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, Q2 2024
Institutional positions in American Express Co as of Jun 30, 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
- 2,348
- +65 vs. Q1 2024
- Shares held
- 603.7M
- −7.19M (−1.2%) vs. Q1 2024
- Total value
- $139.8B
- +$833.6M (+0.6%) vs. Q1 2024
- New holders
- 171
- 829 more added
- Sold out
- 106
- 927 more reduced
32 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davy Global Fund Management Ltd | 47,246 | $10.9M | 1.25% | −1,204−2.5% | Reduced |
| Van Eck Associates Corp | 47,333 | $11.0M | 0.02% | −1,941−3.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 47,464 | $11.0M | 0.27% | −10,676−18.4% | Reduced |
| Atria Investments LLC | 47,605 | $11.0M | 0.14% | −4,712−9.0% | Reduced |
| Klingenstein Fields & Co LP | 48,512 | $11.2M | 0.47% | −48,999−50.2% | Reduced |
| Oppenheimer & Co Inc | 48,784 | $11.3M | 0.18% | −2,091−4.1% | Reduced |
| Oregon Public Employees Retirement Fund | 48,793 | $11.3M | 0.22% | −126−0.3% | Reduced |
| Hi-Line Capital Management, LLC | 48,802 | $11.3M | 4.75% | −2,547−5.0% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $11.3M | 2.31% | 00.0% | Unchanged |
| Sky Investment Group LLC | 48,872 | $11.3M | 2.16% | −1,222−2.4% | Reduced |
| Searle & Co. | 48,894 | $11.3M | 2.65% | +7,537+18.2% | Added |
| Laffer Tengler Investments | 49,198 | $11.4M | 2.46% | +6,490+15.2% | Added |
| 2Xideas AG | 49,285 | $11.4M | 1.42% | −4,495−8.4% | Reduced |
| Perennial Advisors, LLC | 50,419 | $11.7M | 2.62% | −265−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 50,523 | $11.7M | 0.27% | −2,746−5.2% | Reduced |
| Eagle Rock Investment Company, LLC | 51,767 | $12.0M | 2.17% | −336−0.6% | Reduced |
| Argent Trust Co | 51,895 | $12.0M | 0.53% | −1,540−2.9% | Reduced |
| Sandy Spring Bank | 51,902 | $12.0M | 0.53% | −698−1.3% | Reduced |
| Griffin Asset Management, Inc. | 51,908 | $12.0M | 1.39% | −5,227−9.1% | Reduced |
| Chemistry Wealth Management LLC | 52,075 | $12.1M | 3.11% | +1,528+3.0% | Added |
| Intech Investment Management LLC | 52,957 | $12.3M | 0.15% | +32,287+156.2% | Added |
| Cubist Systematic Strategies, LLC | 52,992 | $12.3M | 0.21% | +45,368+595.1% | Added |
| Calamos Wealth Management LLC | 53,118 | $12.3M | 0.66% | +1,302+2.5% | Added |
| Davenport & Co LLC | 53,154 | $12.3M | 0.08% | −5,784−9.8% | Reduced |
| Redwood Grove Capital, LLC | 53,529 | $12.4M | 3.88% | +2,870+5.7% | Added |
| Prime Capital Investment Advisors, LLC | 54,079 | $12.5M | 0.19% | −6,311−10.5% | Reduced |
| Stansberry Asset Management, LLC | 54,315 | $12.6M | 1.65% | +15,961+41.6% | Added |
| Schonfeld Strategic Advisors LLC | 54,528 | $12.6M | 0.10% | +16,712+44.2% | Added |
| Marsico Capital Management LLC | 54,925 | $12.7M | 0.38% | 00.0% | Unchanged |
| Narwhal Capital Management | 54,994 | $12.7M | 1.20% | −4,229−7.1% | Reduced |
| Private Advisor Group, LLC | 55,316 | $12.8M | 0.09% | +943+1.7% | Added |
| Nomura Holdings Inc | 55,622 | $12.9M | 0.08% | −175,767−76.0% | Reduced |
| Perigon Wealth Management, LLC | 55,885 | $12.9M | 0.38% | +1,223+2.2% | Added |
| Capital Fund Management S.A. | 55,911 | $12.9M | 0.15% | +55,911 | New |
| Diversified Trust Co | 56,004 | $13.0M | 0.37% | −5,821−9.4% | Reduced |
| HB Wealth Management, LLC | 56,148 | $13.0M | 0.15% | +657+1.2% | Added |
| GDS Wealth Management | 56,778 | $13.1M | 1.44% | +4,249+8.1% | Added |
| Carret Asset Management, LLC | 56,919 | $13.2M | 1.54% | −600−1.0% | Reduced |
| Northwest & Ethical Investments L.P. | 56,948 | $13.2M | 0.38% | −877−1.5% | Reduced |
| Tocqueville Asset Management L.P. | 57,002 | $13.2M | 0.22% | −200−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 57,800 | $13.4M | 0.21% | −343−0.6% | Reduced |
| Ofi Invest Asset Management | 61,975 | $13.4M | 0.36% | −489−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 57,888 | $13.4M | 0.67% | −782−1.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 58,632 | $13.6M | 0.89% | +563+1.0% | Added |
| Rice Partnership, LLC | 58,795 | $13.6M | 2.96% | +1,273+2.2% | Added |
| Mackenzie Financial Corp | 59,022 | $13.7M | 0.02% | −1,072−1.8% | Reduced |
