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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 681,043 | $112.3M | 0.26% | +59,479+9.6% | Added |
| Thrivent Financial for Lutherans | 501,033 | $114.1M | 0.23% | −109,271−17.9% | Reduced |
| M&G Plc | 504,340 | $115.0M | 0.69% | +504,340 | New |
| Allianz Asset Management GmbH | 506,837 | $115.4M | 0.19% | +55,455+12.3% | Added |
| Brown Advisory Inc | 507,582 | $115.6M | 0.15% | −110,926−17.9% | Reduced |
| Parnassus Investments | 523,281 | $119.1M | 0.25% | −75,468−12.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 525,288 | $119.6M | 0.23% | −23,800−4.3% | Reduced |
| Squarepoint Ops LLC | 543,861 | $123.8M | 0.51% | +49,373+10.0% | Added |
| Clark Capital Management Group, Inc. | 544,367 | $123.9M | 0.92% | +73,735+15.7% | Added |
| HighTower Advisors, LLC | 544,475 | $124.0M | 0.20% | −6,758−1.2% | Reduced |
| First Manhattan Co | 549,044 | $125.0M | 0.41% | −9,581−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 551,785 | $125.6M | 0.37% | −58,474−9.6% | Reduced |
| Stifel Financial Corp | 560,437 | $127.6M | 0.15% | +14,712+2.7% | Added |
| Los Angeles Capital Management LLC | 560,539 | $127.6M | 0.44% | +367,278+190.0% | Added |
| LPL Financial LLC | 560,594 | $127.6M | 0.07% | +27,577+5.2% | Added |
| Russell Investments Group, Ltd. | 562,546 | $128.1M | 0.20% | +33,915+6.4% | Added |
| State of Wisconsin Investment Board | 563,201 | $128.2M | 0.34% | −310,065−35.5% | Reduced |
| New York State Teachers Retirement System | 583,198 | $132.8M | 0.28% | −16,295−2.7% | Reduced |
| Victory Capital Management Inc | 588,031 | $133.9M | 0.13% | −105,227−15.2% | Reduced |
| Korea Investment CORP | 590,288 | $134.4M | 0.34% | −36,335−5.8% | Reduced |
| Gamco Investors, Inc. Et Al | 607,388 | $138.3M | 1.40% | −24,232−3.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 611,313 | $139.2M | 0.16% | +537,696+730.4% | Added |
| Douglas Lane & Associates, LLC | 616,314 | $140.3M | 1.98% | −16,008−2.5% | Reduced |
| Macquarie Group Ltd | 723,878 | $142.1M | 0.16% | +93,964+14.9% | Added |
| Principal Financial Group Inc | 638,928 | $145.5M | 0.09% | −5,191−0.8% | Reduced |
| Raymond James & Associates | 653,725 | $148.8M | 0.10% | +5,780+0.9% | Added |
| King Luther Capital Management Corp | 674,749 | $153.6M | 0.69% | −9,853−1.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 675,079 | $153.7M | 1.96% | +698+0.1% | Added |
| Canada Pension Plan Investment Board | 677,343 | $154.2M | 0.16% | −90,387−11.8% | Reduced |
| Envestnet Asset Management Inc | 703,140 | $160.1M | 0.06% | +5,053+0.7% | Added |
| Blair William & Co | 729,402 | $166.1M | 0.52% | +18,402+2.6% | Added |
| Gabelli Funds LLC | 751,300 | $171.1M | 1.26% | −48,750−6.1% | Reduced |
| Davis Selected Advisers | 766,345 | $174.5M | 0.98% | −137,146−15.2% | Reduced |
| Natixis Advisors, L.P. | 796,914 | $181.4M | 0.42% | +44,601+5.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 816,322 | $185.9M | 0.49% | +476,543+140.3% | Added |
| New York State Common Retirement Fund | 824,490 | $187.7M | 0.25% | −2,365−0.3% | Reduced |
| Millennium Management LLC | 828,216 | $188.6M | 0.16% | +559,108+207.8% | Added |
| Clearbridge Investments, LLC | 831,031 | $189.2M | 0.15% | −364,089−30.5% | Reduced |
| Troy Asset Management Ltd | 844,856 | $192.4M | 5.82% | −27,373−3.1% | Reduced |
| AXA S.A. | 867,796 | $197.6M | 0.59% | −5,529−0.6% | Reduced |
| Canoe Financial LP | 879,800 | $200.3M | 3.30% | −7,849−0.9% | Reduced |
| Waverton Investment Management Ltd | 890,675 | $202.8M | 4.21% | −5,879−0.7% | Reduced |
| Franklin Resources Inc | 898,053 | $204.5M | 0.06% | +35,960+4.2% | Added |
| Citadel Advisors LLC | 921,320 | $209.8M | 0.20% | +461,812+100.5% | Added |
| California State Teachers Retirement System | 952,694 | $216.9M | 0.27% | −45,844−4.6% | Reduced |
| Timucuan Asset Management Inc | 993,600 | $226.2M | 7.64% | +15,798+1.6% | Added |
| Jane Street Group, LLC | 994,795 | $226.5M | 0.29% | +824,460+484.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,019,004 | $232.0M | 0.32% | +98,800+10.7% | Added |
| National Pension Service | 1,022,225 | $232.8M | 0.28% | −592−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,026,341 | $233.7M | 0.29% | +369,533+56.3% | Added |
