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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 607,685 | $90.7M | 0.21% | −24,990−3.9% | Reduced |
| Raymond James & Associates | 614,383 | $91.7M | 0.08% | +8,100+1.3% | Added |
| Rockefeller Capital Management L.P. | 618,839 | $92.3M | 0.36% | −27,203−4.2% | Reduced |
| New York State Teachers Retirement System | 621,915 | $92.8M | 0.22% | −45,308−6.8% | Reduced |
| Parnassus Investments | 642,639 | $95.9M | 0.23% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 650,332 | $97.0M | 0.62% | +2,266+0.3% | Added |
| Principal Financial Group Inc | 652,058 | $97.3M | 0.07% | −25,537−3.8% | Reduced |
| Gamco Investors, Inc. Et Al | 653,354 | $97.5M | 1.13% | −42,364−6.1% | Reduced |
| Douglas Lane & Associates, LLC | 654,265 | $97.6M | 1.64% | −8,761−1.3% | Reduced |
| Macquarie Group Ltd | 656,744 | $98.0M | 0.12% | −9,779−1.5% | Reduced |
| Natixis Advisors, L.P. | 660,628 | $98.6M | 0.30% | −29,161−4.2% | Reduced |
| King Luther Capital Management Corp | 661,950 | $98.8M | 0.51% | +3,161+0.5% | Added |
| Envestnet Asset Management Inc | 666,027 | $99.4M | 0.05% | +167,332+33.6% | Added |
| Kovitz Investment Group Partners, LLC | 667,694 | $99.6M | 1.79% | −71,432−9.7% | Reduced |
| Canoe Financial LP | 495,380 | $100.4M | 2.81% | +495,380 | New |
| Ci Investments Inc. | 683,399 | $102.0M | 0.57% | −91,617−11.8% | Reduced |
| Thrivent Financial for Lutherans | 690,562 | $103.0M | 0.24% | +109,629+18.9% | Added |
| Blair William & Co | 710,686 | $106.0M | 0.41% | +10,130+1.4% | Added |
| Canada Pension Plan Investment Board | 748,617 | $111.7M | 0.16% | −3,680−0.5% | Reduced |
| Two Sigma Investments, LP | 784,551 | $117.0M | 0.33% | +771,851+6,077.6% | Added |
| BNP Paribas Arbitrage, SA | 814,170 | $121.5M | 0.27% | +233,621+40.2% | Added |
| Citadel Advisors LLC | 821,212 | $122.5M | 0.13% | −37,910−4.4% | Reduced |
| Gabelli Funds LLC | 834,408 | $124.5M | 1.01% | −9,000−1.1% | Reduced |
| Susquehanna International Group, LLP | 840,479 | $125.4M | 0.19% | +592,972+239.6% | Added |
| Waverton Investment Management Ltd | 871,957 | $130.1M | 3.76% | +34,298+4.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 883,832 | $131.9M | 0.27% | +59,394+7.2% | Added |
| State of Wisconsin Investment Board | 893,735 | $133.3M | 0.42% | +19,694+2.3% | Added |
| Bank of Montreal | 826,884 | $135.5M | 0.08% | +16,823+2.1% | Added |
| Franklin Resources Inc | 908,436 | $135.5M | 0.07% | −349,833−27.8% | Reduced |
| New York State Common Retirement Fund | 914,937 | $136.5M | 0.20% | −333,113−26.7% | Reduced |
| Squarepoint Ops LLC | 921,755 | $137.5M | 0.67% | +689,403+296.7% | Added |
| Davis Selected Advisers | 932,300 | $139.1M | 0.87% | −17,768−1.9% | Reduced |
| Timucuan Asset Management Inc | 992,675 | $148.1M | 5.94% | −612−0.1% | Reduced |
| California State Teachers Retirement System | 995,551 | $148.5M | 0.23% | −38,310−3.7% | Reduced |
| National Pension Service | 1,002,299 | $151.5M | 0.24% | +23,709+2.4% | Added |
| Troy Asset Management Ltd | 1,037,973 | $154.9M | 4.87% | −7,946−0.8% | Reduced |
| Schroder Investment Management Group | 1,058,715 | $157.9M | 0.23% | −66,696−5.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,058,857 | $158.0M | 0.14% | −12,581−1.2% | Reduced |
| California Public Employees Retirement System | 1,105,262 | $164.9M | 0.14% | +14,510+1.3% | Added |
| American Century Companies Inc | 1,124,679 | $167.8M | 0.13% | −128,036−10.2% | Reduced |
| Pictet Asset Management Holding SA | 1,156,041 | $172.5M | 0.21% | +1,156,041 | New |
| CI Private Wealth, LLC | 1,156,559 | $172.6M | 0.40% | +91,348+8.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,178,917 | $175.9M | 0.83% | +77,677+7.1% | Added |
| Rhumbline Advisers | 1,197,384 | $178.6M | 0.21% | +7,074+0.6% | Added |
| Clearbridge Investments, LLC | 1,222,185 | $182.3M | 0.18% | −10,158−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,295,892 | $193.3M | 0.32% | −648,153−33.3% | Reduced |
| Credit Suisse AG | 1,311,384 | $195.6M | 0.21% | +23,460+1.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,323,363 | $197.4M | 0.75% | −62,010−4.5% | Reduced |
| AXA S.A. | 1,345,880 | $200.8M | 0.71% | −30,280−2.2% | Reduced |
