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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 113,207 | $18.7M | 0.21% | +86,983+331.7% | Added |
| Abn Amro Investment Solutions | 112,005 | $18.5M | 0.38% | +112,005 | New |
| Banco Santander, S.A. | 110,482 | $18.2M | 0.27% | −3,786−3.3% | Reduced |
| Sirios Capital Management L P | 109,748 | $18.1M | 3.19% | −50,237−31.4% | Reduced |
| Willis Investment Counsel | 109,266 | $18.0M | 1.18% | −17,750−14.0% | Reduced |
| Chilton Capital Management LLC | 108,860 | $18.0M | 1.04% | −989−0.9% | Reduced |
| CIBC World Markets Corp | 107,749 | $17.8M | 0.29% | −356,016−76.8% | Reduced |
| Maple Capital Management, Inc. | 107,720 | $17.8M | 2.17% | +2,432+2.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 107,363 | $17.7M | 0.24% | +5,800+5.7% | Added |
| Robeco Institutional Asset Management B.V. | 107,149 | $17.7M | 0.05% | +6,325+6.3% | Added |
| Tocqueville Asset Management L.P. | 106,050 | $17.5M | 0.33% | +35,760+50.9% | Added |
| Utah Retirement Systems | 106,022 | $17.5M | 0.25% | −1,000−0.9% | Reduced |
| Eminence Capital, LP | 105,750 | $17.4M | 0.29% | +105,750 | New |
| Steward Partners Investment Advisory, LLC | 105,302 | $17.4M | 0.28% | +2,116+2.1% | Added |
| Paralel Advisors LLC | 105,000 | $17.3M | 0.97% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 104,863 | $17.3M | 1.02% | +115+0.1% | Added |
| Public Employees Retirement Association of Colorado | 103,863 | $17.1M | 0.09% | −2,760−2.6% | Reduced |
| Cobblestone Capital Advisors LLC | 101,906 | $16.8M | 1.25% | −1,530−1.5% | Reduced |
| Noesis Capital Mangement Corp | 101,895 | $16.8M | 4.26% | +3,442+3.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 100,927 | $16.6M | 0.14% | −119−0.1% | Reduced |
| Cullinan Associates Inc | 99,344 | $16.4M | 0.96% | −4,911−4.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 97,163 | $16.0M | 0.31% | −600−0.6% | Reduced |
| Bartlett & Co. LLC | 97,163 | $16.0M | 0.31% | −600−0.6% | Reduced |
| Longbow Finance SA | 95,898 | $15.8M | 1.99% | +26,103+37.4% | Added |
| Citizens Financial Group Inc | 93,947 | $15.5M | 0.57% | −608−0.6% | Reduced |
| State of Alaska, Department of Revenue | 93,539 | $15.4M | 0.18% | −1,720−1.8% | Reduced |
| New York Life Investment Management LLC | 93,326 | $15.4M | 0.17% | −397−0.4% | Reduced |
| MAI Capital Management | 93,271 | $15.4M | 0.24% | +492+0.5% | Added |
| Yousif Capital Management, LLC | 93,162 | $15.4M | 0.20% | −5,150−5.2% | Reduced |
| Crossmark Global Holdings, Inc. | 93,087 | $15.4M | 0.36% | −1,976−2.1% | Reduced |
| Chesley Taft & Associates LLC | 92,891 | $15.3M | 1.01% | −963−1.0% | Reduced |
| Fiduciary Trust Co | 91,899 | $15.2M | 0.28% | −2,163−2.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 90,720 | $15.0M | 1.31% | −29,006−24.2% | Reduced |
| Northwest & Ethical Investments L.P. | 90,547 | $14.9M | 0.50% | −4,518−4.8% | Reduced |
| Welch & Forbes LLC | 90,233 | $14.9M | 0.25% | −398−0.4% | Reduced |
| Cookson Peirce & Co Inc | 86,583 | $14.3M | 0.92% | +5,267+6.5% | Added |
| Connors Investor Services Inc | 85,989 | $14.2M | 1.67% | +793+0.9% | Added |
| Mutual of America Capital Management LLC | 85,211 | $14.1M | 0.17% | −200−0.2% | Reduced |
| Avalon Investment & Advisory | 85,091 | $14.0M | 0.38% | −2,585−2.9% | Reduced |
| Gulf International Bank (UK) Ltd | 83,526 | $13.8M | 0.29% | −21,048−20.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 81,570 | $13.5M | 0.86% | −1,840−2.2% | Reduced |
| Clifford Capital Partners LLC | 80,621 | $13.3M | 4.09% | +1,306+1.6% | Added |
| Holowesko Partners Ltd. | 79,500 | $13.1M | 6.89% | −29,500−27.1% | Reduced |
| Cerity Partners LLC | 75,734 | $13.1M | 0.06% | +7,624+11.2% | Added |
| Narwhal Capital Management | 78,766 | $13.0M | 1.63% | −1,047−1.3% | Reduced |
| Cubist Systematic Strategies, LLC | 78,347 | $12.9M | 0.12% | −57,021−42.1% | Reduced |
| Mercer Global Advisors Inc | 78,186 | $12.9M | 0.06% | −1,560−2.0% | Reduced |
| Baxter Bros Inc | 78,147 | $12.9M | 2.03% | −241−0.3% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 77,958 | $12.7M | 1.02% | 00.0% | Unchanged |
