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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 57,459 | $8.57M | 0.32% | +57,459 | New |
| Gulf International Bank (UK) Ltd | 57,793 | $8.62M | 0.24% | −6,008−9.4% | Reduced |
| Carret Asset Management, LLC | 57,835 | $8.63M | 1.20% | −283−0.5% | Reduced |
| Seizert Capital Partners, LLC | 58,075 | $8.66M | 0.46% | +284+0.5% | Added |
| Griffin Asset Management, Inc. | 58,706 | $8.76M | 1.24% | +55+0.1% | Added |
| Ethic Inc. | 58,708 | $8.76M | 0.31% | +4,265+7.8% | Added |
| Van Eck Associates Corp | 58,768 | $8.77M | 0.02% | −468−0.8% | Reduced |
| Point72 Middle East FZE | 58,899 | $8.79M | 0.53% | +58,899 | New |
| Oppenheimer & Co Inc | 58,921 | $8.79M | 0.18% | −13,795−19.0% | Reduced |
| Trexquant Investment LP | 59,193 | $8.83M | 0.22% | +59,193 | New |
| Matthew Goff Investment Advisor, LLC | 59,300 | $8.84M | 2.13% | +59+0.1% | Added |
| GHP Investment Advisors, Inc. | 58,738 | $8.88M | 0.54% | +689+1.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 59,998 | $8.95M | 0.20% | +5,000+9.1% | Added |
| Kingdon Capital Management, L.L.C. | 60,000 | $8.95M | 1.64% | +30,250+101.7% | Added |
| Bell Asset Management Ltd | 60,275 | $8.99M | 1.48% | +5,291+9.6% | Added |
| PEAK6 Investments LLC | 60,704 | $9.06M | 0.44% | +49,655+449.4% | Added |
| Choate Investment Advisors | 60,781 | $9.07M | 0.36% | +20,867+52.3% | Added |
| Polar Capital Holdings Plc | 61,309 | $9.15M | 0.07% | +61+0.1% | Added |
| QRG Capital Management, Inc. | 62,286 | $9.29M | 0.16% | +62,286 | New |
| Calamos Wealth Management LLC | 62,392 | $9.31M | 0.71% | −250.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 62,412 | $9.31M | 2.54% | −7,822−11.1% | Reduced |
| Northwest & Ethical Investments L.P. | 62,425 | $9.31M | 0.31% | −1,619−2.5% | Reduced |
| Anchor Capital Advisors LLC | 62,929 | $9.39M | 0.26% | −1,262−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 62,972 | $9.39M | 0.19% | −2,333−3.6% | Reduced |
| Banyan Capital Management, Inc. | 63,259 | $9.44M | 6.13% | −334−0.5% | Reduced |
| Shayne & Co., LLC | 64,362 | $9.60M | 3.20% | +18,712+41.0% | Added |
| GM Advisory Group, Inc. | 64,715 | $9.65M | 0.79% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 66,299 | $9.89M | 2.44% | −370−0.6% | Reduced |
| Lido Advisors, LLC | 66,453 | $9.91M | 0.11% | +35,544+115.0% | Added |
| Beacon Pointe Advisors, LLC | 66,568 | $9.93M | 0.12% | +30,802+86.1% | Added |
| Taurus Asset Management, LLC | 67,272 | $10.0M | 1.22% | −1,231−1.8% | Reduced |
| Willis Investment Counsel | 67,398 | $10.1M | 0.76% | −22,825−25.3% | Reduced |
| Silvercrest Asset Management Group LLC | 67,530 | $10.1M | 0.08% | +4,566+7.3% | Added |
| FORA Capital, LLC | 67,611 | $10.1M | 0.89% | +67,611 | New |
| Eagle Global Advisors LLC | 67,974 | $10.1M | 0.66% | −169−0.2% | Reduced |
| MAI Capital Management | 68,190 | $10.2M | 0.15% | −17,749−20.7% | Reduced |
| Parthenon LLC | 69,799 | $10.4M | 1.56% | +170+0.2% | Added |
| Wesleyan Assurance Society | 69,800 | $10.4M | 1.16% | −2,000−2.8% | Reduced |
| Nixon Capital, LLC | 70,830 | $10.6M | 5.87% | +541+0.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 70,970 | $10.6M | 0.02% | −696,218−90.7% | Reduced |
| Banco Santander, S.A. | 71,068 | $10.6M | 0.15% | −14,476−16.9% | Reduced |
| 2Xideas AG | 71,097 | $10.6M | 1.17% | +173+0.2% | Added |
| Agf Management Ltd | 71,430 | $10.7M | 0.08% | +71,430 | New |
| Nissay Asset Management Corp | 71,598 | $10.7M | 0.09% | +2,411+3.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 71,668 | $10.7M | 2.28% | +4,080+6.0% | Added |
| Cresset Asset Management, LLC | 71,931 | $10.7M | 0.07% | +3,424+5.0% | Added |
| Pathstone Family Office, LLC | 72,002 | $10.8M | 0.08% | +27,257+60.9% | Added |
| Whittier Trust Co | 73,410 | $11.0M | 0.19% | −358−0.5% | Reduced |
| Marco Investment Management LLC | 73,984 | $11.0M | 1.27% | +1,479+2.0% | Added |
| Holowesko Partners Ltd. | 74,200 | $11.1M | 4.89% | −32,400−30.4% | Reduced |
