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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 55,734 | $9.19M | 0.04% | −6,175−10.0% | Reduced |
| Guggenheim Capital LLC | 55,388 | $9.14M | 0.08% | −787−1.4% | Reduced |
| Rice Partnership, LLC | 54,922 | $9.06M | 2.72% | −1,814−3.2% | Reduced |
| Virginia Retirement Systems Et Al | 54,272 | $8.95M | 0.09% | +54,272 | New |
| Exchange Traded Concepts, LLC | 54,031 | $8.91M | 0.24% | +12,619+30.5% | Added |
| Martin Investment Management, LLC | 53,910 | $8.89M | 2.56% | −2,234−4.0% | Reduced |
| Vident Investment Advisory, LLC | 53,815 | $8.88M | 0.29% | +2,977+5.9% | Added |
| Buckhead Capital Management LLC | 53,806 | $8.88M | 2.09% | +217+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 53,770 | $8.87M | 0.14% | +9,418+21.2% | Added |
| Beacon Pointe Advisors, LLC | 53,707 | $8.86M | 0.15% | +15,067+39.0% | Added |
| Davenport & Co LLC | 53,210 | $8.78M | 0.07% | +3,230+6.5% | Added |
| Tredje AP-fonden | 52,803 | $8.71M | 0.14% | −1,361−2.5% | Reduced |
| Ethic Inc. | 52,113 | $8.60M | 0.35% | +11,446+28.1% | Added |
| Cetera Advisor Networks LLC | 51,776 | $8.54M | 0.06% | −2,397−4.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 51,446 | $8.49M | 0.35% | +20,349+65.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 51,383 | $8.48M | 0.44% | +6,457+14.4% | Added |
| CIBC World Markets Inc. | 50,971 | $8.41M | 0.03% | +11,609+29.5% | Added |
| Redwood Grove Capital, LLC | 50,747 | $8.37M | 3.99% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 50,715 | $8.37M | 0.27% | +1,381+2.8% | Added |
| HB Wealth Management, LLC | 50,647 | $8.35M | 0.14% | +2,545+5.3% | Added |
| Hartford Investment Management Co | 50,367 | $8.31M | 0.28% | +6,823+15.7% | Added |
| Amica Mutual Insurance Co | 50,327 | $8.30M | 0.93% | −19,953−28.4% | Reduced |
| Securian Asset Management, Inc | 49,874 | $8.23M | 0.22% | +285+0.6% | Added |
| Perennial Advisors, LLC | 49,805 | $8.22M | 2.35% | −979−1.9% | Reduced |
| Norinchukin Bank, The | 49,664 | $8.19M | 0.16% | +743+1.5% | Added |
| Perigon Wealth Management, LLC | 49,525 | $8.17M | 0.46% | +3,923+8.6% | Added |
| JustInvest LLC | 49,158 | $8.11M | 0.28% | +7,328+17.5% | Added |
| Stanley Capital Management, LLC | 48,830 | $8.05M | 2.40% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 48,575 | $8.01M | 0.66% | +40,581+507.6% | Added |
| Argent Trust Co | 48,510 | $8.00M | 0.51% | −3,415−6.6% | Reduced |
| Neville Rodie & Shaw Inc | 48,349 | $7.97M | 0.72% | 00.0% | Unchanged |
| Sky Investment Group LLC | 48,301 | $7.97M | 1.82% | +68+0.1% | Added |
| Stansberry Asset Management, LLC | 48,065 | $7.93M | 1.54% | −2,001−4.0% | Reduced |
| Maryland State Retirement & Pension System | 47,102 | $7.77M | 0.17% | −280−0.6% | Reduced |
| Kentucky Retirement Systems | 47,073 | $7.76M | 0.29% | −84−0.2% | Reduced |
| PFS Investments Inc. | 48,369 | $7.68M | 0.13% | +845+1.8% | Added |
| Oregon Public Employees Retirement Fund | 46,189 | $7.62M | 0.09% | +74+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 46,081 | $7.60M | 0.01% | +2,341+5.4% | Added |
| Atria Wealth Solutions, Inc. | 45,729 | $7.54M | 0.11% | +3,952+9.5% | Added |
| Shayne & Co., LLC | 45,650 | $7.53M | 4.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 44,402 | $7.32M | 0.07% | −5,729−11.4% | Reduced |
| Pathstone Family Office, LLC | 43,084 | $7.28M | 0.12% | −9,574−18.2% | Reduced |
| Kinneret Advisory, LLC | 44,100 | $7.27M | 0.94% | −2,369−5.1% | Reduced |
| Ulysses Management LLC | 44,000 | $7.26M | 2.19% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 43,821 | $7.23M | 0.06% | +723+1.7% | Added |
| Atlantic Union Bankshares Corp | 43,497 | $7.17M | 0.75% | −2,875−6.2% | Reduced |
| Family Capital Trust Co | 43,471 | $7.17M | 2.78% | −938−2.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 43,432 | $7.16M | 2.46% | +43,432 | New |
| Van Cleef Asset Management,Inc | 43,398 | $7.16M | 1.12% | +35,699+463.7% | Added |
