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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; 3,022 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.

Institutional holdersQ4 2021: 2,005 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 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: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2021: $106.1B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2021

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

Institutions holding AXP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
DnB Asset Management AS110,432$18.1M0.11%+4,558+4.3%Added
Cullinan Associates Inc112,545$18.4M0.94%+3,628+3.3%Added
Gulf International Bank (UK) Ltd112,574$18.4M0.26%−21,949−16.3%Reduced
PGGM Investments112,666$18.4M0.09%−24,381−17.8%Reduced
Westpac Banking Corp112,829$18.5M0.19%−2,297−2.0%Reduced
Cullen/Frost Bankers, Inc.113,578$18.6M0.35%−8,141−6.7%Reduced
Kings Point Capital Management113,864$18.6M1.53%+1,735+1.5%Added
Utah Retirement Systems114,222$18.7M0.23%−2,400−2.1%Reduced
Greatmark Investment Partners, Inc.114,548$18.7M3.15%+140+0.1%Added
Pinnacle Financial Partners Inc114,599$18.7M0.59%+9,006+8.5%Added
Public Employees Retirement Association of Colorado115,902$19.0M0.08%−3,752−3.1%Reduced
Chilton Capital Management LLC117,468$19.2M0.98%+714+0.6%Added
Cubist Systematic Strategies, LLC117,956$19.3M0.18%+96,776+456.9%Added
Equitable Trust Co118,051$19.3M1.19%−507−0.4%Reduced
Pinnacle Associates Ltd118,503$19.4M0.33%+13,027+12.4%Added
British Columbia Investment Management Corp118,715$19.4M0.11%−7,553−6.0%Reduced
Mill Capital Management, LLC118,740$19.4M1.99%+118,740New
HRT Financial LP119,131$19.5M0.11%+82,177+222.4%Added
Brinker Capital Investments, LLC119,805$19.6M0.28%+5,834+5.1%Added
Mackenzie Financial Corp120,054$19.6M0.03%+67,128+126.8%Added
Factory Mutual Insurance Co129,300$20.0M0.29%−26,168−16.8%Reduced
Jane Street Group, LLC123,607$20.2M0.04%+110,813+866.1%Added
Caisse de Depot Et Placement du Quebec124,000$20.3M0.04%+93,000+300.0%Added
Swiss Life Asset Management Ltd124,317$20.3M0.26%−9,504−7.1%Reduced
Agf Investments Inc.125,881$20.6M0.15%−16,889−11.8%Reduced
Forsta Ap-Fonden126,000$20.6M0.21%−13,900−9.9%Reduced
Federation des caisses Desjardins du Quebec127,139$20.8M0.21%+19,383+18.0%Added
Willis Investment Counsel127,673$20.9M1.10%−7,981−5.9%Reduced
Bradley Foster & Sargent Inc128,281$21.0M0.44%+898+0.7%Added
Schonfeld Strategic Advisors LLC130,792$21.4M0.21%+130,792New
Robeco Institutional Asset Management B.V.131,066$21.4M0.05%+12,417+10.5%Added
Klingenstein Fields & Co LP132,133$21.6M0.87%−5,236−3.8%Reduced
Handelsbanken Fonder AB132,900$21.7M0.11%−10,804−7.5%Reduced
Skandinaviska Enskilda Banken AB (publ)132,719$21.8M0.11%−415−0.3%Reduced
MetLife Investment Management137,033$22.4M0.18%−6,219−4.3%Reduced
Zacks Investment Management137,080$22.4M0.32%+4,808+3.6%Added
Rheos Capital Works Inc.137,200$22.4M0.98%00.0%Unchanged
Schaper Benz & Wise Investment Counsel Inc138,582$22.7M1.83%−1,487−1.1%Reduced
MUFG Americas Holdings Corp139,143$22.8M0.43%−920−0.7%Reduced
Franklin Street Advisors Inc139,387$22.8M1.72%+13,202+10.5%Added
Laurion Capital Management LP139,776$22.9M0.39%+77,244+123.5%Added
Connor, Clark & Lunn Investment Management Ltd.141,981$23.2M0.11%+7,078+5.2%Added
AQR Capital Management LLC142,135$23.3M0.04%+45,298+46.8%Added
Smith Group Asset Management, LLC142,291$23.3M1.07%+142,169+116,532.0%Added
Commerce Bank143,391$23.5M0.15%+1,506+1.1%Added
Dana Investment Advisors, Inc.144,802$23.7M1.03%−3,938−2.6%Reduced
