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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 107,186 | $24.4M | 0.08% | −10,210−8.7% | Reduced |
| Capital Investment Advisors, LLC | 106,787 | $24.3M | 0.57% | −15,828−12.9% | Reduced |
| Two Sigma Investments, LP | 105,932 | $24.1M | 0.06% | −65,637−38.3% | Reduced |
| Quilter Plc | 105,071 | $23.9M | 0.57% | +105,071 | New |
| Paralel Advisors LLC | 105,000 | $23.9M | 1.10% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 102,846 | $23.4M | 0.36% | +1,028+1.0% | Added |
| NorthCrest Asset Manangement, LLC | 101,377 | $23.1M | 0.79% | −1,763−1.7% | Reduced |
| Bragg Financial Advisors, Inc | 101,104 | $23.0M | 1.03% | −1,635−1.6% | Reduced |
| Utah Retirement Systems | 100,622 | $22.9M | 0.27% | 00.0% | Unchanged |
| Czech National Bank | 100,619 | $22.9M | 0.30% | −224−0.2% | Reduced |
| Xponance, Inc. | 99,508 | $22.7M | 0.24% | +3,670+3.8% | Added |
| 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 |
| Henshaw Capital LLC | 98,305 | $22.4M | 1.05% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 98,303 | $22.4M | 1.41% | −713−0.7% | Reduced |
| Klingenstein Fields & Co LP | 97,511 | $22.2M | 0.92% | −3,698−3.7% | Reduced |
| MML Investors Services, LLC | 97,075 | $22.1M | 0.09% | +2,060+2.2% | Added |
| Penserra Capital Management LLC | 97,031 | $22.1M | 0.28% | +90,999+1,508.6% | Added |
| Steward Partners Investment Advisory, LLC | 96,794 | $22.0M | 0.24% | −4,003−4.0% | Reduced |
| Investment House LLC | 96,774 | $22.0M | 1.30% | +5,824+6.4% | Added |
| 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 |
| Chesley Taft & Associates LLC | 94,555 | $21.5M | 1.10% | −160−0.2% | Reduced |
| United Services Automobile Association | 94,538 | $21.5M | 0.53% | −21,853−18.8% | Reduced |
| Fiduciary Trust Co | 90,914 | $20.7M | 0.32% | +1,483+1.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 90,563 | $20.6M | 0.23% | −7,600−7.7% | Reduced |
| Trexquant Investment LP | 90,539 | $20.6M | 0.41% | +90,539 | New |
| Clifford Capital Partners LLC | 89,324 | $20.3M | 5.17% | +2,383+2.7% | Added |
| Welch & Forbes LLC | 89,063 | $20.3M | 0.28% | −827−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 88,161 | $20.1M | 0.08% | +9,071+11.5% | Added |
| New York Life Investment Management LLC | 87,262 | $19.9M | 0.20% | −3,491−3.8% | Reduced |
| UniSuper Management Pty Ltd | 87,147 | $19.8M | 0.19% | +82,153+1,645.0% | Added |
| Citizens Financial Group Inc | 84,089 | $19.1M | 0.64% | −3,024−3.5% | Reduced |
| LVM Capital Management Ltd | 83,939 | $19.1M | 2.26% | +1,465+1.8% | Added |
| HM Payson & Co | 83,459 | $19.0M | 0.35% | −279−0.3% | Reduced |
| Cresset Asset Management, LLC | 83,335 | $19.0M | 0.09% | +9,992+13.6% | Added |
| Public Employees Retirement Association of Colorado | 83,130 | $18.9M | 0.08% | −10,580−11.3% | Reduced |
| AQR Capital Management LLC | 83,261 | $18.9M | 0.03% | −125,317−60.1% | Reduced |
| Yousif Capital Management, LLC | 82,695 | $18.8M | 0.21% | −2,305−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 82,389 | $18.8M | 0.21% | +17,033+26.1% | Added |
| Voloridge Investment Management, LLC | 82,133 | $18.7M | 0.07% | +82,133 | New |
| Baxter Bros Inc | 81,297 | $18.5M | 2.37% | +162+0.2% | Added |
| CBOE Vest Financial, LLC | 81,182 | $18.5M | 0.49% | +11,430+16.4% | Added |
| Founders Capital Management, LLC | 80,468 | $18.3M | 3.39% | −1,557−1.9% | Reduced |
| Abner Herrman & Brock LLC | 80,334 | $18.3M | 2.28% | −1,510−1.8% | Reduced |
| Great West Life Assurance Co | 78,100 | $17.8M | 0.04% | −1,755−2.2% | Reduced |
| Abn Amro Investment Solutions | 76,738 | $17.5M | 0.30% | −32,399−29.7% | Reduced |
| Mutual of America Capital Management LLC | 74,976 | $17.1M | 0.18% | −2,103−2.7% | Reduced |
| Holowesko Partners Ltd. | 74,200 | $16.9M | 6.91% | 00.0% | Unchanged |
| Gradient Investments LLC | 74,182 | $16.9M | 0.39% | −23,933−24.4% | Reduced |
