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 |
|---|---|---|---|---|---|
| Eastern Bank | 76,789 | $17.8M | 0.72% | +43,780+132.6% | Added |
| Brookstone Capital Management | 71,181 | $17.8M | 0.30% | +9,483+15.4% | Added |
| Penserra Capital Management LLC | 77,201 | $17.9M | 0.23% | −19,830−20.4% | Reduced |
| MML Investors Services, LLC | 77,301 | $17.9M | 0.07% | −19,774−20.4% | Reduced |
| Great West Life Assurance Co | 78,201 | $18.1M | 0.03% | +101+0.1% | Added |
| TD Waterhouse Canada Inc. | 77,339 | $18.1M | 0.16% | +18,888+32.3% | Added |
| Abner Herrman & Brock LLC | 78,525 | $18.2M | 2.30% | −1,809−2.3% | Reduced |
| Yousif Capital Management, LLC | 80,031 | $18.5M | 0.21% | −2,664−3.2% | Reduced |
| Founders Capital Management, LLC | 80,218 | $18.6M | 3.34% | −250−0.3% | Reduced |
| Baxter Bros Inc | 81,125 | $18.8M | 2.46% | −172−0.2% | Reduced |
| HM Payson & Co | 81,844 | $19.0M | 0.34% | −1,615−1.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 82,032 | $19.0M | 0.63% | −19,345−19.1% | Reduced |
| Rheos Capital Works Inc. | 82,700 | $19.1M | 1.00% | −102,000−55.2% | Reduced |
| LVM Capital Management Ltd | 83,787 | $19.4M | 2.21% | −152−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 83,914 | $19.4M | 0.23% | +9,816+13.2% | Added |
| Beacon Pointe Advisors, LLC | 84,161 | $19.5M | 0.23% | +1,772+2.2% | Added |
| Millennium Management LLC | 84,848 | $19.6M | 0.02% | −743,368−89.8% | Reduced |
| Cobblestone Capital Advisors LLC | 85,500 | $19.8M | 1.22% | −12,803−13.0% | Reduced |
| Brinker Capital Investments, LLC | 85,741 | $19.9M | 0.21% | −9,809−10.3% | Reduced |
| Orion Portfolio Solutions, LLC | 85,741 | $19.9M | 0.21% | −9,809−10.3% | Reduced |
| New York Life Investment Management LLC | 87,313 | $20.2M | 0.20% | +51+0.1% | Added |
| Citizens Financial Group Inc | 87,648 | $20.3M | 0.45% | +3,559+4.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 88,299 | $20.4M | 0.05% | +88,299 | New |
| Fiduciary Trust Co | 88,846 | $20.6M | 0.31% | −2,068−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 89,672 | $20.8M | 0.08% | +1,511+1.7% | Added |
| Kestra Advisory Services, LLC | 90,810 | $21.0M | 0.12% | +31,603+53.4% | Added |
| Welch & Forbes LLC | 89,384 | $21.2M | 0.28% | +321+0.4% | Added |
| United Services Automobile Association | 93,358 | $21.6M | 0.55% | −1,180−1.2% | Reduced |
| Tiaa Trust, National Association | 93,479 | $21.6M | 0.07% | +57,392+159.0% | Added |
| Utah Retirement Systems | 93,522 | $21.7M | 0.26% | −7,100−7.1% | Reduced |
| Chesley Taft & Associates LLC | 94,346 | $21.8M | 1.10% | −209−0.2% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 94,663 | $21.9M | 0.25% | +94,663 | New |
| CBOE Vest Financial, LLC | 96,207 | $22.3M | 0.53% | +15,025+18.5% | Added |
| Andra AP-fonden | 96,248 | $22.3M | 0.37% | +45,400+89.3% | Added |
| Bragg Financial Advisors, Inc | 97,333 | $22.5M | 1.01% | −3,771−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 98,067 | $22.7M | 0.43% | +26,220+36.5% | Added |
| Investment House LLC | 98,101 | $22.7M | 1.30% | +1,327+1.4% | Added |
| Henshaw Capital LLC | 98,305 | $22.8M | 1.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 98,506 | $22.8M | 0.10% | +15,171+18.2% | Added |
| Noesis Capital Mangement Corp | 99,503 | $23.0M | 5.11% | +102+0.1% | Added |
| Xponance, Inc. | 100,194 | $23.2M | 0.24% | +686+0.7% | Added |
| Franklin Street Advisors Inc | 100,787 | $23.3M | 1.67% | −21,761−17.8% | Reduced |
| AMF Pensionsforsakring AB | 100,833 | $23.4M | 0.17% | −268,908−72.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 100,935 | $23.4M | 0.35% | −1,911−1.9% | Reduced |
| Quilter Plc | 101,131 | $23.4M | 0.53% | −3,940−3.7% | Reduced |
| CIBC Asset Management Inc | 101,252 | $23.4M | 0.08% | −5,934−5.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,395 | $23.5M | 0.25% | +4,601+4.8% | Added |
| UniSuper Management Pty Ltd | 101,849 | $23.6M | 0.20% | +14,702+16.9% | Added |
| United Capital Financial Advisers, LLC | 102,031 | $23.6M | 0.20% | −24,077−19.1% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 103,539 | $24.0M | 0.49% | −10,000−8.8% | Reduced |