| Walleye Capital LLC | 42,952 | $7.08M | 0.14% | +42,952 | New |
| Financial Avengers, Inc. | 42,918 | $7.08M | 5.44% | +219+0.5% | Added |
| Ironwood Investment Counsel, LLC | 42,589 | $7.03M | 1.67% | −1,103−2.5% | Reduced |
| NFC Investments, LLC | 42,177 | $6.96M | 2.58% | −2,950−6.5% | Reduced |
| Cubic Asset Management, LLC | 42,140 | $6.95M | 1.94% | −773−1.8% | Reduced |
| Chemung Canal Trust Co | 42,127 | $6.95M | 1.60% | −393−0.9% | Reduced |
| Bell Asset Management Ltd | 41,248 | $6.80M | 1.24% | −6,989−14.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 41,107 | $6.78M | 0.62% | −758−1.8% | Reduced |
| WoodTrust Financial Corp | 40,929 | $6.75M | 1.31% | +420+1.0% | Added |
| Assetmark, Inc | 40,748 | $6.72M | 0.03% | +6,989+20.7% | Added |
| Prudential PLC | 40,726 | $6.72M | 0.08% | −848−2.0% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $6.58M | 1.83% | 00.0% | Unchanged |
| GWM Advisors LLC | 40,639 | $6.56M | 0.08% | +2,761+7.3% | Added |
| Mirova | 39,781 | $6.56M | 0.95% | +10,761+37.1% | Added |
| PGGM Investments | 39,603 | $6.53M | 0.11% | +2,837+7.7% | Added |
| Strategic Wealth Designers | 39,334 | $6.49M | 1.20% | +6,233+18.8% | Added |
| Atria Investments LLC | 39,319 | $6.48M | 0.12% | −4,642−10.6% | Reduced |
| Diversified Trust Co | 39,102 | $6.45M | 0.25% | +2,537+6.9% | Added |
| Morningstar Investment Services LLC | 39,549 | $6.44M | 0.09% | −58,839−59.8% | Reduced |
| NatWest Group plc | 38,968 | $6.43M | 3.47% | +16,112+70.5% | Added |
| Headinvest, LLC | 38,926 | $6.42M | 1.41% | −676−1.7% | Reduced |
| Kestra Advisory Services, LLC | 38,770 | $6.40M | 0.07% | −18,730−32.6% | Reduced |
| Louisiana State Employees Retirement System | 38,700 | $6.38M | 0.16% | +100+0.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 38,446 | $6.34M | 0.07% | −385−1.0% | Reduced |
| Highland Capital Management, LLC | 38,105 | $6.29M | 0.47% | −193−0.5% | Reduced |
| Gradient Investments LLC | 38,052 | $6.28M | 0.17% | +7,010+22.6% | Added |
| Arcadia Investment Management Corp | 37,992 | $6.27M | 1.36% | −2,576−6.3% | Reduced |
| Commerzbank Aktiengesellschaft | 37,862 | $6.25M | 0.34% | +3,327+9.6% | Added |
| Vontobel Holding Ltd. | 37,706 | $6.22M | 0.06% | −60,416−61.6% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $6.18M | 0.66% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 37,391 | $6.17M | 0.23% | −551−1.5% | Reduced |
| La Banque Postale Asset Management SA | 37,328 | $6.16M | 0.16% | −1,730−4.4% | Reduced |
| Tiaa, FSB | 37,236 | $6.14M | 0.02% | −382−1.0% | Reduced |
| Pacer Advisors, Inc. | 37,109 | $6.12M | 0.03% | +35,729+2,589.1% | Added |
| DCM Advisors, LLC | 37,062 | $6.11M | 2.84% | −26−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 36,933 | $6.09M | 0.10% | +3,954+12.0% | Added |
| 1st Source Bank | 36,843 | $6.08M | 0.40% | −86−0.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,812 | $6.07M | 2.68% | −1,226−3.2% | Reduced |
| Winslow Asset Management Inc | 36,448 | $6.01M | 1.40% | −320−0.9% | Reduced |
| Shell Asset Management Co | 35,959 | $5.93M | 0.25% | +1,252+3.6% | Added |
| Drexel Morgan & Co. | 35,918 | $5.92M | 1.49% | +300+0.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 35,857 | $5.91M | 0.31% | −4,252−10.6% | Reduced |
| Cetera Investment Advisers | 35,721 | $5.89M | 0.05% | +1,752+5.2% | Added |
| Thompson Siegel & Walmsley LLC | 35,593 | $5.87M | 0.09% | −1,032−2.8% | Reduced |
| Greenwood Capital Associates LLC | 35,291 | $5.82M | 0.84% | +35,291 | New |
| Hodges Capital Management Inc. | 33,536 | $5.81M | 0.48% | +8,738+35.2% | Added |
| Asset Dedication, LLC | 35,177 | $5.76M | 0.53% | +1,894+5.7% | Added |
| Tower Research Capital LLC (TRC) | 34,929 | $5.76M | 0.18% | +11,447+48.7% | Added |
| Pacific Global Investment Management CO | 34,684 | $5.72M | 1.25% | −984−2.8% | Reduced |
| NWF Advisory Services Inc. | 32,835 | $5.72M | 1.33% | +32,835 | New |
| Synovus Financial Corp | 34,619 | $5.71M | 0.06% | +2,640+8.3% | Added |