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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.

Q4 2023 vs. Q3 2023

How the institutions holding American Express Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of AXP: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,003362,192+225
Shares611.5M713.1K611.9M+1.06M (+0.2%)
Value$91.3B$106.5M$114.5B+$23.3B (+25.6%)

36 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (335)

Institutions that held American Express Co at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 335 by value.

Institutions new to AXP in Q4 2023
InstitutionSharesValue% of portfolio
Degroof Petercam Asset Management197,200$36.9M0.49%
Aware Super Pty Ltd as trustee of Aware Super81,886$30.3M0.42%
Delta Global Management LP151,056$28.3M4.34%
JPB Foundation133,851$25.1M2.69%
Colony Group, LLC122,906$23.0M0.30%
Foster Dykema Cabot & Partners, LLC119,635$22.4M2.37%
Parallax Volatility Advisers, L.P.111,571$20.9M0.57%
Pathstone Holdings, LLC105,929$19.9M0.11%
Smith Group Asset Management, LLC100,685$18.9M1.10%
Quadrature Capital Ltd80,573$15.1M0.27%
Kempen Capital Management N.V.73,114$13.7M0.19%
Payden & Rygel64,700$12.1M0.88%
Marsico Capital Management LLC54,925$10.3M0.40%
Mesirow Financial Investment Management, Inc.69,268$8.96M0.33%
Mirabaud Asset Management Ltd46,240$8.66M3.71%
Meeder Asset Management Inc45,380$8.50M0.66%
NFC Investments, LLC42,577$7.98M2.47%
LB Partners LLC40,000$7.49M8.22%
Sanibel Captiva Trust Company, Inc.36,992$6.93M0.26%
HighPoint Advisor Group LLC29,198$6.60M0.47%
Letson Investment Management, Inc.31,822$5.96M2.77%
Point72 Europe (London) LLP28,661$5.37M0.67%
Bremer Bank National Association21,606$4.05M0.75%
Lombard Odier Asset Management (Europe) Ltd20,831$3.90M0.26%
Optimas Capital Ltd19,200$3.60M3.39%
Morton Community Bank18,866$3.53M1.16%
Strata Wealth Advisors, LLC17,479$3.27M1.29%
Groupama Asset Managment17,450$3.27M0.09%
Bell & Brown Wealth Advisors, LLC15,390$2.88M1.34%
FJ Investments, LLC15,200$2.85M0.14%
Conscious Wealth Investments, LLC14,612$2.75M2.19%
Valicenti Advisory Services Inc14,430$2.70M0.82%
Wynn Capital, LLC14,315$2.68M2.19%
Concurrent Investment Advisors, LLC14,041$2.63M0.12%
Brendel Financial Advisors LLC14,021$2.63M1.72%
Cullen Investment Group, Ltd.13,130$2.46M0.43%
Focus Financial Network Inc11,966$2.24M0.08%
Principal Securities, Inc.10,329$1.94M0.07%
Lake Street Advisors Group, LLC8,981$1.68M0.08%
Strategic Planning Group, LLC8,931$1.67M0.56%
Signature Wealth Management Group8,899$1.67M0.77%
GLOBALT Investments LLC8,077$1.51M0.06%
OV Management LLC8,000$1.50M1.24%
Redwood Investment Management, LLC7,752$1.45M0.13%
Fiduciary Family Office, LLC7,713$1.44M0.63%
RMR Capital Management, LLC7,629$1.43M1.64%
Retireful, LLC7,607$1.43M0.62%
Holderness Investments Co7,432$1.39M0.38%
Nixon Peabody Trust Co7,325$1.37M0.15%
Symphony Financial, Ltd. Co.7,019$1.27M0.27%
Stablepoint Partners, LLC6,724$1.26M0.32%
Cambridge Financial Group, LLC6,165$1.15M0.60%
HTLF Bank6,155$1.15M0.14%
Lecap Asset Management Ltd6,021$1.13M0.41%
IPG Investment Advisors LLC6,012$1.13M0.23%
Trust Point Inc.5,880$1.10M0.09%
MeadowBrook Investment Advisors LLC5,863$1.10M1.05%
Twin Capital Management Inc5,840$1.09M0.14%
LM Advisors LLC5,833$1.09M0.22%
BayBridge Capital Group, LLC5,860$1.07M0.99%
Fielder Capital Group LLC5,681$1.06M0.64%
Stonebrook Private Inc.5,586$1.05M0.35%
Quest Partners LLC5,564$1.04M0.22%
Wolverine Trading, LLC5,149$964.6K0.01%
Legacy Edge Advisors, LLC5,147$964.2K0.22%
Sterling Wealth Management, Inc.5,128$960.7K0.54%
Entropy Technologies, LP5,018$940.1K0.17%
DFPG Investments, LLC4,891$911.3K0.07%
Premier Path Wealth Partners, LLC4,854$906.7K0.20%
Muirfield Wealth Advisors LLC4,689$878.4K0.93%
Guardian Investment Management4,617$864.9K0.73%
3Chopt Investment Partners, LLC4,544$851.3K0.31%
United Community Bank4,502$843.4K0.36%
Orrstown Financial Services Inc4,494$841.9K0.67%
Proathlete Wealth Management LLC4,420$828.2K0.49%
Versor Investments LP4,400$824.3K0.17%
Midland Wealth Advisors LLC4,284$802.6K0.05%
Advisors Capital Management, LLC4,204$788.0K0.02%
Alexander Randolph Advisory, Inc.4,141$775.8K0.71%
Lebenthal Global Advisors, LLC4,087$765.7K0.18%
Mango Five Family, Inc.4,054$759.5K0.29%
GAMMA Investing LLC3,754$753.5K0.20%
Tritonpoint Wealth, LLC3,921$734.6K0.07%
Founders Financial Securities LLC3,885$727.8K0.08%
West Coast Financial LLC3,875$725.9K0.10%
WBI Investments3,873$725.5K0.15%
Rothschild Investment LLC3,702$693.5K0.06%
Modern Wealth Management, LLC3,601$674.6K0.09%
Cidel Asset Management Inc3,573$669.4K0.03%
US Asset Management LLC3,505$657.0K0.65%
Canopy Partners, LLC3,476$651.2K0.40%
Cetera Trust Company, N.A3,435$643.5K0.40%
LongView Wealth Management3,213$600.1K0.27%
Custom Index Systems, LLC3,017$565.2K0.36%
Chiron Investment Management, LLC2,990$560.1K0.21%
Edgestream Partners, L.P.2,974$557.1K0.04%
Vivid Wealth Management, LLC2,969$556.2K0.38%
Partnership Wealth Management, LLC2,749$551.9K0.42%
Embree Financial Group2,944$551.5K0.12%
Skopos Labs, Inc.2,896$542.5K0.26%