| Holowesko Partners Ltd. | 59,200 | $13.7M | 7.72% | −15,000−20.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 59,256 | $13.7M | 2.80% | −341−0.6% | Reduced |
| Kempen Capital Management N.V. | 59,391 | $13.8M | 0.15% | −10,364−14.9% | Reduced |
| Wealthfront Advisers LLC | 59,625 | $13.8M | 0.05% | +759+1.3% | Added |
| Silvercrest Asset Management Group LLC | 59,661 | $13.8M | 0.09% | −2,033−3.3% | Reduced |
| Choate Investment Advisors | 60,572 | $14.0M | 0.37% | −464−0.8% | Reduced |
| La Banque Postale Asset Management SA | 61,934 | $14.3M | 0.59% | −6,106−9.0% | Reduced |
| Anchor Capital Advisors LLC | 62,277 | $14.4M | 0.41% | +9,769+18.6% | Added |
| O'Shaughnessy Asset Management, LLC | 62,320 | $14.4M | 0.15% | +8,002+14.7% | Added |
| Sprucegrove Investment Management Ltd | 62,497 | $14.5M | 0.75% | +900+1.5% | Added |
| JustInvest LLC | 62,734 | $14.5M | 0.28% | +2,585+4.3% | Added |
| Assetmark, Inc | 62,845 | $14.6M | 0.05% | +1,283+2.1% | Added |
| Optiver Holding B.V. | 63,800 | $14.8M | 0.28% | +63,800 | New |
| GWM Advisors LLC | 64,023 | $14.8M | 0.11% | +2,515+4.1% | Added |
| Shayne & Co., LLC | 64,302 | $14.9M | 4.13% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 64,440 | $14.9M | 0.96% | −1,023−1.6% | Reduced |
| Torray LLC | 65,025 | $15.1M | 2.25% | 00.0% | Unchanged |
| Cullinan Associates Inc | 65,062 | $15.1M | 0.85% | −2,587−3.8% | Reduced |
| MAI Capital Management | 65,190 | $15.1M | 0.15% | −850−1.3% | Reduced |
| Eagle Global Advisors LLC | 65,896 | $15.3M | 0.81% | −351−0.5% | Reduced |
| Wesleyan Assurance Society | 65,900 | $15.3M | 1.32% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 66,132 | $15.3M | 2.97% | +774+1.2% | Added |
| Connors Investor Services Inc | 66,447 | $15.4M | 1.60% | +24,160+57.1% | Added |
| PGGM Investments | 66,542 | $15.4M | 0.22% | +12,094+22.2% | Added |
| Private Management Group Inc | 66,762 | $15.5M | 0.59% | −293−0.4% | Reduced |
| Payden & Rygel Investment Group | 67,000 | $15.5M | 1.25% | +2,000+3.1% | Added |
| Payden & Rygel | 67,000 | $15.5M | 1.25% | +2,000+3.1% | Added |
| Willis Investment Counsel | 67,483 | $15.6M | 1.08% | +67+0.1% | Added |
| Castleark Management LLC | 67,975 | $15.7M | 0.64% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 68,391 | $15.8M | 0.29% | −8,347−10.9% | Reduced |
| State of Alaska, Department of Revenue | 68,521 | $15.9M | 0.18% | −1,875−2.7% | Reduced |
| Equitable Trust Co | 68,531 | $15.9M | 1.09% | −44,127−39.2% | Reduced |
| Parthenon LLC | 68,740 | $15.9M | 2.02% | −814−1.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 69,572 | $16.1M | 1.50% | +11,564+19.9% | Added |
| Whittier Trust Co | 69,876 | $16.2M | 0.23% | −2,085−2.9% | Reduced |
| Nissay Asset Management Corp | 69,906 | $16.2M | 0.11% | +1,664+2.4% | Added |
| Gradient Investments LLC | 70,819 | $16.4M | 0.37% | −3,363−4.5% | Reduced |
| Drexel Morgan & Co. | 70,918 | $16.4M | 3.52% | 00.0% | Unchanged |
| Banco Santander, S.A. | 71,204 | $16.5M | 0.20% | −290−0.4% | Reduced |
| Mutual of America Capital Management LLC | 71,662 | $16.6M | 0.18% | −3,314−4.4% | Reduced |
| Exchange Traded Concepts, LLC | 72,360 | $16.8M | 0.43% | +34,237+89.8% | Added |
| Hancock Whitney Corp | 72,571 | $16.8M | 0.57% | +5,553+8.3% | Added |
| Worldquant Millennium Advisors LLC | 72,690 | $16.8M | 0.15% | −131,076−64.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 72,851 | $16.9M | 3.02% | +723+1.0% | Added |
| Ethic Inc. | 72,958 | $16.9M | 0.40% | +3,596+5.2% | Added |
| Natixis | 72,978 | $16.9M | 0.11% | +41,702+133.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 74,252 | $17.0M | 0.08% | −94,729−56.1% | Reduced |
| Prudential PLC | 73,256 | $17.0M | 0.12% | +3,940+5.7% | Added |
| Marco Investment Management LLC | 73,264 | $17.0M | 1.56% | −870−1.2% | Reduced |
| Clifford Capital Partners LLC | 73,832 | $17.1M | 3.72% | −15,492−17.3% | Reduced |
| Point72 Asset Management, L.P. | 74,742 | $17.3M | 0.06% | +74,742 | New |
| Mesirow Financial Investment Management, Inc. | 74,742 | $17.3M | 0.39% | +1,944+2.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 75,563 | $17.5M | 0.19% | +3,880+5.4% | Added |
| QRG Capital Management, Inc. | 75,567 | $17.5M | 0.21% | +5,680+8.1% | Added |