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
- 2,002
- −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
- 744 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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 36,405 | $5.43M | 0.17% | +1,095+3.1% | Added |
| Whittier Trust Co of Nevada Inc | 36,633 | $5.47M | 0.19% | −988−2.6% | Reduced |
| Cubic Asset Management, LLC | 37,320 | $5.57M | 1.53% | −4,185−10.1% | Reduced |
| DCM Advisors, LLC | 37,345 | $5.57M | 2.52% | +30.0% | Added |
| Radnor Capital Management, LLC | 37,416 | $5.58M | 1.11% | +37,416 | New |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $5.60M | 0.52% | 00.0% | Unchanged |
| Savant Capital, LLC | 37,520 | $5.60M | 0.08% | +936+2.6% | Added |
| O'Shaughnessy Asset Management, LLC | 37,581 | $5.61M | 0.08% | +3,592+10.6% | Added |
| Pacer Advisors, Inc. | 37,645 | $5.62M | 0.02% | +888+2.4% | Added |
| Readystate Asset Management LP | 37,707 | $5.63M | 0.47% | +37,707 | New |
| Commerzbank Aktiengesellschaft | 38,004 | $5.67M | 0.27% | −133−0.3% | Reduced |
| Headinvest, LLC | 38,227 | $5.71M | 1.24% | −123−0.3% | Reduced |
| NatWest Group plc | 38,516 | $5.75M | 3.00% | +1,942+5.3% | Added |
| Hudson Valley Investment Advisors Inc | 38,742 | $5.78M | 0.81% | +4,125+11.9% | Added |
| Norinchukin Bank, The | 38,820 | $5.79M | 0.14% | −33,796−46.5% | Reduced |
| Jacobs & Co | 38,864 | $5.80M | 0.72% | +1,974+5.4% | Added |
| Olstein Capital Management, L.P. | 39,000 | $5.82M | 1.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 39,038 | $5.82M | 0.33% | −1,117−2.8% | Reduced |
| GDS Wealth Management | 39,542 | $5.90M | 0.93% | +3,999+11.3% | Added |
| Dorsey & Whitney Trust CO LLC | 39,565 | $5.90M | 0.51% | −244−0.6% | Reduced |
| Tudor Investment Corp Et Al | 39,834 | $5.94M | 0.09% | +31,604+384.0% | Added |
| Shelter Mutual Insurance Co | 39,885 | $5.95M | 1.66% | 00.0% | Unchanged |
| Hartford Investment Management Co | 39,909 | $5.95M | 0.24% | −2,060−4.9% | Reduced |
| Central Trust Co | 40,097 | $5.98M | 0.17% | +4,213+11.7% | Added |
| Morningstar Investment Services LLC | 39,896 | $5.99M | 0.08% | +540+1.4% | Added |
| Teamwork Financial Advisors, LLC | 40,702 | $6.07M | 0.99% | +2,777+7.3% | Added |
| Brookstone Capital Management | 40,808 | $6.11M | 0.13% | +24,360+148.1% | Added |
| Tiaa Trust, National Association | 40,941 | $6.11M | 0.02% | +40,941 | New |
| Tredje AP-fonden | 41,005 | $6.12M | 0.09% | +777+1.9% | Added |
| WoodTrust Financial Corp | 41,057 | $6.13M | 1.17% | −656−1.6% | Reduced |
| Lighthouse Investment Partners, LLC | 41,200 | $6.15M | 0.36% | +41,200 | New |
| Allspring Global Investments Holdings, LLC | 41,500 | $6.19M | 0.01% | −7,611−15.5% | Reduced |
| Securian Asset Management, Inc | 41,750 | $6.23M | 0.19% | −7,386−15.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,761 | $6.23M | 0.29% | −1,824−4.2% | Reduced |
| APG Asset Management N.V. | 41,799 | $6.24M | 0.01% | −45,100−51.9% | Reduced |
| Ironwood Investment Counsel, LLC | 42,179 | $6.29M | 1.49% | −394−0.9% | Reduced |
| Van Cleef Asset Management,Inc | 43,075 | $6.43M | 1.01% | −83−0.2% | Reduced |
| Amica Mutual Insurance Co | 43,108 | $6.43M | 0.76% | 00.0% | Unchanged |
| Family Capital Trust Co | 43,382 | $6.47M | 2.29% | −76−0.2% | Reduced |
| Cornerstone Advisors, LLC | 43,800 | $6.53M | 0.30% | +29,000+195.9% | Added |
| Tower Research Capital LLC (TRC) | 43,970 | $6.56M | 0.21% | +10,448+31.2% | Added |
| Chemung Canal Trust Co | 44,011 | $6.57M | 1.51% | +1,729+4.1% | Added |
| Financial Avengers, Inc. | 44,072 | $6.58M | 4.40% | +941+2.2% | Added |
| Kinneret Advisory, LLC | 44,074 | $6.58M | 0.81% | −26−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 44,386 | $6.62M | 0.19% | +2,553+6.1% | Added |
| Verition Fund Management LLC | 44,429 | $6.63M | 0.09% | +41,969+1,706.1% | Added |
| Diversified Trust Co | 44,816 | $6.69M | 0.25% | +5,268+13.3% | Added |
| Prudential PLC | 44,881 | $6.70M | 0.08% | +4,307+10.6% | Added |
| Brown Brothers Harriman & Co | 44,926 | $6.70M | 0.06% | +2,082+4.9% | Added |
