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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 41,713 | $7.27M | 1.35% | +784+1.9% | Added |
| Exchange Traded Concepts, LLC | 41,833 | $7.29M | 0.18% | −12,198−22.6% | Reduced |
| Andra AP-fonden | 41,948 | $7.31M | 0.18% | +9,100+27.7% | Added |
| Hartford Investment Management Co | 41,969 | $7.31M | 0.27% | −8,398−16.7% | Reduced |
| La Banque Postale Asset Management SA | 42,064 | $7.33M | 0.17% | +4,736+12.7% | Added |
| Chemung Canal Trust Co | 42,282 | $7.37M | 1.58% | +155+0.4% | Added |
| Ironwood Investment Counsel, LLC | 42,573 | $7.42M | 1.67% | −160.0% | Reduced |
| NFC Investments, LLC | 42,682 | $7.43M | 2.45% | +505+1.2% | Added |
| Brown Brothers Harriman & Co | 42,844 | $7.46M | 0.06% | −977−2.2% | Reduced |
| Amica Mutual Insurance Co | 43,108 | $7.51M | 0.85% | −7,219−14.3% | Reduced |
| Financial Avengers, Inc. | 43,131 | $7.51M | 4.97% | +213+0.5% | Added |
| Van Cleef Asset Management,Inc | 43,158 | $7.52M | 1.16% | −240−0.6% | Reduced |
| Kestra Advisory Services, LLC | 43,324 | $7.55M | 0.08% | +4,554+11.7% | Added |
| Family Capital Trust Co | 43,458 | $7.57M | 2.64% | −130.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 43,585 | $7.59M | 0.38% | −7,798−15.2% | Reduced |
| Kinneret Advisory, LLC | 44,100 | $7.68M | 0.91% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 44,914 | $7.82M | 2.54% | +1,482+3.4% | Added |
| Maryland State Retirement & Pension System | 45,198 | $7.87M | 0.17% | −1,904−4.0% | Reduced |
| Private Advisor Group, LLC | 45,638 | $7.89M | 0.07% | +1,236+2.8% | Added |
| Pathstone Family Office, LLC | 44,745 | $7.94M | 0.11% | +1,661+3.9% | Added |
| Shayne & Co., LLC | 45,650 | $7.95M | 4.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 46,270 | $8.06M | 0.10% | +81+0.2% | Added |
| Illinois Municipal Retirement Fund | 46,441 | $8.09M | 0.16% | −17,864−27.8% | Reduced |
| Atria Wealth Solutions, Inc. | 46,586 | $8.12M | 0.11% | +857+1.9% | Added |
| Simplex Trading, LLC | 47,132 | $8.21M | 0.35% | +22,760+93.4% | Added |
| Stansberry Asset Management, LLC | 47,435 | $8.26M | 1.51% | −630−1.3% | Reduced |
| Strategic Wealth Designers | 47,689 | $8.31M | 1.32% | +8,355+21.2% | Added |
| Perigon Wealth Management, LLC | 47,774 | $8.32M | 0.33% | −1,751−3.5% | Reduced |
| Kentucky Retirement Systems | 47,807 | $8.33M | 0.28% | +734+1.6% | Added |
| Neville Rodie & Shaw Inc | 48,349 | $8.42M | 0.72% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 48,429 | $8.44M | 0.02% | +16,113+49.9% | Added |
| Assetmark, Inc | 48,453 | $8.44M | 0.03% | +7,705+18.9% | Added |
| Stanley Capital Management, LLC | 48,830 | $8.51M | 2.30% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 49,111 | $8.56M | 0.01% | +3,030+6.6% | Added |
| Securian Asset Management, Inc | 49,136 | $8.56M | 0.22% | −738−1.5% | Reduced |
| Sky Investment Group LLC | 49,679 | $8.65M | 1.88% | +1,378+2.9% | Added |
| CIBC World Markets Inc. | 49,939 | $8.70M | 0.03% | −1,032−2.0% | Reduced |
| PFS Investments Inc. | 49,991 | $8.71M | 0.14% | +1,622+3.4% | Added |
| Bank of Nova Scotia | 50,602 | $8.81M | 0.02% | −250,051−83.2% | Reduced |
| Perennial Advisors, LLC | 50,708 | $8.83M | 2.25% | +903+1.8% | Added |
| Redwood Grove Capital, LLC | 50,747 | $8.84M | 3.74% | 00.0% | Unchanged |
| Argent Trust Co | 50,996 | $8.88M | 0.48% | +2,486+5.1% | Added |
| JustInvest LLC | 51,795 | $9.02M | 0.28% | +2,637+5.4% | Added |
| Elo Mutual Pension Insurance Co | 52,046 | $9.07M | 0.27% | +1,331+2.6% | Added |
| Martin Investment Management, LLC | 52,087 | $9.07M | 2.56% | −1,823−3.4% | Reduced |
| Sprucegrove Investment Management Ltd | 52,554 | $9.15M | 0.48% | −9,596−15.4% | Reduced |
| Eisler Capital (UK) Ltd. | 52,605 | $9.16M | 0.99% | +43,175+457.8% | Added |
| HB Wealth Management, LLC | 52,787 | $9.20M | 0.15% | +2,140+4.2% | Added |
| Davenport & Co LLC | 53,413 | $9.30M | 0.07% | +203+0.4% | Added |
| Buckhead Capital Management LLC | 53,996 | $9.41M | 2.24% | +190+0.4% | Added |
