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
- 2,191
- +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
- 808 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 |
|---|---|---|---|---|---|
| Maple Capital Management, Inc. | 112,904 | $21.2M | 2.12% | +2,014+1.8% | Added |
| Twin Tree Management, LP | 113,422 | $21.2M | 0.38% | +97,330+604.8% | Added |
| Braun Stacey Associates Inc | 114,827 | $21.5M | 0.96% | −7,516−6.1% | Reduced |
| Kiltearn Partners LLP | 115,123 | $21.6M | 1.66% | −26,800−18.9% | Reduced |
| SG Americas Securities, LLC | 115,187 | $21.6M | 0.24% | +7,433+6.9% | Added |
| Factory Mutual Insurance Co | 115,900 | $21.7M | 0.27% | 00.0% | Unchanged |
| United Services Automobile Association | 116,391 | $21.8M | 0.48% | +1,035+0.9% | Added |
| CIBC Asset Management Inc | 117,396 | $22.0M | 0.08% | +3,547+3.1% | Added |
| Chilton Capital Management LLC | 118,105 | $22.1M | 1.13% | −848−0.7% | Reduced |
| Texas Permanent School Fund | 118,839 | $22.3M | 0.19% | −1,348−1.1% | Reduced |
| Mariner, LLC | 118,864 | $22.3M | 0.05% | +260+0.2% | Added |
| Rheos Capital Works Inc. | 119,000 | $22.3M | 1.23% | +88,000+283.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 119,635 | $22.4M | 2.37% | +119,635 | New |
| Skandinaviska Enskilda Banken AB (publ) | 121,108 | $22.7M | 0.13% | −3,806−3.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 121,133 | $22.7M | 0.88% | +2,185+1.8% | Added |
| Equitable Trust Co | 121,423 | $22.7M | 1.71% | −121−0.1% | Reduced |
| Capital Investment Advisors, LLC | 122,615 | $23.0M | 0.58% | +6,883+5.9% | Added |
| USS Investment Management Ltd | 122,774 | $23.0M | 0.21% | −9,058−6.9% | Reduced |
| Colony Group, LLC | 122,906 | $23.0M | 0.30% | +122,906 | New |
| IFM Investors Pty Ltd | 125,817 | $23.6M | 0.29% | −2,963−2.3% | Reduced |
| Dana Investment Advisors, Inc. | 125,994 | $23.6M | 1.14% | −13,331−9.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 126,073 | $23.6M | 0.17% | +9,091+7.8% | Added |
| Mill Capital Management, LLC | 127,429 | $23.9M | 2.13% | +120+0.1% | Added |
| Greatmark Investment Partners, Inc. | 127,555 | $23.9M | 3.74% | +2,208+1.8% | Added |
| Private Management Group Inc | 127,577 | $23.9M | 0.91% | −28,276−18.1% | Reduced |
| United Capital Financial Advisers, LLC | 128,881 | $24.1M | 0.20% | +1,288+1.0% | Added |
| Stewart & Patten Co LLC | 130,235 | $24.4M | 3.82% | +4,822+3.8% | Added |
| Commerce Bank | 133,803 | $25.1M | 0.18% | −3,881−2.8% | Reduced |
| JPB Foundation | 133,851 | $25.1M | 2.69% | +133,851 | New |
| Destination Wealth Management | 134,198 | $25.1M | 0.87% | −2,387−1.7% | Reduced |
| Franklin Street Advisors Inc | 134,279 | $25.2M | 2.06% | −44,690−25.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 135,119 | $25.3M | 2.29% | +184+0.1% | Added |
| Daiwa Securities Group Inc. | 135,483 | $25.4M | 0.16% | +11,674+9.4% | Added |
| Bradley Foster & Sargent Inc | 135,701 | $25.4M | 0.49% | +8,019+6.3% | Added |
| Creative Planning | 138,260 | $25.9M | 0.05% | +9,410+7.3% | Added |
| Amalgamated Bank | 143,332 | $26.9M | 0.21% | −6,924−4.6% | Reduced |
| Advisors Asset Management, Inc. | 144,501 | $27.1M | 0.55% | −2,768−1.9% | Reduced |
| CIBC World Markets Corp | 144,808 | $27.1M | 0.15% | +11,838+8.9% | Added |
| Douglass Winthrop Advisors, LLC | 145,539 | $27.3M | 0.61% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 146,069 | $27.4M | 0.07% | +5,115+3.6% | Added |
| Regions Financial Corp | 147,020 | $27.5M | 0.23% | −3,326−2.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 147,429 | $27.6M | 0.07% | +905+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 147,620 | $27.7M | 0.43% | −1,502−1.0% | Reduced |
| MetLife Investment Management | 147,687 | $27.7M | 0.20% | −4,503−3.0% | Reduced |
| Swiss Life Asset Management Ltd | 150,871 | $28.3M | 0.34% | +32,433+27.4% | Added |
| Delta Global Management LP | 151,056 | $28.3M | 4.34% | +151,056 | New |
| Williams Jones Wealth Management, LLC. | 153,071 | $28.7M | 0.40% | −978−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 153,420 | $28.7M | 0.06% | −1,920−1.2% | Reduced |
