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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 656,808 | $123.0M | 0.22% | −157,362−19.3% | Reduced |
| Ci Investments Inc. | 673,452 | $126.2M | 0.65% | −9,947−1.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 674,381 | $126.3M | 2.09% | +6,687+1.0% | Added |
| Voya Investment Management LLC | 675,196 | $126.5M | 0.13% | +368,505+120.2% | Added |
| King Luther Capital Management Corp | 684,602 | $128.3M | 0.62% | +22,652+3.4% | Added |
| Victory Capital Management Inc | 693,258 | $129.9M | 0.14% | +238,955+52.6% | Added |
| Envestnet Asset Management Inc | 698,087 | $130.8M | 0.05% | +32,060+4.8% | Added |
| Blair William & Co | 711,000 | $133.2M | 0.45% | +3140.0% | Added |
| KBC Group NV | 733,470 | $137.4M | 0.49% | +144,721+24.6% | Added |
| Natixis Advisors, L.P. | 752,313 | $140.9M | 0.37% | +91,685+13.9% | Added |
| Canada Pension Plan Investment Board | 767,730 | $143.8M | 0.18% | +19,113+2.6% | Added |
| Prudential Financial Inc | 789,919 | $146.2M | 0.22% | +245,598+45.1% | Added |
| Gabelli Funds LLC | 800,050 | $149.9M | 1.15% | −34,358−4.1% | Reduced |
| New York State Common Retirement Fund | 826,855 | $154.9M | 0.21% | −88,082−9.6% | Reduced |
| National Bank of Canada | 832,949 | $156.8M | 0.29% | +333,609+66.8% | Added |
| Franklin Resources Inc | 862,093 | $161.5M | 0.08% | −46,343−5.1% | Reduced |
| Troy Asset Management Ltd | 872,229 | $163.4M | 5.18% | −165,744−16.0% | Reduced |
| State of Wisconsin Investment Board | 873,266 | $163.6M | 0.46% | −20,469−2.3% | Reduced |
| AXA S.A. | 873,325 | $163.6M | 0.53% | −472,555−35.1% | Reduced |
| Canoe Financial LP | 887,649 | $166.3M | 3.26% | +392,269+79.2% | Added |
| Waverton Investment Management Ltd | 896,554 | $168.0M | 4.08% | +24,597+2.8% | Added |
| Davis Selected Advisers | 903,491 | $169.3M | 0.96% | −28,809−3.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 920,204 | $171.5M | 0.30% | +36,372+4.1% | Added |
| Epoch Investment Partners, Inc. | 959,573 | $179.8M | 0.82% | +309,241+47.6% | Added |
| Timucuan Asset Management Inc | 977,802 | $183.2M | 6.40% | −14,873−1.5% | Reduced |
| California State Teachers Retirement System | 998,538 | $187.1M | 0.26% | +2,987+0.3% | Added |
| National Pension Service | 1,022,817 | $191.6M | 0.27% | +20,518+2.0% | Added |
| Schroder Investment Management Group | 1,033,896 | $193.7M | 0.25% | −24,819−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,047,319 | $196.2M | 0.15% | −11,538−1.1% | Reduced |
| California Public Employees Retirement System | 1,069,092 | $200.3M | 0.15% | −36,170−3.3% | Reduced |
| First Trust Advisors LP | 1,109,206 | $207.8M | 0.23% | −492,067−30.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,173,817 | $219.9M | 0.97% | −5,100−0.4% | Reduced |
| Bank of Montreal | 1,172,891 | $220.4M | 0.12% | +346,007+41.8% | Added |
| CI Private Wealth, LLC | 1,178,087 | $220.7M | 0.41% | +21,528+1.9% | Added |
| Rhumbline Advisers | 1,180,530 | $221.2M | 0.23% | −16,854−1.4% | Reduced |
| Standard Life Aberdeen plc | 1,192,011 | $223.3M | 0.48% | −498,893−29.5% | Reduced |
| Clearbridge Investments, LLC | 1,195,120 | $223.9M | 0.19% | −27,065−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 1,200,033 | $224.8M | 0.32% | −95,859−7.4% | Reduced |
| Holocene Advisors, LP | 1,218,713 | $228.3M | 0.89% | −172,635−12.4% | Reduced |
| Maj Invest Holding A/S | 1,221,893 | $228.9M | 6.67% | −199,878−14.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,261,041 | $236.2M | 0.83% | −62,322−4.7% | Reduced |
| Credit Suisse AG | 1,264,781 | $236.9M | 0.23% | −46,603−3.6% | Reduced |
| American Century Companies Inc | 1,305,883 | $244.6M | 0.17% | +181,204+16.1% | Added |
| Pictet Asset Management Holding SA | 1,376,895 | $257.9M | 0.28% | +220,854+19.1% | Added |
| Wells Fargo & Company | 1,543,243 | $289.1M | 0.08% | −39,621−2.5% | Reduced |
| Nordea Investment Management AB | 1,574,663 | $294.9M | 0.37% | +102,132+6.9% | Added |
| Smead Capital Management, Inc. | 1,682,262 | $315.2M | 5.64% | −75,946−4.3% | Reduced |