| California Public Employees Retirement System | 1,039,843 | $236.8M | 0.17% | −29,249−2.7% | Reduced |
| Bank of Montreal | 1,041,285 | $237.2M | 0.12% | −131,606−11.2% | Reduced |
| Epoch Investment Partners, Inc. | 1,046,904 | $238.4M | 1.06% | +87,331+9.1% | Added |
| Maj Invest Holding A/S | 1,089,992 | $248.2M | 6.73% | −131,901−10.8% | Reduced |
| First Trust Advisors LP | 1,099,227 | $250.3M | 0.25% | −9,979−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,102,605 | $251.1M | 0.17% | +55,286+5.3% | Added |
| CI Private Wealth, LLC | 1,114,710 | $253.8M | 0.45% | −63,377−5.4% | Reduced |
| Credit Suisse AG | 1,147,824 | $261.3M | 0.25% | −116,957−9.2% | Reduced |
| Rhumbline Advisers | 1,167,679 | $265.9M | 0.26% | −12,851−1.1% | Reduced |
| KBC Group NV | 1,171,109 | $266.6M | 0.85% | +437,639+59.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,196,935 | $272.5M | 0.92% | −64,106−5.1% | Reduced |
| Schroder Investment Management Group | 1,203,151 | $273.9M | 0.32% | +169,255+16.4% | Added |
| Standard Life Aberdeen plc | 1,237,315 | $281.7M | 0.55% | +45,304+3.8% | Added |
| American Century Companies Inc | 1,251,356 | $284.9M | 0.18% | −54,527−4.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,267,779 | $288.7M | 1.05% | +93,962+8.0% | Added |
| Pictet Asset Management Holding SA | 1,362,325 | $310.2M | 0.34% | −14,570−1.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,399,340 | $318.6M | 1.64% | −668,518−32.3% | Reduced |
| Wells Fargo & Company | 1,661,443 | $378.3M | 0.10% | +118,200+7.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,690,528 | $384.9M | 0.26% | −99,086−5.5% | Reduced |
| Sustainable Growth Advisers, LP | 1,709,268 | $389.2M | 1.63% | −60,031−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,736,133 | $395.3M | 0.51% | +536,100+44.7% | Added |
| Swiss National Bank | 1,745,979 | $397.5M | 0.28% | −211,500−10.8% | Reduced |
| Smead Capital Management, Inc. | 1,760,843 | $400.9M | 6.26% | +78,581+4.7% | Added |
| Royal Bank of Canada | 1,765,094 | $401.9M | 0.10% | −151,564−7.9% | Reduced |
| Nordea Investment Management AB | 1,798,742 | $408.5M | 0.48% | +224,079+14.2% | Added |
| Alliancebernstein L.P. | 1,867,233 | $425.2M | 0.15% | −1,608,112−46.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,904,823 | $433.7M | 3.85% | +1,904,823 | New |
| Deutsche Bank AG | 1,993,570 | $453.9M | 0.21% | −23,526−1.2% | Reduced |
| Amundi | 2,120,130 | $461.1M | 0.20% | +132,662+6.7% | Added |
| Boston Partners | 2,129,175 | $485.5M | 0.58% | +387,166+22.2% | Added |
| Ameriprise Financial Inc | 2,277,020 | $508.7M | 0.14% | −124,985−5.2% | Reduced |
| HSBC Holdings PLC | 2,365,299 | $538.5M | 0.38% | +383,345+19.3% | Added |
| TD Asset Management Inc | 2,595,370 | $590.9M | 0.55% | +195,876+8.2% | Added |
| First Eagle Investment Management, LLC | 2,604,950 | $593.1M | 1.35% | +3,740+0.1% | Added |
| UBS Group AG | 2,782,499 | $633.5M | 0.21% | +499,143+21.9% | Added |
| Dimensional Fund Advisors LP | 2,943,662 | $670.2M | 0.18% | −23,628−0.8% | Reduced |
| Longview Partners (Guernsey) LTD | 3,159,749 | $719.4M | 4.65% | −89,600−2.8% | Reduced |
| UBS Asset Management Americas Inc | 3,439,869 | $783.2M | 0.28% | −254,491−6.9% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 3,576,277 | $814.3M | 13.50% | +12,248+0.3% | Added |
| Barclays PLC | 3,680,266 | $838.0M | 0.38% | +993,594+37.0% | Added |
| Charles Schwab Investment Management Inc | 3,892,166 | $879.0M | 0.20% | +52,890+1.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,984,143 | $907.1M | 1.47% | −1,024,083−20.4% | Reduced |
| Lazard Asset Management LLC | 4,075,388 | $927.9M | 1.13% | −844,258−17.2% | Reduced |
| Goldman Sachs Group Inc | 4,106,480 | $935.0M | 0.20% | +288,923+7.6% | Added |
| Legal & General Group Plc | 4,112,230 | $936.3M | 0.27% | −98,161−2.3% | Reduced |
| Janus Henderson Group PLC | 4,163,073 | $947.9M | 0.52% | −68,526−1.6% | Reduced |
| Bank of New York Mellon Corp | 4,809,725 | $1.10B | 0.21% | −247,908−4.9% | Reduced |
| Artisan Partners Limited Partnership | 4,846,409 | $1.10B | 1.61% | −8,802−0.2% | Reduced |
| Invesco Ltd. | 5,555,687 | $1.26B | 0.27% | −384,778−6.5% | Reduced |
| Norges Bank | 5,959,833 | $1.36B | 0.21% | +20,115+0.3% | Added |