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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.

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.

Institutional holdersQ4 2023: 2,192 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2023: $114.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2023.

Institutions holding AXP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Aquamarine Zurich AGSuperinvestorAquamarine210,000$39.3M17.20%00.0%Unchanged
Northwestern Mutual Wealth Management Co210,162$39.4M0.04%+5,930+2.9%Added
CIBC Private Wealth Group, LLC217,905$40.8M0.09%+12,439+6.1%Added
Teacher Retirement System of Texas223,451$41.9M0.29%+20,086+9.9%Added
Central Securities Corp230,000$43.1M4.68%00.0%Unchanged
Royal London Asset Management Ltd235,213$44.1M0.13%−6,285−2.6%Reduced
Boston Trust Walden Corp237,959$44.6M0.34%+12,604+5.6%Added
Nomura Asset Management Co Ltd238,151$44.6M0.18%−2,801−1.2%Reduced
Teachers Retirement System of the State of Kentucky238,270$44.6M0.42%−1,480−0.6%Reduced
Alberta Investment Management Corp239,500$44.9M0.42%−181,049−43.1%Reduced
Mairs & Power Inc241,580$45.3M0.48%−7,146−2.9%Reduced
Clarkston Capital Partners, LLC245,331$46.0M0.85%−395−0.2%Reduced
Susquehanna International Group, LLP245,687$46.0M0.08%−594,792−70.8%Reduced
Public Sector Pension Investment Board249,288$46.7M0.36%−50,651−16.9%Reduced
Nisa Investment Advisors, LLC249,596$46.8M0.33%−4,161−1.6%Reduced
Cornerstone Investment Partners, LLC253,022$47.4M2.67%+380.0%Added
Truist Financial Corp254,304$47.6M0.08%−31,044−10.9%Reduced
Balyasny Asset Management LLC255,906$47.9M0.13%−84,140−24.7%Reduced
ProShare Advisors LLC256,435$48.0M0.15%−9,922−3.7%Reduced
Schwerin Boyle Capital Management Inc260,735$48.8M5.46%−639−0.2%Reduced
Advisor Group Holdings, Inc.261,326$49.0M0.09%−93,994−26.5%Reduced
Vaughan David Investments LLC265,338$49.7M1.36%+1,712+0.6%Added
Commonwealth Equity Services, LLC265,902$49.8M0.09%+16,293+6.5%Added
Millennium Management LLC269,108$50.4M0.05%−104,998−28.1%Reduced
Pensioenfonds Rail & Ov269,120$50.4M2.91%00.0%Unchanged
Pinebridge Investments, L.P.269,563$50.5M0.47%+41,892+18.4%Added
SEI Investments Co275,264$51.6M0.08%−9,846−3.5%Reduced
Aviva PLC279,091$52.3M0.19%−21,885−7.3%Reduced
Nomura Holdings Inc280,489$52.5M0.47%+263,677+1,568.4%Added
Sumitomo Mitsui DS Asset Management Company, Ltd282,674$53.0M0.69%−3,388−1.2%Reduced
Treasurer of the State of North Carolina283,351$53.1M0.26%−2,555−0.9%Reduced
Calamos Advisors LLC291,425$54.6M0.28%−32,541−10.0%Reduced
Keybank National Association296,754$55.6M0.25%+1,729+0.6%Added
Mn Services Vermogensbeheer B.V.298,112$55.8M0.50%−10,900−3.5%Reduced
Public Employees Retirement System of Ohio298,213$55.9M0.22%−5,619−1.8%Reduced
Atalanta Sosnoff Capital, LLC298,382$55.9M1.44%−113,971−27.6%Reduced
Man Group plc301,833$56.5M0.16%––
Fayez Sarofim & Co266,622$56.6M0.17%−7,354−2.7%Reduced
Hosking Partners LLP307,353$57.6M2.43%−22,254−6.8%Reduced
Cambiar Investors LLC318,263$59.6M2.35%+1,332+0.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)320,801$60.1M0.23%+12,267+4.0%Added
Wealth Enhancement Advisory Services, LLC320,944$60.1M0.17%−14,857−4.4%Reduced
Chevy Chase Trust Holdings, Inc.329,871$61.8M0.22%−5,667−1.7%Reduced
State of Tennessee, Treasury Department334,851$62.7M0.25%+26,533+8.6%Added
Asset Management One Co.,Ltd.336,489$63.2M0.25%−5,574−1.6%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.339,779$63.7M0.18%−89,826−20.9%Reduced
