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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Sustainable Growth Advisers, LP | 1,434,826 | $332.2M | 1.47% | −274,442−16.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 1,463,412 | $338.9M | 1.80% | +64,072+4.6% | Added |
| California Public Employees Retirement System | 1,469,306 | $340.2M | 0.25% | +429,463+41.3% | Added |
| Smead Capital Management, Inc. | 1,574,522 | $364.6M | 5.69% | −186,321−10.6% | Reduced |
| Wells Fargo & Company | 1,662,425 | $384.9M | 0.10% | +982+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,675,283 | $387.9M | 0.29% | −15,245−0.9% | Reduced |
| Royal Bank of Canada | 1,676,546 | $388.2M | 0.09% | −88,548−5.0% | Reduced |
| Swiss National Bank | 1,705,479 | $394.9M | 0.27% | −40,500−2.3% | Reduced |
| Nordea Investment Management AB | 1,899,853 | $441.9M | 0.52% | +101,111+5.6% | Added |
| HSBC Holdings PLC | 1,956,948 | $453.2M | 0.29% | −408,351−17.3% | Reduced |
| Amundi | 2,041,481 | $481.2M | 0.18% | −78,649−3.7% | Reduced |
| Deutsche Bank AG | 2,090,228 | $484.0M | 0.22% | +96,658+4.8% | Added |
| Boston Partners | 2,125,335 | $492.8M | 0.61% | −3,840−0.2% | Reduced |
| Barclays PLC | 2,212,693 | $512.3M | 0.24% | −1,467,573−39.9% | Reduced |
| Ameriprise Financial Inc | 2,282,852 | $519.9M | 0.14% | +5,832+0.3% | Added |
| TD Asset Management Inc | 2,425,182 | $561.6M | 0.52% | −170,188−6.6% | Reduced |
| First Eagle Investment Management, LLC | 2,597,159 | $601.4M | 1.36% | −7,791−0.3% | Reduced |
| Longview Partners (Guernsey) LTD | 2,604,574 | $603.1M | 4.47% | −555,175−17.6% | Reduced |
| Alphinity Investment Management Pty Ltd | 2,689,295 | $622.7M | 4.58% | +784,472+41.2% | Added |
| Dimensional Fund Advisors LP | 2,817,308 | $652.3M | 0.17% | −126,354−4.3% | Reduced |
| UBS Group AG | 2,827,671 | $654.7M | 0.20% | +45,172+1.6% | Added |
| Lazard Asset Management LLC | 2,895,222 | $670.4M | 0.84% | −1,180,166−29.0% | Reduced |
| Rothschild & Co Wealth Management UK Ltd | 3,580,102 | $829.0M | 14.12% | +3,825+0.1% | Added |
| Capital World Investors | 3,626,219 | $839.7M | 0.14% | +3,626,219 | New |
| Charles Schwab Investment Management Inc | 3,908,874 | $905.1M | 0.17% | +16,708+0.4% | Added |
| Janus Henderson Group PLC | 3,927,649 | $909.5M | 0.49% | −235,424−5.7% | Reduced |
| Legal & General Group Plc | 3,991,927 | $924.3M | 0.26% | −120,303−2.9% | Reduced |
| UBS Asset Management Americas Inc | 4,367,813 | $1.01B | 0.29% | +927,944+27.0% | Added |
| Bank of New York Mellon Corp | 4,698,310 | $1.09B | 0.21% | −111,415−2.3% | Reduced |
| Goldman Sachs Group Inc | 4,790,625 | $1.11B | 0.22% | +684,145+16.7% | Added |
| Artisan Partners Limited Partnership | 4,838,833 | $1.12B | 1.70% | −7,576−0.2% | Reduced |
| Invesco Ltd. | 5,098,226 | $1.18B | 0.25% | −457,461−8.2% | Reduced |
| Northern Trust Corp | 6,164,827 | $1.43B | 0.24% | −60,840−1.0% | Reduced |
| Norges Bank | 6,366,820 | $1.47B | 0.22% | +406,987+6.8% | Added |
| Nuveen Asset Management, LLC | 6,768,449 | $1.57B | 0.46% | −119,749−1.7% | Reduced |
| Fisher Asset Management, LLC | 8,895,914 | $2.06B | 0.90% | −316,442−3.4% | Reduced |
| Price T Rowe Associates Inc | 9,136,403 | $2.12B | 0.25% | +688,962+8.2% | Added |
| Bank of America Corp | 9,522,893 | $2.21B | 0.21% | −1,833,403−16.1% | Reduced |
| Massachusetts Financial Services Co | 9,558,651 | $2.21B | 0.68% | −196,904−2.0% | Reduced |
| FMR LLC | 10,137,605 | $2.35B | 0.15% | +2,032,238+25.1% | Added |
| Geode Capital Management, LLC | 11,397,412 | $2.63B | 0.23% | +167,919+1.5% | Added |
| Morgan Stanley | 13,633,725 | $3.16B | 0.24% | +346,826+2.6% | Added |
| JPMorgan Chase & Co | 16,339,945 | $3.78B | 0.33% | +229,722+1.4% | Added |
| Wellington Management Group LLP | 19,107,313 | $4.42B | 0.79% | −2,913,549−13.2% | Reduced |
| State Street Corp | 29,284,305 | $6.78B | 0.30% | −290,865−1.0% | Reduced |
| BlackRock Inc. | 41,897,299 | $9.70B | 0.22% | −1,171,676−2.7% | Reduced |
| Vanguard Group Inc | 45,197,559 | $10.5B | 0.20% | +43,841+0.1% | Added |
| Berkshire Hathaway IncSuperinvestorBerkshire Hathaway | 151,610,700 | $35.1B | 12.54% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −186,721−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −180,745−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −120,702−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −118,181−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −90,539−100.0% | Sold out |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −50,523−100.0% | Sold out |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −44,756−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −23,065−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −17,510−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −16,356−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −13,320−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,942−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −12,782−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −11,287−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,735−100.0% | Sold out |
| Provident Co of the Employees of the Hebrew University LTD | 0 | $0 | 0.00% | −9,129−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,119−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,263−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −8,247−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,326−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,473−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Passumpsic Savings Bank | 0 | $0 | 0.00% | −3,734−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| HC Advisors, LLC | 0 | $0 | 0.00% | −2,114−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,989−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,828−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Baker Boyer National Bank | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| Overbrook Management Corp | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |