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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 351,505 | $61.2M | 0.27% | +210,054+148.5% | Added |
| Great Lakes Advisors, LLC | 366,671 | $63.9M | 0.64% | −84,293−18.7% | Reduced |
| Renaissance Technologies LLC | 367,627 | $64.0M | 0.09% | −379,686−50.8% | Reduced |
| Aviva PLC | 369,206 | $64.3M | 0.26% | −39,182−9.6% | Reduced |
| State of New Jersey Common Pension Fund D | 373,809 | $65.1M | 0.22% | −1,910−0.5% | Reduced |
| Heard Capital LLC | 378,915 | $66.0M | 5.07% | +163,423+75.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 379,730 | $66.1M | 0.20% | +7,761+2.1% | Added |
| Storebrand Asset Management AS | 383,313 | $66.8M | 0.31% | −451−0.1% | Reduced |
| Hosking Partners LLP | 394,468 | $68.7M | 2.90% | +26,277+7.1% | Added |
| Los Angeles Capital Management LLC | 399,214 | $69.5M | 0.28% | −32,864−7.6% | Reduced |
| National Bank of Canada | 399,527 | $70.1M | 0.14% | −23,058−5.5% | Reduced |
| Alberta Investment Management Corp | 420,549 | $73.3M | 0.70% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 420,692 | $73.3M | 0.61% | −41,674−9.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 425,881 | $74.2M | 2.01% | +116,579+37.7% | Added |
| HighTower Advisors, LLC | 426,702 | $74.3M | 0.15% | +23,149+5.7% | Added |
| Pensioenfonds Rail & Ov | 434,834 | $75.7M | 2.82% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 445,954 | $77.6M | 0.46% | −97,890−18.0% | Reduced |
| Millennium Management LLC | 445,990 | $77.7M | 0.08% | −842,769−65.4% | Reduced |
| Victory Capital Management Inc | 449,835 | $78.4M | 0.09% | −5,613−1.2% | Reduced |
| Swedbank AB | 450,065 | $78.4M | 0.14% | +19,522+4.5% | Added |
| US Bancorp | 462,544 | $80.6M | 0.13% | −9,078−1.9% | Reduced |
| Dodge & Cox | 468,948 | $81.7M | 0.05% | −46,198−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 473,463 | $82.5M | 0.05% | −26,902−5.4% | Reduced |
| Cacti Asset Management LLC | 475,551 | $82.8M | 7.50% | 00.0% | Unchanged |
| Stifel Financial Corp | 483,470 | $84.2M | 0.12% | +10,603+2.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 484,250 | $84.4M | 1.00% | 00.0% | Unchanged |
| STRS Ohio | 485,206 | $84.5M | 0.36% | −34,776−6.7% | Reduced |
| Retirement Systems of Alabama | 488,435 | $85.1M | 0.38% | −40,836−7.7% | Reduced |
| Equity Investment Corp | 489,283 | $85.2M | 2.64% | −1,926−0.4% | Reduced |
| Crawford Investment Counsel Inc | 491,341 | $85.6M | 1.74% | −1,327−0.3% | Reduced |
| Envestnet Asset Management Inc | 498,695 | $86.9M | 0.04% | +29,466+6.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 499,351 | $87.0M | 0.20% | −3,066−0.6% | Reduced |
| LPL Financial LLC | 499,875 | $87.1M | 0.06% | +25,173+5.3% | Added |
| State of Tennessee, Treasury Department | 503,152 | $87.6M | 0.37% | −71,201−12.4% | Reduced |
| Focused Investors LLC | 509,100 | $88.7M | 2.97% | −2,750−0.5% | Reduced |
| Junto Capital Management LP | 528,329 | $92.0M | 2.33% | −184,765−25.9% | Reduced |
| Qube Research & Technologies Ltd | 543,126 | $94.6M | 0.37% | +257,896+90.4% | Added |
| Clark Capital Management Group, Inc. | 546,377 | $95.2M | 0.85% | +7,114+1.3% | Added |
| Ensign Peak Advisors, Inc | 546,660 | $95.2M | 0.19% | +46,320+9.3% | Added |
| Russell Investments Group, Ltd. | 560,047 | $97.4M | 0.19% | −35,779−6.0% | Reduced |
| Citigroup Inc | 564,629 | $98.4M | 0.13% | −14,016−2.4% | Reduced |
| First Manhattan Co | 567,667 | $98.9M | 0.36% | −7,326−1.3% | Reduced |
| KBC Group NV | 569,516 | $99.2M | 0.41% | +170,277+42.7% | Added |
| Prudential Financial Inc | 570,156 | $99.3M | 0.14% | +24,546+4.5% | Added |
| Man Group plc | 571,581 | $99.6M | 0.31% | – | – |
| Adage Capital Partners GP, L.L.C. | 571,591 | $99.6M | 0.22% | +120,603+26.7% | Added |
| Brown Advisory Inc | 572,189 | $99.7M | 0.16% | +16,662+3.0% | Added |
| BNP Paribas Arbitrage, SA | 580,549 | $101.1M | 0.20% | +93,026+19.1% | Added |
| Thrivent Financial for Lutherans | 580,933 | $101.2M | 0.23% | −16,186−2.7% | Reduced |
| Korea Investment CORP | 588,394 | $102.5M | 0.29% | +60,441+11.4% | Added |
| Raymond James & Associates | 606,283 | $105.6M | 0.09% | +63,954+11.8% | Added |
