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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Lord, Abbett & Co. LLC | 608,099 | $99.5M | 0.23% | +276,881+83.6% | Added |
| Canada Pension Plan Investment Board | 618,565 | $101.2M | 0.11% | −166,700−21.2% | Reduced |
| Blair William & Co | 623,170 | $102.0M | 0.32% | +15,406+2.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 641,599 | $105.0M | 0.23% | +357,277+125.7% | Added |
| King Luther Capital Management Corp | 643,391 | $105.3M | 0.48% | +21,440+3.4% | Added |
| Pensioenfonds Rail & Ov | 658,099 | $107.7M | 2.55% | 00.0% | Unchanged |
| Ninety One UK Ltd | 660,460 | $108.1M | 0.26% | −205,099−23.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 673,488 | $110.2M | 0.20% | +190,630+39.5% | Added |
| First Manhattan Co | 674,414 | $110.3M | 0.36% | −56,419−7.7% | Reduced |
| M&G Investment Management Ltd | 674,409 | $110.6M | 0.80% | −308,465−31.4% | Reduced |
| Douglas Lane & Associates, LLC | 685,525 | $112.2M | 1.49% | +16,746+2.5% | Added |
| Balyasny Asset Management LLC | 698,404 | $114.3M | 0.49% | +421,802+152.5% | Added |
| STRS Ohio | 734,683 | $120.2M | 0.42% | −4,655−0.6% | Reduced |
| New York State Teachers Retirement System | 736,423 | $120.5M | 0.23% | −10,637−1.4% | Reduced |
| Russell Investments Group, Ltd. | 740,922 | $121.3M | 0.19% | +20,014+2.8% | Added |
| Toronto Dominion Bank | 754,707 | $123.5M | 0.17% | +368,457+95.4% | Added |
| Ci Investments Inc. | 756,363 | $123.7M | 0.43% | +248,928+49.1% | Added |
| Principal Financial Group Inc | 756,628 | $123.8M | 0.07% | −38,505−4.8% | Reduced |
| Millennium Management LLC | 762,589 | $124.8M | 0.14% | +625,153+454.9% | Added |
| Thrivent Financial for Lutherans | 787,221 | $128.8M | 0.25% | +12,456+1.6% | Added |
| State Board of Administration of Florida Retirement System | 795,423 | $130.1M | 0.23% | −12,601−1.6% | Reduced |
| Parnassus Investments | 808,371 | $132.2M | 0.25% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 811,714 | $132.7M | 0.96% | −242,126−23.0% | Reduced |
| National Pension Service | 881,892 | $144.3M | 0.25% | −21,844−2.4% | Reduced |
| Timucuan Asset Management Inc | 883,538 | $144.5M | 5.30% | +14,417+1.7% | Added |
| Gamco Investors, Inc. Et Al | 908,697 | $148.7M | 1.27% | −25,636−2.7% | Reduced |
| Ruffer LLP | 882,015 | $148.8M | 3.59% | +74,073+9.2% | Added |
| TD Asset Management Inc | 924,947 | $151.3M | 0.13% | −63,455−6.4% | Reduced |
| Gabelli Funds LLC | 928,358 | $151.9M | 0.96% | −23,600−2.5% | Reduced |
| HSBC Holdings PLC | 975,061 | $159.8M | 0.17% | −259,593−21.0% | Reduced |
| State of Wisconsin Investment Board | 985,382 | $161.2M | 0.31% | +30,262+3.2% | Added |
| AXA S.A. | 987,196 | $161.5M | 0.41% | +133,163+15.6% | Added |
| Citigroup Inc | 1,068,572 | $174.8M | 0.16% | −44,516−4.0% | Reduced |
| First Trust Advisors LP | 1,089,132 | $178.2M | 0.17% | +243,851+28.8% | Added |
| Rhumbline Advisers | 1,090,874 | $178.5M | 0.22% | −9,680−0.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,095,738 | $179.3M | 1.02% | +144,302+15.2% | Added |
| The PNC Financial Services Group, Inc. | 1,136,395 | $185.9M | 0.15% | +36,659+3.3% | Added |
| Maj Invest Holding A/S | 1,185,964 | $194.0M | 3.15% | −577,230−32.7% | Reduced |
| California State Teachers Retirement System | 1,232,781 | $201.7M | 0.24% | +32,790+2.7% | Added |
| Eaton Vance Management | 1,245,905 | $203.8M | 0.25% | −14,219−1.1% | Reduced |
| Standard Life Aberdeen plc | 1,249,291 | $204.4M | 0.45% | −40,582−3.1% | Reduced |
| Bank of Montreal | 1,180,687 | $205.4M | 0.11% | −937,714−44.3% | Reduced |
| Credit Suisse AG | 1,257,279 | $205.7M | 0.17% | −14,183−1.1% | Reduced |
| Smead Capital Management, Inc. | 1,292,143 | $211.4M | 5.50% | +218,497+20.4% | Added |
| Macquarie Group Ltd | 1,327,646 | $217.2M | 0.18% | +17,452+1.3% | Added |
| California Public Employees Retirement System | 1,361,552 | $222.8M | 0.15% | −88,208−6.1% | Reduced |
| Allianz Asset Management GmbH | 1,383,929 | $226.4M | 0.16% | +38,336+2.8% | Added |
| Schroder Investment Management Group | 1,412,241 | $231.0M | 0.31% | −156,796−10.0% | Reduced |
| Pictet Asset Management SA | 1,436,907 | $235.1M | 0.23% | +149,908+11.6% | Added |
| Clearbridge Investments, LLC | 1,466,920 | $240.0M | 0.16% | −92,791−5.9% | Reduced |
