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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 72,616 | $12.6M | 0.21% | +22,952+46.2% | Added |
| Oppenheimer & Co Inc | 72,716 | $12.7M | 0.25% | +5,536+8.2% | Added |
| Point72 Asset Management, L.P. | 72,775 | $12.7M | 0.04% | +68,620+1,651.5% | Added |
| Whittier Trust Co | 73,768 | $12.9M | 0.22% | −2,003−2.6% | Reduced |
| Torray LLC | 73,801 | $12.9M | 2.22% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 74,724 | $13.0M | 0.18% | +20,954+39.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 75,260 | $13.1M | 0.89% | −6,310−7.7% | Reduced |
| Founders Capital Management, LLC | 75,556 | $13.2M | 2.93% | +765+1.0% | Added |
| Vontobel Holding Ltd. | 75,587 | $13.2M | 0.12% | +37,881+100.5% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 77,958 | $13.5M | 0.96% | 00.0% | Unchanged |
| Baxter Bros Inc | 77,623 | $13.5M | 2.01% | −524−0.7% | Reduced |
| LVM Capital Management Ltd | 78,244 | $13.6M | 1.82% | +4,110+5.5% | Added |
| AE Wealth Management LLC | 79,524 | $13.9M | 0.08% | +7,426+10.3% | Added |
| APG Asset Management N.V. | 86,899 | $13.9M | 0.03% | −60,900−41.2% | Reduced |
| Clifford Capital Partners LLC | 80,484 | $14.0M | 4.05% | −137−0.2% | Reduced |
| Narwhal Capital Management | 80,648 | $14.0M | 1.65% | +1,882+2.4% | Added |
| National Asset Management, Inc. | 81,161 | $14.1M | 0.32% | +61,082+304.2% | Added |
| MML Investors Services, LLC | 83,338 | $14.5M | 0.08% | +83,338 | New |
| State of Alaska, Department of Revenue | 83,431 | $14.5M | 0.17% | −10,108−10.8% | Reduced |
| Connors Investor Services Inc | 84,363 | $14.7M | 1.66% | −1,626−1.9% | Reduced |
| Intech Investment Management LLC | 85,205 | $14.8M | 0.15% | −141,124−62.4% | Reduced |
| Mercer Global Advisors Inc | 85,388 | $14.9M | 0.06% | +7,202+9.2% | Added |
| Mutual of America Capital Management LLC | 85,543 | $14.9M | 0.17% | +332+0.4% | Added |
| Banco Santander, S.A. | 85,544 | $14.9M | 0.20% | −24,938−22.6% | Reduced |
| MAI Capital Management | 85,939 | $15.0M | 0.22% | −7,332−7.9% | Reduced |
| FIL Ltd | 86,767 | $15.1M | 0.02% | +58,048+202.1% | Added |
| SG Americas Securities, LLC | 88,451 | $15.4M | 0.13% | +87,504+9,240.1% | Added |
| Willis Investment Counsel | 90,223 | $15.7M | 1.03% | −19,043−17.4% | Reduced |
| Fiduciary Trust Co | 90,283 | $15.7M | 0.28% | −1,616−1.8% | Reduced |
| Citizens Financial Group Inc | 90,773 | $15.8M | 0.58% | −3,174−3.4% | Reduced |
| Welch & Forbes LLC | 91,162 | $15.9M | 0.25% | +929+1.0% | Added |
| Cinctive Capital Management LP | 91,365 | $15.9M | 0.62% | −36,433−28.5% | Reduced |
| HM Payson & Co | 92,100 | $16.0M | 0.36% | −31,514−25.5% | Reduced |
| Xponance, Inc. | 92,128 | $16.0M | 0.21% | +16,726+22.2% | Added |
| Cerity Partners LLC | 92,172 | $16.1M | 0.06% | +16,438+21.7% | Added |
| Chesley Taft & Associates LLC | 92,193 | $16.1M | 0.98% | −698−0.8% | Reduced |
| New York Life Investment Management LLC | 93,356 | $16.3M | 0.17% | +300.0% | Added |
| Yousif Capital Management, LLC | 94,030 | $16.4M | 0.20% | +868+0.9% | Added |
| Sirios Capital Management L P | 94,344 | $16.4M | 2.84% | −15,404−14.0% | Reduced |
| Longbow Finance SA | 95,931 | $16.7M | 1.95% | +330.0% | Added |
| Eminence Capital, LP | 97,992 | $17.1M | 0.31% | −7,758−7.3% | Reduced |
| Cobblestone Capital Advisors LLC | 100,849 | $17.6M | 1.24% | −1,057−1.0% | Reduced |
| Cullinan Associates Inc | 100,897 | $17.6M | 0.97% | +1,553+1.6% | Added |
| Noesis Capital Mangement Corp | 100,953 | $17.6M | 4.33% | −942−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 101,381 | $17.7M | 0.08% | −2,482−2.4% | Reduced |
| Utah Retirement Systems | 101,622 | $17.7M | 0.25% | −4,400−4.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,699 | $18.1M | 0.14% | +2,772+2.7% | Added |
| Prana Capital Management, LP | 104,278 | $18.2M | 1.21% | +104,278 | New |
| Bartlett & Co. Wealth Management LLC | 104,504 | $18.2M | 0.31% | +7,341+7.6% | Added |
| Bartlett & Co. LLC | 104,504 | $18.2M | 0.31% | +7,341+7.6% | Added |