Pelham Global Financials Ltd145,444$23.8M10.54%−33,382−18.7%Reduced
Amussen Hunsaker Associates LLC138,447$24.0M5.70%+8,574+6.6%Added
Sumitomo Mitsui DS Asset Management Company, Ltd147,226$24.1M0.50%+5,912+4.2%Added
Border to Coast Pensions Partnership Ltd147,833$24.2M0.81%00.0%Unchanged
M&T Bank Corp150,454$24.6M0.10%+414+0.3%Added
Marsico Capital Management LLC150,567$24.6M0.72%−350,328−69.9%Reduced
DekaBank Deutsche Girozentrale149,303$24.7M0.06%+50,733+51.5%Added
Destination Wealth Management151,403$24.8M0.88%−934−0.6%Reduced
Morningstar Investment Services LLC151,520$24.8M0.28%+1,699+1.1%Added
Rockefeller Capital Management L.P.152,171$24.9M0.12%+1,799+1.2%Added
Douglass Winthrop Advisors, LLC153,674$25.1M0.56%−18,875−10.9%Reduced
Williams Jones Wealth Management, LLC.154,023$25.2M0.31%+14,852+10.7%Added
Anchor Capital Advisors LLC155,210$25.4M0.50%−5,490−3.4%Reduced
Raymond James Financial Services Advisors, Inc.155,302$25.4M0.05%−22,970−12.9%Reduced
Kemnay Advisory Services Inc.155,759$25.5M3.58%+30,359+24.2%Added
Gillson Capital LP156,656$25.6M1.67%+121,424+344.6%Added
State of Michigan Retirement System158,000$25.8M0.14%+81,000+105.2%Added
Liontrust Investment Partners LLP161,000$26.3M0.31%+23,000+16.7%Added
Manning & Napier Group, LLC161,315$26.4M0.22%−3,850−2.3%Reduced
United Capital Financial Advisers, LLC162,631$26.6M0.12%−6,370−3.8%Reduced
Foster Dykema Cabot & Co Inc163,064$26.7M3.01%+46,305+39.7%Added
Amalgamated Bank163,207$26.7M0.20%+7,413+4.8%Added
Advisor Group Holdings, Inc.162,828$26.7M0.05%+6,695+4.3%Added
Bank of Nova Scotia164,691$27.0M0.04%−187,512−53.2%Reduced
Umb Bank N A167,623$27.4M0.35%+149,451+822.4%Added
Rothschild & Co Asset Management US Inc.172,204$28.2M0.33%+1,586+0.9%Added
Avalon Investment & Advisory172,974$28.3M0.70%−19,156−10.0%Reduced
Lombard Odier Asset Management (Switzerland) SA174,803$28.6M1.83%+3,488+2.0%Added
FIL Ltd176,957$28.9M0.03%−16,157−8.4%Reduced
Epoch Investment Partners, Inc.177,458$29.0M0.15%−43,870−19.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)178,546$29.2M0.14%−6,539−3.5%Reduced
Jupiter Asset Management Ltd180,080$29.6M0.32%+61,680+52.1%Added
Natixis183,125$29.9M0.10%+149,100+438.2%Added
Global Frontier Investments LLC183,400$30.0M11.33%+183,400New
Pinebridge Investments, L.P.183,885$30.1M0.31%+115,751+169.9%Added
Barr E S & Co184,609$30.2M2.01%−2,850−1.5%Reduced
Arizona State Retirement System184,943$30.3M0.23%−5,466−2.9%Reduced
Capital Fund Management S.A.185,810$30.4M0.79%+185,810New
ING Groep NV189,073$30.9M0.28%+66,153+53.8%Added
Roffman Miller Associates Inc192,154$31.4M2.13%+125+0.1%Added
Heritage Investors Management Corp192,636$31.5M1.22%−1,690−0.9%Reduced
Baird Financial Group, Inc.194,864$31.9M0.07%−3,691−1.9%Reduced
USS Investment Management Ltd196,427$32.1M0.25%00.0%Unchanged
Holocene Advisors, LP199,002$32.6M0.17%−121,817−38.0%Reduced
Allspring Global Investments Holdings, LLC199,526$32.6M0.04%+199,526New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund199,963$32.7M0.29%−14,357−6.7%Reduced
Cohen Klingenstein LLC202,969$33.2M1.31%−6,000−2.9%Reduced
Aureus Asset Management, LLC203,480$33.3M2.06%+1,552+0.8%Added
Connectus Wealth, LLC206,123$33.8M1.31%+206,123New
Todd Asset Management LLC209,721$34.3M0.74%−10,474−4.8%Reduced
Aquamarine Capital Management, LLC210,000$34.4M15.79%00.0%Unchanged
Paralel Advisors LLC210,000$34.4M1.99%+210,000New
Commonwealth Equity Services, LLC210,316$34.4M0.08%+19,907+10.5%Added
Country Trust Bank210,639$34.5M0.93%+10,762+5.4%Added