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, 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
- 1,227 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 | 3,022 | $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, 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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 101,208 | $32.4M | 0.41% | −1,330−1.3% | Reduced |
| Covea Finance | 107,080 | $32.4M | 1.13% | −920−0.9% | Reduced |
| Pathstone Holdings, LLC | 106,711 | $32.3M | 0.13% | +3,531+3.4% | Added |
| GWM Advisors LLC | 106,328 | $32.2M | 0.12% | −10,819−9.2% | Reduced |
| Woodline Partners LP | 105,506 | $31.9M | 0.12% | +13,474+14.6% | Added |
| Destination Wealth Management | 105,338 | $31.9M | 0.83% | +1,061+1.0% | Added |
| Amalgamated Bank | 104,481 | $31.6M | 0.24% | −2,169−2.0% | Reduced |
| Advisors Asset Management, Inc. | 102,153 | $30.9M | 0.51% | −3,682−3.5% | Reduced |
| UniSuper Management Pty Ltd | 101,828 | $30.8M | 0.20% | −13,118−11.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 102,098 | $30.7M | 0.22% | +14,146+16.1% | Added |
| Factory Mutual Insurance Co | 100,500 | $30.4M | 0.34% | +3,900+4.0% | Added |
| MAI Capital Management | 100,476 | $30.4M | 0.17% | −702−0.7% | Reduced |
| Zurich Insurance Group Ltd | 99,967 | $30.2M | 0.24% | −9,158−8.4% | Reduced |
| Henshaw Capital LLC | 98,805 | $29.9M | 1.11% | 00.0% | Unchanged |
| Long Corridor Asset Management Ltd | 98,000 | $29.6M | 7.21% | +29,000+42.0% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 96,355 | $29.1M | 0.28% | −7,387−7.1% | Reduced |
| 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 |
| Fiduciary Trust Co | 95,476 | $28.9M | 0.34% | +6,101+6.8% | Added |
| Port Capital LLC | 94,900 | $28.7M | 1.28% | +62,145+189.7% | Added |
| USS Investment Management Ltd | 94,257 | $28.5M | 0.12% | +1,442+1.6% | Added |
| Optiver Holding B.V. | 93,923 | $28.4M | 1.07% | −770−0.8% | Reduced |
| MML Investors Services, LLC | 93,468 | $28.3M | 0.08% | −3,991−4.1% | Reduced |
| Squarepoint Ops LLC | 92,141 | $27.9M | 0.06% | −82,060−47.1% | Reduced |
| Warren Averett Asset Management, LLC | 91,809 | $27.8M | 0.21% | +4,683+5.4% | Added |
| Beacon Pointe Advisors, LLC | 90,989 | $27.5M | 0.15% | +14,466+18.9% | Added |
| QRG Capital Management, Inc. | 90,675 | $27.4M | 0.28% | +15,763+21.0% | Added |
| Bragg Financial Advisors, Inc | 90,329 | $27.3M | 0.86% | +649+0.7% | Added |
| JustInvest LLC | 89,849 | $27.2M | 0.27% | −821−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 89,325 | $27.0M | 0.25% | −43,557−32.8% | Reduced |
| Andra AP-fonden | 89,320 | $27.0M | 0.34% | +22,320+33.3% | Added |
| Coleford Investment Management Ltd. | 89,272 | $27.0M | 6.62% | +1,480+1.7% | Added |
| Martingale Asset Management L P | 88,688 | $26.8M | 0.67% | −4,487−4.8% | Reduced |
| Davenport & Co LLC | 88,338 | $26.7M | 0.15% | +17,342+24.4% | Added |
| Chilton Capital Management LLC | 88,160 | $26.7M | 0.93% | +2,002+2.3% | Added |
| Utah Retirement Systems | 87,802 | $26.6M | 0.27% | −2,457−2.7% | Reduced |
| Exchange Traded Concepts, LLC | 87,395 | $26.4M | 0.20% | +24,487+38.9% | Added |
| Wealthfront Advisers LLC | 87,352 | $26.4M | 0.06% | −152−0.2% | Reduced |
| Flossbach Von Storch AG | 86,666 | $26.2M | 0.12% | −1,423−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 86,343 | $26.1M | 0.13% | +2,696+3.2% | Added |
| Fisher Funds Management LTD | 84,377 | $25.5M | 0.75% | +48,121+132.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 84,288 | $25.5M | 0.03% | +4,141+5.2% | Added |
| Quilter Plc | 83,886 | $25.4M | 0.45% | −1,195−1.4% | Reduced |
| Assetmark, Inc | 83,777 | $25.3M | 0.05% | +2,312+2.8% | Added |
| Unio Capital LLC | 83,643 | $25.3M | 5.42% | +34,918+71.7% | Added |
| Atlantic Union Bankshares Corp | 83,313 | $25.2M | 0.48% | +7,216+9.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 83,289 | $25.2M | 0.22% | +523+0.6% | Added |
| Chesley Taft & Associates LLC | 83,211 | $25.2M | 1.05% | −1,143−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 82,425 | $24.9M | 0.04% | −1,466−1.7% | Reduced |
