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, 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
- 2,192
- +225 vs. Q3 2023
- Shares held
- 611.9M
- +1.06M (+0.2%) vs. Q3 2023
- Total value
- $114.5B
- +$23.3B (+25.6%) vs. Q3 2023
- New holders
- 335
- 715 more added
- Sold out
- 110
- 809 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 | 3,022 | $195.1B |
| Q1 2026 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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, 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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 24,900 | $4.66M | 0.17% | −4,100−14.1% | Reduced |
| Kingfisher Capital LLC | 24,904 | $4.67M | 1.21% | −454−1.8% | Reduced |
| Bleichroeder LP | 25,000 | $4.68M | 1.04% | 00.0% | Unchanged |
| Bensler, LLC | 25,007 | $4.68M | 0.78% | +2,252+9.9% | Added |
| Adalta Capital Management LLC | 25,068 | $4.70M | 2.84% | −162−0.6% | Reduced |
| Wright Investors Service Inc | 25,078 | $4.70M | 1.32% | −5,653−18.4% | Reduced |
| Fundamentun, LLC | 25,370 | $4.75M | 0.56% | +844+3.4% | Added |
| AMG National Trust Bank | 25,500 | $4.78M | 0.15% | −470−1.8% | Reduced |
| GFS Advisors, LLC | 25,720 | $4.82M | 0.70% | −2,970−10.4% | Reduced |
| Reliant Investment Management, LLC | 26,047 | $4.88M | 2.48% | +24,547+1,636.5% | Added |
| Ossiam | 26,061 | $4.88M | 0.08% | −6,098−19.0% | Reduced |
| TrimTabs Asset Management, LLC | 26,175 | $4.90M | 1.42% | +15,707+150.0% | Added |
| Oppenheimer Asset Management Inc. | 26,281 | $4.92M | 0.07% | −4,502−14.6% | Reduced |
| Roundview Capital LLC | 26,318 | $4.93M | 0.45% | +1,190+4.7% | Added |
| Worldquant Millennium Advisors LLC | 26,589 | $4.98M | 0.07% | +23,396+732.7% | Added |
| Siemens Fonds Invest GmbH | 26,655 | $4.99M | 0.41% | +8,047+43.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,852 | $5.03M | 0.10% | +3,169+13.4% | Added |
| Coastal Investment Advisors, Inc. | 26,929 | $5.04M | 1.14% | +2,292+9.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $5.06M | 0.07% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 27,050 | $5.07M | 0.78% | +28+0.1% | Added |
| Avitas Wealth Management LLC | 27,226 | $5.10M | 0.85% | +904+3.4% | Added |
| Cary Street Partner Investment Advisory LLC | 27,278 | $5.11M | 0.24% | +596+2.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,389 | $5.13M | 0.56% | +220+0.8% | Added |
| Capital Fund Management S.A. | 27,805 | $5.21M | 0.07% | −375,376−93.1% | Reduced |
| Arcadia Investment Management Corp | 28,164 | $5.28M | 1.01% | −3,292−10.5% | Reduced |
| Boyd Watterson Asset Management LLC | 28,182 | $5.28M | 2.09% | +205+0.7% | Added |
| Metis Global Partners, LLC | 28,214 | $5.29M | 0.21% | −1,993−6.6% | Reduced |
| Lighthouse Investment Partners, LLC | 28,287 | $5.30M | 0.39% | −12,913−31.3% | Reduced |
| Bokf, NA | 28,335 | $5.31M | 0.10% | −359−1.3% | Reduced |
| Hendershot Investments Inc. | 28,559 | $5.35M | 0.82% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 28,661 | $5.37M | 0.67% | +28,661 | New |
| Assenagon Asset Management S.A. | 28,810 | $5.40M | 0.02% | −1,507−5.0% | Reduced |
| First Interstate Bank | 28,878 | $5.41M | 0.40% | −1,331−4.4% | Reduced |
| Buckingham Capital Management, Inc. | 29,029 | $5.44M | 0.73% | +8,799+43.5% | Added |
| Erste Asset Management GmbH | 28,963 | $5.44M | 0.08% | −1,750−5.7% | Reduced |
| Bouvel Investment Partners, LLC | 29,102 | $5.45M | 2.55% | +778+2.7% | Added |
| LGT Group Foundation | 29,149 | $5.47M | 0.12% | −4,962−14.5% | Reduced |
| Warther Private Wealth, LLC | 29,527 | $5.53M | 3.10% | +8,961+43.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 29,543 | $5.53M | 1.46% | +274+0.9% | Added |
| Wedbush Securities Inc | 29,665 | $5.56M | 0.25% | +1,382+4.9% | Added |
| HRT Financial LP | 29,889 | $5.60M | 0.04% | −65,140−68.5% | Reduced |
| Clearstead Advisors, LLC | 29,967 | $5.61M | 0.30% | −1,032−3.3% | Reduced |
| Long Corridor Asset Management Ltd | 30,000 | $5.62M | 4.69% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 30,433 | $5.70M | 0.07% | +16,010+111.0% | Added |
| Putnam Investments LLC | 30,492 | $5.71M | 0.01% | −778−2.5% | Reduced |
| Mirova | 30,643 | $5.74M | 1.18% | +1,309+4.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,708 | $5.75M | 0.12% | +2,476+8.8% | Added |
