduced |
| Nixon Capital, LLC | 90,158 | $14.7M | 6.75% | +358+0.4% | Added |
| Welch & Forbes LLC | 90,614 | $14.8M | 0.22% | −998−1.1% | Reduced |
| Oppenheimer & Co Inc | 91,049 | $14.9M | 0.26% | +8,437+10.2% | Added |
| Maple Capital Management, Inc. | 91,075 | $14.9M | 1.63% | +10,192+12.6% | Added |
| IFM Investors Pty Ltd | 91,680 | $15.0M | 0.28% | −262−0.3% | Reduced |
| Comerica Bank | 86,719 | $15.0M | 0.11% | −5,187−5.6% | Reduced |
| Rockland Trust Co | 91,793 | $15.0M | 0.96% | −992−1.1% | Reduced |
| Mackay Shields LLC | 93,756 | $15.3M | 0.13% | −4,549−4.6% | Reduced |
| Keybank National Association | 94,734 | $15.5M | 0.06% | −1,248−1.3% | Reduced |
| Hudson Bay Capital Management LP | 95,000 | $15.5M | 0.17% | +95,000 | New |
| Asahi Life Asset Management Co., Ltd. | 95,166 | $15.6M | 1.97% | +1,543+1.6% | Added |
| Chesley Taft & Associates LLC | 96,001 | $15.7M | 0.81% | −849−0.9% | Reduced |
| Boston Common Asset Management, LLC | 96,252 | $15.7M | 0.64% | +9,351+10.8% | Added |
| Fiduciary Trust Co | 97,320 | $15.9M | 0.26% | −807−0.8% | Reduced |
| Noesis Capital Mangement Corp | 97,576 | $16.0M | 3.22% | −12,809−11.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 98,025 | $16.0M | 0.27% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 98,025 | $16.0M | 0.27% | 00.0% | Unchanged |
| Dundas Partners LLP | 82,239 | $16.1M | 2.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 98,924 | $16.2M | 0.03% | +90,871+1,128.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 101,025 | $16.5M | 0.04% | +15,344+17.9% | Added |
| Citizens Financial Group Inc | 103,371 | $16.8M | 0.56% | +27,709+36.6% | Added |
| CIBC Asset Management Inc | 102,795 | $16.8M | 0.06% | +781+0.8% | Added |
| Daiwa Securities Group Inc. | 90,261 | $16.9M | 0.10% | +2,999+3.4% | Added |
| Yousif Capital Management, LLC | 103,920 | $17.0M | 0.18% | +103,920 | New |
| Bragg Financial Advisors, Inc | 102,126 | $17.1M | 1.10% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 104,666 | $17.1M | 0.60% | +807+0.8% | Added |
| Public Sector Pension Investment Board | 104,690 | $17.1M | 0.09% | −3,850−3.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 104,724 | $17.1M | 0.45% | −55,597−34.7% | Reduced |
| APG Asset Management N.V. | 119,099 | $17.1M | 0.03% | −15,000−11.2% | Reduced |
| State of Alaska, Department of Revenue | 105,149 | $17.2M | 0.17% | −4,430−4.0% | Reduced |
| Stewart & Patten Co LLC | 106,681 | $17.5M | 2.61% | +160+0.2% | Added |
| Quilter Plc | 104,516 | $17.6M | 0.46% | −40,152−27.8% | Reduced |
| Taurus Asset Management, LLC | 107,614 | $17.6M | 1.66% | +86,275+404.3% | Added |
| Banco Santander, S.A. | 108,327 | $17.7M | 0.10% | +34,640+47.0% | Added |
| KBC Group NV | 109,265 | $17.9M | 0.06% | −21,876−16.7% | Reduced |
| Cobblestone Capital Advisors LLC | 109,538 | $17.9M | 1.15% | −27,532−20.1% | Reduced |