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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 205,466 | $30.7M | 0.07% | −4,694−2.2% | Reduced |
| Todd Asset Management LLC | 204,460 | $30.5M | 0.73% | +1,710+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 204,232 | $30.5M | 0.04% | +3,658+1.8% | Added |
| Country Trust Bank | 203,840 | $30.4M | 0.89% | −8,023−3.8% | Reduced |
| Teacher Retirement System of Texas | 203,365 | $30.3M | 0.20% | −54,427−21.1% | Reduced |
| Cohen Klingenstein LLC | 198,769 | $29.7M | 1.34% | −439−0.2% | Reduced |
| Global Frontier Investments LLC | 197,215 | $29.4M | 12.75% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 195,202 | $29.1M | 0.17% | +4,442+2.3% | Added |
| Pinnacle Associates Ltd | 193,789 | $28.9M | 0.54% | −2,083−1.1% | Reduced |
| Jennison Associates LLC | 193,450 | $28.9M | 0.02% | −1,926,012−90.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 194,124 | $28.9M | 0.39% | +6,096+3.2% | Added |
| Roffman Miller Associates Inc | 192,905 | $28.8M | 2.28% | +1,227+0.6% | Added |
| Johnson Investment Counsel Inc | 192,543 | $28.7M | 0.37% | −7,204−3.6% | Reduced |
| American International Group, Inc. | 190,402 | $28.4M | 0.18% | +4,993+2.7% | Added |
| First Republic Investment Management, Inc. | 189,793 | $28.3M | 0.08% | +189,793 | New |
| Martingale Asset Management L P | 189,625 | $28.3M | 0.60% | +24,329+14.7% | Added |
| Heritage Investors Management Corp | 184,243 | $27.5M | 1.15% | −3,631−1.9% | Reduced |
| Aureus Asset Management, LLC | 182,040 | $27.2M | 2.18% | −7,253−3.8% | Reduced |
| Captrust Financial Advisors | 181,903 | $27.1M | 0.10% | +17,056+10.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 180,564 | $26.9M | 0.05% | +2,721+1.5% | Added |
| ZWJ Investment Counsel Inc | 180,415 | $26.9M | 1.49% | −2,183−1.2% | Reduced |
| Edgar Lomax Co | 179,425 | $26.8M | 1.82% | −2,950−1.6% | Reduced |
| Franklin Street Advisors Inc | 178,969 | $26.7M | 2.37% | −9,073−4.8% | Reduced |
| Arizona State Retirement System | 178,820 | $26.7M | 0.23% | −1,965−1.1% | Reduced |
| Barr E S & Co | 176,449 | $26.3M | 1.91% | +456+0.3% | Added |
| Janney Montgomery Scott LLC | 176,023 | $26.3M | 0.10% | +35,650+25.4% | Added |
| Baird Financial Group, Inc. | 173,406 | $25.9M | 0.07% | −15,118−8.0% | Reduced |
| Pinnacle Financial Partners Inc | 172,876 | $25.8M | 0.67% | +437+0.3% | Added |
| Cambridge Trust Co | 169,488 | $25.3M | 1.16% | −1,552−0.9% | Reduced |
| Forsta Ap-Fonden | 168,600 | $25.2M | 0.28% | −3,200−1.9% | Reduced |
| Dundas Partners LLP | 166,000 | $24.8M | 2.43% | +45,177+37.4% | Added |
| Zacks Investment Management | 164,025 | $24.5M | 0.32% | +5,318+3.4% | Added |
| Comerica Bank | 163,709 | $24.4M | 0.13% | +112,952+222.5% | Added |
| Umb Bank N A | 163,180 | $24.3M | 0.39% | −121−0.1% | Reduced |
| Twinbeech Capital LP | 162,936 | $24.3M | 0.47% | +162,936 | New |
| Los Angeles Capital Management LLC | 162,685 | $24.3M | 0.10% | −236,529−59.2% | Reduced |
| Amussen Hunsaker Associates LLC | 160,130 | $24.1M | 5.50% | +5,427+3.5% | Added |
| Walleye Capital LLC | 160,966 | $24.0M | 0.35% | +102,209+174.0% | Added |
| Federation des caisses Desjardins du Quebec | 160,935 | $24.0M | 0.25% | −8,754−5.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 160,492 | $23.9M | 3.21% | −1,384−0.9% | Reduced |
| DekaBank Deutsche Girozentrale | 158,857 | $23.8M | 0.05% | −5,383−3.3% | Reduced |
| M&T Bank Corp | 159,490 | $23.8M | 0.09% | −8,894−5.3% | Reduced |
| State of Michigan Retirement System | 159,477 | $23.8M | 0.15% | −4,000−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 158,000 | $23.6M | 0.11% | −60,000−27.5% | Reduced |
| Handelsbanken Fonder AB | 156,120 | $23.3M | 0.13% | +5,304+3.5% | Added |
| Private Management Group Inc | 155,853 | $23.3M | 0.95% | +132,726+573.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 155,340 | $23.2M | 0.05% | −3,315−2.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 154,049 | $23.0M | 0.35% | −2,708−1.7% | Reduced |
| MetLife Investment Management | 152,190 | $22.7M | 0.18% | −6,758−4.3% | Reduced |
