Skip to main content

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.

Institutional holdersQ3 2023: 2,003 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ3 2023: $91.3B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2023.

Institutions holding AXP in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
State Board of Administration of Florida Retirement System607,685$90.7M0.21%−24,990−3.9%Reduced
KBC Group NV588,749$87.8M0.36%+19,233+3.4%Added
Brown Advisory Inc588,594$87.8M0.14%+16,405+2.9%Added
Korea Investment CORP579,709$86.5M0.25%−8,685−1.5%Reduced
First Manhattan Co560,470$83.6M0.31%−7,197−1.3%Reduced
Clark Capital Management Group, Inc.551,485$82.3M0.82%+5,108+0.9%Added
Prudential Financial Inc544,321$81.2M0.13%−25,835−4.5%Reduced
Russell Investments Group, Ltd.536,596$80.1M0.16%−23,451−4.2%Reduced
Ensign Peak Advisors, Inc523,128$78.0M0.17%−23,532−4.3%Reduced
Citigroup Inc513,764$76.6M0.11%−50,865−9.0%Reduced
LPL Financial LLC509,113$76.0M0.05%+9,238+1.8%Added
Focused Investors LLC501,900$74.9M2.66%−7,200−1.4%Reduced
Stifel Financial Corp500,753$74.7M0.11%+17,283+3.6%Added
National Bank of Canada499,340$74.6M0.14%+99,813+25.0%Added
HighTower Advisors, LLC496,481$74.1M0.14%+69,779+16.4%Added
Equity Investment Corp495,036$73.9M2.30%+5,753+1.2%Added
Arrowstreet Capital, Limited Partnership493,666$73.7M0.09%−673,083−57.7%Reduced
Crawford Investment Counsel Inc490,413$73.2M1.59%−928−0.2%Reduced
Mitsubishi UFJ Trust & Banking Corp485,001$72.4M0.18%−14,350−2.9%Reduced
Retirement Systems of Alabama484,851$72.3M0.34%−3,584−0.7%Reduced
Markel Group Inc.SuperinvestorMarkel Group484,250$72.2M0.87%00.0%Unchanged
STRS Ohio483,793$72.2M0.32%−1,413−0.3%Reduced
Heard Capital LLC478,898$71.4M5.35%+99,983+26.4%Added
Allianz Asset Management GmbH477,443$71.2M0.14%−504,340−51.4%Reduced
Cacti Asset Management LLC475,551$70.9M6.75%00.0%Unchanged
AMF Pensionsforsakring AB464,822$69.3M0.67%−534,432−53.5%Reduced
Manufacturers Life Insurance Company, The463,921$69.2M0.04%−9,542−2.0%Reduced
US Bancorp457,425$68.2M0.11%−5,119−1.1%Reduced
Victory Capital Management Inc454,303$67.8M0.08%+4,468+1.0%Added
Dodge & Cox443,674$66.2M0.04%−25,274−5.4%Reduced
Schonfeld Strategic Advisors LLC442,307$66.0M0.61%+382,272+636.7%Added
Swedbank AB433,110$64.6M0.12%−16,955−3.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.429,605$64.1M0.20%+49,875+13.1%Added
M&G Investment Management Ltd429,266$64.0M0.47%−16,688−3.7%Reduced
Renaissance Technologies LLC422,070$63.0M0.11%+54,443+14.8%Added
Alberta Investment Management Corp420,549$62.7M0.67%00.0%Unchanged
Adage Capital Partners GP, L.L.C.413,488$61.7M0.14%−158,103−27.7%Reduced
Atalanta Sosnoff Capital, LLC412,353$61.5M1.82%−13,528−3.2%Reduced
Capital Fund Management S.A.403,181$60.2M0.81%+250,817+164.6%Added
Brandywine Global Investment Management, LLC397,315$59.3M0.52%−23,377−5.6%Reduced
Man Group plc–$59.2M0.18%––
Storebrand Asset Management AS388,261$57.9M0.28%+4,948+1.3%Added
Toronto Dominion Bank388,015$57.9M0.10%−227,825−37.0%Reduced
Employees Retirement System of Texas388,000$57.9M0.86%+43,000+12.5%Added
Millennium Management LLC374,106$55.8M0.06%−71,884−16.1%Reduced
Candriam Luxembourg S.C.A.362,998$54.2M0.44%+14,683+4.2%Added
Great Lakes Advisors, LLC360,370$53.8M0.49%−6,301−1.7%Reduced
State of New Jersey Common Pension Fund D360,287$53.8M0.19%−13,522−3.6%Reduced
