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 |
|---|---|---|---|---|---|
| Noesis Capital Mangement Corp | 102,903 | $19.3M | 4.54% | −1,511−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 102,739 | $19.2M | 0.92% | −764−0.7% | Reduced |
| Brinker Capital Investments, LLC | 101,340 | $19.2M | 0.22% | −4,908−4.6% | Reduced |
| Orion Portfolio Solutions, LLC | 101,340 | $19.2M | 0.22% | −4,908−4.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 101,818 | $19.1M | 0.31% | −2,229−2.1% | Reduced |
| Bartlett & Co. LLC | 101,818 | $19.1M | 0.31% | −2,229−2.1% | Reduced |
| Boston Common Asset Management, LLC | 101,856 | $19.1M | 0.43% | −18,115−15.1% | Reduced |
| Klingenstein Fields & Co LP | 101,209 | $19.0M | 0.85% | −464−0.5% | Reduced |
| Czech National Bank | 100,843 | $18.9M | 0.27% | −844−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 100,797 | $18.9M | 0.26% | +2,206+2.2% | Added |
| Smith Group Asset Management, LLC | 100,685 | $18.9M | 1.10% | +100,685 | New |
| Utah Retirement Systems | 100,622 | $18.9M | 0.24% | −1,300−1.3% | Reduced |
| Cobblestone Capital Advisors LLC | 99,016 | $18.5M | 1.22% | −227−0.2% | Reduced |
| Henshaw Capital LLC | 98,305 | $18.4M | 0.96% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 98,163 | $18.4M | 0.23% | −5,700−5.5% | Reduced |
| Gradient Investments LLC | 98,115 | $18.4M | 0.44% | +94,354+2,508.7% | Added |
| Tower Research Capital LLC (TRC) | 96,453 | $18.1M | 0.22% | +52,483+119.4% | Added |
| Xponance, Inc. | 95,838 | $18.0M | 0.22% | +1,849+2.0% | Added |
| MML Investors Services, LLC | 95,015 | $17.8M | 0.08% | +8,488+9.8% | Added |
| Chesley Taft & Associates LLC | 94,715 | $17.7M | 1.00% | +3,127+3.4% | Added |
| Cerity Partners LLC | 415,696 | $17.7M | 0.06% | +335,338+417.3% | Added |
| Public Employees Retirement Association of Colorado | 93,710 | $17.6M | 0.08% | −3,007−3.1% | Reduced |
| Laurion Capital Management LP | 93,406 | $17.5M | 0.63% | +88,632+1,856.6% | Added |
| Investment House LLC | 90,950 | $17.0M | 1.21% | +981+1.1% | Added |
| New York Life Investment Management LLC | 90,753 | $17.0M | 0.17% | −302−0.3% | Reduced |
| Welch & Forbes LLC | 89,890 | $16.8M | 0.25% | −502−0.6% | Reduced |
| Fiduciary Trust Co | 89,431 | $16.8M | 0.28% | −821−0.9% | Reduced |
| Citizens Financial Group Inc | 87,113 | $16.3M | 0.56% | +101+0.1% | Added |
| Clifford Capital Partners LLC | 86,941 | $16.3M | 4.20% | +2,126+2.5% | Added |
| Walleye Trading LLC | 85,223 | $16.0M | 0.24% | +75,174+748.1% | Added |
| Yousif Capital Management, LLC | 85,000 | $15.9M | 0.19% | −4,388−4.9% | Reduced |
| Connors Investor Services Inc | 84,665 | $15.9M | 1.78% | −574−0.7% | Reduced |
| HM Payson & Co | 83,738 | $15.7M | 0.32% | −4,974−5.6% | Reduced |
| LVM Capital Management Ltd | 82,474 | $15.5M | 1.98% | +735+0.9% | Added |
| Founders Capital Management, LLC | 82,025 | $15.4M | 3.15% | +4,423+5.7% | Added |
| Abner Herrman & Brock LLC | 81,844 | $15.3M | 2.15% | −728−0.9% | Reduced |
| Baxter Bros Inc | 81,135 | $15.2M | 2.11% | +1,606+2.0% | Added |
| Quadrature Capital Ltd | 80,573 | $15.1M | 0.27% | +80,573 | New |
| Great West Life Assurance Co | 79,855 | $14.9M | 0.03% | +3,139+4.1% | Added |
| Agf Management Ltd | 79,270 | $14.9M | 0.09% | +7,840+11.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 79,090 | $14.8M | 0.06% | +3,788+5.0% | Added |
| Morningstar Investment Services LLC | 78,625 | $14.8M | 0.08% | +38,729+97.1% | Added |
| Prana Capital Management, LP | 78,727 | $14.7M | 0.87% | −248,652−76.0% | Reduced |
| Mercer Global Advisors Inc | 77,505 | $14.5M | 0.04% | +2,836+3.8% | Added |
| FIL Ltd | 77,396 | $14.5M | 0.02% | −3,351−4.1% | Reduced |
| Mutual of America Capital Management LLC | 77,079 | $14.4M | 0.17% | −4,368−5.4% | Reduced |
| AE Wealth Management LLC | 71,268 | $14.4M | 0.07% | −16,917−19.2% | Reduced |
| Natixis | 75,974 | $14.2M | 0.11% | −44,954−37.2% | Reduced |
| Crossmark Global Holdings, Inc. | 74,689 | $14.0M | 0.29% | −3,228−4.1% | Reduced |
