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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 107,022 | $15.8M | 0.25% | −900−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 106,623 | $15.8M | 0.09% | −361−0.3% | Reduced |
| Maple Capital Management, Inc. | 105,288 | $15.6M | 2.06% | +172+0.2% | Added |
| Paralel Advisors LLC | 105,000 | $15.5M | 0.91% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 104,748 | $15.5M | 0.94% | +448+0.4% | Added |
| Gulf International Bank (UK) Ltd | 104,574 | $15.4M | 0.27% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 104,459 | $15.4M | 0.31% | −4,134−3.8% | Reduced |
| Cullinan Associates Inc | 104,255 | $15.4M | 0.85% | −16,961−14.0% | Reduced |
| Quilter Plc | 104,117 | $15.4M | 0.51% | +1,552+1.5% | Added |
| Mariner, LLC | 103,736 | $15.3M | 0.05% | +10,872+11.7% | Added |
| Connectus Wealth, LLC | 103,078 | $15.3M | 0.40% | −104,017−50.2% | Reduced |
| Cobblestone Capital Advisors LLC | 103,436 | $15.3M | 1.17% | −756−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 103,186 | $15.2M | 0.26% | +3,518+3.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 101,563 | $15.0M | 0.21% | −18,000−15.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 101,046 | $14.9M | 0.13% | +13,314+15.2% | Added |
| Robeco Institutional Asset Management B.V. | 100,824 | $14.9M | 0.04% | −120,851−54.5% | Reduced |
| Morningstar Investment Services LLC | 98,388 | $14.7M | 0.20% | −799−0.8% | Reduced |
| Noesis Capital Mangement Corp | 98,453 | $14.5M | 4.13% | +623+0.6% | Added |
| Yousif Capital Management, LLC | 98,312 | $14.5M | 0.19% | +2,694+2.8% | Added |
| Bartlett & Co. Wealth Management LLC | 97,763 | $14.4M | 0.29% | +178+0.2% | Added |
| Bartlett & Co. LLC | 97,763 | $14.4M | 0.29% | +178+0.2% | Added |
| Keybank National Association | 96,789 | $14.3M | 0.07% | +11,836+13.9% | Added |
| Vontobel Holding Ltd. | 98,122 | $14.1M | 0.14% | −12,982−11.7% | Reduced |
| State of Alaska, Department of Revenue | 95,259 | $14.1M | 0.17% | +420+0.4% | Added |
| Crossmark Global Holdings, Inc. | 95,063 | $14.0M | 0.35% | +18,983+25.0% | Added |
| Northwest & Ethical Investments L.P. | 95,065 | $14.0M | 0.49% | +25,246+36.2% | Added |
| Citizens Financial Group Inc | 94,555 | $14.0M | 0.55% | −3,758−3.8% | Reduced |
| Point72 Asset Management, L.P. | 94,316 | $13.9M | 0.05% | +41,847+79.8% | Added |
| Fiduciary Trust Co | 94,062 | $13.9M | 0.27% | −1,380−1.4% | Reduced |
| Chesley Taft & Associates LLC | 93,854 | $13.9M | 0.95% | +445+0.5% | Added |
| New York Life Investment Management LLC | 93,723 | $13.8M | 0.16% | −339−0.4% | Reduced |
| MAI Capital Management | 92,779 | $13.7M | 0.23% | −19,753−17.6% | Reduced |
| Great West Life Assurance Co | 91,614 | $13.6M | 0.04% | −3,276−3.5% | Reduced |
| Welch & Forbes LLC | 90,631 | $13.4M | 0.24% | +243+0.3% | Added |
| Cantor Fitzgerald, L. P. | 88,854 | $13.1M | 0.28% | −105,846−54.4% | Reduced |
| Ossiam | 88,462 | $13.1M | 0.34% | +43,294+95.9% | Added |
| Avalon Investment & Advisory | 87,676 | $13.0M | 0.37% | −87,188−49.9% | Reduced |
| Comerica Bank | 83,797 | $12.9M | 0.10% | −376−0.4% | Reduced |
| Mutual of America Capital Management LLC | 85,411 | $12.6M | 0.16% | +2,348+2.8% | Added |
| Connors Investor Services Inc | 85,196 | $12.6M | 1.57% | −437−0.5% | Reduced |
| Texas Permanent School Fund | 84,934 | $12.5M | 0.19% | +66+0.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 83,410 | $12.3M | 0.81% | −1,230−1.5% | Reduced |
| Cookson Peirce & Co Inc | 81,316 | $12.0M | 0.78% | −16,936−17.2% | Reduced |
| Narwhal Capital Management | 79,813 | $11.8M | 1.57% | −2,362−2.9% | Reduced |
| Mercer Global Advisors Inc | 79,746 | $11.8M | 0.06% | +12,156+18.0% | Added |
| Clifford Capital Partners LLC | 79,315 | $11.7M | 3.56% | +18,088+29.5% | Added |
| SG Americas Securities, LLC | 78,549 | $11.6M | 0.17% | −62,495−44.3% | Reduced |
| Baxter Bros Inc | 78,388 | $11.6M | 1.90% | +982+1.3% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 77,958 | $11.5M | 0.95% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 77,138 | $11.4M | 0.26% | +6,075+8.5% | Added |
