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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 215,646 | $35.3M | 0.08% | −1,843−0.8% | Reduced |
| Regions Financial Corp | 212,380 | $34.7M | 0.27% | −6,384−2.9% | Reduced |
| NN Investment Partners Holdings N.V. | 210,701 | $34.5M | 0.17% | +46,784+28.5% | Added |
| Country Trust Bank | 210,639 | $34.5M | 0.93% | +10,762+5.4% | Added |
| Commonwealth Equity Services, LLC | 210,316 | $34.4M | 0.08% | +19,907+10.5% | Added |
| Aquamarine Capital Management, LLC | 210,000 | $34.4M | 15.79% | 00.0% | Unchanged |
| Paralel Advisors LLC | 210,000 | $34.4M | 1.99% | +210,000 | New |
| Todd Asset Management LLC | 209,721 | $34.3M | 0.74% | −10,474−4.8% | Reduced |
| Connectus Wealth, LLC | 206,123 | $33.8M | 1.31% | +206,123 | New |
| Aureus Asset Management, LLC | 203,480 | $33.3M | 2.06% | +1,552+0.8% | Added |
| Cohen Klingenstein LLC | 202,969 | $33.2M | 1.31% | −6,000−2.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 199,963 | $32.7M | 0.29% | −14,357−6.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 199,526 | $32.6M | 0.04% | +199,526 | New |
| Holocene Advisors, LP | 199,002 | $32.6M | 0.17% | −121,817−38.0% | Reduced |
| USS Investment Management Ltd | 196,427 | $32.1M | 0.25% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 194,864 | $31.9M | 0.07% | −3,691−1.9% | Reduced |
| Heritage Investors Management Corp | 192,636 | $31.5M | 1.22% | −1,690−0.9% | Reduced |
| Roffman Miller Associates Inc | 192,154 | $31.4M | 2.13% | +125+0.1% | Added |
| ING Groep NV | 189,073 | $30.9M | 0.28% | +66,153+53.8% | Added |
| Capital Fund Management S.A. | 185,810 | $30.4M | 0.79% | +185,810 | New |
| Arizona State Retirement System | 184,943 | $30.3M | 0.23% | −5,466−2.9% | Reduced |
| Barr E S & Co | 184,609 | $30.2M | 2.01% | −2,850−1.5% | Reduced |
| Pinebridge Investments, L.P. | 183,885 | $30.1M | 0.31% | +115,751+169.9% | Added |
| Global Frontier Investments LLC | 183,400 | $30.0M | 11.33% | +183,400 | New |
| Natixis | 183,125 | $29.9M | 0.10% | +149,100+438.2% | Added |
| Jupiter Asset Management Ltd | 180,080 | $29.6M | 0.32% | +61,680+52.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 178,546 | $29.2M | 0.14% | −6,539−3.5% | Reduced |
| Epoch Investment Partners, Inc. | 177,458 | $29.0M | 0.15% | −43,870−19.8% | Reduced |
| FIL Ltd | 176,957 | $28.9M | 0.03% | −16,157−8.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 174,803 | $28.6M | 1.83% | +3,488+2.0% | Added |
| Avalon Investment & Advisory | 172,974 | $28.3M | 0.70% | −19,156−10.0% | Reduced |
| Rothschild & Co Asset Management US Inc. | 172,204 | $28.2M | 0.33% | +1,586+0.9% | Added |
| Umb Bank N A | 167,623 | $27.4M | 0.35% | +149,451+822.4% | Added |
| Bank of Nova Scotia | 164,691 | $27.0M | 0.04% | −187,512−53.2% | Reduced |
| Advisor Group Holdings, Inc. | 162,828 | $26.7M | 0.05% | +6,695+4.3% | Added |
| Amalgamated Bank | 163,207 | $26.7M | 0.20% | +7,413+4.8% | Added |
| Foster Dykema Cabot & Co Inc | 163,064 | $26.7M | 3.01% | +46,305+39.7% | Added |
| United Capital Financial Advisers, LLC | 162,631 | $26.6M | 0.12% | −6,370−3.8% | Reduced |
| Manning & Napier Group, LLC | 161,315 | $26.4M | 0.22% | −3,850−2.3% | Reduced |
| Liontrust Investment Partners LLP | 161,000 | $26.3M | 0.31% | +23,000+16.7% | Added |
| State of Michigan Retirement System | 158,000 | $25.8M | 0.14% | +81,000+105.2% | Added |
| Gillson Capital LP | 156,656 | $25.6M | 1.67% | +121,424+344.6% | Added |
| Kemnay Advisory Services Inc. | 155,759 | $25.5M | 3.58% | +30,359+24.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 155,302 | $25.4M | 0.05% | −22,970−12.9% | Reduced |
| Anchor Capital Advisors LLC | 155,210 | $25.4M | 0.50% | −5,490−3.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 154,023 | $25.2M | 0.31% | +14,852+10.7% | Added |
| Douglass Winthrop Advisors, LLC | 153,674 | $25.1M | 0.56% | −18,875−10.9% | Reduced |
| Rockefeller Capital Management L.P. | 152,171 | $24.9M | 0.12% | +1,799+1.2% | Added |
| Morningstar Investment Services LLC | 151,520 | $24.8M | 0.28% | +1,699+1.1% | Added |
| Destination Wealth Management | 151,403 | $24.8M | 0.88% | −934−0.6% | Reduced |
