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 |
|---|---|---|---|---|---|
| FIL Ltd | 64,617 | $19.5M | 0.02% | −27,307−29.7% | Reduced |
| ASR Vermogensbeheer N.V. | 64,606 | $19.5M | 0.23% | +1,112+1.8% | Added |
| CMT Capital Markets Trading GmbH | 64,203 | $19.4M | 8.94% | +60,603+1,683.4% | Added |
| Laffer Tengler Investments | 63,906 | $19.3M | 2.85% | +1,922+3.1% | Added |
| Walleye Trading LLC | 63,301 | $19.1M | 0.39% | +63,301 | New |
| Eagle Global Advisors LLC | 63,124 | $19.1M | 0.69% | −120.0% | Reduced |
| Davis Asset Management, L.P. | 63,000 | $19.1M | 0.55% | +63,000 | New |
| Tweedy, Browne Co LLC | 62,985 | $19.1M | 1.51% | −1,607−2.5% | Reduced |
| Birch Financial Group, LLC | 62,722 | $19.0M | 11.08% | +702+1.1% | Added |
| Capital Fund Management S.A. | 62,182 | $18.8M | 0.17% | +23,222+59.6% | Added |
| Hamilton Point Investment Advisors, LLC | 62,092 | $18.8M | 2.89% | −657−1.0% | Reduced |
| Trajan Wealth LLC | 62,031 | $18.8M | 0.79% | +33,529+117.6% | Added |
| Pinebridge Investments LLC | 61,736 | $18.7M | 0.16% | +19,152+45.0% | Added |
| Prospera Financial Services Inc | 61,430 | $18.6M | 0.30% | −5,773−8.6% | Reduced |
| Oregon Public Employees Retirement Fund | 61,360 | $18.6M | 0.24% | −209−0.3% | Reduced |
| Brookstone Capital Management | 61,119 | $18.5M | 0.21% | −1,783−2.8% | Reduced |
| Wesleyan Assurance Society | 61,095 | $18.5M | 1.09% | −450−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 60,429 | $18.3M | 0.10% | −184−0.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 60,220 | $18.2M | 1.64% | −30,177−33.4% | Reduced |
| Empowered Funds, LLC | 60,190 | $18.2M | 0.12% | +60,190 | New |
| Yousif Capital Management, LLC | 59,861 | $18.1M | 0.21% | −2,869−4.6% | Reduced |
| Hemenway Trust Co LLC | 59,068 | $17.9M | 1.44% | +15,252+34.8% | Added |
| OP Asset Management Ltd | 58,253 | $17.6M | 0.18% | −4,552−7.2% | Reduced |
| Entropy Technologies, LP | 58,158 | $17.6M | 0.81% | +18,290+45.9% | Added |
| Moran Wealth Management, LLC | 58,097 | $17.6M | 0.54% | −2,827−4.6% | Reduced |
| Neville Rodie & Shaw Inc | 57,571 | $17.4M | 1.27% | +5,324+10.2% | Added |
| Willis Investment Counsel | 57,236 | $17.3M | 0.95% | +556+1.0% | Added |
| Mutual of America Capital Management LLC | 56,968 | $17.2M | 0.20% | −729−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 56,702 | $17.2M | 0.71% | +1,103+2.0% | Added |
| Illinois Municipal Retirement Fund | 55,881 | $16.9M | 0.22% | +7,762+16.1% | Added |
| Galvin, Gaustad & Stein, LLC | 55,598 | $16.8M | 1.35% | −2,784−4.8% | Reduced |
| Tocqueville Asset Management L.P. | 55,407 | $16.8M | 0.25% | +1,498+2.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 55,279 | $16.7M | 0.13% | +8,279+17.6% | Added |
| Narwhal Capital Management | 54,457 | $16.5M | 1.22% | −1,732−3.1% | Reduced |
| Silvercrest Asset Management Group LLC | 54,229 | $16.4M | 0.12% | −432−0.8% | Reduced |
| Chemistry Wealth Management LLC | 53,731 | $16.3M | 2.86% | +2,198+4.3% | Added |
| Calamos Wealth Management LLC | 53,611 | $16.2M | 0.56% | −7,822−12.7% | Reduced |
| Anchor Capital Advisors LLC | 53,228 | $16.1M | 0.46% | −121−0.2% | Reduced |
| Private Advisor Group, LLC | 53,201 | $16.1M | 0.08% | +563+1.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 52,876 | $16.0M | 0.17% | −31,180−37.1% | Reduced |
| La Banque Postale Asset Management SA | 52,590 | $15.9M | 0.22% | −11,595−18.1% | Reduced |
| Carret Asset Management, LLC | 52,382 | $15.8M | 1.55% | −85−0.2% | Reduced |
| Abn Amro Investment Solutions | 52,045 | $15.7M | 0.21% | −2,758−5.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 51,366 | $15.5M | 2.23% | +954+1.9% | Added |
| Wellington Shields Capital Management, LLC | 51,094 | $15.5M | 2.32% | +11,045+27.6% | Added |
| Kestra Private Wealth Services, LLC | 50,756 | $15.4M | 0.19% | +7,227+16.6% | Added |
| Equitable Trust Co | 50,724 | $15.3M | 0.71% | −4,501−8.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 50,697 | $15.3M | 0.43% | +700+1.4% | Added |
