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; 3,021 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, 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
- 251
- 764 more added
- Sold out
- 98
- 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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, 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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 57,519 | $13.1M | 1.54% | −605−1.0% | Reduced |
| Rice Partnership, LLC | 57,522 | $13.1M | 3.09% | −124−0.2% | Reduced |
| Northwest & Ethical Investments L.P. | 57,825 | $13.2M | 0.38% | −3,381−5.5% | Reduced |
| Ofi Invest Asset Management | 62,464 | $13.2M | 0.36% | +4,946+8.6% | Added |
| Galvin, Gaustad & Stein, LLC | 58,008 | $13.2M | 1.22% | +56,687+4,291.2% | Added |
| Knights of Columbus Asset Advisors LLC | 58,069 | $13.2M | 0.96% | +20,217+53.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 58,140 | $13.2M | 0.30% | −6,052−9.4% | Reduced |
| Peapack Gladstone Financial Corp | 58,143 | $13.2M | 0.21% | +899+1.6% | Added |
| Seizert Capital Partners, LLC | 58,387 | $13.3M | 0.61% | +334+0.6% | Added |
| GHP Investment Advisors, Inc. | 58,670 | $13.4M | 0.66% | −473−0.8% | Reduced |
| Wealthfront Advisers LLC | 58,866 | $13.4M | 0.05% | +1,651+2.9% | Added |
| Davenport & Co LLC | 58,938 | $13.4M | 0.08% | +1,847+3.2% | Added |
| Vontobel Holding Ltd. | 58,992 | $13.4M | 0.11% | −7,764−11.6% | Reduced |
| Kestra Advisory Services, LLC | 59,207 | $13.5M | 0.09% | +5,764+10.8% | Added |
| Narwhal Capital Management | 59,223 | $13.5M | 1.32% | −9,778−14.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 59,597 | $13.6M | 2.75% | +496+0.8% | Added |
| TD Waterhouse Canada Inc. | 58,451 | $13.6M | 0.10% | +58,451 | New |
| Mackenzie Financial Corp | 60,094 | $13.7M | 0.02% | +3,356+5.9% | Added |
| Foyston, Gordon, & Payne Inc | 60,120 | $13.7M | 3.30% | −2,070−3.3% | Reduced |
| JustInvest LLC | 60,149 | $13.7M | 0.29% | +5,510+10.1% | Added |
| Prime Capital Investment Advisors, LLC | 60,390 | $13.8M | 0.19% | +6,830+12.8% | Added |
| Choate Investment Advisors | 61,036 | $13.9M | 0.37% | +157+0.3% | Added |
| GWM Advisors LLC | 61,508 | $14.0M | 0.12% | +6,938+12.7% | Added |
| Assetmark, Inc | 61,562 | $14.0M | 0.05% | +8,995+17.1% | Added |
| Sprucegrove Investment Management Ltd | 61,597 | $14.0M | 0.57% | +5,700+10.2% | Added |
| Silvercrest Asset Management Group LLC | 61,694 | $14.0M | 0.10% | +4,608+8.1% | Added |
| Brookstone Capital Management | 61,698 | $14.0M | 0.25% | +6,756+12.3% | Added |
| Diversified Trust Co | 61,825 | $14.1M | 0.42% | −9,419−13.2% | Reduced |
| Holocene Advisors, LP | 63,794 | $14.5M | 0.05% | −1,154,919−94.8% | Reduced |
| Shayne & Co., LLC | 64,302 | $14.6M | 3.98% | −320−0.5% | Reduced |
| Payden & Rygel | 65,000 | $14.8M | 1.01% | +300+0.5% | Added |
| Payden & Rygel Investment Group | 65,000 | $14.8M | 1.01% | +65,000 | New |
| Torray LLC | 65,025 | $14.8M | 2.22% | −9,176−12.4% | Reduced |
| Tower Research Capital LLC (TRC) | 65,201 | $14.8M | 0.36% | −31,252−32.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 65,358 | $14.9M | 2.91% | −1,738−2.6% | Reduced |
| GM Advisory Group, Inc. | 65,463 | $14.9M | 1.05% | +230.0% | Added |
| Taurus Asset Management, LLC | 65,709 | $15.0M | 1.52% | −775−1.2% | Reduced |
| Wesleyan Assurance Society | 65,900 | $15.0M | 1.33% | −3,900−5.6% | Reduced |
| MAI Capital Management | 66,040 | $15.0M | 0.16% | +26,783+68.2% | Added |
| Eagle Global Advisors LLC | 66,247 | $15.1M | 0.85% | −228−0.3% | Reduced |
| Hancock Whitney Corp | 67,018 | $15.3M | 0.53% | +3,546+5.6% | Added |
| Private Management Group Inc | 67,055 | $15.3M | 0.58% | −60,522−47.4% | Reduced |
| Willis Investment Counsel | 67,416 | $15.3M | 1.06% | +475+0.7% | Added |
| Cullinan Associates Inc | 67,649 | $15.4M | 0.86% | −42,438−38.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 67,657 | $15.4M | 1.23% | +54,023+396.2% | Added |
| Castleark Management LLC | 67,975 | $15.5M | 0.64% | +65,300+2,441.1% | Added |
| La Banque Postale Asset Management SA | 68,040 | $15.5M | 0.62% | +17,200+33.8% | Added |