| Holocene Advisors, LP | 1,391,348 | $207.6M | 0.93% | +1,039,843+295.8% | Added |
| Boston Partners | 1,413,078 | $210.5M | 0.29% | +1,413,078 | New |
| Maj Invest Holding A/S | 1,421,771 | $212.1M | 5.66% | −78,216−5.2% | Reduced |
| Qube Research & Technologies Ltd | 1,466,652 | $218.8M | 0.65% | +923,526+170.0% | Added |
| TD Asset Management Inc | 1,480,157 | $220.8M | 0.27% | +21,876+1.5% | Added |
| Nordea Investment Management AB | 1,472,531 | $221.3M | 0.31% | −25,968−1.7% | Reduced |
| Wells Fargo & Company | 1,582,864 | $236.1M | 0.07% | −30,091−1.9% | Reduced |
| HSBC Holdings PLC | 1,598,147 | $238.7M | 0.26% | +117,937+8.0% | Added |
| First Trust Advisors LP | 1,601,273 | $238.9M | 0.28% | +544,466+51.5% | Added |
| Standard Life Aberdeen plc | 1,690,904 | $252.3M | 0.64% | +1,000+0.1% | Added |
| Royal Bank of Canada | 1,757,238 | $262.2M | 0.08% | −352,000−16.7% | Reduced |
| Smead Capital Management, Inc. | 1,758,208 | $262.3M | 5.35% | −60,484−3.3% | Reduced |
| Sustainable Growth Advisers, LP | 1,778,928 | $265.4M | 1.35% | −5,577−0.3% | Reduced |
| Barclays PLC | 1,800,045 | $268.5M | 0.17% | +102,977+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,831,821 | $273.3M | 0.22% | −41,666−2.2% | Reduced |
| Ameriprise Financial Inc | 1,954,957 | $284.1M | 0.09% | −243,876−11.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,925,095 | $287.2M | 1.70% | +139,954+7.8% | Added |
| Deutsche Bank AG | 1,969,399 | $293.8M | 0.19% | −119,680−5.7% | Reduced |
| Swiss National Bank | 2,031,979 | $303.2M | 0.24% | −250,900−11.0% | Reduced |
| Amundi | 2,021,209 | $305.4M | 0.15% | +112,128+5.9% | Added |
| UBS Group AG | 2,109,893 | $314.8M | 0.14% | −334,242−13.7% | Reduced |
| First Eagle Investment Management, LLC | 2,603,959 | $388.5M | 1.02% | −43,186−1.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,923,742 | $436.2M | 0.85% | +1,055,104+56.5% | Added |
| Dimensional Fund Advisors LP | 2,998,823 | $447.4M | 0.15% | −16,864−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 3,171,581 | $473.2M | 0.14% | −31,210−1.0% | Reduced |
| Alliancebernstein L.P. | 3,438,199 | $512.9M | 0.22% | +469,825+15.8% | Added |
| Longview Partners (Guernsey) LTD | 3,478,146 | $518.9M | 3.68% | +11,212+0.3% | Added |
| UBS Asset Management Americas Inc | 3,569,110 | $532.5M | 0.24% | +213,484+6.4% | Added |
| Rothschild & Co Wealth Management UK Ltd | 3,572,743 | $533.0M | 9.39% | +67,575+1.9% | Added |
| Goldman Sachs Group Inc | 4,019,189 | $599.6M | 0.15% | +195,699+5.1% | Added |
| Legal & General Group Plc | 4,140,616 | $617.7M | 0.22% | −194,589−4.5% | Reduced |
| Janus Henderson Group PLC | 4,305,985 | $642.4M | 0.42% | −13,014−0.3% | Reduced |
| Artisan Partners Limited Partnership | 4,359,058 | $650.3M | 1.11% | −124,102−2.8% | Reduced |
| Lazard Asset Management LLC | 4,928,644 | $735.3M | 1.00% | −169,410−3.3% | Reduced |
| Bank of New York Mellon Corp | 5,139,623 | $766.8M | 0.17% | −136,631−2.6% | Reduced |
| FMR LLC | 5,293,672 | $789.8M | 0.07% | −725,182−12.0% | Reduced |
| Invesco Ltd. | 5,745,537 | $857.2M | 0.23% | −39,328−0.7% | Reduced |
| Norges Bank | 6,645,541 | $991.4M | 0.20% | +12,596+0.2% | Added |
| Nuveen Asset Management, LLC | 6,713,577 | $1.00B | 0.35% | +321,526+5.0% | Added |
| Northern Trust Corp | 6,953,460 | $1.04B | 0.20% | +41,443+0.6% | Added |
| Price T Rowe Associates Inc | 7,336,999 | $1.09B | 0.16% | +287,664+4.1% | Added |
| Fisher Asset Management, LLC | 10,433,866 | $1.56B | 0.88% | −1,088,188−9.4% | Reduced |
| Geode Capital Management, LLC | 10,825,788 | $1.61B | 0.19% | +8,412+0.1% | Added |
| Massachusetts Financial Services Co | 11,269,770 | $1.68B | 0.59% | −754,781−6.3% | Reduced |
| Bank of America Corp | 12,455,592 | $1.86B | 0.23% | −53,670−0.4% | Reduced |
| Morgan Stanley | 13,001,142 | $1.94B | 0.20% | −56,880−0.4% | Reduced |
| JPMorgan Chase & Co | 17,458,563 | $2.60B | 0.30% | −610,475−3.4% | Reduced |
| Wellington Management Group LLP | 20,354,361 | $3.04B | 0.61% | −2,779,702−12.0% | Reduced |
| State Street Corp | 29,013,522 | $4.33B | 0.24% | −1,306,531−4.3% | Reduced |
| BlackRock Inc. | 42,679,134 | $6.37B | 0.18% | −2,470,012−5.5% | Reduced |
| Vanguard Group Inc | 46,862,268 | $6.99B | 0.17% | −560,742−1.2% | Reduced |