| Matthew Goff Investment Advisor, LLC | 50,669 | $15.3M | 2.61% | −1,256−2.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,449 | $15.3M | 0.04% | +26,565+111.2% | Added |
| North Reef Capital Management LP | 50,000 | $15.1M | 0.52% | +50,000 | New |
| Cresset Asset Management, LLC | 49,621 | $15.0M | 0.06% | +733+1.5% | Added |
| Stanley Capital Management, LLC | 48,830 | $14.8M | 2.47% | 00.0% | Unchanged |
| Glenview Trust Co | 48,695 | $14.7M | 0.23% | +30,667+170.1% | Added |
| Perennial Advisors, LLC | 48,626 | $14.7M | 2.50% | −98−0.2% | Reduced |
| Atria Investments LLC | 48,566 | $14.7M | 0.16% | +390+0.8% | Added |
| Shelton Capital Management | 48,534 | $14.7M | 0.32% | +9,847+25.5% | Added |
| Argent Trust Co | 47,846 | $14.5M | 0.49% | −1,069−2.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 47,716 | $14.4M | 0.41% | −15,047−24.0% | Reduced |
| Stockman Wealth Management, Inc. | 47,536 | $14.4M | 1.59% | +3,829+8.8% | Added |
| Brown Brothers Harriman & Co | 47,462 | $14.4M | 0.08% | +3,173+7.2% | Added |
| Unison Asset Management LLC | 47,385 | $14.3M | 6.55% | +9,297+24.4% | Added |
| Modern Wealth Management, LLC | 47,475 | $14.3M | 0.25% | +1,999+4.4% | Added |
| Choate Investment Advisors | 47,270 | $14.3M | 0.28% | −129−0.3% | Reduced |
| Sky Investment Group LLC | 47,217 | $14.3M | 2.45% | −78−0.2% | Reduced |
| Merit Financial Group, LLC | 46,933 | $14.2M | 0.11% | +3,662+8.5% | Added |
| Fishman Jay A Ltd | 46,733 | $14.1M | 1.26% | −68−0.1% | Reduced |
| Mediolanum International Funds Ltd | 47,474 | $14.1M | 0.15% | −61,629−56.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 46,253 | $14.0M | 0.91% | +160.0% | Added |
| Clearstead Advisors, LLC | 45,588 | $13.8M | 0.13% | −1,980−4.2% | Reduced |
| Polar Capital Holdings Plc | 45,415 | $13.7M | 0.06% | +5,055+12.5% | Added |
| Aptus Capital Advisors, LLC | 44,972 | $13.6M | 0.11% | −2,327−4.9% | Reduced |
| Rice Partnership, LLC | 44,450 | $13.4M | 1.84% | −6,173−12.2% | Reduced |
| Eagle Rock Investment Company, LLC | 44,401 | $13.4M | 1.95% | −112−0.3% | Reduced |
| Advisors Capital Management, LLC | 44,382 | $13.4M | 0.16% | +37,572+551.7% | Added |
| Penserra Capital Management LLC | 44,367 | $13.4M | 0.16% | −2,295−4.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 43,108 | $13.0M | 0.90% | +13,656+46.4% | Added |
| LaFleur & Godfrey LLC | 42,914 | $13.0M | 1.62% | +78+0.2% | Added |
| Foyston, Gordon, & Payne Inc | 42,768 | $12.9M | 2.98% | −10,592−19.9% | Reduced |
| Gulf International Bank (UK) Ltd | 42,621 | $12.9M | 0.29% | +14,183+49.9% | Added |
| Diversified Trust Co | 41,956 | $12.7M | 0.24% | +4,720+12.7% | Added |
| Univest Financial Corp | 41,720 | $12.6M | 0.71% | +440+1.1% | Added |
| Searle & Co. | 41,714 | $12.6M | 3.17% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 41,563 | $12.6M | 0.16% | −6,427−13.4% | Reduced |
| Avanza Fonder AB | 41,512 | $12.6M | 0.35% | −270−0.6% | Reduced |
| Equitable Holdings, Inc. | 34,733 | $12.5M | 0.08% | +6,701+23.9% | Added |
| Shayne & Co., LLC | 41,214 | $12.5M | 3.85% | −70−0.2% | Reduced |
| Van Cleef Asset Management,Inc | 40,972 | $12.4M | 1.33% | −248−0.6% | Reduced |
| Norinchukin Bank, The | 40,959 | $12.4M | 0.14% | −1,242−2.9% | Reduced |
| Scotia Capital Inc. | 40,693 | $12.3M | 0.05% | +7,682+23.3% | Added |
| Cullinan Associates Inc | 40,540 | $12.3M | 0.99% | −2,740−6.3% | Reduced |
| Vise Technologies, Inc. | 32,951 | $12.2M | 0.24% | 00.0% | Unchanged |
| CWM, LLC | 40,121 | $12.1M | 0.03% | +1,801+4.7% | Added |
| Griffin Asset Management, Inc. | 40,017 | $12.1M | 1.37% | −1,856−4.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 39,280 | $12.0M | 0.25% | +1,774+4.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 39,680 | $12.0M | 0.54% | +190+0.5% | Added |
| M. Kulyk & Associates, LLC | 39,674 | $12.0M | 2.24% | +527+1.3% | Added |
| Cary Street Partners Financial LLC | 39,625 | $12.0M | 0.30% | +1,236+3.2% | Added |
| Jefferies Financial Group Inc. | 39,502 | $11.9M | 0.15% | +26,580+205.7% | Added |
| Grimes & Company, Inc. | 39,210 | $11.9M | 0.33% | +1,013+2.7% | Added |