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 |
|---|---|---|---|---|---|
| Strategic Wealth Designers | 61,324 | $11.5M | 1.73% | +6,331+11.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 61,708 | $11.6M | 0.15% | +12,334+25.0% | Added |
| Anchor Capital Advisors LLC | 61,790 | $11.6M | 0.31% | −1,139−1.8% | Reduced |
| Calamos Wealth Management LLC | 61,906 | $11.6M | 0.73% | −486−0.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 62,190 | $11.7M | 2.93% | −222−0.4% | Reduced |
| Banyan Capital Management, Inc. | 63,119 | $11.8M | 7.25% | −140−0.2% | Reduced |
| Hancock Whitney Corp | 63,472 | $11.9M | 0.44% | +46,131+266.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 64,192 | $12.0M | 0.25% | +4,194+7.0% | Added |
| Shayne & Co., LLC | 64,622 | $12.1M | 3.76% | +260+0.4% | Added |
| Payden & Rygel | 64,700 | $12.1M | 0.88% | +64,700 | New |
| QRG Capital Management, Inc. | 65,260 | $12.2M | 0.18% | +2,974+4.8% | Added |
| Beacon Pointe Advisors, LLC | 65,356 | $12.2M | 0.15% | −1,212−1.8% | Reduced |
| GM Advisory Group, Inc. | 65,440 | $12.3M | 0.93% | +725+1.1% | Added |
| Ethic Inc. | 66,210 | $12.4M | 0.37% | +7,502+12.8% | Added |
| Eagle Global Advisors LLC | 66,475 | $12.5M | 0.75% | −1,499−2.2% | Reduced |
| Taurus Asset Management, LLC | 66,484 | $12.5M | 1.35% | −788−1.2% | Reduced |
| Vontobel Holding Ltd. | 66,756 | $12.5M | 0.10% | −17,019−20.3% | Reduced |
| Willis Investment Counsel | 66,941 | $12.5M | 0.88% | −457−0.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 67,096 | $12.6M | 2.54% | +797+1.2% | Added |
| Lido Advisors, LLC | 67,222 | $12.6M | 0.13% | +769+1.2% | Added |
| Investment Management Corp of Ontario | 67,612 | $12.7M | 0.31% | +65,787+3,604.8% | Added |
| Narwhal Capital Management | 69,001 | $12.9M | 1.41% | −9,121−11.7% | Reduced |
| Parthenon LLC | 69,674 | $13.1M | 1.80% | −125−0.2% | Reduced |
| CBOE Vest Financial, LLC | 69,752 | $13.1M | 0.49% | +13,594+24.2% | Added |
| Wesleyan Assurance Society | 69,800 | $13.1M | 1.29% | 00.0% | Unchanged |
| Interval Partners, LP | 69,871 | $13.1M | 0.57% | −43,011−38.1% | Reduced |
| Nixon Capital, LLC | 70,429 | $13.2M | 5.92% | −401−0.6% | Reduced |
| Banco Santander, S.A. | 70,530 | $13.2M | 0.16% | −538−0.8% | Reduced |
| Drexel Morgan & Co. | 70,918 | $13.3M | 3.07% | +35,000+97.4% | Added |
| Diversified Trust Co | 71,244 | $13.3M | 0.45% | +26,428+59.0% | Added |
| Point72 Asset Management, L.P. | 71,604 | $13.4M | 0.04% | +18,661+35.2% | Added |
| Nissay Asset Management Corp | 71,642 | $13.4M | 0.11% | +44+0.1% | Added |
| British Columbia Investment Management Corp | 72,058 | $13.5M | 0.11% | +14,615+25.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 72,240 | $13.5M | 2.57% | +572+0.8% | Added |
| 2Xideas AG | 72,673 | $13.6M | 1.46% | +1,576+2.2% | Added |
| Kempen Capital Management N.V. | 73,114 | $13.7M | 0.19% | +73,114 | New |
| Cresset Asset Management, LLC | 73,343 | $13.7M | 0.08% | +1,412+2.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 73,617 | $13.8M | 0.02% | +2,647+3.7% | Added |
| State of Alaska, Department of Revenue | 73,636 | $13.8M | 0.16% | −5,335−6.8% | Reduced |
| Marco Investment Management LLC | 73,984 | $13.9M | 1.42% | 00.0% | Unchanged |
| Whittier Trust Co | 74,059 | $13.9M | 0.22% | +649+0.9% | Added |
| Holowesko Partners Ltd. | 74,200 | $13.9M | 5.01% | 00.0% | Unchanged |
| Torray LLC | 74,201 | $13.9M | 2.25% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 74,689 | $14.0M | 0.29% | −3,228−4.1% | Reduced |
| Natixis | 75,974 | $14.2M | 0.11% | −44,954−37.2% | Reduced |
| AE Wealth Management LLC | 71,268 | $14.4M | 0.07% | −16,917−19.2% | Reduced |
| Mutual of America Capital Management LLC | 77,079 | $14.4M | 0.17% | −4,368−5.4% | Reduced |
| FIL Ltd | 77,396 | $14.5M | 0.02% | −3,351−4.1% | Reduced |
| Mercer Global Advisors Inc | 77,505 | $14.5M | 0.04% | +2,836+3.8% | Added |
| Prana Capital Management, LP | 78,727 | $14.7M | 0.87% | −248,652−76.0% | Reduced |
