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.
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
- 2,316
- +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
- 765 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 560,594 | $127.6M | 0.07% | +27,577+5.2% | Added |
| Los Angeles Capital Management LLC | 560,539 | $127.6M | 0.44% | +367,278+190.0% | Added |
| Stifel Financial Corp | 560,437 | $127.6M | 0.15% | +14,712+2.7% | Added |
| Rockefeller Capital Management L.P. | 551,785 | $125.6M | 0.37% | −58,474−9.6% | Reduced |
| First Manhattan Co | 549,044 | $125.0M | 0.41% | −9,581−1.7% | Reduced |
| HighTower Advisors, LLC | 544,475 | $124.0M | 0.20% | −6,758−1.2% | Reduced |
| Clark Capital Management Group, Inc. | 544,367 | $123.9M | 0.92% | +73,735+15.7% | Added |
| Squarepoint Ops LLC | 543,861 | $123.8M | 0.51% | +49,373+10.0% | Added |
| Adage Capital Partners GP, L.L.C. | 525,288 | $119.6M | 0.23% | −23,800−4.3% | Reduced |
| Parnassus Investments | 523,281 | $119.1M | 0.25% | −75,468−12.6% | Reduced |
| Brown Advisory Inc | 507,582 | $115.6M | 0.15% | −110,926−17.9% | Reduced |
| Allianz Asset Management GmbH | 506,837 | $115.4M | 0.19% | +55,455+12.3% | Added |
| M&G Plc | 504,340 | $115.0M | 0.69% | +504,340 | New |
| Thrivent Financial for Lutherans | 501,033 | $114.1M | 0.23% | −109,271−17.9% | Reduced |
| State Board of Administration of Florida Retirement System | 681,043 | $112.3M | 0.26% | +59,479+9.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 484,250 | $110.3M | 1.09% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 479,517 | $109.2M | 0.42% | −664−0.1% | Reduced |
| Focused Investors LLC | 471,600 | $107.4M | 3.36% | −27,400−5.5% | Reduced |
| Focused Investors Fund L P | 471,600 | $107.4M | 3.36% | +471,600 | New |
| SG Americas Securities, LLC | 470,655 | $107.2M | 0.55% | +355,468+308.6% | Added |
| Cacti Asset Management LLC | 428,186 | $102.0M | 8.37% | −9,490−2.2% | Reduced |
| Danske Bank A/S | 446,343 | $101.6M | 0.32% | +446,343 | New |
| US Bancorp | 446,003 | $101.6M | 0.14% | −5,185−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 445,035 | $101.3M | 0.09% | −31,521−6.6% | Reduced |
| Prudential Financial Inc | 442,660 | $100.8M | 0.14% | −347,259−44.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 439,933 | $100.2M | 0.23% | −31,576−6.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 432,690 | $98.5M | 0.35% | +243,690+128.9% | Added |
| Dodge & Cox | 428,616 | $97.6M | 0.06% | −5,481−1.3% | Reduced |
| Swedbank AB | 425,768 | $96.9M | 0.14% | −1,125−0.3% | Reduced |
| Citigroup Inc | 418,475 | $95.3M | 0.10% | +48,881+13.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 411,119 | $93.6M | 0.31% | +81,248+24.6% | Added |
| Ci Investments Inc. | 399,860 | $91.0M | 0.36% | −273,592−40.6% | Reduced |
| Crawford Investment Counsel Inc | 398,686 | $90.8M | 1.69% | −16,617−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 396,600 | $90.3M | 0.16% | +37,879+10.6% | Added |
| Heard Capital LLC | 395,235 | $90.0M | 5.65% | −55,744−12.4% | Reduced |
| Storebrand Asset Management AS | 390,927 | $89.0M | 0.30% | −13,740−3.4% | Reduced |
| Employees Retirement System of Texas | 388,000 | $88.3M | 0.96% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 376,812 | $85.8M | 0.62% | −2,715−0.7% | Reduced |
| Beck Mack & Oliver LLC | 370,330 | $84.3M | 1.71% | +21,559+6.2% | Added |
| AMF Pensionsforsakring AB | 369,741 | $84.2M | 0.64% | +18,510+5.3% | Added |
| Toronto Dominion Bank | 364,063 | $82.9M | 0.13% | −10,192−2.7% | Reduced |
| STRS Ohio | 363,301 | $82.7M | 0.33% | −8,869−2.4% | Reduced |
| Neuberger Berman Group LLC | 352,534 | $80.3M | 0.07% | +2,388+0.7% | Added |
| Equity Investment Corp | 346,419 | $78.9M | 1.97% | −144,522−29.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 344,944 | $78.5M | 0.07% | −97,834−22.1% | Reduced |
| Bowen Hanes & Co Inc | 344,310 | $78.4M | 2.24% | −1,951−0.6% | Reduced |
| HRT Financial LP | 344,104 | $78.3M | 0.48% | +314,215+1,051.3% | Added |
| Candriam Luxembourg S.C.A. | 343,617 | $78.2M | 0.50% | −26,664−7.2% | Reduced |
| Glenmede Trust Co NA | 339,558 | $77.3M | 0.39% | −6,258−1.8% | Reduced |
