Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2024 vs. Q1 2024

How the institutions holding American Express Co changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of AXP: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2,316322,349+65
Shares613.4M2.50M603.7M−7.19M (−1.2%)
Value$139.5B$570.2M$139.8B+$833.6M (+0.6%)

32 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (171)

Institutions that held American Express Co at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 171 by value.

Institutions new to AXP in Q2 2024
InstitutionSharesValue% of portfolio
Capital World Investors3,626,219$839.7M0.14%
Capital Research Global Investors686,044$158.9M0.03%
Clear Street LLC425,000$98.4M2.35%
GFI Investment Counsel Ltd.179,399$41.5M5.43%
Corebridge Financial, Inc.169,810$39.3M0.22%
Marex Group plc143,079$33.1M0.89%
Quadrature Capital Ltd142,484$33.0M0.55%
Sanctuary Advisors, LLC115,293$27.2M0.20%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)94,663$21.9M0.25%
Mirae Asset Global ETFs Holdings Ltd.88,299$20.4M0.05%
Point72 Asset Management, L.P.74,742$17.3M0.06%
Optiver Holding B.V.63,800$14.8M0.28%
Capital Fund Management S.A.55,911$12.9M0.15%
Mizuho Securities USA LLC43,814$10.1M0.22%
MBB Public Markets I LLC40,388$9.35M0.19%
Strategic Wealth Designers38,155$8.92M1.13%
Strategic Financial Concepts, LLC85,396$7.42M0.03%
FORA Capital, LLC31,639$7.33M0.89%
Point72 (DIFC) Ltd31,441$7.28M0.65%
Fiera Capital Corp29,561$6.84M0.02%
F/M Investments LLC28,457$6.59M0.24%
Omers Administration Corp21,839$5.06M0.05%
L1 Capital International Pty Ltd21,292$4.98M1.99%
Interval Partners, LP21,294$4.93M0.14%
NWK Group, Inc.20,575$4.76M2.00%
BDF-Gestion19,515$4.52M0.43%
Quantitative Investment Management, LLC18,295$4.24M0.46%
CenterBook Partners LP15,821$3.66M0.23%
Diversify Wealth Management, LLC15,562$3.52M0.44%
Kerusso Capital Management LLC14,547$3.37M2.45%
Cookson Peirce & Co Inc14,275$3.31M0.16%
Capital International Inc13,792$3.19M0.04%
Fortis Group Advisors, LLC13,065$3.03M0.60%
J. Safra Sarasin Holding AG10,905$2.53M0.05%
Hartline Investment Corp10,844$2.51M0.34%
IFG Advisory, LLC8,616$2.00M0.13%
TKG Advisors, LLC8,337$1.93M1.05%
Hardy Reed LLC8,199$1.90M0.19%
Horizon Investment Services, LLC8,171$1.89M0.89%
Lecap Asset Management Ltd8,064$1.87M0.40%
Occudo Quantitative Strategies LP7,745$1.79M0.32%
Ibex Wealth Advisors7,410$1.72M0.27%
Applied Finance Capital Management, LLC7,345$1.70M0.08%
Relative Value Partners Group, LLC6,553$1.52M0.20%
Lee Danner & Bass Inc6,040$1.40M0.11%
Mattson Financial Services, LLC5,316$1.23M0.44%
Laurion Capital Management LP5,310$1.23M0.04%
Highview Capital Management LLC5,277$1.22M0.51%
Y-Intercept (Hong Kong) Ltd5,201$1.20M0.07%
M Holdings Securities, Inc.5,136$1.19M0.15%
3Chopt Investment Partners, LLC4,753$1.10M0.34%
First Command Advisory Services, Inc.4,709$1.09M0.01%
Western Financial Corp4,622$1.07M0.65%
Fullcircle Wealth LLC4,386$1.06M0.52%
Bridgefront Capital, LLC4,505$1.04M0.43%
Stamos Capital Partners, L.P.4,500$1.04M0.22%
Capricorn Fund Managers Ltd4,330$1.00M0.71%
Green Harvest Asset Management LLC4,307$997.3K0.02%
Petrus Trust Company, LTA4,008$928.1K0.09%
Quest Partners LLC3,891$901.0K0.12%
United Community Bank3,863$894.5K0.36%
Platform Technology Partners3,792$878.0K0.30%
CFO4Life Group, LLC3,654$846.1K0.16%
Ecofi Investissements SA3,800$832.7K0.46%
Parkside Investments, LLC3,500$810.4K0.13%
Cable Hill Partners, LLC3,481$806.0K0.09%
Kestra Investment Management, LLC3,282$759.9K0.05%
Summit Financial, LLC3,221$745.7K0.03%
Brown Financial Advisors3,151$729.6K0.33%
XR Securities LLC2,922$676.6K1.14%
Hobbs Group Advisors, LLC2,863$662.9K0.25%
Red Cedar Investment Management, LLC2,814$651.6K0.09%
Greenland Capital Management LP2,706$626.6K0.13%
CTC Alternative Strategies, Ltd.2,629$608.7K0.26%
Balboa Wealth Partners2,604$603.0K0.16%
Gsa Capital Partners LLP2,547$590.0K0.04%
Signature Estate & Investment Advisors LLC2,538$587.7K0.01%
Hendley & Co Inc2,500$579.0K0.21%
Arista Wealth Management, LLC2,212$512.1K0.13%
Cyndeo Wealth Partners, LLC2,176$503.9K0.04%
U S Global Investors Inc2,100$486.3K0.05%
Skye Global Management LP2,100$486.3K0.01%
Axq Capital, LP2,085$482.8K0.11%
Sherbrooke Park Advisers LLC2,041$472.6K0.08%
Drucker Wealth 3.0, LLC1,896$439.0K0.12%
Weaver Capital Management LLC1,818$421.0K0.14%
Cromwell Holdings LLC1,793$415.2K0.25%
Evergreen Wealth Solutions, LLC1,734$401.5K0.28%
Tennessee Valley Asset Management Partners1,726$399.7K0.07%
Zimmermann Investment Management & Planning LLC1,647$381.4K0.13%
Trilogy Capital Inc.1,608$372.3K0.02%
Genesee Capital Advisors, LLC1,567$362.8K0.18%
Formidable Asset Management, LLC1,559$361.0K0.06%
Golden State Equity Partners1,482$343.1K0.07%
Sax Wealth Advisors, LLC1,453$336.5K0.03%
Heritage Wealth Management, Inc.1,409$332.0K0.11%
Kimelman & Baird, LLC1,425$330.0K0.03%
Koss-Olinger Consulting, LLC1,414$327.0K0.03%
Cooper Financial Group1,379$319.3K0.05%
Capital International Sarl1,375$318.4K0.01%

