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, 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
- 611.5M
- −7.09M (−1.1%) vs. Q2 2023
- Total value
- $91.3B
- −$16.4B (−15.2%) vs. Q2 2023
- New holders
- 147
- 745 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 | 3,022 | $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, 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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 23,827 | $3.55M | 0.19% | −595−2.4% | Reduced |
| Concentric Wealth Management, LLC | 23,879 | $3.56M | 1.18% | −60.0% | Reduced |
| GYL Financial Synergies, LLC | 23,987 | $3.58M | 0.35% | +242+1.0% | Added |
| Greenwood Capital Associates LLC | 24,041 | $3.59M | 0.52% | −257−1.1% | Reduced |
| Wetherby Asset Management Inc | 24,069 | $3.59M | 0.20% | −233−1.0% | Reduced |
| Metropolitan Life Insurance Co | 24,072 | $3.59M | 0.19% | −1,840−7.1% | Reduced |
| GTS Securities LLC | 24,103 | $3.60M | 0.07% | +24,103 | New |
| Trinity Legacy Partners, LLC | 24,120 | $3.60M | 1.24% | +1,133+4.9% | Added |
| Qsemble Capital Management, LP | 24,300 | $3.63M | 0.68% | +24,300 | New |
| Cullen Capital Management LLC | 24,337 | $3.63M | 0.04% | −2,170−8.2% | Reduced |
| Fundamentun, LLC | 24,526 | $3.66M | 0.55% | +1,947+8.6% | Added |
| Bleichroeder LP | 25,000 | $3.73M | 0.92% | 00.0% | Unchanged |
| Roundview Capital LLC | 25,128 | $3.75M | 0.38% | −140−0.6% | Reduced |
| Adalta Capital Management LLC | 25,230 | $3.76M | 2.56% | 00.0% | Unchanged |
| Credit Agricole S A | 25,236 | $3.76M | 0.12% | +8,559+51.3% | Added |
| Birmingham Capital Management Co Inc | 25,299 | $3.77M | 1.56% | +1,010+4.2% | Added |
| Kingfisher Capital LLC | 25,358 | $3.78M | 1.03% | +90+0.4% | Added |
| Garda Capital Partners LP | 25,360 | $3.78M | 2.40% | +25,360 | New |
| Bayesian Capital Management, LP | 25,500 | $3.80M | 0.43% | +25,500 | New |
| Warren Averett Asset Management, LLC | 25,543 | $3.81M | 0.17% | +12,752+99.7% | Added |
| Foster Group, Inc. | 25,780 | $3.85M | 0.24% | +67+0.3% | Added |
| Banque Cantonale Vaudoise | 25,811 | $3.85M | 0.19% | +327+1.3% | Added |
| AMG National Trust Bank | 25,970 | $3.87M | 0.14% | −699−2.6% | Reduced |
| Sandhill Capital Partners LLC | 26,096 | $3.89M | 0.36% | +760+3.0% | Added |
| Wellington Shields Capital Management, LLC | 26,187 | $3.91M | 0.52% | +152+0.6% | Added |
| CenterBook Partners LP | 26,273 | $3.92M | 0.49% | +17,044+184.7% | Added |
| Avitas Wealth Management LLC | 26,322 | $3.93M | 0.75% | −112−0.4% | Reduced |
| Silvant Capital Management LLC | 26,482 | $3.95M | 0.24% | −772−2.8% | Reduced |
| Trust Co of Vermont | 26,602 | $3.97M | 0.27% | −602−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,682 | $3.98M | 0.21% | +3,048+12.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $4.03M | 0.05% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 27,022 | $4.03M | 0.49% | +602+2.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,169 | $4.05M | 0.47% | +54+0.2% | Added |
| GMT Capital Corp | 27,200 | $4.06M | 0.15% | −6,300−18.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 27,460 | $4.10M | 0.54% | +1,234+4.7% | Added |
| Boyd Watterson Asset Management LLC | 27,977 | $4.17M | 1.82% | −76−0.3% | Reduced |
| Bokf, NA | 28,694 | $4.19M | 0.09% | +5,241+22.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 28,176 | $4.20M | 0.05% | −5,725−16.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 28,232 | $4.21M | 0.10% | +1,975+7.5% | Added |
| Wedbush Securities Inc | 28,283 | $4.22M | 0.21% | −3,326−10.5% | Reduced |
| Bouvel Investment Partners, LLC | 28,324 | $4.23M | 2.28% | +352+1.3% | Added |
| Hendershot Investments Inc. | 28,559 | $4.26M | 0.71% | −31−0.1% | Reduced |
| GFS Advisors, LLC | 28,690 | $4.28M | 0.67% | +2,695+10.4% | Added |
| D.A. Davidson & Co. | 28,693 | $4.28M | 0.05% | +5,212+22.2% | Added |
| Coastal Investment Advisors, Inc. | 24,637 | $4.29M | 0.99% | −355−1.4% | Reduced |
| E. Ohman J:or Asset Management AB | 29,000 | $4.33M | 0.16% | +100+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 29,242 | $4.36M | 1.50% | −2,449−7.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 29,269 | $4.37M | 1.29% | −1,083−3.6% | Reduced |
