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, 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 | 3,022 | $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, 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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 217,500 | $32.1M | 0.44% | −12,034−5.2% | Reduced |
| CIBC Private Wealth Group, LLC | 229,277 | $32.0M | 0.11% | −4,661−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 211,503 | $31.2M | 0.08% | +1,259+0.6% | Added |
| Aquamarine Zurich AGSuperinvestorAquamarine | 210,000 | $31.0M | 16.69% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 207,494 | $30.7M | 0.05% | +6,142+3.1% | Added |
| Employees Retirement System of Texas | 206,000 | $30.4M | 0.44% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 205,492 | $30.4M | 0.06% | +29,414+16.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 204,870 | $30.3M | 0.17% | −90,618−30.7% | Reduced |
| Forsta Ap-Fonden | 204,100 | $30.2M | 0.34% | +37,000+22.1% | Added |
| Todd Asset Management LLC | 203,801 | $30.1M | 0.73% | −697−0.3% | Reduced |
| ZWJ Investment Counsel Inc | 202,656 | $29.9M | 1.69% | +829+0.4% | Added |
| Aureus Asset Management, LLC | 199,475 | $29.5M | 2.55% | −2,934−1.4% | Reduced |
| Cohen Klingenstein LLC | 199,457 | $29.5M | 1.48% | −620.0% | Reduced |
| DekaBank Deutsche Girozentrale | 199,849 | $29.3M | 0.08% | +8,967+4.7% | Added |
| Global Frontier Investments LLC | 197,215 | $29.1M | 12.81% | +13,815+7.5% | Added |
| Roffman Miller Associates Inc | 192,497 | $28.4M | 2.34% | +1,222+0.6% | Added |
| Heritage Investors Management Corp | 189,788 | $28.0M | 1.28% | +1,757+0.9% | Added |
| Regions Financial Corp | 186,874 | $27.6M | 0.25% | −8,300−4.3% | Reduced |
| Teacher Retirement System of Texas | 186,077 | $27.5M | 0.20% | −130,070−41.1% | Reduced |
| AQR Capital Management LLC | 187,920 | $27.5M | 0.06% | −20,030−9.6% | Reduced |
| Advisors Asset Management, Inc. | 184,277 | $27.2M | 0.56% | −28,673−13.5% | Reduced |
| American International Group, Inc. | 184,188 | $27.2M | 0.19% | −7,326−3.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 182,779 | $27.0M | 0.14% | −12,676−6.5% | Reduced |
| Baird Financial Group, Inc. | 181,972 | $26.9M | 0.07% | +3,615+2.0% | Added |
| Janney Montgomery Scott LLC | 180,090 | $26.6M | 0.10% | +11,036+6.5% | Added |
| Barr E S & Co | 179,788 | $26.6M | 2.21% | −1,318−0.7% | Reduced |
| Azora Capital LP | 179,585 | $26.5M | 4.51% | +179,585 | New |
| Raymond James Financial Services Advisors, Inc. | 178,295 | $26.3M | 0.05% | +5,519+3.2% | Added |
| National Bank of Canada | 178,261 | $26.3M | 0.07% | +51,876+41.0% | Added |
| Flossbach Von Storch AG | 177,512 | $26.2M | 0.10% | +37,335+26.6% | Added |
| Arizona State Retirement System | 173,643 | $25.7M | 0.25% | −353−0.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 171,506 | $25.3M | 0.39% | +4,984+3.0% | Added |
| Border to Coast Pensions Partnership Ltd | 170,456 | $25.2M | 0.81% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 169,738 | $25.1M | 0.07% | +14,099+9.1% | Added |
| M&T Bank Corp | 168,117 | $24.8M | 0.10% | +5,440+3.3% | Added |
| Huntington National Bank | 164,188 | $24.3M | 0.25% | −13,871−7.8% | Reduced |
| Umb Bank N A | 164,067 | $24.2M | 0.38% | −810.0% | Reduced |
| Dana Investment Advisors, Inc. | 163,305 | $24.1M | 1.27% | +4,761+3.0% | Added |
| APG Asset Management N.V. | 162,639 | $24.0M | 0.05% | +65,040+66.6% | Added |
| State of Michigan Retirement System | 162,477 | $24.0M | 0.17% | +100+0.1% | Added |
| Kiltearn Partners LLP | 162,223 | $24.0M | 1.76% | −65,807−28.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 160,956 | $23.8M | 3.69% | +5,293+3.4% | Added |
| Franklin Street Advisors Inc | 160,634 | $23.7M | 2.25% | +1,512+1.0% | Added |
| Sirios Capital Management L P | 159,985 | $23.6M | 4.35% | −1,382−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 159,566 | $23.6M | 0.45% | +49,866+45.5% | Added |
| Amussen Hunsaker Associates LLC | 158,636 | $23.6M | 6.51% | +204+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 157,875 | $23.3M | 0.39% | −1,026−0.6% | Reduced |
| Voloridge Investment Management, LLC | 157,634 | $23.3M | 0.13% | +119,083+308.9% | Added |
