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 |
|---|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC | 56,097 | $9.18M | 2.10% | +181+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 56,022 | $9.16M | 0.57% | +129+0.2% | Added |
| Argent Trust Co | 55,556 | $9.09M | 0.53% | −363−0.6% | Reduced |
| Wealthfront Advisers LLC | 55,205 | $9.03M | 0.04% | +1,677+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 54,340 | $8.89M | 0.75% | −5,774−9.6% | Reduced |
| Mercer Global Advisors Inc | 54,064 | $8.85M | 0.05% | +11,535+27.1% | Added |
| Atlantic Union Bankshares Corp | 53,223 | $8.71M | 0.74% | −396−0.7% | Reduced |
| Perennial Advisors, LLC | 53,211 | $8.71M | 2.35% | +646+1.2% | Added |
| Securian Asset Management, Inc | 52,856 | $8.65M | 0.16% | −799−1.5% | Reduced |
| Martin Investment Management, LLC | 52,674 | $8.62M | 2.13% | −1,224−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 52,492 | $8.59M | 0.61% | +2,191+4.4% | Added |
| Colony Group LLC | 52,266 | $8.55M | 0.15% | −1,081−2.0% | Reduced |
| Oregon Public Employees Retirement Fund | 52,219 | $8.54M | 0.09% | −1,649−3.1% | Reduced |
| ProVise Management Group, LLC | 52,059 | $8.52M | 0.77% | +574+1.1% | Added |
| Metropolis Capital Ltd | 51,794 | $8.47M | 0.48% | +2,418+4.9% | Added |
| Amica Mutual Insurance Co | 51,518 | $8.43M | 0.71% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 50,806 | $8.31M | 1.03% | −207−0.4% | Reduced |
| CIBC World Markets Inc. | 50,787 | $8.31M | 0.03% | −7,630−13.1% | Reduced |
| Edge Capital Group, LLC | 50,764 | $8.30M | 0.59% | −8,525−14.4% | Reduced |
| Elo Mutual Pension Insurance Co | 50,578 | $8.28M | 0.23% | +3,199+6.8% | Added |
| Private Management Group Inc | 50,379 | $8.24M | 0.33% | −982−1.9% | Reduced |
| Davenport & Co LLC | 50,280 | $8.23M | 0.06% | −1,051−2.0% | Reduced |
| Sky Investment Group LLC | 49,550 | $8.11M | 1.64% | +368+0.7% | Added |
| Private Advisor Group, LLC | 49,337 | $8.07M | 0.06% | −18,276−27.0% | Reduced |
| Neville Rodie & Shaw Inc | 49,277 | $8.06M | 0.57% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 48,963 | $8.01M | 0.09% | −540,653−91.7% | Reduced |
| Maryland State Retirement & Pension System | 48,268 | $7.90M | 0.21% | −841−1.7% | Reduced |
| AE Wealth Management LLC | 48,059 | $7.86M | 0.05% | +3,716+8.4% | Added |
| Carroll Financial Associates, Inc. | 47,049 | $7.73M | 0.41% | −4,572−8.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 46,684 | $7.66M | 0.10% | −2,282−4.7% | Reduced |
| Walleye Trading LLC | 46,824 | $7.66M | 0.12% | −9,262−16.5% | Reduced |
| Norinchukin Bank, The | 46,754 | $7.65M | 0.10% | −3,471−6.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 41,320 | $7.58M | 2.32% | +41,320 | New |
| Family Capital Trust Co | 46,196 | $7.56M | 2.11% | −211−0.5% | Reduced |
| Cubic Asset Management, LLC | 45,857 | $7.50M | 1.70% | −4,355−8.7% | Reduced |
| Shayne & Co., LLC | 45,650 | $7.47M | 4.02% | +1,000+2.2% | Added |
| KMG Fiduciary Partners, LLC | 45,630 | $7.46M | 1.16% | −3,255−6.7% | Reduced |
| NatWest Group plc | 45,514 | $7.45M | 3.83% | +9,195+25.3% | Added |
| Meitav Dash Investments Ltd | 45,339 | $7.42M | 0.12% | −220,772−83.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 44,900 | $7.35M | 0.92% | −5,100−10.2% | Reduced |
| Stanley Capital Management, LLC | 44,830 | $7.33M | 2.32% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 44,342 | $7.25M | 0.10% | −34−0.1% | Reduced |
| Arcadia Investment Management Corp | 43,477 | $7.11M | 1.19% | −1,316−2.9% | Reduced |
| Kestra Advisory Services, LLC | 43,455 | $7.11M | 0.07% | −51,264−54.1% | Reduced |
| St Germain D J Co Inc | 43,243 | $7.08M | 0.39% | −2,514−5.5% | Reduced |
| Bell Asset Management Ltd | 43,063 | $7.04M | 1.14% | +7,387+20.7% | Added |
| Stansberry Asset Management, LLC | 43,021 | $7.04M | 1.32% | +7,047+19.6% | Added |
| Financial Avengers, Inc. | 42,641 | $6.98M | 4.28% | −306−0.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 42,610 | $6.97M | 0.56% | +2,176+5.4% | Added |
