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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.

Q1 2024 vs. Q4 2023

How the institutions holding American Express Co changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of AXP: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2,192292,316+153
Shares611.9M866.1K613.4M+2.39M (+0.4%)
Value$114.5B$177.2M$139.5B+$25.1B (+22.0%)

29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (251)

Institutions that held American Express Co at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 251 by value.

Institutions new to AXP in Q1 2024
InstitutionSharesValue% of portfolio
Alphinity Investment Management Pty Ltd1,904,823$433.7M3.85%
M&G Plc504,340$115.0M0.69%
Focused Investors Fund L P471,600$107.4M3.36%
Danske Bank A/S446,343$101.6M0.32%
Southpoint Capital Advisors LP270,000$61.5M1.22%
Renaissance Technologies LLC207,993$47.4M0.07%
Allianz SE198,754$45.3M1.43%
Resona Asset Management Co.,Ltd.196,839$44.8M0.27%
Artemis Investment Management LLP152,025$34.6M0.45%
Varma Mutual Pension Insurance Co146,100$33.3M0.29%
Mediolanum International Funds Ltd145,682$33.2M0.54%
Zurich Insurance Group Ltd120,702$27.5M0.25%
Danica Pension, Livsforsikringsaktieselskab113,539$25.9M0.58%
Quilter Plc105,071$23.9M0.57%
Coulter & Justus Financial Services, LLC99,401$22.6M5.03%
Trexquant Investment LP90,539$20.6M0.41%
Voloridge Investment Management, LLC82,133$18.7M0.07%
Payden & Rygel Investment Group65,000$14.8M1.01%
TD Waterhouse Canada Inc.58,451$13.6M0.10%
Andra AP-fonden50,848$11.6M0.21%
Sienna Gestion45,491$10.4M0.95%
Fishman Jay A Ltd35,960$8.19M0.90%
Bayesian Capital Management, LP35,606$8.11M0.77%
NatWest Group plc24,286$5.53M2.13%
SpiderRock Advisors, LLC24,532$5.42M0.18%
Jump Financial, LLC23,461$5.34M0.15%
Central Pacific Bank - Trust Division23,375$5.32M0.66%
Community Financial Services Group, LLC22,513$5.13M1.17%
Milestone Asset Management, LLC22,260$5.07M1.45%
Westend Capital Management, LLC22,149$5.04M1.96%
Boulder Hill Capital Management LP22,100$5.03M2.07%
Steward Partners Investment Solutions, LLC20,486$4.66M0.79%
Thurston, Springer, Miller, Herd & Titak, Inc.19,306$4.40M1.76%
Longbow Finance SA19,037$4.33M0.44%
Gunderson Capital Management Inc.18,807$4.28M1.99%
Winton Group Ltd17,510$3.99M0.28%
BCJ Capital Management, LLC17,311$3.94M0.31%
Lombard Odier Asset Management (Switzerland) SA17,178$3.91M0.28%
Simplicity Wealth,LLC14,225$3.24M0.08%
Qsemble Capital Management, LP12,942$2.95M0.64%
L & S Advisors Inc12,576$2.86M0.32%
Paloma Partners Management Co12,108$2.76M0.40%
