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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q1 2024
Institutional positions in American Express Co as of Mar 31, 2024. 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
- 2,315
- +153 vs. Q4 2023
- Shares held
- 613.4M
- +2.39M (+0.4%) vs. Q4 2023
- Total value
- $139.5B
- +$25.1B (+22.0%) vs. Q4 2023
- New holders
- 250
- 765 more added
- Sold out
- 97
- 897 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 3,020 | $195.8B |
| Q1 2026 | 2,911 | $174.9B |
| Q4 2025 | 3,042 | $217.7B |
| Q3 2025 | 2,757 | $201.0B |
| Q2 2025 | 2,718 | $190.6B |
| Q1 2025 | 2,625 | $160.7B |
| Q4 2024 | 2,642 | $177.6B |
| Q3 2024 | 2,459 | $164.8B |
| Q2 2024 | 2,348 | $143.8B |
| Q1 2024 | 2,315 | $149.3B |
| Q4 2023 | 2,191 | $120.4B |
| Q3 2023 | 2,003 | $91.5B |
| Q2 2023 | 2,048 | $108.2B |
| Q1 2023 | 2,056 | $104.3B |
| Q4 2022 | 2,008 | $92.7B |
| Q3 2022 | 1,919 | $85.9B |
| Q2 2022 | 1,975 | $88.2B |
| Q1 2022 | 2,067 | $120.3B |
| Q4 2021 | 2,004 | $106.7B |
| Q3 2021 | 1,878 | $111.2B |
| Q2 2021 | 1,851 | $157.7B |
| Q1 2021 | 1,781 | $96.6B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $34.5B | 10.41% | 00.0% | Unchanged |
| Vanguard Group Inc | 45,153,718 | $10.3B | 0.20% | −1,493,133−3.2% | Reduced |
| BlackRock Inc. | 43,068,975 | $9.81B | 0.23% | −1,046,301−2.4% | Reduced |
| State Street Corp | 29,575,170 | $6.73B | 0.30% | −119,583−0.4% | Reduced |
| Wellington Management Group LLP | 22,020,862 | $5.01B | 0.89% | +4,164,804+23.3% | Added |
| JPMorgan Chase & Co | 16,110,223 | $3.67B | 0.33% | −241,217−1.5% | Reduced |
| Morgan Stanley | 13,286,899 | $3.03B | 0.24% | −296,770−2.2% | Reduced |
| Bank of America Corp | 11,356,296 | $2.59B | 0.25% | −969,257−7.9% | Reduced |
| Geode Capital Management, LLC | 11,229,493 | $2.55B | 0.24% | +307,049+2.8% | Added |
| Massachusetts Financial Services Co | 9,755,555 | $2.22B | 0.66% | −746,964−7.1% | Reduced |
| Fisher Asset Management, LLC | 9,212,356 | $2.10B | 0.98% | −565,933−5.8% | Reduced |
| Price T Rowe Associates Inc | 8,447,441 | $1.92B | 0.24% | +662,382+8.5% | Added |
| FMR LLC | 8,105,367 | $1.85B | 0.12% | +1,722,793+27.0% | Added |
| Nuveen Asset Management, LLC | 6,888,198 | $1.57B | 0.47% | −95,552−1.4% | Reduced |
| Northern Trust Corp | 6,225,667 | $1.42B | 0.24% | −360,518−5.5% | Reduced |
| Norges Bank | 5,959,833 | $1.36B | 0.21% | +20,115+0.3% | Added |
| Invesco Ltd. | 5,555,687 | $1.26B | 0.27% | −384,778−6.5% | Reduced |
| Artisan Partners Limited Partnership | 4,846,409 | $1.10B | 1.61% | −8,802−0.2% | Reduced |
| Bank of New York Mellon Corp | 4,809,725 | $1.10B | 0.21% | −247,908−4.9% | Reduced |
| Janus Henderson Group PLC | 4,163,073 | $947.9M | 0.52% | −68,526−1.6% | Reduced |
| Legal & General Group Plc | 4,112,230 | $936.3M | 0.27% | −98,161−2.3% | Reduced |
| Goldman Sachs Group Inc | 4,106,480 | $935.0M | 0.20% | +288,923+7.6% | Added |
| Lazard Asset Management LLC | 4,075,388 | $927.9M | 1.13% | −844,258−17.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,984,143 | $907.1M | 1.47% | −1,024,083−20.4% | Reduced |
| Charles Schwab Investment Management Inc | 3,892,166 | $879.0M | 0.20% | +52,890+1.4% | Added |