Sold out (110)

Institutions that held American Express Co at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 110 by value.

Institutions that sold out of AXP in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Renaissance Technologies LLC422,070$63.0M
Voloridge Investment Management, LLC242,862$36.2M
Twinbeech Capital LP162,936$24.3M
Clear Street LLC150,000$22.4M
Susquehanna Fundamental Investments, LLC138,490$20.7M
Cantor Fitzgerald, L. P.97,399$14.5M
Eminence Capital, LP95,241$14.2M
Cubist Systematic Strategies, LLC79,856$11.9M
ExodusPoint Capital Management, LP77,716$11.6M
FORA Capital, LLC67,611$10.1M
Kingdon Capital Management, L.L.C.60,000$8.95M
Trexquant Investment LP59,193$8.83M
Point72 Middle East FZE58,899$8.79M
Jump Financial, LLC57,459$8.57M
Tudor Investment Corp Et Al39,834$5.94M
NatWest Group plc38,516$5.75M
Readystate Asset Management LP37,707$5.63M
Seven Eight Capital, LP29,286$4.37M
GMT Capital Corp27,200$4.06M
Bayesian Capital Management, LP25,500$3.80M
Garda Capital Partners LP25,360$3.78M
Qsemble Capital Management, LP24,300$3.63M
Intact Investment Management Inc.22,900$3.42M
Quantbot Technologies LP22,052$3.29M
Varma Mutual Pension Insurance Co21,959$3.28M
One River Asset Management, LLC21,108$3.17M
Dynamic Technology Lab Private Ltd20,627$3.08M
Horizon Investment Services, LLC19,391$2.89M
Y-Intercept (Hong Kong) Ltd16,845$2.51M
Virtu Financial LLC16,548$2.47M
L & S Advisors Inc15,348$2.29M
Advanced Portfolio Management, LLC15,000$2.24M
C2C Wealth Management, LLC13,674$2.04M
Machina Capital S.A.S.13,204$1.97M
Sciencast Management LP12,581$1.88M
Zenyatta Capital Management LP12,500$1.86M
Savoie Capital LLC11,700$1.75M
CMT Capital Markets Trading GmbH11,450$1.71M
Neo Ivy Capital Management10,724$1.60M
Bridgefront Capital, LLC10,463$1.56M
HAP Trading, LLC10,023$1.50M
Paloma Partners Management Co9,706$1.45M
Pinnacle Wealth Management, LLC9,562$1.43M
Axq Capital, LP8,500$1.27M
Fund Management at Engine No. 1 LLC8,320$1.24M
Evoke Wealth, LLC8,238$1.23M
Magnetar Financial LLC7,616$1.14M
Connolly Sarah T.7,200$1.07M
Echo Street Capital Management LLC6,398$954.5K
Coronation Fund Managers Ltd.6,151$917.7K
Becker Capital Management Inc6,008$896.3K
Guyasuta Investment Advisors Inc5,255$784.0K
Fox Run Management, L.L.C.4,880$728.0K
Eagle Strategies LLC4,750$708.7K
Capital Wealth Planning, LLC4,535$676.6K
LMR Partners LLP4,323$644.9K
JT Stratford LLC4,319$644.4K
CFO4Life Group, LLC4,262$635.8K
Oak Thistle LLC4,048$603.9K
Archford Capital Strategies, LLC3,502$522.5K
Caas Capital Management LP3,400$507.2K
Cable Hill Partners, LLC3,319$495.2K
Banque Pictet & Cie SA3,250$484.9K
Advisor Resource Council3,247$484.4K
Credit Capital Investments LLC2,979$444.4K
Revisor Wealth Management LLC2,722$406.1K