Worth Asset Management, LLC11,287$2.57M1.58%
Wilkins Investment Counsel Inc10,912$2.48M0.36%
Tudor Investment Corp Et Al10,735$2.44M0.03%
Wolverine Asset Management LLC10,419$2.37M0.05%
AustralianSuper Pty Ltd10,250$2.33M0.01%
Mengis Capital Management, Inc.9,806$2.23M0.34%
Trajan Wealth LLC9,435$2.15M0.15%
Provident Co of the Employees of the Hebrew University LTD9,129$2.08M2.20%
Catalyst Funds Management Pty Ltd9,100$2.07M0.58%
PKO Investment Management Joint-Stock Co8,753$2.00M0.24%
Pinnacle Wealth Management, LLC8,481$1.93M2.01%
Alpha DNA Investment Management LLC8,386$1.91M1.05%
Hamilton Capital Partners Inc.8,383$1.91M0.23%
Sciencast Management LP8,263$1.88M1.15%
Evoke Wealth, LLC8,247$1.88M0.06%
Bryn Mawr Trust Co8,091$1.84M0.07%
Cubist Systematic Strategies, LLC7,624$1.74M0.02%
Diversify Advisory Services, LLC7,327$1.67M0.10%
ExodusPoint Capital Management, LP7,101$1.62M0.02%
Dynasty Wealth Management, LLC6,573$1.50M0.05%
Hilltop National Bank6,123$1.39M0.47%
Ransom Advisory, Ltd5,946$1.35M0.72%
Point72 Asia (Singapore) Pte. Ltd.5,610$1.28M0.33%
Crewe Advisors LLC5,595$1.27M0.15%
Gen-Wealth Partners Inc5,464$1.24M0.62%
Mittelman Wealth Management5,354$1.22M0.83%
Manchester Capital Management LLC5,196$1.18M0.15%
Grey Street Capital, LLC5,112$1.16M0.16%
Revisor Wealth Management LLC5,450$1.13M0.51%
Focus Financial Network, Inc.4,983$1.08M0.05%
Becker Capital Management Inc4,491$1.02M0.04%
Connor, Clark & Lunn Investment Management Ltd.4,473$1.02M0.00%
Passumpsic Savings Bank3,734$850.2K0.54%
Friedenthal Financial3,653$831.8K0.51%
Bell Bank3,327$757.5K0.07%
Atlanta Consulting Group Advisors, LLC3,318$755.6K0.26%
Maven Securities LTD3,288$748.6K0.04%
Wellington Wealth Strategies, LLC.2,884$656.7K0.31%
Kavar Capital Partners Group, LLC2,867$652.8K0.12%
Outfitter Financial LLC2,625$597.7K0.49%
Inceptionr LLC2,614$595.2K0.15%
Advisor Resource Council3,167$593.3K0.25%
TCG Advisory Services, LLC2,582$587.9K0.03%
Worth Financial Advisory Group, LLC2,515$572.6K0.40%
Silver Lake Advisory, LLC2,315$527.1K0.23%
Fiducient Advisors LLC2,256$513.7K0.10%
Umpqua Bank2,238$509.6K0.21%
Crumly & Associates Inc.2,136$486.3K0.13%
Archetype Wealth Partners2,110$480.0K0.08%
Empirical Asset Management, LLC2,019$459.7K0.22%
USA Financial Portformulas Corp2,018$459.5K0.07%
Bahl & Gaynor Inc2,016$459.0K0.00%
Sutton Place Investors LLC2,011$457.8K0.23%
Cumberland Partners Ltd2,000$455.4K0.03%
Virtu Financial LLC1,989$453.0K0.03%
Dark Forest Capital Management LP1,828$416.2K0.07%
Scientech Research LLC1,791$407.8K0.22%
Fullerton Fund Management Co Ltd.1,775$404.1K0.02%

