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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q3 2023
Institutional positions in American Express Co as of Sep 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
- 2,003
- −17 vs. Q2 2023
- Shares held
- 612.3M
- −7.49M (−1.2%) vs. Q2 2023
- Total value
- $91.5B
- −$16.5B (−15.2%) vs. Q2 2023
- New holders
- 147
- 746 more added
- Sold out
- 164
- 745 more reduced
28 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,020 | $195.8B |
| Q1 2026 | 2,911 | $174.9B |
| Q4 2025 | 3,042 | $217.7B |
| Q3 2025 | 2,757 | $201.0B |
| Q2 2025 | 2,718 | $190.6B |
| Q1 2025 | 2,625 | $160.7B |
| Q4 2024 | 2,642 | $177.6B |
| Q3 2024 | 2,459 | $164.8B |
| Q2 2024 | 2,348 | $143.8B |
| Q1 2024 | 2,315 | $149.3B |
| Q4 2023 | 2,191 | $120.4B |
| Q3 2023 | 2,003 | $91.5B |
| Q2 2023 | 2,048 | $108.2B |
| Q1 2023 | 2,056 | $104.3B |
| Q4 2022 | 2,008 | $92.7B |
| Q3 2022 | 1,919 | $85.9B |
| Q2 2022 | 1,975 | $88.2B |
| Q1 2022 | 2,067 | $120.3B |
| Q4 2021 | 2,004 | $106.7B |
| Q3 2021 | 1,878 | $111.2B |
| Q2 2021 | 1,851 | $157.7B |
| Q1 2021 | 1,781 | $96.6B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $22.6B | 7.18% | 00.0% | Unchanged |
| Vanguard Group Inc | 46,862,268 | $6.99B | 0.17% | −560,742−1.2% | Reduced |
| BlackRock Inc. | 42,679,134 | $6.37B | 0.18% | −2,470,012−5.5% | Reduced |
| State Street Corp | 29,013,522 | $4.33B | 0.24% | −1,306,531−4.3% | Reduced |
| Wellington Management Group LLP | 20,354,361 | $3.04B | 0.61% | −2,779,702−12.0% | Reduced |
| JPMorgan Chase & Co | 17,458,563 | $2.60B | 0.30% | −610,475−3.4% | Reduced |
| Morgan Stanley | 13,001,142 | $1.94B | 0.20% | −56,880−0.4% | Reduced |
| Bank of America Corp | 12,455,592 | $1.86B | 0.23% | −53,670−0.4% | Reduced |
| Massachusetts Financial Services Co | 11,269,770 | $1.68B | 0.59% | −754,781−6.3% | Reduced |
| Geode Capital Management, LLC | 10,825,788 | $1.61B | 0.19% | +8,412+0.1% | Added |
| Fisher Asset Management, LLC | 10,433,866 | $1.56B | 0.88% | −1,088,188−9.4% | Reduced |
| Price T Rowe Associates Inc | 7,336,999 | $1.09B | 0.16% | +287,664+4.1% | Added |
| Northern Trust Corp | 6,953,460 | $1.04B | 0.20% | +41,443+0.6% | Added |
| Nuveen Asset Management, LLC | 6,713,577 | $1.00B | 0.35% | +321,526+5.0% | Added |
| Norges Bank | 6,645,541 | $991.4M | 0.20% | +12,596+0.2% | Added |
| Invesco Ltd. | 5,745,537 | $857.2M | 0.23% | −39,328−0.7% | Reduced |
| FMR LLC | 5,293,672 | $789.8M | 0.07% | −725,182−12.0% | Reduced |
| Bank of New York Mellon Corp | 5,139,623 | $766.8M | 0.17% | −136,631−2.6% | Reduced |
| Lazard Asset Management LLC | 4,928,644 | $735.3M | 1.00% | −169,410−3.3% | Reduced |
| Artisan Partners Limited Partnership | 4,359,058 | $650.3M | 1.11% | −124,102−2.8% | Reduced |
| Janus Henderson Group PLC | 4,305,985 | $642.4M | 0.42% | −13,014−0.3% | Reduced |
| Legal & General Group Plc | 4,140,616 | $617.7M | 0.22% | −194,589−4.5% | Reduced |
| Goldman Sachs Group Inc | 4,019,189 | $599.6M | 0.15% | +195,699+5.1% | Added |
| Rothschild & Co Wealth Management UK Ltd | 3,572,743 | $533.0M | 9.39% | +67,575+1.9% | Added |
| UBS Asset Management Americas Inc | 3,569,110 | $532.5M | 0.24% | +213,484+6.4% | Added |
