AMERICAN EXPRESS CO
3,023 institutions still hold AMERICAN EXPRESS CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
American Express sits at an institutional crossroads: its premium-card economics have delivered best-in-class credit-box and loan-growth metrics within the financial-services sector, yet the stock's presence in large hedge-fund portfolios is thinner than its scale would suggest. With 3,100+ institutional holders and roughly $145B in reported value, AmEx is held by the full roster of U.S. bank and asset-management platforms, but the top holders lean toward passive vehicles and diversified financial-services mandates rather than dedicated financia l stock pickers. The central analytical tension is spending-power normalization: AmEx's loan book and billings growth depend on continued consumer affordability, and any deterioration in the consumer credit cycle hits AmEx's charge-off rate in a way that Visa and Mastercard — pure network operators with no credit exposure — do not experience.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.