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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 36,405 | $5.43M | 0.17% | +1,095+3.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 36,387 | $5.43M | 2.36% | −25−0.1% | Reduced |
| Eastern Bank | 36,141 | $5.39M | 0.27% | −704−1.9% | Reduced |
| Asset Dedication, LLC | 36,012 | $5.39M | 0.46% | +42+0.1% | Added |
| Thompson Siegel & Walmsley LLC | 36,074 | $5.38M | 0.09% | +481+1.4% | Added |
| 1st Source Bank | 36,065 | $5.38M | 0.37% | −240−0.7% | Reduced |
| Louisiana State Employees Retirement System | 36,000 | $5.37M | 0.12% | −800−2.2% | Reduced |
| Drexel Morgan & Co. | 35,918 | $5.36M | 1.46% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 35,700 | $5.33M | 1.23% | −584−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 35,571 | $5.31M | 0.54% | −2,735−7.1% | Reduced |
| Girard Partners Ltd. | 35,444 | $5.29M | 0.60% | +1,403+4.1% | Added |
| Advisor Partners II, LLC | 35,372 | $5.28M | 0.21% | +5,183+17.2% | Added |
| Highland Capital Management, LLC | 35,248 | $5.26M | 0.36% | −2,337−6.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 35,223 | $5.26M | 5.48% | +580+1.7% | Added |
| SP Asset Management LLC | 34,531 | $5.15M | 0.58% | +115+0.3% | Added |
| Meyer Handelman Co | 34,500 | $5.15M | 0.21% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 33,940 | $5.14M | 0.58% | −190−0.6% | Reduced |
| Rodgers Brothers Inc. | 34,233 | $5.11M | 0.87% | +2,955+9.4% | Added |
| LGT Group Foundation | 34,111 | $5.10M | 0.13% | +1,187+3.6% | Added |
| Unison Asset Management LLC | 34,094 | $5.09M | 3.35% | +1,408+4.3% | Added |
| Searle & Co. | 34,090 | $5.09M | 1.73% | 00.0% | Unchanged |
| Independent Advisor Alliance | 33,808 | $5.04M | 0.23% | +803+2.4% | Added |
| Silicon Valley Capital Partners | 33,688 | $5.03M | 0.94% | +10,889+47.8% | Added |
| NWF Advisory Services Inc. | 33,578 | $5.01M | 1.18% | +743+2.3% | Added |
| Power Corp of Canada | 33,267 | $4.96M | 0.31% | 00.0% | Unchanged |
| Bessemer Group Inc | 33,244 | $4.96M | 0.01% | −338−1.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,239 | $4.96M | 1.91% | −500−1.5% | Reduced |
| Prio Wealth Limited Partnership | 33,128 | $4.94M | 0.19% | −124−0.4% | Reduced |
| PGGM Investments | 32,841 | $4.90M | 0.08% | +209+0.6% | Added |
| Pacific Global Investment Management CO | 32,807 | $4.89M | 1.08% | −1,209−3.6% | Reduced |
| Legacy Trust | 32,722 | $4.88M | 1.42% | +536+1.7% | Added |
| Ossiam | 32,159 | $4.80M | 0.08% | +13,970+76.8% | Added |
| Stokes Capital Advisors, LLC | 31,933 | $4.76M | 1.66% | +5,750+22.0% | Added |
| Heritage Trust Co | 31,778 | $4.74M | 0.74% | −1,095−3.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $4.71M | 0.72% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31,456 | $4.69M | 0.99% | −40−0.1% | Reduced |
| Pavion Blue Capital, LLC | 31,363 | $4.68M | 2.84% | −84−0.3% | Reduced |
| Putnam Investments LLC | 31,270 | $4.67M | 0.01% | −390−1.2% | Reduced |
| Rheos Capital Works Inc. | 31,000 | $4.63M | 0.28% | +31,000 | New |
| Clearstead Advisors, LLC | 30,999 | $4.62M | 0.28% | −40.0% | Reduced |
| New Mexico Educational Retirement Board | 30,963 | $4.62M | 0.20% | +2,000+6.9% | Added |
| Erste Asset Management GmbH | 30,713 | $4.61M | 0.08% | +324+1.1% | Added |
| Stratos Wealth Partners, LTD. | 30,789 | $4.59M | 0.10% | +2,892+10.4% | Added |
| Oppenheimer Asset Management Inc. | 30,783 | $4.59M | 0.07% | −3,180−9.4% | Reduced |
| Two Sigma Securities, LLC | 30,734 | $4.59M | 0.21% | +1,144+3.9% | Added |
| Wright Investors Service Inc | 30,731 | $4.58M | 1.33% | +4,444+16.9% | Added |
| Synovus Financial Corp | 30,703 | $4.58M | 0.05% | −3,529−10.3% | Reduced |
| Assenagon Asset Management S.A. | 30,317 | $4.52M | 0.02% | +12,088+66.3% | Added |
| First Interstate Bank | 30,209 | $4.51M | 0.39% | −1,818−5.7% | Reduced |
| Metis Global Partners, LLC | 30,207 | $4.51M | 0.22% | +3,983+15.2% | Added |
