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, Q1 2022
Institutional positions in American Express Co as of Mar 31, 2022. 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
- 2,067
- +84 vs. Q4 2021
- Shares held
- 641.8M
- −6.87M (−1.1%) vs. Q4 2021
- Total value
- $120.0B
- +$13.9B (+13.1%) vs. Q4 2021
- New holders
- 197
- 708 more added
- Sold out
- 113
- 809 more reduced
22 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Narwhal Capital Management | 74,075 | $13.9M | 1.62% | +3,277+4.6% | Added |
| Whittier Trust Co | 74,251 | $13.9M | 0.23% | −100−0.1% | Reduced |
| Investment Management of Virginia LLC | 74,783 | $14.0M | 2.46% | −779−1.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 74,907 | $14.0M | 0.03% | −598,581−88.9% | Reduced |
| Wesleyan Assurance Society | 75,000 | $14.0M | 1.71% | 00.0% | Unchanged |
| MML Investors Services, LLC | 75,035 | $14.0M | 0.10% | +2,961+4.1% | Added |
| Tocqueville Asset Management L.P. | 75,231 | $14.1M | 0.21% | −30.0% | Reduced |
| Founders Capital Management, LLC | 75,329 | $14.1M | 3.02% | +1,064+1.4% | Added |
| Stephens Inc | 76,290 | $14.3M | 0.23% | +11,202+17.2% | Added |
| Churchill Management Corp | 77,181 | $14.4M | 0.25% | +6,511+9.2% | Added |
| Sandler Capital Management | 77,200 | $14.4M | 2.18% | +77,200 | New |
| Baxter Bros Inc | 77,221 | $14.4M | 2.17% | +3,487+4.7% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 77,958 | $14.5M | 1.00% | +65,348+518.2% | Added |
| Tredje AP-fonden | 78,601 | $14.7M | 0.30% | +3,000+4.0% | Added |
| Anchor Capital Advisors LLC | 79,143 | $14.8M | 0.32% | −76,067−49.0% | Reduced |
| Texas Permanent School Fund | 79,781 | $14.9M | 0.20% | −6,755−7.8% | Reduced |
| Alyeska Investment Group, L.P. | 80,218 | $15.0M | 0.17% | +52,922+193.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 80,395 | $15.0M | 0.24% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 81,171 | $15.2M | 0.05% | +30,384+59.8% | Added |
| Brookfield Asset Management Inc. | 81,732 | $15.3M | 0.06% | +79,911+4,388.3% | Added |
| Mutual of America Capital Management LLC | 82,086 | $15.3M | 0.16% | −778−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,299 | $15.4M | 0.15% | +3,550+4.5% | Added |
| Mariner, LLC | 82,791 | $15.5M | 0.06% | +18,508+28.8% | Added |
| Wilson Asset Management (International) Pty Ltd | 84,296 | $15.8M | 3.93% | +84,296 | New |
| Connors Investor Services Inc | 84,903 | $15.9M | 1.65% | +2,504+3.0% | Added |
| Comerica Bank | 84,564 | $15.9M | 0.12% | −2,155−2.5% | Reduced |
| MAI Capital Management | 85,699 | $16.0M | 0.27% | +50,090+140.7% | Added |
| Public Sector Pension Investment Board | 86,310 | $16.1M | 0.10% | −18,380−17.6% | Reduced |
| Keybank National Association | 88,074 | $16.5M | 0.07% | −6,660−7.0% | Reduced |
| Mackay Shields LLC | 88,476 | $16.5M | 0.15% | −5,280−5.6% | Reduced |
| Chesley Taft & Associates LLC | 94,967 | $16.7M | 0.97% | −1,034−1.1% | Reduced |
| Twin Tree Management, LP | 90,440 | $16.9M | 0.33% | +88,120+3,798.3% | Added |
| Welch & Forbes LLC | 90,542 | $16.9M | 0.27% | −72−0.1% | Reduced |
| Oppenheimer & Co Inc | 92,515 | $17.3M | 0.31% | +1,466+1.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 93,502 | $17.5M | 2.41% | −1,664−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 93,795 | $17.5M | 0.02% | −105,731−53.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 93,848 | $17.5M | 0.23% | +5,085+5.7% | Added |
| Creative Planning | 94,335 | $17.6M | 0.03% | +6,019+6.8% | Added |
| Great West Life Assurance Co | 94,704 | $17.7M | 0.04% | −4,220−4.3% | Reduced |
| Fiduciary Trust Co | 94,939 | $17.8M | 0.32% | −2,381−2.4% | Reduced |
| Daiwa Securities Group Inc. | 93,174 | $17.8M | 0.11% | +2,913+3.2% | Added |
| Morningstar Investment Services LLC | 93,624 | $17.8M | 0.20% | −57,896−38.2% | Reduced |
| Maple Capital Management, Inc. | 95,331 | $17.8M | 2.09% | +4,256+4.7% | Added |
| Azora Capital LP | 95,585 | $17.9M | 2.98% | +95,585 | New |
| Rockland Trust Co | 95,612 | $17.9M | 1.14% | +3,819+4.2% | Added |
| Dundas Partners LLP | 96,186 | $18.0M | 1.64% | +13,947+17.0% | Added |
| 2Xideas AG | 96,499 | $18.0M | 1.27% | +10,119+11.7% | Added |
| Abner Herrman & Brock LLC | 96,782 | $18.1M | 2.54% | +19,354+25.0% | Added |
