Stifel Financial Corp reports 0.93% increase in ownership of AXP / American Express Company

美國運通公司

MX ˙ BMV ˙ US0258161092

Security	MX:AXP / American Express Company
Institution	Stifel Financial Corp
Latest Disclosed Ownership	715,950 shares
Latest Disclosed Value	$ 216,582,983

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 715,950 shares of American Express Company (MX:AXP) valued at $216,582,983 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 709,346 shares of American Express Company. This represents a change in shares of 0.93% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	AMERICAN EXPRESS	COM	025816109	715,950	6,604	0.93	216,583	-17.48	0.0467
2026-02-13	2025-12-31	13F	AMERICAN EXPRESS	COM	025816109	709,346	-48	-0.01	262,457	11.37	0.2361
2025-11-12	2025-09-30	13F	AMERICAN EXPRESS	COM	025816109	709,394	15,419	2.22	235,661	6.44	0.2152
2025-08-14	2025-06-30	13F	AMERICAN EXPRESS	COM	025816109	693,975	32,827	4.97	221,396	24.45	0.2153
2025-05-14	2025-03-31	13F	AMERICAN EXPRESS	COM	025816109	661,148	35,453	5.67	177,903	-4.21	0.1891
2025-02-13	2024-12-31	13F	AMERICAN EXPRESS	COM	025816109	625,695	10,141	1.65	185,724	11.24	0.1934
2024-11-14	2024-09-30	13F	AMERICAN EXPRESS	COM	025816109	615,554	51,615	9.15	166,959	27.84	0.1751
2024-08-13	2024-06-30	13F	AMERICAN EXPRESS	COM	025816109	563,939	3,502	0.62	130,595	2.33	0.1470
2024-05-14	2024-03-31	13F	AMERICAN EXPRESS	COM	025816109	560,437	14,712	2.70	127,622	24.82	0.1454
2024-02-12	2023-12-31	13F	AMERICAN EXPRESS	COM	025816109	545,725	44,972	8.98	102,247	36.85	0.1287
2023-11-13	2023-09-30	13F	AMERICAN EXPRESS	COM	025816109	500,753	17,283	3.57	74,715	-11.29	0.1050
2023-08-14	2023-06-30	13F	AMERICAN EXPRESS	COM	025816109	483,470	10,603	2.24	84,227	7.98	0.1153
2023-05-12	2023-03-31	13F	AMERICAN EXPRESS	COM	025816109	472,867	5,680	1.22	78,004	13.00	0.1118
2023-02-13	2022-12-31	13F	AMERICAN EXPRESS	COM	025816109	467,187	-4,999	-1.06	69,031	8.36	0.1036
2022-11-14	2022-09-30	13F	AMERICAN EXPRESS	COM	025816109	472,186	4,706	1.01	63,704	-1.70	0.1043
2022-08-15	2022-06-30	13F	AMERICAN EXPRESS	COM	025816109	467,480	-6,542	-1.38	64,804	-26.89	0.1014
2022-05-13	2022-03-31	13F	AMERICAN EXPRESS	COM	025816109	474,022	17,306	3.79	88,644	18.64	0.1210
2022-02-14	2021-12-31	13F	AMERICAN EXPRESS	COM	025816109	456,716	-17,479	-3.69	74,719	-5.95	0.0988
2021-11-15	2021-09-30	13F	AMERICAN EXPRESS	COM	025816109	474,195	33,355	7.57	79,442	9.06	0.1165
2021-08-13	2021-06-30	13F	AMERICAN EXPRESS	COM	025816109	440,840	-9,022	-2.01	72,841	14.48	0.1090
2021-05-14	2021-03-31	13F	AMERICAN EXPRESS	COM	025816109	449,862	-6,468	-1.42	63,630	15.33	0.1049
2021-02-12	2020-12-31	13F	AMERICAN EXPRESS	COM	025816109	456,330	-146,541	-24.31	55,174	-8.71	0.0984
2020-11-16	2020-09-30	13F	AMERICAN EXPRESS	COM	025816109	602,871	-28,570	-4.52	60,439	0.55	0.1243
2020-08-14	2020-06-30	13F	AMERICAN EXPRESS	COM	025816109	631,441	131,892	26.40	60,111	40.46	0.1382
