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
- 2,349
- +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
- 830 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 | 2,912 | $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, 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 |
|---|---|---|---|---|---|
| Matthew Goff Investment Advisor, LLC | 59,256 | $13.7M | 2.80% | −341−0.6% | Reduced |
| Holowesko Partners Ltd. | 59,200 | $13.7M | 7.72% | −15,000−20.2% | Reduced |
| Mackenzie Financial Corp | 59,022 | $13.7M | 0.02% | −1,072−1.8% | Reduced |
| Rice Partnership, LLC | 58,795 | $13.6M | 2.96% | +1,273+2.2% | Added |
| Knights of Columbus Asset Advisors LLC | 58,632 | $13.6M | 0.89% | +563+1.0% | Added |
| GHP Investment Advisors, Inc. | 57,888 | $13.4M | 0.67% | −782−1.3% | Reduced |
| Ofi Invest Asset Management | 61,975 | $13.4M | 0.36% | −489−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 57,800 | $13.4M | 0.21% | −343−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 57,002 | $13.2M | 0.22% | −200−0.3% | Reduced |
| Northwest & Ethical Investments L.P. | 56,948 | $13.2M | 0.38% | −877−1.5% | Reduced |
| Carret Asset Management, LLC | 56,919 | $13.2M | 1.54% | −600−1.0% | Reduced |
| GDS Wealth Management | 56,778 | $13.1M | 1.44% | +4,249+8.1% | Added |
| HB Wealth Management, LLC | 56,148 | $13.0M | 0.15% | +657+1.2% | Added |
| Diversified Trust Co | 56,004 | $13.0M | 0.37% | −5,821−9.4% | Reduced |
| Capital Fund Management S.A. | 55,911 | $12.9M | 0.15% | +55,911 | New |
| Perigon Wealth Management, LLC | 55,885 | $12.9M | 0.38% | +1,223+2.2% | Added |
| Nomura Holdings Inc | 55,622 | $12.9M | 0.08% | −175,767−76.0% | Reduced |
| Private Advisor Group, LLC | 55,316 | $12.8M | 0.09% | +943+1.7% | Added |
| Narwhal Capital Management | 54,994 | $12.7M | 1.20% | −4,229−7.1% | Reduced |
| Marsico Capital Management LLC | 54,925 | $12.7M | 0.38% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 54,528 | $12.6M | 0.10% | +16,712+44.2% | Added |
| Stansberry Asset Management, LLC | 54,315 | $12.6M | 1.65% | +15,961+41.6% | Added |
| Prime Capital Investment Advisors, LLC | 54,079 | $12.5M | 0.19% | −6,311−10.5% | Reduced |
| Redwood Grove Capital, LLC | 53,529 | $12.4M | 3.88% | +2,870+5.7% | Added |
| Davenport & Co LLC | 53,154 | $12.3M | 0.08% | −5,784−9.8% | Reduced |
| Calamos Wealth Management LLC | 53,118 | $12.3M | 0.66% | +1,302+2.5% | Added |
| Cubist Systematic Strategies, LLC | 52,992 | $12.3M | 0.21% | +45,368+595.1% | Added |
| Intech Investment Management LLC | 52,957 | $12.3M | 0.15% | +32,287+156.2% | Added |
| Chemistry Wealth Management LLC | 52,075 | $12.1M | 3.11% | +1,528+3.0% | Added |
| Griffin Asset Management, Inc. | 51,908 | $12.0M | 1.39% | −5,227−9.1% | Reduced |
| Sandy Spring Bank | 51,902 | $12.0M | 0.53% | −698−1.3% | Reduced |
| Argent Trust Co | 51,895 | $12.0M | 0.53% | −1,540−2.9% | Reduced |
| Eagle Rock Investment Company, LLC | 51,767 | $12.0M | 2.17% | −336−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 50,523 | $11.7M | 0.27% | −2,746−5.2% | Reduced |
| Perennial Advisors, LLC | 50,419 | $11.7M | 2.62% | −265−0.5% | Reduced |
| 2Xideas AG | 49,285 | $11.4M | 1.42% | −4,495−8.4% | Reduced |
| Laffer Tengler Investments | 49,198 | $11.4M | 2.46% | +6,490+15.2% | Added |
| Searle & Co. | 48,894 | $11.3M | 2.65% | +7,537+18.2% | Added |
| Sky Investment Group LLC | 48,872 | $11.3M | 2.16% | −1,222−2.4% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $11.3M | 2.31% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 48,802 | $11.3M | 4.75% | −2,547−5.0% | Reduced |
| Oregon Public Employees Retirement Fund | 48,793 | $11.3M | 0.22% | −126−0.3% | Reduced |
| Oppenheimer & Co Inc | 48,784 | $11.3M | 0.18% | −2,091−4.1% | Reduced |
| Klingenstein Fields & Co LP | 48,512 | $11.2M | 0.47% | −48,999−50.2% | Reduced |
| Atria Investments LLC | 47,605 | $11.0M | 0.14% | −4,712−9.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 47,464 | $11.0M | 0.27% | −10,676−18.4% | Reduced |
| Van Eck Associates Corp | 47,333 | $11.0M | 0.02% | −1,941−3.9% | Reduced |