| Torray LLC | 74,201 | $13.9M | 2.25% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 74,200 | $13.9M | 5.01% | 00.0% | Unchanged |
| Whittier Trust Co | 74,059 | $13.9M | 0.22% | +649+0.9% | Added |
| Marco Investment Management LLC | 73,984 | $13.9M | 1.42% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 73,636 | $13.8M | 0.16% | −5,335−6.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 73,617 | $13.8M | 0.02% | +2,647+3.7% | Added |
| Cresset Asset Management, LLC | 73,343 | $13.7M | 0.08% | +1,412+2.0% | Added |
| Kempen Capital Management N.V. | 73,114 | $13.7M | 0.19% | +73,114 | New |
| 2Xideas AG | 72,673 | $13.6M | 1.46% | +1,576+2.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 72,240 | $13.5M | 2.57% | +572+0.8% | Added |
| British Columbia Investment Management Corp | 72,058 | $13.5M | 0.11% | +14,615+25.4% | Added |
| Nissay Asset Management Corp | 71,642 | $13.4M | 0.11% | +44+0.1% | Added |
| Point72 Asset Management, L.P. | 71,604 | $13.4M | 0.04% | +18,661+35.2% | Added |
| Diversified Trust Co | 71,244 | $13.3M | 0.45% | +26,428+59.0% | Added |
| Drexel Morgan & Co. | 70,918 | $13.3M | 3.07% | +35,000+97.4% | Added |
| Banco Santander, S.A. | 70,530 | $13.2M | 0.16% | −538−0.8% | Reduced |
| Nixon Capital, LLC | 70,429 | $13.2M | 5.92% | −401−0.6% | Reduced |
| Interval Partners, LP | 69,871 | $13.1M | 0.57% | −43,011−38.1% | Reduced |
| Wesleyan Assurance Society | 69,800 | $13.1M | 1.29% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 69,752 | $13.1M | 0.49% | +13,594+24.2% | Added |
| Parthenon LLC | 69,674 | $13.1M | 1.80% | −125−0.2% | Reduced |
| Narwhal Capital Management | 69,001 | $12.9M | 1.41% | −9,121−11.7% | Reduced |
| Investment Management Corp of Ontario | 67,612 | $12.7M | 0.31% | +65,787+3,604.8% | Added |
| Lido Advisors, LLC | 67,222 | $12.6M | 0.13% | +769+1.2% | Added |
| Hamilton Point Investment Advisors, LLC | 67,096 | $12.6M | 2.54% | +797+1.2% | Added |
| Willis Investment Counsel | 66,941 | $12.5M | 0.88% | −457−0.7% | Reduced |
| Vontobel Holding Ltd. | 66,756 | $12.5M | 0.10% | −17,019−20.3% | Reduced |
| Taurus Asset Management, LLC | 66,484 | $12.5M | 1.35% | −788−1.2% | Reduced |
| Eagle Global Advisors LLC | 66,475 | $12.5M | 0.75% | −1,499−2.2% | Reduced |
| Ethic Inc. | 66,210 | $12.4M | 0.37% | +7,502+12.8% | Added |
| GM Advisory Group, Inc. | 65,440 | $12.3M | 0.93% | +725+1.1% | Added |
| Beacon Pointe Advisors, LLC | 65,356 | $12.2M | 0.15% | −1,212−1.8% | Reduced |
| QRG Capital Management, Inc. | 65,260 | $12.2M | 0.18% | +2,974+4.8% | Added |
| Payden & Rygel | 64,700 | $12.1M | 0.88% | +64,700 | New |
| Shayne & Co., LLC | 64,622 | $12.1M | 3.76% | +260+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 64,192 | $12.0M | 0.25% | +4,194+7.0% | Added |
| Hancock Whitney Corp | 63,472 | $11.9M | 0.44% | +46,131+266.0% | Added |
| Banyan Capital Management, Inc. | 63,119 | $11.8M | 7.25% | −140−0.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 62,190 | $11.7M | 2.93% | −222−0.4% | Reduced |
| Calamos Wealth Management LLC | 61,906 | $11.6M | 0.73% | −486−0.8% | Reduced |
| Anchor Capital Advisors LLC | 61,790 | $11.6M | 0.31% | −1,139−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 61,708 | $11.6M | 0.15% | +12,334+25.0% | Added |
| Strategic Wealth Designers | 61,324 | $11.5M | 1.73% | +6,331+11.5% | Added |
| Northwest & Ethical Investments L.P. | 61,206 | $11.5M | 0.35% | −1,219−2.0% | Reduced |
| Choate Investment Advisors | 60,879 | $11.4M | 0.35% | +98+0.2% | Added |
| Bell Asset Management Ltd | 60,714 | $11.4M | 1.73% | +439+0.7% | Added |
| GHP Investment Advisors, Inc. | 59,143 | $11.1M | 0.60% | +405+0.7% | Added |
| Jennison Associates LLC | 59,117 | $11.1M | 0.01% | −134,333−69.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 59,101 | $11.1M | 2.46% | −199−0.3% | Reduced |
| Carret Asset Management, LLC | 58,124 | $10.9M | 1.39% | +289+0.5% | Added |
| Seizert Capital Partners, LLC | 58,053 | $10.9M | 0.55% | −220.0% | Reduced |