| Toronto Dominion Bank | 615,840 | $107.2M | 0.16% | −174,546−22.1% | Reduced |
| State Board of Administration of Florida Retirement System | 632,675 | $110.2M | 0.24% | −48,368−7.1% | Reduced |
| Parnassus Investments | 642,639 | $111.9M | 0.26% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 646,042 | $112.3M | 0.44% | −60,832−8.6% | Reduced |
| Epoch Investment Partners, Inc. | 648,066 | $112.9M | 0.65% | +85,423+15.2% | Added |
| King Luther Capital Management Corp | 658,789 | $114.8M | 0.57% | +2,738+0.4% | Added |
| Douglas Lane & Associates, LLC | 663,026 | $115.5M | 1.87% | −14,447−2.1% | Reduced |
| Macquarie Group Ltd | 666,523 | $116.1M | 0.13% | −47,115−6.6% | Reduced |
| New York State Teachers Retirement System | 667,223 | $116.2M | 0.26% | −35,927−5.1% | Reduced |
| Principal Financial Group Inc | 677,595 | $118.0M | 0.08% | −8,999−1.3% | Reduced |
| Natixis Advisors, L.P. | 689,789 | $120.2M | 0.37% | +44,612+6.9% | Added |
| Gamco Investors, Inc. Et Al | 695,718 | $121.2M | 1.27% | −53,177−7.1% | Reduced |
| Blair William & Co | 700,556 | $122.0M | 0.45% | +19,961+2.9% | Added |
| Kovitz Investment Group Partners, LLC | 739,126 | $128.8M | 1.89% | +159,445+27.5% | Added |
| Canada Pension Plan Investment Board | 752,297 | $131.1M | 0.20% | +272,058+56.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 767,188 | $133.6M | 0.21% | +218,682+39.9% | Added |
| Ci Investments Inc. | 775,016 | $135.0M | 0.68% | −218,711−22.0% | Reduced |
| Bank of Montreal | 810,061 | $141.7M | 0.09% | −121,643−13.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 824,438 | $143.6M | 0.30% | +23,640+3.0% | Added |
| Waverton Investment Management Ltd | 837,659 | $145.8M | 4.15% | +18,001+2.2% | Added |
| Gabelli Funds LLC | 843,408 | $146.9M | 1.11% | +2,600+0.3% | Added |
| Citadel Advisors LLC | 859,122 | $149.7M | 0.17% | −405,197−32.0% | Reduced |
| State of Wisconsin Investment Board | 874,041 | $152.3M | 0.43% | +117,565+15.5% | Added |
| Davis Selected Advisers | 950,068 | $165.5M | 1.01% | −14,156−1.5% | Reduced |
| National Pension Service | 978,590 | $168.4M | 0.27% | +31,191+3.3% | Added |
| Allianz Asset Management GmbH | 981,783 | $171.0M | 0.36% | −676,860−40.8% | Reduced |
| Timucuan Asset Management Inc | 993,287 | $173.0M | 6.80% | +118,925+13.6% | Added |
| AMF Pensionsforsakring AB | 999,254 | $174.1M | 1.60% | +646,441+183.2% | Added |
| California State Teachers Retirement System | 1,033,861 | $180.1M | 0.25% | −23,499−2.2% | Reduced |
| Troy Asset Management Ltd | 1,045,919 | $182.2M | 5.33% | +7,614+0.7% | Added |
| First Trust Advisors LP | 1,056,807 | $184.1M | 0.21% | −36,270−3.3% | Reduced |
| CI Private Wealth, LLC | 1,065,211 | $185.6M | 0.43% | +146,497+15.9% | Added |
| The PNC Financial Services Group, Inc. | 1,071,438 | $186.6M | 0.16% | −19,508−1.8% | Reduced |
| California Public Employees Retirement System | 1,090,752 | $190.0M | 0.16% | −62,514−5.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,101,240 | $191.8M | 0.89% | +117,488+11.9% | Added |
| Schroder Investment Management Group | 1,125,411 | $196.0M | 0.28% | +96,484+9.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,166,749 | $203.2M | 0.25% | −54,334−4.4% | Reduced |
| Pictet Asset Management SA | 1,186,601 | $206.7M | 0.25% | −438,037−27.0% | Reduced |
| Rhumbline Advisers | 1,190,310 | $207.4M | 0.23% | +15,277+1.3% | Added |
| Clearbridge Investments, LLC | 1,232,343 | $214.7M | 0.19% | −44,750−3.5% | Reduced |
| New York State Common Retirement Fund | 1,248,050 | $217.4M | 0.28% | −39,079−3.0% | Reduced |
| American Century Companies Inc | 1,252,715 | $218.2M | 0.16% | −47,198−3.6% | Reduced |
| Franklin Resources Inc | 1,258,269 | $219.2M | 0.10% | −578,902−31.5% | Reduced |
| Credit Suisse AG | 1,287,924 | $224.4M | 0.22% | −147,794−10.3% | Reduced |
| AXA S.A. | 1,376,160 | $239.7M | 0.80% | −41,088−2.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,385,373 | $241.3M | 0.90% | −50,426−3.5% | Reduced |
| TD Asset Management Inc | 1,458,281 | $254.0M | 0.29% | −38,737−2.6% | Reduced |
| HSBC Holdings PLC | 1,480,210 | $257.7M | 0.28% | +121,617+9.0% | Added |
| Maj Invest Holding A/S | 1,499,987 | $261.3M | 6.47% | +22,517+1.5% | Added |