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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 57,459 | $8.57M | 0.32% | +57,459 | New |
| British Columbia Investment Management Corp | 57,443 | $8.57M | 0.08% | +290+0.5% | Added |
| CIBC World Markets Inc. | 56,674 | $8.46M | 0.03% | +6,735+13.5% | Added |
| Peapack Gladstone Financial Corp | 56,353 | $8.41M | 0.16% | −828−1.4% | Reduced |
| Bank of Nova Scotia | 56,337 | $8.40M | 0.02% | +5,735+11.3% | Added |
| Redwood Grove Capital, LLC | 56,329 | $8.40M | 3.37% | +5,582+11.0% | Added |
| Rice Partnership, LLC | 56,300 | $8.40M | 2.38% | +1,142+2.1% | Added |
| GWM Advisors LLC | 56,177 | $8.38M | 0.09% | +18,958+50.9% | Added |
| CBOE Vest Financial, LLC | 56,158 | $8.38M | 0.46% | +25,829+85.2% | Added |
| Hi-Line Capital Management, LLC | 55,548 | $8.29M | 3.05% | −152−0.3% | Reduced |
| Mackenzie Financial Corp | 56,982 | $8.27M | 0.01% | −486−0.8% | Reduced |
| Sandy Spring Bank | 55,210 | $8.24M | 0.46% | −1,224−2.2% | Reduced |
| Strategic Wealth Designers | 54,993 | $8.20M | 1.49% | +7,304+15.3% | Added |
| HB Wealth Management, LLC | 54,984 | $8.20M | 0.13% | +2,197+4.2% | Added |
| Intech Investment Management LLC | 54,741 | $8.17M | 0.12% | −30,464−35.8% | Reduced |
| Wealthfront Advisers LLC | 54,252 | $8.09M | 0.03% | −2,146−3.8% | Reduced |
| Eagle Rock Investment Company, LLC | 54,201 | $8.09M | 1.83% | −1,081−2.0% | Reduced |
| Ofi Invest Asset Management | 57,345 | $8.08M | 0.29% | +57,345 | New |
| Cetera Advisor Networks LLC | 53,676 | $8.01M | 0.05% | −1,588−2.9% | Reduced |
| Point72 Asset Management, L.P. | 52,943 | $7.90M | 0.03% | −19,832−27.3% | Reduced |
| Elo Mutual Pension Insurance Co | 52,875 | $7.89M | 0.24% | +829+1.6% | Added |
| Perigon Wealth Management, LLC | 52,486 | $7.83M | 0.32% | +4,712+9.9% | Added |
| Davenport & Co LLC | 52,328 | $7.81M | 0.06% | −1,085−2.0% | Reduced |
| JustInvest LLC | 52,292 | $7.80M | 0.23% | +497+1.0% | Added |
| Perennial Advisors, LLC | 51,270 | $7.65M | 2.06% | +562+1.1% | Added |
| Atria Wealth Solutions, Inc. | 51,159 | $7.63M | 0.11% | +4,573+9.8% | Added |
| Stansberry Asset Management, LLC | 50,946 | $7.60M | 1.33% | +3,511+7.4% | Added |
| Argent Trust Co | 50,654 | $7.56M | 0.41% | −342−0.7% | Reduced |
| Sky Investment Group LLC | 50,590 | $7.55M | 1.71% | +911+1.8% | Added |
| Guggenheim Capital LLC | 50,443 | $7.53M | 0.06% | −4,144−7.6% | Reduced |
| Sprucegrove Investment Management Ltd | 50,097 | $7.47M | 0.47% | −2,457−4.7% | Reduced |
| Cetera Investment Advisers | 50,071 | $7.47M | 0.06% | +12,010+31.6% | Added |
| Martin Investment Management, LLC | 49,898 | $7.44M | 2.23% | −2,189−4.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 49,374 | $7.37M | 0.11% | −25,350−33.9% | Reduced |
| Private Advisor Group, LLC | 49,299 | $7.35M | 0.07% | +3,661+8.0% | Added |
| Atria Investments LLC | 48,931 | $7.30M | 0.13% | +10,085+26.0% | Added |
| Stanley Capital Management, LLC | 48,830 | $7.28M | 1.94% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 48,715 | $7.27M | 0.28% | +40,494+492.6% | Added |
| Kestra Advisory Services, LLC | 48,507 | $7.24M | 0.07% | +5,183+12.0% | Added |
| Federated Hermes, Inc. | 48,314 | $7.21M | 0.02% | −115−0.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 48,244 | $7.20M | 2.40% | +3,330+7.4% | Added |
| Neville Rodie & Shaw Inc | 48,199 | $7.19M | 0.64% | −150−0.3% | Reduced |
| Assetmark, Inc | 47,517 | $7.09M | 0.03% | −936−1.9% | Reduced |
| La Banque Postale Asset Management SA | 46,660 | $6.96M | 0.15% | +4,596+10.9% | Added |
| Meitav Dash Investments Ltd | 46,083 | $6.93M | 0.11% | −265,722−85.2% | Reduced |
| Kentucky Retirement Systems | 45,945 | $6.85M | 0.24% | −1,862−3.9% | Reduced |
| Sirios Capital Management L P | 45,892 | $6.85M | 1.30% | −48,452−51.4% | Reduced |
| Illinois Municipal Retirement Fund | 45,824 | $6.84M | 0.13% | −617−1.3% | Reduced |
| Panagora Asset Management Inc | 45,807 | $6.83M | 0.04% | −297,060−86.6% | Reduced |
