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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 59,223 | $13.5M | 1.32% | −9,778−14.2% | Reduced |
| Kestra Advisory Services, LLC | 59,207 | $13.5M | 0.09% | +5,764+10.8% | Added |
| Vontobel Holding Ltd. | 58,992 | $13.4M | 0.11% | −7,764−11.6% | Reduced |
| Davenport & Co LLC | 58,938 | $13.4M | 0.08% | +1,847+3.2% | Added |
| Wealthfront Advisers LLC | 58,866 | $13.4M | 0.05% | +1,651+2.9% | Added |
| GHP Investment Advisors, Inc. | 58,670 | $13.4M | 0.66% | −473−0.8% | Reduced |
| Seizert Capital Partners, LLC | 58,387 | $13.3M | 0.61% | +334+0.6% | Added |
| Peapack Gladstone Financial Corp | 58,143 | $13.2M | 0.21% | +899+1.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 58,140 | $13.2M | 0.30% | −6,052−9.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 58,069 | $13.2M | 0.96% | +20,217+53.4% | Added |
| Galvin, Gaustad & Stein, LLC | 58,008 | $13.2M | 1.22% | +56,687+4,291.2% | Added |
| Ofi Invest Asset Management | 62,464 | $13.2M | 0.36% | +4,946+8.6% | Added |
| Northwest & Ethical Investments L.P. | 57,825 | $13.2M | 0.38% | −3,381−5.5% | Reduced |
| Rice Partnership, LLC | 57,522 | $13.1M | 3.09% | −124−0.2% | Reduced |
| Carret Asset Management, LLC | 57,519 | $13.1M | 1.54% | −605−1.0% | Reduced |
| Tocqueville Asset Management L.P. | 57,202 | $13.0M | 0.21% | +487+0.9% | Added |
| Griffin Asset Management, Inc. | 57,135 | $13.0M | 1.55% | −908−1.6% | Reduced |
| Meitav Dash Investments Ltd | 55,684 | $12.7M | 0.25% | +5,559+11.1% | Added |
| HB Wealth Management, LLC | 55,491 | $12.6M | 0.16% | +1,919+3.6% | Added |
| Marsico Capital Management LLC | 54,925 | $12.5M | 0.41% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 54,662 | $12.4M | 0.38% | −2,285−4.0% | Reduced |
| Atria Wealth Solutions, Inc. | 54,573 | $12.4M | 0.14% | +3,361+6.6% | Added |
| PGGM Investments | 54,448 | $12.4M | 0.18% | +19,801+57.2% | Added |
| Private Advisor Group, LLC | 54,373 | $12.4M | 0.09% | +1,432+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 54,318 | $12.4M | 0.14% | +13,520+33.1% | Added |
| Boston Common Asset Management, LLC | 54,040 | $12.3M | 0.29% | −47,816−46.9% | Reduced |
| 2Xideas AG | 53,780 | $12.2M | 1.50% | −18,893−26.0% | Reduced |
| PEAK6 Investments LLC | 53,497 | $12.2M | 0.59% | +44,095+469.0% | Added |
| Polar Capital Holdings Plc | 53,438 | $12.2M | 0.07% | −421−0.8% | Reduced |
| Argent Trust Co | 53,435 | $12.2M | 0.55% | +2,748+5.4% | Added |
| Elo Mutual Pension Insurance Co | 53,269 | $12.1M | 0.28% | −1,384−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 52,723 | $12.0M | 0.02% | −1,566−2.9% | Reduced |
| Sandy Spring Bank | 52,600 | $12.0M | 0.55% | −2,777−5.0% | Reduced |
| GDS Wealth Management | 52,529 | $12.0M | 1.40% | +5,460+11.6% | Added |
| Anchor Capital Advisors LLC | 52,508 | $12.0M | 0.31% | −9,282−15.0% | Reduced |
| Atria Investments LLC | 52,317 | $11.9M | 0.16% | +3,086+6.3% | Added |
| Eagle Rock Investment Company, LLC | 52,103 | $11.9M | 2.20% | −2,306−4.2% | Reduced |
| Calamos Wealth Management LLC | 51,816 | $11.8M | 0.67% | −10,090−16.3% | Reduced |
| Hi-Line Capital Management, LLC | 51,349 | $11.7M | 4.15% | +705+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 51,206 | $11.7M | 1.40% | +12,679+32.9% | Added |
| Grimes & Company, Inc. | 51,160 | $11.6M | 0.36% | +567+1.1% | Added |
| Oppenheimer & Co Inc | 50,875 | $11.6M | 0.19% | +3,750+8.0% | Added |
| Andra AP-fonden | 50,848 | $11.6M | 0.21% | +50,848 | New |
| Perennial Advisors, LLC | 50,684 | $11.5M | 2.69% | −1,164−2.2% | Reduced |
| Redwood Grove Capital, LLC | 50,659 | $11.5M | 3.59% | −5,670−10.1% | Reduced |
| Chemistry Wealth Management LLC | 50,547 | $11.5M | 3.10% | +28,298+127.2% | Added |
| Kiltearn Partners LLP | 50,523 | $11.5M | 1.06% | −64,600−56.1% | Reduced |
| Sky Investment Group LLC | 50,094 | $11.4M | 2.19% | −555−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 49,568 | $11.3M | 0.28% | −2,324−4.5% | Reduced |