| Marco Investment Management LLC | 74,134 | $16.9M | 1.59% | +150+0.2% | Added |
| Swiss Life Asset Management Ltd | 74,098 | $16.9M | 0.23% | −76,773−50.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 72,798 | $16.6M | 0.38% | +3,530+5.1% | Added |
| Whittier Trust Co | 71,961 | $16.4M | 0.24% | −2,098−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 71,847 | $16.4M | 0.31% | −2,842−3.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 71,683 | $16.3M | 0.18% | +9,975+16.2% | Added |
| Banco Santander, S.A. | 71,494 | $16.3M | 0.20% | +964+1.4% | Added |
| Drexel Morgan & Co. | 70,918 | $16.1M | 3.32% | 00.0% | Unchanged |
| Lido Advisors, LLC | 70,488 | $16.0M | 0.14% | +3,266+4.9% | Added |
| State of Alaska, Department of Revenue | 70,396 | $16.0M | 0.18% | −3,240−4.4% | Reduced |
| QRG Capital Management, Inc. | 69,887 | $15.9M | 0.20% | +4,627+7.1% | Added |
| British Columbia Investment Management Corp | 69,840 | $15.9M | 0.11% | −2,218−3.1% | Reduced |
| Kempen Capital Management N.V. | 69,755 | $15.9M | 0.20% | −3,359−4.6% | Reduced |
| Parthenon LLC | 69,554 | $15.8M | 2.01% | −120−0.2% | Reduced |
| Ethic Inc. | 69,362 | $15.8M | 0.40% | +3,152+4.8% | Added |
| Prudential PLC | 69,316 | $15.8M | 0.13% | +23,224+50.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 72,128 | $15.7M | 3.02% | −112−0.2% | Reduced |
| Nissay Asset Management Corp | 68,242 | $15.5M | 0.11% | −3,400−4.7% | Reduced |
| La Banque Postale Asset Management SA | 68,040 | $15.5M | 0.62% | +17,200+33.8% | Added |
| Castleark Management LLC | 67,975 | $15.5M | 0.64% | +65,300+2,441.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 67,657 | $15.4M | 1.23% | +54,023+396.2% | Added |
| Cullinan Associates Inc | 67,649 | $15.4M | 0.86% | −42,438−38.5% | Reduced |
| Willis Investment Counsel | 67,416 | $15.3M | 1.06% | +475+0.7% | Added |
| Private Management Group Inc | 67,055 | $15.3M | 0.58% | −60,522−47.4% | Reduced |
| Hancock Whitney Corp | 67,018 | $15.3M | 0.53% | +3,546+5.6% | Added |
| Eagle Global Advisors LLC | 66,247 | $15.1M | 0.85% | −228−0.3% | Reduced |
| MAI Capital Management | 66,040 | $15.0M | 0.16% | +26,783+68.2% | Added |
| Wesleyan Assurance Society | 65,900 | $15.0M | 1.33% | −3,900−5.6% | Reduced |
| Taurus Asset Management, LLC | 65,709 | $15.0M | 1.52% | −775−1.2% | Reduced |
| GM Advisory Group, Inc. | 65,463 | $14.9M | 1.05% | +230.0% | Added |
| Hamilton Point Investment Advisors, LLC | 65,358 | $14.9M | 2.91% | −1,738−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 65,201 | $14.8M | 0.36% | −31,252−32.4% | Reduced |
| Torray LLC | 65,025 | $14.8M | 2.22% | −9,176−12.4% | 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 |
| Shayne & Co., LLC | 64,302 | $14.6M | 3.98% | −320−0.5% | Reduced |
| Holocene Advisors, LP | 63,794 | $14.5M | 0.05% | −1,154,919−94.8% | Reduced |
| Diversified Trust Co | 61,825 | $14.1M | 0.42% | −9,419−13.2% | Reduced |
| Brookstone Capital Management | 61,698 | $14.0M | 0.25% | +6,756+12.3% | Added |
| Silvercrest Asset Management Group LLC | 61,694 | $14.0M | 0.10% | +4,608+8.1% | Added |
| Sprucegrove Investment Management Ltd | 61,597 | $14.0M | 0.57% | +5,700+10.2% | Added |
| Assetmark, Inc | 61,562 | $14.0M | 0.05% | +8,995+17.1% | Added |
| GWM Advisors LLC | 61,508 | $14.0M | 0.12% | +6,938+12.7% | Added |
| Choate Investment Advisors | 61,036 | $13.9M | 0.37% | +157+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 60,390 | $13.8M | 0.19% | +6,830+12.8% | Added |
| JustInvest LLC | 60,149 | $13.7M | 0.29% | +5,510+10.1% | Added |
| Foyston, Gordon, & Payne Inc | 60,120 | $13.7M | 3.30% | −2,070−3.3% | Reduced |
| Mackenzie Financial Corp | 60,094 | $13.7M | 0.02% | +3,356+5.9% | Added |
| TD Waterhouse Canada Inc. | 58,451 | $13.6M | 0.10% | +58,451 | New |
| Matthew Goff Investment Advisor, LLC | 59,597 | $13.6M | 2.75% | +496+0.8% | Added |