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, 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 | 3,022 | $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, 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 |
|---|---|---|---|---|---|
| Stewart & Patten Co LLC | 106,704 | $20.0M | 3.21% | +230.0% | Added |
| IFM Investors Pty Ltd | 106,492 | $19.9M | 0.31% | +14,812+16.2% | Added |
| Paralel Advisors LLC | 105,000 | $19.6M | 1.09% | −105,000−50.0% | Reduced |
| SG Americas Securities, LLC | 104,698 | $19.6M | 0.17% | −116,165−52.6% | Reduced |
| Gulf International Bank (UK) Ltd | 104,574 | $19.6M | 0.29% | −8,000−7.1% | Reduced |
| Bragg Financial Advisors, Inc | 103,424 | $19.3M | 1.13% | +1,298+1.3% | Added |
| Clifford Swan Investment Counsel LLC | 103,076 | $19.3M | 0.71% | −1,590−1.5% | Reduced |
| Bartlett & Co. LLC | 103,025 | $19.3M | 0.34% | +5,000+5.1% | Added |
| Bartlett & Co. Wealth Management LLC | 103,025 | $19.3M | 0.34% | +5,000+5.1% | Added |
| British Columbia Investment Management Corp | 101,759 | $19.0M | 0.12% | −16,956−14.3% | Reduced |
| Yousif Capital Management, LLC | 101,291 | $18.9M | 0.21% | −2,629−2.5% | Reduced |
| Citizens Financial Group Inc | 100,835 | $18.9M | 0.66% | −2,536−2.5% | Reduced |
| Noesis Capital Mangement Corp | 100,744 | $18.8M | 4.53% | +3,168+3.2% | Added |
| State of Alaska, Department of Revenue | 100,009 | $18.7M | 0.20% | −5,140−4.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 99,795 | $18.7M | 0.29% | +11,869+13.5% | Added |
| PGGM Investments | 112,666 | $18.4M | 0.09% | 00.0% | Unchanged |
| Quilter Plc | 98,532 | $18.4M | 0.50% | −5,984−5.7% | Reduced |
| Abner Herrman & Brock LLC | 96,782 | $18.1M | 2.54% | +19,354+25.0% | Added |
| 2Xideas AG | 96,499 | $18.0M | 1.27% | +10,119+11.7% | Added |
| Dundas Partners LLP | 96,186 | $18.0M | 1.64% | +13,947+17.0% | Added |
| Rockland Trust Co | 95,612 | $17.9M | 1.14% | +3,819+4.2% | Added |
| Azora Capital LP | 95,585 | $17.9M | 2.98% | +95,585 | New |
| Maple Capital Management, Inc. | 95,331 | $17.8M | 2.09% | +4,256+4.7% | Added |
| Morningstar Investment Services LLC | 93,624 | $17.8M | 0.20% | −57,896−38.2% | Reduced |
| Daiwa Securities Group Inc. | 93,174 | $17.8M | 0.11% | +2,913+3.2% | Added |
| Fiduciary Trust Co | 94,939 | $17.8M | 0.32% | −2,381−2.4% | Reduced |
| Great West Life Assurance Co | 94,704 | $17.7M | 0.04% | −4,220−4.3% | Reduced |
| Creative Planning | 94,335 | $17.6M | 0.03% | +6,019+6.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 93,848 | $17.5M | 0.23% | +5,085+5.7% | Added |
| Allspring Global Investments Holdings, LLC | 93,795 | $17.5M | 0.02% | −105,731−53.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 93,502 | $17.5M | 2.41% | −1,664−1.7% | Reduced |
| Oppenheimer & Co Inc | 92,515 | $17.3M | 0.31% | +1,466+1.6% | Added |
| Welch & Forbes LLC | 90,542 | $16.9M | 0.27% | −72−0.1% | Reduced |
| Twin Tree Management, LP | 90,440 | $16.9M | 0.33% | +88,120+3,798.3% | Added |
| Chesley Taft & Associates LLC | 94,967 | $16.7M | 0.97% | −1,034−1.1% | Reduced |
| Mackay Shields LLC | 88,476 | $16.5M | 0.15% | −5,280−5.6% | Reduced |
| Keybank National Association | 88,074 | $16.5M | 0.07% | −6,660−7.0% | Reduced |
| Public Sector Pension Investment Board | 86,310 | $16.1M | 0.10% | −18,380−17.6% | Reduced |
| MAI Capital Management | 85,699 | $16.0M | 0.27% | +50,090+140.7% | Added |
| Comerica Bank | 84,564 | $15.9M | 0.12% | −2,155−2.5% | Reduced |
| Connors Investor Services Inc | 84,903 | $15.9M | 1.65% | +2,504+3.0% | Added |
| Wilson Asset Management (International) Pty Ltd | 84,296 | $15.8M | 3.93% | +84,296 | New |
| Mariner, LLC | 82,791 | $15.5M | 0.06% | +18,508+28.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,299 | $15.4M | 0.15% | +3,550+4.5% | Added |
| Mutual of America Capital Management LLC | 82,086 | $15.3M | 0.16% | −778−0.9% | Reduced |
| Brookfield Asset Management Inc. | 81,732 | $15.3M | 0.06% | +79,911+4,388.3% | Added |
| CIBC World Markets Inc. | 81,171 | $15.2M | 0.05% | +30,384+59.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 80,395 | $15.0M | 0.24% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 80,218 | $15.0M | 0.17% | +52,922+193.9% | Added |
