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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 36,624 | $6.86M | 0.30% | +10,813+41.9% | Added |
| Whittier Trust Co of Nevada Inc | 36,566 | $6.85M | 0.22% | −67−0.2% | Reduced |
| Girard Partners Ltd. | 36,553 | $6.85M | 0.69% | +1,109+3.1% | Added |
| Securian Asset Management, Inc | 36,461 | $6.83M | 0.19% | −5,289−12.7% | Reduced |
| Tiaa Trust, National Association | 36,432 | $6.83M | 0.02% | −4,509−11.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,306 | $6.80M | 2.71% | −81−0.2% | Reduced |
| Winslow Asset Management Inc | 36,135 | $6.77M | 1.38% | +435+1.2% | Added |
| Cubic Asset Management, LLC | 36,105 | $6.76M | 1.74% | −1,215−3.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 35,933 | $6.73M | 6.23% | +710+2.0% | Added |
| Power Corp of Canada | 35,872 | $6.72M | 0.70% | +2,605+7.8% | Added |
| Thompson Siegel & Walmsley LLC | 35,674 | $6.68M | 0.11% | −400−1.1% | Reduced |
| NWF Advisory Services Inc. | 35,623 | $6.67M | 1.33% | +2,045+6.1% | Added |
| 1st Source Bank | 35,594 | $6.67M | 0.40% | −471−1.3% | Reduced |
| Eastern Bank | 35,501 | $6.65M | 0.30% | −640−1.8% | Reduced |
| Highland Capital Management, LLC | 35,478 | $6.65M | 0.41% | +230+0.7% | Added |
| HighPoint Advisor Group LLC | 29,198 | $6.60M | 0.47% | +29,198 | New |
| Asset Dedication, LLC | 35,115 | $6.55M | 0.53% | −897−2.5% | Reduced |
| Louisiana State Employees Retirement System | 34,800 | $6.52M | 0.14% | −1,200−3.3% | Reduced |
| SP Asset Management LLC | 34,654 | $6.49M | 0.67% | +123+0.4% | Added |
| PGGM Investments | 34,647 | $6.49M | 0.10% | +1,806+5.5% | Added |
| Independent Advisor Alliance | 34,534 | $6.47M | 0.23% | +726+2.1% | Added |
| Guardian Capital Advisors LP | 34,165 | $6.46M | 0.67% | +225+0.7% | Added |
| Meyer Handelman Co | 34,500 | $6.46M | 0.25% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 34,297 | $6.43M | 0.22% | +1,169+3.5% | Added |
| Rodgers Brothers Inc. | 34,158 | $6.40M | 1.01% | −75−0.2% | Reduced |
| Unison Asset Management LLC | 34,094 | $6.39M | 3.75% | 00.0% | Unchanged |
| Norinchukin Bank, The | 34,067 | $6.38M | 0.15% | −4,753−12.2% | Reduced |
| Pacific Global Investment Management CO | 34,022 | $6.37M | 1.30% | +1,215+3.7% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,469 | $6.27M | 2.11% | +230+0.7% | Added |
| Atlantic Union Bankshares Corp | 33,188 | $6.22M | 0.58% | −2,383−6.7% | Reduced |
| Wellington Shields Capital Management, LLC | 33,071 | $6.20M | 0.77% | +6,884+26.3% | Added |
| Silicon Valley Capital Partners | 32,949 | $6.17M | 1.04% | −739−2.2% | Reduced |
| Legacy Trust | 32,647 | $6.12M | 1.59% | −75−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 32,478 | $6.08M | 0.75% | +5,018+18.3% | Added |
| Letson Investment Management, Inc. | 31,822 | $5.96M | 2.77% | +31,822 | New |
| Warren Averett Asset Management, LLC | 31,703 | $5.94M | 0.22% | +6,160+24.1% | Added |
| Ceera Investments, LLC | 31,653 | $5.93M | 2.79% | +2,345+8.0% | Added |
| NJ State Employees Deferred Compensation Plan | 31,600 | $5.92M | 0.81% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 31,575 | $5.92M | 1.87% | −358−1.1% | Reduced |
| Heritage Trust Co | 31,498 | $5.90M | 0.83% | −280−0.9% | Reduced |
| Bessemer Group Inc | 31,290 | $5.86M | 0.01% | −1,954−5.9% | Reduced |
| Olstein Capital Management, L.P. | 31,000 | $5.81M | 0.98% | −8,000−20.5% | Reduced |
| Pavion Blue Capital, LLC | 30,973 | $5.80M | 3.20% | −390−1.2% | Reduced |
| New Mexico Educational Retirement Board | 30,963 | $5.80M | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 30,893 | $5.79M | 0.11% | +104+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,708 | $5.75M | 0.12% | +2,476+8.8% | Added |
| Mirova | 30,643 | $5.74M | 1.18% | +1,309+4.5% | Added |
| Putnam Investments LLC | 30,492 | $5.71M | 0.01% | −778−2.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 30,433 | $5.70M | 0.07% | +16,010+111.0% | Added |
