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, Q2 2026
Institutional positions in American Express Co as of Jun 30, 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
- 3,022
- +148 vs. Q1 2026
- Shares held
- 576.9M
- +1.20M (+0.2%) vs. Q1 2026
- Total value
- $195.1B
- +$21.1B (+12.1%) vs. Q1 2026
- New holders
- 263
- 1,215 more added
- Sold out
- 115
- 1,067 more reduced
38 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clark Capital Management Group, Inc. | 388,526 | $131.4M | 0.72% | −64,198−14.2% | Reduced |
| Gamco Investors, Inc. Et Al | 388,962 | $131.6M | 1.18% | −4,746−1.2% | Reduced |
| Cacti Asset Management LLC | 390,530 | $132.1M | 6.62% | 00.0% | Unchanged |
| Jane Street Group, LLC | 400,609 | $135.5M | 0.09% | +241,646+152.0% | Added |
| MFF Capital Investments Ltd | 402,309 | $136.1M | 8.26% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 403,799 | $136.6M | 2.66% | −4,190−1.0% | Reduced |
| River Road Asset Management, LLC | 404,116 | $136.7M | 1.52% | +24,919+6.6% | Added |
| Victory Capital Management Inc | 413,649 | $139.9M | 0.08% | −43,446−9.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 416,077 | $140.7M | 0.27% | +73,964+21.6% | Added |
| New York State Teachers Retirement System | 416,974 | $141.0M | 0.26% | −30,279−6.8% | Reduced |
| AQR Capital Management LLC | 427,672 | $144.7M | 0.05% | −185,698−30.3% | Reduced |
| Manufacturers Life Insurance Company, The | 430,789 | $145.7M | 0.11% | +10,134+2.4% | Added |
| Gabelli Funds LLC | 431,392 | $145.9M | 0.93% | −9,150−2.1% | Reduced |
| KBC Group NV | 441,428 | $149.3M | 0.32% | −20,332−4.4% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 447,278 | $151.3M | 0.38% | +13,552+3.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 452,876 | $153.2M | 0.29% | +99,428+28.1% | Added |
| First Manhattan Co | 453,549 | $153.4M | 0.39% | −6,141−1.3% | Reduced |
| Focused Investors LLC | 455,650 | $154.1M | 5.20% | −46,800−9.3% | Reduced |
| HighTower Advisors, LLC | 456,856 | $154.5M | 0.15% | −25,486−5.3% | Reduced |
| State Board of Administration of Florida Retirement System | 457,519 | $154.8M | 0.26% | −20,968−4.4% | Reduced |
| Jones Financial Companies LLLP | 484,003 | $164.7M | 0.07% | +139,449+40.5% | Added |
| Alliancebernstein L.P. | 545,020 | $164.9M | 0.06% | −16,806−3.0% | Reduced |
| Aviva PLC | 489,351 | $165.5M | 0.24% | +1,848+0.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 490,450 | $165.9M | 1.26% | 00.0% | Unchanged |
| US Bancorp | 492,290 | $166.5M | 0.18% | +2,220+0.5% | Added |
| Alphinity Investment Management Pty Ltd | 507,205 | $171.6M | 2.86% | −39,795−7.3% | Reduced |
| Ensign Peak Advisors, Inc | 520,142 | $175.9M | 0.29% | +36,742+7.6% | Added |
| Thrivent Financial for Lutherans | 542,965 | $183.7M | 0.31% | −24,892−4.4% | Reduced |
| Timucuan Asset Management Inc | 566,262 | $191.5M | 7.05% | +3,264+0.6% | Added |
| New York State Common Retirement Fund | 567,827 | $192.1M | 0.24% | −42,058−6.9% | Reduced |
| Smead Capital Management, Inc. | 569,063 | $192.5M | 4.13% | −33,580−5.6% | Reduced |
| Beutel, Goodman & Co Ltd. | 573,168 | $193.9M | 1.43% | −91,354−13.7% | Reduced |
| Toroso Investments, LLC | 576,580 | $195.0M | 0.47% | +3,585+0.6% | Added |
| CIBC Bancorp USA Inc. | 577,898 | $195.4M | 0.24% | +168,158+41.0% | Added |
| Natixis Advisors, L.P. | 599,813 | $202.9M | 0.23% | +127,869+27.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 614,935 | $206.7M | 0.32% | −6,002−1.0% | Reduced |
| Standard Life Aberdeen plc | 637,601 | $215.7M | 0.30% | −37,005−5.5% | Reduced |
| S&G Foundation | 641,100 | $216.9M | 10.11% | 00.0% | Unchanged |
| Korea Investment CORP | 647,397 | $219.0M | 0.42% | +25,591+4.1% | Added |
| King Luther Capital Management Corp | 660,465 | $223.4M | 0.91% | +55,206+9.1% | Added |
| Russell Investments Group, Ltd. | 679,228 | $230.1M | 0.20% | +47,462+7.5% | Added |
| Blair William & Co | 680,321 | $230.1M | 0.60% | −13,446−1.9% | Reduced |
| CI Private Wealth, LLC | 718,481 | $243.0M | 0.34% | −87,229−10.8% | Reduced |
| Envestnet Asset Management Inc | 732,160 | $247.7M | 0.06% | −16,836−2.2% | Reduced |
| Capital Research Global Investors | 741,644 | $250.9M | 0.03% | −2,428,907−76.6% | Reduced |
| Public Employees Retirement Association of Colorado | 762,755 | $258.0M | 0.89% | −73,942−8.8% | Reduced |
| Franklin Resources Inc | 782,716 | $264.8M | 0.06% | +23,879+3.1% | Added |
| Stifel Financial Corp | 796,096 | $269.3M | 0.22% | +80,146+11.2% | Added |
