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, 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
- 624.8M
- −3.44M (−0.5%) vs. Q3 2022
- Total value
- $92.3B
- +$7.44B (+8.8%) vs. Q3 2022
- New holders
- 222
- 692 more added
- Sold out
- 96
- 736 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 582,988 | $86.1M | 0.21% | +261,900+81.6% | Added |
| STRS Ohio | 585,639 | $86.5M | 0.39% | −12,669−2.1% | Reduced |
| M&G Investment Management Ltd | 585,855 | $86.7M | 0.64% | +16,267+2.9% | Added |
| Two Sigma Advisers, LP | 592,700 | $87.6M | 0.24% | +81,800+16.0% | Added |
| First Manhattan Co | 598,778 | $88.5M | 0.32% | −13,993−2.3% | Reduced |
| Korea Investment CORP | 610,061 | $90.1M | 0.28% | −109,034−15.2% | Reduced |
| Russell Investments Group, Ltd. | 614,125 | $90.7M | 0.19% | −34,128−5.3% | Reduced |
| Citigroup Inc | 623,708 | $92.2M | 0.13% | −143,733−18.7% | Reduced |
| Voya Investment Management LLC | 625,064 | $92.4M | 0.11% | −3,944−0.6% | Reduced |
| Parnassus Investments | 642,639 | $94.9M | 0.24% | 00.0% | Unchanged |
| Blair William & Co | 653,929 | $96.6M | 0.42% | +39,972+6.5% | Added |
| Public Employees Retirement System of Ohio | 665,973 | $98.4M | 0.43% | +1,996+0.3% | Added |
| Prudential Financial Inc | 670,699 | $99.1M | 0.17% | +150,064+28.8% | Added |
| Macquarie Group Ltd | 679,393 | $100.4M | 0.12% | −14,889−2.1% | Reduced |
| Principal Financial Group Inc | 681,468 | $100.7M | 0.08% | −23,892−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 689,023 | $101.8M | 0.25% | −13,050−1.9% | Reduced |
| Douglas Lane & Associates, LLC | 690,629 | $102.0M | 1.71% | +2,915+0.4% | Added |
| King Luther Capital Management Corp | 692,038 | $102.2M | 0.56% | +14,362+2.1% | Added |
| Ci Investments Inc. | 693,428 | $102.5M | 0.52% | +459,982+197.0% | Added |
| Canada Pension Plan Investment Board | 707,316 | $104.5M | 0.19% | −230,091−24.5% | Reduced |
| New York State Teachers Retirement System | 709,652 | $104.9M | 0.26% | −3,447−0.5% | Reduced |
| Thrivent Financial for Lutherans | 747,898 | $110.5M | 0.29% | −20,039−2.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 765,850 | $112.7M | 0.31% | +55,381+7.8% | Added |
| Two Sigma Investments, LP | 776,209 | $114.7M | 0.37% | +68,263+9.6% | Added |
| Balyasny Asset Management LLC | 803,766 | $118.8M | 0.42% | +80,786+11.2% | Added |
| Gamco Investors, Inc. Et Al | 811,599 | $119.9M | 1.29% | −16,884−2.0% | Reduced |
| Waverton Investment Management Ltd | 838,366 | $123.9M | 4.55% | +23,843+2.9% | Added |
| CI Private Wealth, LLC | 841,389 | $124.3M | 0.45% | +841,389 | New |
| Gabelli Funds LLC | 863,358 | $127.6M | 0.99% | +2,300+0.3% | Added |
| Timucuan Asset Management Inc | 863,459 | $127.6M | 5.53% | +4,941+0.6% | Added |
| Brandywine Global Investment Management, LLC | 877,561 | $129.7M | 1.01% | +170,191+24.1% | Added |
| Bank of Montreal | 825,939 | $131.2M | 0.10% | +71,461+9.5% | Added |