| Van Eck Associates Corp | 49,274 | $11.2M | 0.02% | −3,837−7.2% | Reduced |
| Two Sigma Securities, LLC | 49,095 | $11.2M | 0.54% | +24,615+100.6% | Added |
| Oregon Public Employees Retirement Fund | 48,919 | $11.1M | 0.22% | +4,003+8.9% | Added |
| Stanley Capital Management, LLC | 48,830 | $11.1M | 2.76% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 48,450 | $11.0M | 1.25% | −270−0.6% | Reduced |
| Federated Hermes, Inc. | 47,694 | $10.9M | 0.03% | −4,187−8.1% | Reduced |
| Banyan Capital Management, Inc. | 47,550 | $10.8M | 6.14% | −15,569−24.7% | Reduced |
| Neville Rodie & Shaw Inc | 46,947 | $10.7M | 0.82% | −550−1.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 46,720 | $10.6M | 3.20% | −206−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 45,824 | $10.4M | 0.16% | 00.0% | Unchanged |
| Sienna Gestion | 45,491 | $10.4M | 0.95% | +45,491 | New |
| Martin Investment Management, LLC | 45,433 | $10.3M | 2.54% | −601−1.3% | Reduced |
| Financial Avengers, Inc. | 44,756 | $10.2M | 5.41% | +514+1.2% | Added |
| Umb Bank N A | 43,929 | $10.0M | 0.16% | −118,934−73.0% | Reduced |
| Kinneret Advisory, LLC | 43,659 | $9.94M | 0.99% | −136−0.3% | Reduced |
| Kentucky Retirement Systems | 43,429 | $9.89M | 0.30% | −2,634−5.7% | Reduced |
| Maryland State Retirement & Pension System | 45,548 | $9.87M | 0.20% | +386+0.9% | Added |
| Greystone Financial Group, LLC | 43,213 | $9.84M | 1.96% | −218−0.5% | Reduced |
| Amica Mutual Insurance Co | 43,108 | $9.81M | 1.00% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 42,867 | $9.76M | 1.23% | −233−0.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 42,810 | $9.75M | 0.46% | −6,510−13.2% | Reduced |
| Laffer Tengler Investments | 42,708 | $9.72M | 2.51% | +1,822+4.5% | Added |
| M. Kulyk & Associates, LLC | 42,674 | $9.72M | 2.25% | +24,504+134.9% | Added |
| NFC Investments, LLC | 42,617 | $9.70M | 2.79% | +40+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 42,480 | $9.67M | 0.41% | −11,060−20.7% | Reduced |
| Connors Investor Services Inc | 42,287 | $9.63M | 1.02% | −42,378−50.1% | Reduced |
| Jennison Associates LLC | 42,195 | $9.61M | 0.01% | −16,922−28.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 42,057 | $9.58M | 0.18% | +11,349+37.0% | Added |
| Chemung Canal Trust Co | 41,970 | $9.56M | 1.84% | −2,827−6.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 41,815 | $9.52M | 0.32% | +4,823+13.0% | Added |
| Family Capital Trust Co | 41,595 | $9.47M | 3.25% | −1,759−4.1% | Reduced |
| Bell Asset Management Ltd | 41,539 | $9.46M | 1.39% | −19,175−31.6% | Reduced |
| Searle & Co. | 41,357 | $9.42M | 2.40% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 41,340 | $9.41M | 0.07% | −802−1.9% | Reduced |
| WoodTrust Financial Corp | 41,232 | $9.39M | 1.49% | −663−1.6% | Reduced |
| ING Groep NV | 41,005 | $9.34M | 0.06% | −434−1.0% | Reduced |
| Mirova | 40,997 | $9.33M | 1.65% | +10,354+33.8% | Added |
| Ironwood Investment Counsel, LLC | 40,906 | $9.31M | 1.64% | +120.0% | Added |
| Jacobs & Co | 40,483 | $9.22M | 0.98% | −325−0.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 40,079 | $9.13M | 7.38% | +4,146+11.5% | Added |
| Shelter Mutual Insurance Co | 39,885 | $9.08M | 2.34% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 39,644 | $9.03M | 1.54% | −363−0.9% | Reduced |
| Bessemer Group Inc | 39,494 | $8.99M | 0.02% | +8,204+26.2% | Added |
| Kestra Private Wealth Services, LLC | 39,062 | $8.89M | 0.20% | +1,774+4.8% | Added |
| Pacer Advisors, Inc. | 38,800 | $8.83M | 0.02% | +929+2.5% | Added |
| Stansberry Asset Management, LLC | 38,354 | $8.73M | 1.18% | −10,911−22.1% | Reduced |
| Exchange Traded Concepts, LLC | 38,123 | $8.68M | 0.22% | −4,216−10.0% | Reduced |
| Credit Agricole S A | 39,810 | $8.66M | 0.15% | +17,977+82.3% | Added |
| Whittier Trust Co of Nevada Inc | 37,857 | $8.62M | 0.25% | +1,291+3.5% | Added |
| Schonfeld Strategic Advisors LLC | 37,816 | $8.61M | 0.07% | −10,414−21.6% | Reduced |
| Headinvest, LLC | 37,711 | $8.59M | 1.68% | −732−1.9% | Reduced |