| Barclays PLC | 3,680,266 | $838.0M | 0.38% | +993,594+37.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 3,576,277 | $814.3M | 13.50% | +12,248+0.3% | Added |
| UBS Asset Management Americas Inc | 3,439,869 | $783.2M | 0.28% | −254,491−6.9% | Reduced |
| Longview Partners (Guernsey) LTD | 3,159,749 | $719.4M | 4.65% | −89,600−2.8% | Reduced |
| Dimensional Fund Advisors LP | 2,943,662 | $670.2M | 0.18% | −23,628−0.8% | Reduced |
| UBS Group AG | 2,782,499 | $633.5M | 0.21% | +499,143+21.9% | Added |
| First Eagle Investment Management, LLC | 2,604,950 | $593.1M | 1.35% | +3,740+0.1% | Added |
| TD Asset Management Inc | 2,595,370 | $590.9M | 0.55% | +195,876+8.2% | Added |
| HSBC Holdings PLC | 2,365,299 | $538.5M | 0.38% | +383,345+19.3% | Added |
| Ameriprise Financial Inc | 2,277,020 | $508.7M | 0.14% | −124,985−5.2% | Reduced |
| Boston Partners | 2,129,175 | $485.5M | 0.58% | +387,166+22.2% | Added |
| Amundi | 2,120,130 | $461.1M | 0.20% | +132,662+6.7% | Added |
| Deutsche Bank AG | 1,993,570 | $453.9M | 0.21% | −23,526−1.2% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,904,823 | $433.7M | 3.85% | +1,904,823 | New |
| Alliancebernstein L.P. | 1,867,233 | $425.2M | 0.15% | −1,608,112−46.3% | Reduced |
| Nordea Investment Management AB | 1,798,742 | $408.5M | 0.48% | +224,079+14.2% | Added |
| Royal Bank of Canada | 1,765,094 | $401.9M | 0.10% | −151,564−7.9% | Reduced |
| Smead Capital Management, Inc. | 1,760,843 | $400.9M | 6.26% | +78,581+4.7% | Added |
| Swiss National Bank | 1,745,979 | $397.5M | 0.28% | −211,500−10.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,736,133 | $395.3M | 0.51% | +536,100+44.7% | Added |
| Sustainable Growth Advisers, LP | 1,709,268 | $389.2M | 1.63% | −60,031−3.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,690,528 | $384.9M | 0.26% | −99,086−5.5% | Reduced |
| Wells Fargo & Company | 1,661,443 | $378.3M | 0.10% | +118,200+7.7% | Added |
| Beutel, Goodman & Co Ltd. | 1,399,340 | $318.6M | 1.64% | −668,518−32.3% | Reduced |
| Pictet Asset Management Holding SA | 1,362,325 | $310.2M | 0.34% | −14,570−1.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,267,779 | $288.7M | 1.05% | +93,962+8.0% | Added |
| American Century Companies Inc | 1,251,356 | $284.9M | 0.18% | −54,527−4.2% | Reduced |
| Standard Life Aberdeen plc | 1,237,315 | $281.7M | 0.55% | +45,304+3.8% | Added |
| Schroder Investment Management Group | 1,203,151 | $273.9M | 0.32% | +169,255+16.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,196,935 | $272.5M | 0.92% | −64,106−5.1% | Reduced |
| KBC Group NV | 1,171,109 | $266.6M | 0.85% | +437,639+59.7% | Added |
| Rhumbline Advisers | 1,167,679 | $265.9M | 0.26% | −12,851−1.1% | Reduced |
| Credit Suisse AG | 1,147,824 | $261.3M | 0.25% | −116,957−9.2% | Reduced |
| CI Private Wealth, LLC | 1,114,710 | $253.8M | 0.45% | −63,377−5.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,102,605 | $251.1M | 0.17% | +55,286+5.3% | Added |
| First Trust Advisors LP | 1,099,227 | $250.3M | 0.25% | −9,979−0.9% | Reduced |
| Maj Invest Holding A/S | 1,089,992 | $248.2M | 6.73% | −131,901−10.8% | Reduced |
| Epoch Investment Partners, Inc. | 1,046,904 | $238.4M | 1.06% | +87,331+9.1% | Added |