| Ethic Inc. | 54,443 | $9.48M | 0.35% | +2,330+4.5% | Added |
| Guggenheim Capital LLC | 54,587 | $9.51M | 0.07% | −801−1.4% | Reduced |
| Bell Asset Management Ltd | 54,984 | $9.58M | 1.64% | +13,736+33.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 54,998 | $9.58M | 0.20% | −9,641−14.9% | Reduced |
| GHP Investment Advisors, Inc. | 58,049 | $9.59M | 0.56% | +2,232+4.0% | Added |
| Rice Partnership, LLC | 55,158 | $9.61M | 2.63% | +236+0.4% | Added |
| Cetera Advisor Networks LLC | 55,264 | $9.63M | 0.07% | +3,488+6.7% | Added |
| Meeder Asset Management Inc | 55,639 | $9.69M | 0.70% | +54,306+4,074.0% | Added |
| Eagle Rock Investment Company, LLC | 55,282 | $9.70M | 2.09% | −4,226−7.1% | Reduced |
| Hi-Line Capital Management, LLC | 55,700 | $9.70M | 3.61% | −6,797−10.9% | Reduced |
| Wealthfront Advisers LLC | 56,398 | $9.82M | 0.04% | −5,080−8.3% | Reduced |
| Sandy Spring Bank | 56,434 | $9.83M | 0.52% | −2,665−4.5% | Reduced |
| Jupiter Asset Management Ltd | 56,935 | $9.91M | 0.11% | +56,935 | New |
| British Columbia Investment Management Corp | 57,153 | $9.96M | 0.09% | +476+0.8% | Added |
| Peapack Gladstone Financial Corp | 57,181 | $9.96M | 0.18% | +324+0.6% | Added |
| Two Sigma Advisers, LP | 57,600 | $10.0M | 0.03% | −789,400−93.2% | Reduced |
| Seizert Capital Partners, LLC | 57,791 | $10.1M | 0.54% | −851−1.5% | Reduced |
| Mackenzie Financial Corp | 57,468 | $10.1M | 0.02% | −166−0.3% | Reduced |
| Carret Asset Management, LLC | 58,118 | $10.1M | 1.34% | −610−1.0% | Reduced |
| Griffin Asset Management, Inc. | 58,651 | $10.2M | 1.38% | +146+0.2% | Added |
| Walleye Capital LLC | 58,757 | $10.2M | 0.18% | +15,805+36.8% | Added |
| Matthew Goff Investment Advisor, LLC | 59,241 | $10.3M | 2.42% | +2,660+4.7% | Added |
| Van Eck Associates Corp | 59,236 | $10.3M | 0.02% | +865+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 60,035 | $10.5M | 0.09% | +33,166+123.4% | Added |
| Polar Capital Holdings Plc | 61,248 | $10.7M | 0.07% | +61,248 | New |
| Calamos Wealth Management LLC | 62,417 | $10.9M | 0.80% | −168−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 62,964 | $11.0M | 0.08% | +214+0.3% | Added |
| Banyan Capital Management, Inc. | 63,593 | $11.1M | 7.33% | −319−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 63,801 | $11.1M | 0.28% | −19,725−23.6% | Reduced |
| Northwest & Ethical Investments L.P. | 64,044 | $11.2M | 0.36% | −26,503−29.3% | Reduced |
| Anchor Capital Advisors LLC | 64,191 | $11.2M | 0.29% | −3,060−4.6% | Reduced |
| GM Advisory Group, Inc. | 64,715 | $11.3M | 0.93% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 65,305 | $11.4M | 0.22% | +13,859+26.9% | Added |
| Henshaw Capital LLC | 66,005 | $11.5M | 0.66% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 66,669 | $11.6M | 2.78% | −1,954−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 70,217 | $11.6M | 0.25% | −22,870−24.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 67,588 | $11.8M | 2.61% | −216−0.3% | Reduced |
| Eagle Global Advisors LLC | 68,143 | $11.9M | 0.78% | −3,183−4.5% | Reduced |
| Taurus Asset Management, LLC | 68,503 | $11.9M | 1.39% | −3,065−4.3% | Reduced |
| Cresset Asset Management, LLC | 68,507 | $11.9M | 0.08% | +49,671+263.7% | Added |
| Nissay Asset Management Corp | 69,187 | $12.1M | 0.10% | −185,053−72.8% | Reduced |
| Parthenon LLC | 69,629 | $12.1M | 1.75% | +225+0.3% | Added |
| Investment House LLC | 69,767 | $12.2M | 0.91% | +62,932+920.7% | Added |
| Foyston, Gordon, & Payne Inc | 70,234 | $12.2M | 3.20% | −100.0% | Reduced |
| Nixon Capital, LLC | 70,289 | $12.2M | 6.36% | +315+0.5% | Added |
| Czech National Bank | 70,387 | $12.3M | 0.28% | +247+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 70,795 | $12.3M | 0.06% | +2,947+4.3% | Added |
| 2Xideas AG | 70,924 | $12.4M | 1.18% | −1,078−1.5% | Reduced |
| Wesleyan Assurance Society | 71,800 | $12.5M | 1.34% | 00.0% | Unchanged |
| Marco Investment Management LLC | 72,505 | $12.6M | 1.36% | +5,549+8.3% | Added |