Skip to main content

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, Q3 2022

Institutional positions in American Express Co as of Sep 30, 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
1,919
−28 vs. Q2 2022
Shares held
630.2M
−3.68M (−0.6%) vs. Q2 2022
Total value
$85.1B
−$2.84B (−3.2%) vs. Q2 2022
New holders
82
745 more added
Sold out
110
716 more reduced

28 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 1,919 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ3 2022: $85.1B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2022.

Institutions holding AXP in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Boston Trust Walden Corp218,379$29.5M0.29%−7,420−3.3%Reduced
Nissay Asset Management Corp213,356$28.8M0.30%+46,610+28.0%Added
Advisors Asset Management, Inc.212,950$28.7M0.58%−22,890−9.7%Reduced
Commonwealth Equity Services, LLC210,244$28.4M0.08%−1,770−0.8%Reduced
Aquamarine Zurich AGSuperinvestorAquamarine210,000$28.3M17.24%+210,000New
AQR Capital Management LLC207,950$28.1M0.07%+124,249+148.4%Added
Connectus Wealth, LLC207,095$28.0M0.58%+11,542+5.9%Added
Rafferty Asset Management, LLC207,400$28.0M0.30%+207,400New
Employees Retirement System of Texas206,000$27.8M0.42%+2,366+1.2%Added
Cambiar Investors LLC205,299$27.7M1.40%+256+0.1%Added
Todd Asset Management LLC204,498$27.6M0.77%+27,917+15.8%Added
Honeycomb Asset Management LP204,000$27.5M4.00%+104,000+104.0%Added
Sumitomo Mitsui DS Asset Management Company, Ltd202,689$27.3M0.62%+22,872+12.7%Added
Aureus Asset Management, LLC202,409$27.3M2.38%+645+0.3%Added
ZWJ Investment Counsel Inc201,827$27.2M1.71%−437−0.2%Reduced
Northwestern Mutual Wealth Management Co201,352$27.2M0.05%+10,137+5.3%Added
Cohen Klingenstein LLC199,519$26.9M1.43%−3,450−1.7%Reduced
Inverness Counsel LLC198,189$26.7M1.49%+23,549+13.5%Added
First Republic Investment Management, Inc.196,174$26.5M0.07%+7,379+3.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)195,455$26.4M0.16%−69,779−26.3%Reduced
Regions Financial Corp195,174$26.3M0.27%−5,704−2.8%Reduced
Cantor Fitzgerald, L. P.194,700$26.3M0.57%+83,476+75.1%Added
DekaBank Deutsche Girozentrale190,882$26.0M0.08%−9,127−4.6%Reduced
American International Group, Inc.191,514$25.8M0.19%−6,744−3.4%Reduced
Roffman Miller Associates Inc191,275$25.8M2.35%+1,487+0.8%Added
Heritage Investors Management Corp188,031$25.4M1.28%+2,290+1.2%Added
Global Frontier Investments LLC183,400$24.7M12.55%00.0%Unchanged
Jacobs Levy Equity Management, Inc182,207$24.6M0.19%+182,207New
Barr E S & Co181,106$24.4M2.16%−1,035−0.6%Reduced
Baird Financial Group, Inc.178,357$24.1M0.07%−3,903−2.1%Reduced
Holocene Advisors, LP178,170$24.0M0.15%−454,478−71.8%Reduced
Huntington National Bank178,059$24.0M0.27%−28,033−13.6%Reduced
Advisor Group Holdings, Inc.176,078$23.8M0.05%−9,940−5.3%Reduced
Squarepoint Ops LLC175,839$23.7M0.21%+119,392+211.5%Added
Avalon Investment & Advisory174,864$23.6M0.73%−4,010−2.2%Reduced
Arizona State Retirement System173,996$23.5M0.24%−3,081−1.7%Reduced
Worldquant Millennium Advisors LLC172,935$23.3M0.57%+52,277+43.3%Added
Raymond James Financial Services Advisors, Inc.172,776$23.3M0.05%−10,383−5.7%Reduced
Border to Coast Pensions Partnership Ltd170,456$23.0M0.74%00.0%Unchanged
Janney Montgomery Scott LLC169,054$22.8M0.10%+169,054New
Assenagon Asset Management S.A.167,636$22.6M0.10%+159,966+2,085.6%Added
Forsta Ap-Fonden167,100$22.5M0.28%+40,500+32.0%Added
Rothschild & Co Asset Management US Inc.166,522$22.5M0.38%+843+0.5%Added
Umb Bank N A164,148$22.1M0.37%−2,998−1.8%Reduced
M&T Bank Corp162,677$21.9M0.10%−2,470−1.5%Reduced