| Texas Permanent School Fund | 79,781 | $14.9M | 0.20% | −6,755−7.8% | Reduced |
| Anchor Capital Advisors LLC | 79,143 | $14.8M | 0.32% | −76,067−49.0% | Reduced |
| Tredje AP-fonden | 78,601 | $14.7M | 0.30% | +3,000+4.0% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 77,958 | $14.5M | 1.00% | +65,348+518.2% | Added |
| Baxter Bros Inc | 77,221 | $14.4M | 2.17% | +3,487+4.7% | Added |
| Sandler Capital Management | 77,200 | $14.4M | 2.18% | +77,200 | New |
| Churchill Management Corp | 77,181 | $14.4M | 0.25% | +6,511+9.2% | Added |
| Stephens Inc | 76,290 | $14.3M | 0.23% | +11,202+17.2% | Added |
| Founders Capital Management, LLC | 75,329 | $14.1M | 3.02% | +1,064+1.4% | Added |
| Tocqueville Asset Management L.P. | 75,231 | $14.1M | 0.21% | −30.0% | Reduced |
| MML Investors Services, LLC | 75,035 | $14.0M | 0.10% | +2,961+4.1% | Added |
| Wesleyan Assurance Society | 75,000 | $14.0M | 1.71% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 74,907 | $14.0M | 0.03% | −598,581−88.9% | Reduced |
| Investment Management of Virginia LLC | 74,783 | $14.0M | 2.46% | −779−1.0% | Reduced |
| Whittier Trust Co | 74,251 | $13.9M | 0.23% | −100−0.1% | Reduced |
| Narwhal Capital Management | 74,075 | $13.9M | 1.62% | +3,277+4.6% | Added |
| Ci Investments Inc. | 74,035 | $13.8M | 0.05% | −682,328−90.2% | Reduced |
| Torray LLC | 73,632 | $13.8M | 2.21% | −16,084−17.9% | Reduced |
| Eagle Global Advisors LLC | 72,875 | $13.6M | 0.84% | −80−0.1% | Reduced |
| AQR Capital Management LLC | 71,369 | $13.3M | 0.03% | −70,766−49.8% | Reduced |
| NFC Investments, LLC | 68,862 | $12.9M | 2.88% | +325+0.5% | Added |
| Mercer Global Advisors Inc | 67,684 | $12.7M | 0.07% | +13,620+25.2% | Added |
| Seizert Capital Partners, LLC | 67,173 | $12.6M | 0.58% | −10,532−13.6% | Reduced |
| Sandy Spring Bank | 66,972 | $12.5M | 0.64% | −191−0.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 66,955 | $12.5M | 3.22% | +823+1.2% | Added |
| LVM Capital Management Ltd | 66,417 | $12.4M | 1.64% | +1,456+2.2% | Added |
| Silvercrest Asset Management Group LLC | 65,983 | $12.3M | 0.08% | −384−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,427 | $12.2M | 0.06% | +2,187+3.5% | Added |
| GM Advisory Group, Inc. | 65,362 | $12.2M | 1.45% | −20.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 65,270 | $12.2M | 0.65% | −6,230−8.7% | Reduced |
| Banyan Capital Management, Inc. | 64,930 | $12.1M | 7.08% | −459−0.7% | Reduced |
| Calamos Wealth Management LLC | 64,153 | $12.0M | 0.90% | +1,556+2.5% | Added |
| Marco Investment Management LLC | 63,506 | $11.9M | 1.21% | −1,358−2.1% | Reduced |
| Shell Asset Management Co | 63,226 | $11.8M | 0.28% | −3,389−5.1% | Reduced |
| Parthenon LLC | 63,069 | $11.8M | 1.71% | +1,110+1.8% | Added |
| Dowling & Yahnke LLC | 62,922 | $11.8M | 0.51% | +296+0.5% | Added |
| Eagle Rock Investment Company, LLC | 61,604 | $11.5M | 2.44% | +2,497+4.2% | Added |
| Hartford Investment Management Co | 61,504 | $11.5M | 0.30% | −2,194−3.4% | Reduced |
| Buckhead Capital Management LLC | 61,235 | $11.5M | 2.47% | −728−1.2% | Reduced |
| Carret Asset Management, LLC | 60,511 | $11.3M | 1.30% | +210+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 60,278 | $11.3M | 2.50% | +60,278 | New |
| Rheos Capital Works Inc. | 59,900 | $11.2M | 0.54% | −77,300−56.3% | Reduced |
| Rice Partnership, LLC | 59,573 | $11.1M | 3.21% | +1,347+2.3% | Added |
| AE Wealth Management LLC | 59,290 | $11.1M | 0.08% | +11,231+23.4% | Added |
| Hi-Line Capital Management, LLC | 58,777 | $11.0M | 3.75% | +549+0.9% | Added |
| Brown Brothers Harriman & Co | 58,510 | $10.9M | 0.08% | −3,468−5.6% | Reduced |
| Cookson Peirce & Co Inc | 56,935 | $10.6M | 0.62% | +56,935 | New |
| Landscape Capital Management, L.L.C. | 56,678 | $10.6M | 1.35% | +56,678 | New |
| Weiss Multi-Strategy Advisers LLC | 56,375 | $10.5M | 0.25% | +56,375 | New |
| Martin Investment Management, LLC | 56,231 | $10.5M | 2.66% | +3,557+6.8% | Added |
| Foyston, Gordon, & Payne Inc | 56,196 | $10.5M | 2.57% | −2,882−4.9% | Reduced |