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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 610,259 | $114.3M | 0.38% | −8,580−1.4% | Reduced |
| Bank of Nova Scotia | 602,726 | $112.9M | 0.21% | +546,389+969.9% | Added |
| New York State Teachers Retirement System | 599,493 | $112.3M | 0.25% | −22,422−3.6% | Reduced |
| Parnassus Investments | 598,749 | $112.2M | 0.25% | −43,890−6.8% | Reduced |
| First Manhattan Co | 558,625 | $104.7M | 0.36% | −1,845−0.3% | Reduced |
| HighTower Advisors, LLC | 551,233 | $103.2M | 0.17% | +54,752+11.0% | Added |
| Adage Capital Partners GP, L.L.C. | 549,088 | $102.9M | 0.21% | +135,600+32.8% | Added |
| Stifel Financial Corp | 545,725 | $102.2M | 0.13% | +44,972+9.0% | Added |
| LPL Financial LLC | 533,017 | $99.9M | 0.06% | +23,904+4.7% | Added |
| Russell Investments Group, Ltd. | 528,631 | $99.1M | 0.18% | −7,965−1.5% | Reduced |
| Focused Investors LLC | 499,000 | $93.5M | 3.03% | −2,900−0.6% | Reduced |
| M&G Investment Management Ltd | 496,851 | $92.9M | 0.56% | +67,585+15.7% | Added |
| Squarepoint Ops LLC | 494,488 | $92.6M | 0.38% | −427,267−46.4% | Reduced |
| Equity Investment Corp | 490,941 | $92.0M | 2.58% | −4,095−0.8% | Reduced |
| Qube Research & Technologies Ltd | 489,306 | $91.7M | 0.21% | −977,346−66.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 484,250 | $90.7M | 0.99% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 480,181 | $90.0M | 0.38% | −4,670−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 476,556 | $89.3M | 0.05% | +12,635+2.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 471,509 | $88.3M | 0.21% | −13,492−2.8% | Reduced |
| Clark Capital Management Group, Inc. | 470,632 | $88.2M | 0.72% | −80,853−14.7% | Reduced |
| Citadel Advisors LLC | 459,508 | $86.1M | 0.09% | −361,704−44.0% | Reduced |
| Allianz Asset Management GmbH | 451,382 | $84.6M | 0.16% | −26,061−5.5% | Reduced |
| US Bancorp | 451,188 | $84.5M | 0.13% | −6,237−1.4% | Reduced |
| Heard Capital LLC | 450,979 | $84.5M | 5.66% | −27,919−5.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 442,778 | $83.0M | 0.09% | −50,888−10.3% | Reduced |
| Cacti Asset Management LLC | 437,676 | $81.9M | 7.12% | −37,875−8.0% | Reduced |
| Dodge & Cox | 434,097 | $81.3M | 0.05% | −9,577−2.2% | Reduced |
| Swedbank AB | 426,893 | $80.0M | 0.13% | −6,217−1.4% | Reduced |
| Crawford Investment Counsel Inc | 415,303 | $77.8M | 1.56% | −75,110−15.3% | Reduced |
| Storebrand Asset Management AS | 404,667 | $75.8M | 0.27% | +16,406+4.2% | Added |
| Employees Retirement System of Texas | 388,000 | $72.7M | 0.85% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 379,527 | $71.1M | 0.57% | −17,788−4.5% | Reduced |
| Toronto Dominion Bank | 374,255 | $70.1M | 0.10% | −13,760−3.5% | Reduced |
| STRS Ohio | 372,170 | $69.7M | 0.29% | −111,623−23.1% | Reduced |
| Candriam Luxembourg S.C.A. | 370,281 | $69.4M | 0.48% | +7,283+2.0% | Added |
| Citigroup Inc | 369,594 | $69.2M | 0.09% | −144,170−28.1% | Reduced |
| Ensign Peak Advisors, Inc | 358,721 | $67.2M | 0.13% | −164,407−31.4% | Reduced |
| State of New Jersey Common Pension Fund D | 357,685 | $67.0M | 0.22% | −2,602−0.7% | Reduced |
| AMF Pensionsforsakring AB | 351,231 | $65.8M | 0.56% | −113,591−24.4% | Reduced |
| Neuberger Berman Group LLC | 350,146 | $65.6M | 0.06% | +2,432+0.7% | Added |
| Par Capital Management Inc | 350,000 | $65.6M | 2.15% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 348,771 | $65.3M | 1.52% | −1,111−0.3% | Reduced |
| Bowen Hanes & Co Inc | 346,261 | $64.9M | 1.96% | −1,152−0.3% | Reduced |
| Glenmede Trust Co NA | 345,816 | $64.8M | 0.34% | −4,493−1.3% | Reduced |
| Great Lakes Advisors, LLC | 343,923 | $64.4M | 0.61% | −16,447−4.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 339,779 | $63.7M | 0.18% | −89,826−20.9% | Reduced |
| Asset Management One Co.,Ltd. | 336,489 | $63.2M | 0.25% | −5,574−1.6% | Reduced |
| State of Tennessee, Treasury Department | 334,851 | $62.7M | 0.25% | +26,533+8.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 329,871 | $61.8M | 0.22% | −5,667−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 320,944 | $60.1M | 0.17% | −14,857−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 320,801 | $60.1M | 0.23% | +12,267+4.0% | Added |
| Cambiar Investors LLC | 318,263 | $59.6M | 2.35% | +1,332+0.4% | Added |
| Hosking Partners LLP | 307,353 | $57.6M | 2.43% | −22,254−6.8% | Reduced |
| Fayez Sarofim & Co | 266,622 | $56.6M | 0.17% | −7,354−2.7% | Reduced |
| Man Group plc | 301,833 | $56.5M | 0.16% | – | – |
| Atalanta Sosnoff Capital, LLC | 298,382 | $55.9M | 1.44% | −113,971−27.6% | Reduced |
| Public Employees Retirement System of Ohio | 298,213 | $55.9M | 0.22% | −5,619−1.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 298,112 | $55.8M | 0.50% | −10,900−3.5% | Reduced |
| Keybank National Association | 296,754 | $55.6M | 0.25% | +1,729+0.6% | Added |
| Calamos Advisors LLC | 291,425 | $54.6M | 0.28% | −32,541−10.0% | Reduced |
| Treasurer of the State of North Carolina | 283,351 | $53.1M | 0.26% | −2,555−0.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 282,674 | $53.0M | 0.69% | −3,388−1.2% | Reduced |
| Nomura Holdings Inc | 280,489 | $52.5M | 0.47% | +263,677+1,568.4% | Added |
| Aviva PLC | 279,091 | $52.3M | 0.19% | −21,885−7.3% | Reduced |
| SEI Investments Co | 275,264 | $51.6M | 0.08% | −9,846−3.5% | Reduced |
| Pinebridge Investments, L.P. | 269,563 | $50.5M | 0.47% | +41,892+18.4% | Added |
| Pensioenfonds Rail & Ov | 269,120 | $50.4M | 2.91% | 00.0% | Unchanged |
| Millennium Management LLC | 269,108 | $50.4M | 0.05% | −104,998−28.1% | Reduced |
| Commonwealth Equity Services, LLC | 265,902 | $49.8M | 0.09% | +16,293+6.5% | Added |
| Vaughan David Investments LLC | 265,338 | $49.7M | 1.36% | +1,712+0.6% | Added |
| Advisor Group Holdings, Inc. | 261,326 | $49.0M | 0.09% | −93,994−26.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 260,735 | $48.8M | 5.46% | −639−0.2% | Reduced |
| ProShare Advisors LLC | 256,435 | $48.0M | 0.15% | −9,922−3.7% | Reduced |
| Balyasny Asset Management LLC | 255,906 | $47.9M | 0.13% | −84,140−24.7% | Reduced |
| Truist Financial Corp | 254,304 | $47.6M | 0.08% | −31,044−10.9% | Reduced |
| Cornerstone Investment Partners, LLC | 253,022 | $47.4M | 2.67% | +380.0% | Added |
| Nisa Investment Advisors, LLC | 249,596 | $46.8M | 0.33% | −4,161−1.6% | Reduced |
| Public Sector Pension Investment Board | 249,288 | $46.7M | 0.36% | −50,651−16.9% | Reduced |
| Susquehanna International Group, LLP | 245,687 | $46.0M | 0.08% | −594,792−70.8% | Reduced |
| Clarkston Capital Partners, LLC | 245,331 | $46.0M | 0.85% | −395−0.2% | Reduced |
| Mairs & Power Inc | 241,580 | $45.3M | 0.48% | −7,146−2.9% | Reduced |
| Alberta Investment Management Corp | 239,500 | $44.9M | 0.42% | −181,049−43.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 238,270 | $44.6M | 0.42% | −1,480−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 238,151 | $44.6M | 0.18% | −2,801−1.2% | Reduced |
| Boston Trust Walden Corp | 237,959 | $44.6M | 0.34% | +12,604+5.6% | Added |
| Royal London Asset Management Ltd | 235,213 | $44.1M | 0.13% | −6,285−2.6% | Reduced |
| Central Securities Corp | 230,000 | $43.1M | 4.68% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 223,451 | $41.9M | 0.29% | +20,086+9.9% | Added |
| CIBC Private Wealth Group, LLC | 217,905 | $40.8M | 0.09% | +12,439+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 210,162 | $39.4M | 0.04% | +5,930+2.9% | Added |
| Aquamarine Zurich AGSuperinvestorAquamarine | 210,000 | $39.3M | 17.20% | 00.0% | Unchanged |
| Flossbach Von Storch AG | 209,175 | $39.2M | 0.18% | +1,339+0.6% | Added |
| AQR Capital Management LLC | 208,578 | $39.1M | 0.07% | +103,355+98.2% | Added |
| Martingale Asset Management L P | 206,353 | $38.7M | 0.79% | +16,728+8.8% | Added |
| Border to Coast Pensions Partnership Ltd | 204,899 | $38.4M | 0.94% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 204,067 | $38.2M | 0.16% | +8,865+4.5% | Added |
| Ninety One UK Ltd | 204,057 | $38.2M | 0.11% | −9,737−4.6% | Reduced |
| Todd Asset Management LLC | 202,569 | $37.9M | 0.84% | −1,891−0.9% | Reduced |
| Fifth Third Bancorp | 202,356 | $37.9M | 0.16% | −11,059−5.2% | Reduced |
| Global Frontier Investments LLC | 197,215 | $36.9M | 12.69% | 00.0% | Unchanged |