| Regions Financial Corp | 150,346 | $22.4M | 0.20% | +370.0% | Added |
| Amalgamated Bank | 150,256 | $22.4M | 0.19% | −4,472−2.9% | Reduced |
| Clear Street LLC | 150,000 | $22.4M | 1.00% | −133,900−47.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 149,122 | $22.2M | 0.39% | −1,249−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 127,682 | $22.2M | 0.47% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 147,269 | $22.0M | 0.47% | −3,810−2.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 146,524 | $21.9M | 0.06% | +21,524+17.2% | Added |
| Douglass Winthrop Advisors, LLC | 145,539 | $21.7M | 0.54% | +455+0.3% | Added |
| Kiltearn Partners LLP | 141,923 | $21.2M | 1.67% | −4,900−3.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 140,954 | $21.0M | 0.06% | +8,009+6.0% | Added |
| Dana Investment Advisors, Inc. | 139,325 | $20.8M | 1.06% | +122+0.1% | Added |
| Susquehanna Fundamental Investments, LLC | 138,490 | $20.7M | 1.34% | −13,038−8.6% | Reduced |
| Commerce Bank | 137,684 | $20.5M | 0.16% | −1,570−1.1% | Reduced |
| Destination Wealth Management | 136,585 | $20.4M | 0.79% | +790+0.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 134,935 | $20.1M | 1.99% | +307+0.2% | Added |
| CIBC World Markets Corp | 132,970 | $19.8M | 0.19% | −30,302−18.6% | Reduced |
| USS Investment Management Ltd | 131,832 | $19.7M | 0.22% | +10,605+8.7% | Added |
| Foster Dykema Cabot & Co Inc | 131,566 | $19.6M | 2.37% | −155−0.1% | Reduced |
| Creative Planning | 128,850 | $19.2M | 0.03% | +5,460+4.4% | Added |
| IFM Investors Pty Ltd | 128,780 | $19.2M | 0.25% | +5,209+4.2% | Added |
| United Capital Financial Advisers, LLC | 127,593 | $19.0M | 0.12% | −15,836−11.0% | Reduced |
| Mill Capital Management, LLC | 127,309 | $19.0M | 1.86% | +317+0.2% | Added |
| Daiwa Securities Group Inc. | 123,809 | $18.8M | 0.13% | +6,040+5.1% | Added |
| Stewart & Patten Co LLC | 125,413 | $18.7M | 3.25% | +3,844+3.2% | Added |
| Greatmark Investment Partners, Inc. | 125,347 | $18.7M | 3.31% | −1,449−1.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 124,914 | $18.6M | 0.12% | −1,063−0.8% | Reduced |
| DnB Asset Management AS | 124,718 | $18.6M | 0.11% | +4,622+3.8% | Added |
| Colony Group LLC | 122,505 | $18.3M | 0.27% | −2,891−2.3% | Reduced |
| Braun Stacey Associates Inc | 122,343 | $18.3M | 0.89% | −1,485−1.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 122,179 | $18.2M | 0.74% | +222+0.2% | Added |
| Equitable Trust Co | 121,544 | $18.1M | 1.50% | −348−0.3% | Reduced |
| Natixis | 120,928 | $18.0M | 0.14% | +113,208+1,466.4% | Added |
| Texas Permanent School Fund | 120,187 | $17.9M | 0.17% | −4,467−3.6% | Reduced |
| Boston Common Asset Management, LLC | 119,971 | $17.9M | 0.43% | +4,573+4.0% | Added |
| Chilton Capital Management LLC | 118,953 | $17.7M | 1.00% | +6,001+5.3% | Added |
| Clifford Swan Investment Counsel LLC | 118,948 | $17.7M | 0.74% | +272+0.2% | Added |
| Mariner, LLC | 118,604 | $17.7M | 0.05% | −2,058−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 118,438 | $17.7M | 0.27% | +1,033+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 116,982 | $17.5M | 0.14% | +13,283+12.8% | Added |
| Factory Mutual Insurance Co | 115,900 | $17.3M | 0.24% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 115,732 | $17.3M | 0.48% | +112,101+3,087.3% | Added |
| United Services Automobile Association | 115,356 | $17.2M | 0.43% | +1,020+0.9% | Added |
| Abn Amro Investment Solutions | 114,629 | $17.1M | 0.33% | +5,213+4.8% | Added |
| CIBC Asset Management Inc | 113,849 | $17.0M | 0.07% | −5,418−4.5% | Reduced |
| Tweedy, Browne Co LLC | 113,719 | $17.0M | 0.91% | −5,610−4.7% | Reduced |
| Interval Partners, LP | 112,882 | $16.8M | 0.69% | +75,092+198.7% | Added |
| Cullinan Associates Inc | 111,823 | $16.7M | 0.97% | +10,926+10.8% | Added |
| Maple Capital Management, Inc. | 110,890 | $16.5M | 1.89% | +632+0.6% | Added |
| Tocqueville Asset Management L.P. | 110,285 | $16.5M | 0.31% | +2,829+2.6% | Added |
| Two Sigma Advisers, LP | 109,800 | $16.4M | 0.04% | +52,200+90.6% | Added |
| SG Americas Securities, LLC | 107,754 | $16.1M | 0.22% | +19,303+21.8% | Added |