2020-05-14	2020-03-31	13F	AMERICAN EXPRESS	COM	025816109	499,549	-257,654	-34.03	42,795	-54.42	0.1182
2020-02-13	2019-12-31	13F	AMERICAN EXPRESS	COM	025816109	757,203	96,608	14.62	93,897	20.30	0.1956
2019-11-19	2019-09-30	13F/A-1	AMERICAN EXPRESS	COM	025816109	660,595	7,473	1.14	78,055	-3.07	0.1991
2019-11-13	2019-09-30	13F	AMERICAN EXPRESS	COM	025816109	660,642	7,520		78,061		43,757.1031
2019-08-14	2019-06-30	13F	AMERICAN EXPRESS	COM	025816109	653,122	18,449	2.91	80,527	16.12	0.2076
2019-05-14	2019-03-31	13F	AMERICAN EXPRESS	COM	025816109	634,673	7,769	1.24	69,347	15.88	0.1960
2019-02-13	2018-12-31	13F	AMERICAN EXPRESS	COM	025816109	626,904	-130,944	-17.28	59,842	-25.83	0.1935
2018-11-13	2018-09-30	13F	AMERICAN EXPRESS	COM	025816109	757,848	39,986	5.57	80,687	14.60	0.2312
2018-08-14	2018-06-30	13F	AMERICAN EXPRESS	COM	025816109	717,862	-29,712	-3.97	70,409	1.00	0.2160
2018-05-11	2018-03-31	13F	AMERICAN EXPRESS	COM	025816109	747,574	25,741	3.57	69,712	-2.68	0.2200
2018-02-14	2017-12-31	13F	AMERICAN EXPRESS	COM	025816109	721,833	-55,802	-7.18	71,634	1.83	0.2271
2017-11-13	2017-09-30	13F	AMERICAN EXPRESS	COM	025816109	777,635	59,954	8.35	70,350	16.43	0.2442
2017-08-14	2017-06-30	13F	AMERICAN EXPRESS	COM	025816109	717,681	68,515	10.55	60,420	17.61	0.2243
2017-05-10	2017-03-31	13F	AMERICAN EXPRESS	COM	025816109	649,166	-60,731	-8.55	51,371	-2.14	0.1989
2017-02-16	2016-12-31	13F	AMERICAN EXPRESS	COM	025816109	709,897	62,168	9.60	52,494	26.56	0.2229
2016-11-15	2016-09-30	13F	AMERICAN EXPRESS	COM	025816109	647,729	67,060	11.55	41,478	17.56	0.1865
2016-08-17	2016-06-30	13F	AMERICAN EXPRESS	COM	025816109	580,669	-65,612	-10.15	35,282	-11.07	0.1632
2016-05-16	2016-03-31	13F	AMERICAN EXPRESS	COM	025816109	646,281	-239,471	-27.04	39,675	-35.61	0.2114
2016-03-21	2015-12-31	13F/A-2	AMERICAN EXPRESS	COM	025816109	885,752	-58,942	-6.24	61,618	-12.01	0.3208
2016-02-26	2015-12-31	13F/A-1	AMERICAN EXPRESS	COM	025816109	916,805	31,053		62,049		0.3244
2016-02-16	2015-12-31	13F	AMERICAN EXPRESS	COM	025816109	902,109			60,573
2015-11-16	2015-09-30	13F	AMERICAN EXPRESS	COM	025816109	944,694	75,060	8.63	70,027	3.81	0.3935
2015-08-17	2015-06-30	13F/A-1	AMERICAN EXPRESS	COM	025816109	869,634	38,718	4.66	67,456	3.87	0.3487
2015-08-17	2015-06-30	13F	AMERICAN EXPRESS	COM	025816109	831,031			64,610
2015-05-14	2015-03-31	13F	AMERICAN EXPRESS	COM	025816109	830,916	-177,720	-17.62	64,942	-30.82	0.3555
2015-02-13	2014-12-31	13F	AMERICAN EXPRESS	COM	025816109	1,008,636	760,341	306.22	93,871	331.89	0.5216
2014-11-13	2014-09-30	13F	AMERICAN EXPRESS	COM	025816109	248,295	-1,293	-0.52	21,735	-8.21	0.1908
2014-08-14	2014-06-30	13F	AMERICAN EXPRESS	COM	025816109	249,588	4,440	1.81	23,679	7.29	0.2127
2014-05-15	2014-03-31	13F	AMERICAN EXPRESS	COM	025816109	245,148	245,148		22,071		0.2112

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.