| Amalgamated Bank | 156,836 | $23.2M | 0.21% | +444+0.3% | Added |
| MetLife Investment Management | 156,168 | $23.1M | 0.17% | −3,113−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 151,088 | $22.3M | 0.13% | −1,031−0.7% | Reduced |
| Captrust Financial Advisors | 150,093 | $22.2M | 0.11% | −685−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 148,526 | $22.0M | 0.37% | −7,705−4.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 148,015 | $21.9M | 0.18% | +47,140+46.7% | Added |
| Douglass Winthrop Advisors, LLC | 146,139 | $21.6M | 0.59% | −376−0.3% | Reduced |
| Zacks Investment Management | 144,926 | $21.4M | 0.30% | +2,380+1.7% | Added |
| Man Group plc | 143,570 | $21.2M | 0.08% | +24,009+20.1% | Added |
| Public Sector Pension Investment Board | 142,839 | $21.1M | 0.17% | +18,844+15.2% | Added |
| Handelsbanken Fonder AB | 141,366 | $20.9M | 0.13% | +4,649+3.4% | Added |
| Commerce Bank | 138,534 | $20.5M | 0.17% | −1,696−1.2% | Reduced |
| Bank of Nova Scotia | 138,190 | $20.4M | 0.05% | +94,133+213.7% | Added |
| Destination Wealth Management | 137,868 | $20.4M | 0.81% | −2,644−1.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 135,963 | $20.1M | 2.13% | −2,570−1.9% | Reduced |
| Cubist Systematic Strategies, LLC | 135,368 | $20.0M | 0.17% | −186,323−57.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 130,387 | $19.3M | 2.70% | +8,783+7.2% | Added |
| Boston Common Asset Management, LLC | 129,548 | $19.1M | 0.92% | +7,865+6.5% | Added |
| NorthCrest Asset Manangement, LLC | 129,010 | $19.1M | 1.08% | −6,754−5.0% | Reduced |
| Colony Group LLC | 128,760 | $19.0M | 0.27% | −520.0% | Reduced |
| Greatmark Investment Partners, Inc. | 128,323 | $19.0M | 3.47% | −1,616−1.2% | Reduced |
| Willis Investment Counsel | 127,016 | $18.8M | 1.20% | +121+0.1% | Added |
| HM Payson & Co | 126,790 | $18.7M | 0.47% | −6,383−4.8% | Reduced |
| Bradley Foster & Sargent Inc | 126,773 | $18.7M | 0.47% | −1,765−1.4% | Reduced |
| Equitable Trust Co | 125,817 | $18.6M | 1.46% | −1,164−0.9% | Reduced |
| Pinnacle Associates Ltd | 124,306 | $18.4M | 0.40% | +2,345+1.9% | Added |
| CIBC Asset Management Inc | 123,762 | $18.3M | 0.08% | +1,621+1.3% | Added |
| Mill Capital Management, LLC | 123,118 | $18.2M | 2.00% | +78+0.1% | Added |
| Dundas Partners LLP | 123,088 | $18.2M | 1.98% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 122,785 | $18.1M | 0.26% | +6,326+5.4% | Added |
| Abner Herrman & Brock LLC | 122,448 | $18.1M | 2.78% | +23,644+23.9% | Added |
| Tweedy, Browne Co LLC | 122,303 | $18.1M | 0.96% | −1,491−1.2% | Reduced |
| Pinnacle Financial Partners Inc | 120,433 | $17.8M | 0.51% | +3,537+3.0% | Added |
| Klingenstein Fields & Co LP | 120,423 | $17.8M | 0.92% | −2,512−2.0% | Reduced |
| Factory Mutual Insurance Co | 120,000 | $17.7M | 0.27% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 119,726 | $17.7M | 1.41% | −2,449−2.0% | Reduced |
| USS Investment Management Ltd | 119,458 | $17.6M | 0.25% | −5,300−4.2% | Reduced |
| Squarepoint Ops LLC | 119,257 | $17.6M | 0.13% | −56,582−32.2% | Reduced |
| DnB Asset Management AS | 117,709 | $17.4M | 0.12% | +1,977+1.7% | Added |
| Westpac Banking Corp | 117,079 | $17.3M | 0.26% | −1,922−1.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 114,921 | $17.0M | 0.13% | +5,096+4.6% | Added |
| Banco Santander, S.A. | 114,268 | $16.9M | 0.25% | −1,362−1.2% | Reduced |
| Creative Planning | 113,481 | $16.8M | 0.03% | +3,935+3.6% | Added |
| Stewart & Patten Co LLC | 112,883 | $16.7M | 2.90% | +1,730+1.6% | Added |
| IFM Investors Pty Ltd | 112,831 | $16.7M | 0.28% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 112,457 | $16.6M | 0.95% | −7,866−6.5% | Reduced |
| Chilton Capital Management LLC | 109,849 | $16.2M | 1.01% | +2,080+1.9% | Added |
| Holowesko Partners Ltd. | 109,000 | $16.1M | 7.73% | +109,000 | New |
| Interval Partners, LP | 107,539 | $15.9M | 1.27% | +19,189+21.7% | Added |
| Rockland Trust Co | 107,303 | $15.9M | 1.01% | +681+0.6% | Added |
| Daiwa Securities Group Inc. | 107,287 | $15.9M | 0.12% | +5,491+5.4% | Added |
| Clifford Swan Investment Counsel LLC | 107,155 | $15.8M | 0.69% | +2,098+2.0% | Added |