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, Q1 2026
Institutional positions in American Express Co as of Mar 31, 2026. 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
- 2,912
- −93 vs. Q4 2025
- Shares held
- 578.3M
- +45.4M (+8.5%) vs. Q4 2025
- Total value
- $174.8B
- −$22.1B (−11.2%) vs. Q4 2025
- New holders
- 191
- 1,079 more added
- Sold out
- 284
- 1,226 more reduced
38 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hamilton Point Investment Advisors, LLC | 62,092 | $18.8M | 2.89% | −657−1.0% | Reduced |
| Capital Fund Management S.A. | 62,182 | $18.8M | 0.17% | +23,222+59.6% | Added |
| Birch Financial Group, LLC | 62,722 | $19.0M | 11.08% | +702+1.1% | Added |
| Tweedy, Browne Co LLC | 62,985 | $19.1M | 1.51% | −1,607−2.5% | Reduced |
| Davis Asset Management, L.P. | 63,000 | $19.1M | 0.55% | +63,000 | New |
| Eagle Global Advisors LLC | 63,124 | $19.1M | 0.69% | −120.0% | Reduced |
| Walleye Trading LLC | 63,301 | $19.1M | 0.39% | +63,301 | New |
| Laffer Tengler Investments | 63,906 | $19.3M | 2.85% | +1,922+3.1% | Added |
| CMT Capital Markets Trading GmbH | 64,203 | $19.4M | 8.94% | +60,603+1,683.4% | Added |
| ASR Vermogensbeheer N.V. | 64,606 | $19.5M | 0.23% | +1,112+1.8% | Added |
| FIL Ltd | 64,617 | $19.5M | 0.02% | −27,307−29.7% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 65,000 | $19.7M | 14.53% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 65,068 | $19.7M | 0.25% | −929−1.4% | Reduced |
| Prudential PLC | 65,482 | $19.8M | 0.15% | −10,233−13.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 65,494 | $19.8M | 0.23% | −2,760−4.0% | Reduced |
| Skye Global Management LP | 65,500 | $19.8M | 0.43% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 65,727 | $19.9M | 0.57% | +65,727 | New |
| Generali Asset Management SPA SGR | 66,039 | $20.0M | 0.42% | +2,855+4.5% | Added |
| Parthenon LLC | 66,125 | $20.0M | 2.29% | −1,285−1.9% | Reduced |
| Perigon Wealth Management, LLC | 66,349 | $20.1M | 0.36% | +5,576+9.2% | Added |
| Citizens Financial Group Inc | 66,648 | $20.2M | 0.28% | −1,375−2.0% | Reduced |
| HB Wealth Management, LLC | 66,907 | $20.2M | 0.13% | +339+0.5% | Added |
| Whittier Trust Co | 66,201 | $20.2M | 0.23% | +277+0.4% | Added |
| Cornerstone Advisors, LLC | 67,094 | $20.3M | 0.75% | +30,894+85.3% | Added |
| Oppenheimer & Co Inc | 67,830 | $20.5M | 0.25% | +67,830 | New |
| Brinker Capital Investments, LLC | 68,198 | $20.6M | 0.18% | +3,579+5.5% | Added |
| Erste Asset Management GmbH | 69,616 | $20.8M | 0.19% | −1,946−2.7% | Reduced |
| Franklin Street Advisors Inc | 68,650 | $20.8M | 1.27% | −16,724−19.6% | Reduced |
| State of Alaska, Department of Revenue | 69,325 | $21.0M | 0.23% | −240−0.3% | Reduced |
| Ci Investments Inc. | 69,511 | $21.0M | 0.10% | −4,243−5.8% | Reduced |
| Holowesko Partners Ltd. | 69,900 | $21.1M | 5.93% | +68,400+4,560.0% | Added |
| Marco Investment Management LLC | 69,953 | $21.2M | 1.60% | +210+0.3% | Added |
| Mesirow Financial Investment Management, Inc. | 70,371 | $21.3M | 0.34% | +1,892+2.8% | Added |
| Nissay Asset Management Corp | 70,974 | $21.5M | 0.11% | +317+0.4% | Added |
| GDS Wealth Management | 71,623 | $21.7M | 1.30% | +3,689+5.4% | Added |
| Braun Stacey Associates Inc | 72,134 | $21.8M | 0.73% | −135−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 72,789 | $22.0M | 0.36% | −1,943−2.6% | Reduced |
| Maple Capital Management, Inc. | 73,228 | $22.1M | 1.48% | −27,444−27.3% | Reduced |
| Mackenzie Financial Corp | 73,528 | $22.2M | 0.03% | −170,508−69.9% | Reduced |
| Hancock Whitney Corp | 69,295 | $22.3M | 0.39% | −1,201−1.7% | Reduced |
| Abner Herrman & Brock LLC | 74,183 | $22.4M | 2.48% | −184−0.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 74,247 | $22.5M | 0.14% | +74,247 | New |
| Vontobel Holding Ltd. | 74,688 | $22.6M | 0.08% | +2,554+3.5% | Added |
| Kestra Advisory Services, LLC | 75,182 | $22.7M | 0.09% | +6,054+8.8% | Added |
| Founders Capital Management, LLC | 75,619 | $22.9M | 3.76% | −212−0.3% | Reduced |
| British Columbia Investment Management Corp | 75,951 | $23.0M | 0.14% | −22,835−23.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 76,824 | $23.2M | 0.04% | +10,610+16.0% | Added |