| DekaBank Deutsche Girozentrale | 153,683 | $28.8M | 0.06% | −5,174−3.3% | Reduced |
| M&T Bank Corp | 154,238 | $28.9M | 0.11% | −5,252−3.3% | Reduced |
| State of Michigan Retirement System | 157,577 | $29.5M | 0.18% | −1,900−1.2% | Reduced |
| APG Asset Management N.V. | 175,299 | $29.7M | 0.06% | +133,500+319.4% | Added |
| Pinnacle Financial Partners Inc | 161,025 | $30.2M | 0.72% | −11,851−6.9% | Reduced |
| Huntington National Bank | 161,032 | $30.2M | 0.27% | −103,657−39.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 161,692 | $30.3M | 3.71% | +1,200+0.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 81,886 | $30.3M | 0.42% | +81,886 | New |
| DnB Asset Management AS | 162,321 | $30.4M | 0.16% | +37,603+30.2% | Added |
| Umb Bank N A | 162,863 | $30.5M | 0.45% | −317−0.2% | Reduced |
| Country Trust Bank | 162,948 | $30.5M | 0.85% | −40,892−20.1% | Reduced |
| Comerica Bank | 163,610 | $30.7M | 0.14% | −99−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 164,426 | $30.8M | 6.23% | +4,296+2.7% | Added |
| Dundas Partners LLP | 166,000 | $31.1M | 2.71% | 00.0% | Unchanged |
| Zacks Investment Management | 166,268 | $31.1M | 0.38% | +2,243+1.4% | Added |
| Cambridge Trust Co | 168,441 | $31.6M | 1.31% | −1,047−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 168,720 | $31.6M | 0.30% | +7,785+4.8% | Added |
| Barr E S & Co | 170,170 | $31.9M | 2.16% | −6,279−3.6% | Reduced |
| Jane Street Group, LLC | 170,335 | $31.9M | 0.04% | −162,490−48.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 170,809 | $32.0M | 0.38% | −23,315−12.0% | Reduced |
| Two Sigma Investments, LP | 171,569 | $32.1M | 0.08% | −612,982−78.1% | Reduced |
| Edgar Lomax Co | 172,400 | $32.3M | 2.11% | −7,025−3.9% | Reduced |
| Forsta Ap-Fonden | 173,000 | $32.4M | 0.33% | +4,400+2.6% | Added |
| Baird Financial Group, Inc. | 173,009 | $32.4M | 0.07% | −397−0.2% | Reduced |
| Arizona State Retirement System | 176,119 | $33.0M | 0.25% | −2,701−1.5% | Reduced |
| Handelsbanken Fonder AB | 176,889 | $33.1M | 0.16% | +20,769+13.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 177,774 | $33.3M | 0.05% | −2,790−1.5% | Reduced |
| Janney Montgomery Scott LLC | 178,307 | $33.4M | 0.11% | +2,284+1.3% | Added |
| ZWJ Investment Counsel Inc | 180,094 | $33.7M | 1.74% | −321−0.2% | Reduced |
| Aureus Asset Management, LLC | 182,125 | $34.1M | 2.50% | +850.0% | Added |
| Captrust Financial Advisors | 183,973 | $34.5M | 0.12% | +2,070+1.1% | Added |
| Heritage Investors Management Corp | 185,790 | $34.8M | 1.32% | +1,547+0.8% | Added |
| Lord, Abbett & Co. LLC | 187,346 | $35.1M | 0.12% | −22,454−10.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 189,000 | $35.4M | 0.12% | +31,000+19.6% | Added |
| Johnson Investment Counsel Inc | 189,338 | $35.5M | 0.42% | −3,205−1.7% | Reduced |
| American International Group, Inc. | 190,364 | $35.7M | 0.15% | −380.0% | Reduced |
| Walleye Capital LLC | 191,846 | $35.9M | 0.50% | +30,880+19.2% | Added |
| Roffman Miller Associates Inc | 192,258 | $36.0M | 2.57% | −647−0.3% | Reduced |
| Pinnacle Associates Ltd | 192,814 | $36.1M | 0.61% | −975−0.5% | Reduced |
| Los Angeles Capital Management LLC | 193,261 | $36.2M | 0.14% | +30,576+18.8% | Added |
| CIBC World Markets Inc. | 195,070 | $36.5M | 0.10% | +138,396+244.2% | Added |
| Cohen Klingenstein LLC | 197,164 | $36.9M | 1.51% | −1,605−0.8% | Reduced |
| Degroof Petercam Asset Management | 197,200 | $36.9M | 0.49% | +197,200 | New |
| Global Frontier Investments LLC | 197,215 | $36.9M | 12.69% | 00.0% | Unchanged |
| Fifth Third Bancorp | 202,356 | $37.9M | 0.16% | −11,059−5.2% | Reduced |
| Todd Asset Management LLC | 202,569 | $37.9M | 0.84% | −1,891−0.9% | Reduced |
| Ninety One UK Ltd | 204,057 | $38.2M | 0.11% | −9,737−4.6% | Reduced |
| Rafferty Asset Management, LLC | 204,067 | $38.2M | 0.16% | +8,865+4.5% | Added |
| Border to Coast Pensions Partnership Ltd | 204,899 | $38.4M | 0.94% | 00.0% | Unchanged |
| Martingale Asset Management L P | 206,353 | $38.7M | 0.79% | +16,728+8.8% | Added |
| AQR Capital Management LLC | 208,578 | $39.1M | 0.07% | +103,355+98.2% | Added |
| Flossbach Von Storch AG | 209,175 | $39.2M | 0.18% | +1,339+0.6% | Added |