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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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.

13F holders, Q4 2022

Institutional positions in American Express Co as of Dec 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
2,008
+126 vs. Q3 2022
Shares held
625.2M
−8.24M (−1.3%) vs. Q3 2022
Total value
$92.7B
+$7.08B (+8.3%) vs. Q3 2022
New holders
222
690 more added
Sold out
96
738 more reduced

37 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 2,008 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,878 institutionsQ4 2021: 2,004 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: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,625 institutionsQ2 2025: 2,718 institutionsQ3 2025: 2,757 institutionsQ4 2025: 3,042 institutionsQ1 2026: 2,911 institutionsQ2 2026: 3,020 institutions
Value heldQ4 2022: $92.7B
Q1 2021: $96.6BQ2 2021: $157.7BQ3 2021: $111.2BQ4 2021: $106.7BQ1 2022: $120.3BQ2 2022: $88.2BQ3 2022: $85.9BQ4 2022: $92.7BQ1 2023: $104.3BQ2 2023: $108.2BQ3 2023: $91.5BQ4 2023: $120.4BQ1 2024: $149.3BQ2 2024: $143.8BQ3 2024: $164.8BQ4 2024: $177.6BQ1 2025: $160.7BQ2 2025: $190.6BQ3 2025: $201.0BQ4 2025: $217.7BQ1 2026: $174.9BQ2 2026: $195.8B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,020$195.8B
Q1 20262,911$174.9B
Q4 20253,042$217.7B
Q3 20252,757$201.0B
Q2 20252,718$190.6B
Q1 20252,625$160.7B
Q4 20242,642$177.6B
Q3 20242,459$164.8B
Q2 20242,348$143.8B
Q1 20242,315$149.3B
Q4 20232,191$120.4B
Q3 20232,003$91.5B
Q2 20232,048$108.2B
Q1 20232,056$104.3B
Q4 20222,008$92.7B
Q3 20221,919$85.9B
Q2 20221,975$88.2B
Q1 20222,067$120.3B
Q4 20212,004$106.7B
Q3 20211,878$111.2B
Q2 20211,851$157.7B
Q1 20211,781$96.6B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2022.