| New York State Common Retirement Fund | 1,512,304 | $247.4M | 0.25% | −75,488−4.8% | Reduced |
| Royal Bank of Canada | 1,546,240 | $253.0M | 0.06% | +175,321+12.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,634,279 | $267.4M | 1.28% | −152,251−8.5% | Reduced |
| Price T Rowe Associates Inc | 1,646,225 | $269.3M | 0.02% | −58,576−3.4% | Reduced |
| Sustainable Growth Advisers, LP | 1,842,453 | $301.4M | 1.54% | −110,406−5.7% | Reduced |
| Wells Fargo & Company | 1,926,981 | $315.3M | 0.08% | +176,281+10.1% | Added |
| UBS Group AG | 1,944,080 | $318.1M | 0.13% | −51,423−2.6% | Reduced |
| Ameriprise Financial Inc | 2,153,892 | $333.9M | 0.09% | −216,475−9.1% | Reduced |
| Alliancebernstein L.P. | 2,242,108 | $366.8M | 0.13% | −62,535−2.7% | Reduced |
| Amundi | 2,141,346 | $371.1M | 0.24% | +565,910+35.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,271,272 | $371.6M | 0.58% | +43,794+2.0% | Added |
| Troy Asset Management Ltd | 2,336,296 | $382.2M | 6.68% | −22,815−1.0% | Reduced |
| Nordea Investment Management AB | 2,348,103 | $385.2M | 0.46% | +123,783+5.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,357,780 | $385.7M | 1.22% | −122,268−4.9% | Reduced |
| Parametric Portfolio Associates LLC | 2,385,149 | $390.2M | 0.20% | −79,089−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 2,549,554 | $417.1M | 0.26% | −136,204−5.1% | Reduced |
| Barclays PLC | 2,643,361 | $432.5M | 0.26% | +373,905+16.5% | Added |
| Davis Selected Advisers | 2,682,510 | $438.9M | 2.04% | −1,416,779−34.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,748,109 | $449.6M | 0.55% | +210,464+8.3% | Added |
| Dimensional Fund Advisors LP | 2,848,857 | $466.1M | 0.14% | +161,483+6.0% | Added |
| Charles Schwab Investment Management Inc | 3,083,347 | $504.4M | 0.15% | +4,490+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,097,746 | $506.8M | 0.31% | +869,167+39.0% | Added |
| UBS Asset Management Americas Inc | 3,581,328 | $585.9M | 0.22% | −1,356,072−27.5% | Reduced |
| Goldman Sachs Group Inc | 3,647,797 | $596.8M | 0.14% | −130,170−3.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,749,730 | $615.5M | 0.89% | −1,633,332−30.3% | Reduced |
| Franklin Resources Inc | 3,889,955 | $636.4M | 0.23% | −25,026−0.6% | Reduced |
| Deutsche Bank AG | 4,076,549 | $666.9M | 0.30% | +193,268+5.0% | Added |
| First Eagle Investment Management, LLC | 4,225,855 | $691.4M | 1.73% | −32,245−0.8% | Reduced |
| Longview Partners (Guernsey) LTD | 4,361,406 | $713.5M | 4.55% | −303,964−6.5% | Reduced |
| American Century Companies Inc | 4,579,051 | $749.1M | 0.48% | −273,532−5.6% | Reduced |
| Legal & General Group Plc | 4,618,538 | $755.6M | 0.23% | −51,830−1.1% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 4,739,466 | $775.4M | 12.87% | −3,379−0.1% | Reduced |
| Artisan Partners Limited Partnership | 4,894,441 | $800.7M | 0.96% | −485,433−9.0% | Reduced |
| Bank of America Corp | 4,932,358 | $806.9M | 0.09% | +427,005+9.5% | Added |
| Nuveen Asset Management, LLC | 5,261,019 | $860.7M | 0.25% | −100,360−1.9% | Reduced |
| Invesco Ltd. | 5,384,435 | $880.9M | 0.21% | −743,232−12.1% | Reduced |
| Bank of New York Mellon Corp | 5,437,635 | $889.6M | 0.16% | −106,633−1.9% | Reduced |
| Lazard Asset Management LLC | 5,738,953 | $938.9M | 1.00% | +165,106+3.0% | Added |
| Janus Henderson Group PLC | 5,895,502 | $964.5M | 0.40% | +1,044,011+21.5% | Added |
| Norges Bank | 6,072,373 | $993.4M | 0.20% | +84,091+1.4% | Added |
| FMR LLC | 7,606,404 | $1.24B | 0.09% | −1,287,260−14.5% | Reduced |
| Northern Trust Corp | 8,282,455 | $1.36B | 0.22% | −161,292−1.9% | Reduced |
| Dodge & Cox | 8,697,741 | $1.42B | 0.88% | −3,500,572−28.7% | Reduced |
| Geode Capital Management, LLC | 9,833,314 | $1.60B | 0.19% | +55,027+0.6% | Added |
| Morgan Stanley | 10,589,901 | $1.73B | 0.21% | +616,406+6.2% | Added |
| JPMorgan Chase & Co | 11,762,454 | $1.92B | 0.24% | +302,094+2.6% | Added |
| Massachusetts Financial Services Co | 12,485,487 | $2.04B | 0.56% | +115,450+0.9% | Added |
| Fisher Asset Management, LLC | 15,745,967 | $2.58B | 1.44% | +121,632+0.8% | Added |
| Wellington Management Group LLP | 28,431,050 | $4.65B | 0.74% | −3,391,231−10.7% | Reduced |
| State Street Corp | 34,277,797 | $5.61B | 0.27% | +320,288+0.9% | Added |