| Nissay Asset Management Corp | 68,242 | $15.5M | 0.11% | −3,400−4.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 72,128 | $15.7M | 3.02% | −112−0.2% | Reduced |
| Prudential PLC | 69,316 | $15.8M | 0.13% | +23,224+50.4% | Added |
| Ethic Inc. | 69,362 | $15.8M | 0.40% | +3,152+4.8% | Added |
| Parthenon LLC | 69,554 | $15.8M | 2.01% | −120−0.2% | Reduced |
| Kempen Capital Management N.V. | 69,755 | $15.9M | 0.20% | −3,359−4.6% | Reduced |
| British Columbia Investment Management Corp | 69,840 | $15.9M | 0.11% | −2,218−3.1% | Reduced |
| QRG Capital Management, Inc. | 69,887 | $15.9M | 0.20% | +4,627+7.1% | Added |
| State of Alaska, Department of Revenue | 70,396 | $16.0M | 0.18% | −3,240−4.4% | Reduced |
| Lido Advisors, LLC | 70,488 | $16.0M | 0.14% | +3,266+4.9% | Added |
| Drexel Morgan & Co. | 70,918 | $16.1M | 3.32% | 00.0% | Unchanged |
| Banco Santander, S.A. | 71,494 | $16.3M | 0.20% | +964+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 71,683 | $16.3M | 0.18% | +9,975+16.2% | Added |
| Crossmark Global Holdings, Inc. | 71,847 | $16.4M | 0.31% | −2,842−3.8% | Reduced |
| Whittier Trust Co | 71,961 | $16.4M | 0.24% | −2,098−2.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 72,798 | $16.6M | 0.38% | +3,530+5.1% | Added |
| Swiss Life Asset Management Ltd | 74,098 | $16.9M | 0.23% | −76,773−50.9% | Reduced |
| Marco Investment Management LLC | 74,134 | $16.9M | 1.59% | +150+0.2% | Added |
| Gradient Investments LLC | 74,182 | $16.9M | 0.39% | −23,933−24.4% | Reduced |
| Holowesko Partners Ltd. | 74,200 | $16.9M | 6.91% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 74,976 | $17.1M | 0.18% | −2,103−2.7% | Reduced |
| Abn Amro Investment Solutions | 76,738 | $17.5M | 0.30% | −32,399−29.7% | Reduced |
| Great West Life Assurance Co | 78,100 | $17.8M | 0.04% | −1,755−2.2% | Reduced |
| Abner Herrman & Brock LLC | 80,334 | $18.3M | 2.28% | −1,510−1.8% | Reduced |
| Founders Capital Management, LLC | 80,468 | $18.3M | 3.39% | −1,557−1.9% | Reduced |
| CBOE Vest Financial, LLC | 81,182 | $18.5M | 0.49% | +11,430+16.4% | Added |
| Baxter Bros Inc | 81,297 | $18.5M | 2.37% | +162+0.2% | Added |
| Voloridge Investment Management, LLC | 82,133 | $18.7M | 0.07% | +82,133 | New |
| Beacon Pointe Advisors, LLC | 82,389 | $18.8M | 0.21% | +17,033+26.1% | Added |
| Yousif Capital Management, LLC | 82,695 | $18.8M | 0.21% | −2,305−2.7% | Reduced |
| AQR Capital Management LLC | 83,261 | $18.9M | 0.03% | −125,317−60.1% | Reduced |
| Public Employees Retirement Association of Colorado | 83,130 | $18.9M | 0.08% | −10,580−11.3% | Reduced |
| Cresset Asset Management, LLC | 83,335 | $19.0M | 0.09% | +9,992+13.6% | Added |
| HM Payson & Co | 83,459 | $19.0M | 0.35% | −279−0.3% | Reduced |
| LVM Capital Management Ltd | 83,939 | $19.1M | 2.26% | +1,465+1.8% | Added |
| Citizens Financial Group Inc | 84,089 | $19.1M | 0.64% | −3,024−3.5% | Reduced |
| UniSuper Management Pty Ltd | 87,147 | $19.8M | 0.19% | +82,153+1,645.0% | Added |
| New York Life Investment Management LLC | 87,262 | $19.9M | 0.20% | −3,491−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 88,161 | $20.1M | 0.08% | +9,071+11.5% | Added |
| Welch & Forbes LLC | 89,063 | $20.3M | 0.28% | −827−0.9% | Reduced |
| Clifford Capital Partners LLC | 89,324 | $20.3M | 5.17% | +2,383+2.7% | Added |
| Trexquant Investment LP | 90,539 | $20.6M | 0.41% | +90,539 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 90,563 | $20.6M | 0.23% | −7,600−7.7% | Reduced |
| Fiduciary Trust Co | 90,914 | $20.7M | 0.32% | +1,483+1.7% | Added |
| United Services Automobile Association | 94,538 | $21.5M | 0.53% | −21,853−18.8% | Reduced |
| Chesley Taft & Associates LLC | 94,555 | $21.5M | 1.10% | −160−0.2% | Reduced |
| Brinker Capital Investments, LLC | 95,550 | $21.8M | 0.23% | −5,790−5.7% | Reduced |
| Orion Portfolio Solutions, LLC | 95,550 | $21.8M | 0.23% | −5,790−5.7% | Reduced |
| Investment House LLC | 96,774 | $22.0M | 1.30% | +5,824+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 96,794 | $22.0M | 0.24% | −4,003−4.0% | Reduced |
| Penserra Capital Management LLC | 97,031 | $22.1M | 0.28% | +90,999+1,508.6% | Added |
| MML Investors Services, LLC | 97,075 | $22.1M | 0.09% | +2,060+2.2% | Added |
| Klingenstein Fields & Co LP | 97,511 | $22.2M | 0.92% | −3,698−3.7% | Reduced |