Skip to main content

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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.

13F holders, Q3 2024

Institutional positions in American Express Co as of Sep 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
2,459
+137 vs. Q2 2024
Shares held
609.1M
+30.5M (+5.3%) vs. Q2 2024
Total value
$164.8B
+$30.9B (+23.1%) vs. Q2 2024
New holders
231
882 more added
Sold out
94
901 more reduced

26 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 2,459 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,878 institutionsQ4 2021: 2,004 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,625 institutionsQ2 2025: 2,718 institutionsQ3 2025: 2,757 institutionsQ4 2025: 3,042 institutionsQ1 2026: 2,911 institutionsQ2 2026: 3,020 institutions
Value heldQ3 2024: $164.8B
Q1 2021: $96.6BQ2 2021: $157.7BQ3 2021: $111.2BQ4 2021: $106.7BQ1 2022: $120.3BQ2 2022: $88.2BQ3 2022: $85.9BQ4 2022: $92.7BQ1 2023: $104.3BQ2 2023: $108.2BQ3 2023: $91.5BQ4 2023: $120.4BQ1 2024: $149.3BQ2 2024: $143.8BQ3 2024: $164.8BQ4 2024: $177.6BQ1 2025: $160.7BQ2 2025: $190.6BQ3 2025: $201.0BQ4 2025: $217.7BQ1 2026: $174.9BQ2 2026: $195.8B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,020$195.8B
Q1 20262,911$174.9B
Q4 20253,042$217.7B
Q3 20252,757$201.0B
Q2 20252,718$190.6B
Q1 20252,625$160.7B
Q4 20242,642$177.6B
Q3 20242,459$164.8B
Q2 20242,348$143.8B
Q1 20242,315$149.3B
Q4 20232,191$120.4B
Q3 20232,003$91.5B
Q2 20232,048$108.2B
Q1 20232,056$104.3B
Q4 20222,008$92.7B
Q3 20221,919$85.9B
Q2 20221,975$88.2B
Q1 20222,067$120.3B
Q4 20212,004$106.7B
Q3 20211,878$111.2B
Q2 20211,851$157.7B
Q1 20211,781$96.6B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2024.

