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 |
|---|---|---|---|---|---|
| Griffin Asset Management, Inc. | 58,043 | $10.9M | 1.38% | −663−1.1% | Reduced |
| Rice Partnership, LLC | 57,646 | $10.8M | 2.82% | +1,346+2.4% | Added |
| Peapack Gladstone Financial Corp | 57,244 | $10.7M | 0.18% | +891+1.6% | Added |
| Wealthfront Advisers LLC | 57,215 | $10.7M | 0.04% | +2,963+5.5% | Added |
| Davenport & Co LLC | 57,091 | $10.7M | 0.07% | +4,763+9.1% | Added |
| Silvercrest Asset Management Group LLC | 57,086 | $10.7M | 0.08% | −10,444−15.5% | Reduced |
| Perigon Wealth Management, LLC | 56,947 | $10.7M | 0.35% | +4,461+8.5% | Added |
| Mackenzie Financial Corp | 56,738 | $10.6M | 0.02% | −244−0.4% | Reduced |
| Tocqueville Asset Management L.P. | 56,715 | $10.6M | 0.19% | −53,570−48.6% | Reduced |
| Redwood Grove Capital, LLC | 56,329 | $10.6M | 3.90% | 00.0% | Unchanged |
| Sprucegrove Investment Management Ltd | 55,897 | $10.5M | 0.45% | +5,800+11.6% | Added |
| Sandy Spring Bank | 55,377 | $10.4M | 0.52% | +167+0.3% | Added |
| Brookstone Capital Management | 54,942 | $10.3M | 0.20% | +14,134+34.6% | Added |
| Marsico Capital Management LLC | 54,925 | $10.3M | 0.40% | +54,925 | New |
| Elo Mutual Pension Insurance Co | 54,653 | $10.2M | 0.28% | +1,778+3.4% | Added |
| JustInvest LLC | 54,639 | $10.2M | 0.26% | +2,347+4.5% | Added |
| Eagle Rock Investment Company, LLC | 54,409 | $10.2M | 2.08% | +208+0.4% | Added |
| GWM Advisors LLC | 54,570 | $10.2M | 0.10% | −1,607−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 54,289 | $10.2M | 0.02% | +12,789+30.8% | Added |
| Polar Capital Holdings Plc | 53,859 | $10.1M | 0.07% | −7,450−12.2% | Reduced |
| HB Wealth Management, LLC | 53,572 | $10.0M | 0.14% | −1,412−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 53,560 | $10.0M | 0.15% | −9,412−14.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 53,540 | $10.0M | 0.45% | +11,779+28.2% | Added |
| Kestra Advisory Services, LLC | 53,443 | $10.0M | 0.08% | +4,936+10.2% | Added |
| Van Eck Associates Corp | 53,111 | $9.95M | 0.02% | −5,657−9.6% | Reduced |
| Private Advisor Group, LLC | 52,941 | $9.92M | 0.08% | +3,642+7.4% | Added |
| Assetmark, Inc | 52,567 | $9.85M | 0.04% | +5,050+10.6% | Added |
| Cetera Advisor Networks LLC | 52,240 | $9.79M | 0.05% | −1,436−2.7% | Reduced |
| Ofi Invest Asset Management | 57,518 | $9.75M | 0.33% | +173+0.3% | Added |
| Gulf International Bank (UK) Ltd | 51,892 | $9.72M | 0.27% | −5,901−10.2% | Reduced |
| Federated Hermes, Inc. | 51,881 | $9.72M | 0.02% | +3,567+7.4% | Added |
| Perennial Advisors, LLC | 51,848 | $9.71M | 2.39% | +578+1.1% | Added |
| Cetera Investment Advisers | 51,612 | $9.67M | 0.08% | +1,541+3.1% | Added |
| Atria Wealth Solutions, Inc. | 51,212 | $9.59M | 0.12% | +53+0.1% | Added |
| La Banque Postale Asset Management SA | 50,840 | $9.52M | 0.21% | +4,180+9.0% | Added |
| Argent Trust Co | 50,687 | $9.50M | 0.47% | +33+0.1% | Added |
| Sky Investment Group LLC | 50,649 | $9.49M | 2.00% | +59+0.1% | Added |
| Hi-Line Capital Management, LLC | 50,644 | $9.49M | 3.68% | −4,904−8.8% | Reduced |
| Grimes & Company, Inc. | 50,593 | $9.48M | 0.31% | +1,878+3.9% | Added |
| Meitav Dash Investments Ltd | 50,125 | $9.40M | 0.14% | +4,042+8.8% | Added |
| Two Sigma Advisers, LP | 49,600 | $9.29M | 0.02% | −60,200−54.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 49,320 | $9.24M | 0.51% | −28,680−36.8% | Reduced |
| Stansberry Asset Management, LLC | 49,265 | $9.23M | 1.53% | −1,681−3.3% | Reduced |
| Atria Investments LLC | 49,231 | $9.22M | 0.14% | +300+0.6% | Added |
| Stanley Capital Management, LLC | 48,830 | $9.15M | 2.25% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 48,720 | $9.13M | 1.08% | +32,952+209.0% | Added |
| Schonfeld Strategic Advisors LLC | 48,230 | $9.04M | 0.07% | −394,077−89.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 69,268 | $8.96M | 0.33% | +69,268 | New |
| Neville Rodie & Shaw Inc | 47,497 | $8.90M | 0.73% | −702−1.5% | Reduced |