Sold out (106)

Institutions that held American Express Co at the end of Q1 2024 and filed for Q2 2024 without it.

Showing the largest 100 of 106 by value.

Institutions that sold out of AXP in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Southpoint Capital Advisors LP270,000$61.5M
American International Group, Inc.186,721$42.5M
Zacks Investment Management180,745$41.2M
Zurich Insurance Group Ltd120,702$27.5M
Texas Permanent School Fund118,181$26.9M
Trexquant Investment LP90,539$20.6M
Kiltearn Partners LLP50,523$11.5M
Financial Avengers, Inc.44,756$10.2M
Metropolitan Life Insurance Co23,065$5.25M
Boulder Hill Capital Management LP22,100$5.03M
Winton Group Ltd17,510$3.99M
Bulltick Wealth Management, LLC16,356$3.72M
Lincoln National Corp13,320$3.03M
Qsemble Capital Management, LP12,942$2.95M
CoreCap Advisors, LLC12,782$2.91M
Worth Asset Management, LLC11,287$2.57M
Tudor Investment Corp Et Al10,735$2.44M
Provident Co of the Employees of the Hebrew University LTD9,129$2.08M
Duality Advisers, LP9,119$2.08M
Sciencast Management LP8,263$1.88M
Evoke Wealth, LLC8,247$1.88M
ExodusPoint Capital Management, LP7,101$1.62M
Mirabella Financial Services LLP6,326$1.44M
Quinn Opportunity Partners LLC6,000$1.37M
XTX Topco Ltd5,853$1.33M
Mizuho Markets Cayman LP5,727$1.07M
Connor, Clark & Lunn Investment Management Ltd.4,473$1.02M
Versor Investments LP4,202$956.8K
River & Mercantile Asset Management LLP3,803$865.9K
Passumpsic Savings Bank3,734$850.2K
Friedenthal Financial3,653$831.8K
Wolverine Trading, LLC3,371$767.5K
Maven Securities LTD3,288$748.6K
Teza Capital Management LLC3,196$727.7K
Meridian Wealth Management, LLC3,015$686.4K
Mitchell Sinkler & Starr3,000$683.1K
Wellington Wealth Strategies, LLC.2,884$656.7K
Inceptionr LLC2,614$595.2K
Advisor Resource Council3,167$593.3K
HC Advisors, LLC2,114$481.4K
Empirical Asset Management, LLC2,019$459.7K
Virtu Financial LLC1,989$453.0K
Cedar Brook Financial Partners, LLC1,978$450.4K
Dark Forest Capital Management LP1,828$416.2K
Scientech Research LLC1,791$407.8K
Greenwood Capital Associates LLC1,786$406.7K
Fullerton Fund Management Co Ltd.1,775$404.1K
Baker Boyer National Bank1,678$382.1K
WBI Investments1,659$377.7K
FourThought Financial Partners, LLC1,613$367.3K
Overbrook Management Corp1,583$360.4K
Private Portfolio Partners LLC1,556$354.2K
Angeles Investment Advisors, LLC1,453$330.8K
Round Hill Asset Management1,432$326.1K
Eagle Strategies LLC1,431$325.8K
Envoi LLC1,350$307.4K
Nwam LLC1,302$305.6K
Cascade Investment Group, Inc.1,320$300.6K
Nichols & Pratt Advisers LLP1,250$284.6K
BEAM Asset Management, LLC1,226$279.1K
Carmel Capital Partners, LLC1,201$273.5K
Oxford Asset Management LLP1,183$269.4K
Delap Wealth Advisory, LLC1,121$255.2K
ISAM Funds (UK) Ltd1,118$254.6K
