Skip to main content

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.

Institutional holdersQ2 2023: 2,048 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ2 2023: $107.9B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2023.

Institutions holding AXP in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Regions Financial Corp150,309$26.2M0.23%−3,497−2.3%Reduced
Cullen/Frost Bankers, Inc.150,371$26.2M0.45%−3,466−2.3%Reduced
Handelsbanken Fonder AB150,816$26.3M0.14%−2,173−1.4%Reduced
Advisors Asset Management, Inc.151,079$26.3M0.54%−13,964−8.5%Reduced
Susquehanna Fundamental Investments, LLC151,528$26.4M0.96%−42,992−22.1%Reduced
Capital Fund Management S.A.152,364$26.5M0.42%−251,377−62.3%Reduced
Amalgamated Bank154,728$27.0M0.22%−1,910−1.2%Reduced
Amussen Hunsaker Associates LLC154,703$27.0M5.95%+628+0.4%Added
Williams Jones Wealth Management, LLC.156,757$27.3M0.41%−495−0.3%Reduced
Mirae Asset Global Investments Co., Ltd.158,655$27.6M0.06%−10,854−6.4%Reduced
Zacks Investment Management158,707$27.6M0.35%+7,914+5.2%Added
MetLife Investment Management158,948$27.7M0.20%+3,810+2.5%Added
J. L. Bainbridge & Co., Inc.161,876$28.2M3.52%−1,904−1.2%Reduced
CIBC World Markets Corp163,272$28.4M0.23%+55,523+51.5%Added
Umb Bank N A163,301$28.4M0.43%−521−0.3%Reduced
DekaBank Deutsche Girozentrale164,240$28.5M0.06%−17,355−9.6%Reduced
State of Michigan Retirement System163,477$28.5M0.18%00.0%Unchanged
Captrust Financial Advisors164,847$28.7M0.11%+8,901+5.7%Added
Martingale Asset Management L P165,296$28.8M0.56%−2,532−1.5%Reduced
M&T Bank Corp168,384$29.3M0.11%−3,318−1.9%Reduced
Federation des caisses Desjardins du Quebec169,689$29.6M0.29%+56,482+49.9%Added
Cambridge Trust Co171,040$29.8M1.35%−10,559−5.8%Reduced
Forsta Ap-Fonden171,800$29.9M0.32%−16,600−8.8%Reduced
Pinnacle Financial Partners Inc172,439$30.0M0.75%+21,609+14.3%Added
Barr E S & Co175,993$30.7M2.31%−1,577−0.9%Reduced
AQR Capital Management LLC177,287$30.9M0.07%−40,546−18.6%Reduced
Raymond James Financial Services Advisors, Inc.177,843$31.0M0.05%+6,258+3.6%Added
Arizona State Retirement System180,785$31.5M0.26%+7,362+4.2%Added
Edgar Lomax Co182,375$31.8M2.09%−2,590−1.4%Reduced
ZWJ Investment Counsel Inc182,598$31.8M1.66%−18,644−9.3%Reduced
Worldquant Millennium Advisors LLC182,964$31.9M0.54%−40,994−18.3%Reduced
American International Group, Inc.185,409$32.3M0.20%+1,177+0.6%Added
Heritage Investors Management Corp187,874$32.7M1.31%+864+0.5%Added
Banco Bilbao Vizcaya Argentaria, S.A.188,028$32.7M0.43%+17,432+10.2%Added
Franklin Street Advisors Inc188,042$32.8M2.78%−5,660−2.9%Reduced
Baird Financial Group, Inc.188,524$32.8M0.09%+1,609+0.9%Added
Aureus Asset Management, LLC189,293$33.0M2.47%−10,030−5.0%Reduced
Rafferty Asset Management, LLC190,760$33.2M0.19%−9,902−4.9%Reduced
Roffman Miller Associates Inc191,678$33.4M2.51%+621+0.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)194,136$33.8M0.15%+3,191+1.7%Added
Pinnacle Associates Ltd195,872$34.1M0.59%+70,741+56.5%Added
Global Frontier Investments LLC197,215$34.4M15.04%00.0%Unchanged
Cohen Klingenstein LLC199,208$34.7M1.50%−249−0.1%Reduced
Johnson Investment Counsel Inc199,747$34.8M0.43%−5,939−2.9%Reduced
Northwestern Mutual Wealth Management Co200,574$34.9M0.05%−5,037−2.4%Reduced
Todd Asset Management LLC202,750$35.3M0.82%−860−0.4%Reduced
Samlyn Capital, LLC203,930$35.5M0.62%−877,062−81.1%Reduced
Border to Coast Pensions Partnership Ltd204,899$35.7M0.90%00.0%Unchanged