| Oppenheimer & Co Inc | 47,125 | $8.83M | 0.16% | −11,796−20.0% | Reduced |
| GDS Wealth Management | 47,069 | $8.82M | 1.19% | +7,527+19.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 46,926 | $8.79M | 2.81% | −1,318−2.7% | Reduced |
| Tredje AP-fonden | 46,585 | $8.73M | 0.11% | +5,580+13.6% | Added |
| Mirabaud Asset Management Ltd | 46,240 | $8.66M | 3.71% | +46,240 | New |
| Prudential PLC | 46,092 | $8.63M | 0.09% | +1,211+2.7% | Added |
| Kentucky Retirement Systems | 46,063 | $8.63M | 0.27% | +118+0.3% | Added |
| Martin Investment Management, LLC | 46,034 | $8.62M | 2.57% | −3,864−7.7% | Reduced |
| Illinois Municipal Retirement Fund | 45,824 | $8.59M | 0.14% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 45,380 | $8.50M | 0.66% | +45,380 | New |
| Maryland State Retirement & Pension System | 45,162 | $8.46M | 0.17% | −408−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 44,916 | $8.41M | 0.15% | −133−0.3% | Reduced |
| Chemung Canal Trust Co | 44,797 | $8.39M | 1.73% | +786+1.8% | Added |
| Financial Avengers, Inc. | 44,242 | $8.29M | 4.98% | +170+0.4% | Added |
| Guggenheim Capital LLC | 44,135 | $8.27M | 0.06% | −6,308−12.5% | Reduced |
| Kinneret Advisory, LLC | 43,795 | $8.20M | 0.91% | −279−0.6% | Reduced |
| Greystone Financial Group, LLC | 43,431 | $8.14M | 1.88% | +36,486+525.4% | Added |
| Family Capital Trust Co | 43,354 | $8.12M | 2.56% | −28−0.1% | Reduced |
| Amica Mutual Insurance Co | 43,108 | $8.08M | 0.87% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 43,100 | $8.07M | 1.13% | +25+0.1% | Added |
| Intech Investment Management LLC | 42,856 | $8.03M | 0.12% | −11,885−21.7% | Reduced |
| NFC Investments, LLC | 42,577 | $7.98M | 2.47% | +42,577 | New |
| Exchange Traded Concepts, LLC | 42,339 | $7.93M | 0.21% | −2,047−4.6% | Reduced |
| D.A. Davidson & Co. | 42,186 | $7.90M | 0.08% | +13,493+47.0% | Added |
| Brown Brothers Harriman & Co | 42,142 | $7.89M | 0.07% | −2,784−6.2% | Reduced |
| WoodTrust Financial Corp | 41,895 | $7.85M | 1.34% | +838+2.0% | Added |
| ING Groep NV | 41,439 | $7.76M | 0.06% | +21,499+107.8% | Added |
| Searle & Co. | 41,357 | $7.75M | 2.12% | +7,267+21.3% | Added |
| Ironwood Investment Counsel, LLC | 40,894 | $7.66M | 1.43% | −1,285−3.0% | Reduced |
| Laffer Tengler Investments | 40,886 | $7.66M | 2.04% | +18,249+80.6% | Added |
| Jacobs & Co | 40,808 | $7.64M | 0.87% | +1,944+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 40,798 | $7.64M | 0.10% | +3,217+8.6% | Added |
| Central Trust Co | 40,343 | $7.56M | 0.20% | +246+0.6% | Added |
| Radnor Capital Management, LLC | 40,007 | $7.50M | 1.40% | +2,591+6.9% | Added |
| LB Partners LLC | 40,000 | $7.49M | 8.22% | +40,000 | New |
| Shelter Mutual Insurance Co | 39,885 | $7.47M | 2.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 39,739 | $7.44M | 0.10% | +2,219+5.9% | Added |
| MAI Capital Management | 39,257 | $7.35M | 0.10% | −28,933−42.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 38,527 | $7.29M | 1.00% | −215−0.6% | Reduced |
| St Germain D J Co Inc | 38,911 | $7.29M | 0.38% | −127−0.3% | Reduced |
| Ziegler Capital Management, LLC | 38,884 | $7.28M | 0.33% | +28,780+284.8% | Added |
| Hartford Investment Management Co | 38,799 | $7.27M | 0.27% | −1,110−2.8% | Reduced |
| Headinvest, LLC | 38,443 | $7.20M | 1.50% | +216+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 38,337 | $7.18M | 0.55% | −1,228−3.1% | Reduced |
| Cornerstone Advisors, LLC | 38,200 | $7.16M | 0.31% | −5,600−12.8% | Reduced |
| Pacer Advisors, Inc. | 37,871 | $7.09M | 0.02% | +226+0.6% | Added |
| Knights of Columbus Asset Advisors LLC | 37,852 | $7.09M | 0.46% | +36,497+2,693.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 37,500 | $7.04M | 0.64% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 37,288 | $6.99M | 0.18% | +883+2.4% | Added |
| DCM Advisors, LLC | 37,248 | $6.98M | 2.50% | −97−0.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 36,992 | $6.93M | 0.26% | +36,992 | New |