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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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.

13F holders, Q1 2023

Institutional positions in American Express Co as of Mar 31, 2023. 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
2,056
+90 vs. Q4 2022
Shares held
626.4M
+2.67M (+0.4%) vs. Q4 2022
Total value
$103.0B
+$10.6B (+11.4%) vs. Q4 2022
New holders
189
749 more added
Sold out
99
738 more reduced

42 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 2,056 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,878 institutionsQ4 2021: 2,004 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,625 institutionsQ2 2025: 2,718 institutionsQ3 2025: 2,757 institutionsQ4 2025: 3,042 institutionsQ1 2026: 2,911 institutionsQ2 2026: 3,020 institutions
Value heldQ1 2023: $104.3B
Q1 2021: $96.6BQ2 2021: $157.7BQ3 2021: $111.2BQ4 2021: $106.7BQ1 2022: $120.3BQ2 2022: $88.2BQ3 2022: $85.9BQ4 2022: $92.7BQ1 2023: $104.3BQ2 2023: $108.2BQ3 2023: $91.5BQ4 2023: $120.4BQ1 2024: $149.3BQ2 2024: $143.8BQ3 2024: $164.8BQ4 2024: $177.6BQ1 2025: $160.7BQ2 2025: $190.6BQ3 2025: $201.0BQ4 2025: $217.7BQ1 2026: $174.9BQ2 2026: $195.8B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,020$195.8B
Q1 20262,911$174.9B
Q4 20253,042$217.7B
Q3 20252,757$201.0B
Q2 20252,718$190.6B
Q1 20252,625$160.7B
Q4 20242,642$177.6B
Q3 20242,459$164.8B
Q2 20242,348$143.8B
Q1 20242,315$149.3B
Q4 20232,191$120.4B
Q3 20232,003$91.5B
Q2 20232,048$108.2B
Q1 20232,056$104.3B
Q4 20222,008$92.7B
Q3 20221,919$85.9B
Q2 20221,975$88.2B
Q1 20222,067$120.3B
Q4 20212,004$106.7B
Q3 20211,878$111.2B
Q2 20211,851$157.7B
Q1 20211,781$96.6B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2022.

Institutions holding AXP in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway151,610,700$25.0B7.69%00.0%Unchanged
Vanguard Group Inc47,697,428$7.87B0.20%+413,474+0.9%Added
BlackRock Inc.45,899,776$7.57B0.22%+423,300+0.9%Added
State Street Corp29,813,011$4.92B0.28%−1,519,114−4.8%Reduced
Wellington Management Group LLP22,000,787$3.63B0.72%+182,753+0.8%Added
JPMorgan Chase & Co16,336,206$2.69B0.35%−152,407−0.9%Reduced
Fisher Asset Management, LLC12,812,855$2.11B1.28%−1,698,617−11.7%Reduced
Bank of America Corp12,678,097$2.09B0.24%+545,099+4.5%Added
Morgan Stanley12,645,809$2.09B0.22%+141,907+1.1%Added
Massachusetts Financial Services Co11,669,944$1.92B0.66%+128,791+1.1%Added
Geode Capital Management, LLC10,602,539$1.74B0.23%+144,135+1.4%Added
Northern Trust Corp7,201,886$1.19B0.24%−171,390−2.3%Reduced
Nuveen Asset Management, LLC6,942,342$1.15B0.43%−197,497−2.8%Reduced
Price T Rowe Associates Inc6,869,384$1.13B0.17%+3,996,083+139.1%Added
Norges Bank6,502,853$1.07B0.23%+333,286+5.4%Added
FMR LLC6,356,786$1.05B0.10%+1,551,053+32.3%Added
