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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; 3,022 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.

Q2 2023 vs. Q1 2023

How the institutions holding American Express Co changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of AXP: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders2,056162,048+8
Shares626.4M390.9K620.1M−5.97M (−1.0%)
Value$102.9B$64.5M$107.9B+$5.06B (+4.9%)

16 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (134)

Institutions that held American Express Co at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 134 by value.

Institutions new to AXP in Q2 2023
InstitutionSharesValue% of portfolio
Swiss National Bank2,282,879$397.7M0.27%
Clear Street LLC283,900$49.5M1.18%
Janney Montgomery Scott LLC140,373$24.5M0.09%
Prana Capital Management, LP104,278$18.2M1.21%
MML Investors Services, LLC83,338$14.5M0.08%
Polar Capital Holdings Plc61,248$10.7M0.07%
Jupiter Asset Management Ltd56,935$9.91M0.11%
St Germain D J Co Inc40,155$7.00M0.37%
Kingdon Capital Management, L.L.C.29,750$5.18M0.90%
iA Global Asset Management Inc.18,288$3.19M0.08%
Mathes Company, Inc.17,540$3.06M1.34%
Nemes Rush Group LLC16,810$2.93M0.52%
Intact Investment Management Inc.16,500$2.87M0.12%
L & S Advisors Inc16,012$2.79M0.37%
Cornerstone Advisors, LLC14,800$2.58M0.12%
Invesco, LLC13,555$2.36M1.16%
Bridgeway Capital Management, LLC12,788$2.23M0.05%
CoreCap Advisors, LLC12,064$2.10M0.15%
Pinnacle Wealth Management, LLC10,142$1.77M1.78%
HRT Financial LP9,615$1.67M0.02%
F/M Investments LLC9,028$1.57M1.16%
Hiddenite Capital Partners LP8,500$1.48M1.90%
Tudor Investment Corp Et Al8,230$1.43M0.02%
Natixis7,720$1.34M0.01%
Edentree Asset Management Ltd7,000$1.22M0.42%
Davis Investment Partners, LLC6,351$1.12M0.54%
Cornerstone Planning Group LLC5,993$1.04M0.41%
Daymark Wealth Partners, LLC5,557$968.0K0.07%
Pine Valley Investments Ltd Liability Co5,057$880.9K0.09%
Caxton Associates LP4,931$859.0K0.13%
Guardian Investment Management4,692$817.3K0.70%
UniSuper Management Pty Ltd4,600$801.3K0.01%
AIA Group Ltd4,488$781.8K0.04%
JT Stratford LLC4,195$730.8K0.20%
EA Series Trust4,133$720.0K0.03%
Prairie Sky Financial Group LLC4,100$714.2K0.49%
Summit Financial, LLC3,977$692.8K0.05%
Red Door Wealth Management, LLC3,943$686.9K0.15%
Lazari Capital Management, Inc.3,890$677.6K0.38%
Maverick Capital LtdSuperinvestorMaverick Capital3,529$614.8K0.01%
Portside Wealth Group, LLC3,495$608.8K0.11%
Union Savings Bank3,596$607.3K0.36%
Sanders Morris Harris LLC3,297$578.4K0.13%
