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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q4 2023
Institutional positions in American Express Co as of Dec 31, 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
- 2,191
- +224 vs. Q3 2023
- Shares held
- 643.0M
- +31.4M (+5.1%) vs. Q3 2023
- Total value
- $120.4B
- +$29.0B (+31.7%) vs. Q3 2023
- New holders
- 335
- 719 more added
- Sold out
- 111
- 806 more reduced
36 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,020 | $195.8B |
| Q1 2026 | 2,911 | $174.9B |
| Q4 2025 | 3,042 | $217.7B |
| Q3 2025 | 2,757 | $201.0B |
| Q2 2025 | 2,718 | $190.6B |
| Q1 2025 | 2,625 | $160.7B |
| Q4 2024 | 2,642 | $177.6B |
| Q3 2024 | 2,459 | $164.8B |
| Q2 2024 | 2,348 | $143.8B |
| Q1 2024 | 2,315 | $149.3B |
| Q4 2023 | 2,191 | $120.4B |
| Q3 2023 | 2,003 | $91.5B |
| Q2 2023 | 2,048 | $108.2B |
| Q1 2023 | 2,056 | $104.3B |
| Q4 2022 | 2,008 | $92.7B |
| Q3 2022 | 1,919 | $85.9B |
| Q2 2022 | 1,975 | $88.2B |
| Q1 2022 | 2,067 | $120.3B |
| Q4 2021 | 2,004 | $106.7B |
| Q3 2021 | 1,878 | $111.2B |
| Q2 2021 | 1,851 | $157.7B |
| Q1 2021 | 1,781 | $96.6B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $28.4B | 8.07% | 00.0% | Unchanged |
| Vanguard Group Inc | 46,646,851 | $8.74B | 0.19% | −215,417−0.5% | Reduced |
| BlackRock Inc. | 44,115,276 | $8.26B | 0.21% | +1,436,142+3.4% | Added |
| JPMorgan Chase & Co | 32,702,880 | $6.13B | 0.31% | +15,244,317+87.3% | Added |
| State Street Corp | 29,694,753 | $5.56B | 0.27% | +681,231+2.3% | Added |
| Morgan Stanley | 27,167,338 | $5.09B | 0.22% | +14,166,196+109.0% | Added |
| Wellington Management Group LLP | 17,856,058 | $3.35B | 0.62% | −2,498,303−12.3% | Reduced |
| Bank of America Corp | 12,325,553 | $2.31B | 0.26% | −130,039−1.0% | Reduced |
| Geode Capital Management, LLC | 10,922,444 | $2.04B | 0.21% | +96,656+0.9% | Added |
| Massachusetts Financial Services Co | 10,502,519 | $1.97B | 0.64% | −767,251−6.8% | Reduced |
| Fisher Asset Management, LLC | 9,778,289 | $1.83B | 0.97% | −655,577−6.3% | Reduced |
| Price T Rowe Associates Inc | 7,785,059 | $1.46B | 0.20% | +448,060+6.1% | Added |
| Nuveen Asset Management, LLC | 6,983,750 | $1.31B | 0.42% | +270,173+4.0% | Added |
| Northern Trust Corp | 6,586,185 | $1.23B | 0.22% | −367,275−5.3% | Reduced |
| FMR LLC | 6,382,574 | $1.20B | 0.09% | +1,088,902+20.6% | Added |
| Invesco Ltd. | 5,940,465 | $1.11B | 0.26% | +194,928+3.4% | Added |
| Norges Bank | 5,939,718 | $1.11B | 0.19% | −705,823−10.6% | Reduced |
| Bank of New York Mellon Corp | 5,057,633 | $947.5M | 0.19% | −81,990−1.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,008,226 | $938.2M | 1.62% | +2,084,484+71.3% | Added |
| Lazard Asset Management LLC | 4,919,646 | $921.6M | 1.17% | −8,998−0.2% | Reduced |
| Artisan Partners Limited Partnership | 4,855,211 | $909.6M | 1.43% | +496,153+11.4% | Added |
| Janus Henderson Group PLC | 4,231,599 | $792.7M | 0.47% | −74,386−1.7% | Reduced |
| Legal & General Group Plc | 4,210,391 | $788.8M | 0.25% | +69,775+1.7% | Added |
| Goldman Sachs Group Inc | 3,817,557 | $715.2M | 0.16% | −201,632−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,839,276 | $713.2M | 0.18% | +667,695+21.1% | Added |