| GMT Capital Corp | 76,600 | $11.3M | 0.52% | +76,600 | New |
| Founders Capital Management, LLC | 75,493 | $11.2M | 3.00% | +138+0.2% | Added |
| Investment Management of Virginia LLC | 75,432 | $11.1M | 2.18% | −270−0.4% | Reduced |
| Whittier Trust Co | 75,120 | $11.1M | 0.22% | +99+0.1% | Added |
| Wesleyan Assurance Society | 75,000 | $11.1M | 1.36% | 00.0% | Unchanged |
| Torray LLC | 73,712 | $10.9M | 1.96% | +80+0.1% | Added |
| Taurus Asset Management, LLC | 73,518 | $10.9M | 1.38% | −26,881−26.8% | Reduced |
| Xponance, Inc. | 73,487 | $10.9M | 0.18% | +3,152+4.5% | Added |
| Trexquant Investment LP | 73,173 | $10.8M | 0.31% | −35,192−32.5% | Reduced |
| LVM Capital Management Ltd | 72,569 | $10.7M | 1.55% | +2,273+3.2% | Added |
| Eagle Global Advisors LLC | 71,820 | $10.6M | 0.73% | −315−0.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 71,476 | $10.6M | 2.92% | +3,404+5.0% | Added |
| MML Investors Services, LLC | 71,149 | $10.5M | 0.07% | +1,629+2.3% | Added |
| Tocqueville Asset Management L.P. | 70,290 | $10.4M | 0.20% | −4,870−6.5% | Reduced |
| Amica Mutual Insurance Co | 70,280 | $10.4M | 1.31% | +7,953+12.8% | Added |
| Mackenzie Financial Corp | 70,256 | $10.4M | 0.02% | +315+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,126 | $10.4M | 0.05% | +363+0.5% | Added |
| Czech National Bank | 69,972 | $10.3M | 0.27% | +313+0.4% | Added |
| Longbow Finance SA | 69,795 | $10.3M | 1.39% | +69,795 | New |
| 2Xideas AG | 69,482 | $10.3M | 1.09% | +4,070+6.2% | Added |
| Worldquant Millennium Advisors LLC | 69,373 | $10.3M | 0.23% | −103,562−59.9% | Reduced |
| Nixon Capital, LLC | 68,391 | $10.1M | 6.85% | −3,412−4.8% | Reduced |
| Churchill Management Corp | 68,275 | $10.1M | 0.24% | −7,597−10.0% | Reduced |
| Cerity Partners LLC | 68,110 | $10.1M | 0.07% | +46,931+221.6% | Added |
| Wilson Asset Management (International) Pty Ltd | 67,910 | $10.0M | 3.05% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 67,671 | $10.0M | 2.75% | −89−0.1% | Reduced |
| Parthenon LLC | 67,179 | $9.93M | 1.63% | −460−0.7% | Reduced |
| Marco Investment Management LLC | 66,956 | $9.89M | 1.15% | −400−0.6% | Reduced |
| Henshaw Capital LLC | 66,005 | $9.75M | 0.65% | +62,500+1,783.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 65,931 | $9.74M | 2.34% | +862+1.3% | Added |
| Anchor Capital Advisors LLC | 65,611 | $9.69M | 0.25% | −3,877−5.6% | Reduced |
| GM Advisory Group, Inc. | 64,712 | $9.56M | 1.02% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 64,709 | $9.56M | 7.10% | −205−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 64,639 | $9.55M | 0.22% | +6,700+11.6% | Added |
| Calamos Wealth Management LLC | 63,818 | $9.43M | 0.74% | −2,326−3.5% | Reduced |
| Silvercrest Asset Management Group LLC | 63,727 | $9.42M | 0.07% | −1,606−2.5% | Reduced |
| Sprucegrove Investment Management Ltd | 63,500 | $9.38M | 0.52% | −17,500−21.6% | Reduced |
| Eagle Rock Investment Company, LLC | 59,546 | $9.17M | 2.11% | +332+0.6% | Added |
| Cornerstone Advisors, LLC | 62,000 | $9.16M | 0.45% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 62,000 | $9.16M | 2.83% | +198+0.3% | Added |
| Brookfield Asset Management Inc. | 61,909 | $9.15M | 0.03% | −22,220−26.4% | Reduced |
| Carret Asset Management, LLC | 61,233 | $9.05M | 1.25% | +1,171+1.9% | Added |
| Sandy Spring Bank | 60,488 | $8.94M | 0.53% | −2,636−4.2% | Reduced |
| Rheos Capital Works Inc. | 59,900 | $8.85M | 0.53% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 59,031 | $8.72M | 0.46% | −7,743−11.6% | Reduced |
| Griffin Asset Management, Inc. | 57,863 | $8.55M | 1.29% | +2,683+4.9% | Added |
| Kestra Advisory Services, LLC | 57,500 | $8.50M | 0.08% | +1,250+2.2% | Added |
| Rice Partnership, LLC | 56,736 | $8.38M | 2.65% | −1,221−2.1% | Reduced |
| Oppenheimer & Co Inc | 56,696 | $8.38M | 0.19% | −19,778−25.9% | Reduced |
| British Columbia Investment Management Corp | 56,551 | $8.36M | 0.09% | −6,780−10.7% | Reduced |