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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 106,248 | $15.9M | 0.19% | −4,936−4.4% | Reduced |
| Orion Portfolio Solutions, LLC | 106,248 | $15.9M | 0.19% | −4,936−4.4% | Reduced |
| AQR Capital Management LLC | 105,223 | $15.7M | 0.03% | −72,064−40.6% | Reduced |
| Paralel Advisors LLC | 105,000 | $15.7M | 0.87% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 104,414 | $15.6M | 4.09% | +3,461+3.4% | Added |
| Bartlett & Co. LLC | 104,047 | $15.5M | 0.28% | −457−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 104,047 | $15.5M | 0.28% | −457−0.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 103,863 | $15.5M | 0.21% | −2,100−2.0% | Reduced |
| Bragg Financial Advisors, Inc | 103,503 | $15.4M | 0.82% | −1,146−1.1% | Reduced |
| Utah Retirement Systems | 101,922 | $15.2M | 0.22% | +300+0.3% | Added |
| Czech National Bank | 101,687 | $15.2M | 0.24% | +31,300+44.5% | Added |
| Klingenstein Fields & Co LP | 101,673 | $15.2M | 0.74% | −15,088−12.9% | Reduced |
| Cobblestone Capital Advisors LLC | 99,243 | $14.8M | 1.10% | −1,606−1.6% | Reduced |
| Aquatic Capital Management LLC | 98,600 | $14.7M | 0.61% | +98,600 | New |
| Steward Partners Investment Advisory, LLC | 98,591 | $14.7M | 0.23% | −6,861−6.5% | Reduced |
| Henshaw Capital LLC | 98,305 | $14.7M | 0.85% | +32,300+48.9% | Added |
| Cantor Fitzgerald, L. P. | 97,399 | $14.5M | 0.39% | −47,742−32.9% | Reduced |
| Public Employees Retirement Association of Colorado | 96,717 | $14.4M | 0.07% | −4,664−4.6% | Reduced |
| Eminence Capital, LP | 95,241 | $14.2M | 0.28% | −2,751−2.8% | Reduced |
| HRT Financial LP | 95,029 | $14.2M | 0.14% | +85,414+888.3% | Added |
| Xponance, Inc. | 93,989 | $14.0M | 0.19% | +1,861+2.0% | Added |
| Chesley Taft & Associates LLC | 91,588 | $13.7M | 0.89% | −605−0.7% | Reduced |
| New York Life Investment Management LLC | 91,055 | $13.6M | 0.15% | −2,301−2.5% | Reduced |
| Welch & Forbes LLC | 90,392 | $13.5M | 0.22% | −770−0.8% | Reduced |
| Fiduciary Trust Co | 90,252 | $13.5M | 0.25% | −310.0% | Reduced |
| Investment House LLC | 89,969 | $13.4M | 1.06% | +20,202+29.0% | Added |
| Yousif Capital Management, LLC | 89,388 | $13.3M | 0.17% | −4,642−4.9% | Reduced |
| HM Payson & Co | 88,712 | $13.2M | 0.31% | −3,388−3.7% | Reduced |
| AE Wealth Management LLC | 88,185 | $13.2M | 0.08% | +8,661+10.9% | Added |
| Citizens Financial Group Inc | 87,012 | $13.0M | 0.53% | −3,761−4.1% | Reduced |
| MML Investors Services, LLC | 86,527 | $12.9M | 0.07% | +3,189+3.8% | Added |
| Connors Investor Services Inc | 85,239 | $12.7M | 1.56% | +876+1.0% | Added |
| Clifford Capital Partners LLC | 84,815 | $12.7M | 3.69% | +4,331+5.4% | Added |
| Vontobel Holding Ltd. | 83,775 | $12.5M | 0.12% | +8,188+10.8% | Added |
| Abner Herrman & Brock LLC | 82,572 | $12.3M | 1.89% | −38,830−32.0% | Reduced |
| LVM Capital Management Ltd | 81,739 | $12.2M | 1.72% | +3,495+4.5% | Added |
| Mutual of America Capital Management LLC | 81,447 | $12.2M | 0.15% | −4,096−4.8% | Reduced |
| FIL Ltd | 80,747 | $12.0M | 0.01% | −6,020−6.9% | Reduced |
| Cerity Partners LLC | 80,358 | $12.0M | 0.06% | −11,814−12.8% | Reduced |
| Cubist Systematic Strategies, LLC | 79,856 | $11.9M | 0.15% | +77,387+3,134.3% | Added |
| Baxter Bros Inc | 79,529 | $11.9M | 1.80% | +1,906+2.5% | Added |
| State of Alaska, Department of Revenue | 78,971 | $11.8M | 0.15% | −4,460−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 77,917 | $11.8M | 0.27% | +7,700+11.0% | Added |
| Narwhal Capital Management | 78,122 | $11.7M | 1.42% | −2,526−3.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 78,000 | $11.6M | 0.72% | +2,740+3.6% | Added |
| ExodusPoint Capital Management, LP | 77,716 | $11.6M | 0.15% | +77,716 | New |
| Founders Capital Management, LLC | 77,602 | $11.6M | 2.63% | +2,046+2.7% | Added |
| Great West Life Assurance Co | 76,716 | $11.4M | 0.03% | +70,609+1,156.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 75,302 | $11.2M | 0.05% | +4,507+6.4% | Added |