| Holocene Advisors, LP | 897,154 | $132.6M | 0.82% | +718,984+403.5% | Added |
| National Pension Service | 938,503 | $138.7M | 0.27% | −1,755−0.2% | Reduced |
| Millennium Management LLC | 946,952 | $139.9M | 0.16% | −424,332−30.9% | Reduced |
| Schroder Investment Management Group | 947,211 | $140.0M | 0.22% | −86,587−8.4% | Reduced |
| Davis Selected Advisers | 988,952 | $146.1M | 0.99% | −89,851−8.3% | Reduced |
| Samlyn Capital, LLC | 1,022,216 | $151.0M | 2.96% | +531,556+108.3% | Added |
| Troy Asset Management Ltd | 1,049,041 | $155.0M | 4.34% | −341,979−24.6% | Reduced |
| California State Teachers Retirement System | 1,072,333 | $158.4M | 0.25% | +12,001+1.1% | Added |
| The PNC Financial Services Group, Inc. | 1,098,399 | $162.3M | 0.16% | −4,340−0.4% | Reduced |
| First Trust Advisors LP | 1,153,603 | $170.4M | 0.20% | +22,601+2.0% | Added |
| TD Asset Management Inc | 1,160,025 | $171.4M | 0.21% | +132,173+12.9% | Added |
| Rhumbline Advisers | 1,176,134 | $173.8M | 0.23% | +42,414+3.7% | Added |
| AXA S.A. | 1,270,743 | $187.8M | 0.68% | +183,633+16.9% | Added |
| Clearbridge Investments, LLC | 1,286,131 | $190.0M | 0.19% | −3,392−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,335,534 | $197.3M | 1.05% | −288,356−17.8% | Reduced |
| Standard Life Aberdeen plc | 1,343,129 | $198.4M | 0.54% | −17,657−1.3% | Reduced |
| Citadel Advisors LLC | 1,348,574 | $199.3M | 0.23% | −103,617−7.1% | Reduced |
| New York State Common Retirement Fund | 1,348,886 | $199.3M | 0.27% | +1,831+0.1% | Added |
| California Public Employees Retirement System | 1,357,743 | $200.6M | 0.17% | −14,441−1.1% | Reduced |
| HSBC Holdings PLC | 1,363,255 | $200.8M | 0.25% | +626,607+85.1% | Added |
| Credit Suisse AG | 1,410,805 | $208.4M | 0.22% | +2900.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,442,669 | $213.2M | 0.30% | −1,863,873−56.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,492,824 | $220.6M | 0.83% | −80,980−5.1% | Reduced |
| Pictet Asset Management SA | 1,494,574 | $220.8M | 0.32% | +89,967+6.4% | Added |
| American Century Companies Inc | 1,512,865 | $223.5M | 0.18% | +6,896+0.5% | Added |
| Ameriprise Financial Inc | 1,614,039 | $231.1M | 0.08% | −63,111−3.8% | Reduced |
| Allianz Asset Management GmbH | 1,604,497 | $237.1M | 0.53% | +123,001+8.3% | Added |
| Beutel, Goodman & Co Ltd. | 1,617,995 | $239.1M | 1.45% | −2,135−0.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,650,306 | $243.8M | 0.50% | +742,676+81.8% | Added |
| Wells Fargo & Company | 1,685,134 | $249.0M | 0.08% | −63,641−3.6% | Reduced |
| Maj Invest Holding A/S | 1,697,719 | $250.8M | 6.64% | +311,639+22.5% | Added |
| Barclays PLC | 1,723,434 | $254.6M | 0.22% | −387,392−18.4% | Reduced |
| Sustainable Growth Advisers, LP | 1,783,442 | $263.5M | 1.72% | +153,660+9.4% | Added |
| Smead Capital Management, Inc. | 1,796,065 | $265.4M | 5.68% | +153,807+9.4% | Added |