| Tweedy, Browne Co LLC | 104,088 | $24.1M | 1.11% | −5,121−4.7% | Reduced |
| Paralel Advisors LLC | 105,000 | $24.3M | 1.16% | 00.0% | Unchanged |
| Czech National Bank | 108,286 | $25.1M | 0.29% | +7,667+7.6% | Added |
| Braun Stacey Associates Inc | 108,725 | $25.2M | 0.98% | −1,694−1.5% | Reduced |
| AQR Capital Management LLC | 109,198 | $25.3M | 0.04% | +25,937+31.2% | Added |
| Thomasville National Bank | 109,446 | $25.3M | 2.03% | +867+0.8% | Added |
| Factory Mutual Insurance Co | 110,300 | $25.5M | 0.29% | −1,800−1.6% | Reduced |
| British Columbia Investment Management Corp | 110,339 | $25.5M | 0.15% | +40,499+58.0% | Added |
| Capital Investment Advisors, LLC | 110,726 | $25.6M | 0.58% | +3,939+3.7% | Added |
| JPB Foundation | 110,851 | $25.7M | 2.75% | −23,000−17.2% | Reduced |
| Dana Investment Advisors, Inc. | 110,871 | $25.7M | 0.87% | −6,568−5.6% | Reduced |
| Pathstone Holdings, LLC | 112,975 | $26.2M | 0.12% | −2,918−2.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 115,911 | $26.8M | 1.00% | −1,666−1.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 116,295 | $26.9M | 2.41% | −945−0.8% | Reduced |
| Sanctuary Advisors, LLC | 115,293 | $27.2M | 0.20% | +115,293 | New |
| Amalgamated Bank | 117,675 | $27.2M | 0.23% | −3,833−3.2% | Reduced |
| Twin Tree Management, LP | 118,212 | $27.4M | 0.80% | −48,583−29.1% | Reduced |
| Smith Group Asset Management, LLC | 118,553 | $27.5M | 2.44% | +5,033+4.4% | Added |
| Maple Capital Management, Inc. | 118,665 | $27.5M | 2.23% | +3,124+2.7% | Added |
| Mediolanum International Funds Ltd | 129,739 | $27.7M | 0.45% | −15,943−10.9% | Reduced |
| Chilton Capital Management LLC | 119,807 | $27.7M | 1.24% | +2,440+2.1% | Added |
| APG Asset Management N.V. | 128,688 | $27.8M | 0.05% | −44,911−25.9% | Reduced |
| USS Investment Management Ltd | 120,417 | $27.9M | 0.22% | −5,221−4.2% | Reduced |
| IFM Investors Pty Ltd | 120,991 | $28.0M | 0.28% | −1,205−1.0% | Reduced |
| Cerity Partners LLC | 121,730 | $28.2M | 0.08% | −19,199−13.6% | Reduced |
| Destination Wealth Management | 123,289 | $28.5M | 0.94% | −8,308−6.3% | Reduced |
| Greatmark Investment Partners, Inc. | 124,673 | $28.9M | 4.21% | −1,696−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 124,817 | $28.9M | 0.19% | −722−0.6% | Reduced |
| Mill Capital Management, LLC | 127,619 | $29.6M | 2.44% | +257+0.2% | Added |
| Edgar Lomax Co | 127,730 | $29.6M | 1.92% | −2,275−1.7% | Reduced |
| Allworth Financial LP | 124,088 | $30.1M | 0.19% | +117,300+1,728.0% | Added |
| DnB Asset Management AS | 129,903 | $30.1M | 0.14% | +239+0.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 130,054 | $30.1M | 2.61% | −3,361−2.5% | Reduced |
| Pinebridge Investments, L.P. | 131,327 | $30.4M | 0.25% | +101,634+342.3% | Added |
| Commerce Bank | 131,601 | $30.5M | 0.20% | −288−0.2% | Reduced |
| Varma Mutual Pension Insurance Co | 132,435 | $30.7M | 0.25% | −13,665−9.4% | Reduced |
| Cetera Investment Advisers | 133,806 | $31.0M | 0.07% | −31,055−18.8% | Reduced |
| Regions Financial Corp | 134,846 | $31.2M | 0.24% | −7,332−5.2% | Reduced |
| Voloridge Investment Management, LLC | 136,655 | $31.6M | 0.12% | +54,522+66.4% | Added |
| Mariner, LLC | 137,015 | $31.7M | 0.06% | +5,615+4.3% | Added |
| Bradley Foster & Sargent Inc | 138,359 | $32.0M | 0.58% | +5,248+3.9% | Added |
| Huntington National Bank | 138,652 | $32.1M | 0.25% | −7,597−5.2% | Reduced |
| Jennison Associates LLC | 138,796 | $32.1M | 0.02% | +96,601+228.9% | Added |
| Country Trust Bank | 139,255 | $32.2M | 0.81% | −2,598−1.8% | Reduced |
| Advisors Asset Management, Inc. | 139,276 | $32.2M | 0.63% | −5,671−3.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 140,079 | $32.4M | 0.47% | −6,191−4.2% | Reduced |
| Daiwa Securities Group Inc. | 140,315 | $32.5M | 0.17% | +4,477+3.3% | Added |
| Douglass Winthrop Advisors, LLC | 140,328 | $32.5M | 0.66% | −4,772−3.3% | Reduced |
| Quadrature Capital Ltd | 142,484 | $33.0M | 0.55% | +142,484 | New |
| Marex Group plc | 143,079 | $33.1M | 0.89% | +143,079 | New |