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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 98,303 | $22.4M | 1.41% | −713−0.7% | Reduced |
| Henshaw Capital LLC | 98,305 | $22.4M | 1.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 99,401 | $22.6M | 5.03% | −3,502−3.4% | Reduced |
| Coulter & Justus Financial Services, LLC | 99,401 | $22.6M | 5.03% | +99,401 | New |
| Xponance, Inc. | 99,508 | $22.7M | 0.24% | +3,670+3.8% | Added |
| Czech National Bank | 100,619 | $22.9M | 0.30% | −224−0.2% | Reduced |
| Utah Retirement Systems | 100,622 | $22.9M | 0.27% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 101,104 | $23.0M | 1.03% | −1,635−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 101,377 | $23.1M | 0.79% | −1,763−1.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 102,846 | $23.4M | 0.36% | +1,028+1.0% | Added |
| Paralel Advisors LLC | 105,000 | $23.9M | 1.10% | 00.0% | Unchanged |
| Quilter Plc | 105,071 | $23.9M | 0.57% | +105,071 | New |
| Two Sigma Investments, LP | 105,932 | $24.1M | 0.06% | −65,637−38.3% | Reduced |
| Capital Investment Advisors, LLC | 106,787 | $24.3M | 0.57% | −15,828−12.9% | Reduced |
| CIBC Asset Management Inc | 107,186 | $24.4M | 0.08% | −10,210−8.7% | Reduced |
| Thomasville National Bank | 108,579 | $24.7M | 2.03% | +3,524+3.4% | Added |
| Tweedy, Browne Co LLC | 109,209 | $24.9M | 1.17% | −687−0.6% | Reduced |
| Braun Stacey Associates Inc | 110,419 | $25.1M | 0.99% | −4,408−3.8% | Reduced |
| Factory Mutual Insurance Co | 112,100 | $25.5M | 0.29% | −3,800−3.3% | Reduced |
| Equitable Trust Co | 112,658 | $25.7M | 1.78% | −8,765−7.2% | Reduced |
| Smith Group Asset Management, LLC | 113,520 | $25.8M | 1.48% | +12,835+12.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 113,539 | $25.9M | 0.58% | +113,539 | New |
| Bank of Nova Scotia | 113,932 | $25.9M | 0.05% | −488,794−81.1% | Reduced |
| Maple Capital Management, Inc. | 115,541 | $26.3M | 2.39% | +2,637+2.3% | Added |
| Pathstone Holdings, LLC | 115,893 | $26.4M | 0.12% | +9,964+9.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 117,240 | $26.7M | 2.49% | −2,395−2.0% | Reduced |
| Chilton Capital Management LLC | 117,367 | $26.7M | 1.26% | −738−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 117,439 | $26.7M | 0.89% | −8,555−6.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 117,577 | $26.8M | 0.99% | −3,556−2.9% | Reduced |
| Texas Permanent School Fund | 118,181 | $26.9M | 0.21% | −658−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 119,808 | $27.1M | 0.13% | −1,300−1.1% | Reduced |
| Zurich Insurance Group Ltd | 120,702 | $27.5M | 0.25% | +120,702 | New |
| Amalgamated Bank | 121,508 | $27.7M | 0.24% | −21,824−15.2% | Reduced |
| IFM Investors Pty Ltd | 122,196 | $27.8M | 0.30% | −3,621−2.9% | Reduced |
| Franklin Street Advisors Inc | 122,548 | $27.9M | 2.06% | −11,731−8.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 125,539 | $28.6M | 0.20% | −534−0.4% | Reduced |
| USS Investment Management Ltd | 125,638 | $28.6M | 0.24% | +2,864+2.3% | Added |
| United Capital Financial Advisers, LLC | 126,108 | $28.7M | 0.24% | −2,773−2.2% | Reduced |
| Greatmark Investment Partners, Inc. | 126,369 | $28.8M | 4.09% | −1,186−0.9% | Reduced |
| Stewart & Patten Co LLC | 126,870 | $28.9M | 4.32% | −3,365−2.6% | Reduced |
| Mill Capital Management, LLC | 127,362 | $29.0M | 2.42% | −67−0.1% | Reduced |
| DnB Asset Management AS | 129,664 | $29.5M | 0.15% | −32,657−20.1% | Reduced |
| Edgar Lomax Co | 130,005 | $29.6M | 1.83% | −42,395−24.6% | Reduced |
| Mariner, LLC | 131,400 | $29.9M | 0.06% | +12,536+10.5% | Added |
| Destination Wealth Management | 131,597 | $30.0M | 1.00% | −2,601−1.9% | Reduced |
| Commerce Bank | 131,889 | $30.0M | 0.20% | −1,914−1.4% | Reduced |
| Bradley Foster & Sargent Inc | 133,111 | $30.3M | 0.55% | −2,590−1.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 133,415 | $30.4M | 2.54% | −1,704−1.3% | Reduced |
| JPB Foundation | 133,851 | $30.5M | 3.33% | 00.0% | Unchanged |
| National Bank of Canada | 126,900 | $30.7M | 0.05% | −706,049−84.8% | Reduced |