| NEOS Investment Management LLC | 76,826 | $23.2M | 0.12% | +3,797+5.2% | Added |
| London & Capital Asset Management Ltd | 76,913 | $23.3M | 0.25% | −46,572−37.7% | Reduced |
| Lido Advisors, LLC | 77,246 | $23.4M | 0.09% | −29,059−27.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 77,751 | $23.5M | 0.36% | +77,751 | New |
| HM Payson & Co | 78,628 | $23.8M | 0.34% | −238−0.3% | Reduced |
| LVM Capital Management Ltd | 79,698 | $24.1M | 2.27% | +504+0.6% | Added |
| New York Life Investment Management LLC | 79,886 | $24.2M | 0.20% | +1,777+2.3% | Added |
| Baxter Bros Inc | 79,992 | $24.2M | 2.99% | +1,619+2.1% | Added |
| Dana Investment Advisors, Inc. | 80,271 | $24.3M | 0.72% | −1,658−2.0% | Reduced |
| Macquarie Group Ltd | 81,294 | $24.6M | 0.15% | −28,563−26.0% | Reduced |
| GM Advisory Group, Inc. | 81,433 | $24.6M | 0.95% | −155−0.2% | Reduced |
| Ethic Inc. | 81,455 | $24.6M | 0.39% | −1,686−2.0% | Reduced |
| Welch & Forbes LLC | 81,764 | $24.7M | 0.32% | −5,482−6.3% | Reduced |
| Renaissance Group LLC | 82,229 | $24.9M | 1.04% | +82,229 | New |
| Trexquant Investment LP | 82,230 | $24.9M | 0.18% | +6,448+8.5% | Added |
| Robeco Institutional Asset Management B.V. | 82,425 | $24.9M | 0.04% | −1,466−1.7% | Reduced |
| Chesley Taft & Associates LLC | 83,211 | $25.2M | 1.05% | −1,143−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 83,289 | $25.2M | 0.22% | +523+0.6% | Added |
| Atlantic Union Bankshares Corp | 83,313 | $25.2M | 0.48% | +7,216+9.5% | Added |
| Unio Capital LLC | 83,643 | $25.3M | 5.42% | +34,918+71.7% | Added |
| Assetmark, Inc | 83,777 | $25.3M | 0.05% | +2,312+2.8% | Added |
| Quilter Plc | 83,886 | $25.4M | 0.45% | −1,195−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 84,288 | $25.5M | 0.03% | +4,141+5.2% | Added |
| Fisher Funds Management LTD | 84,377 | $25.5M | 0.75% | +48,121+132.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 86,343 | $26.1M | 0.13% | +2,696+3.2% | Added |
| Flossbach Von Storch AG | 86,666 | $26.2M | 0.12% | −1,423−1.6% | Reduced |
| Wealthfront Advisers LLC | 87,352 | $26.4M | 0.06% | −152−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 87,395 | $26.4M | 0.20% | +24,487+38.9% | Added |
| Utah Retirement Systems | 87,802 | $26.6M | 0.27% | −2,457−2.7% | Reduced |
| Chilton Capital Management LLC | 88,160 | $26.7M | 0.93% | +2,002+2.3% | Added |
| Davenport & Co LLC | 88,338 | $26.7M | 0.15% | +17,342+24.4% | Added |
| Martingale Asset Management L P | 88,688 | $26.8M | 0.67% | −4,487−4.8% | Reduced |
| Coleford Investment Management Ltd. | 89,272 | $27.0M | 6.62% | +1,480+1.7% | Added |
| Andra AP-fonden | 89,320 | $27.0M | 0.34% | +22,320+33.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 89,325 | $27.0M | 0.25% | −43,557−32.8% | Reduced |
| JustInvest LLC | 89,849 | $27.2M | 0.27% | −821−0.9% | Reduced |
| Bragg Financial Advisors, Inc | 90,329 | $27.3M | 0.86% | +649+0.7% | Added |
| QRG Capital Management, Inc. | 90,675 | $27.4M | 0.28% | +15,763+21.0% | Added |
| Beacon Pointe Advisors, LLC | 90,989 | $27.5M | 0.15% | +14,466+18.9% | Added |
| Warren Averett Asset Management, LLC | 91,809 | $27.8M | 0.21% | +4,683+5.4% | Added |
| Squarepoint Ops LLC | 92,141 | $27.9M | 0.06% | −82,060−47.1% | Reduced |
| MML Investors Services, LLC | 93,468 | $28.3M | 0.08% | −3,991−4.1% | Reduced |
| Optiver Holding B.V. | 93,923 | $28.4M | 1.07% | −770−0.8% | Reduced |
| USS Investment Management Ltd | 94,257 | $28.5M | 0.12% | +1,442+1.6% | Added |
| Port Capital LLC | 94,900 | $28.7M | 1.28% | +62,145+189.7% | Added |
| Fiduciary Trust Co | 95,476 | $28.9M | 0.34% | +6,101+6.8% | Added |
| Drexel Morgan & Co. | 95,918 | $29.0M | 4.26% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 95,918 | $29.0M | 0.59% | +9,047+10.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 96,355 | $29.1M | 0.28% | −7,387−7.1% | Reduced |
| Long Corridor Asset Management Ltd | 98,000 | $29.6M | 7.21% | +29,000+42.0% | Added |
| Henshaw Capital LLC | 98,805 | $29.9M | 1.11% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 99,967 | $30.2M | 0.24% | −9,158−8.4% | Reduced |
| MAI Capital Management | 100,476 | $30.4M | 0.17% | −702−0.7% | Reduced |