| Engineers Gate Manager LP | 44,990 | $6.71M | 0.25% | +38,388+581.5% | Added |
| Oregon Public Employees Retirement Fund | 45,049 | $6.72M | 0.09% | −1,221−2.6% | Reduced |
| Maryland State Retirement & Pension System | 45,570 | $6.80M | 0.16% | +372+0.8% | Added |
| Panagora Asset Management Inc | 45,807 | $6.83M | 0.04% | −297,060−86.6% | Reduced |
| Illinois Municipal Retirement Fund | 45,824 | $6.84M | 0.13% | −617−1.3% | Reduced |
| Sirios Capital Management L P | 45,892 | $6.85M | 1.30% | −48,452−51.4% | Reduced |
| Kentucky Retirement Systems | 45,945 | $6.85M | 0.24% | −1,862−3.9% | Reduced |
| Meitav Dash Investments Ltd | 46,083 | $6.93M | 0.11% | −265,722−85.2% | Reduced |
| La Banque Postale Asset Management SA | 46,660 | $6.96M | 0.15% | +4,596+10.9% | Added |
| Assetmark, Inc | 47,517 | $7.09M | 0.03% | −936−1.9% | Reduced |
| Neville Rodie & Shaw Inc | 48,199 | $7.19M | 0.64% | −150−0.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 48,244 | $7.20M | 2.40% | +3,330+7.4% | Added |
| Federated Hermes, Inc. | 48,314 | $7.21M | 0.02% | −115−0.2% | Reduced |
| Kestra Advisory Services, LLC | 48,507 | $7.24M | 0.07% | +5,183+12.0% | Added |
| Grimes & Company, Inc. | 48,715 | $7.27M | 0.28% | +40,494+492.6% | Added |
| Stanley Capital Management, LLC | 48,830 | $7.28M | 1.94% | 00.0% | Unchanged |
| Atria Investments LLC | 48,931 | $7.30M | 0.13% | +10,085+26.0% | Added |
| Private Advisor Group, LLC | 49,299 | $7.35M | 0.07% | +3,661+8.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 49,374 | $7.37M | 0.11% | −25,350−33.9% | Reduced |
| Martin Investment Management, LLC | 49,898 | $7.44M | 2.23% | −2,189−4.2% | Reduced |
| Cetera Investment Advisers | 50,071 | $7.47M | 0.06% | +12,010+31.6% | Added |
| Sprucegrove Investment Management Ltd | 50,097 | $7.47M | 0.47% | −2,457−4.7% | Reduced |
| Guggenheim Capital LLC | 50,443 | $7.53M | 0.06% | −4,144−7.6% | Reduced |
| Sky Investment Group LLC | 50,590 | $7.55M | 1.71% | +911+1.8% | Added |
| Argent Trust Co | 50,654 | $7.56M | 0.41% | −342−0.7% | Reduced |
| Stansberry Asset Management, LLC | 50,946 | $7.60M | 1.33% | +3,511+7.4% | Added |
| Atria Wealth Solutions, Inc. | 51,159 | $7.63M | 0.11% | +4,573+9.8% | Added |
| Perennial Advisors, LLC | 51,270 | $7.65M | 2.06% | +562+1.1% | Added |
| JustInvest LLC | 52,292 | $7.80M | 0.23% | +497+1.0% | Added |
| Davenport & Co LLC | 52,328 | $7.81M | 0.06% | −1,085−2.0% | Reduced |
| Perigon Wealth Management, LLC | 52,486 | $7.83M | 0.32% | +4,712+9.9% | Added |
| Elo Mutual Pension Insurance Co | 52,875 | $7.89M | 0.24% | +829+1.6% | Added |
| Point72 Asset Management, L.P. | 52,943 | $7.90M | 0.03% | −19,832−27.3% | Reduced |
| Cetera Advisor Networks LLC | 53,676 | $8.01M | 0.05% | −1,588−2.9% | Reduced |
| Ofi Invest Asset Management | 57,345 | $8.08M | 0.29% | +57,345 | New |
| Eagle Rock Investment Company, LLC | 54,201 | $8.09M | 1.83% | −1,081−2.0% | Reduced |
| Wealthfront Advisers LLC | 54,252 | $8.09M | 0.03% | −2,146−3.8% | Reduced |
| Intech Investment Management LLC | 54,741 | $8.17M | 0.12% | −30,464−35.8% | Reduced |
| HB Wealth Management, LLC | 54,984 | $8.20M | 0.13% | +2,197+4.2% | Added |
| Strategic Wealth Designers | 54,993 | $8.20M | 1.49% | +7,304+15.3% | Added |
| Sandy Spring Bank | 55,210 | $8.24M | 0.46% | −1,224−2.2% | Reduced |
| Mackenzie Financial Corp | 56,982 | $8.27M | 0.01% | −486−0.8% | Reduced |
| Hi-Line Capital Management, LLC | 55,548 | $8.29M | 3.05% | −152−0.3% | Reduced |
| CBOE Vest Financial, LLC | 56,158 | $8.38M | 0.46% | +25,829+85.2% | Added |
| GWM Advisors LLC | 56,177 | $8.38M | 0.09% | +18,958+50.9% | Added |
| Rice Partnership, LLC | 56,300 | $8.40M | 2.38% | +1,142+2.1% | Added |
| Redwood Grove Capital, LLC | 56,329 | $8.40M | 3.37% | +5,582+11.0% | Added |
| Bank of Nova Scotia | 56,337 | $8.40M | 0.02% | +5,735+11.3% | Added |
| Peapack Gladstone Financial Corp | 56,353 | $8.41M | 0.16% | −828−1.4% | Reduced |
| CIBC World Markets Inc. | 56,674 | $8.46M | 0.03% | +6,735+13.5% | Added |
| British Columbia Investment Management Corp | 57,443 | $8.57M | 0.08% | +290+0.5% | Added |