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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 38,443 | $7.20M | 1.50% | +216+0.6% | Added |
| Hartford Investment Management Co | 38,799 | $7.27M | 0.27% | −1,110−2.8% | Reduced |
| Ziegler Capital Management, LLC | 38,884 | $7.28M | 0.33% | +28,780+284.8% | Added |
| St Germain D J Co Inc | 38,911 | $7.29M | 0.38% | −127−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 38,527 | $7.29M | 1.00% | −215−0.6% | Reduced |
| MAI Capital Management | 39,257 | $7.35M | 0.10% | −28,933−42.4% | Reduced |
| Savant Capital, LLC | 39,739 | $7.44M | 0.10% | +2,219+5.9% | Added |
| Shelter Mutual Insurance Co | 39,885 | $7.47M | 2.06% | 00.0% | Unchanged |
| LB Partners LLC | 40,000 | $7.49M | 8.22% | +40,000 | New |
| Radnor Capital Management, LLC | 40,007 | $7.50M | 1.40% | +2,591+6.9% | Added |
| Central Trust Co | 40,343 | $7.56M | 0.20% | +246+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 40,798 | $7.64M | 0.10% | +3,217+8.6% | Added |
| Jacobs & Co | 40,808 | $7.64M | 0.87% | +1,944+5.0% | Added |
| Laffer Tengler Investments | 40,886 | $7.66M | 2.04% | +18,249+80.6% | Added |
| Ironwood Investment Counsel, LLC | 40,894 | $7.66M | 1.43% | −1,285−3.0% | Reduced |
| Searle & Co. | 41,357 | $7.75M | 2.12% | +7,267+21.3% | Added |
| ING Groep NV | 41,439 | $7.76M | 0.06% | +21,499+107.8% | Added |
| WoodTrust Financial Corp | 41,895 | $7.85M | 1.34% | +838+2.0% | Added |
| Brown Brothers Harriman & Co | 42,142 | $7.89M | 0.07% | −2,784−6.2% | Reduced |
| D.A. Davidson & Co. | 42,186 | $7.90M | 0.08% | +13,493+47.0% | Added |
| Exchange Traded Concepts, LLC | 42,339 | $7.93M | 0.21% | −2,047−4.6% | Reduced |
| NFC Investments, LLC | 42,577 | $7.98M | 2.47% | +42,577 | New |
| Intech Investment Management LLC | 42,856 | $8.03M | 0.12% | −11,885−21.7% | Reduced |
| Van Cleef Asset Management,Inc | 43,100 | $8.07M | 1.13% | +25+0.1% | Added |
| Amica Mutual Insurance Co | 43,108 | $8.08M | 0.87% | 00.0% | Unchanged |
| Family Capital Trust Co | 43,354 | $8.12M | 2.56% | −28−0.1% | Reduced |
| Greystone Financial Group, LLC | 43,431 | $8.14M | 1.88% | +36,486+525.4% | Added |
| Kinneret Advisory, LLC | 43,795 | $8.20M | 0.91% | −279−0.6% | Reduced |
| Guggenheim Capital LLC | 44,135 | $8.27M | 0.06% | −6,308−12.5% | Reduced |
| Financial Avengers, Inc. | 44,242 | $8.29M | 4.98% | +170+0.4% | Added |
| Chemung Canal Trust Co | 44,797 | $8.39M | 1.73% | +786+1.8% | Added |
| Oregon Public Employees Retirement Fund | 44,916 | $8.41M | 0.15% | −133−0.3% | Reduced |
| Maryland State Retirement & Pension System | 45,162 | $8.46M | 0.17% | −408−0.9% | Reduced |
| Meeder Asset Management Inc | 45,380 | $8.50M | 0.66% | +45,380 | New |
| Illinois Municipal Retirement Fund | 45,824 | $8.59M | 0.14% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 46,034 | $8.62M | 2.57% | −3,864−7.7% | Reduced |
| Kentucky Retirement Systems | 46,063 | $8.63M | 0.27% | +118+0.3% | Added |
| Prudential PLC | 46,092 | $8.63M | 0.09% | +1,211+2.7% | Added |
| Mirabaud Asset Management Ltd | 46,240 | $8.66M | 3.71% | +46,240 | New |
| Tredje AP-fonden | 46,585 | $8.73M | 0.11% | +5,580+13.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 46,926 | $8.79M | 2.81% | −1,318−2.7% | Reduced |
| GDS Wealth Management | 47,069 | $8.82M | 1.19% | +7,527+19.0% | Added |
| Oppenheimer & Co Inc | 47,125 | $8.83M | 0.16% | −11,796−20.0% | Reduced |
| Neville Rodie & Shaw Inc | 47,497 | $8.90M | 0.73% | −702−1.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 69,268 | $8.96M | 0.33% | +69,268 | New |
| Schonfeld Strategic Advisors LLC | 48,230 | $9.04M | 0.07% | −394,077−89.1% | Reduced |
| Davy Global Fund Management Ltd | 48,720 | $9.13M | 1.08% | +32,952+209.0% | Added |
| Stanley Capital Management, LLC | 48,830 | $9.15M | 2.25% | 00.0% | Unchanged |
| Atria Investments LLC | 49,231 | $9.22M | 0.14% | +300+0.6% | Added |
| Stansberry Asset Management, LLC | 49,265 | $9.23M | 1.53% | −1,681−3.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 49,320 | $9.24M | 0.51% | −28,680−36.8% | Reduced |