| UBS Asset Management Americas Inc | 3,694,360 | $692.1M | 0.27% | +125,250+3.5% | Added |
| Rothschild & Co Wealth Management UK Ltd | 3,564,029 | $667.7M | 10.95% | −8,714−0.2% | Reduced |
| Alliancebernstein L.P. | 3,475,345 | $651.1M | 0.25% | +37,146+1.1% | Added |
| Longview Partners (Guernsey) LTD | 3,249,349 | $608.7M | 4.06% | −228,797−6.6% | Reduced |
| Dimensional Fund Advisors LP | 2,967,290 | $555.9M | 0.16% | −31,533−1.1% | Reduced |
| Barclays PLC | 2,686,672 | $503.3M | 0.26% | +886,627+49.3% | Added |
| First Eagle Investment Management, LLC | 2,601,210 | $487.3M | 1.16% | −2,749−0.1% | Reduced |
| TD Asset Management Inc | 2,399,494 | $449.5M | 0.44% | +919,337+62.1% | Added |
| Ameriprise Financial Inc | 2,402,005 | $440.3M | 0.13% | +447,048+22.9% | Added |
| UBS Group AG | 2,283,356 | $427.8M | 0.17% | +173,463+8.2% | Added |
| Beutel, Goodman & Co Ltd. | 2,067,858 | $387.4M | 2.05% | +142,763+7.4% | Added |
| Deutsche Bank AG | 2,017,096 | $377.9M | 0.19% | +47,697+2.4% | Added |
| HSBC Holdings PLC | 1,981,954 | $371.3M | 0.34% | +383,807+24.0% | Added |
| Amundi | 1,987,468 | $371.2M | 0.17% | −33,741−1.7% | Reduced |
| Swiss National Bank | 1,957,479 | $366.7M | 0.27% | −74,500−3.7% | Reduced |
| Royal Bank of Canada | 1,916,658 | $359.1M | 0.09% | +159,420+9.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,789,614 | $335.3M | 0.25% | −42,207−2.3% | Reduced |
| Sustainable Growth Advisers, LP | 1,769,299 | $331.5M | 1.51% | −9,629−0.5% | Reduced |
| AXA S.A. | 1,746,650 | $327.2M | 0.53% | +400,770+29.8% | Added |
| Boston Partners | 1,742,009 | $326.2M | 0.43% | +328,931+23.3% | Added |
| Smead Capital Management, Inc. | 1,682,262 | $315.2M | 5.64% | −75,946−4.3% | Reduced |
| Nordea Investment Management AB | 1,574,663 | $294.9M | 0.37% | +102,132+6.9% | Added |
| Wells Fargo & Company | 1,543,243 | $289.1M | 0.08% | −39,621−2.5% | Reduced |
| Pictet Asset Management Holding SA | 1,376,895 | $257.9M | 0.28% | +220,854+19.1% | Added |
| American Century Companies Inc | 1,305,883 | $244.6M | 0.17% | +181,204+16.1% | Added |
| Credit Suisse AG | 1,264,781 | $236.9M | 0.23% | −46,603−3.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,261,041 | $236.2M | 0.83% | −62,322−4.7% | Reduced |
| Maj Invest Holding A/S | 1,221,893 | $228.9M | 6.67% | −199,878−14.1% | Reduced |
| Holocene Advisors, LP | 1,218,713 | $228.3M | 0.89% | −172,635−12.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,200,033 | $224.8M | 0.32% | −95,859−7.4% | Reduced |
| Clearbridge Investments, LLC | 1,195,120 | $223.9M | 0.19% | −27,065−2.2% | Reduced |
| Standard Life Aberdeen plc | 1,192,011 | $223.3M | 0.48% | −498,893−29.5% | Reduced |
| Rhumbline Advisers | 1,180,530 | $221.2M | 0.23% | −16,854−1.4% | Reduced |
| CI Private Wealth, LLC | 1,178,087 | $220.7M | 0.41% | +21,528+1.9% | Added |
| Bank of Montreal | 1,172,891 | $220.4M | 0.07% | +346,007+41.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,173,817 | $219.9M | 0.97% | −5,100−0.4% | Reduced |
| First Trust Advisors LP | 1,109,206 | $207.8M | 0.23% | −492,067−30.7% | Reduced |
