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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,699 | $18.1M | 0.14% | +2,772+2.7% | Added |
| Utah Retirement Systems | 101,622 | $17.7M | 0.25% | −4,400−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 101,381 | $17.7M | 0.08% | −2,482−2.4% | Reduced |
| Noesis Capital Mangement Corp | 100,953 | $17.6M | 4.33% | −942−0.9% | Reduced |
| Cullinan Associates Inc | 100,897 | $17.6M | 0.97% | +1,553+1.6% | Added |
| Cobblestone Capital Advisors LLC | 100,849 | $17.6M | 1.24% | −1,057−1.0% | Reduced |
| Eminence Capital, LP | 97,992 | $17.1M | 0.31% | −7,758−7.3% | Reduced |
| Longbow Finance SA | 95,931 | $16.7M | 1.95% | +330.0% | Added |
| Sirios Capital Management L P | 94,344 | $16.4M | 2.84% | −15,404−14.0% | Reduced |
| Yousif Capital Management, LLC | 94,030 | $16.4M | 0.20% | +868+0.9% | Added |
| New York Life Investment Management LLC | 93,356 | $16.3M | 0.17% | +300.0% | Added |
| Chesley Taft & Associates LLC | 92,193 | $16.1M | 0.98% | −698−0.8% | Reduced |
| Cerity Partners LLC | 92,172 | $16.1M | 0.06% | +16,438+21.7% | Added |
| Xponance, Inc. | 92,128 | $16.0M | 0.21% | +16,726+22.2% | Added |
| HM Payson & Co | 92,100 | $16.0M | 0.36% | −31,514−25.5% | Reduced |
| Cinctive Capital Management LP | 91,365 | $15.9M | 0.62% | −36,433−28.5% | Reduced |
| Welch & Forbes LLC | 91,162 | $15.9M | 0.25% | +929+1.0% | Added |
| Citizens Financial Group Inc | 90,773 | $15.8M | 0.58% | −3,174−3.4% | Reduced |
| Fiduciary Trust Co | 90,283 | $15.7M | 0.28% | −1,616−1.8% | Reduced |
| Willis Investment Counsel | 90,223 | $15.7M | 1.03% | −19,043−17.4% | Reduced |
| SG Americas Securities, LLC | 88,451 | $15.4M | 0.13% | +87,504+9,240.1% | Added |
| FIL Ltd | 86,767 | $15.1M | 0.02% | +58,048+202.1% | Added |
| MAI Capital Management | 85,939 | $15.0M | 0.22% | −7,332−7.9% | Reduced |
| Banco Santander, S.A. | 85,544 | $14.9M | 0.20% | −24,938−22.6% | Reduced |
| Mutual of America Capital Management LLC | 85,543 | $14.9M | 0.17% | +332+0.4% | Added |
| Mercer Global Advisors Inc | 85,388 | $14.9M | 0.06% | +7,202+9.2% | Added |
| Intech Investment Management LLC | 85,205 | $14.8M | 0.15% | −141,124−62.4% | Reduced |
| Connors Investor Services Inc | 84,363 | $14.7M | 1.66% | −1,626−1.9% | Reduced |
| State of Alaska, Department of Revenue | 83,431 | $14.5M | 0.17% | −10,108−10.8% | Reduced |
| MML Investors Services, LLC | 83,338 | $14.5M | 0.08% | +83,338 | New |
| National Asset Management, Inc. | 81,161 | $14.1M | 0.32% | +61,082+304.2% | Added |
| Narwhal Capital Management | 80,648 | $14.0M | 1.65% | +1,882+2.4% | Added |
| Clifford Capital Partners LLC | 80,484 | $14.0M | 4.05% | −137−0.2% | Reduced |
| APG Asset Management N.V. | 86,899 | $13.9M | 0.03% | −60,900−41.2% | Reduced |
| AE Wealth Management LLC | 79,524 | $13.9M | 0.08% | +7,426+10.3% | Added |
| LVM Capital Management Ltd | 78,244 | $13.6M | 1.82% | +4,110+5.5% | Added |
| Baxter Bros Inc | 77,623 | $13.5M | 2.01% | −524−0.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 77,958 | $13.5M | 0.96% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 75,587 | $13.2M | 0.12% | +37,881+100.5% | Added |
| Founders Capital Management, LLC | 75,556 | $13.2M | 2.93% | +765+1.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 75,260 | $13.1M | 0.89% | −6,310−7.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 74,724 | $13.0M | 0.18% | +20,954+39.0% | Added |
| Torray LLC | 73,801 | $12.9M | 2.22% | 00.0% | Unchanged |
| Whittier Trust Co | 73,768 | $12.9M | 0.22% | −2,003−2.6% | Reduced |
| Point72 Asset Management, L.P. | 72,775 | $12.7M | 0.04% | +68,620+1,651.5% | Added |
| Oppenheimer & Co Inc | 72,716 | $12.7M | 0.25% | +5,536+8.2% | Added |
| Norinchukin Bank, The | 72,616 | $12.6M | 0.21% | +22,952+46.2% | Added |
| Marco Investment Management LLC | 72,505 | $12.6M | 1.36% | +5,549+8.3% | Added |
| Wesleyan Assurance Society | 71,800 | $12.5M | 1.34% | 00.0% | Unchanged |