| Quilter Plc | 98,532 | $18.4M | 0.50% | −5,984−5.7% | Reduced |
| PGGM Investments | 112,666 | $18.4M | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 99,795 | $18.7M | 0.29% | +11,869+13.5% | Added |
| State of Alaska, Department of Revenue | 100,009 | $18.7M | 0.20% | −5,140−4.9% | Reduced |
| Noesis Capital Mangement Corp | 100,744 | $18.8M | 4.53% | +3,168+3.2% | Added |
| Citizens Financial Group Inc | 100,835 | $18.9M | 0.66% | −2,536−2.5% | Reduced |
| Yousif Capital Management, LLC | 101,291 | $18.9M | 0.21% | −2,629−2.5% | Reduced |
| British Columbia Investment Management Corp | 101,759 | $19.0M | 0.12% | −16,956−14.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 103,025 | $19.3M | 0.34% | +5,000+5.1% | Added |
| Bartlett & Co. LLC | 103,025 | $19.3M | 0.34% | +5,000+5.1% | Added |
| Clifford Swan Investment Counsel LLC | 103,076 | $19.3M | 0.71% | −1,590−1.5% | Reduced |
| Bragg Financial Advisors, Inc | 103,424 | $19.3M | 1.13% | +1,298+1.3% | Added |
| Gulf International Bank (UK) Ltd | 104,574 | $19.6M | 0.29% | −8,000−7.1% | Reduced |
| SG Americas Securities, LLC | 104,698 | $19.6M | 0.17% | −116,165−52.6% | Reduced |
| Paralel Advisors LLC | 105,000 | $19.6M | 1.09% | −105,000−50.0% | Reduced |
| IFM Investors Pty Ltd | 106,492 | $19.9M | 0.31% | +14,812+16.2% | Added |
| Stewart & Patten Co LLC | 106,704 | $20.0M | 3.21% | +230.0% | Added |
| Cobblestone Capital Advisors LLC | 107,131 | $20.0M | 1.36% | −2,407−2.2% | Reduced |
| Taurus Asset Management, LLC | 108,114 | $20.2M | 2.04% | +500+0.5% | Added |
| Public Employees Retirement Association of Colorado | 108,274 | $20.2M | 0.09% | −7,628−6.6% | Reduced |
| Equitable Trust Co | 108,963 | $20.4M | 1.31% | −9,088−7.7% | Reduced |
| Brinker Capital Investments, LLC | 109,547 | $20.5M | 0.32% | −10,258−8.6% | Reduced |
| Utah Retirement Systems | 109,922 | $20.6M | 0.27% | −4,300−3.8% | Reduced |
| Chilton Capital Management LLC | 110,765 | $20.7M | 1.09% | −6,703−5.7% | Reduced |
| Xponance, Inc. | 111,046 | $20.8M | 0.35% | +29,461+36.1% | Added |
| Colony Group LLC | 112,378 | $21.0M | 0.31% | +60,112+115.0% | Added |
| CIBC Asset Management Inc | 112,882 | $21.1M | 0.07% | +10,087+9.8% | Added |
| NorthCrest Asset Manangement, LLC | 113,184 | $21.2M | 1.00% | +97,516+622.4% | Added |
| Kings Point Capital Management | 113,627 | $21.2M | 1.86% | −237−0.2% | Reduced |
| Citadel Advisors LLC | 113,780 | $21.3M | 0.02% | −338,689−74.9% | Reduced |
| Boston Common Asset Management, LLC | 114,578 | $21.4M | 0.93% | +18,326+19.0% | Added |
| Cullen/Frost Bankers, Inc. | 115,229 | $21.5M | 0.42% | +1,651+1.5% | Added |
| Cullinan Associates Inc | 115,581 | $21.6M | 1.13% | +3,036+2.7% | Added |
| Greatmark Investment Partners, Inc. | 116,228 | $21.7M | 3.57% | +1,680+1.5% | Added |
| Capital Fund Management S.A. | 116,620 | $21.8M | 0.58% | −69,190−37.2% | Reduced |
| DnB Asset Management AS | 117,136 | $21.9M | 0.13% | +6,704+6.1% | Added |
| Agf Investments Inc. | 117,974 | $22.1M | 0.17% | −7,907−6.3% | Reduced |
| Captrust Financial Advisors | 118,073 | $22.1M | 0.14% | +47,989+68.5% | Added |
| Westpac Banking Corp | 119,376 | $22.3M | 0.26% | +6,547+5.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 119,424 | $22.3M | 0.13% | −13,295−10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 120,836 | $22.6M | 0.22% | −6,303−5.0% | Reduced |
| Mill Capital Management, LLC | 121,646 | $22.7M | 2.17% | +2,906+2.4% | Added |
| APG Asset Management N.V. | 136,599 | $23.0M | 0.04% | +17,500+14.7% | Added |
| Pinnacle Financial Partners Inc | 123,458 | $23.1M | 0.73% | +8,859+7.7% | Added |
| Pinnacle Associates Ltd | 123,465 | $23.1M | 0.41% | +4,962+4.2% | Added |
| Mackenzie Financial Corp | 124,931 | $23.4M | 0.03% | +4,877+4.1% | Added |
| Gillson Capital LP | 125,175 | $23.4M | 1.87% | −31,481−20.1% | Reduced |
| Factory Mutual Insurance Co | 125,900 | $23.5M | 0.32% | −3,400−2.6% | Reduced |
| Willis Investment Counsel | 126,182 | $23.6M | 1.25% | −1,491−1.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 125,028 | $23.7M | 0.32% | +78,344+167.8% | Added |
| Swiss Life Asset Management Ltd | 127,982 | $23.9M | 0.34% | +3,665+2.9% | Added |
| Bradley Foster & Sargent Inc | 129,565 | $24.2M | 0.52% | +1,284+1.0% | Added |