| Daiwa Securities Group Inc. | 135,838 | $30.9M | 0.17% | +355+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 168,981 | $32.2M | 0.07% | +15,561+10.1% | Added |
| Cerity Partners LLC | 140,929 | $32.2M | 0.08% | −274,767−66.1% | Reduced |
| Country Trust Bank | 141,853 | $32.3M | 0.84% | −21,095−12.9% | Reduced |
| MetLife Investment Management | 141,930 | $32.3M | 0.22% | −5,757−3.9% | Reduced |
| Regions Financial Corp | 142,178 | $32.4M | 0.25% | −4,842−3.3% | Reduced |
| Advisors Asset Management, Inc. | 144,947 | $33.0M | 0.63% | +446+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 145,100 | $33.0M | 0.68% | −439−0.3% | Reduced |
| Creative Planning | 145,475 | $33.1M | 0.04% | +7,215+5.2% | Added |
| Mediolanum International Funds Ltd | 145,682 | $33.2M | 0.54% | +145,682 | New |
| Captrust Financial Advisors | 146,077 | $33.3M | 0.12% | −37,896−20.6% | Reduced |
| Varma Mutual Pension Insurance Co | 146,100 | $33.3M | 0.29% | +146,100 | New |
| Huntington National Bank | 146,249 | $33.3M | 0.27% | −14,783−9.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 146,270 | $33.3M | 0.49% | −1,350−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 163,793 | $33.5M | 0.24% | −4,927−2.9% | Reduced |
| Baird Financial Group, Inc. | 151,058 | $34.4M | 0.07% | −21,951−12.7% | Reduced |
| Artemis Investment Management LLP | 152,025 | $34.6M | 0.45% | +152,025 | New |
| Williams Jones Wealth Management, LLC. | 152,255 | $34.7M | 0.44% | −816−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 154,441 | $35.2M | 0.07% | +758+0.5% | Added |
| State of Michigan Retirement System | 156,677 | $35.7M | 0.19% | −900−0.6% | Reduced |
| Comerica Bank | 156,911 | $35.7M | 0.15% | −6,699−4.1% | Reduced |
| Colony Group, LLC | 157,767 | $35.9M | 0.29% | +34,861+28.4% | Added |
| Parallax Volatility Advisers, L.P. | 157,882 | $35.9M | 1.02% | +46,311+41.5% | Added |
| Prana Capital Management, LP | 157,923 | $36.0M | 1.61% | +79,196+100.6% | Added |
| APG Asset Management N.V. | 173,599 | $36.6M | 0.06% | −1,700−1.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 160,792 | $36.6M | 3.90% | −900−0.6% | Reduced |
| Amussen Hunsaker Associates LLC | 162,167 | $37.0M | 6.71% | −2,259−1.4% | Reduced |
| Barr E S & Co | 162,608 | $37.0M | 2.41% | −7,562−4.4% | Reduced |
| Pinnacle Financial Partners Inc | 163,006 | $37.1M | 0.80% | +1,981+1.2% | Added |
| Cetera Investment Advisers | 164,861 | $37.5M | 0.09% | +113,249+219.4% | Added |
| Dundas Partners LLP | 166,000 | $37.8M | 2.98% | 00.0% | Unchanged |
| Pensioenfonds Rail & Ov | 166,757 | $38.0M | 2.76% | −102,363−38.0% | Reduced |
| Twin Tree Management, LP | 166,795 | $38.0M | 0.86% | +53,373+47.1% | Added |
| Arizona State Retirement System | 167,301 | $38.1M | 0.26% | −8,818−5.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 173,138 | $39.3M | 0.45% | +2,329+1.4% | Added |
| Cambridge Trust Co | 174,861 | $39.8M | 1.51% | +6,420+3.8% | Added |
| Forsta Ap-Fonden | 175,400 | $39.9M | 0.34% | +2,400+1.4% | Added |
| M&T Bank Corp | 176,209 | $40.1M | 0.14% | +21,971+14.2% | Added |
| Johnson Investment Counsel Inc | 177,018 | $40.3M | 0.44% | −12,320−6.5% | Reduced |
| Janney Montgomery Scott LLC | 177,563 | $40.4M | 0.12% | −744−0.4% | Reduced |
| ZWJ Investment Counsel Inc | 178,696 | $40.7M | 1.85% | −1,398−0.8% | Reduced |
| Heritage Investors Management Corp | 179,068 | $40.8M | 1.44% | −6,722−3.6% | Reduced |
| Zacks Investment Management | 180,745 | $41.2M | 0.44% | +14,477+8.7% | Added |
| Aureus Asset Management, LLC | 181,412 | $41.3M | 2.82% | −713−0.4% | Reduced |
| Fifth Third Bancorp | 183,442 | $41.8M | 0.16% | −18,914−9.3% | Reduced |
| Rheos Capital Works Inc. | 184,700 | $42.1M | 2.01% | +65,700+55.2% | Added |
| Roffman Miller Associates Inc | 185,808 | $42.3M | 2.83% | −6,450−3.4% | Reduced |
| American International Group, Inc. | 186,721 | $42.5M | 0.15% | −3,643−1.9% | Reduced |
| Todd Asset Management LLC | 187,589 | $42.7M | 0.87% | −14,980−7.4% | Reduced |
| Walleye Capital LLC | 187,808 | $42.8M | 0.47% | −4,038−2.1% | Reduced |