| California Public Employees Retirement System | 1,069,092 | $200.3M | 0.15% | −36,170−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,047,319 | $196.2M | 0.15% | −11,538−1.1% | Reduced |
| Schroder Investment Management Group | 1,033,896 | $193.7M | 0.25% | −24,819−2.3% | Reduced |
| National Pension Service | 1,022,817 | $191.6M | 0.27% | +20,518+2.0% | Added |
| California State Teachers Retirement System | 998,538 | $187.1M | 0.26% | +2,987+0.3% | Added |
| Timucuan Asset Management Inc | 977,802 | $183.2M | 6.40% | −14,873−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 959,573 | $179.8M | 0.82% | +309,241+47.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 920,204 | $171.5M | 0.30% | +36,372+4.1% | Added |
| Davis Selected Advisers | 903,491 | $169.3M | 0.96% | −28,809−3.1% | Reduced |
| Waverton Investment Management Ltd | 896,554 | $168.0M | 4.08% | +24,597+2.8% | Added |
| Canoe Financial LP | 887,649 | $166.3M | 3.26% | +392,269+79.2% | Added |
| State of Wisconsin Investment Board | 873,266 | $163.6M | 0.46% | −20,469−2.3% | Reduced |
| Troy Asset Management Ltd | 872,229 | $163.4M | 5.18% | −165,744−16.0% | Reduced |
| Franklin Resources Inc | 862,093 | $161.5M | 0.08% | −46,343−5.1% | Reduced |
| National Bank of Canada | 832,949 | $156.8M | 0.28% | +333,609+66.8% | Added |
| New York State Common Retirement Fund | 826,855 | $154.9M | 0.21% | −88,082−9.6% | Reduced |
| Gabelli Funds LLC | 800,050 | $149.9M | 1.15% | −34,358−4.1% | Reduced |
| Prudential Financial Inc | 789,919 | $146.2M | 0.22% | +245,598+45.1% | Added |
| Canada Pension Plan Investment Board | 767,730 | $143.8M | 0.18% | +19,113+2.6% | Added |
| Natixis Advisors, L.P. | 752,313 | $140.9M | 0.37% | +91,685+13.9% | Added |
| KBC Group NV | 733,470 | $137.4M | 0.49% | +144,721+24.6% | Added |
| Blair William & Co | 711,000 | $133.2M | 0.45% | +3140.0% | Added |
| Envestnet Asset Management Inc | 698,087 | $130.8M | 0.05% | +32,060+4.8% | Added |
| Victory Capital Management Inc | 693,258 | $129.9M | 0.14% | +238,955+52.6% | Added |
| King Luther Capital Management Corp | 684,602 | $128.3M | 0.62% | +22,652+3.4% | Added |
| Voya Investment Management LLC | 675,196 | $126.5M | 0.13% | +368,505+120.2% | Added |
| Kovitz Investment Group Partners, LLC | 674,381 | $126.3M | 2.09% | +6,687+1.0% | Added |
| Ci Investments Inc. | 673,452 | $126.2M | 0.65% | −9,947−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 656,808 | $123.0M | 0.22% | −157,362−19.3% | Reduced |
| Raymond James & Associates | 647,945 | $121.4M | 0.09% | +33,562+5.5% | Added |
| Principal Financial Group Inc | 644,119 | $120.7M | 0.08% | −7,939−1.2% | Reduced |
| Douglas Lane & Associates, LLC | 632,322 | $118.5M | 1.82% | −21,943−3.4% | Reduced |
| Gamco Investors, Inc. Et Al | 631,620 | $118.3M | 1.26% | −21,734−3.3% | Reduced |
| Macquarie Group Ltd | 629,914 | $118.0M | 0.14% | −26,830−4.1% | Reduced |
| Korea Investment CORP | 626,623 | $117.4M | 0.31% | +46,914+8.1% | Added |
| State Board of Administration of Florida Retirement System | 621,564 | $116.4M | 0.24% | +13,879+2.3% | Added |
| Brown Advisory Inc | 618,508 | $115.9M | 0.16% | +29,914+5.1% | Added |
| Thrivent Financial for Lutherans | 610,304 | $114.3M | 0.25% | −80,258−11.6% | Reduced |