Advisor Group Holdings, Inc.355,320$53.0M0.08%+108,271+43.8%Added
Glenmede Trust Co NA350,309$52.3M0.30%−1,992−0.6%Reduced
Par Capital Management Inc350,000$52.2M1.95%00.0%Unchanged
Beck Mack & Oliver LLC349,882$52.2M1.37%+21,813+6.6%Added
Neuberger Berman Group LLC347,714$51.9M0.05%+4,908+1.4%Added
Bowen Hanes & Co Inc347,413$51.8M1.74%+3,385+1.0%Added
Asset Management One Co.,Ltd.342,063$51.0M0.23%+3,190+0.9%Added
Balyasny Asset Management LLC340,046$50.7M0.14%+235,336+224.8%Added
Wealth Enhancement Advisory Services, LLC335,801$50.1M0.16%+333,602+15,170.6%Added
Chevy Chase Trust Holdings, Inc.335,538$50.1M0.20%−15,071−4.3%Reduced
Jane Street Group, LLC332,825$49.7M0.08%+60,029+22.0%Added
Hosking Partners LLP329,607$49.2M2.18%−64,861−16.4%Reduced
Prana Capital Management, LP327,379$48.8M3.17%+223,101+213.9%Added
Calamos Advisors LLC323,966$48.3M0.26%+293+0.1%Added
Cambiar Investors LLC316,931$47.3M2.01%+11,982+3.9%Added
Mn Services Vermogensbeheer B.V.309,012$46.1M0.44%+5,600+1.8%Added
Zurcher Kantonalbank (Zurich Cantonalbank)308,534$46.0M0.20%+114,398+58.9%Added
State of Tennessee, Treasury Department308,318$46.0M0.19%−194,834−38.7%Reduced
Voya Investment Management LLC306,691$45.8M0.05%−23,467−7.1%Reduced
Public Employees Retirement System of Ohio303,832$45.3M0.20%−21,632−6.6%Reduced
Aviva PLC300,976$44.9M0.19%−68,230−18.5%Reduced
Public Sector Pension Investment Board299,939$44.7M0.33%+5,585+1.9%Added
Keybank National Association295,025$44.0M0.21%+20,453+7.4%Added
Sumitomo Mitsui DS Asset Management Company, Ltd286,062$42.7M0.66%+8,319+3.0%Added
Treasurer of the State of North Carolina285,906$42.7M0.23%+1,002+0.4%Added
Truist Financial Corp285,348$42.6M0.07%+23,017+8.8%Added
SEI Investments Co285,110$42.5M0.08%−16,527−5.5%Reduced
Fayez Sarofim & Co273,976$40.9M0.14%−61,911−18.4%Reduced
Pensioenfonds Rail & Ov269,120$40.2M2.52%−165,714−38.1%Reduced
ProShare Advisors LLC266,357$39.7M0.12%−20,843−7.3%Reduced
Huntington National Bank264,689$39.5M0.40%−71,226−21.2%Reduced
Vaughan David Investments LLC263,626$39.3M1.19%+5,115+2.0%Added
Schwerin Boyle Capital Management Inc261,374$39.0M4.58%−80,702−23.6%Reduced
Nisa Investment Advisors, LLC253,757$37.9M0.29%−4,683−1.8%Reduced
Cornerstone Investment Partners, LLC252,984$37.7M2.36%+2,447+1.0%Added
Commonwealth Equity Services, LLC249,609$37.2M0.08%+11,913+5.0%Added
Mairs & Power Inc248,726$37.1M0.44%−2,999−1.2%Reduced
Clarkston Capital Partners, LLC245,726$36.7M0.72%−811−0.3%Reduced
Voloridge Investment Management, LLC242,862$36.2M0.18%+242,862New
Royal London Asset Management Ltd241,498$36.0M0.12%+1,522+0.6%Added
Nomura Asset Management Co Ltd240,952$35.9M0.17%−16,422−6.4%Reduced
Teachers Retirement System of the State of Kentucky239,750$35.8M0.36%00.0%Unchanged
Central Securities Corp230,000$34.3M4.19%−20,000−8.0%Reduced
Pinebridge Investments, L.P.227,671$34.0M0.38%+7,280+3.3%Added
Boston Trust Walden Corp225,355$33.6M0.28%+1,251+0.6%Added
Eisler Capital (UK) Ltd.214,089$31.9M1.40%+161,484+307.0%Added
Ninety One UK Ltd213,794$31.9M0.10%−38,842−15.4%Reduced
Fifth Third Bancorp213,415$31.8M0.15%−27,880−11.6%Reduced
Aquamarine Zurich AGSuperinvestorAquamarine210,000$31.3M15.45%00.0%Unchanged
Lord, Abbett & Co. LLC209,800$31.3M0.12%−51,810−19.8%Reduced
Flossbach Von Storch AG207,836$31.0M0.14%−70,243−25.3%Reduced
Border to Coast Pensions Partnership Ltd204,899$30.8M0.82%00.0%Unchanged