| Davy Global Fund Management Ltd | 47,246 | $10.9M | 1.25% | −1,204−2.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 47,135 | $10.9M | 2.69% | −12,985−21.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 47,063 | $10.9M | 0.02% | −5,660−10.7% | Reduced |
| Gulf International Bank (UK) Ltd | 46,933 | $10.9M | 0.27% | −2,635−5.3% | Reduced |
| Neville Rodie & Shaw Inc | 46,772 | $10.8M | 0.82% | −175−0.4% | Reduced |
| Clearstead Advisors, LLC | 46,322 | $10.7M | 0.18% | +16,764+56.7% | Added |
| Fishman Jay A Ltd | 46,295 | $10.7M | 1.13% | +10,335+28.7% | Added |
| Greystone Financial Group, LLC | 45,785 | $10.6M | 2.07% | +2,572+6.0% | Added |
| HRT Financial LP | 45,697 | $10.6M | 0.06% | −298,407−86.7% | Reduced |
| Sienna Gestion | 45,170 | $10.5M | 0.93% | −321−0.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 44,910 | $10.4M | 0.36% | +3,095+7.4% | Added |
| M. Kulyk & Associates, LLC | 44,824 | $10.4M | 2.41% | +2,150+5.0% | Added |
| Congress Wealth Management LLC | 44,651 | $10.3M | 0.16% | +41,173+1,183.8% | Added |
| Fulton Breakefield Broenniman LLC | 44,541 | $10.3M | 0.76% | +42,793+2,448.1% | Added |
| Kinneret Advisory, LLC | 44,318 | $10.3M | 0.98% | +659+1.5% | Added |
| Maryland State Retirement & Pension System | 44,256 | $10.2M | 0.19% | −1,292−2.8% | Reduced |
| Illinois Municipal Retirement Fund | 44,175 | $10.2M | 0.16% | −1,649−3.6% | Reduced |
| Atria Wealth Solutions, Inc. | 43,817 | $10.1M | 0.11% | −10,756−19.7% | Reduced |
| Mizuho Securities USA LLC | 43,814 | $10.1M | 0.22% | +43,814 | New |
| Martin Investment Management, LLC | 43,793 | $10.1M | 2.60% | −1,640−3.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 43,070 | $9.97M | 0.44% | +260+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 43,014 | $9.96M | 0.40% | +534+1.3% | Added |
| Holocene Advisors, LP | 43,011 | $9.96M | 0.04% | −20,783−32.6% | Reduced |
| Kentucky Retirement Systems | 42,821 | $9.92M | 0.29% | −608−1.4% | Reduced |
| Polar Capital Holdings Plc | 42,749 | $9.90M | 0.06% | −10,689−20.0% | Reduced |
| NFC Investments, LLC | 42,617 | $9.87M | 2.83% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 42,380 | $9.81M | 1.23% | −487−1.1% | Reduced |
| Mirova | 41,957 | $9.72M | 1.78% | +960+2.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 41,472 | $9.60M | 2.89% | −5,248−11.2% | Reduced |
| Grimes & Company, Inc. | 41,384 | $9.58M | 0.29% | −9,776−19.1% | Reduced |
| Buckingham Capital Management, Inc. | 41,384 | $9.58M | 1.15% | +4,833+13.2% | Added |
| Brown Brothers Harriman & Co | 41,019 | $9.50M | 0.07% | −321−0.8% | Reduced |
| Radnor Capital Management, LLC | 40,874 | $9.46M | 2.89% | +1,230+3.1% | Added |
| WoodTrust Financial Corp | 40,796 | $9.45M | 1.47% | −436−1.1% | Reduced |
| Pacer Advisors, Inc. | 40,554 | $9.39M | 0.02% | +1,754+4.5% | Added |
| Acadian Asset Management LLC | 40,492 | $9.37M | 0.03% | +32,451+403.6% | Added |
| MBB Public Markets I LLC | 40,388 | $9.35M | 0.19% | +40,388 | New |
| Ironwood Investment Counsel, LLC | 40,300 | $9.33M | 1.67% | −606−1.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 40,086 | $9.28M | 0.15% | −1,971−4.7% | Reduced |
| Bessemer Group Inc | 40,071 | $9.28M | 0.02% | +577+1.5% | Added |
| Warren Averett Asset Management, LLC | 39,957 | $9.25M | 0.18% | +7,131+21.7% | Added |
| Shelter Mutual Insurance Co | 39,885 | $9.24M | 2.40% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 39,884 | $9.24M | 0.86% | −27,773−41.0% | Reduced |
| Family Capital Trust Co | 39,793 | $9.21M | 3.01% | −1,802−4.3% | Reduced |
| Kestra Private Wealth Services, LLC | 39,749 | $9.20M | 0.18% | +687+1.8% | Added |
| Silicon Valley Capital Partners | 39,737 | $9.20M | 1.27% | +2,663+7.2% | Added |
| Jacobs & Co | 39,705 | $9.19M | 0.96% | −778−1.9% | Reduced |
| ING Groep NV | 39,685 | $9.19M | 0.05% | −1,320−3.2% | Reduced |
| Independent Advisor Alliance | 39,370 | $9.12M | 0.31% | +4,649+13.4% | Added |
| Highland Capital Management, LLC | 39,088 | $9.05M | 0.53% | +3,980+11.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 38,681 | $8.96M | 6.62% | −1,398−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 38,544 | $8.92M | 0.15% | −26,657−40.9% | Reduced |
| Strategic Wealth Designers | 38,155 | $8.92M | 1.13% | +38,155 | New |