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 |
|---|---|---|---|---|---|
| Eisler Capital (UK) Ltd. | 52,605 | $9.16M | 0.99% | +43,175+457.8% | Added |
| Sprucegrove Investment Management Ltd | 52,554 | $9.15M | 0.48% | −9,596−15.4% | Reduced |
| Martin Investment Management, LLC | 52,087 | $9.07M | 2.56% | −1,823−3.4% | Reduced |
| Elo Mutual Pension Insurance Co | 52,046 | $9.07M | 0.27% | +1,331+2.6% | Added |
| JustInvest LLC | 51,795 | $9.02M | 0.28% | +2,637+5.4% | Added |
| Argent Trust Co | 50,996 | $8.88M | 0.48% | +2,486+5.1% | Added |
| Redwood Grove Capital, LLC | 50,747 | $8.84M | 3.74% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 50,708 | $8.83M | 2.25% | +903+1.8% | Added |
| Bank of Nova Scotia | 50,602 | $8.81M | 0.02% | −250,051−83.2% | Reduced |
| PFS Investments Inc. | 49,991 | $8.71M | 0.14% | +1,622+3.4% | Added |
| CIBC World Markets Inc. | 49,939 | $8.70M | 0.03% | −1,032−2.0% | Reduced |
| Sky Investment Group LLC | 49,679 | $8.65M | 1.88% | +1,378+2.9% | Added |
| Securian Asset Management, Inc | 49,136 | $8.56M | 0.22% | −738−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 49,111 | $8.56M | 0.01% | +3,030+6.6% | Added |
| Stanley Capital Management, LLC | 48,830 | $8.51M | 2.30% | 00.0% | Unchanged |
| Assetmark, Inc | 48,453 | $8.44M | 0.03% | +7,705+18.9% | Added |
| Federated Hermes, Inc. | 48,429 | $8.44M | 0.02% | +16,113+49.9% | Added |
| Neville Rodie & Shaw Inc | 48,349 | $8.42M | 0.72% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 47,807 | $8.33M | 0.28% | +734+1.6% | Added |
| Perigon Wealth Management, LLC | 47,774 | $8.32M | 0.33% | −1,751−3.5% | Reduced |
| Strategic Wealth Designers | 47,689 | $8.31M | 1.32% | +8,355+21.2% | Added |
| Stansberry Asset Management, LLC | 47,435 | $8.26M | 1.51% | −630−1.3% | Reduced |
| Simplex Trading, LLC | 47,132 | $8.21M | 0.35% | +22,760+93.4% | Added |
| Atria Wealth Solutions, Inc. | 46,586 | $8.12M | 0.11% | +857+1.9% | Added |
| Illinois Municipal Retirement Fund | 46,441 | $8.09M | 0.16% | −17,864−27.8% | Reduced |
| Oregon Public Employees Retirement Fund | 46,270 | $8.06M | 0.10% | +81+0.2% | Added |
| Shayne & Co., LLC | 45,650 | $7.95M | 4.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 44,745 | $7.94M | 0.11% | +1,661+3.9% | Added |
| Private Advisor Group, LLC | 45,638 | $7.89M | 0.07% | +1,236+2.8% | Added |
| Maryland State Retirement & Pension System | 45,198 | $7.87M | 0.17% | −1,904−4.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 44,914 | $7.82M | 2.54% | +1,482+3.4% | Added |
| Kinneret Advisory, LLC | 44,100 | $7.68M | 0.91% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 43,585 | $7.59M | 0.38% | −7,798−15.2% | Reduced |
| Family Capital Trust Co | 43,458 | $7.57M | 2.64% | −130.0% | Reduced |
| Kestra Advisory Services, LLC | 43,324 | $7.55M | 0.08% | +4,554+11.7% | Added |
| Van Cleef Asset Management,Inc | 43,158 | $7.52M | 1.16% | −240−0.6% | Reduced |
| Financial Avengers, Inc. | 43,131 | $7.51M | 4.97% | +213+0.5% | Added |
| Amica Mutual Insurance Co | 43,108 | $7.51M | 0.85% | −7,219−14.3% | Reduced |
| Brown Brothers Harriman & Co | 42,844 | $7.46M | 0.06% | −977−2.2% | Reduced |
| NFC Investments, LLC | 42,682 | $7.43M | 2.45% | +505+1.2% | Added |
| Ironwood Investment Counsel, LLC | 42,573 | $7.42M | 1.67% | −160.0% | Reduced |
| Chemung Canal Trust Co | 42,282 | $7.37M | 1.58% | +155+0.4% | Added |
| La Banque Postale Asset Management SA | 42,064 | $7.33M | 0.17% | +4,736+12.7% | Added |
| Hartford Investment Management Co | 41,969 | $7.31M | 0.27% | −8,398−16.7% | Reduced |
| Andra AP-fonden | 41,948 | $7.31M | 0.18% | +9,100+27.7% | Added |
| Exchange Traded Concepts, LLC | 41,833 | $7.29M | 0.18% | −12,198−22.6% | Reduced |
| WoodTrust Financial Corp | 41,713 | $7.27M | 1.35% | +784+1.9% | Added |
| Cubic Asset Management, LLC | 41,505 | $7.23M | 1.95% | −635−1.5% | Reduced |
| Brookfield Asset Management Inc. | 41,071 | $7.15M | 0.03% | −14,663−26.3% | Reduced |