| Maryland State Retirement & Pension System | 45,570 | $6.80M | 0.16% | +372+0.8% | Added |
| Oregon Public Employees Retirement Fund | 45,049 | $6.72M | 0.09% | −1,221−2.6% | Reduced |
| Engineers Gate Manager LP | 44,990 | $6.71M | 0.25% | +38,388+581.5% | Added |
| Brown Brothers Harriman & Co | 44,926 | $6.70M | 0.06% | +2,082+4.9% | Added |
| Prudential PLC | 44,881 | $6.70M | 0.08% | +4,307+10.6% | Added |
| Diversified Trust Co | 44,816 | $6.69M | 0.25% | +5,268+13.3% | Added |
| Verition Fund Management LLC | 44,429 | $6.63M | 0.09% | +41,969+1,706.1% | Added |
| Exchange Traded Concepts, LLC | 44,386 | $6.62M | 0.19% | +2,553+6.1% | Added |
| Kinneret Advisory, LLC | 44,074 | $6.58M | 0.81% | −26−0.1% | Reduced |
| Financial Avengers, Inc. | 44,072 | $6.58M | 4.40% | +941+2.2% | Added |
| Chemung Canal Trust Co | 44,011 | $6.57M | 1.51% | +1,729+4.1% | Added |
| Tower Research Capital LLC (TRC) | 43,970 | $6.56M | 0.21% | +10,448+31.2% | Added |
| Cornerstone Advisors, LLC | 43,800 | $6.53M | 0.30% | +29,000+195.9% | Added |
| Family Capital Trust Co | 43,382 | $6.47M | 2.29% | −76−0.2% | Reduced |
| Amica Mutual Insurance Co | 43,108 | $6.43M | 0.76% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 43,075 | $6.43M | 1.01% | −83−0.2% | Reduced |
| Ironwood Investment Counsel, LLC | 42,179 | $6.29M | 1.49% | −394−0.9% | Reduced |
| APG Asset Management N.V. | 41,799 | $6.24M | 0.01% | −45,100−51.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,761 | $6.23M | 0.29% | −1,824−4.2% | Reduced |
| Securian Asset Management, Inc | 41,750 | $6.23M | 0.19% | −7,386−15.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 41,500 | $6.19M | 0.01% | −7,611−15.5% | Reduced |
| Lighthouse Investment Partners, LLC | 41,200 | $6.15M | 0.36% | +41,200 | New |
| WoodTrust Financial Corp | 41,057 | $6.13M | 1.17% | −656−1.6% | Reduced |
| Tredje AP-fonden | 41,005 | $6.12M | 0.09% | +777+1.9% | Added |
| Tiaa Trust, National Association | 40,941 | $6.11M | 0.02% | +40,941 | New |
| Brookstone Capital Management | 40,808 | $6.11M | 0.13% | +24,360+148.1% | Added |
| Teamwork Financial Advisors, LLC | 40,702 | $6.07M | 0.99% | +2,777+7.3% | Added |
| Morningstar Investment Services LLC | 39,896 | $5.99M | 0.08% | +540+1.4% | Added |
| Central Trust Co | 40,097 | $5.98M | 0.17% | +4,213+11.7% | Added |
| Hartford Investment Management Co | 39,909 | $5.95M | 0.24% | −2,060−4.9% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $5.95M | 1.66% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 39,834 | $5.94M | 0.09% | +31,604+384.0% | Added |
| Dorsey & Whitney Trust CO LLC | 39,565 | $5.90M | 0.51% | −244−0.6% | Reduced |
| GDS Wealth Management | 39,542 | $5.90M | 0.93% | +3,999+11.3% | Added |
| St Germain D J Co Inc | 39,038 | $5.82M | 0.33% | −1,117−2.8% | Reduced |
| Olstein Capital Management, L.P. | 39,000 | $5.82M | 1.00% | 00.0% | Unchanged |
| Jacobs & Co | 38,864 | $5.80M | 0.72% | +1,974+5.4% | Added |
| Norinchukin Bank, The | 38,820 | $5.79M | 0.14% | −33,796−46.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 38,742 | $5.78M | 0.81% | +4,125+11.9% | Added |
| NatWest Group plc | 38,516 | $5.75M | 3.00% | +1,942+5.3% | Added |
| Headinvest, LLC | 38,227 | $5.71M | 1.24% | −123−0.3% | Reduced |
| Commerzbank Aktiengesellschaft | 38,004 | $5.67M | 0.27% | −133−0.3% | Reduced |
| Readystate Asset Management LP | 37,707 | $5.63M | 0.47% | +37,707 | New |
| Pacer Advisors, Inc. | 37,645 | $5.62M | 0.02% | +888+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 37,581 | $5.61M | 0.08% | +3,592+10.6% | Added |
| Savant Capital, LLC | 37,520 | $5.60M | 0.08% | +936+2.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $5.60M | 0.52% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 37,416 | $5.58M | 1.11% | +37,416 | New |
| DCM Advisors, LLC | 37,345 | $5.57M | 2.52% | +30.0% | Added |
| Cubic Asset Management, LLC | 37,320 | $5.57M | 1.53% | −4,185−10.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 36,633 | $5.47M | 0.19% | −988−2.6% | Reduced |