| Torray LLC | 74,201 | $11.1M | 1.95% | +400+0.5% | Added |
| Mercer Global Advisors Inc | 74,669 | $11.1M | 0.04% | −10,719−12.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 75,302 | $11.2M | 0.05% | +4,507+6.4% | Added |
| Great West Life Assurance Co | 76,716 | $11.4M | 0.03% | +70,609+1,156.2% | Added |
| Founders Capital Management, LLC | 77,602 | $11.6M | 2.63% | +2,046+2.7% | Added |
| ExodusPoint Capital Management, LP | 77,716 | $11.6M | 0.15% | +77,716 | New |
| Nippon Life Global Investors Americas, Inc. | 78,000 | $11.6M | 0.72% | +2,740+3.6% | Added |
| Narwhal Capital Management | 78,122 | $11.7M | 1.42% | −2,526−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 77,917 | $11.8M | 0.27% | +7,700+11.0% | Added |
| State of Alaska, Department of Revenue | 78,971 | $11.8M | 0.15% | −4,460−5.3% | Reduced |
| Baxter Bros Inc | 79,529 | $11.9M | 1.80% | +1,906+2.5% | Added |
| Cubist Systematic Strategies, LLC | 79,856 | $11.9M | 0.15% | +77,387+3,134.3% | Added |
| Cerity Partners LLC | 80,358 | $12.0M | 0.06% | −11,814−12.8% | Reduced |
| FIL Ltd | 80,747 | $12.0M | 0.01% | −6,020−6.9% | Reduced |
| Mutual of America Capital Management LLC | 81,447 | $12.2M | 0.15% | −4,096−4.8% | Reduced |
| LVM Capital Management Ltd | 81,739 | $12.2M | 1.72% | +3,495+4.5% | Added |
| Abner Herrman & Brock LLC | 82,572 | $12.3M | 1.89% | −38,830−32.0% | Reduced |
| Vontobel Holding Ltd. | 83,775 | $12.5M | 0.12% | +8,188+10.8% | Added |
| Clifford Capital Partners LLC | 84,815 | $12.7M | 3.69% | +4,331+5.4% | Added |
| Connors Investor Services Inc | 85,239 | $12.7M | 1.56% | +876+1.0% | Added |
| MML Investors Services, LLC | 86,527 | $12.9M | 0.07% | +3,189+3.8% | Added |
| Citizens Financial Group Inc | 87,012 | $13.0M | 0.53% | −3,761−4.1% | Reduced |
| AE Wealth Management LLC | 88,185 | $13.2M | 0.08% | +8,661+10.9% | Added |
| HM Payson & Co | 88,712 | $13.2M | 0.31% | −3,388−3.7% | Reduced |
| Yousif Capital Management, LLC | 89,388 | $13.3M | 0.17% | −4,642−4.9% | Reduced |
| Investment House LLC | 89,969 | $13.4M | 1.06% | +20,202+29.0% | Added |
| Fiduciary Trust Co | 90,252 | $13.5M | 0.25% | −310.0% | Reduced |
| Welch & Forbes LLC | 90,392 | $13.5M | 0.22% | −770−0.8% | Reduced |
| New York Life Investment Management LLC | 91,055 | $13.6M | 0.15% | −2,301−2.5% | Reduced |
| Chesley Taft & Associates LLC | 91,588 | $13.7M | 0.89% | −605−0.7% | Reduced |
| Xponance, Inc. | 93,989 | $14.0M | 0.19% | +1,861+2.0% | Added |
| HRT Financial LP | 95,029 | $14.2M | 0.14% | +85,414+888.3% | Added |
| Eminence Capital, LP | 95,241 | $14.2M | 0.28% | −2,751−2.8% | Reduced |
| Public Employees Retirement Association of Colorado | 96,717 | $14.4M | 0.07% | −4,664−4.6% | Reduced |
| Cantor Fitzgerald, L. P. | 97,399 | $14.5M | 0.39% | −47,742−32.9% | Reduced |
| Henshaw Capital LLC | 98,305 | $14.7M | 0.85% | +32,300+48.9% | Added |
| Steward Partners Investment Advisory, LLC | 98,591 | $14.7M | 0.23% | −6,861−6.5% | Reduced |
| Aquatic Capital Management LLC | 98,600 | $14.7M | 0.61% | +98,600 | New |
| Cobblestone Capital Advisors LLC | 99,243 | $14.8M | 1.10% | −1,606−1.6% | Reduced |
| Klingenstein Fields & Co LP | 101,673 | $15.2M | 0.74% | −15,088−12.9% | Reduced |
| Czech National Bank | 101,687 | $15.2M | 0.24% | +31,300+44.5% | Added |
| Utah Retirement Systems | 101,922 | $15.2M | 0.22% | +300+0.3% | Added |
| Bragg Financial Advisors, Inc | 103,503 | $15.4M | 0.82% | −1,146−1.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 103,863 | $15.5M | 0.21% | −2,100−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 104,047 | $15.5M | 0.28% | −457−0.4% | Reduced |
| Bartlett & Co. LLC | 104,047 | $15.5M | 0.28% | −457−0.4% | Reduced |
| Noesis Capital Mangement Corp | 104,414 | $15.6M | 4.09% | +3,461+3.4% | Added |
| Paralel Advisors LLC | 105,000 | $15.7M | 0.87% | 00.0% | Unchanged |
| AQR Capital Management LLC | 105,223 | $15.7M | 0.03% | −72,064−40.6% | Reduced |
| Brinker Capital Investments, LLC | 106,248 | $15.9M | 0.19% | −4,936−4.4% | Reduced |