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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 112,574 | $18.4M | 0.26% | −21,949−16.3% | Reduced |
| Cullinan Associates Inc | 112,545 | $18.4M | 0.94% | +3,628+3.3% | Added |
| DnB Asset Management AS | 110,432 | $18.1M | 0.11% | +4,558+4.3% | Added |
| Cobblestone Capital Advisors LLC | 109,538 | $17.9M | 1.15% | −27,532−20.1% | Reduced |
| KBC Group NV | 109,265 | $17.9M | 0.06% | −21,876−16.7% | Reduced |
| Banco Santander, S.A. | 108,327 | $17.7M | 0.10% | +34,640+47.0% | Added |
| Taurus Asset Management, LLC | 107,614 | $17.6M | 1.66% | +86,275+404.3% | Added |
| Quilter Plc | 104,516 | $17.6M | 0.46% | −40,152−27.8% | Reduced |
| Stewart & Patten Co LLC | 106,681 | $17.5M | 2.61% | +160+0.2% | Added |
| State of Alaska, Department of Revenue | 105,149 | $17.2M | 0.17% | −4,430−4.0% | Reduced |
| APG Asset Management N.V. | 119,099 | $17.1M | 0.03% | −15,000−11.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 104,724 | $17.1M | 0.45% | −55,597−34.7% | Reduced |
| Public Sector Pension Investment Board | 104,690 | $17.1M | 0.09% | −3,850−3.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 104,666 | $17.1M | 0.60% | +807+0.8% | Added |
| Bragg Financial Advisors, Inc | 102,126 | $17.1M | 1.10% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 103,920 | $17.0M | 0.18% | +103,920 | New |
| Daiwa Securities Group Inc. | 90,261 | $16.9M | 0.10% | +2,999+3.4% | Added |
| CIBC Asset Management Inc | 102,795 | $16.8M | 0.06% | +781+0.8% | Added |
| Citizens Financial Group Inc | 103,371 | $16.8M | 0.56% | +27,709+36.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 101,025 | $16.5M | 0.04% | +15,344+17.9% | Added |
| Great West Life Assurance Co | 98,924 | $16.2M | 0.03% | +90,871+1,128.4% | Added |
| Dundas Partners LLP | 82,239 | $16.1M | 2.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 98,025 | $16.0M | 0.27% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 98,025 | $16.0M | 0.27% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 97,576 | $16.0M | 3.22% | −12,809−11.6% | Reduced |
| Fiduciary Trust Co | 97,320 | $15.9M | 0.26% | −807−0.8% | Reduced |
| Boston Common Asset Management, LLC | 96,252 | $15.7M | 0.64% | +9,351+10.8% | Added |
| Chesley Taft & Associates LLC | 96,001 | $15.7M | 0.81% | −849−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 95,166 | $15.6M | 1.97% | +1,543+1.6% | Added |
| Hudson Bay Capital Management LP | 95,000 | $15.5M | 0.17% | +95,000 | New |
| Keybank National Association | 94,734 | $15.5M | 0.06% | −1,248−1.3% | Reduced |
| Mackay Shields LLC | 93,756 | $15.3M | 0.13% | −4,549−4.6% | Reduced |
| Rockland Trust Co | 91,793 | $15.0M | 0.96% | −992−1.1% | Reduced |
| Comerica Bank | 86,719 | $15.0M | 0.11% | −5,187−5.6% | Reduced |
| IFM Investors Pty Ltd | 91,680 | $15.0M | 0.28% | −262−0.3% | Reduced |
| Maple Capital Management, Inc. | 91,075 | $14.9M | 1.63% | +10,192+12.6% | Added |
| Oppenheimer & Co Inc | 91,049 | $14.9M | 0.26% | +8,437+10.2% | Added |
| Welch & Forbes LLC | 90,614 | $14.8M | 0.22% | −998−1.1% | Reduced |
| Nixon Capital, LLC | 90,158 | $14.7M | 6.75% | +358+0.4% | Added |
| Metropolitan Life Insurance Co | 89,809 | $14.7M | 0.20% | −5,266−5.5% | Reduced |
| Torray LLC | 89,716 | $14.7M | 2.16% | −19,363−17.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 88,763 | $14.6M | 0.19% | +88,763 | New |
| Creative Planning | 88,316 | $14.4M | 0.02% | −7,307−7.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 87,926 | $14.4M | 0.22% | −715−0.8% | Reduced |
| Texas Permanent School Fund | 86,536 | $14.2M | 0.17% | −12,874−13.0% | Reduced |
| 2Xideas AG | 86,380 | $14.1M | 0.85% | +19,104+28.4% | Added |
| Mutual of America Capital Management LLC | 82,864 | $13.6M | 0.14% | −1,580−1.9% | Reduced |
| Connors Investor Services Inc | 82,399 | $13.5M | 1.32% | −2,435−2.9% | Reduced |
