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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 0 | $0 | 0.00% | −67,611−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −59,193−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −58,899−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −57,459−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −39,834−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −38,516−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −37,707−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −29,286−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −25,360−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −22,052−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,959−100.0% | Sold out |
| One River Asset Management, LLC | 0 | $0 | 0.00% | −21,108−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,627−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −19,391−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,845−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,548−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −15,348−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −13,674−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −13,204−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,581−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Savoie Capital LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,724−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,463−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,706−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −9,562−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −8,320−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −8,238−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,616−100.0% | Sold out |
| Connolly Sarah T. | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,398−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −6,151−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −5,255−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −4,535−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −4,319−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −4,262−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Point Break Capital Management, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −5,747−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −2,357−100.0% | Sold out |
| Sonoma Private Wealth LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Trellis Advisors, LLC | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,847−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −1,608−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Roberts Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Van Leeuwen & Company, LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,412−100.0% | Sold out |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Fulcrum Capital LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −883−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Rock Creek Group, LP | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1−100.0% | Sold out |