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 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
- $102.9B
- +$10.8B (+11.8%) 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.
| 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 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 221,557 | $36.5M | 0.20% | +16,687+8.1% | Added |
| Boston Trust Walden Corp | 219,479 | $36.2M | 0.31% | −17,180−7.3% | Reduced |
| Country Trust Bank | 218,440 | $36.0M | 1.02% | −13,173−5.7% | Reduced |
| Heard Capital LLC | 215,492 | $35.5M | 2.96% | +215,492 | New |
| Panagora Asset Management Inc | 214,945 | $35.5M | 0.22% | −163,949−43.3% | Reduced |
| AQR Capital Management LLC | 217,833 | $35.3M | 0.08% | +29,913+15.9% | Added |
| Keybank National Association | 212,840 | $35.1M | 0.17% | +116,051+119.9% | Added |
| Advisor Group Holdings, Inc. | 211,099 | $34.8M | 0.07% | +5,607+2.7% | Added |
| Aquamarine Zurich AGSuperinvestorAquamarine | 210,000 | $34.5M | 17.82% | 00.0% | Unchanged |
| Marex Group plc | 208,657 | $34.4M | 4.56% | +208,657 | New |
| Johnson Investment Counsel Inc | 205,686 | $33.9M | 0.45% | −11,814−5.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 205,611 | $33.9M | 0.05% | −1,883−0.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 204,899 | $33.8M | 0.91% | +34,443+20.2% | Added |
| Todd Asset Management LLC | 203,610 | $33.6M | 0.81% | −191−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 201,242 | $33.2M | 1.83% | −1,414−0.7% | Reduced |
| Rafferty Asset Management, LLC | 200,662 | $33.1M | 0.22% | −30,830−13.3% | Reduced |
| Cohen Klingenstein LLC | 199,457 | $32.9M | 1.54% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 199,323 | $32.9M | 2.60% | −152−0.1% | Reduced |
| Global Frontier Investments LLC | 197,215 | $32.5M | 14.61% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 194,520 | $32.1M | 0.75% | −25,743−11.7% | Reduced |
| Franklin Street Advisors Inc | 193,702 | $32.0M | 2.91% | +33,068+20.6% | Added |
| Roffman Miller Associates Inc | 191,057 | $31.5M | 2.51% | −1,440−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 190,945 | $31.5M | 0.15% | +8,166+4.5% | Added |
| Forsta Ap-Fonden | 188,400 | $31.1M | 0.37% | −15,700−7.7% | Reduced |
| Heritage Investors Management Corp | 187,010 | $30.8M | 1.32% | −2,778−1.5% | Reduced |
| Baird Financial Group, Inc. | 186,915 | $30.8M | 0.08% | +4,943+2.7% | Added |
| Edgar Lomax Co | 184,965 | $30.5M | 1.96% | +144,840+361.0% | Added |
| American International Group, Inc. | 184,232 | $30.4M | 0.20% | +440.0% | Added |
| Jacobs Levy Equity Management, Inc | 184,023 | $30.4M | 0.19% | −49,461−21.2% | Reduced |
| Cambridge Trust Co | 181,599 | $30.0M | 1.43% | −53,651−22.8% | Reduced |
| DekaBank Deutsche Girozentrale | 181,595 | $29.5M | 0.07% | −18,254−9.1% | Reduced |
| Barr E S & Co | 177,570 | $29.3M | 2.43% | −2,218−1.2% | Reduced |
| Arizona State Retirement System | 173,423 | $28.6M | 0.26% | −220−0.1% | Reduced |
| M&T Bank Corp | 171,702 | $28.3M | 0.11% | +3,585+2.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 171,585 | $28.3M | 0.05% | −6,710−3.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 170,596 | $28.1M | 0.35% | +47,811+38.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 169,509 | $27.9M | 0.07% | −229−0.1% | Reduced |
| Martingale Asset Management L P | 167,828 | $27.7M | 0.53% | +127,069+311.8% | Added |
| ETF Managers Group, LLC | 165,686 | $27.3M | 0.88% | −54,092−24.6% | Reduced |
| Advisors Asset Management, Inc. | 165,043 | $27.2M | 0.55% | −19,234−10.4% | Reduced |
| Umb Bank N A | 163,822 | $27.0M | 0.43% | −245−0.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 163,780 | $27.0M | 3.71% | +2,824+1.8% | Added |
| State of Michigan Retirement System | 163,477 | $27.0M | 0.18% | +1,000+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 157,252 | $25.9M | 0.41% | −623−0.4% | Reduced |
| Amalgamated Bank | 156,638 | $25.8M | 0.22% | −198−0.1% | Reduced |
| Captrust Financial Advisors | 155,946 | $25.7M | 0.11% | +5,853+3.9% | Added |
| MetLife Investment Management | 155,138 | $25.6M | 0.18% | −1,030−0.7% | Reduced |