| Seven Eight Capital, LP | 29,286 | $4.37M | 0.51% | +29,286 | New |
| Ceera Investments, LLC | 29,308 | $4.37M | 2.38% | +8,347+39.8% | Added |
| Mirova | 29,334 | $4.38M | 0.88% | −2,215−7.0% | Reduced |
| Long Corridor Asset Management Ltd | 30,000 | $4.48M | 3.92% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 30,207 | $4.51M | 0.22% | +3,983+15.2% | Added |
| First Interstate Bank | 30,209 | $4.51M | 0.39% | −1,818−5.7% | Reduced |
| Assenagon Asset Management S.A. | 30,317 | $4.52M | 0.02% | +12,088+66.3% | Added |
| Synovus Financial Corp | 30,703 | $4.58M | 0.05% | −3,529−10.3% | Reduced |
| Wright Investors Service Inc | 30,731 | $4.58M | 1.33% | +4,444+16.9% | Added |
| Two Sigma Securities, LLC | 30,734 | $4.59M | 0.21% | +1,144+3.9% | Added |
| Oppenheimer Asset Management Inc. | 30,783 | $4.59M | 0.07% | −3,180−9.4% | Reduced |
| Stratos Wealth Partners, LTD. | 30,789 | $4.59M | 0.10% | +2,892+10.4% | Added |
| Erste Asset Management GmbH | 30,713 | $4.61M | 0.08% | +324+1.1% | Added |
| New Mexico Educational Retirement Board | 30,963 | $4.62M | 0.20% | +2,000+6.9% | Added |
| Clearstead Advisors, LLC | 30,999 | $4.62M | 0.28% | −40.0% | Reduced |
| Rheos Capital Works Inc. | 31,000 | $4.63M | 0.28% | +31,000 | New |
| Putnam Investments LLC | 31,270 | $4.67M | 0.01% | −390−1.2% | Reduced |
| Pavion Blue Capital, LLC | 31,363 | $4.68M | 2.84% | −84−0.3% | Reduced |
| Arcadia Investment Management Corp | 31,456 | $4.69M | 0.99% | −40−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $4.71M | 0.72% | 00.0% | Unchanged |
| Heritage Trust Co | 31,778 | $4.74M | 0.74% | −1,095−3.3% | Reduced |
| Stokes Capital Advisors, LLC | 31,933 | $4.76M | 1.66% | +5,750+22.0% | Added |
| Ossiam | 32,159 | $4.80M | 0.08% | +13,970+76.8% | Added |
| Legacy Trust | 32,722 | $4.88M | 1.42% | +536+1.7% | Added |
| Pacific Global Investment Management CO | 32,807 | $4.89M | 1.08% | −1,209−3.6% | Reduced |
| PGGM Investments | 32,841 | $4.90M | 0.08% | +209+0.6% | Added |
| Prio Wealth Limited Partnership | 33,128 | $4.94M | 0.19% | −124−0.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,239 | $4.96M | 1.91% | −500−1.5% | Reduced |
| Bessemer Group Inc | 33,244 | $4.96M | 0.01% | −338−1.0% | Reduced |
| Power Corp of Canada | 33,267 | $4.96M | 0.31% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 33,578 | $5.01M | 1.18% | +743+2.3% | Added |
| Silicon Valley Capital Partners | 33,688 | $5.03M | 0.94% | +10,889+47.8% | Added |
| Independent Advisor Alliance | 33,808 | $5.04M | 0.23% | +803+2.4% | Added |
| Searle & Co. | 34,090 | $5.09M | 1.73% | 00.0% | Unchanged |
| Unison Asset Management LLC | 34,094 | $5.09M | 3.35% | +1,408+4.3% | Added |
| LGT Group Foundation | 34,111 | $5.10M | 0.13% | +1,187+3.6% | Added |
| Rodgers Brothers Inc. | 34,233 | $5.11M | 0.87% | +2,955+9.4% | Added |
| Guardian Capital Advisors LP | 33,940 | $5.14M | 0.58% | −190−0.6% | Reduced |
| Meyer Handelman Co | 34,500 | $5.15M | 0.21% | 00.0% | Unchanged |
| SP Asset Management LLC | 34,531 | $5.15M | 0.58% | +115+0.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35,223 | $5.26M | 5.48% | +580+1.7% | Added |
| Highland Capital Management, LLC | 35,248 | $5.26M | 0.36% | −2,337−6.2% | Reduced |
| Advisor Partners II, LLC | 35,372 | $5.28M | 0.21% | +5,183+17.2% | Added |
| Girard Partners Ltd. | 35,444 | $5.29M | 0.60% | +1,403+4.1% | Added |
| Atlantic Union Bankshares Corp | 35,571 | $5.31M | 0.54% | −2,735−7.1% | Reduced |
| Winslow Asset Management Inc | 35,700 | $5.33M | 1.23% | −584−1.6% | Reduced |
| Drexel Morgan & Co. | 35,918 | $5.36M | 1.46% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 36,000 | $5.37M | 0.12% | −800−2.2% | Reduced |
| 1st Source Bank | 36,065 | $5.38M | 0.37% | −240−0.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 36,074 | $5.38M | 0.09% | +481+1.4% | Added |
| Asset Dedication, LLC | 36,012 | $5.39M | 0.46% | +42+0.1% | Added |
| Eastern Bank | 36,141 | $5.39M | 0.27% | −704−1.9% | Reduced |