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, Q2 2023
Institutional positions in American Express Co as of Jun 30, 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
- 2,048
- +8 vs. Q1 2023
- Shares held
- 620.1M
- −5.97M (−1.0%) vs. Q1 2023
- Total value
- $107.9B
- +$5.06B (+4.9%) vs. Q1 2023
- New holders
- 134
- 733 more added
- Sold out
- 126
- 776 more reduced
16 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,115 | $4.72M | 0.51% | +208+0.8% | Added |
| Trust Co of Vermont | 27,204 | $4.74M | 0.31% | +99+0.4% | Added |
| Silvant Capital Management LLC | 27,254 | $4.75M | 0.27% | +4,147+17.9% | Added |
| First National Trust Co | 27,695 | $4.82M | 0.22% | −418−1.5% | Reduced |
| DRW Securities, LLC | 27,797 | $4.84M | 0.37% | +26,180+1,619.0% | Added |
| Stratos Wealth Partners, LTD. | 27,897 | $4.86M | 0.11% | +1,203+4.5% | Added |
| Bouvel Investment Partners, LLC | 27,972 | $4.87M | 2.67% | +747+2.7% | Added |
| Boyd Watterson Asset Management LLC | 28,053 | $4.89M | 1.94% | +306+1.1% | Added |
| Hendershot Investments Inc. | 28,590 | $4.98M | 0.80% | −15−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 28,900 | $5.03M | 0.18% | +800+2.8% | Added |
| New Mexico Educational Retirement Board | 28,963 | $5.04M | 0.22% | +1,300+4.7% | Added |
| Two Sigma Securities, LLC | 29,590 | $5.15M | 0.42% | −18,985−39.1% | Reduced |
| Kingdon Capital Management, L.L.C. | 29,750 | $5.18M | 0.90% | +29,750 | New |
| Long Corridor Asset Management Ltd | 30,000 | $5.23M | 5.61% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 30,389 | $5.23M | 0.09% | +7,354+31.9% | Added |
| Advisor Partners II, LLC | 30,189 | $5.26M | 0.25% | +724+2.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 30,352 | $5.29M | 1.42% | +36+0.1% | Added |
| CBOE Vest Financial, LLC | 30,329 | $5.29M | 0.49% | +21,705+251.7% | Added |
| Lido Advisors, LLC | 30,909 | $5.38M | 0.06% | +7,551+32.3% | Added |
| Clearstead Advisors, LLC | 31,003 | $5.40M | 0.33% | +11,707+60.7% | Added |
| Quadrature Capital Ltd | 31,126 | $5.42M | 0.12% | −105,569−77.2% | Reduced |
| CX Institutional | 31,145 | $5.43M | 0.28% | +4,686+17.7% | Added |
| Rodgers Brothers Inc. | 31,278 | $5.45M | 0.96% | +2,155+7.4% | Added |
| Pavion Blue Capital, LLC | 31,447 | $5.48M | 3.19% | −158−0.5% | Reduced |
| Arcadia Investment Management Corp | 31,496 | $5.49M | 1.11% | −6,496−17.1% | Reduced |
| Mirova | 31,549 | $5.50M | 0.97% | −8,232−20.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $5.50M | 0.79% | 00.0% | Unchanged |
| Wedbush Securities Inc | 31,609 | $5.51M | 0.26% | −279−0.9% | Reduced |
| Putnam Investments LLC | 31,660 | $5.52M | 0.01% | −589−1.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 31,691 | $5.52M | 1.82% | −913−2.8% | Reduced |
| Westpac Banking Corp | 31,793 | $5.54M | 0.39% | −89,119−73.7% | Reduced |
| First Interstate Bank | 32,027 | $5.58M | 0.46% | −1,332−4.0% | Reduced |
| Legacy Trust | 32,186 | $5.61M | 1.55% | +438+1.4% | Added |
| PGGM Investments | 32,632 | $5.68M | 0.09% | −6,971−17.6% | Reduced |
| Unison Asset Management LLC | 32,686 | $5.69M | 3.80% | −100−0.3% | Reduced |
| NWF Advisory Services Inc. | 32,835 | $5.72M | 1.33% | 00.0% | Unchanged |
| Heritage Trust Co | 32,873 | $5.73M | 0.84% | −32−0.1% | Reduced |
| LGT Group Foundation | 32,924 | $5.74M | 0.14% | −361−1.1% | Reduced |
| Independent Advisor Alliance | 33,005 | $5.75M | 0.25% | +2,135+6.9% | Added |
| Searle & Co. | 34,090 | $5.76M | 1.78% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 33,252 | $5.79M | 0.21% | −335−1.0% | Reduced |
| Power Corp of Canada | 33,267 | $5.80M | 0.60% | 00.0% | Unchanged |
| GMT Capital Corp | 33,500 | $5.84M | 0.22% | −25,200−42.9% | Reduced |
| Tower Research Capital LLC (TRC) | 33,522 | $5.84M | 0.20% | −1,407−4.0% | Reduced |
| Bessemer Group Inc | 33,582 | $5.85M | 0.01% | +7,524+28.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,739 | $5.88M | 2.21% | −350−1.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 33,901 | $5.91M | 0.06% | −4,545−11.8% | Reduced |