Exchange Bank3,139$546.8K0.53%
CenterStar Asset Management, LLC2,996$522.4K0.47%
Cherry Tree Wealth Management, LLC2,879$501.4K0.15%
Fortune Financial Advisors, LLC2,836$494.0K0.37%
Sendero Wealth Management, LLC2,814$490.2K0.11%
Buckley Wealth Management, LLC2,685$467.7K0.16%
Pictet & Cie (Europe) SA2,668$464.8K0.02%
Woodline Partners LP2,442$425.4K0.01%
Paradigm Asset Management Co LLC2,400$418.1K0.11%
Kathmere Capital Management, LLC2,399$417.9K0.06%
Founders Financial Alliance, LLC2,386$415.6K0.16%
Morningstar Investment Management LLC2,242$391.0K0.05%
MEMBERS Trust Co2,204$383.9K0.01%
Dechtman Wealth Management, LLC2,203$383.7K0.11%
LSV Asset Management2,200$383.0K0.00%
Maven Securities LTD2,121$369.5K0.05%
Next Level Private LLC2,151$369.3K0.24%
Security National Bank of So Dak2,100$365.8K0.26%
Sherbrooke Park Advisers LLC2,100$365.8K0.19%
Oxford Financial Group Ltd2,059$358.7K0.03%
Sonoma Private Wealth LLC2,014$350.8K0.61%
Quinn Opportunity Partners LLC2,000$348.4K0.05%
Arcataur Capital Management LLC1,980$344.9K0.14%
Capital Markets Trading UK LLP1,936$337.0K0.25%
Mizuho Markets Cayman LP1,905$331.9K0.06%
Seven Mile Advisory1,869$325.6K0.38%
Strengthening Families & Communities, LLC1,829$319.0K0.14%
Edgestream Partners, L.P.1,828$318.4K0.03%
Opal Wealth Advisors, LLC1,811$315.5K0.16%
Cynosure Management, LLC1,793$312.3K0.09%
Stonehage Fleming Financial Services Holdings Ltd1,727$300.8K0.01%
Tiedemann Advisors, LLC1,666$290.3K0.01%
Atlas Private Wealth Advisors1,646$286.6K0.06%
West Family Investments, Inc.1,518$264.4K0.10%
HFG Advisors, Inc.1,502$261.6K0.28%
Capital Square, LLC1,456$253.6K0.23%
Avestar Capital, LLC1,453$253.1K0.04%
MJP Associates Inc1,415$246.5K0.08%
Consolidated Planning Corp1,413$246.1K0.05%
Probity Advisors, Inc.1,406$244.9K0.05%
Financial Engines Advisors L.L.C.1,400$244.0K0.00%
KG&L Capital Management,LLC1,393$242.7K0.12%
Sovereign Financial Group, Inc.1,329$231.6K0.08%
Atomi Financial Group, Inc.1,329$231.5K0.11%
Miracle Mile Advisors, LLC1,329$231.5K0.01%
KLCM Advisors, Inc.1,293$225.2K0.04%
First International Bank & Trust1,291$224.9K0.07%
Angeles Investment Advisors, LLC1,278$222.6K0.02%
4J Wealth Management LLC1,278$222.6K0.22%
Prossimo Advisors, LLC1,273$222.0K0.21%
Ausdal Financial Partners, Inc.1,271$221.4K0.03%
PRW Wealth Management LLC1,250$219.2K0.08%
Claro Advisors LLC1,212$211.2K0.05%
Rosenbaum Jay D.1,204$209.7K0.34%
Parsons Capital Management Inc1,202$209.4K0.02%
Gyroscope Capital Management Group, LLC1,200$209.0K0.05%
Omega Financial Group, LLC1,200$209.0K0.10%