Point Break Capital Management, LLC2,700$402.8K
MRP Capital Investments, LLC5,747$398.3K
Eudaimonia Partners, LLC2,357$351.6K
Sonoma Private Wealth LLC2,217$330.8K
Contravisory Investment Management, Inc.2,120$316.3K
Trellis Advisors, LLC2,109$314.6K
Banco BTG Pactual S.A.1,894$282.6K
Blueshift Asset Management, LLC1,847$275.6K
NinePointTwo Capital1,608$239.0K
Laird Norton Trust Company, LLC1,579$235.6K
Wealth Advisory Solutions, LLC1,551$231.4K
West Family Investments, Inc.1,530$228.3K
United Bank1,505$224.5K
HFG Advisors, Inc.1,496$223.2K
Roberts Wealth Advisors, LLC1,450$221.6K
Northern Oak Wealth Management Inc1,462$218.1K
Van Leeuwen & Company, LLC1,415$211.1K
Diametric Capital, LP1,412$210.7K
Index Fund Advisors, Inc.1,402$209.2K
Fulcrum Capital LLC1,350$201.4K
Newbridge Financial Services Group, Inc.1,140$170.1K
WR Wealth Planners, LLC883$131.7K
Clear Street Markets LLC700$104.0K
Milestone Investment Advisors LLC600$89.5K
Register Financial Advisors LLC526$78.5K
Flaharty Asset Management, LLC508$75.8K
C M Bidwell & Associates Ltd480$71.6K
Rock Creek Group, LP452$67.4K
Riverview Trust Co450$67.1K
Northwest Investment Counselors, LLC396$59.1K
Earnest Partners LLC293$43.7K
RVW Wealth, LLC223$33.3K
BluePath Capital Management, LLC191$28.5K
Front Row Advisors LLC67$10.0K

Not filed for Q4 2023 yet (36)

Institutions that held American Express Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.189,793$28.3M
Foster Dykema Cabot & Co Inc131,566$19.6M
Colony Group LLC122,505$18.3M
Pathstone Family Office, LLC72,002$10.8M
Advisor Partners II, LLC35,372$5.28M
Front Barnett Associates LLC21,536$3.21M
Briggs Advisory Group, Inc.16,295$2.43M
Karani Asset Management LLC14,075$2.10M
Madison Wealth Management13,222$1.97M
Private Asset Management Inc13,200$1.97M
Ropes Wealth Advisors LLC10,645$1.59M
Rothschild Investment Corp8,455$1.26M
Bryn Mawr Trust Co8,082$1.21M
Wealth Advisors, Inc.7,786$1.16M
Mark Stevens6,696$999.0K
Amica Retiree Medical Trust5,403$806.0K
Lewis Capital Management, LLC5,273$786.6K
Bedel Financial Consulting Inc4,775$712.3K
Focus Financial Network, Inc.4,437$661.9K
Community Financial Services Group, LLC4,156$620.0K
KLK Capital Management LLC2,604$388.5K
KB Financial Partners, LLC1,896$283.0K
Comerica Securities,inc.1,872$279.3K
Key Bridge Compliance, LLC1,551$231.4K
Armstrong Shaw Associates Inc1,534$228.9K
Gyroscope Capital Management Group, LLC1,400$208.9K
BTC Capital Management, Inc.1,376$205.3K
Kenfarb & Co.1,375$205.1K
Johnson Midwest Financial, LLC1,322$197.2K
Icon Wealth Partners, LLC1,105$164.9K
Cyrus J. Lawrence, LLC711$106.0K
Sutton Wealth Advisors Inc.392$58.5K
WFA of San Diego, LLC299$44.6K
Column Capital Advisors, LLC186$27.7K
Steward Financial Group LLC175$26.0K
Antonetti Capital Management LLC50$7.46K