| Great Lakes Advisors, LLC | 339,401 | $77.3M | 0.66% | −4,522−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 337,718 | $76.9M | 0.23% | −19,967−5.6% | Reduced |
| Keybank National Association | 319,698 | $72.8M | 0.30% | +22,944+7.7% | Added |
| Asset Management One Co.,Ltd. | 317,842 | $72.4M | 0.28% | −18,647−5.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 312,830 | $71.2M | 0.18% | −8,114−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 307,751 | $70.1M | 0.25% | −13,050−4.1% | Reduced |
| Hosking Partners LLP | 306,401 | $69.8M | 2.57% | −952−0.3% | Reduced |
| Aviva PLC | 303,449 | $69.1M | 0.23% | +24,358+8.7% | Added |
| Robeco Institutional Asset Management B.V. | 301,361 | $68.6M | 0.15% | +155,292+106.3% | Added |
| SEI Investments Co | 300,315 | $68.4M | 0.10% | +25,051+9.1% | Added |
| Atalanta Sosnoff Capital, LLC | 298,062 | $67.9M | 1.57% | −320−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 297,905 | $67.8M | 0.27% | −308−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 296,223 | $67.4M | 0.84% | +13,549+4.8% | Added |
| Treasurer of the State of North Carolina | 295,675 | $67.3M | 0.30% | +12,324+4.3% | Added |
| Cambiar Investors LLC | 289,113 | $65.8M | 2.45% | −29,150−9.2% | Reduced |
| Commonwealth Equity Services, LLC | 284,962 | $64.9M | 0.11% | +19,060+7.2% | Added |
| Lord, Abbett & Co. LLC | 279,106 | $63.5M | 0.21% | +91,760+49.0% | Added |
| Fayez Sarofim & Co | 274,048 | $62.4M | 0.19% | +7,426+2.8% | Added |
| Southpoint Capital Advisors LP | 270,000 | $61.5M | 1.22% | +270,000 | New |
| CIBC World Markets Inc. | 267,144 | $60.8M | 0.16% | +72,074+36.9% | Added |
| Vaughan David Investments LLC | 264,495 | $60.2M | 1.50% | −843−0.3% | Reduced |
| State of Tennessee, Treasury Department | 263,790 | $60.1M | 0.22% | −71,061−21.2% | Reduced |
| Qube Research & Technologies Ltd | 260,344 | $59.3M | 0.11% | −228,962−46.8% | Reduced |
| Schwerin Boyle Capital Management Inc | 259,794 | $59.2M | 5.88% | −941−0.4% | Reduced |
| Voya Investment Management LLC | 256,210 | $58.3M | 0.06% | −418,986−62.1% | Reduced |
| Cornerstone Investment Partners, LLC | 253,698 | $57.8M | 2.82% | +676+0.3% | Added |
| CIBC World Markets Corp | 252,825 | $57.6M | 0.38% | +108,017+74.6% | Added |
| Susquehanna International Group, LLP | 251,515 | $57.3M | 0.09% | +5,828+2.4% | Added |
| Truist Financial Corp | 250,915 | $57.1M | 0.09% | −3,389−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 249,910 | $56.9M | 0.37% | +314+0.1% | Added |
| Public Sector Pension Investment Board | 249,117 | $56.7M | 0.41% | −171−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 240,729 | $54.8M | 0.20% | +2,578+1.1% | Added |
| Mn Services Vermogensbeheer B.V. | 235,712 | $53.7M | 0.39% | −62,400−20.9% | Reduced |
| Mairs & Power Inc | 234,619 | $53.4M | 0.52% | −6,961−2.9% | Reduced |
| Nomura Holdings Inc | 231,389 | $52.7M | 0.43% | −49,100−17.5% | Reduced |
| Royal London Asset Management Ltd | 230,699 | $52.5M | 0.13% | −4,514−1.9% | Reduced |
| Boston Trust Walden Corp | 229,509 | $52.3M | 0.37% | −8,450−3.6% | Reduced |
| Clarkston Capital Partners, LLC | 229,498 | $52.3M | 0.92% | −15,833−6.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 219,594 | $50.0M | 0.45% | −18,676−7.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 215,686 | $49.1M | 0.12% | +68,257+46.3% | Added |
| CIBC Private Wealth Group, LLC | 214,754 | $48.9M | 0.10% | −3,151−1.4% | Reduced |
| Calamos Advisors LLC | 213,484 | $48.6M | 0.24% | −77,941−26.7% | Reduced |
| Man Group plc | 210,575 | $47.9M | 0.13% | −91,258−30.2% | Reduced |
| Aquamarine Zurich AGSuperinvestorAquamarine | 210,000 | $47.8M | 18.25% | 00.0% | Unchanged |
| ProShare Advisors LLC | 208,250 | $47.4M | 0.13% | −48,185−18.8% | Reduced |
| Renaissance Technologies LLC | 207,993 | $47.4M | 0.07% | +207,993 | New |
| Northwestern Mutual Wealth Management Co | 206,996 | $47.1M | 0.05% | −3,166−1.5% | Reduced |
| Flossbach Von Storch AG | 205,226 | $46.7M | 0.20% | −3,949−1.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 204,899 | $46.6M | 1.04% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 203,766 | $46.4M | 0.57% | +177,177+666.4% | Added |
| Rafferty Asset Management, LLC | 201,149 | $45.8M | 0.17% | −2,918−1.4% | Reduced |