| Stratos Wealth Partners, LTD. | 30,893 | $5.79M | 0.11% | +104+0.3% | Added |
| New Mexico Educational Retirement Board | 30,963 | $5.80M | 0.22% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 30,973 | $5.80M | 3.20% | −390−1.2% | Reduced |
| Olstein Capital Management, L.P. | 31,000 | $5.81M | 0.98% | −8,000−20.5% | Reduced |
| Bessemer Group Inc | 31,290 | $5.86M | 0.01% | −1,954−5.9% | Reduced |
| Heritage Trust Co | 31,498 | $5.90M | 0.83% | −280−0.9% | Reduced |
| Stokes Capital Advisors, LLC | 31,575 | $5.92M | 1.87% | −358−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $5.92M | 0.81% | 00.0% | Unchanged |
| Ceera Investments, LLC | 31,653 | $5.93M | 2.79% | +2,345+8.0% | Added |
| Warren Averett Asset Management, LLC | 31,703 | $5.94M | 0.22% | +6,160+24.1% | Added |
| Letson Investment Management, Inc. | 31,822 | $5.96M | 2.77% | +31,822 | New |
| Strategic Wealth Partners, Ltd. | 32,478 | $6.08M | 0.75% | +5,018+18.3% | Added |
| Legacy Trust | 32,647 | $6.12M | 1.59% | −75−0.2% | Reduced |
| Silicon Valley Capital Partners | 32,949 | $6.17M | 1.04% | −739−2.2% | Reduced |
| Wellington Shields Capital Management, LLC | 33,071 | $6.20M | 0.77% | +6,884+26.3% | Added |
| Atlantic Union Bankshares Corp | 33,188 | $6.22M | 0.58% | −2,383−6.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,469 | $6.27M | 2.11% | +230+0.7% | Added |
| Pacific Global Investment Management CO | 34,022 | $6.37M | 1.30% | +1,215+3.7% | Added |
| Norinchukin Bank, The | 34,067 | $6.38M | 0.15% | −4,753−12.2% | Reduced |
| Unison Asset Management LLC | 34,094 | $6.39M | 3.75% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 34,158 | $6.40M | 1.01% | −75−0.2% | Reduced |
| Prio Wealth Limited Partnership | 34,297 | $6.43M | 0.22% | +1,169+3.5% | Added |
| Meyer Handelman Co | 34,500 | $6.46M | 0.25% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 34,165 | $6.46M | 0.67% | +225+0.7% | Added |
| Independent Advisor Alliance | 34,534 | $6.47M | 0.23% | +726+2.1% | Added |
| PGGM Investments | 34,647 | $6.49M | 0.10% | +1,806+5.5% | Added |
| SP Asset Management LLC | 34,654 | $6.49M | 0.67% | +123+0.4% | Added |
| Louisiana State Employees Retirement System | 34,800 | $6.52M | 0.14% | −1,200−3.3% | Reduced |
| Asset Dedication, LLC | 35,115 | $6.55M | 0.53% | −897−2.5% | Reduced |
| HighPoint Advisor Group LLC | 29,198 | $6.60M | 0.47% | +29,198 | New |
| Highland Capital Management, LLC | 35,478 | $6.65M | 0.41% | +230+0.7% | Added |
| Eastern Bank | 35,501 | $6.65M | 0.30% | −640−1.8% | Reduced |
| 1st Source Bank | 35,594 | $6.67M | 0.40% | −471−1.3% | Reduced |
| NWF Advisory Services Inc. | 35,623 | $6.67M | 1.33% | +2,045+6.1% | Added |
| Thompson Siegel & Walmsley LLC | 35,674 | $6.68M | 0.11% | −400−1.1% | Reduced |
| Power Corp of Canada | 35,872 | $6.72M | 0.70% | +2,605+7.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35,933 | $6.73M | 6.23% | +710+2.0% | Added |
| Cubic Asset Management, LLC | 36,105 | $6.76M | 1.74% | −1,215−3.3% | Reduced |
| Winslow Asset Management Inc | 36,135 | $6.77M | 1.38% | +435+1.2% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 36,306 | $6.80M | 2.71% | −81−0.2% | Reduced |
| Tiaa Trust, National Association | 36,432 | $6.83M | 0.02% | −4,509−11.0% | Reduced |
| Securian Asset Management, Inc | 36,461 | $6.83M | 0.19% | −5,289−12.7% | Reduced |
| Girard Partners Ltd. | 36,553 | $6.85M | 0.69% | +1,109+3.1% | Added |
| Whittier Trust Co of Nevada Inc | 36,566 | $6.85M | 0.22% | −67−0.2% | Reduced |
| Banque Cantonale Vaudoise | 36,624 | $6.86M | 0.30% | +10,813+41.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 36,992 | $6.93M | 0.26% | +36,992 | New |
| DCM Advisors, LLC | 37,248 | $6.98M | 2.50% | −97−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 37,288 | $6.99M | 0.18% | +883+2.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $7.04M | 0.64% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 37,852 | $7.09M | 0.46% | +36,497+2,693.5% | Added |
| Pacer Advisors, Inc. | 37,871 | $7.09M | 0.02% | +226+0.6% | Added |
| Cornerstone Advisors, LLC | 38,200 | $7.16M | 0.31% | −5,600−12.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,337 | $7.18M | 0.55% | −1,228−3.1% | Reduced |