| California State Teachers Retirement System | 796,430 | $269.4M | 0.25% | −30,147−3.6% | Reduced |
| Citigroup Inc | 816,334 | $276.1M | 0.13% | −275,145−25.2% | Reduced |
| Longview Partners (Guernsey) LTD | 849,396 | $287.3M | 4.67% | −226,142−21.0% | Reduced |
| Principal Financial Group Inc | 900,918 | $304.7M | 0.15% | +98,728+12.3% | Added |
| Provident Trust Co | 920,817 | $311.5M | 6.53% | +3,786+0.4% | Added |
| LPL Financial LLC | 947,552 | $320.5M | 0.07% | +34,694+3.8% | Added |
| SG Americas Securities, LLC | 962,989 | $325.7M | 0.19% | −1,002,749−51.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 968,071 | $327.5M | 0.47% | −268,367−21.7% | Reduced |
| Rhumbline Advisers | 969,657 | $328.0M | 0.25% | −36,701−3.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 979,195 | $331.2M | 1.00% | −98,963−9.2% | Reduced |
| California Public Employees Retirement System | 980,462 | $331.6M | 0.19% | −292,934−23.0% | Reduced |
| Sustainable Growth Advisers, LP | 987,506 | $334.0M | 3.28% | −134,508−12.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,007,851 | $340.9M | 0.17% | −8,042−0.8% | Reduced |
| Canada Pension Plan Investment Board | 1,015,427 | $343.5M | 0.19% | +139,225+15.9% | Added |
| Vanguard Asset Management, Ltd | 1,046,403 | $353.9M | 0.24% | +108,009+11.5% | Added |
| Bank of Montreal | 1,051,681 | $355.7M | 0.13% | +109,200+11.6% | Added |
| Raymond James Financial Inc | 1,084,956 | $367.0M | 0.10% | +24,516+2.3% | Added |
| Vanguard Global Advisers, LLC | 1,147,920 | $388.3M | 0.18% | −24,195−2.1% | Reduced |
| Pictet Asset Management Holding SA | 1,167,608 | $395.0M | 0.38% | −283,998−19.6% | Reduced |
| National Pension Service | 1,191,145 | $402.9M | 0.26% | +9,873+0.8% | Added |
| TD Asset Management Inc | 1,214,293 | $410.7M | 0.36% | −483,800−28.5% | Reduced |
| American Century Companies Inc | 1,249,803 | $422.7M | 0.19% | +50,544+4.2% | Added |
| BNP Paribas Arbitrage, SA | 1,279,532 | $432.8M | 0.23% | −75,151−5.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,355,156 | $458.4M | 0.46% | +110,202+8.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,400,384 | $473.7M | 0.27% | −49,581−3.4% | Reduced |
| Marshall Wace, LLP | 1,429,163 | $483.4M | 0.41% | +1,303,120+1,033.9% | Added |
| First Trust Advisors LP | 1,438,146 | $486.5M | 0.29% | +16,925+1.2% | Added |
| Swiss National Bank | 1,499,019 | $507.0M | 0.26% | −118,280−7.3% | Reduced |
| HSBC Holdings PLC | 1,568,240 | $530.4M | 0.25% | −99,835−6.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,580,103 | $534.5M | 0.33% | −402,235−20.3% | Reduced |
| First Eagle Investment Management, LLC | 1,680,147 | $568.3M | 0.94% | +17,519+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,712,074 | $579.1M | 0.32% | +49,763+3.0% | Added |
| Schroder Investment Management Group | 1,778,857 | $601.7M | 0.43% | +213,292+13.6% | Added |
| Royal Bank of Canada | 1,850,570 | $626.0M | 0.11% | +109,914+6.3% | Added |
| Capital World Investors | 2,094,222 | $708.4M | 0.08% | −745,035−26.2% | Reduced |
| Boston Partners | 2,312,355 | $784.6M | 0.70% | +256,194+12.5% | Added |
| Amundi | 2,355,244 | $796.7M | 0.19% | −136,512−5.5% | Reduced |
| Jupiter Topco LLC | 2,382,750 | $806.0M | 0.33% | +2,382,750 | New |
| Ameriprise Financial Inc | 2,394,292 | $810.0M | 0.16% | −819,663−25.5% | Reduced |
| Capital Wealth Planning, LLC | 2,407,310 | $814.3M | 4.07% | −222,538−8.5% | Reduced |
| Barclays PLC | 2,539,954 | $859.1M | 0.27% | +218,256+9.4% | Added |
| Nordea Investment Management AB | 2,610,019 | $890.0M | 0.73% | +66,057+2.6% | Added |
| Deutsche Bank AG | 2,743,385 | $927.9M | 0.27% | +40,056+1.5% | Added |
| Rothschild & Co Wealth Management UK Ltd | 2,838,220 | $960.0M | 13.86% | −5,938−0.2% | Reduced |
| Invesco Ltd. | 2,847,449 | $963.1M | 0.08% | −473,036−14.2% | Reduced |
| Dimensional Fund Advisors LP | 2,853,697 | $965.3M | 0.17% | +142,095+5.2% | Added |
| Vanguard Fiduciary Trust Co | 3,019,440 | $1.02B | 0.22% | +22,689+0.8% | Added |
| Wellington Management Group LLP | 3,219,942 | $1.09B | 0.19% | −965,037−23.1% | Reduced |
| Legal & General Group Plc | 3,364,536 | $1.14B | 0.24% | −311,628−8.5% | Reduced |
| Bank of New York Mellon Corp | 3,736,251 | $1.26B | 0.21% | −116,966−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,888,106 | $1.32B | 0.18% | +16,958+0.4% | Added |
| UBS Group AG | 4,082,851 | $1.38B | 0.22% | −483,398−10.6% | Reduced |