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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 106,248 | $15.9M | 0.19% | −4,936−4.4% | Reduced |
| SG Americas Securities, LLC | 107,754 | $16.1M | 0.22% | +19,303+21.8% | Added |
| Two Sigma Advisers, LP | 109,800 | $16.4M | 0.04% | +52,200+90.6% | Added |
| Tocqueville Asset Management L.P. | 110,285 | $16.5M | 0.31% | +2,829+2.6% | Added |
| Maple Capital Management, Inc. | 110,890 | $16.5M | 1.89% | +632+0.6% | Added |
| Cullinan Associates Inc | 111,823 | $16.7M | 0.97% | +10,926+10.8% | Added |
| Interval Partners, LP | 112,882 | $16.8M | 0.69% | +75,092+198.7% | Added |
| Tweedy, Browne Co LLC | 113,719 | $17.0M | 0.91% | −5,610−4.7% | Reduced |
| CIBC Asset Management Inc | 113,849 | $17.0M | 0.07% | −5,418−4.5% | Reduced |
| Abn Amro Investment Solutions | 114,629 | $17.1M | 0.33% | +5,213+4.8% | Added |
| United Services Automobile Association | 115,356 | $17.2M | 0.43% | +1,020+0.9% | Added |
| Capital Investment Advisors, LLC | 115,732 | $17.3M | 0.48% | +112,101+3,087.3% | Added |
| Factory Mutual Insurance Co | 115,900 | $17.3M | 0.24% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,982 | $17.5M | 0.14% | +13,283+12.8% | Added |
| Swiss Life Asset Management Ltd | 118,438 | $17.7M | 0.27% | +1,033+0.9% | Added |
| Mariner, LLC | 118,604 | $17.7M | 0.05% | −2,058−1.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 118,948 | $17.7M | 0.74% | +272+0.2% | Added |
| Chilton Capital Management LLC | 118,953 | $17.7M | 1.00% | +6,001+5.3% | Added |
| Boston Common Asset Management, LLC | 119,971 | $17.9M | 0.43% | +4,573+4.0% | Added |
| Texas Permanent School Fund | 120,187 | $17.9M | 0.17% | −4,467−3.6% | Reduced |
| Natixis | 120,928 | $18.0M | 0.14% | +113,208+1,466.4% | Added |
| Equitable Trust Co | 121,544 | $18.1M | 1.50% | −348−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 122,179 | $18.2M | 0.74% | +222+0.2% | Added |
| Braun Stacey Associates Inc | 122,343 | $18.3M | 0.89% | −1,485−1.2% | Reduced |
| Colony Group LLC | 122,505 | $18.3M | 0.27% | −2,891−2.3% | Reduced |
| DnB Asset Management AS | 124,718 | $18.6M | 0.11% | +4,622+3.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 124,914 | $18.6M | 0.12% | −1,063−0.8% | Reduced |
| Greatmark Investment Partners, Inc. | 125,347 | $18.7M | 3.31% | −1,449−1.1% | Reduced |
| Stewart & Patten Co LLC | 125,413 | $18.7M | 3.25% | +3,844+3.2% | Added |
| Daiwa Securities Group Inc. | 123,809 | $18.8M | 0.13% | +6,040+5.1% | Added |
| Mill Capital Management, LLC | 127,309 | $19.0M | 1.86% | +317+0.2% | Added |
| United Capital Financial Advisers, LLC | 127,593 | $19.0M | 0.12% | −15,836−11.0% | Reduced |
| IFM Investors Pty Ltd | 128,780 | $19.2M | 0.25% | +5,209+4.2% | Added |
| Creative Planning | 128,850 | $19.2M | 0.03% | +5,460+4.4% | Added |
| Foster Dykema Cabot & Co Inc | 131,566 | $19.6M | 2.37% | −155−0.1% | Reduced |
| USS Investment Management Ltd | 131,832 | $19.7M | 0.22% | +10,605+8.7% | Added |
| CIBC World Markets Corp | 132,970 | $19.8M | 0.19% | −30,302−18.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 134,935 | $20.1M | 1.99% | +307+0.2% | Added |
| Destination Wealth Management | 136,585 | $20.4M | 0.79% | +790+0.6% | Added |
| Commerce Bank | 137,684 | $20.5M | 0.16% | −1,570−1.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 138,490 | $20.7M | 1.34% | −13,038−8.6% | Reduced |
| Dana Investment Advisors, Inc. | 139,325 | $20.8M | 1.06% | +122+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 140,954 | $21.0M | 0.06% | +8,009+6.0% | Added |
| Kiltearn Partners LLP | 141,923 | $21.2M | 1.67% | −4,900−3.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 145,539 | $21.7M | 0.54% | +455+0.3% | Added |
| Caisse de Depot Et Placement du Quebec | 146,524 | $21.9M | 0.06% | +21,524+17.2% | Added |
| Advisors Asset Management, Inc. | 147,269 | $22.0M | 0.47% | −3,810−2.5% | Reduced |
| Bradley Foster & Sargent Inc | 127,682 | $22.2M | 0.47% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 149,122 | $22.2M | 0.39% | −1,249−0.8% | Reduced |
| Clear Street LLC | 150,000 | $22.4M | 1.00% | −133,900−47.2% | Reduced |