| Long Corridor Asset Management Ltd | 30,000 | $5.62M | 4.69% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29,967 | $5.61M | 0.30% | −1,032−3.3% | Reduced |
| HRT Financial LP | 29,889 | $5.60M | 0.04% | −65,140−68.5% | Reduced |
| Wedbush Securities Inc | 29,665 | $5.56M | 0.25% | +1,382+4.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 29,543 | $5.53M | 1.46% | +274+0.9% | Added |
| Warther Private Wealth, LLC | 29,527 | $5.53M | 3.10% | +8,961+43.6% | Added |
| LGT Group Foundation | 29,149 | $5.47M | 0.12% | −4,962−14.5% | Reduced |
| Bouvel Investment Partners, LLC | 29,102 | $5.45M | 2.55% | +778+2.7% | Added |
| Erste Asset Management GmbH | 28,963 | $5.44M | 0.08% | −1,750−5.7% | Reduced |
| Buckingham Capital Management, Inc. | 29,029 | $5.44M | 0.73% | +8,799+43.5% | Added |
| First Interstate Bank | 28,878 | $5.41M | 0.40% | −1,331−4.4% | Reduced |
| Assenagon Asset Management S.A. | 28,810 | $5.40M | 0.02% | −1,507−5.0% | Reduced |
| Point72 Europe (London) LLP | 28,661 | $5.37M | 0.67% | +28,661 | New |
| Hendershot Investments Inc. | 28,559 | $5.35M | 0.82% | 00.0% | Unchanged |
| Bokf, NA | 28,335 | $5.31M | 0.10% | −359−1.3% | Reduced |
| Lighthouse Investment Partners, LLC | 28,287 | $5.30M | 0.39% | −12,913−31.3% | Reduced |
| Metis Global Partners, LLC | 28,214 | $5.29M | 0.21% | −1,993−6.6% | Reduced |
| Boyd Watterson Asset Management LLC | 28,182 | $5.28M | 2.09% | +205+0.7% | Added |
| Arcadia Investment Management Corp | 28,164 | $5.28M | 1.01% | −3,292−10.5% | Reduced |
| Capital Fund Management S.A. | 27,805 | $5.21M | 0.07% | −375,376−93.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,389 | $5.13M | 0.56% | +220+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 27,278 | $5.11M | 0.24% | +596+2.2% | Added |
| Avitas Wealth Management LLC | 27,226 | $5.10M | 0.85% | +904+3.4% | Added |
| Jag Capital Management, LLC | 27,050 | $5.07M | 0.78% | +28+0.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $5.06M | 0.07% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 26,929 | $5.04M | 1.14% | +2,292+9.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,852 | $5.03M | 0.10% | +3,169+13.4% | Added |
| Siemens Fonds Invest GmbH | 26,655 | $4.99M | 0.41% | +8,047+43.2% | Added |
| Worldquant Millennium Advisors LLC | 26,589 | $4.98M | 0.07% | +23,396+732.7% | Added |
| Roundview Capital LLC | 26,318 | $4.93M | 0.45% | +1,190+4.7% | Added |
| Oppenheimer Asset Management Inc. | 26,281 | $4.92M | 0.07% | −4,502−14.6% | Reduced |
| TrimTabs Asset Management, LLC | 26,175 | $4.90M | 1.42% | +15,707+150.0% | Added |
| Ossiam | 26,061 | $4.88M | 0.08% | −6,098−19.0% | Reduced |
| Reliant Investment Management, LLC | 26,047 | $4.88M | 2.48% | +24,547+1,636.5% | Added |
| GFS Advisors, LLC | 25,720 | $4.82M | 0.70% | −2,970−10.4% | Reduced |
| AMG National Trust Bank | 25,500 | $4.78M | 0.15% | −470−1.8% | Reduced |
| Fundamentun, LLC | 25,370 | $4.75M | 0.56% | +844+3.4% | Added |
| Wright Investors Service Inc | 25,078 | $4.70M | 1.32% | −5,653−18.4% | Reduced |
| Adalta Capital Management LLC | 25,068 | $4.70M | 2.84% | −162−0.6% | Reduced |
| Bensler, LLC | 25,007 | $4.68M | 0.78% | +2,252+9.9% | Added |
| Bleichroeder LP | 25,000 | $4.68M | 1.04% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 24,904 | $4.67M | 1.21% | −454−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 24,900 | $4.66M | 0.17% | −4,100−14.1% | Reduced |
| Wetherby Asset Management Inc | 24,727 | $4.63M | 0.24% | +658+2.7% | Added |
| Adviser Investments LLC | 24,689 | $4.63M | 0.07% | +11,367+85.3% | Added |
| Advisory Services Network, LLC | 24,533 | $4.60M | 0.11% | +1,539+6.7% | Added |
| Two Sigma Securities, LLC | 24,480 | $4.59M | 0.21% | −6,254−20.3% | Reduced |
| Silvant Capital Management LLC | 24,357 | $4.56M | 0.25% | −2,125−8.0% | Reduced |
| Raymond James Trust N.A. | 24,328 | $4.56M | 0.12% | +2,676+12.4% | Added |
| Concentric Wealth Management, LLC | 24,280 | $4.55M | 1.32% | +401+1.7% | Added |
| Trinity Legacy Partners, LLC | 24,176 | $4.53M | 1.43% | +56+0.2% | Added |