Invesco Ltd.5,611,380$925.6M0.26%−80,894−1.4%Reduced
Lazard Asset Management LLC5,563,690$917.7M1.20%−238,651−4.1%Reduced
Bank of New York Mellon Corp5,432,664$896.1M0.20%−115,247−2.1%Reduced
Artisan Partners Limited Partnership4,330,039$714.2M1.18%−190,094−4.2%Reduced
Legal & General Group Plc4,292,434$708.0M0.25%+17,773+0.4%Added
Janus Henderson Group PLC3,990,549$658.2M0.43%−189,525−4.5%Reduced
Goldman Sachs Group Inc3,606,146$594.8M0.16%−254,786−6.6%Reduced
Longview Partners (Guernsey) LTD3,549,764$585.5M4.13%+115,880+3.4%Added
Susquehanna International Group, LLP3,481,197$574.2M0.90%+764,274+28.1%Added
Rothschild & Co Wealth Management UK Ltd3,435,313$566.7M11.27%−401,624−10.5%Reduced
UBS Asset Management Americas Inc3,355,626$553.5M0.27%−131,462−3.8%Reduced
Charles Schwab Investment Management Inc3,204,633$528.6M0.16%+17,700+0.6%Added
Dimensional Fund Advisors LP3,084,386$508.7M0.17%+30,443+1.0%Added
First Eagle Investment Management, LLC2,667,468$440.0M1.17%−171,641−6.0%Reduced
D. E. Shaw & Co., Inc.2,554,521$421.4M0.68%+586,454+29.8%Added
Sumitomo Mitsui Trust Holdings, Inc.2,229,144$367.7M0.27%+7,260+0.3%Added
Royal Bank of Canada2,092,636$345.2M0.10%−76,603−3.5%Reduced
Alliancebernstein L.P.1,982,442$327.0M0.14%+20,443+1.0%Added
Deutsche Bank AG1,979,235$326.5M0.18%−54,884−2.7%Reduced
Smead Capital Management, Inc.1,843,172$304.0M6.06%+47,107+2.6%Added
Franklin Resources Inc1,837,171$303.0M0.15%−554,669−23.2%Reduced
Amundi1,873,529$301.8M0.16%+34,833+1.9%Added
Harris Associates L PSuperinvestorHarris Associates (Oakmark)1,824,858$301.0M0.58%+174,552+10.6%Added
UBS Group AG1,819,401$300.1M0.14%−35,694−1.9%Reduced
Sustainable Growth Advisers, LP1,788,167$295.0M1.71%+4,725+0.3%Added
Wells Fargo & Company1,736,574$286.4M0.09%+51,440+3.1%Added
Nordea Investment Management AB1,767,332$286.2M0.42%−64,640−3.5%Reduced
Ameriprise Financial Inc1,774,031$284.5M0.09%+159,992+9.9%Added
Beutel, Goodman & Co Ltd.1,659,151$273.7M1.61%+41,156+2.5%Added
Allianz Asset Management GmbH1,658,643$273.6M0.57%+54,146+3.4%Added
Pictet Asset Management SA1,624,638$268.0M0.34%+130,064+8.7%Added
TD Asset Management Inc1,497,018$246.9M0.30%+336,993+29.1%Added
Maj Invest Holding A/S1,477,470$243.7M6.39%−220,249−13.0%Reduced
Standard Life Aberdeen plc1,455,538$240.1M0.60%+112,409+8.4%Added
Barrow Hanley Mewhinney & Strauss LLC1,435,799$236.8M0.92%−57,025−3.8%Reduced
Credit Suisse AG1,435,718$236.8M0.24%+24,913+1.8%Added
AXA S.A.1,417,248$233.8M0.80%+146,505+11.5%Added
HSBC Holdings PLC1,358,593$223.2M0.29%−4,662−0.3%Reduced
American Century Companies Inc1,299,913$214.3M0.17%−212,952−14.1%Reduced
Millennium Management LLC1,288,759$212.6M0.25%+341,807+36.1%Added
New York State Common Retirement Fund1,287,129$212.3M0.28%−61,757−4.6%Reduced
Jennison Associates LLC1,286,952$212.3M0.19%+1,250,511+3,431.6%Added