Aquamarine Zurich AGSuperinvestorAquamarine210,000$36.6M17.44%00.0%Unchanged
CIBC Private Wealth Group, LLC210,160$36.6M0.08%−25,557−10.8%Reduced
Country Trust Bank211,863$36.9M1.00%−6,577−3.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund218,000$38.0M0.17%+216,308+12,784.2%Added
Pinebridge Investments, L.P.220,391$38.4M0.41%−62,055−22.0%Reduced
Boston Trust Walden Corp224,104$39.0M0.32%+4,625+2.1%Added
Squarepoint Ops LLC232,352$40.5M0.22%+92,387+66.0%Added
Commonwealth Equity Services, LLC237,696$41.4M0.08%+9,053+4.0%Added
Teachers Retirement System of the State of Kentucky239,750$41.8M0.40%−7,812−3.2%Reduced
Royal London Asset Management Ltd239,976$41.8M0.14%+13,888+6.1%Added
Fifth Third Bancorp241,295$42.0M0.19%−4,915−2.0%Reduced
Clarkston Capital Partners, LLC246,537$42.9M0.77%+652+0.3%Added
Advisor Group Holdings, Inc.247,049$43.0M0.08%+35,950+17.0%Added
Susquehanna International Group, LLP247,507$43.1M0.07%−3,233,690−92.9%Reduced
Central Securities Corp250,000$43.5M5.18%−10,000−3.8%Reduced
Cornerstone Investment Partners, LLC250,537$43.6M2.68%−4,614−1.8%Reduced
Mairs & Power Inc251,725$43.9M0.48%−9,390−3.6%Reduced
Ninety One UK Ltd252,636$44.0M0.13%−41,703−14.2%Reduced
Nomura Asset Management Co Ltd257,374$44.8M0.21%+9,409+3.8%Added
Teacher Retirement System of Texas257,792$44.9M0.30%−22,312−8.0%Reduced
Nisa Investment Advisors, LLC258,440$45.0M0.33%−3,796−1.4%Reduced
Vaughan David Investments LLC258,511$45.0M1.32%+2,349+0.9%Added
Lord, Abbett & Co. LLC261,610$45.6M0.16%−224−0.1%Reduced
Truist Financial Corp262,331$45.7M0.08%−10,241−3.8%Reduced
Jane Street Group, LLC272,796$47.5M0.06%+26,750+10.9%Added
Keybank National Association274,572$47.8M0.22%+61,732+29.0%Added
Sumitomo Mitsui DS Asset Management Company, Ltd277,743$48.4M0.74%+22,738+8.9%Added
Flossbach Von Storch AG278,079$48.4M0.20%+131,847+90.2%Added
Clear Street LLC283,900$49.5M1.18%+283,900New
Treasurer of the State of North Carolina284,904$49.6M0.26%−6,431−2.2%Reduced
ProShare Advisors LLC287,200$50.0M0.15%−17,170−5.6%Reduced
Public Sector Pension Investment Board294,354$51.3M0.37%+150,870+105.1%Added
SEI Investments Co301,637$52.5M0.09%+3,639+1.2%Added
Mn Services Vermogensbeheer B.V.303,412$52.9M0.49%−18,000−5.6%Reduced
Cambiar Investors LLC304,949$53.1M2.24%+17,718+6.2%Added
Meitav Dash Investments Ltd311,805$53.6M0.43%−23,736−7.1%Reduced
Calamos Advisors LLC323,673$56.4M0.29%−1390.0%Reduced
Public Employees Retirement System of Ohio325,464$56.7M0.23%−28,102−7.9%Reduced
Beck Mack & Oliver LLC328,069$57.1M1.49%+18,622+6.0%Added
Voya Investment Management LLC330,158$57.5M0.06%−120,637−26.8%Reduced
Glenmede Trust Co NA352,301$58.1M0.33%00.0%Unchanged
Fayez Sarofim & Co335,887$58.5M0.20%−28,771−7.9%Reduced
Huntington National Bank335,915$58.5M0.54%+37,787+12.7%Added
Asset Management One Co.,Ltd.338,873$59.0M0.25%−3,360−1.0%Reduced
Schwerin Boyle Capital Management Inc342,076$59.6M5.62%−2,550−0.7%Reduced
Neuberger Berman Group LLC342,806$59.7M0.05%−15,664−4.4%Reduced
Panagora Asset Management Inc342,867$59.7M0.35%+127,922+59.5%Added
Bowen Hanes & Co Inc344,028$59.9M1.92%−632−0.2%Reduced
Employees Retirement System of Texas345,000$60.1M0.82%00.0%Unchanged
Candriam Luxembourg S.C.A.348,315$60.7M0.44%−31,337−8.3%Reduced
Par Capital Management Inc350,000$61.0M2.12%00.0%Unchanged
Chevy Chase Trust Holdings, Inc.350,609$61.1M0.23%−3,992−1.1%Reduced