| Nordea Investment Management AB | 1,831,972 | $267.7M | 0.42% | +151,878+9.0% | Added |
| UBS Group AG | 1,855,095 | $274.1M | 0.13% | +534,843+40.5% | Added |
| Amundi | 1,838,696 | $283.0M | 0.16% | −493,881−21.2% | Reduced |
| Alliancebernstein L.P. | 1,961,999 | $289.9M | 0.13% | +1,214,731+162.6% | Added |
| D. E. Shaw & Co., Inc. | 1,968,067 | $290.8M | 0.49% | −171,941−8.0% | Reduced |
| Deutsche Bank AG | 2,034,119 | $300.5M | 0.17% | −1,068,942−34.4% | Reduced |
| Royal Bank of Canada | 2,169,239 | $320.5M | 0.10% | −1,893−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,221,884 | $328.3M | 0.26% | −37,466−1.7% | Reduced |
| Franklin Resources Inc | 2,391,840 | $353.4M | 0.18% | −264,040−9.9% | Reduced |
| Susquehanna International Group, LLP | 2,716,923 | $401.4M | 0.79% | +764,057+39.1% | Added |
| First Eagle Investment Management, LLC | 2,839,109 | $419.5M | 1.16% | −220,889−7.2% | Reduced |
| Price T Rowe Associates Inc | 2,873,301 | $424.5M | 0.07% | +159,843+5.9% | Added |
| Dimensional Fund Advisors LP | 3,053,943 | $451.2M | 0.16% | +8,306+0.3% | Added |
| Charles Schwab Investment Management Inc | 3,186,933 | $470.9M | 0.15% | +65,585+2.1% | Added |
| Longview Partners (Guernsey) LTD | 3,433,884 | $507.4M | 4.03% | −39,890−1.1% | Reduced |
| UBS Asset Management Americas Inc | 3,487,088 | $515.2M | 0.27% | −76,326−2.1% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 3,836,937 | $566.9M | 12.58% | +246,201+6.9% | Added |
| Goldman Sachs Group Inc | 3,860,932 | $570.5M | 0.16% | +335,390+9.5% | Added |
| Janus Henderson Group PLC | 4,180,074 | $617.6M | 0.44% | +169,012+4.2% | Added |
| Dodge & Cox | 4,267,811 | $630.6M | 0.43% | −1,671,778−28.1% | Reduced |
| Legal & General Group Plc | 4,274,661 | $631.6M | 0.24% | −268,759−5.9% | Reduced |
| Artisan Partners Limited Partnership | 4,520,133 | $667.8M | 1.19% | −230,096−4.8% | Reduced |
| FMR LLC | 4,805,733 | $710.0M | 0.07% | −1,339,121−21.8% | Reduced |
| Bank of New York Mellon Corp | 5,547,911 | $819.7M | 0.19% | +162,113+3.0% | Added |
| Invesco Ltd. | 5,692,274 | $841.0M | 0.25% | −147,167−2.5% | Reduced |
| Lazard Asset Management LLC | 5,802,341 | $857.3M | 1.18% | +405,975+7.5% | Added |
| Norges Bank | 6,169,567 | $911.6M | 0.22% | +514,548+9.1% | Added |
| Nuveen Asset Management, LLC | 7,139,839 | $1.05B | 0.41% | +613,987+9.4% | Added |
| Northern Trust Corp | 7,373,276 | $1.09B | 0.23% | −62,898−0.8% | Reduced |
| Geode Capital Management, LLC | 10,458,404 | $1.54B | 0.22% | +177,635+1.7% | Added |
| Massachusetts Financial Services Co | 11,541,153 | $1.71B | 0.60% | −1,051,677−8.4% | Reduced |
| Bank of America Corp | 12,132,998 | $1.79B | 0.23% | +233,876+2.0% | Added |
| Morgan Stanley | 12,503,902 | $1.85B | 0.21% | +35,760+0.3% | Added |
| Fisher Asset Management, LLC | 14,511,472 | $2.14B | 1.45% | −527,315−3.5% | Reduced |