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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 1 | $149 | 0.00% | +1 | New |
| Quilter Plc | 107,803 | – | – | +9,369+9.5% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −528,329−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −203,930−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −95,931−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −91,365−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0 | $0 | 0.00% | −77,958−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −56,935−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −55,639−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47,132−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −41,948−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −41,071−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −35,317−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,126−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −26,710−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −23,771−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0 | $0 | 0.00% | −23,857−100.0% | Sold out |
| Steel Canyon Capital, LLC | 0 | $0 | 0.00% | −20,048−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −17,679−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −15,067−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −14,978−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −12,769−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −10,904−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −10,017−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −9,028−100.0% | Sold out |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −7,608−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −6,929−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −6,777−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −6,719−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −6,537−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −6,068−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −5,867−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −5,519−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −5,417−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Guardian Investment Management | 0 | $0 | 0.00% | −4,692−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −4,632−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −3,529−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −2,996−100.0% | Sold out |
| MayTech Global Investments, LLC | 0 | $0 | 0.00% | −2,832−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −2,685−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −2,575−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −2,442−100.0% | Sold out |
| First National Corp | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −2,399−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −2,102−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −2,029−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,793−100.0% | Sold out |
| Windsor Group LTD | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −1,727−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Rede Wealth, LLC | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −1,557−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −1,458−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Family Asset Management, LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Regent Peak Wealth Advisors LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −1,329−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Cascade Investment Group, Inc. | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Summit Asset Management, LLC | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |