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 |
|---|---|---|---|---|---|
| Degroof Petercam Asset Management | 197,200 | $36.9M | 0.49% | +197,200 | New |
| Cohen Klingenstein LLC | 197,164 | $36.9M | 1.51% | −1,605−0.8% | Reduced |
| CIBC World Markets Inc. | 195,070 | $36.5M | 0.10% | +138,396+244.2% | Added |
| Los Angeles Capital Management LLC | 193,261 | $36.2M | 0.14% | +30,576+18.8% | Added |
| Pinnacle Associates Ltd | 192,814 | $36.1M | 0.61% | −975−0.5% | Reduced |
| Roffman Miller Associates Inc | 192,258 | $36.0M | 2.57% | −647−0.3% | Reduced |
| Walleye Capital LLC | 191,846 | $35.9M | 0.50% | +30,880+19.2% | Added |
| American International Group, Inc. | 190,364 | $35.7M | 0.15% | −380.0% | Reduced |
| Johnson Investment Counsel Inc | 189,338 | $35.5M | 0.42% | −3,205−1.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 189,000 | $35.4M | 0.12% | +31,000+19.6% | Added |
| Lord, Abbett & Co. LLC | 187,346 | $35.1M | 0.12% | −22,454−10.7% | Reduced |
| Heritage Investors Management Corp | 185,790 | $34.8M | 1.32% | +1,547+0.8% | Added |
| Captrust Financial Advisors | 183,973 | $34.5M | 0.12% | +2,070+1.1% | Added |
| Aureus Asset Management, LLC | 182,125 | $34.1M | 2.50% | +850.0% | Added |
| ZWJ Investment Counsel Inc | 180,094 | $33.7M | 1.74% | −321−0.2% | Reduced |
| Janney Montgomery Scott LLC | 178,307 | $33.4M | 0.11% | +2,284+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 177,774 | $33.3M | 0.05% | −2,790−1.5% | Reduced |
| Handelsbanken Fonder AB | 176,889 | $33.1M | 0.16% | +20,769+13.3% | Added |
| Arizona State Retirement System | 176,119 | $33.0M | 0.25% | −2,701−1.5% | Reduced |
| Baird Financial Group, Inc. | 173,009 | $32.4M | 0.07% | −397−0.2% | Reduced |
| Forsta Ap-Fonden | 173,000 | $32.4M | 0.33% | +4,400+2.6% | Added |
| Edgar Lomax Co | 172,400 | $32.3M | 2.11% | −7,025−3.9% | Reduced |
| Two Sigma Investments, LP | 171,569 | $32.1M | 0.08% | −612,982−78.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 170,809 | $32.0M | 0.38% | −23,315−12.0% | Reduced |
| Jane Street Group, LLC | 170,335 | $31.9M | 0.04% | −162,490−48.8% | Reduced |
| Barr E S & Co | 170,170 | $31.9M | 2.16% | −6,279−3.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 168,720 | $31.6M | 0.30% | +7,785+4.8% | Added |
| Cambridge Trust Co | 168,441 | $31.6M | 1.31% | −1,047−0.6% | Reduced |
| Zacks Investment Management | 166,268 | $31.1M | 0.38% | +2,243+1.4% | Added |
| Dundas Partners LLP | 166,000 | $31.1M | 2.71% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 164,426 | $30.8M | 6.23% | +4,296+2.7% | Added |
| Comerica Bank | 163,610 | $30.7M | 0.14% | −99−0.1% | Reduced |
| Country Trust Bank | 162,948 | $30.5M | 0.85% | −40,892−20.1% | Reduced |
| Umb Bank N A | 162,863 | $30.5M | 0.45% | −317−0.2% | Reduced |
| DnB Asset Management AS | 162,321 | $30.4M | 0.16% | +37,603+30.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 81,886 | $30.3M | 0.42% | +81,886 | New |
| J. L. Bainbridge & Co., Inc. | 161,692 | $30.3M | 3.71% | +1,200+0.7% | Added |
| Huntington National Bank | 161,032 | $30.2M | 0.27% | −103,657−39.2% | Reduced |
| Pinnacle Financial Partners Inc | 161,025 | $30.2M | 0.72% | −11,851−6.9% | Reduced |
| APG Asset Management N.V. | 175,299 | $29.7M | 0.06% | +133,500+319.4% | Added |
| State of Michigan Retirement System | 157,577 | $29.5M | 0.18% | −1,900−1.2% | Reduced |
| M&T Bank Corp | 154,238 | $28.9M | 0.11% | −5,252−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 153,683 | $28.8M | 0.06% | −5,174−3.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 153,420 | $28.7M | 0.06% | −1,920−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 153,071 | $28.7M | 0.40% | −978−0.6% | Reduced |
| Delta Global Management LP | 151,056 | $28.3M | 4.34% | +151,056 | New |
| Swiss Life Asset Management Ltd | 150,871 | $28.3M | 0.34% | +32,433+27.4% | Added |
| MetLife Investment Management | 147,687 | $27.7M | 0.20% | −4,503−3.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 147,620 | $27.7M | 0.43% | −1,502−1.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 147,429 | $27.6M | 0.07% | +905+0.6% | Added |
| Regions Financial Corp | 147,020 | $27.5M | 0.23% | −3,326−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 146,069 | $27.4M | 0.07% | +5,115+3.6% | Added |
| Douglass Winthrop Advisors, LLC | 145,539 | $27.3M | 0.61% | 00.0% | Unchanged |
| CIBC World Markets Corp | 144,808 | $27.1M | 0.15% | +11,838+8.9% | Added |
| Advisors Asset Management, Inc. | 144,501 | $27.1M | 0.55% | −2,768−1.9% | Reduced |
| Amalgamated Bank | 143,332 | $26.9M | 0.21% | −6,924−4.6% | Reduced |
| Creative Planning | 138,260 | $25.9M | 0.05% | +9,410+7.3% | Added |
| Bradley Foster & Sargent Inc | 135,701 | $25.4M | 0.49% | +8,019+6.3% | Added |
| Daiwa Securities Group Inc. | 135,483 | $25.4M | 0.16% | +11,674+9.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 135,119 | $25.3M | 2.29% | +184+0.1% | Added |
| Franklin Street Advisors Inc | 134,279 | $25.2M | 2.06% | −44,690−25.0% | Reduced |
| Destination Wealth Management | 134,198 | $25.1M | 0.87% | −2,387−1.7% | Reduced |
| JPB Foundation | 133,851 | $25.1M | 2.69% | +133,851 | New |
| Commerce Bank | 133,803 | $25.1M | 0.18% | −3,881−2.8% | Reduced |
| Stewart & Patten Co LLC | 130,235 | $24.4M | 3.82% | +4,822+3.8% | Added |
| United Capital Financial Advisers, LLC | 128,881 | $24.1M | 0.20% | +1,288+1.0% | Added |
| Private Management Group Inc | 127,577 | $23.9M | 0.91% | −28,276−18.1% | Reduced |
| Greatmark Investment Partners, Inc. | 127,555 | $23.9M | 3.74% | +2,208+1.8% | Added |
| Mill Capital Management, LLC | 127,429 | $23.9M | 2.13% | +120+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 126,073 | $23.6M | 0.17% | +9,091+7.8% | Added |
| Dana Investment Advisors, Inc. | 125,994 | $23.6M | 1.14% | −13,331−9.6% | Reduced |
| IFM Investors Pty Ltd | 125,817 | $23.6M | 0.29% | −2,963−2.3% | Reduced |
| Colony Group, LLC | 122,906 | $23.0M | 0.30% | +122,906 | New |
| USS Investment Management Ltd | 122,774 | $23.0M | 0.21% | −9,058−6.9% | Reduced |
| Capital Investment Advisors, LLC | 122,615 | $23.0M | 0.58% | +6,883+5.9% | Added |
| Equitable Trust Co | 121,423 | $22.7M | 1.71% | −121−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 121,133 | $22.7M | 0.88% | +2,185+1.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 121,108 | $22.7M | 0.13% | −3,806−3.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 119,635 | $22.4M | 2.37% | +119,635 | New |
| Rheos Capital Works Inc. | 119,000 | $22.3M | 1.23% | +88,000+283.9% | Added |
| Mariner, LLC | 118,864 | $22.3M | 0.05% | +260+0.2% | Added |
| Texas Permanent School Fund | 118,839 | $22.3M | 0.19% | −1,348−1.1% | Reduced |
| Chilton Capital Management LLC | 118,105 | $22.1M | 1.13% | −848−0.7% | Reduced |
| CIBC Asset Management Inc | 117,396 | $22.0M | 0.08% | +3,547+3.1% | Added |
| United Services Automobile Association | 116,391 | $21.8M | 0.48% | +1,035+0.9% | Added |
| Factory Mutual Insurance Co | 115,900 | $21.7M | 0.27% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 115,187 | $21.6M | 0.24% | +7,433+6.9% | Added |
| Kiltearn Partners LLP | 115,123 | $21.6M | 1.66% | −26,800−18.9% | Reduced |
| Braun Stacey Associates Inc | 114,827 | $21.5M | 0.96% | −7,516−6.1% | Reduced |
| Twin Tree Management, LP | 113,422 | $21.2M | 0.38% | +97,330+604.8% | Added |
| Maple Capital Management, Inc. | 112,904 | $21.2M | 2.12% | +2,014+1.8% | Added |
| Parallax Volatility Advisers, L.P. | 111,571 | $20.9M | 0.57% | +111,571 | New |
| Cullinan Associates Inc | 110,087 | $20.6M | 1.15% | −1,736−1.6% | Reduced |
| Tweedy, Browne Co LLC | 109,896 | $20.6M | 1.00% | −3,823−3.4% | Reduced |
| Abn Amro Investment Solutions | 109,137 | $20.4M | 0.36% | −5,492−4.8% | Reduced |
| Marex Group plc | 107,217 | $20.1M | 0.79% | +104,866+4,460.5% | Added |
| Pathstone Holdings, LLC | 105,929 | $19.9M | 0.11% | +105,929 | New |
| Thomasville National Bank | 105,055 | $19.7M | 1.75% | +103,009+5,034.7% | Added |
| Paralel Advisors LLC | 105,000 | $19.7M | 1.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 103,140 | $19.3M | 0.73% | −19,039−15.6% | Reduced |