| Kinneret Advisory, LLC | 42,559 | $6.96M | 0.72% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 42,476 | $6.95M | 0.29% | +42,476 | New |
| Ironwood Investment Counsel, LLC | 42,247 | $6.91M | 1.58% | +415+1.0% | Added |
| Illinois Municipal Retirement Fund | 41,893 | $6.85M | 0.19% | +31,331+296.6% | Added |
| Tiaa, FSB | 41,540 | $6.75M | 0.02% | +878+2.2% | Added |
| Peapack Gladstone Financial Corp | 41,211 | $6.74M | 0.13% | −228−0.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 41,077 | $6.72M | 0.06% | −1,574−3.7% | Reduced |
| Ergoteles LLC | 40,728 | $6.66M | 0.26% | +40,728 | New |
| Jacobs & Co | 40,060 | $6.55M | 0.68% | +825+2.1% | Added |
| Ulysses Management LLC | 40,000 | $6.54M | 1.13% | +40,000 | New |
| Shelter Mutual Insurance Co | 39,885 | $6.53M | 1.69% | 00.0% | Unchanged |
| Diversified Trust Co | 39,513 | $6.46M | 0.21% | −277−0.7% | Reduced |
| Headinvest, LLC | 39,402 | $6.45M | 1.14% | −230−0.6% | Reduced |
| Louisiana State Employees Retirement System | 39,300 | $6.43M | 0.14% | −800−2.0% | Reduced |
| New Mexico Educational Retirement Board | 39,263 | $6.42M | 0.22% | −3,300−7.8% | Reduced |
| CMT Capital Markets Trading GmbH | 38,900 | $6.36M | 1.83% | +8,087+26.2% | Added |
| Gradient Investments LLC | 38,735 | $6.34M | 0.16% | −15,280−28.3% | Reduced |
| Kentucky Retirement Systems | 38,496 | $6.30M | 0.26% | +1,850+5.0% | Added |
| Highland Capital Management, LLC | 38,458 | $6.29M | 0.36% | −360−0.9% | Reduced |
| Bokf, NA | 38,425 | $6.29M | 0.10% | +4,804+14.3% | Added |
| Winslow Asset Management Inc | 38,162 | $6.24M | 1.10% | −105−0.3% | Reduced |
| Chatham Capital Group, Inc. | 37,980 | $6.21M | 1.12% | −2,450−6.1% | Reduced |
| Redwood Grove Capital, LLC | 37,747 | $6.17M | 2.90% | +3,400+9.9% | Added |
| 1st Source Bank | 37,668 | $6.16M | 0.36% | −224−0.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $6.13M | 0.76% | 00.0% | Unchanged |
| SP Asset Management | 33,420 | $6.13M | 0.61% | +114+0.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 37,343 | $6.11M | 2.26% | −1,237−3.2% | Reduced |
| Cornerstone Advisors, LLC | 37,000 | $6.05M | 0.33% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36,723 | $6.01M | 0.22% | −598−1.6% | Reduced |
| Alerus Financial NA | 36,337 | $5.95M | 0.48% | −663−1.8% | Reduced |
| Prio Wealth Limited Partnership | 36,291 | $5.94M | 0.18% | −220−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 36,106 | $5.91M | 0.17% | −15,624−30.2% | Reduced |
| Olstein Capital Management, L.P. | 36,000 | $5.89M | 0.70% | +3,000+9.1% | Added |
| WoodTrust Financial Corp | 35,785 | $5.86M | 1.21% | +2,833+8.6% | Added |
| Central Trust Co | 35,690 | $5.84M | 0.16% | −661−1.8% | Reduced |
| MAI Capital Management | 35,609 | $5.83M | 0.09% | +2,540+7.7% | Added |
| Heritage Trust Co | 35,462 | $5.80M | 0.74% | −1,306−3.6% | Reduced |
| NFJ Investment Group, LLC | 35,427 | $5.80M | 0.11% | 00.0% | Unchanged |
| Overbrook Management Corp | 35,172 | $5.75M | 1.16% | −100−0.3% | Reduced |
| Bright Rock Capital Management, LLC | 35,000 | $5.73M | 1.30% | +35,000 | New |
| L & S Advisors Inc | 34,692 | $5.68M | 0.61% | +3,799+12.3% | Added |
| Stokes Capital Advisors, LLC | 34,562 | $5.65M | 1.68% | +777+2.3% | Added |
| Drexel Morgan & Co. | 34,530 | $5.65M | 1.63% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 34,504 | $5.64M | 0.21% | −226−0.7% | Reduced |
| Meyer Handelman Co | 34,460 | $5.64M | 0.21% | −100−0.3% | Reduced |
| Atria Investments LLC | 34,431 | $5.63M | 0.10% | +1,031+3.1% | Added |
| Guardian Capital Advisors LP | 32,256 | $5.63M | 0.54% | +915+2.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 34,099 | $5.58M | 2.40% | −350−1.0% | Reduced |
| Searle & Co. | 34,090 | $5.58M | 2.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 33,934 | $5.55M | 0.12% | −3,833−10.1% | Reduced |
| Perigon Wealth Management, LLC | 33,932 | $5.55M | 0.40% | +3,144+10.2% | Added |