Institutions holding AXP in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway151,610,700$41.1B15.44%00.0%Unchanged
Vanguard Group Inc45,145,384$12.2B0.22%−52,175−0.1%Reduced
BlackRock, Inc.42,527,628$11.5B0.24%+42,527,628New
JPMorgan Chase & Co31,283,436$8.48B0.34%−1,396,454−4.3%Reduced
State Street Corp29,279,243$7.94B0.32%−5,0620.0%Reduced
Wellington Management Group LLP16,073,972$4.36B0.76%−3,033,341−15.9%Reduced
Morgan Stanley13,500,208$3.66B0.27%−133,517−1.0%Reduced
Geode Capital Management, LLC11,483,512$3.10B0.25%+86,100+0.8%Added
FMR LLC11,003,715$2.98B0.18%+866,110+8.5%Added
Price T Rowe Associates Inc9,396,518$2.55B0.29%+260,115+2.8%Added
Massachusetts Financial Services Co9,193,401$2.49B0.75%−365,250−3.8%Reduced
Bank of America Corp8,961,332$2.43B0.21%−561,561−5.9%Reduced
Fisher Asset Management, LLC8,665,409$2.35B0.96%−230,505−2.6%Reduced
Norges Bank6,627,843$1.80B0.25%+261,023+4.1%Added
Northern Trust Corp5,869,324$1.59B0.26%−295,503−4.8%Reduced
Nuveen Asset Management, LLC5,703,311$1.55B0.43%−1,065,138−15.7%Reduced
Invesco Ltd.4,986,241$1.35B0.26%−111,985−2.2%Reduced
Artisan Partners Limited Partnership4,863,701$1.32B1.98%+24,868+0.5%Added
UBS Asset Management Americas Inc4,606,986$1.25B0.32%+239,173+5.5%Added
Bank of New York Mellon Corp4,561,984$1.24B0.23%−136,326−2.9%Reduced
Janus Henderson Group PLC3,960,842$1.07B0.55%+33,193+0.8%Added
Legal & General Group Plc3,910,510$1.06B0.28%−81,417−2.0%Reduced
Charles Schwab Investment Management Inc3,864,152$1.05B0.20%−44,722−1.1%Reduced
Goldman Sachs Group Inc3,814,404$1.03B0.20%−976,221−20.4%Reduced
Capital World Investors3,629,294$984.3M0.15%+3,075+0.1%Added
Rothschild & Co Wealth Management UK Ltd3,261,218$884.4M14.05%−318,884−8.9%Reduced
UBS Group AG3,164,754$858.3M0.24%+337,083+11.9%Added
Alphinity Investment Management Pty Ltd3,079,907$835.3M4.93%+390,612+14.5%Added
Dimensional Fund Advisors LP2,926,085$793.5M0.19%+108,777+3.9%Added
Longview Partners (Guernsey) LTD2,604,686$706.4M4.85%+1120.0%Added
First Eagle Investment Management, LLC2,597,888$704.5M1.45%+7290.0%Added
Ameriprise Financial Inc2,504,582$670.2M0.17%+221,730+9.7%Added
TD Asset Management Inc2,342,420$634.9M0.56%−82,762−3.4%Reduced
Barclays PLC2,160,407$585.9M0.26%−52,286−2.4%Reduced
Deutsche Bank AG2,143,070$581.2M0.24%+52,842+2.5%Added
Boston Partners2,109,771$572.1M0.68%−15,564−0.7%Reduced
HSBC Holdings PLC2,004,329$543.1M0.34%+47,381+2.4%Added
Nordea Investment Management AB1,955,908$526.8M0.60%+56,055+3.0%Added
Amundi1,930,656$519.6M0.19%−110,825−5.4%Reduced
Wells Fargo & Company1,714,308$464.9M0.11%+51,883+3.1%Added
Swiss National Bank1,708,579$463.4M0.30%+3,100+0.2%Added
Sumitomo Mitsui Trust Holdings, Inc.1,682,959$456.4M0.32%+7,676+0.5%Added
Lazard Asset Management LLC1,680,461$455.7M0.61%−1,214,761−42.0%Reduced
Smead Capital Management, Inc.1,629,480$441.9M6.30%+54,958+3.5%Added
Royal Bank of Canada1,522,179$412.8M0.09%−154,367−9.2%Reduced
Beutel, Goodman & Co Ltd.1,451,592$393.7M1.94%−11,820−0.8%Reduced
Sustainable Growth Advisers, LP1,372,188$372.1M1.58%−62,638−4.4%Reduced
California Public Employees Retirement System1,335,349$362.1M0.25%−133,957−9.1%Reduced
Schroder Investment Management Group1,310,511$355.2M0.36%−29,168−2.2%Reduced
Standard Life Aberdeen plc1,270,814$343.4M0.63%+27,859+2.2%Added
Capital Wealth Planning, LLC1,243,855$337.3M3.15%+1,242,743+111,757.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,197,080$324.6M0.35%+60,791+5.3%Added
Barrow Hanley Mewhinney & Strauss LLC1,191,252$323.1M1.06%−29,170−2.4%Reduced
Bank of Montreal1,170,447$317.3M0.15%+122,076+11.6%Added
National Pension Service1,153,099$312.7M0.30%+158,495+15.9%Added
Rhumbline Advisers1,130,104$306.5M0.28%−36,623−3.1%Reduced
First Trust Advisors LP1,092,308$296.2M0.28%−36,473−3.2%Reduced
CI Private Wealth, LLC1,083,267$293.8M0.46%−31,580−2.8%Reduced
Pictet Asset Management Holding SA1,080,577$293.1M0.32%−85,528−7.3%Reduced
The PNC Financial Services Group, Inc.1,076,530$292.0M0.19%−4,333−0.4%Reduced
Capital Research Global Investors1,043,247$282.9M0.06%+357,203+52.1%Added
American Century Companies Inc987,238$267.7M0.16%−180,338−15.4%Reduced
Timucuan Asset Management Inc978,266$265.3M8.05%−10,858−1.1%Reduced
BNP Paribas Arbitrage, SA971,640$263.5M0.26%−35,650−3.5%Reduced
Epoch Investment Partners, Inc.933,728$253.2M1.13%−70,297−7.0%Reduced
California State Teachers Retirement System922,976$250.3M0.29%−5,345−0.6%Reduced
Public Employees Retirement Association of Colorado849,893$230.5M0.91%−1,538−0.2%Reduced
Clearbridge Investments, LLC846,284$229.5M0.18%−2,676−0.3%Reduced
Arrowstreet Capital, Limited Partnership840,652$228.0M0.19%+315,665+60.1%Added
Troy Asset Management Ltd820,843$222.6M7.02%+7,143+0.9%Added
Maj Invest Holding A/S818,204$221.9M5.89%−217,551−21.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main773,528$209.8M0.22%−129,788−14.4%Reduced
Waverton Investment Management Ltd771,384$209.2M3.44%−2,676−0.3%Reduced
Canoe Financial LP748,162$202.8M4.87%−131,638−15.0%Reduced
Raymond James & Associates738,586$200.3M0.12%+64,012+9.5%Added
Blair William & Co732,198$198.6M0.58%−6,301−0.9%Reduced
Canada Pension Plan Investment Board724,613$196.5M0.19%−439,485−37.8%Reduced
Envestnet Asset Management Inc721,679$195.7M0.06%+41,487+6.1%Added
Alliancebernstein L.P.714,003$193.6M0.07%−340,182−32.3%Reduced
National Bank of Canada707,381$191.8M0.26%+300,138+73.7%Added
New York State Common Retirement Fund696,748$189.0M0.26%−101,312−12.7%Reduced
Los Angeles Capital Management LLC683,238$185.3M0.75%−171,018−20.0%Reduced
Korea Investment CORP674,026$182.8M0.43%+7,636+1.1%Added
Natixis Advisors, L.P.669,541$181.6M0.35%−57,036−7.8%Reduced
KBC Group NV664,290$180.2M0.54%−429,593−39.3%Reduced
King Luther Capital Management Corp663,791$180.0M0.77%−1,121−0.2%Reduced
Principal Financial Group Inc653,012$177.1M0.10%+28,371+4.5%Added
Gabelli Funds LLC652,371$176.9M1.28%−66,829−9.3%Reduced
LPL Financial LLC639,199$173.4M0.08%+36,367+6.0%Added
AXA S.A.620,499$168.3M0.50%−1,089,355−63.7%Reduced
Stifel Financial Corp615,554$167.0M0.18%+51,615+9.2%Added
Citigroup Inc597,850$162.1M0.15%−40,190−6.3%Reduced
Macquarie Group Ltd589,845$160.0M0.17%−145,161−19.7%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.588,748$159.7M0.40%+69,360+13.4%Added
Franklin Resources Inc575,969$159.3M0.04%+35,211+6.5%Added
Clark Capital Management Group, Inc.571,614$155.0M1.06%+15,715+2.8%Added
Russell Investments Group, Ltd.568,596$154.2M0.22%+30,691+5.7%Added
HighTower Advisors, LLC563,787$152.9M0.22%+44,931+8.7%Added
Gamco Investors, Inc. Et Al547,713$148.5M1.52%−18,598−3.3%Reduced
Robeco Institutional Asset Management B.V.547,051$148.4M0.29%+10,749+2.0%Added