| Longview Partners (Guernsey) LTD | 3,478,146 | $518.9M | 3.68% | +11,212+0.3% | Added |
| Alliancebernstein L.P. | 3,438,199 | $512.9M | 0.22% | +469,825+15.8% | Added |
| Charles Schwab Investment Management Inc | 3,171,581 | $473.2M | 0.14% | −31,210−1.0% | Reduced |
| Dimensional Fund Advisors LP | 2,998,823 | $447.4M | 0.15% | −16,864−0.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,923,742 | $436.2M | 0.85% | +1,055,104+56.5% | Added |
| First Eagle Investment Management, LLC | 2,603,959 | $388.5M | 1.02% | −43,186−1.6% | Reduced |
| UBS Group AG | 2,109,893 | $314.8M | 0.14% | −334,242−13.7% | Reduced |
| Amundi | 2,021,209 | $305.4M | 0.15% | +112,128+5.9% | Added |
| Swiss National Bank | 2,031,979 | $303.2M | 0.24% | −250,900−11.0% | Reduced |
| Deutsche Bank AG | 1,969,399 | $293.8M | 0.19% | −119,680−5.7% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,925,095 | $287.2M | 1.70% | +139,954+7.8% | Added |
| Ameriprise Financial Inc | 1,954,957 | $284.1M | 0.09% | −243,876−11.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,831,821 | $273.3M | 0.22% | −41,666−2.2% | Reduced |
| Barclays PLC | 1,800,045 | $268.5M | 0.17% | +102,977+6.1% | Added |
| Sustainable Growth Advisers, LP | 1,778,928 | $265.4M | 1.35% | −5,577−0.3% | Reduced |
| Smead Capital Management, Inc. | 1,758,208 | $262.3M | 5.35% | −60,484−3.3% | Reduced |
| Royal Bank of Canada | 1,757,238 | $262.2M | 0.08% | −352,000−16.7% | Reduced |
| Standard Life Aberdeen plc | 1,690,904 | $252.3M | 0.64% | +1,000+0.1% | Added |
| First Trust Advisors LP | 1,601,273 | $238.9M | 0.28% | +544,466+51.5% | Added |
| HSBC Holdings PLC | 1,598,147 | $238.7M | 0.26% | +117,937+8.0% | Added |
| Wells Fargo & Company | 1,582,864 | $236.1M | 0.07% | −30,091−1.9% | Reduced |
| Nordea Investment Management AB | 1,472,531 | $221.3M | 0.31% | −25,968−1.7% | Reduced |
| TD Asset Management Inc | 1,480,157 | $220.8M | 0.27% | +21,876+1.5% | Added |
| Qube Research & Technologies Ltd | 1,466,652 | $218.8M | 0.65% | +923,526+170.0% | Added |
| Maj Invest Holding A/S | 1,421,771 | $212.1M | 5.66% | −78,216−5.2% | Reduced |
| Boston Partners | 1,413,078 | $210.5M | 0.29% | +1,413,078 | New |
| Holocene Advisors, LP | 1,391,348 | $207.6M | 0.93% | +1,039,843+295.8% | Added |
| AXA S.A. | 1,345,880 | $200.8M | 0.71% | −30,280−2.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,323,363 | $197.4M | 0.75% | −62,010−4.5% | Reduced |
| Credit Suisse AG | 1,311,384 | $195.6M | 0.20% | +23,460+1.8% | Added |
| D. E. Shaw & Co., Inc. | 1,295,892 | $193.3M | 0.32% | −648,153−33.3% | Reduced |
| Clearbridge Investments, LLC | 1,222,185 | $182.3M | 0.18% | −10,158−0.8% | Reduced |
| Rhumbline Advisers | 1,197,384 | $178.6M | 0.21% | +7,074+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,178,917 | $175.9M | 0.83% | +77,677+7.1% | Added |
| CI Private Wealth, LLC | 1,156,559 | $172.6M | 0.40% | +91,348+8.6% | Added |
| Pictet Asset Management Holding SA | 1,156,041 | $172.5M | 0.21% | +1,156,041 | New |
| American Century Companies Inc | 1,124,679 | $167.8M | 0.13% | −128,036−10.2% | Reduced |