| 2Xideas AG | 70,924 | $12.4M | 1.18% | −1,078−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 70,795 | $12.3M | 0.06% | +2,947+4.3% | Added |
| Czech National Bank | 70,387 | $12.3M | 0.28% | +247+0.4% | Added |
| Nixon Capital, LLC | 70,289 | $12.2M | 6.36% | +315+0.5% | Added |
| Foyston, Gordon, & Payne Inc | 70,234 | $12.2M | 3.20% | −100.0% | Reduced |
| Investment House LLC | 69,767 | $12.2M | 0.91% | +62,932+920.7% | Added |
| Parthenon LLC | 69,629 | $12.1M | 1.75% | +225+0.3% | Added |
| Nissay Asset Management Corp | 69,187 | $12.1M | 0.10% | −185,053−72.8% | Reduced |
| Cresset Asset Management, LLC | 68,507 | $11.9M | 0.08% | +49,671+263.7% | Added |
| Taurus Asset Management, LLC | 68,503 | $11.9M | 1.39% | −3,065−4.3% | Reduced |
| Eagle Global Advisors LLC | 68,143 | $11.9M | 0.78% | −3,183−4.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 67,588 | $11.8M | 2.61% | −216−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 70,217 | $11.6M | 0.25% | −22,870−24.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 66,669 | $11.6M | 2.78% | −1,954−2.8% | Reduced |
| Henshaw Capital LLC | 66,005 | $11.5M | 0.66% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 65,305 | $11.4M | 0.22% | +13,859+26.9% | Added |
| GM Advisory Group, Inc. | 64,715 | $11.3M | 0.93% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 64,191 | $11.2M | 0.29% | −3,060−4.6% | Reduced |
| Northwest & Ethical Investments L.P. | 64,044 | $11.2M | 0.36% | −26,503−29.3% | Reduced |
| Gulf International Bank (UK) Ltd | 63,801 | $11.1M | 0.28% | −19,725−23.6% | Reduced |
| Banyan Capital Management, Inc. | 63,593 | $11.1M | 7.33% | −319−0.5% | Reduced |
| Silvercrest Asset Management Group LLC | 62,964 | $11.0M | 0.08% | +214+0.3% | Added |
| Calamos Wealth Management LLC | 62,417 | $10.9M | 0.80% | −168−0.3% | Reduced |
| Polar Capital Holdings Plc | 61,248 | $10.7M | 0.07% | +61,248 | New |
| Schonfeld Strategic Advisors LLC | 60,035 | $10.5M | 0.09% | +33,166+123.4% | Added |
| Van Eck Associates Corp | 59,236 | $10.3M | 0.02% | +865+1.5% | Added |
| Matthew Goff Investment Advisor, LLC | 59,241 | $10.3M | 2.42% | +2,660+4.7% | Added |
| Walleye Capital LLC | 58,757 | $10.2M | 0.18% | +15,805+36.8% | Added |
| Griffin Asset Management, Inc. | 58,651 | $10.2M | 1.38% | +146+0.2% | Added |
| Carret Asset Management, LLC | 58,118 | $10.1M | 1.34% | −610−1.0% | Reduced |
| Mackenzie Financial Corp | 57,468 | $10.1M | 0.02% | −166−0.3% | Reduced |
| Seizert Capital Partners, LLC | 57,791 | $10.1M | 0.54% | −851−1.5% | Reduced |
| Two Sigma Advisers, LP | 57,600 | $10.0M | 0.03% | −789,400−93.2% | Reduced |
| Peapack Gladstone Financial Corp | 57,181 | $9.96M | 0.18% | +324+0.6% | Added |
| British Columbia Investment Management Corp | 57,153 | $9.96M | 0.09% | +476+0.8% | Added |
| Jupiter Asset Management Ltd | 56,935 | $9.91M | 0.11% | +56,935 | New |
| Sandy Spring Bank | 56,434 | $9.83M | 0.52% | −2,665−4.5% | Reduced |
| Wealthfront Advisers LLC | 56,398 | $9.82M | 0.04% | −5,080−8.3% | Reduced |
| Hi-Line Capital Management, LLC | 55,700 | $9.70M | 3.61% | −6,797−10.9% | Reduced |
| Eagle Rock Investment Company, LLC | 55,282 | $9.70M | 2.09% | −4,226−7.1% | Reduced |
| Meeder Asset Management Inc | 55,639 | $9.69M | 0.70% | +54,306+4,074.0% | Added |
| Cetera Advisor Networks LLC | 55,264 | $9.63M | 0.07% | +3,488+6.7% | Added |
| Rice Partnership, LLC | 55,158 | $9.61M | 2.63% | +236+0.4% | Added |
| GHP Investment Advisors, Inc. | 58,049 | $9.59M | 0.56% | +2,232+4.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 54,998 | $9.58M | 0.20% | −9,641−14.9% | Reduced |
| Bell Asset Management Ltd | 54,984 | $9.58M | 1.64% | +13,736+33.3% | Added |
| Guggenheim Capital LLC | 54,587 | $9.51M | 0.07% | −801−1.4% | Reduced |
| Ethic Inc. | 54,443 | $9.48M | 0.35% | +2,330+4.5% | Added |
| Buckhead Capital Management LLC | 53,996 | $9.41M | 2.24% | +190+0.4% | Added |
| Davenport & Co LLC | 53,413 | $9.30M | 0.07% | +203+0.4% | Added |
| HB Wealth Management, LLC | 52,787 | $9.20M | 0.15% | +2,140+4.2% | Added |