| Trexquant Investment LP | 82,230 | $24.9M | 0.18% | +6,448+8.5% | Added |
| Renaissance Group LLC | 82,229 | $24.9M | 1.04% | +82,229 | New |
| Welch & Forbes LLC | 81,764 | $24.7M | 0.32% | −5,482−6.3% | Reduced |
| Ethic Inc. | 81,455 | $24.6M | 0.39% | −1,686−2.0% | Reduced |
| GM Advisory Group, Inc. | 81,433 | $24.6M | 0.95% | −155−0.2% | Reduced |
| Macquarie Group Ltd | 81,294 | $24.6M | 0.15% | −28,563−26.0% | Reduced |
| Dana Investment Advisors, Inc. | 80,271 | $24.3M | 0.72% | −1,658−2.0% | Reduced |
| Baxter Bros Inc | 79,992 | $24.2M | 2.99% | +1,619+2.1% | Added |
| New York Life Investment Management LLC | 79,886 | $24.2M | 0.20% | +1,777+2.3% | Added |
| LVM Capital Management Ltd | 79,698 | $24.1M | 2.27% | +504+0.6% | Added |
| HM Payson & Co | 78,628 | $23.8M | 0.34% | −238−0.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 77,751 | $23.5M | 0.36% | +77,751 | New |
| Lido Advisors, LLC | 77,246 | $23.4M | 0.09% | −29,059−27.3% | Reduced |
| London & Capital Asset Management Ltd | 76,913 | $23.3M | 0.25% | −46,572−37.7% | Reduced |
| NEOS Investment Management LLC | 76,826 | $23.2M | 0.12% | +3,797+5.2% | Added |
| Allspring Global Investments Holdings, LLC | 76,824 | $23.2M | 0.04% | +10,610+16.0% | Added |
| British Columbia Investment Management Corp | 75,951 | $23.0M | 0.14% | −22,835−23.1% | Reduced |
| Founders Capital Management, LLC | 75,619 | $22.9M | 3.76% | −212−0.3% | Reduced |
| Kestra Advisory Services, LLC | 75,182 | $22.7M | 0.09% | +6,054+8.8% | Added |
| Vontobel Holding Ltd. | 74,688 | $22.6M | 0.08% | +2,554+3.5% | Added |
| Capitolis Liquid Global Markets LLC | 74,247 | $22.5M | 0.14% | +74,247 | New |
| Abner Herrman & Brock LLC | 74,183 | $22.4M | 2.48% | −184−0.2% | Reduced |
| Hancock Whitney Corp | 69,295 | $22.3M | 0.39% | −1,201−1.7% | Reduced |
| Mackenzie Financial Corp | 73,528 | $22.2M | 0.03% | −170,508−69.9% | Reduced |
| Maple Capital Management, Inc. | 73,228 | $22.1M | 1.48% | −27,444−27.3% | Reduced |
| Elo Mutual Pension Insurance Co | 72,789 | $22.0M | 0.36% | −1,943−2.6% | Reduced |
| Braun Stacey Associates Inc | 72,134 | $21.8M | 0.73% | −135−0.2% | Reduced |
| GDS Wealth Management | 71,623 | $21.7M | 1.30% | +3,689+5.4% | Added |
| Nissay Asset Management Corp | 70,974 | $21.5M | 0.11% | +317+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 70,371 | $21.3M | 0.34% | +1,892+2.8% | Added |
| Marco Investment Management LLC | 69,953 | $21.2M | 1.60% | +210+0.3% | Added |
| Holowesko Partners Ltd. | 69,900 | $21.1M | 5.93% | +68,400+4,560.0% | Added |
| Ci Investments Inc. | 69,511 | $21.0M | 0.10% | −4,243−5.8% | Reduced |
| State of Alaska, Department of Revenue | 69,325 | $21.0M | 0.23% | −240−0.3% | Reduced |
| Franklin Street Advisors Inc | 68,650 | $20.8M | 1.27% | −16,724−19.6% | Reduced |
| Erste Asset Management GmbH | 69,616 | $20.8M | 0.19% | −1,946−2.7% | Reduced |
| Brinker Capital Investments, LLC | 68,198 | $20.6M | 0.18% | +3,579+5.5% | Added |
| Oppenheimer & Co Inc | 67,830 | $20.5M | 0.25% | +67,830 | New |
| Cornerstone Advisors, LLC | 67,094 | $20.3M | 0.75% | +30,894+85.3% | Added |
| Whittier Trust Co | 66,201 | $20.2M | 0.23% | +277+0.4% | Added |
| HB Wealth Management, LLC | 66,907 | $20.2M | 0.13% | +339+0.5% | Added |
| Citizens Financial Group Inc | 66,648 | $20.2M | 0.28% | −1,375−2.0% | Reduced |
| Perigon Wealth Management, LLC | 66,349 | $20.1M | 0.36% | +5,576+9.2% | Added |
| Parthenon LLC | 66,125 | $20.0M | 2.29% | −1,285−1.9% | Reduced |
| Generali Asset Management SPA SGR | 66,039 | $20.0M | 0.42% | +2,855+4.5% | Added |
| Aquatic Capital Management LLC | 65,727 | $19.9M | 0.57% | +65,727 | New |
| Skye Global Management LP | 65,500 | $19.8M | 0.43% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 65,494 | $19.8M | 0.23% | −2,760−4.0% | Reduced |
| Prudential PLC | 65,482 | $19.8M | 0.15% | −10,233−13.5% | Reduced |
| Peapack Gladstone Financial Corp | 65,068 | $19.7M | 0.25% | −929−1.4% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 65,000 | $19.7M | 14.53% | 00.0% | Unchanged |