| Bank of Montreal | 1,041,285 | $237.2M | 0.12% | −131,606−11.2% | Reduced |
| California Public Employees Retirement System | 1,039,843 | $236.8M | 0.17% | −29,249−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,026,341 | $233.7M | 0.29% | +369,533+56.3% | Added |
| National Pension Service | 1,022,225 | $232.8M | 0.28% | −592−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,019,004 | $232.0M | 0.32% | +98,800+10.7% | Added |
| Jane Street Group, LLC | 994,795 | $226.5M | 0.29% | +824,460+484.0% | Added |
| Timucuan Asset Management Inc | 993,600 | $226.2M | 7.64% | +15,798+1.6% | Added |
| California State Teachers Retirement System | 952,694 | $216.9M | 0.27% | −45,844−4.6% | Reduced |
| Citadel Advisors LLC | 921,320 | $209.8M | 0.20% | +461,812+100.5% | Added |
| Franklin Resources Inc | 898,053 | $204.5M | 0.06% | +35,960+4.2% | Added |
| Waverton Investment Management Ltd | 890,675 | $202.8M | 4.21% | −5,879−0.7% | Reduced |
| Canoe Financial LP | 879,800 | $200.3M | 3.30% | −7,849−0.9% | Reduced |
| AXA S.A. | 867,796 | $197.6M | 0.59% | −5,529−0.6% | Reduced |
| Troy Asset Management Ltd | 844,856 | $192.4M | 5.82% | −27,373−3.1% | Reduced |
| Clearbridge Investments, LLC | 831,031 | $189.2M | 0.15% | −364,089−30.5% | Reduced |
| Millennium Management LLC | 828,216 | $188.6M | 0.16% | +559,108+207.8% | Added |
| New York State Common Retirement Fund | 824,490 | $187.7M | 0.25% | −2,365−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 816,322 | $185.9M | 0.49% | +476,543+140.3% | Added |
| Natixis Advisors, L.P. | 796,914 | $181.4M | 0.42% | +44,601+5.9% | Added |
| Davis Selected Advisers | 766,345 | $174.5M | 0.98% | −137,146−15.2% | Reduced |
| Gabelli Funds LLC | 751,300 | $171.1M | 1.26% | −48,750−6.1% | Reduced |
| Blair William & Co | 729,402 | $166.1M | 0.52% | +18,402+2.6% | Added |
| Envestnet Asset Management Inc | 703,140 | $160.1M | 0.06% | +5,053+0.7% | Added |
| Canada Pension Plan Investment Board | 677,343 | $154.2M | 0.16% | −90,387−11.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 675,079 | $153.7M | 1.96% | +698+0.1% | Added |
| King Luther Capital Management Corp | 674,749 | $153.6M | 0.69% | −9,853−1.4% | Reduced |
| Raymond James & Associates | 653,725 | $148.8M | 0.10% | +5,780+0.9% | Added |
| Principal Financial Group Inc | 638,928 | $145.5M | 0.09% | −5,191−0.8% | Reduced |
| Macquarie Group Ltd | 723,878 | $142.1M | 0.16% | +93,964+14.9% | Added |
| Douglas Lane & Associates, LLC | 616,314 | $140.3M | 1.98% | −16,008−2.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 611,313 | $139.2M | 0.16% | +537,696+730.4% | Added |
| Gamco Investors, Inc. Et Al | 607,388 | $138.3M | 1.40% | −24,232−3.8% | Reduced |
| Korea Investment CORP | 590,288 | $134.4M | 0.34% | −36,335−5.8% | Reduced |
| Victory Capital Management Inc | 588,031 | $133.9M | 0.13% | −105,227−15.2% | Reduced |
| New York State Teachers Retirement System | 583,198 | $132.8M | 0.28% | −16,295−2.7% | Reduced |
| State of Wisconsin Investment Board | 563,201 | $128.2M | 0.34% | −310,065−35.5% | Reduced |
| Russell Investments Group, Ltd. | 562,546 | $128.1M | 0.20% | +33,915+6.4% | Added |