RAM Investment Partners, LLC1,089$248.0K
Fox Run Management, L.L.C.1,078$245.4K
Infrastructure Capital Advisors, LLC1,039$236.6K
Zega Financial, LLC1,030$234.6K
Onyx Bridge Wealth Group LLC986$232.3K
Intrua Financial, LLC1,016$231.3K
Central Valley Advisors, LLC1,007$229.3K
Coho Partners, Ltd.1,000$227.7K
Wealthstar Advisors, LLC998$227.4K
FSA Advisors, Inc.993$226.1K
Boothbay Fund Management, LLC956$217.7K
Marathon Capital Management945$215.2K
CM Wealth Advisors LLC910$214.2K
Seven Eight Capital, LP936$213.1K
CAP Partners, LLC927$211.1K
Signal Advisors Wealth, LLC925$210.7K
Alterna Wealth Management, Inc920$209.5K
Roberts Wealth Advisors, LLC950$207.5K
Goepper Burkhardt LLC850$206.0K
Financial Engines Advisors L.L.C.895$203.8K
Wealth Effects LLC880$200.4K
AlphaMark Advisors, LLC518$118.0K
Core Wealth Advisors, Inc.497$113.2K
Fernwood Investment Management, LLC315$71.7K
Quintet Private Bank (Europe) S.A.259$68.0K
Brown Shipley& Co Ltd280$63.6K
Northwest Investment Counselors, LLC226$51.5K
LifeSteps Financial, Inc.225$51.2K
LGT Financial Advisors LLC207$47.1K
Ravenstone Capital Management Inc.200$45.5K
Granite FO LLC104$26.7K
Sofos Investments, Inc.49$10.8K
University of Texas/Texas Am Investment Managment Co53$9.93K
Mendota Financial Group, LLC40$9.11K
Financial Synergies Wealth Advisors, Inc.29$6.49K
Transamerica Financial Advisors, Inc.23$6.00K

Not filed for Q2 2024 yet (32)

Institutions that held American Express Co at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG1,147,824$261.3M
Focused Investors Fund L P471,600$107.4M
Degroof Petercam Asset Management189,350$43.1M
Cambridge Trust Co174,861$39.8M
Stewart & Patten Co LLC126,870$28.9M
Coulter & Justus Financial Services, LLC99,401$22.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund90,563$20.6M
Cubic Asset Management, LLC35,433$8.07M
Ziegler Capital Management, LLC28,953$6.59M
Steward Partners Investment Solutions, LLC20,486$4.66M
Shell Asset Management Co19,435$4.50M
Connectus Wealth, LLC17,987$4.10M
Wilbanks Smith & Thomas Asset Management LLC16,108$3.67M
Caliber Wealth Management, LLC13,837$3.15M
Triad Investment Management8,138$1.85M
Derbend Asset Management5,685$1.29M
Grey Street Capital, LLC5,112$1.16M
Pflug Koory, LLC4,833$1.10M
Mango Five Family, Inc.4,054$923.1K
CWA Asset Management Group, LLC3,839$874.1K
Cipher Capital LP3,193$727.0K
Summit Financial Group Inc2,885$656.9K
InterOcean Capital Group, LLC2,880$655.7K
FirstPurpose Wealth LLC3,007$654.5K
Benedetti & Gucer, Inc.2,432$554.0K
Objective Capital Management, LLC1,443$328.5K
Cutler Group LP1,298$295.0K
Tactive Advisors, LLC1,050$239.1K
Imprint Wealth LLC951$216.5K
FSA Wealth Management LLC243$55.3K
Credential Qtrade Securities Inc.143$32.6K
Retirement Group, LLC50$11.4K