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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Samlyn Capital, LLC | 203,930 | $35.5M | 0.62% | −877,062−81.1% | Reduced |
| Todd Asset Management LLC | 202,750 | $35.3M | 0.82% | −860−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 200,574 | $34.9M | 0.05% | −5,037−2.4% | Reduced |
| Johnson Investment Counsel Inc | 199,747 | $34.8M | 0.43% | −5,939−2.9% | Reduced |
| Cohen Klingenstein LLC | 199,208 | $34.7M | 1.50% | −249−0.1% | Reduced |
| Global Frontier Investments LLC | 197,215 | $34.4M | 15.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 195,872 | $34.1M | 0.59% | +70,741+56.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,136 | $33.8M | 0.15% | +3,191+1.7% | Added |
| Roffman Miller Associates Inc | 191,678 | $33.4M | 2.51% | +621+0.3% | Added |
| Rafferty Asset Management, LLC | 190,760 | $33.2M | 0.19% | −9,902−4.9% | Reduced |
| Aureus Asset Management, LLC | 189,293 | $33.0M | 2.47% | −10,030−5.0% | Reduced |
| Baird Financial Group, Inc. | 188,524 | $32.8M | 0.09% | +1,609+0.9% | Added |
| Franklin Street Advisors Inc | 188,042 | $32.8M | 2.78% | −5,660−2.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 188,028 | $32.7M | 0.43% | +17,432+10.2% | Added |
| Heritage Investors Management Corp | 187,874 | $32.7M | 1.31% | +864+0.5% | Added |
| American International Group, Inc. | 185,409 | $32.3M | 0.20% | +1,177+0.6% | Added |
| Worldquant Millennium Advisors LLC | 182,964 | $31.9M | 0.54% | −40,994−18.3% | Reduced |
| ZWJ Investment Counsel Inc | 182,598 | $31.8M | 1.66% | −18,644−9.3% | Reduced |
| Edgar Lomax Co | 182,375 | $31.8M | 2.09% | −2,590−1.4% | Reduced |
| Arizona State Retirement System | 180,785 | $31.5M | 0.26% | +7,362+4.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 177,843 | $31.0M | 0.05% | +6,258+3.6% | Added |
| AQR Capital Management LLC | 177,287 | $30.9M | 0.07% | −40,546−18.6% | Reduced |
| Barr E S & Co | 175,993 | $30.7M | 2.31% | −1,577−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 172,439 | $30.0M | 0.75% | +21,609+14.3% | Added |
| Forsta Ap-Fonden | 171,800 | $29.9M | 0.32% | −16,600−8.8% | Reduced |
| Cambridge Trust Co | 171,040 | $29.8M | 1.35% | −10,559−5.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 169,689 | $29.6M | 0.29% | +56,482+49.9% | Added |
| M&T Bank Corp | 168,384 | $29.3M | 0.11% | −3,318−1.9% | Reduced |
| Martingale Asset Management L P | 165,296 | $28.8M | 0.56% | −2,532−1.5% | Reduced |
| Captrust Financial Advisors | 164,847 | $28.7M | 0.11% | +8,901+5.7% | Added |
| State of Michigan Retirement System | 163,477 | $28.5M | 0.18% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 164,240 | $28.5M | 0.06% | −17,355−9.6% | Reduced |
| Umb Bank N A | 163,301 | $28.4M | 0.43% | −521−0.3% | Reduced |
| CIBC World Markets Corp | 163,272 | $28.4M | 0.23% | +55,523+51.5% | Added |
| J. L. Bainbridge & Co., Inc. | 161,876 | $28.2M | 3.52% | −1,904−1.2% | Reduced |
| MetLife Investment Management | 158,948 | $27.7M | 0.20% | +3,810+2.5% | Added |
| Zacks Investment Management | 158,707 | $27.6M | 0.35% | +7,914+5.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 158,655 | $27.6M | 0.06% | −10,854−6.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 156,757 | $27.3M | 0.41% | −495−0.3% | Reduced |
| Amussen Hunsaker Associates LLC | 154,703 | $27.0M | 5.95% | +628+0.4% | Added |
| Amalgamated Bank | 154,728 | $27.0M | 0.22% | −1,910−1.2% | Reduced |
| Capital Fund Management S.A. | 152,364 | $26.5M | 0.42% | −251,377−62.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 151,528 | $26.4M | 0.96% | −42,992−22.1% | Reduced |
| Advisors Asset Management, Inc. | 151,079 | $26.3M | 0.54% | −13,964−8.5% | Reduced |
| Handelsbanken Fonder AB | 150,816 | $26.3M | 0.14% | −2,173−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 150,371 | $26.2M | 0.45% | −3,466−2.3% | Reduced |
| Regions Financial Corp | 150,309 | $26.2M | 0.23% | −3,497−2.3% | Reduced |
| Kiltearn Partners LLP | 146,823 | $25.6M | 1.87% | −4,700−3.1% | Reduced |