Clearbridge Investments, LLC1,277,093$210.7M0.20%−9,038−0.7%Reduced
Citadel Advisors LLC1,264,319$208.5M0.23%−84,255−6.2%Reduced
Arrowstreet Capital, Limited Partnership1,221,083$201.4M0.26%−221,586−15.4%Reduced
Rhumbline Advisers1,175,033$193.8M0.24%−1,101−0.1%Reduced
California Public Employees Retirement System1,153,266$190.2M0.17%−204,477−15.1%Reduced
First Trust Advisors LP1,093,077$180.3M0.21%−60,526−5.2%Reduced
The PNC Financial Services Group, Inc.1,090,946$180.0M0.16%−7,453−0.7%Reduced
Samlyn Capital, LLC1,080,992$178.3M3.27%+58,776+5.7%Added
California State Teachers Retirement System1,057,360$174.4M0.26%−14,973−1.4%Reduced
Troy Asset Management Ltd1,038,305$171.3M5.12%−10,736−1.0%Reduced
Schroder Investment Management Group1,028,927$169.7M0.25%+81,716+8.6%Added
Barclays PLC1,019,053$168.1M0.17%−704,381−40.9%Reduced
Ci Investments Inc.993,727$163.9M0.82%+300,299+43.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC983,752$162.3M0.83%−351,782−26.3%Reduced
Davis Selected Advisers964,224$159.0M1.05%−24,728−2.5%Reduced
National Pension Service947,399$153.9M0.28%+8,896+0.9%Added
Bank of Montreal931,704$153.8M0.06%+105,765+12.8%Added
CI Private Wealth, LLC918,714$151.5M0.41%+77,325+9.2%Added
Timucuan Asset Management Inc874,362$144.2M6.04%+10,903+1.3%Added
Two Sigma Advisers, LP847,000$139.7M0.36%+254,300+42.9%Added
Gabelli Funds LLC840,808$138.7M1.05%−22,550−2.6%Reduced
Two Sigma Investments, LP830,992$137.1M0.41%+54,783+7.1%Added
Waverton Investment Management Ltd819,658$135.2M4.17%−18,708−2.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.800,798$132.1M0.31%+34,948+4.6%Added
Toronto Dominion Bank790,386$130.3M0.21%+354,967+81.5%Added
State of Wisconsin Investment Board756,476$124.8M0.37%+176,473+30.4%Added
Gamco Investors, Inc. Et Al748,895$123.5M1.33%−62,704−7.7%Reduced
Renaissance Technologies LLC747,313$123.3M0.16%+423,913+131.1%Added
Macquarie Group Ltd713,638$117.7M0.14%+34,245+5.0%Added
Junto Capital Management LP713,094$117.6M3.28%+364,554+104.6%Added
Rockefeller Capital Management L.P.706,874$116.6M0.50%+183,175+35.0%Added
New York State Teachers Retirement System703,150$116.0M0.27%−6,502−0.9%Reduced
Principal Financial Group Inc686,594$113.3M0.08%+5,126+0.8%Added
State Board of Administration of Florida Retirement System681,043$112.3M0.26%−7,980−1.2%Reduced
Blair William & Co680,595$112.3M0.45%+26,666+4.1%Added
Douglas Lane & Associates, LLC677,473$111.7M1.86%−13,156−1.9%Reduced
King Luther Capital Management Corp656,051$108.2M0.57%−35,987−5.2%Reduced
Natixis Advisors, L.P.645,177$106.4M0.37%+81,693+14.5%Added
Parnassus Investments642,639$106.0M0.26%00.0%Unchanged
Thrivent Financial for Lutherans597,119$98.5M0.24%−150,779−20.2%Reduced
Russell Investments Group, Ltd.595,826$98.1M0.19%−18,299−3.0%Reduced
Quilter Plc98,108$97.4M0.37%−6,009−5.8%Reduced