| Whittier Trust Co | 75,771 | $12.5M | 0.23% | +651+0.9% | Added |
| Xponance, Inc. | 75,402 | $12.4M | 0.18% | +1,915+2.6% | Added |
| Founders Capital Management, LLC | 74,791 | $12.3M | 3.07% | −702−0.9% | Reduced |
| LVM Capital Management Ltd | 74,134 | $12.2M | 1.70% | +1,565+2.2% | Added |
| Investment Management of Virginia LLC | 74,102 | $12.2M | 2.32% | −1,330−1.8% | Reduced |
| Torray LLC | 73,801 | $12.2M | 2.18% | +89+0.1% | Added |
| Point72 Europe (London) LLP | 73,633 | $12.1M | 3.64% | +45,133+158.4% | Added |
| AE Wealth Management LLC | 72,098 | $11.9M | 0.08% | +26,825+59.3% | Added |
| 2Xideas AG | 72,002 | $11.9M | 1.14% | +2,520+3.6% | Added |
| Wesleyan Assurance Society | 71,800 | $11.8M | 1.37% | −3,200−4.3% | Reduced |
| Agf Management Ltd | 71,760 | $11.8M | 0.08% | +28,786+67.0% | Added |
| Taurus Asset Management, LLC | 71,568 | $11.8M | 1.44% | −1,950−2.7% | Reduced |
| Great West Life Assurance Co | 72,656 | $11.8M | 0.03% | −18,958−20.7% | Reduced |
| Eagle Global Advisors LLC | 71,326 | $11.8M | 0.79% | −494−0.7% | Reduced |
| Aquatic Capital Management LLC | 70,900 | $11.7M | 0.72% | +67,600+2,048.5% | Added |
| Alyeska Investment Group, L.P. | 70,619 | $11.6M | 0.10% | +70,619 | New |
| Foyston, Gordon, & Payne Inc | 70,244 | $11.6M | 3.12% | −1,232−1.7% | Reduced |
| Czech National Bank | 70,140 | $11.6M | 0.29% | +168+0.2% | Added |
| Nixon Capital, LLC | 69,974 | $11.5M | 6.80% | +1,583+2.3% | Added |
| Parthenon LLC | 69,404 | $11.4M | 1.75% | +2,225+3.3% | Added |
| Trexquant Investment LP | 68,699 | $11.3M | 0.31% | −4,474−6.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 68,623 | $11.3M | 2.76% | +952+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 67,848 | $11.2M | 0.05% | −2,278−3.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 67,804 | $11.2M | 2.68% | +1,873+2.8% | Added |
| Anchor Capital Advisors LLC | 67,251 | $11.1M | 0.29% | +1,640+2.5% | Added |
| Oppenheimer & Co Inc | 67,180 | $11.1M | 0.23% | +10,484+18.5% | Added |
| Marco Investment Management LLC | 66,956 | $11.0M | 1.24% | 00.0% | Unchanged |
| Henshaw Capital LLC | 66,005 | $10.9M | 0.67% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 64,715 | $10.7M | 0.97% | +30.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 64,639 | $10.7M | 0.23% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 64,305 | $10.6M | 0.23% | −12,833−16.6% | Reduced |
| Banyan Capital Management, Inc. | 63,912 | $10.5M | 7.69% | −797−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 62,750 | $10.4M | 0.08% | −977−1.5% | Reduced |
| Calamos Wealth Management LLC | 62,585 | $10.3M | 0.81% | −1,233−1.9% | Reduced |
| Hi-Line Capital Management, LLC | 62,497 | $10.3M | 3.52% | +497+0.8% | Added |
| Sprucegrove Investment Management Ltd | 62,150 | $10.3M | 0.56% | −1,350−2.1% | Reduced |
| Wealthfront Advisers LLC | 61,478 | $10.1M | 0.05% | +8,297+15.6% | Added |
| PEAK6 Investments LLC | 60,386 | $9.96M | 0.63% | +27,326+82.7% | Added |
| Eagle Rock Investment Company, LLC | 59,508 | $9.82M | 2.25% | −38−0.1% | Reduced |
| Sandy Spring Bank | 59,099 | $9.75M | 0.55% | −1,389−2.3% | Reduced |
| Interval Partners, LP | 58,844 | $9.71M | 0.55% | −48,695−45.3% | Reduced |
| Carret Asset Management, LLC | 58,728 | $9.69M | 1.35% | −2,505−4.1% | Reduced |
| GMT Capital Corp | 58,700 | $9.68M | 0.38% | −17,900−23.4% | Reduced |
| Seizert Capital Partners, LLC | 58,642 | $9.67M | 0.53% | −389−0.7% | Reduced |
| Griffin Asset Management, Inc. | 58,505 | $9.65M | 1.35% | +642+1.1% | Added |
| Van Eck Associates Corp | 58,371 | $9.63M | 0.02% | +7,137+13.9% | Added |
| Mackenzie Financial Corp | 57,634 | $9.51M | 0.01% | −12,622−18.0% | Reduced |
| British Columbia Investment Management Corp | 56,677 | $9.35M | 0.10% | +126+0.2% | Added |
| Matthew Goff Investment Advisor, LLC | 56,581 | $9.33M | 2.32% | +68+0.1% | Added |
| Peapack Gladstone Financial Corp | 56,857 | $9.26M | 0.18% | +524+0.9% | Added |
| GHP Investment Advisors, Inc. | 55,817 | $9.21M | 0.58% | +601+1.1% | Added |