Sold out (98)

Institutions that held American Express Co at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of AXP in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Par Capital Management Inc350,000$65.6M
Delta Global Management LP151,056$28.3M
Marex Group plc107,217$20.1M
Laurion Capital Management LP93,406$17.5M
Quadrature Capital Ltd80,573$15.1M
Mercer Global Advisors Inc77,505$14.5M
Point72 Asset Management, L.P.71,604$13.4M
Interval Partners, LP69,871$13.1M
Cetera Advisor Networks LLC52,240$9.79M
Power Corp of Canada35,872$6.72M
Point72 Europe (London) LLP28,661$5.37M
Lighthouse Investment Partners, LLC28,287$5.30M
Capital Fund Management S.A.27,805$5.21M
GFS Advisors, LLC25,720$4.82M
Cetera Advisors LLC17,989$3.37M
FJ Investments, LLC15,200$2.85M
Cornercap Investment Counsel Inc12,621$2.36M
New Millennium Group LLC11,142$2.09M
Caxton Associates LP9,659$1.81M
CenterBook Partners LP9,505$1.78M
IFG Advisory, LLC9,423$1.77M
Hartline Investment Corp9,181$1.72M
OV Management LLC8,000$1.50M
Alpine Woods Capital Investors, LLC6,300$1.18M
Lecap Asset Management Ltd6,021$1.13M
Quest Partners LLC5,564$1.04M
Granite Bay Wealth Management, LLC6,300$1.01M
First Command Advisory Services, Inc.5,364$1.00M
Fred Alger Management, LLC4,600$861.8K
3Chopt Investment Partners, LLC4,544$851.3K
United Community Bank4,502$843.4K
Oak Harvest Investment Services4,394$823.1K
Oak Grove Capital LLC3,905$731.6K
Petrus Trust Company, LTA3,835$718.4K
Aquatic Capital Management LLC3,700$693.0K
Summit Financial, LLC3,653$684.4K
Transform Wealth, LLC3,488$653.5K
Oversea-Chinese Banking CORP Ltd3,388$636.4K
Chiron Investment Management, LLC2,990$560.1K
Gsa Capital Partners LLP2,854$535.0K
Stevens Capital Management LP2,826$529.0K
Riverbridge Partners LLC2,690$503.9K
Group One Trading, L.P.2,597$486.5K
Unique Wealth Strategies, LLC2,191$410.5K
Symmetry Investments LP2,182$408.8K
Van Hulzen Asset Management, LLC2,170$407.0K
Glassman Wealth Services2,170$406.5K
Retirement Planning Co of New England, Inc.2,055$385.0K
Truepoint, Inc.1,921$359.9K
Arista Wealth Management, LLC1,853$347.1K
Keating Investment Counselors Inc1,830$342.8K
Riverwater Partners LLC1,721$322.4K
Landscape Capital Management, L.L.C.1,705$319.4K
Partners Capital Investment Group, LLP1,679$314.5K
Consolidated Portfolio Review Corp1,677$314.2K
Laidlaw Wealth Management LLC1,648$308.7K
Altshuler Shaham Ltd1,589$297.7K
CapWealth Advisors, LLC1,459$273.3K
Wealth Advisors of Iowa, LLC1,450$271.6K
Private Capital Advisors, Inc.1,437$269.0K
Thrive Capital Management, LLC1,345$252.0K
Financial Advocates Investment Management1,331$249.3K
Cynosure Management, LLC1,285$240.7K
KG&L Capital Management,LLC1,265$236.9K
Waterloo Capital, L.P.1,232$230.8K
Kure Advisory, LLC1,217$228.0K
Sherbrooke Park Advisers LLC1,202$225.2K
Sax Wealth Advisors, LLC1,171$219.4K
ORG Partners LLC1,150$215.4K
MQS Management LLC1,144$214.3K
James J. Burns & Company, LLC1,135$213.0K
Gunn & Co Investment Management, Inc.1,137$213.0K
Farmers National Bank1,133$212.3K
Gallacher Capital Management LLC1,068$200.0K
Edentree Asset Management Ltd1,000$187.3K
Front Street Capital Management, Inc.675$126.0K
American State Bank (Iowa)570$106.8K
Turtle Creek Wealth Advisors, LLC393$73.6K
Northwest Financial Advisors364$68.3K
EdgeRock Capital LLC305$63.1K
Planned Solutions, Inc.324$60.7K
Lee Financial Co300$56.2K
Ables, Iannone, Moore & Associates, Inc.250$46.8K
Dividend Assets Capital, LLC186$35.0K
Pin Oak Investment Advisors Inc168$31.0K
BKM Wealth Management, LLC150$28.1K
Tennessee Valley Asset Management Partners150$28.0K
Resurgent Financial Advisors LLC145$27.2K
Level Financial Advisors, Inc.105$19.7K
CGC Financial Services, LLC95$17.8K
PSI Advisors, LLC85$15.9K
Chesapeake Asset Management LLC71$13.3K
Highlander Capital Management, LLC–$13.0K
Arlington Partners LLC64$12.0K
Long Island Wealth Management, Inc.52$10.0K
O'Dell Group, LLC37$6.93K
Lowe Wealth Advisors, LLC20$3.75K
Kapitalo Investimentos Ltda14$2.62K

Not filed for Q1 2024 yet (29)

Institutions that held American Express Co at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
M&G Investment Management Ltd496,851$92.9M
Aware Super Pty Ltd as trustee of Aware Super81,886$30.3M
Bartlett & Co. LLC101,818$19.1M
Strategic Wealth Designers61,324$11.5M
Putnam Investments LLC30,492$5.71M
Sawtooth Solutions, LLC13,669$2.56M
Traverso Chambers Private Wealth Management, LLC13,191$2.47M
Focus Financial Network Inc11,966$2.24M
Telemus Capital, LLC7,003$1.31M
Lee Danner & Bass Inc6,423$1.20M
Wade G W & Inc5,007$938.0K
DFPG Investments, LLC4,891$911.3K
Platform Technology Partners3,626$769.6K
Wealthsource Partners, LLC3,746$701.7K
Desjardins Global Asset Management Inc.3,192$598.0K
Provence Wealth Management Group2,937$550.2K
Hobbs Group Advisors, LLC2,863$536.4K
Baystate Wealth Management LLC2,572$482.0K
StrategIQ Financial Group, LLC2,361$442.2K
Columbia Trust Co 010120162,277$426.6K
Golden State Equity Partners2,182$408.8K
Westwood Management Corp1,600$300.0K
Alan B. Lancz & Associates, Inc.1,300$243.5K
Spartan Planning & Wealth Management1,147$214.9K
Day & Ennis, LLC887$166.2K
Strategic Investment Solutions, Inc.583$109.2K
Coppell Advisory Solutions LLC209$39.2K
DB Wealth Management Group, LLC78$14.6K
Nalls Sherbakoff Group, LLC38$7.12K