| California Public Employees Retirement System | 1,105,262 | $164.9M | 0.14% | +14,510+1.3% | Added |
| The PNC Financial Services Group, Inc. | 1,058,857 | $158.0M | 0.14% | −12,581−1.2% | Reduced |
| Schroder Investment Management Group | 1,058,715 | $157.9M | 0.23% | −66,696−5.9% | Reduced |
| Troy Asset Management Ltd | 1,037,973 | $154.9M | 4.87% | −7,946−0.8% | Reduced |
| National Pension Service | 1,002,299 | $151.5M | 0.24% | +23,709+2.4% | Added |
| California State Teachers Retirement System | 995,551 | $148.5M | 0.23% | −38,310−3.7% | Reduced |
| Timucuan Asset Management Inc | 992,675 | $148.1M | 5.94% | −612−0.1% | Reduced |
| Davis Selected Advisers | 932,300 | $139.1M | 0.87% | −17,768−1.9% | Reduced |
| Squarepoint Ops LLC | 921,755 | $137.5M | 0.67% | +689,403+296.7% | Added |
| New York State Common Retirement Fund | 914,937 | $136.5M | 0.20% | −333,113−26.7% | Reduced |
| Franklin Resources Inc | 908,436 | $135.5M | 0.07% | −349,833−27.8% | Reduced |
| Bank of Montreal | 826,884 | $135.5M | 0.05% | +16,823+2.1% | Added |
| State of Wisconsin Investment Board | 893,735 | $133.3M | 0.42% | +19,694+2.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 883,832 | $131.9M | 0.27% | +59,394+7.2% | Added |
| Waverton Investment Management Ltd | 871,957 | $130.1M | 3.76% | +34,298+4.1% | Added |
| Susquehanna International Group, LLP | 840,479 | $125.4M | 0.19% | +592,972+239.6% | Added |
| Gabelli Funds LLC | 834,408 | $124.5M | 1.01% | −9,000−1.1% | Reduced |
| Citadel Advisors LLC | 821,212 | $122.5M | 0.13% | −37,910−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 814,170 | $121.5M | 0.27% | +233,621+40.2% | Added |
| Two Sigma Investments, LP | 784,551 | $117.0M | 0.33% | +771,851+6,077.6% | Added |
| Toronto Dominion Bank | 776,030 | $115.8M | 0.10% | −455,650−37.0% | Reduced |
| Canada Pension Plan Investment Board | 748,617 | $111.7M | 0.16% | −3,680−0.5% | Reduced |
| Quilter Plc | 107,803 | $107.6M | 0.42% | +9,369+9.5% | Added |
| Blair William & Co | 710,686 | $106.0M | 0.41% | +10,130+1.4% | Added |
| Thrivent Financial for Lutherans | 690,562 | $103.0M | 0.24% | +109,629+18.9% | Added |
| Ci Investments Inc. | 683,399 | $102.0M | 0.57% | −91,617−11.8% | Reduced |
| Canoe Financial LP | 495,380 | $100.4M | 2.80% | +495,380 | New |
| Kovitz Investment Group Partners, LLC | 667,694 | $99.6M | 1.79% | −71,432−9.7% | Reduced |
| Envestnet Asset Management Inc | 666,027 | $99.4M | 0.05% | +167,332+33.6% | Added |
| King Luther Capital Management Corp | 661,950 | $98.8M | 0.51% | +3,161+0.5% | Added |
| Natixis Advisors, L.P. | 660,628 | $98.6M | 0.30% | −29,161−4.2% | Reduced |
| Macquarie Group Ltd | 656,744 | $98.0M | 0.12% | −9,779−1.5% | Reduced |
| Douglas Lane & Associates, LLC | 654,265 | $97.6M | 1.64% | −8,761−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 653,354 | $97.5M | 1.13% | −42,364−6.1% | Reduced |
| Principal Financial Group Inc | 652,058 | $97.3M | 0.07% | −25,537−3.8% | Reduced |
| Epoch Investment Partners, Inc. | 650,332 | $97.0M | 0.62% | +2,266+0.3% | Added |
| Parnassus Investments | 642,639 | $95.9M | 0.23% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 621,915 | $92.8M | 0.22% | −45,308−6.8% | Reduced |