| Xponance, Inc. | 81,585 | $13.3M | 0.21% | +7,090+9.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 80,395 | $13.2M | 0.17% | −10,000−11.1% | Reduced |
| D. E. Shaw & Co., Inc. | 79,185 | $13.0M | 0.02% | −537,728−87.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,749 | $12.9M | 0.14% | −1,891−2.3% | Reduced |
| Seizert Capital Partners, LLC | 77,705 | $12.7M | 0.57% | +14,193+22.3% | Added |
| Abner Herrman & Brock LLC | 77,428 | $12.7M | 1.65% | −2,160−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 77,135 | $12.6M | 0.15% | −22,399−22.5% | Reduced |
| Tredje AP-fonden | 75,601 | $12.4M | 0.24% | +17,640+30.4% | Added |
| Investment Management of Virginia LLC | 75,562 | $12.4M | 1.99% | −155−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 75,234 | $12.3M | 0.17% | +2,905+4.0% | Added |
| Wesleyan Assurance Society | 75,000 | $12.3M | 1.45% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 74,554 | $12.2M | 0.44% | 00.0% | Unchanged |
| Whittier Trust Co | 74,351 | $12.2M | 0.20% | −931−1.2% | Reduced |
| Founders Capital Management, LLC | 74,265 | $12.2M | 2.63% | −1,929−2.5% | Reduced |
| Baxter Bros Inc | 73,734 | $12.1M | 1.75% | +105+0.1% | Added |
| Eagle Global Advisors LLC | 72,955 | $11.9M | 0.75% | −634−0.9% | Reduced |
| Acadian Asset Management LLC | 72,924 | $11.9M | 0.04% | −19,039−20.7% | Reduced |
| MML Investors Services, LLC | 72,074 | $11.8M | 0.08% | +33,672+87.7% | Added |
| Tower Research Capital LLC (TRC) | 71,934 | $11.8M | 0.20% | +24,771+52.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 71,500 | $11.7M | 0.55% | −7,100−9.0% | Reduced |
| Narwhal Capital Management | 70,798 | $11.6M | 1.32% | +7,100+11.1% | Added |
| Churchill Management Corp | 70,670 | $11.6M | 0.16% | +2,572+3.8% | Added |
| Exchange Traded Concepts, LLC | 70,484 | $11.5M | 0.22% | +5,032+7.7% | Added |
| Captrust Financial Advisors | 70,084 | $11.5M | 0.08% | +1,076+1.6% | Added |
| NFC Investments, LLC | 68,537 | $11.2M | 2.33% | −855−1.2% | Reduced |
| Sandy Spring Bank | 67,163 | $11.0M | 0.52% | +1,570+2.4% | Added |
| Shell Asset Management Co | 66,615 | $10.9M | 0.22% | −15,610−19.0% | Reduced |
| Silvercrest Asset Management Group LLC | 66,367 | $10.9M | 0.07% | −1,500−2.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 66,132 | $10.8M | 2.57% | +1,829+2.8% | Added |
| Banyan Capital Management, Inc. | 65,389 | $10.7M | 6.18% | −869−1.3% | Reduced |
| GM Advisory Group, Inc. | 65,364 | $10.7M | 0.95% | 00.0% | Unchanged |
| Stephens Inc | 65,088 | $10.6M | 0.16% | −9,196−12.4% | Reduced |
| LVM Capital Management Ltd | 64,961 | $10.6M | 1.42% | +2,141+3.4% | Added |
| Marco Investment Management LLC | 64,864 | $10.6M | 1.04% | +5,880+10.0% | Added |
| Mariner, LLC | 64,283 | $10.5M | 0.04% | +13,505+26.6% | Added |
| Hartford Investment Management Co | 63,698 | $10.4M | 0.24% | +3,595+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 63,240 | $10.3M | 0.05% | +6,054+10.6% | Added |
| Dowling & Yahnke LLC | 62,626 | $10.2M | 0.49% | −2,146−3.3% | Reduced |
| Calamos Wealth Management LLC | 62,597 | $10.2M | 0.75% | +3,438+5.8% | Added |
| Brown Brothers Harriman & Co | 61,978 | $10.1M | 0.06% | +2,442+4.1% | Added |
| Buckhead Capital Management LLC | 61,963 | $10.1M | 2.15% | −1,184−1.9% | Reduced |
| Parthenon LLC | 61,959 | $10.1M | 1.42% | −1,676−2.6% | Reduced |
| Allstate Corp | 61,889 | $10.1M | 0.19% | +54,402+726.6% | Added |
| Capstone Investment Advisors, LLC | 60,364 | $9.88M | 0.16% | +60,364 | New |
| Carret Asset Management, LLC | 60,301 | $9.87M | 1.09% | −149−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 59,107 | $9.67M | 1.85% | +59,107 | New |
| Foyston, Gordon, & Payne Inc | 59,078 | $9.66M | 2.26% | −895−1.5% | Reduced |
| Van Eck Associates Corp | 58,352 | $9.55M | 0.02% | +42,792+275.0% | Added |
| 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 |
| Claar Advisors LLC | 58,000 | $9.49M | 2.72% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 57,542 | $9.41M | 0.45% | +57,542 | New |