| Mercer Global Advisors Inc | 74,669 | $11.1M | 0.04% | −10,719−12.6% | Reduced |
| Torray LLC | 74,201 | $11.1M | 1.95% | +400+0.5% | Added |
| Holowesko Partners Ltd. | 74,200 | $11.1M | 4.89% | −32,400−30.4% | Reduced |
| Marco Investment Management LLC | 73,984 | $11.0M | 1.27% | +1,479+2.0% | Added |
| Whittier Trust Co | 73,410 | $11.0M | 0.19% | −358−0.5% | Reduced |
| Pathstone Family Office, LLC | 72,002 | $10.8M | 0.08% | +27,257+60.9% | Added |
| Cresset Asset Management, LLC | 71,931 | $10.7M | 0.07% | +3,424+5.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 71,668 | $10.7M | 2.28% | +4,080+6.0% | Added |
| Nissay Asset Management Corp | 71,598 | $10.7M | 0.09% | +2,411+3.5% | Added |
| Agf Management Ltd | 71,430 | $10.7M | 0.08% | +71,430 | New |
| 2Xideas AG | 71,097 | $10.6M | 1.17% | +173+0.2% | Added |
| Banco Santander, S.A. | 71,068 | $10.6M | 0.15% | −14,476−16.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 70,970 | $10.6M | 0.02% | −696,218−90.7% | Reduced |
| Nixon Capital, LLC | 70,830 | $10.6M | 5.87% | +541+0.8% | Added |
| Wesleyan Assurance Society | 69,800 | $10.4M | 1.16% | −2,000−2.8% | Reduced |
| Parthenon LLC | 69,799 | $10.4M | 1.56% | +170+0.2% | Added |
| MAI Capital Management | 68,190 | $10.2M | 0.15% | −17,749−20.7% | Reduced |
| Eagle Global Advisors LLC | 67,974 | $10.1M | 0.66% | −169−0.2% | Reduced |
| FORA Capital, LLC | 67,611 | $10.1M | 0.89% | +67,611 | New |
| Silvercrest Asset Management Group LLC | 67,530 | $10.1M | 0.08% | +4,566+7.3% | Added |
| Willis Investment Counsel | 67,398 | $10.1M | 0.76% | −22,825−25.3% | Reduced |
| Taurus Asset Management, LLC | 67,272 | $10.0M | 1.22% | −1,231−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 66,568 | $9.93M | 0.12% | +30,802+86.1% | Added |
| Lido Advisors, LLC | 66,453 | $9.91M | 0.11% | +35,544+115.0% | Added |
| Hamilton Point Investment Advisors, LLC | 66,299 | $9.89M | 2.44% | −370−0.6% | Reduced |
| GM Advisory Group, Inc. | 64,715 | $9.65M | 0.79% | 00.0% | Unchanged |
| Shayne & Co., LLC | 64,362 | $9.60M | 3.20% | +18,712+41.0% | Added |
| Banyan Capital Management, Inc. | 63,259 | $9.44M | 6.13% | −334−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 62,972 | $9.39M | 0.19% | −2,333−3.6% | Reduced |
| Anchor Capital Advisors LLC | 62,929 | $9.39M | 0.26% | −1,262−2.0% | Reduced |
| Northwest & Ethical Investments L.P. | 62,425 | $9.31M | 0.31% | −1,619−2.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 62,412 | $9.31M | 2.54% | −7,822−11.1% | Reduced |
| Calamos Wealth Management LLC | 62,392 | $9.31M | 0.71% | −250.0% | Reduced |
| QRG Capital Management, Inc. | 62,286 | $9.29M | 0.16% | +62,286 | New |
| Polar Capital Holdings Plc | 61,309 | $9.15M | 0.07% | +61+0.1% | Added |
| Choate Investment Advisors | 60,781 | $9.07M | 0.36% | +20,867+52.3% | Added |
| PEAK6 Investments LLC | 60,704 | $9.06M | 0.44% | +49,655+449.4% | Added |
| Bell Asset Management Ltd | 60,275 | $8.99M | 1.48% | +5,291+9.6% | Added |
| Kingdon Capital Management, L.L.C. | 60,000 | $8.95M | 1.64% | +30,250+101.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 59,998 | $8.95M | 0.20% | +5,000+9.1% | Added |
| GHP Investment Advisors, Inc. | 58,738 | $8.88M | 0.54% | +689+1.2% | Added |
| Matthew Goff Investment Advisor, LLC | 59,300 | $8.84M | 2.13% | +59+0.1% | Added |
| Trexquant Investment LP | 59,193 | $8.83M | 0.22% | +59,193 | New |
| Oppenheimer & Co Inc | 58,921 | $8.79M | 0.18% | −13,795−19.0% | Reduced |
| Point72 Middle East FZE | 58,899 | $8.79M | 0.53% | +58,899 | New |
| Van Eck Associates Corp | 58,768 | $8.77M | 0.02% | −468−0.8% | Reduced |
| Ethic Inc. | 58,708 | $8.76M | 0.31% | +4,265+7.8% | Added |
| Griffin Asset Management, Inc. | 58,706 | $8.76M | 1.24% | +55+0.1% | Added |
| Seizert Capital Partners, LLC | 58,075 | $8.66M | 0.46% | +284+0.5% | Added |
| Carret Asset Management, LLC | 57,835 | $8.63M | 1.20% | −283−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 57,793 | $8.62M | 0.24% | −6,008−9.4% | Reduced |