| Boston Partners | 1,742,009 | $326.2M | 0.43% | +328,931+23.3% | Added |
| Sustainable Growth Advisers, LP | 1,769,299 | $331.5M | 1.51% | −9,629−0.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,789,614 | $335.3M | 0.25% | −42,207−2.3% | Reduced |
| Royal Bank of Canada | 1,916,658 | $359.1M | 0.09% | +159,420+9.1% | Added |
| Swiss National Bank | 1,957,479 | $366.7M | 0.27% | −74,500−3.7% | Reduced |
| Amundi | 1,987,468 | $371.2M | 0.17% | −33,741−1.7% | Reduced |
| HSBC Holdings PLC | 1,981,954 | $371.3M | 0.34% | +383,807+24.0% | Added |
| Deutsche Bank AG | 2,017,096 | $377.9M | 0.19% | +47,697+2.4% | Added |
| Beutel, Goodman & Co Ltd. | 2,067,858 | $387.4M | 2.05% | +142,763+7.4% | Added |
| UBS Group AG | 2,283,356 | $427.8M | 0.17% | +173,463+8.2% | Added |
| Ameriprise Financial Inc | 2,402,005 | $440.3M | 0.13% | +447,048+22.9% | Added |
| TD Asset Management Inc | 2,399,494 | $449.5M | 0.44% | +919,337+62.1% | Added |
| First Eagle Investment Management, LLC | 2,601,210 | $487.3M | 1.16% | −2,749−0.1% | Reduced |
| Barclays PLC | 2,686,672 | $503.3M | 0.26% | +886,627+49.3% | Added |
| Dimensional Fund Advisors LP | 2,967,290 | $555.9M | 0.16% | −31,533−1.1% | Reduced |
| Longview Partners (Guernsey) LTD | 3,249,349 | $608.7M | 4.06% | −228,797−6.6% | Reduced |
| Alliancebernstein L.P. | 3,475,345 | $651.1M | 0.25% | +37,146+1.1% | Added |
| Rothschild & Co Wealth Management UK Ltd | 3,564,029 | $667.7M | 10.95% | −8,714−0.2% | Reduced |
| UBS Asset Management Americas Inc | 3,694,360 | $692.1M | 0.27% | +125,250+3.5% | Added |
| Charles Schwab Investment Management Inc | 3,839,276 | $713.2M | 0.18% | +667,695+21.1% | Added |
| Goldman Sachs Group Inc | 3,817,557 | $715.2M | 0.16% | −201,632−5.0% | Reduced |
| Legal & General Group Plc | 4,210,391 | $788.8M | 0.25% | +69,775+1.7% | Added |
| Janus Henderson Group PLC | 4,231,599 | $792.7M | 0.47% | −74,386−1.7% | Reduced |
| Artisan Partners Limited Partnership | 4,855,211 | $909.6M | 1.43% | +496,153+11.4% | Added |
| Lazard Asset Management LLC | 4,919,646 | $921.6M | 1.17% | −8,998−0.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,008,226 | $938.2M | 1.62% | +2,084,484+71.3% | Added |
| Bank of New York Mellon Corp | 5,057,633 | $947.5M | 0.19% | −81,990−1.6% | Reduced |
| Norges Bank | 5,939,718 | $1.11B | 0.19% | −705,823−10.6% | Reduced |
| Invesco Ltd. | 5,940,465 | $1.11B | 0.26% | +194,928+3.4% | Added |
| FMR LLC | 6,382,574 | $1.20B | 0.09% | +1,088,902+20.6% | Added |
| Northern Trust Corp | 6,586,185 | $1.23B | 0.22% | −367,275−5.3% | Reduced |
| Nuveen Asset Management, LLC | 6,983,750 | $1.31B | 0.42% | +270,173+4.0% | Added |
| Price T Rowe Associates Inc | 7,785,059 | $1.46B | 0.20% | +448,060+6.1% | Added |
| Fisher Asset Management, LLC | 9,778,289 | $1.83B | 0.97% | −655,577−6.3% | Reduced |
| Massachusetts Financial Services Co | 10,502,519 | $1.97B | 0.64% | −767,251−6.8% | Reduced |
| Geode Capital Management, LLC | 10,922,444 | $2.04B | 0.21% | +96,656+0.9% | Added |
| Bank of America Corp | 12,325,553 | $2.31B | 0.26% | −130,039−1.0% | Reduced |
| Morgan Stanley | 13,583,669 | $2.54B | 0.22% | +582,527+4.5% | Added |
| JPMorgan Chase & Co | 16,351,440 | $3.06B | 0.31% | −1,107,123−6.3% | Reduced |
| Wellington Management Group LLP | 17,856,058 | $3.35B | 0.62% | −2,498,303−12.3% | Reduced |
| State Street Corp | 29,694,753 | $5.56B | 0.27% | +681,231+2.3% | Added |
| BlackRock Inc. | 44,115,276 | $8.26B | 0.21% | +1,436,142+3.4% | Added |
| Vanguard Group Inc | 46,646,851 | $8.74B | 0.19% | −215,417−0.5% | Reduced |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $28.4B | 8.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −422,070−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −242,862−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −162,936−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −138,490−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −97,399−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −95,241−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −79,856−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −77,716−100.0% | Sold out |