| Cantor Fitzgerald, L. P. | 145,141 | $25.3M | 0.58% | +1,811+1.3% | Added |
| Douglass Winthrop Advisors, LLC | 145,084 | $25.3M | 0.60% | −330−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 143,429 | $25.0M | 0.14% | −7,548−5.0% | Reduced |
| Janney Montgomery Scott LLC | 140,373 | $24.5M | 0.09% | +140,373 | New |
| Commerce Bank | 139,254 | $24.3M | 0.18% | +890+0.6% | Added |
| Dana Investment Advisors, Inc. | 139,203 | $24.2M | 1.19% | −3,381−2.4% | Reduced |
| Destination Wealth Management | 135,795 | $23.7M | 0.88% | −732−0.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 134,628 | $23.5M | 2.25% | +2,698+2.0% | Added |
| Robeco Institutional Asset Management B.V. | 132,945 | $23.2M | 0.06% | +25,796+24.1% | Added |
| Foster Dykema Cabot & Co Inc | 131,721 | $22.9M | 2.70% | +305+0.2% | Added |
| Bradley Foster & Sargent Inc | 127,682 | $22.2M | 0.47% | +476+0.4% | Added |
| Mill Capital Management, LLC | 126,992 | $22.1M | 2.08% | −135−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 126,796 | $22.1M | 3.72% | +3,423+2.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 125,977 | $22.0M | 0.14% | +11,785+10.3% | Added |
| Colony Group LLC | 125,396 | $21.8M | 0.31% | −1,364−1.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 125,000 | $21.8M | 0.06% | −116,934−48.3% | Reduced |
| Texas Permanent School Fund | 124,654 | $21.7M | 0.20% | +533+0.4% | Added |
| Braun Stacey Associates Inc | 123,828 | $21.6M | 1.00% | −115,508−48.3% | Reduced |
| IFM Investors Pty Ltd | 123,571 | $21.5M | 0.28% | +7,643+6.6% | Added |
| Creative Planning | 123,390 | $21.5M | 0.03% | +6,635+5.7% | Added |
| NorthCrest Asset Manangement, LLC | 121,957 | $21.2M | 0.84% | +1,572+1.3% | Added |
| Equitable Trust Co | 121,892 | $21.2M | 1.62% | −198−0.2% | Reduced |
| Stewart & Patten Co LLC | 121,569 | $21.2M | 3.46% | +4,273+3.6% | Added |
| Abner Herrman & Brock LLC | 121,402 | $21.1M | 3.10% | −1,829−1.5% | Reduced |
| USS Investment Management Ltd | 121,227 | $21.1M | 0.25% | 00.0% | Unchanged |
| Dundas Partners LLP | 120,823 | $21.0M | 1.98% | 00.0% | Unchanged |
| Mariner, LLC | 120,662 | $21.0M | 0.06% | −884−0.7% | Reduced |
| DnB Asset Management AS | 120,096 | $20.9M | 0.12% | +771+0.6% | Added |
| Tweedy, Browne Co LLC | 119,329 | $20.8M | 1.09% | −476−0.4% | Reduced |
| CIBC Asset Management Inc | 119,267 | $20.8M | 0.08% | −4,901−3.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 118,676 | $20.7M | 0.83% | +1,605+1.4% | Added |
| Daiwa Securities Group Inc. | 117,769 | $20.5M | 0.14% | +682+0.6% | Added |
| Swiss Life Asset Management Ltd | 117,405 | $20.5M | 0.30% | −16,560−12.4% | Reduced |
| Klingenstein Fields & Co LP | 116,761 | $20.3M | 0.94% | −2,761−2.3% | Reduced |
| Factory Mutual Insurance Co | 115,900 | $20.2M | 0.30% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 115,398 | $20.1M | 0.43% | −4,786−4.0% | Reduced |
| United Services Automobile Association | 114,336 | $19.9M | 0.57% | +621+0.5% | Added |
| Chilton Capital Management LLC | 112,952 | $19.7M | 1.08% | +4,092+3.8% | 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 |
| Maple Capital Management, Inc. | 110,258 | $19.2M | 2.09% | +2,538+2.4% | Added |
| Abn Amro Investment Solutions | 109,416 | $19.1M | 0.38% | −2,589−2.3% | Reduced |
| Tocqueville Asset Management L.P. | 107,456 | $18.7M | 0.34% | +1,406+1.3% | Added |
| Holowesko Partners Ltd. | 106,600 | $18.6M | 8.12% | +27,100+34.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 105,963 | $18.5M | 0.23% | −1,400−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 105,452 | $18.4M | 0.28% | +150+0.1% | Added |
| Paralel Advisors LLC | 105,000 | $18.3M | 0.98% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 104,710 | $18.2M | 0.05% | −404,079−79.4% | Reduced |
| Bragg Financial Advisors, Inc | 104,649 | $18.2M | 1.00% | −214−0.2% | Reduced |
| Bartlett & Co. LLC | 104,504 | $18.2M | 0.31% | +7,341+7.6% | Added |
| Bartlett & Co. Wealth Management LLC | 104,504 | $18.2M | 0.31% | +7,341+7.6% | Added |
| Prana Capital Management, LP | 104,278 | $18.2M | 1.21% | +104,278 | New |