| Amalgamated Bank | 150,256 | $22.4M | 0.19% | −4,472−2.9% | Reduced |
| Regions Financial Corp | 150,346 | $22.4M | 0.20% | +370.0% | Added |
| MetLife Investment Management | 152,190 | $22.7M | 0.18% | −6,758−4.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 154,049 | $23.0M | 0.35% | −2,708−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 155,340 | $23.2M | 0.05% | −3,315−2.1% | Reduced |
| Private Management Group Inc | 155,853 | $23.3M | 0.95% | +132,726+573.9% | Added |
| Handelsbanken Fonder AB | 156,120 | $23.3M | 0.13% | +5,304+3.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 158,000 | $23.6M | 0.11% | −60,000−27.5% | Reduced |
| State of Michigan Retirement System | 159,477 | $23.8M | 0.15% | −4,000−2.4% | Reduced |
| M&T Bank Corp | 159,490 | $23.8M | 0.09% | −8,894−5.3% | Reduced |
| DekaBank Deutsche Girozentrale | 158,857 | $23.8M | 0.05% | −5,383−3.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 160,492 | $23.9M | 3.21% | −1,384−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 160,935 | $24.0M | 0.25% | −8,754−5.2% | Reduced |
| Walleye Capital LLC | 160,966 | $24.0M | 0.35% | +102,209+174.0% | Added |
| Amussen Hunsaker Associates LLC | 160,130 | $24.1M | 5.50% | +5,427+3.5% | Added |
| Los Angeles Capital Management LLC | 162,685 | $24.3M | 0.10% | −236,529−59.2% | Reduced |
| Twinbeech Capital LP | 162,936 | $24.3M | 0.47% | +162,936 | New |
| Umb Bank N A | 163,180 | $24.3M | 0.39% | −121−0.1% | Reduced |
| Comerica Bank | 163,709 | $24.4M | 0.13% | +112,952+222.5% | Added |
| Zacks Investment Management | 164,025 | $24.5M | 0.32% | +5,318+3.4% | Added |
| Dundas Partners LLP | 166,000 | $24.8M | 2.43% | +45,177+37.4% | Added |
| Forsta Ap-Fonden | 168,600 | $25.2M | 0.28% | −3,200−1.9% | Reduced |
| Cambridge Trust Co | 169,488 | $25.3M | 1.16% | −1,552−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 172,876 | $25.8M | 0.67% | +437+0.3% | Added |
| Baird Financial Group, Inc. | 173,406 | $25.9M | 0.07% | −15,118−8.0% | Reduced |
| Janney Montgomery Scott LLC | 176,023 | $26.3M | 0.10% | +35,650+25.4% | Added |
| Barr E S & Co | 176,449 | $26.3M | 1.91% | +456+0.3% | Added |
| Arizona State Retirement System | 178,820 | $26.7M | 0.23% | −1,965−1.1% | Reduced |
| Franklin Street Advisors Inc | 178,969 | $26.7M | 2.37% | −9,073−4.8% | Reduced |
| Edgar Lomax Co | 179,425 | $26.8M | 1.82% | −2,950−1.6% | Reduced |
| ZWJ Investment Counsel Inc | 180,415 | $26.9M | 1.49% | −2,183−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 180,564 | $26.9M | 0.05% | +2,721+1.5% | Added |
| Captrust Financial Advisors | 181,903 | $27.1M | 0.10% | +17,056+10.3% | Added |
| Aureus Asset Management, LLC | 182,040 | $27.2M | 2.18% | −7,253−3.8% | Reduced |
| Heritage Investors Management Corp | 184,243 | $27.5M | 1.15% | −3,631−1.9% | Reduced |
| Martingale Asset Management L P | 189,625 | $28.3M | 0.60% | +24,329+14.7% | Added |
| First Republic Investment Management, Inc. | 189,793 | $28.3M | 0.08% | +189,793 | New |
| American International Group, Inc. | 190,402 | $28.4M | 0.18% | +4,993+2.7% | Added |
| Johnson Investment Counsel Inc | 192,543 | $28.7M | 0.37% | −7,204−3.6% | Reduced |
| Roffman Miller Associates Inc | 192,905 | $28.8M | 2.28% | +1,227+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 194,124 | $28.9M | 0.39% | +6,096+3.2% | Added |
| Jennison Associates LLC | 193,450 | $28.9M | 0.02% | −1,926,012−90.9% | Reduced |
| Pinnacle Associates Ltd | 193,789 | $28.9M | 0.54% | −2,083−1.1% | Reduced |
| Rafferty Asset Management, LLC | 195,202 | $29.1M | 0.17% | +4,442+2.3% | Added |
| Global Frontier Investments LLC | 197,215 | $29.4M | 12.75% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 198,769 | $29.7M | 1.34% | −439−0.2% | Reduced |
| Teacher Retirement System of Texas | 203,365 | $30.3M | 0.20% | −54,427−21.1% | Reduced |
| Country Trust Bank | 203,840 | $30.4M | 0.89% | −8,023−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 204,232 | $30.5M | 0.04% | +3,658+1.8% | Added |
| Todd Asset Management LLC | 204,460 | $30.5M | 0.73% | +1,710+0.8% | Added |