Great Lakes Advisors, LLC343,923$64.4M0.61%−16,447−4.6%Reduced
Glenmede Trust Co NA345,816$64.8M0.34%−4,493−1.3%Reduced
Bowen Hanes & Co Inc346,261$64.9M1.96%−1,152−0.3%Reduced
Beck Mack & Oliver LLC348,771$65.3M1.52%−1,111−0.3%Reduced
Par Capital Management Inc350,000$65.6M2.15%00.0%Unchanged
Neuberger Berman Group LLC350,146$65.6M0.06%+2,432+0.7%Added
AMF Pensionsforsakring AB351,231$65.8M0.56%−113,591−24.4%Reduced
State of New Jersey Common Pension Fund D357,685$67.0M0.22%−2,602−0.7%Reduced
Ensign Peak Advisors, Inc358,721$67.2M0.13%−164,407−31.4%Reduced
Citigroup Inc369,594$69.2M0.09%−144,170−28.1%Reduced
Candriam Luxembourg S.C.A.370,281$69.4M0.48%+7,283+2.0%Added
STRS Ohio372,170$69.7M0.29%−111,623−23.1%Reduced
Toronto Dominion Bank374,255$70.1M0.10%−13,760−3.5%Reduced
Brandywine Global Investment Management, LLC379,527$71.1M0.57%−17,788−4.5%Reduced
Employees Retirement System of Texas388,000$72.7M0.85%00.0%Unchanged
Storebrand Asset Management AS404,667$75.8M0.27%+16,406+4.2%Added
Crawford Investment Counsel Inc415,303$77.8M1.56%−75,110−15.3%Reduced
Swedbank AB426,893$80.0M0.13%−6,217−1.4%Reduced
Dodge & Cox434,097$81.3M0.05%−9,577−2.2%Reduced
Cacti Asset Management LLC437,676$81.9M7.12%−37,875−8.0%Reduced
Arrowstreet Capital, Limited Partnership442,778$83.0M0.09%−50,888−10.3%Reduced
Heard Capital LLC450,979$84.5M5.66%−27,919−5.8%Reduced
US Bancorp451,188$84.5M0.13%−6,237−1.4%Reduced
Allianz Asset Management GmbH451,382$84.6M0.16%−26,061−5.5%Reduced
Citadel Advisors LLC459,508$86.1M0.09%−361,704−44.0%Reduced
Clark Capital Management Group, Inc.470,632$88.2M0.72%−80,853−14.7%Reduced
Mitsubishi UFJ Trust & Banking Corp471,509$88.3M0.21%−13,492−2.8%Reduced
Manufacturers Life Insurance Company, The476,556$89.3M0.05%+12,635+2.7%Added
Retirement Systems of Alabama480,181$90.0M0.38%−4,670−1.0%Reduced
Markel Group Inc.SuperinvestorMarkel Group484,250$90.7M0.99%00.0%Unchanged
Qube Research & Technologies Ltd489,306$91.7M0.21%−977,346−66.6%Reduced
Equity Investment Corp490,941$92.0M2.58%−4,095−0.8%Reduced
Squarepoint Ops LLC494,488$92.6M0.38%−427,267−46.4%Reduced
M&G Investment Management Ltd496,851$92.9M0.56%+67,585+15.7%Added
Focused Investors LLC499,000$93.5M3.03%−2,900−0.6%Reduced
Russell Investments Group, Ltd.528,631$99.1M0.18%−7,965−1.5%Reduced
LPL Financial LLC533,017$99.9M0.06%+23,904+4.7%Added
Stifel Financial Corp545,725$102.2M0.13%+44,972+9.0%Added
Adage Capital Partners GP, L.L.C.549,088$102.9M0.21%+135,600+32.8%Added
HighTower Advisors, LLC551,233$103.2M0.17%+54,752+11.0%Added
First Manhattan Co558,625$104.7M0.36%−1,845−0.3%Reduced
Parnassus Investments598,749$112.2M0.25%−43,890−6.8%Reduced
New York State Teachers Retirement System599,493$112.3M0.25%−22,422−3.6%Reduced
Bank of Nova Scotia602,726$112.9M0.21%+546,389+969.9%Added
Rockefeller Capital Management L.P.610,259$114.3M0.38%−8,580−1.4%Reduced
Thrivent Financial for Lutherans610,304$114.3M0.25%−80,258−11.6%Reduced
Brown Advisory Inc618,508$115.9M0.16%+29,914+5.1%Added
State Board of Administration of Florida Retirement System621,564$116.4M0.24%+13,879+2.3%Added
Korea Investment CORP626,623$117.4M0.31%+46,914+8.1%Added
Macquarie Group Ltd629,914$118.0M0.14%−26,830−4.1%Reduced
Gamco Investors, Inc. Et Al631,620$118.3M1.26%−21,734−3.3%Reduced
Douglas Lane & Associates, LLC632,322$118.5M1.82%−21,943−3.4%Reduced
Principal Financial Group Inc644,119$120.7M0.08%−7,939−1.2%Reduced
Raymond James & Associates647,945$121.4M0.09%+33,562+5.5%Added