| Prudential PLC | 40,574 | $7.07M | 0.08% | −152−0.4% | Reduced |
| Tredje AP-fonden | 40,228 | $7.01M | 0.10% | −12,575−23.8% | Reduced |
| St Germain D J Co Inc | 40,155 | $7.00M | 0.37% | +40,155 | New |
| Choate Investment Advisors | 39,914 | $6.95M | 0.29% | +7,770+24.2% | Added |
| Shelter Mutual Insurance Co | 39,885 | $6.95M | 1.69% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 39,809 | $6.93M | 0.57% | −1,298−3.2% | Reduced |
| Diversified Trust Co | 39,548 | $6.89M | 0.25% | +446+1.1% | Added |
| Olstein Capital Management, L.P. | 39,000 | $6.79M | 1.10% | +8,000+25.8% | Added |
| Atria Investments LLC | 38,846 | $6.77M | 0.12% | −473−1.2% | Reduced |
| Morningstar Investment Services LLC | 39,356 | $6.75M | 0.09% | −193−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 38,306 | $6.67M | 0.67% | −5,191−11.9% | Reduced |
| Tiaa, FSB | 38,160 | $6.65M | 0.02% | +924+2.5% | Added |
| Commerzbank Aktiengesellschaft | 38,137 | $6.64M | 0.33% | +275+0.7% | Added |
| Cetera Investment Advisers | 38,061 | $6.63M | 0.06% | +2,340+6.6% | Added |
| Teamwork Financial Advisors, LLC | 37,925 | $6.61M | 1.07% | +3,673+10.7% | Added |
| Interval Partners, LP | 37,790 | $6.58M | 0.33% | −21,054−35.8% | Reduced |
| Hodges Capital Management Inc. | 30,172 | $6.57M | 0.38% | −3,364−10.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,621 | $6.55M | 0.22% | +230+0.6% | Added |
| Highland Capital Management, LLC | 37,585 | $6.55M | 0.43% | −520−1.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $6.53M | 0.62% | 00.0% | Unchanged |
| DCM Advisors, LLC | 37,342 | $6.50M | 2.79% | +280+0.8% | Added |
| GWM Advisors LLC | 37,219 | $6.48M | 0.07% | −3,420−8.4% | Reduced |
| Jacobs & Co | 36,890 | $6.43M | 0.76% | +2,319+6.7% | Added |
| Eastern Bank | 36,845 | $6.42M | 0.31% | +4,936+15.5% | Added |
| Louisiana State Employees Retirement System | 36,800 | $6.41M | 0.14% | −1,900−4.9% | Reduced |
| Pacer Advisors, Inc. | 36,757 | $6.40M | 0.03% | −352−0.9% | Reduced |
| Savant Capital, LLC | 36,584 | $6.37M | 0.10% | +24,397+200.2% | Added |
| NatWest Group plc | 36,574 | $6.37M | 3.31% | −2,394−6.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,412 | $6.34M | 2.67% | −400−1.1% | Reduced |
| Headinvest, LLC | 38,350 | $6.34M | 1.37% | −576−1.5% | Reduced |
| 1st Source Bank | 36,305 | $6.32M | 0.41% | −538−1.5% | Reduced |
| Winslow Asset Management Inc | 36,284 | $6.32M | 1.36% | −164−0.4% | Reduced |
| Asset Dedication, LLC | 35,970 | $6.27M | 0.53% | +793+2.3% | Added |
| Drexel Morgan & Co. | 35,918 | $6.26M | 1.62% | 00.0% | Unchanged |
| Central Trust Co | 35,884 | $6.25M | 0.17% | +5,268+17.2% | Added |
| Beacon Pointe Advisors, LLC | 35,766 | $6.23M | 0.10% | −17,941−33.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 35,593 | $6.20M | 0.10% | 00.0% | Unchanged |
| GDS Wealth Management | 35,543 | $6.19M | 1.01% | +1,800+5.3% | Added |
| Kestra Private Wealth Services, LLC | 35,310 | $6.15M | 0.21% | +3,789+12.0% | Added |
| Vident Investment Advisory, LLC | 35,317 | $6.15M | 0.21% | −18,498−34.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 34,643 | $6.03M | 5.98% | +1,360+4.1% | Added |
| Hudson Valley Investment Advisors Inc | 34,617 | $6.03M | 0.82% | +7,191+26.2% | Added |
| Meyer Handelman Co | 34,500 | $6.01M | 0.24% | 00.0% | Unchanged |
| SP Asset Management LLC | 34,416 | $6.00M | 0.67% | +226+0.7% | Added |
| Synovus Financial Corp | 34,232 | $5.96M | 0.07% | −387−1.1% | Reduced |
| Guardian Capital Advisors LP | 34,130 | $5.95M | 0.68% | −103−0.3% | Reduced |
| Girard Partners Ltd. | 34,041 | $5.93M | 0.63% | +1,248+3.8% | Added |
| Pacific Global Investment Management CO | 34,016 | $5.93M | 1.22% | −668−1.9% | Reduced |
| Edge Capital Group, LLC | 34,013 | $5.93M | 0.34% | +640+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 33,989 | $5.92M | 0.09% | −2,944−8.0% | Reduced |
| Oppenheimer Asset Management Inc. | 33,963 | $5.92M | 0.09% | +5,695+20.1% | Added |