Institutions holding AXP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway151,610,700$22.4B7.49%00.0%Unchanged
Vanguard Group Inc47,283,954$6.99B0.19%+262,539+0.6%Added
BlackRock Inc.45,476,476$6.72B0.21%+922,815+2.1%Added
State Street Corp31,332,125$4.63B0.27%+4,7680.0%Added
Wellington Management Group LLP21,818,034$3.22B0.65%−1,866,960−7.9%Reduced
JPMorgan Chase & Co16,488,613$2.44B0.35%+401,292+2.5%Added
Fisher Asset Management, LLC14,511,472$2.14B1.45%−527,315−3.5%Reduced
Morgan Stanley12,503,902$1.85B0.21%+35,760+0.3%Added
Bank of America Corp12,132,998$1.79B0.23%+233,876+2.0%Added
Massachusetts Financial Services Co11,541,153$1.71B0.60%−1,051,677−8.4%Reduced
Geode Capital Management, LLC10,458,404$1.54B0.22%+177,635+1.7%Added
Northern Trust Corp7,373,276$1.09B0.23%−62,898−0.8%Reduced
Nuveen Asset Management, LLC7,139,839$1.05B0.41%+613,987+9.4%Added
Norges Bank6,169,567$911.6M0.22%+514,548+9.1%Added
Lazard Asset Management LLC5,802,341$857.3M1.18%+405,975+7.5%Added
Invesco Ltd.5,692,274$841.0M0.25%−147,167−2.5%Reduced
Bank of New York Mellon Corp5,547,911$819.7M0.19%+162,113+3.0%Added
FMR LLC4,805,733$710.0M0.07%−1,339,121−21.8%Reduced
Artisan Partners Limited Partnership4,520,133$667.8M1.19%−230,096−4.8%Reduced
Legal & General Group Plc4,274,661$631.6M0.24%−268,759−5.9%Reduced
Dodge & Cox4,267,811$630.6M0.43%−1,671,778−28.1%Reduced
Janus Henderson Group PLC4,180,074$617.6M0.44%−3,842,050−47.9%Reduced
Goldman Sachs Group Inc3,860,932$570.5M0.16%+335,390+9.5%Added
Rothschild & Co Wealth Management UK Ltd3,836,937$566.9M12.58%+246,201+6.9%Added
UBS Asset Management Americas Inc3,487,088$515.2M0.27%−76,326−2.1%Reduced
Longview Partners (Guernsey) LTD3,433,884$507.4M4.03%−39,890−1.1%Reduced
Charles Schwab Investment Management Inc3,186,933$470.9M0.15%+65,585+2.1%Added
Dimensional Fund Advisors LP3,053,943$451.2M0.13%+8,306+0.3%Added
Price T Rowe Associates Inc2,873,301$424.5M0.07%+159,843+5.9%Added
First Eagle Investment Management, LLC2,839,109$419.5M1.16%−220,889−7.2%Reduced
Susquehanna International Group, LLP2,716,923$401.4M0.79%+764,057+39.1%Added
Franklin Resources Inc2,391,840$353.4M0.18%−264,040−9.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.2,221,884$328.3M0.26%−37,466−1.7%Reduced
Royal Bank of Canada2,169,239$320.5M0.10%−1,893−0.1%Reduced
Deutsche Bank AG2,034,119$300.5M0.17%−1,068,942−34.4%Reduced
Independent Advisor Alliance29,972$296.4M0.10%+3,819+14.6%Added
D. E. Shaw & Co., Inc.1,968,067$290.8M0.49%−171,941−8.0%Reduced
Alliancebernstein L.P.1,961,999$289.9M0.13%+1,214,731+162.6%Added
Amundi1,838,696$283.0M0.16%−493,881−21.2%Reduced
UBS Group AG1,855,095$274.1M0.13%+534,843+40.5%Added
Nordea Investment Management AB1,831,972$267.7M0.42%+151,878+9.0%Added
Smead Capital Management, Inc.1,796,065$265.4M5.68%+153,807+9.4%Added
Sustainable Growth Advisers, LP1,783,442$263.5M1.72%+153,660+9.4%Added
Barclays PLC1,723,434$254.6M0.22%−387,392−18.4%Reduced
Maj Invest Holding A/S1,697,719$250.8M6.64%+311,639+22.5%Added
Wells Fargo & Company1,685,134$249.0M0.08%−63,641−3.6%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)1,650,306$243.8M0.50%+742,676+81.8%Added
Beutel, Goodman & Co Ltd.1,617,995$239.1M1.45%−2,135−0.1%Reduced
Allianz Asset Management GmbH1,604,497$237.1M0.53%+123,001+8.3%Added
Ameriprise Financial Inc1,614,039$231.1M0.08%−63,111−3.8%Reduced
American Century Companies Inc1,512,865$223.5M0.18%+6,896+0.5%Added
Pictet Asset Management SA1,494,574$220.8M0.32%+89,967+6.4%Added
Barrow Hanley Mewhinney & Strauss LLC1,492,824$220.6M0.83%−80,980−5.1%Reduced
Arrowstreet Capital, Limited Partnership1,442,669$213.2M0.30%−1,863,873−56.4%Reduced
Credit Suisse AG1,410,805$208.4M0.22%+2900.0%Added
HSBC Holdings PLC1,363,255$200.8M0.25%+626,607+85.1%Added
California Public Employees Retirement System1,357,743$200.6M0.17%−14,441−1.1%Reduced
New York State Common Retirement Fund1,348,886$199.3M0.27%+1,831+0.1%Added
Citadel Advisors LLC1,348,574$199.3M0.23%−103,617−7.1%Reduced
Standard Life Aberdeen plc1,343,129$198.4M0.54%−17,657−1.3%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,335,534$197.3M1.05%−288,356−17.8%Reduced
Clearbridge Investments, LLC1,286,131$190.0M0.19%−3,392−0.3%Reduced
AXA S.A.1,270,743$187.8M0.68%−903,477−41.6%Reduced
Rhumbline Advisers1,176,134$173.8M0.23%+42,414+3.7%Added
TD Asset Management Inc1,160,025$171.4M0.21%+132,173+12.9%Added
First Trust Advisors LP1,153,603$170.4M0.20%+22,601+2.0%Added
The PNC Financial Services Group, Inc.1,098,399$162.3M0.16%−4,340−0.4%Reduced
California State Teachers Retirement System1,072,333$158.4M0.25%+12,001+1.1%Added
Troy Asset Management Ltd1,049,041$155.0M4.34%−341,979−24.6%Reduced
Samlyn Capital, LLC1,022,216$151.0M2.96%+531,556+108.3%Added
Davis Selected Advisers988,952$146.1M0.99%−89,851−8.3%Reduced
Schroder Investment Management Group947,211$140.0M0.22%−86,587−8.4%Reduced
Millennium Management LLC946,952$139.9M0.16%−424,332−30.9%Reduced
National Pension Service938,503$138.7M0.27%−1,755−0.2%Reduced
Holocene Advisors, LP897,154$132.6M0.82%+718,984+403.5%Added
Bank of Montreal825,939$131.2M0.06%+71,461+9.5%Added
Brandywine Global Investment Management, LLC877,561$129.7M1.01%+170,191+24.1%Added
Timucuan Asset Management Inc863,459$127.6M5.53%+4,941+0.6%Added
Gabelli Funds LLC863,358$127.6M0.99%+2,300+0.3%Added
CI Private Wealth, LLC841,389$124.3M0.45%+841,389New
Waverton Investment Management Ltd838,366$123.9M4.55%+23,843+2.9%Added
Gamco Investors, Inc. Et Al811,599$119.9M1.29%−16,884−2.0%Reduced
Balyasny Asset Management LLC803,766$118.8M0.42%+80,786+11.2%Added
Two Sigma Investments, LP776,209$114.7M0.37%+68,263+9.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.765,850$112.7M0.31%+55,381+7.8%Added
Thrivent Financial for Lutherans747,898$110.5M0.29%−20,039−2.6%Reduced
New York State Teachers Retirement System709,652$104.9M0.26%−3,447−0.5%Reduced
Canada Pension Plan Investment Board707,316$104.5M0.19%−230,091−24.5%Reduced
Ci Investments Inc.693,428$102.5M0.52%+459,982+197.0%Added
King Luther Capital Management Corp692,038$102.2M0.56%+14,362+2.1%Added
Douglas Lane & Associates, LLC690,629$102.0M1.71%+2,915+0.4%Added
State Board of Administration of Florida Retirement System689,023$101.8M0.25%−13,050−1.9%Reduced
Principal Financial Group Inc681,468$100.7M0.08%−23,892−3.4%Reduced
Macquarie Group Ltd679,393$100.4M0.12%−14,889−2.1%Reduced
Prudential Financial Inc670,699$99.1M0.17%+150,064+28.8%Added
Public Employees Retirement System of Ohio665,973$98.4M0.43%+1,996+0.3%Added
Blair William & Co653,929$96.6M0.42%+39,972+6.5%Added
Parnassus Investments642,639$94.9M0.24%00.0%Unchanged
Voya Investment Management LLC625,064$92.4M0.11%−3,944−0.6%Reduced
Citigroup Inc623,708$92.2M0.13%−143,733−18.7%Reduced