| Long Corridor Asset Management Ltd | 30,000 | $4.48M | 3.92% | 00.0% | Unchanged |
| Mirova | 29,334 | $4.38M | 0.88% | −2,215−7.0% | Reduced |
| Ceera Investments, LLC | 29,308 | $4.37M | 2.38% | +8,347+39.8% | Added |
| Seven Eight Capital, LP | 29,286 | $4.37M | 0.51% | +29,286 | New |
| Farmers & Merchants Trust Co of Long Beach | 29,269 | $4.37M | 1.29% | −1,083−3.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 29,242 | $4.36M | 1.50% | −2,449−7.7% | Reduced |
| E. Ohman J:or Asset Management AB | 29,000 | $4.33M | 0.16% | +100+0.3% | Added |
| Coastal Investment Advisors, Inc. | 24,637 | $4.29M | 0.99% | −355−1.4% | Reduced |
| D.A. Davidson & Co. | 28,693 | $4.28M | 0.05% | +5,212+22.2% | Added |
| GFS Advisors, LLC | 28,690 | $4.28M | 0.67% | +2,695+10.4% | Added |
| Hendershot Investments Inc. | 28,559 | $4.26M | 0.71% | −31−0.1% | Reduced |
| Bouvel Investment Partners, LLC | 28,324 | $4.23M | 2.28% | +352+1.3% | Added |
| Wedbush Securities Inc | 28,283 | $4.22M | 0.21% | −3,326−10.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 28,232 | $4.21M | 0.10% | +1,975+7.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 28,176 | $4.20M | 0.05% | −5,725−16.9% | Reduced |
| Bokf, NA | 28,694 | $4.19M | 0.09% | +5,241+22.3% | Added |
| Boyd Watterson Asset Management LLC | 27,977 | $4.17M | 1.82% | −76−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 27,460 | $4.10M | 0.54% | +1,234+4.7% | Added |
| GMT Capital Corp | 27,200 | $4.06M | 0.15% | −6,300−18.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,169 | $4.05M | 0.47% | +54+0.2% | Added |
| Jag Capital Management, LLC | 27,022 | $4.03M | 0.49% | +602+2.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $4.03M | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 26,682 | $3.98M | 0.21% | +3,048+12.9% | Added |
| Trust Co of Vermont | 26,602 | $3.97M | 0.27% | −602−2.2% | Reduced |
| Silvant Capital Management LLC | 26,482 | $3.95M | 0.24% | −772−2.8% | Reduced |
| Avitas Wealth Management LLC | 26,322 | $3.93M | 0.75% | −112−0.4% | Reduced |
| CenterBook Partners LP | 26,273 | $3.92M | 0.49% | +17,044+184.7% | Added |
| Wellington Shields Capital Management, LLC | 26,187 | $3.91M | 0.52% | +152+0.6% | Added |
| Sandhill Capital Partners LLC | 26,096 | $3.89M | 0.36% | +760+3.0% | Added |
| AMG National Trust Bank | 25,970 | $3.87M | 0.14% | −699−2.6% | Reduced |
| Banque Cantonale Vaudoise | 25,811 | $3.85M | 0.19% | +327+1.3% | Added |
| Foster Group, Inc. | 25,780 | $3.85M | 0.24% | +67+0.3% | Added |
| Warren Averett Asset Management, LLC | 25,543 | $3.81M | 0.17% | +12,752+99.7% | Added |
| Bayesian Capital Management, LP | 25,500 | $3.80M | 0.43% | +25,500 | New |
| Garda Capital Partners LP | 25,360 | $3.78M | 2.40% | +25,360 | New |
| Kingfisher Capital LLC | 25,358 | $3.78M | 1.03% | +90+0.4% | Added |
| Birmingham Capital Management Co Inc | 25,299 | $3.77M | 1.56% | +1,010+4.2% | Added |
| Credit Agricole S A | 25,236 | $3.76M | 0.12% | +8,559+51.3% | Added |
| Adalta Capital Management LLC | 25,230 | $3.76M | 2.56% | 00.0% | Unchanged |
| Roundview Capital LLC | 25,128 | $3.75M | 0.38% | −140−0.6% | Reduced |
| Bleichroeder LP | 25,000 | $3.73M | 0.92% | 00.0% | Unchanged |
| Fundamentun, LLC | 24,526 | $3.66M | 0.55% | +1,947+8.6% | Added |
| Cullen Capital Management LLC | 24,337 | $3.63M | 0.04% | −2,170−8.2% | Reduced |
| Qsemble Capital Management, LP | 24,300 | $3.63M | 0.68% | +24,300 | New |
| Trinity Legacy Partners, LLC | 24,120 | $3.60M | 1.24% | +1,133+4.9% | Added |
| GTS Securities LLC | 24,103 | $3.60M | 0.07% | +24,103 | New |
| Metropolitan Life Insurance Co | 24,072 | $3.59M | 0.19% | −1,840−7.1% | Reduced |
| Wetherby Asset Management Inc | 24,069 | $3.59M | 0.20% | −233−1.0% | Reduced |
| Greenwood Capital Associates LLC | 24,041 | $3.59M | 0.52% | −257−1.1% | Reduced |
| GYL Financial Synergies, LLC | 23,987 | $3.58M | 0.35% | +242+1.0% | Added |