| Morningstar Investment Services LLC | 78,625 | $14.8M | 0.08% | +38,729+97.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 79,090 | $14.8M | 0.06% | +3,788+5.0% | Added |
| Agf Management Ltd | 79,270 | $14.9M | 0.09% | +7,840+11.0% | Added |
| Great West Life Assurance Co | 79,855 | $14.9M | 0.03% | +3,139+4.1% | Added |
| Quadrature Capital Ltd | 80,573 | $15.1M | 0.27% | +80,573 | New |
| Baxter Bros Inc | 81,135 | $15.2M | 2.11% | +1,606+2.0% | Added |
| Abner Herrman & Brock LLC | 81,844 | $15.3M | 2.15% | −728−0.9% | Reduced |
| Founders Capital Management, LLC | 82,025 | $15.4M | 3.15% | +4,423+5.7% | Added |
| LVM Capital Management Ltd | 82,474 | $15.5M | 1.98% | +735+0.9% | Added |
| HM Payson & Co | 83,738 | $15.7M | 0.32% | −4,974−5.6% | Reduced |
| Connors Investor Services Inc | 84,665 | $15.9M | 1.78% | −574−0.7% | Reduced |
| Yousif Capital Management, LLC | 85,000 | $15.9M | 0.19% | −4,388−4.9% | Reduced |
| Walleye Trading LLC | 85,223 | $16.0M | 0.24% | +75,174+748.1% | Added |
| Clifford Capital Partners LLC | 86,941 | $16.3M | 4.20% | +2,126+2.5% | Added |
| Citizens Financial Group Inc | 87,113 | $16.3M | 0.56% | +101+0.1% | Added |
| Fiduciary Trust Co | 89,431 | $16.8M | 0.28% | −821−0.9% | Reduced |
| Welch & Forbes LLC | 89,890 | $16.8M | 0.25% | −502−0.6% | Reduced |
| New York Life Investment Management LLC | 90,753 | $17.0M | 0.17% | −302−0.3% | Reduced |
| Investment House LLC | 90,950 | $17.0M | 1.21% | +981+1.1% | Added |
| Laurion Capital Management LP | 93,406 | $17.5M | 0.63% | +88,632+1,856.6% | Added |
| Public Employees Retirement Association of Colorado | 93,710 | $17.6M | 0.08% | −3,007−3.1% | Reduced |
| Cerity Partners LLC | 415,696 | $17.7M | 0.06% | +335,338+417.3% | Added |
| Chesley Taft & Associates LLC | 94,715 | $17.7M | 1.00% | +3,127+3.4% | Added |
| MML Investors Services, LLC | 95,015 | $17.8M | 0.08% | +8,488+9.8% | Added |
| Xponance, Inc. | 95,838 | $18.0M | 0.22% | +1,849+2.0% | Added |
| Tower Research Capital LLC (TRC) | 96,453 | $18.1M | 0.22% | +52,483+119.4% | Added |
| Gradient Investments LLC | 98,115 | $18.4M | 0.44% | +94,354+2,508.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 98,163 | $18.4M | 0.23% | −5,700−5.5% | Reduced |
| Henshaw Capital LLC | 98,305 | $18.4M | 0.96% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 99,016 | $18.5M | 1.22% | −227−0.2% | Reduced |
| Utah Retirement Systems | 100,622 | $18.9M | 0.24% | −1,300−1.3% | Reduced |
| Smith Group Asset Management, LLC | 100,685 | $18.9M | 1.10% | +100,685 | New |
| Steward Partners Investment Advisory, LLC | 100,797 | $18.9M | 0.26% | +2,206+2.2% | Added |
| Czech National Bank | 100,843 | $18.9M | 0.27% | −844−0.8% | Reduced |
| Klingenstein Fields & Co LP | 101,209 | $19.0M | 0.85% | −464−0.5% | Reduced |
| Boston Common Asset Management, LLC | 101,856 | $19.1M | 0.43% | −18,115−15.1% | Reduced |
| Bartlett & Co. LLC | 101,818 | $19.1M | 0.31% | −2,229−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 101,818 | $19.1M | 0.31% | −2,229−2.1% | Reduced |
| Brinker Capital Investments, LLC | 101,340 | $19.2M | 0.22% | −4,908−4.6% | Reduced |
| Orion Portfolio Solutions, LLC | 101,340 | $19.2M | 0.22% | −4,908−4.6% | Reduced |
| Bragg Financial Advisors, Inc | 102,739 | $19.2M | 0.92% | −764−0.7% | Reduced |
| Noesis Capital Mangement Corp | 102,903 | $19.3M | 4.54% | −1,511−1.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 103,140 | $19.3M | 0.73% | −19,039−15.6% | Reduced |
| Paralel Advisors LLC | 105,000 | $19.7M | 1.01% | 00.0% | Unchanged |
| Thomasville National Bank | 105,055 | $19.7M | 1.75% | +103,009+5,034.7% | Added |
| Pathstone Holdings, LLC | 105,929 | $19.9M | 0.11% | +105,929 | New |
| Marex Group plc | 107,217 | $20.1M | 0.79% | +104,866+4,460.5% | Added |
| Abn Amro Investment Solutions | 109,137 | $20.4M | 0.36% | −5,492−4.8% | Reduced |
| Tweedy, Browne Co LLC | 109,896 | $20.6M | 1.00% | −3,823−3.4% | Reduced |
| Cullinan Associates Inc | 110,087 | $20.6M | 1.15% | −1,736−1.6% | Reduced |