State of Michigan Retirement System162,377$21.9M0.16%−2,200−1.3%Reduced
Sirios Capital Management L P161,367$21.8M4.03%−14,766−8.4%Reduced
MetLife Investment Management159,281$21.5M0.18%−4,888−3.0%Reduced
Amussen Hunsaker Associates LLC158,432$21.5M6.06%+3,684+2.4%Added
Franklin Street Advisors Inc159,122$21.5M2.17%−7,772−4.7%Reduced
Williams Jones Wealth Management, LLC.158,901$21.4M0.37%+1,385+0.9%Added
Dana Investment Advisors, Inc.158,544$21.4M1.21%−7,292−4.4%Reduced
Amalgamated Bank156,392$21.1M0.20%+1,108+0.7%Added
Swiss Life Asset Management Ltd156,231$21.1M0.36%+4,858+3.2%Added
Mirae Asset Global Investments Co., Ltd.155,639$21.0M0.06%+5,615+3.7%Added
J. L. Bainbridge & Co., Inc.155,663$21.0M3.29%+89,959+136.9%Added
United Capital Financial Advisers, LLC152,119$20.5M0.12%+2,774+1.9%Added
Captrust Financial Advisors150,778$20.3M0.12%+22,675+17.7%Added
Douglass Winthrop Advisors, LLC146,515$19.8M0.60%−1,202−0.8%Reduced
Zacks Investment Management142,546$19.2M0.31%−5,507−3.7%Reduced
SG Americas Securities, LLC141,044$19.0M0.29%+78,191+124.4%Added
Fred Alger Management, LLC140,660$19.0M0.10%−143,709−50.5%Reduced
Destination Wealth Management140,512$19.0M0.80%+538+0.4%Added
Commerce Bank140,230$18.9M0.16%−2,233−1.6%Reduced
Flossbach Von Storch AG140,177$18.9M0.07%+38,916+38.4%Added
Schaper Benz & Wise Investment Counsel Inc138,533$18.7M2.16%−340.0%Reduced
Handelsbanken Fonder AB136,717$18.4M0.12%+392+0.3%Added
NorthCrest Asset Manangement, LLC135,764$18.3M0.99%+5,135+3.9%Added
Intech Investment Management LLC133,545$18.0M0.14%−110,960−45.4%Reduced
HM Payson & Co133,173$18.0M0.49%−143,836−51.9%Reduced
Quadrature Capital Ltd132,191$17.8M0.58%+70,774+115.2%Added
Greatmark Investment Partners, Inc.129,939$17.5M3.38%+10,599+8.9%Added
Colony Group LLC128,812$17.4M0.31%−1,691−1.3%Reduced
Bradley Foster & Sargent Inc128,538$17.3M0.48%+148+0.1%Added
Equitable Trust Co126,981$17.1M1.43%−616−0.5%Reduced
Willis Investment Counsel126,895$17.1M1.24%−366−0.3%Reduced
National Bank of Canada126,385$17.1M0.10%+101,917+416.5%Added
USS Investment Management Ltd124,758$16.8M0.26%−48,706−28.1%Reduced
Public Sector Pension Investment Board123,995$16.7M0.14%−7,477−5.7%Reduced
Federation des caisses Desjardins du Quebec123,900$16.7M0.20%−423−0.3%Reduced
Tweedy, Browne Co LLC123,794$16.7M0.74%−195−0.2%Reduced
MUFG Americas Holdings Corp123,457$16.7M0.41%−11,823−8.7%Reduced
Dundas Partners LLP123,088$16.6M1.93%00.0%Unchanged
Mill Capital Management, LLC123,040$16.6M1.94%+2,570+2.1%Added
Klingenstein Fields & Co LP122,935$16.6M0.91%−320−0.3%Reduced
CIBC World Markets Corp122,929$16.6M0.23%−21,681−15.0%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund119,563$16.6M0.21%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA122,175$16.5M1.40%+9,003+8.0%Added
CIBC Asset Management Inc122,141$16.5M0.07%+5,808+5.0%Added
Pinnacle Associates Ltd121,961$16.5M0.38%−2,814−2.3%Reduced
Boston Common Asset Management, LLC121,683$16.4M0.86%+6,657+5.8%Added
Foster Dykema Cabot & Co Inc121,604$16.4M2.06%−38,370−24.0%Reduced
Cullinan Associates Inc121,216$16.4M1.03%+2,770+2.3%Added
Braun Stacey Associates Inc120,323$16.2M0.99%+7,147+6.3%Added
Maple Capital Management, Inc.105,116$16.2M2.04%+3,951+3.9%Added
Factory Mutual Insurance Co120,000$16.2M0.27%−2,000−1.6%Reduced
Man Group plc119,561$16.1M0.08%––
Westpac Banking Corp119,001$16.1M0.24%−1,108−0.9%Reduced
Pinnacle Financial Partners Inc116,896$15.8M0.57%−7,558−6.1%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.116,459$15.7M0.25%−7,354−5.9%Reduced