| DekaBank Deutsche Girozentrale | 149,303 | $24.7M | 0.06% | +50,733+51.5% | Added |
| Marsico Capital Management LLC | 150,567 | $24.6M | 0.72% | −350,328−69.9% | Reduced |
| M&T Bank Corp | 150,454 | $24.6M | 0.10% | +414+0.3% | Added |
| Border to Coast Pensions Partnership Ltd | 147,833 | $24.2M | 0.81% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 147,226 | $24.1M | 0.50% | +5,912+4.2% | Added |
| Amussen Hunsaker Associates LLC | 138,447 | $24.0M | 5.70% | +8,574+6.6% | Added |
| Pelham Global Financials Ltd | 145,444 | $23.8M | 10.54% | −33,382−18.7% | Reduced |
| Dana Investment Advisors, Inc. | 144,802 | $23.7M | 1.03% | −3,938−2.6% | Reduced |
| Commerce Bank | 143,391 | $23.5M | 0.15% | +1,506+1.1% | Added |
| Smith Group Asset Management, LLC | 142,291 | $23.3M | 1.07% | +142,169+116,532.0% | Added |
| AQR Capital Management LLC | 142,135 | $23.3M | 0.04% | +45,298+46.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 141,981 | $23.2M | 0.11% | +7,078+5.2% | Added |
| Laurion Capital Management LP | 139,776 | $22.9M | 0.39% | +77,244+123.5% | Added |
| Franklin Street Advisors Inc | 139,387 | $22.8M | 1.72% | +13,202+10.5% | Added |
| MUFG Americas Holdings Corp | 139,143 | $22.8M | 0.43% | −920−0.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 138,582 | $22.7M | 1.83% | −1,487−1.1% | Reduced |
| Rheos Capital Works Inc. | 137,200 | $22.4M | 0.98% | 00.0% | Unchanged |
| Zacks Investment Management | 137,080 | $22.4M | 0.32% | +4,808+3.6% | Added |
| MetLife Investment Management | 137,033 | $22.4M | 0.18% | −6,219−4.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 132,719 | $21.8M | 0.11% | −415−0.3% | Reduced |
| Handelsbanken Fonder AB | 132,900 | $21.7M | 0.11% | −10,804−7.5% | Reduced |
| Klingenstein Fields & Co LP | 132,133 | $21.6M | 0.87% | −5,236−3.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 131,066 | $21.4M | 0.05% | +12,417+10.5% | Added |
| Schonfeld Strategic Advisors LLC | 130,792 | $21.4M | 0.21% | +130,792 | New |
| Bradley Foster & Sargent Inc | 128,281 | $21.0M | 0.44% | +898+0.7% | Added |
| Willis Investment Counsel | 127,673 | $20.9M | 1.10% | −7,981−5.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 127,139 | $20.8M | 0.21% | +19,383+18.0% | Added |
| Forsta Ap-Fonden | 126,000 | $20.6M | 0.21% | −13,900−9.9% | Reduced |
| Agf Investments Inc. | 125,881 | $20.6M | 0.15% | −16,889−11.8% | Reduced |
| Swiss Life Asset Management Ltd | 124,317 | $20.3M | 0.26% | −9,504−7.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 124,000 | $20.3M | 0.04% | +93,000+300.0% | Added |
| Jane Street Group, LLC | 123,607 | $20.2M | 0.04% | +110,813+866.1% | Added |
| Factory Mutual Insurance Co | 129,300 | $20.0M | 0.29% | −26,168−16.8% | Reduced |
| Mackenzie Financial Corp | 120,054 | $19.6M | 0.03% | +67,128+126.8% | Added |
| Brinker Capital Investments, LLC | 119,805 | $19.6M | 0.28% | +5,834+5.1% | Added |
| HRT Financial LP | 119,131 | $19.5M | 0.11% | +82,177+222.4% | Added |
| Mill Capital Management, LLC | 118,740 | $19.4M | 1.99% | +118,740 | New |
| British Columbia Investment Management Corp | 118,715 | $19.4M | 0.11% | −7,553−6.0% | Reduced |
| Pinnacle Associates Ltd | 118,503 | $19.4M | 0.33% | +13,027+12.4% | Added |
| Equitable Trust Co | 118,051 | $19.3M | 1.19% | −507−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 117,956 | $19.3M | 0.18% | +96,776+456.9% | Added |
| Chilton Capital Management LLC | 117,468 | $19.2M | 0.98% | +714+0.6% | Added |
| Public Employees Retirement Association of Colorado | 115,902 | $19.0M | 0.08% | −3,752−3.1% | Reduced |
| Pinnacle Financial Partners Inc | 114,599 | $18.7M | 0.59% | +9,006+8.5% | Added |
| Greatmark Investment Partners, Inc. | 114,548 | $18.7M | 3.15% | +140+0.1% | Added |
| Utah Retirement Systems | 114,222 | $18.7M | 0.23% | −2,400−2.1% | Reduced |
| Kings Point Capital Management | 113,864 | $18.6M | 1.53% | +1,735+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 113,578 | $18.6M | 0.35% | −8,141−6.7% | Reduced |
| Westpac Banking Corp | 112,829 | $18.5M | 0.19% | −2,297−2.0% | Reduced |
| PGGM Investments | 112,666 | $18.4M | 0.09% | −24,381−17.8% | Reduced |