| Bragg Financial Advisors, Inc | 104,649 | $18.2M | 1.00% | −214−0.2% | Reduced |
| Balyasny Asset Management LLC | 104,710 | $18.2M | 0.05% | −404,079−79.4% | Reduced |
| Paralel Advisors LLC | 105,000 | $18.3M | 0.98% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 105,452 | $18.4M | 0.28% | +150+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 105,963 | $18.5M | 0.23% | −1,400−1.3% | Reduced |
| Holowesko Partners Ltd. | 106,600 | $18.6M | 8.12% | +27,100+34.1% | Added |
| Tocqueville Asset Management L.P. | 107,456 | $18.7M | 0.34% | +1,406+1.3% | Added |
| Abn Amro Investment Solutions | 109,416 | $19.1M | 0.38% | −2,589−2.3% | Reduced |
| Maple Capital Management, Inc. | 110,258 | $19.2M | 2.09% | +2,538+2.4% | Added |
| Brinker Capital Investments, LLC | 111,184 | $19.4M | 0.21% | −5,032−4.3% | Reduced |
| Orion Portfolio Solutions, LLC | 111,184 | $19.4M | 0.21% | −5,032−4.3% | Reduced |
| Chilton Capital Management LLC | 112,952 | $19.7M | 1.08% | +4,092+3.8% | Added |
| United Services Automobile Association | 114,336 | $19.9M | 0.57% | +621+0.5% | Added |
| Boston Common Asset Management, LLC | 115,398 | $20.1M | 0.43% | −4,786−4.0% | Reduced |
| Factory Mutual Insurance Co | 115,900 | $20.2M | 0.30% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 116,761 | $20.3M | 0.94% | −2,761−2.3% | Reduced |
| Swiss Life Asset Management Ltd | 117,405 | $20.5M | 0.30% | −16,560−12.4% | Reduced |
| Daiwa Securities Group Inc. | 117,769 | $20.5M | 0.14% | +682+0.6% | Added |
| Clifford Swan Investment Counsel LLC | 118,676 | $20.7M | 0.83% | +1,605+1.4% | Added |
| CIBC Asset Management Inc | 119,267 | $20.8M | 0.08% | −4,901−3.9% | Reduced |
| Tweedy, Browne Co LLC | 119,329 | $20.8M | 1.09% | −476−0.4% | Reduced |
| DnB Asset Management AS | 120,096 | $20.9M | 0.12% | +771+0.6% | Added |
| Mariner, LLC | 120,662 | $21.0M | 0.06% | −884−0.7% | Reduced |
| Dundas Partners LLP | 120,823 | $21.0M | 1.98% | 00.0% | Unchanged |
| USS Investment Management Ltd | 121,227 | $21.1M | 0.25% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 121,402 | $21.1M | 3.10% | −1,829−1.5% | Reduced |
| Stewart & Patten Co LLC | 121,569 | $21.2M | 3.46% | +4,273+3.6% | Added |
| Equitable Trust Co | 121,892 | $21.2M | 1.62% | −198−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 121,957 | $21.2M | 0.84% | +1,572+1.3% | Added |
| Creative Planning | 123,390 | $21.5M | 0.03% | +6,635+5.7% | Added |
| IFM Investors Pty Ltd | 123,571 | $21.5M | 0.28% | +7,643+6.6% | Added |
| Braun Stacey Associates Inc | 123,828 | $21.6M | 1.00% | −115,508−48.3% | Reduced |
| Texas Permanent School Fund | 124,654 | $21.7M | 0.20% | +533+0.4% | Added |
| Caisse de Depot Et Placement du Quebec | 125,000 | $21.8M | 0.06% | −116,934−48.3% | Reduced |
| Colony Group LLC | 125,396 | $21.8M | 0.31% | −1,364−1.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 125,977 | $22.0M | 0.14% | +11,785+10.3% | Added |
| Greatmark Investment Partners, Inc. | 126,796 | $22.1M | 3.72% | +3,423+2.8% | Added |
| Mill Capital Management, LLC | 126,992 | $22.1M | 2.08% | −135−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 127,682 | $22.2M | 0.47% | +476+0.4% | Added |
| Foster Dykema Cabot & Co Inc | 131,721 | $22.9M | 2.70% | +305+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 132,945 | $23.2M | 0.06% | +25,796+24.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 134,628 | $23.5M | 2.25% | +2,698+2.0% | Added |
| Destination Wealth Management | 135,795 | $23.7M | 0.88% | −732−0.5% | Reduced |
| Dana Investment Advisors, Inc. | 139,203 | $24.2M | 1.19% | −3,381−2.4% | Reduced |
| Commerce Bank | 139,254 | $24.3M | 0.18% | +890+0.6% | Added |
| Janney Montgomery Scott LLC | 140,373 | $24.5M | 0.09% | +140,373 | New |
| United Capital Financial Advisers, LLC | 143,429 | $25.0M | 0.14% | −7,548−5.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 145,084 | $25.3M | 0.60% | −330−0.2% | Reduced |
| Cantor Fitzgerald, L. P. | 145,141 | $25.3M | 0.58% | +1,811+1.3% | Added |
| Kiltearn Partners LLP | 146,823 | $25.6M | 1.87% | −4,700−3.1% | Reduced |