| Amussen Hunsaker Associates LLC | 154,075 | $25.4M | 6.36% | −4,561−2.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 153,837 | $25.4M | 0.46% | −5,729−3.6% | Reduced |
| Regions Financial Corp | 153,806 | $25.4M | 0.23% | −33,068−17.7% | Reduced |
| Handelsbanken Fonder AB | 152,989 | $25.2M | 0.15% | +11,623+8.2% | Added |
| Kiltearn Partners LLP | 151,523 | $25.0M | 1.81% | −10,700−6.6% | Reduced |
| United Capital Financial Advisers, LLC | 150,977 | $24.9M | 0.14% | −111−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 150,830 | $24.9M | 0.67% | +30,397+25.2% | Added |
| Zacks Investment Management | 150,793 | $24.9M | 0.33% | +5,867+4.0% | Added |
| Flossbach Von Storch AG | 146,232 | $24.1M | 0.10% | −31,280−17.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 145,414 | $24.0M | 0.62% | −725−0.5% | Reduced |
| Public Sector Pension Investment Board | 143,484 | $23.7M | 0.18% | +645+0.5% | Added |
| Cantor Fitzgerald, L. P. | 143,330 | $23.6M | 0.50% | +54,476+61.3% | Added |
| Dana Investment Advisors, Inc. | 142,584 | $23.5M | 1.20% | −20,721−12.7% | Reduced |
| Holocene Advisors, LP | 141,451 | $23.3M | 0.12% | −755,703−84.2% | Reduced |
| Squarepoint Ops LLC | 139,965 | $23.1M | 0.16% | +20,708+17.4% | Added |
| Commerce Bank | 138,364 | $22.8M | 0.18% | −170−0.1% | Reduced |
| Quadrature Capital Ltd | 136,695 | $22.5M | 0.62% | +136,695 | New |
| Destination Wealth Management | 136,527 | $22.5M | 0.85% | −1,341−1.0% | Reduced |
| APG Asset Management N.V. | 147,799 | $22.4M | 0.05% | −14,840−9.1% | Reduced |
| Swiss Life Asset Management Ltd | 133,965 | $22.1M | 0.33% | −14,561−9.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 131,930 | $21.8M | 2.20% | −4,033−3.0% | Reduced |
| Foster Dykema Cabot & Co Inc | 131,416 | $21.7M | 2.79% | +1,029+0.8% | Added |
| Cinctive Capital Management LP | 127,798 | $21.1M | 0.78% | +104,028+437.6% | Added |
| Ossiam | 127,321 | $21.0M | 0.44% | +38,859+43.9% | Added |
| Bradley Foster & Sargent Inc | 127,206 | $21.0M | 0.50% | +433+0.3% | Added |
| Mill Capital Management, LLC | 127,127 | $21.0M | 2.13% | +4,009+3.3% | Added |
| Colony Group LLC | 126,760 | $20.9M | 0.31% | −2,000−1.6% | Reduced |
| Pinnacle Associates Ltd | 125,131 | $20.6M | 0.42% | +825+0.7% | Added |
| CIBC Asset Management Inc | 124,168 | $20.5M | 0.08% | +406+0.3% | Added |
| Texas Permanent School Fund | 124,121 | $20.5M | 0.20% | +39,187+46.1% | Added |
| HM Payson & Co | 123,614 | $20.4M | 0.49% | −3,176−2.5% | Reduced |
| Greatmark Investment Partners, Inc. | 123,373 | $20.4M | 3.63% | −4,950−3.9% | Reduced |
| Abner Herrman & Brock LLC | 123,231 | $20.3M | 3.07% | +783+0.6% | Added |
| Equitable Trust Co | 122,090 | $20.1M | 1.59% | −3,727−3.0% | Reduced |
| Mariner, LLC | 121,546 | $20.0M | 0.06% | +17,810+17.2% | Added |
| USS Investment Management Ltd | 121,227 | $20.0M | 0.28% | +1,769+1.5% | Added |
| Westpac Banking Corp | 120,912 | $19.9M | 0.27% | +3,833+3.3% | Added |
| Dundas Partners LLP | 120,823 | $19.9M | 2.08% | −2,265−1.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 120,385 | $19.9M | 0.83% | −8,625−6.7% | Reduced |
| Boston Common Asset Management, LLC | 120,184 | $19.8M | 0.41% | −9,364−7.2% | Reduced |
| Tweedy, Browne Co LLC | 119,805 | $19.8M | 1.08% | −2,498−2.0% | Reduced |
| Klingenstein Fields & Co LP | 119,522 | $19.7M | 0.99% | −901−0.7% | Reduced |
| DnB Asset Management AS | 119,325 | $19.7M | 0.12% | +1,616+1.4% | Added |
| Stewart & Patten Co LLC | 117,296 | $19.3M | 3.28% | +4,413+3.9% | Added |
| Daiwa Securities Group Inc. | 117,087 | $19.3M | 0.13% | +9,800+9.1% | Added |
| Clifford Swan Investment Counsel LLC | 117,071 | $19.3M | 0.81% | +9,916+9.3% | Added |
| Creative Planning | 116,755 | $19.3M | 0.03% | +3,274+2.9% | Added |
| Brinker Capital Investments, LLC | 116,216 | $19.2M | 0.25% | +11,757+11.3% | Added |
| Orion Portfolio Solutions, LLC | 116,216 | $19.2M | 0.25% | +110,919+2,094.0% | Added |
| IFM Investors Pty Ltd | 115,928 | $19.1M | 0.29% | +3,097+2.7% | Added |
| Factory Mutual Insurance Co | 115,900 | $19.1M | 0.30% | −4,100−3.4% | Reduced |
| United Services Automobile Association | 113,715 | $18.8M | 0.60% | +90,295+385.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 114,192 | $18.7M | 0.13% | −729−0.6% | Reduced |