| Oppenheimer Asset Management Inc. | 33,963 | $5.92M | 0.09% | +5,695+20.1% | Added |
| O'Shaughnessy Asset Management, LLC | 33,989 | $5.92M | 0.09% | −2,944−8.0% | Reduced |
| Edge Capital Group, LLC | 34,013 | $5.93M | 0.34% | +640+1.9% | Added |
| Pacific Global Investment Management CO | 34,016 | $5.93M | 1.22% | −668−1.9% | Reduced |
| Girard Partners Ltd. | 34,041 | $5.93M | 0.63% | +1,248+3.8% | Added |
| Guardian Capital Advisors LP | 34,130 | $5.95M | 0.68% | −103−0.3% | Reduced |
| Synovus Financial Corp | 34,232 | $5.96M | 0.07% | −387−1.1% | Reduced |
| SP Asset Management LLC | 34,416 | $6.00M | 0.67% | +226+0.7% | Added |
| Meyer Handelman Co | 34,500 | $6.01M | 0.24% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 34,617 | $6.03M | 0.82% | +7,191+26.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 34,643 | $6.03M | 5.98% | +1,360+4.1% | Added |
| Vident Investment Advisory, LLC | 35,317 | $6.15M | 0.21% | −18,498−34.4% | Reduced |
| Kestra Private Wealth Services, LLC | 35,310 | $6.15M | 0.21% | +3,789+12.0% | Added |
| GDS Wealth Management | 35,543 | $6.19M | 1.01% | +1,800+5.3% | Added |
| Thompson Siegel & Walmsley LLC | 35,593 | $6.20M | 0.10% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 35,766 | $6.23M | 0.10% | −17,941−33.4% | Reduced |
| Central Trust Co | 35,884 | $6.25M | 0.17% | +5,268+17.2% | Added |
| Drexel Morgan & Co. | 35,918 | $6.26M | 1.62% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35,970 | $6.27M | 0.53% | +793+2.3% | Added |
| Winslow Asset Management Inc | 36,284 | $6.32M | 1.36% | −164−0.4% | Reduced |
| 1st Source Bank | 36,305 | $6.32M | 0.41% | −538−1.5% | Reduced |
| Headinvest, LLC | 38,350 | $6.34M | 1.37% | −576−1.5% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,412 | $6.34M | 2.67% | −400−1.1% | Reduced |
| NatWest Group plc | 36,574 | $6.37M | 3.31% | −2,394−6.1% | Reduced |
| Savant Capital, LLC | 36,584 | $6.37M | 0.10% | +24,397+200.2% | Added |
| Pacer Advisors, Inc. | 36,757 | $6.40M | 0.03% | −352−0.9% | Reduced |
| Louisiana State Employees Retirement System | 36,800 | $6.41M | 0.14% | −1,900−4.9% | Reduced |
| Eastern Bank | 36,845 | $6.42M | 0.31% | +4,936+15.5% | Added |
| Jacobs & Co | 36,890 | $6.43M | 0.76% | +2,319+6.7% | Added |
| GWM Advisors LLC | 37,219 | $6.48M | 0.07% | −3,420−8.4% | Reduced |
| DCM Advisors, LLC | 37,342 | $6.50M | 2.79% | +280+0.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $6.53M | 0.62% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 37,585 | $6.55M | 0.43% | −520−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,621 | $6.55M | 0.22% | +230+0.6% | Added |
| Hodges Capital Management Inc. | 30,172 | $6.57M | 0.38% | −3,364−10.0% | Reduced |
| Interval Partners, LP | 37,790 | $6.58M | 0.33% | −21,054−35.8% | Reduced |
| Teamwork Financial Advisors, LLC | 37,925 | $6.61M | 1.07% | +3,673+10.7% | Added |
| Cetera Investment Advisers | 38,061 | $6.63M | 0.06% | +2,340+6.6% | Added |
| Commerzbank Aktiengesellschaft | 38,137 | $6.64M | 0.33% | +275+0.7% | Added |
| Tiaa, FSB | 38,160 | $6.65M | 0.02% | +924+2.5% | Added |
| Atlantic Union Bankshares Corp | 38,306 | $6.67M | 0.67% | −5,191−11.9% | Reduced |
| Morningstar Investment Services LLC | 39,356 | $6.75M | 0.09% | −193−0.5% | Reduced |
| Atria Investments LLC | 38,846 | $6.77M | 0.12% | −473−1.2% | Reduced |
| Olstein Capital Management, L.P. | 39,000 | $6.79M | 1.10% | +8,000+25.8% | Added |
| Diversified Trust Co | 39,548 | $6.89M | 0.25% | +446+1.1% | Added |
| Dorsey & Whitney Trust CO LLC | 39,809 | $6.93M | 0.57% | −1,298−3.2% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $6.95M | 1.69% | 00.0% | Unchanged |
| Choate Investment Advisors | 39,914 | $6.95M | 0.29% | +7,770+24.2% | Added |
| St Germain D J Co Inc | 40,155 | $7.00M | 0.37% | +40,155 | New |
| Tredje AP-fonden | 40,228 | $7.01M | 0.10% | −12,575−23.8% | Reduced |
| Prudential PLC | 40,574 | $7.07M | 0.08% | −152−0.4% | Reduced |
| Brookfield Asset Management Inc. | 41,071 | $7.15M | 0.03% | −14,663−26.3% | Reduced |
| Cubic Asset Management, LLC | 41,505 | $7.23M | 1.95% | −635−1.5% | Reduced |