| Two Sigma Advisers, LP | 49,600 | $9.29M | 0.02% | −60,200−54.8% | Reduced |
| Meitav Dash Investments Ltd | 50,125 | $9.40M | 0.14% | +4,042+8.8% | Added |
| Grimes & Company, Inc. | 50,593 | $9.48M | 0.31% | +1,878+3.9% | Added |
| Hi-Line Capital Management, LLC | 50,644 | $9.49M | 3.68% | −4,904−8.8% | Reduced |
| Sky Investment Group LLC | 50,649 | $9.49M | 2.00% | +59+0.1% | Added |
| Argent Trust Co | 50,687 | $9.50M | 0.47% | +33+0.1% | Added |
| La Banque Postale Asset Management SA | 50,840 | $9.52M | 0.21% | +4,180+9.0% | Added |
| Atria Wealth Solutions, Inc. | 51,212 | $9.59M | 0.12% | +53+0.1% | Added |
| Cetera Investment Advisers | 51,612 | $9.67M | 0.08% | +1,541+3.1% | Added |
| Perennial Advisors, LLC | 51,848 | $9.71M | 2.39% | +578+1.1% | Added |
| Federated Hermes, Inc. | 51,881 | $9.72M | 0.02% | +3,567+7.4% | Added |
| Gulf International Bank (UK) Ltd | 51,892 | $9.72M | 0.27% | −5,901−10.2% | Reduced |
| Ofi Invest Asset Management | 57,518 | $9.75M | 0.33% | +173+0.3% | Added |
| Cetera Advisor Networks LLC | 52,240 | $9.79M | 0.05% | −1,436−2.7% | Reduced |
| Assetmark, Inc | 52,567 | $9.85M | 0.04% | +5,050+10.6% | Added |
| Private Advisor Group, LLC | 52,941 | $9.92M | 0.08% | +3,642+7.4% | Added |
| Van Eck Associates Corp | 53,111 | $9.95M | 0.02% | −5,657−9.6% | Reduced |
| Kestra Advisory Services, LLC | 53,443 | $10.0M | 0.08% | +4,936+10.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 53,540 | $10.0M | 0.45% | +11,779+28.2% | Added |
| Prime Capital Investment Advisors, LLC | 53,560 | $10.0M | 0.15% | −9,412−14.9% | Reduced |
| HB Wealth Management, LLC | 53,572 | $10.0M | 0.14% | −1,412−2.6% | Reduced |
| Polar Capital Holdings Plc | 53,859 | $10.1M | 0.07% | −7,450−12.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 54,289 | $10.2M | 0.02% | +12,789+30.8% | Added |
| GWM Advisors LLC | 54,570 | $10.2M | 0.10% | −1,607−2.9% | Reduced |
| Eagle Rock Investment Company, LLC | 54,409 | $10.2M | 2.08% | +208+0.4% | Added |
| JustInvest LLC | 54,639 | $10.2M | 0.26% | +2,347+4.5% | Added |
| Elo Mutual Pension Insurance Co | 54,653 | $10.2M | 0.28% | +1,778+3.4% | Added |
| Marsico Capital Management LLC | 54,925 | $10.3M | 0.40% | +54,925 | New |
| Brookstone Capital Management | 54,942 | $10.3M | 0.20% | +14,134+34.6% | Added |
| Sandy Spring Bank | 55,377 | $10.4M | 0.52% | +167+0.3% | Added |
| Sprucegrove Investment Management Ltd | 55,897 | $10.5M | 0.45% | +5,800+11.6% | Added |
| Redwood Grove Capital, LLC | 56,329 | $10.6M | 3.90% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 56,715 | $10.6M | 0.19% | −53,570−48.6% | Reduced |
| Mackenzie Financial Corp | 56,738 | $10.6M | 0.02% | −244−0.4% | Reduced |
| Perigon Wealth Management, LLC | 56,947 | $10.7M | 0.35% | +4,461+8.5% | Added |
| Silvercrest Asset Management Group LLC | 57,086 | $10.7M | 0.08% | −10,444−15.5% | Reduced |
| Davenport & Co LLC | 57,091 | $10.7M | 0.07% | +4,763+9.1% | Added |
| Wealthfront Advisers LLC | 57,215 | $10.7M | 0.04% | +2,963+5.5% | Added |
| Peapack Gladstone Financial Corp | 57,244 | $10.7M | 0.18% | +891+1.6% | Added |
| Rice Partnership, LLC | 57,646 | $10.8M | 2.82% | +1,346+2.4% | Added |
| Griffin Asset Management, Inc. | 58,043 | $10.9M | 1.38% | −663−1.1% | Reduced |
| Seizert Capital Partners, LLC | 58,053 | $10.9M | 0.55% | −220.0% | Reduced |
| Carret Asset Management, LLC | 58,124 | $10.9M | 1.39% | +289+0.5% | Added |
| Matthew Goff Investment Advisor, LLC | 59,101 | $11.1M | 2.46% | −199−0.3% | Reduced |
| Jennison Associates LLC | 59,117 | $11.1M | 0.01% | −134,333−69.4% | Reduced |
| GHP Investment Advisors, Inc. | 59,143 | $11.1M | 0.60% | +405+0.7% | Added |
| Bell Asset Management Ltd | 60,714 | $11.4M | 1.73% | +439+0.7% | Added |
| Choate Investment Advisors | 60,879 | $11.4M | 0.35% | +98+0.2% | Added |
| Northwest & Ethical Investments L.P. | 61,206 | $11.5M | 0.35% | −1,219−2.0% | Reduced |