Sold out (126)

Institutions that held American Express Co at the end of Q1 2023 and filed for Q2 2023 without it.

Showing the largest 100 of 126 by value.

Institutions that sold out of AXP in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Azora Capital LP345,661$57.0M
Menora Mivtachim Holdings Ltd.284,850$47.0M
LMR Partners LLP259,418$42.8M
First Republic Investment Management, Inc.241,694$39.9M
Connor, Clark & Lunn Investment Management Ltd.221,557$36.5M
Marex Group plc208,657$34.4M
Cookson Peirce & Co Inc86,583$14.3M
Point72 Europe (London) LLP73,633$12.1M
Agf Management Ltd71,760$11.8M
Aquatic Capital Management LLC70,900$11.7M
Alyeska Investment Group, L.P.70,619$11.6M
Trexquant Investment LP68,699$11.3M
Ulysses Management LLC44,000$7.26M
Lombard Odier Asset Management (Europe) Ltd35,857$5.91M
Ruffer LLP34,311$5.66M
Sandler Capital Management33,448$5.52M
IMC-Chicago, LLC32,952$5.44M
Crestline Management, LP30,000$4.95M
Wolverine Trading, LLC28,671$4.66M
Boothbay Fund Management, LLC27,567$4.55M
Pine Ridge Advisers LLC26,500$4.37M
Seven Eight Capital, LP22,628$3.73M
Industrial Alliance Investment Management Inc.22,294$3.68M
Y-Intercept (Hong Kong) Ltd20,636$3.40M
Quantitative Investment Management, LLC18,826$3.10M
Optimas Capital Ltd18,100$2.99M
Cutler Group LP17,316$2.86M
Point72 Middle East FZE16,823$2.77M
Bayesian Capital Management, LP16,797$2.77M
Cipher Capital LP14,983$2.47M
Ergoteles LLC14,896$2.46M
Brendel Financial Advisors LLC14,064$2.32M
Lighthouse Investment Partners, LLC13,843$2.28M
J. Goldman & Co LP12,555$2.07M
Hussman Strategic Advisors, Inc.12,400$2.05M
Copperwynd Financial, LLC11,994$1.98M
ExodusPoint Capital Management, LP11,271$1.86M
Quantbot Technologies LP11,127$1.84M
Graham Capital Management, L.P.11,045$1.82M
Qsemble Capital Management, LP10,400$1.72M
Axq Capital, LP9,200$1.52M
Stevens Capital Management LP7,337$1.21M
Nomura Holdings Inc6,509$1.07M
Beck Bode, LLC6,381$1.05M
Teza Capital Management LLC6,357$1.05M
Inceptionr LLC6,159$1.02M
Goodman Advisory Group, LLC6,012$991.7K
Chase Investment Counsel Corp6,006$990.0K
Abundance Wealth Counselors5,526$912.0K
Versor Investments LP5,400$890.7K
Proquility Private Wealth Partners, LLC5,180$854.4K
HBK Investments L P5,125$845.4K
PMC FIG Opportunities LLC5,000$824.8K
Radnor Capital Management, LLC4,985$822.0K
Axxcess Wealth Management, LLC4,946$815.8K
Blueprint Investment Partners LLC4,841$798.5K
Delta Financial Group, Inc.4,841$798.0K
Gsa Capital Partners LLP4,310$711.0K
OneAscent Financial Services LLC3,895$642.0K
Sun Life Financial INC3,540$582.3K
Eisler Capital (US) LLC3,364$554.9K
Landscape Capital Management, L.L.C.3,357$553.7K
Oak Thistle LLC3,334$549.9K
Partners Group Holding AG3,249$535.9K
united american securities inc. (d/b/a uas asset management)3,170$522.9K
Aspen Wealth Strategies, LLC3,068$506.1K
Green Harvest Asset Management LLC2,957$487.8K
Jackson Wealth Management, LLC2,954$487.3K
Lokken Investment Group LLC2,808$463.2K
Sheets Smith Wealth Management2,714$447.7K
All Season Financial Advisors, Inc.2,654$437.8K
Donoghue Forlines LLC2,626$433.2K
Paragon Capital Management Ltd2,612$430.8K
Krilogy Financial LLC2,609$430.4K
Titleist Asset Management, LLC2,606$429.8K
XTX Topco Ltd2,557$421.8K
Petrus Trust Company, LTA2,312$381.4K
Laurion Capital Management LP2,234$368.5K
Founders Financial Securities LLC2,197$362.4K
Avidian Wealth Solutions, LLC2,129$351.2K
OneAscent Wealth Management LLC2,065$341.0K
Balboa Wealth Partners1,986$327.5K
Solidarilty Wealth, LLC1,975$325.8K
TCWP LLC1,897$312.9K
Legacy Capital Wealth Partners, LLC1,860$306.8K
LaSalle St. Investment Advisors, LLC1,844$304.0K
BFT Financial Group, LLC1,836$302.9K
Ninety One SA (PTY) Ltd1,818$295.8K
Patton Albertson Miller Group, LLC1,683$277.6K
Thompson Davis & Co., Inc.1,677$276.6K
Single Point Partners, LLC1,670$276.0K
Crescent Grove Advisors, LLC1,666$274.8K
Halbert Hargrove Global Advisors, LLC1,653$272.7K
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial1,600$263.9K
NorthLanding Financial Partners, LLC1,509$248.9K
Bahl & Gaynor Inc1,464$241.5K
Mill Creek Capital Advisors, LLC1,425$235.1K
Princeton Capital Management LLC1,401$231.1K
Houlihan Financial Resource Group, Ltd.1,357$224.0K
U S Global Investors Inc1,350$222.7K

Not filed for Q2 2023 yet (16)

Institutions that held American Express Co at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
ETF Managers Group, LLC165,686$27.3M
Avalon Investment & Advisory85,091$14.0M
Investment Management of Virginia LLC74,102$12.2M
Stonnington Group, LLC28,406$4.61M
HighTower Trust Services, LTA9,305$1.54M
HNP Capital LLC5,176$853.8K
Domani Wealth, LLC4,939$814.7K
Householder Group Estate & Retirement Specialist, LLC4,540$749.0K
Kula Investments, LLC4,414$728.1K
Parsec Financial Management, Inc.3,202$528.2K
Asset Management Corp2,812$463.8K
Fidelity D & D Bancorp Inc1,316$299.6K
LeJeune Puetz Investment Counsel LLC935$154.2K
Pathway Financial Advisers, LLC715$117.9K
Baldrige Asset Management LLC239$39.0K
Ahrens Investment Partners LLC17$2.80K