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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.

Q3 2024 vs. Q2 2024

How the institutions holding American Express Co changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of AXP: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2,349262,459+136
Shares603.7M42.6M593.4M+32.3M (+5.7%)
Value$139.8B$9.86B$160.6B+$30.7B (+23.6%)

26 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (230)

Institutions that held American Express Co at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 230 by value.

Institutions new to AXP in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.42,527,628$11.5B0.24%
Zacks Investment Management201,950$54.8M0.48%
Delta Global Management LP161,885$43.9M2.95%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund97,663$26.5M0.27%
B. Metzler seel. Sohn & Co. Holding AG72,637$19.7M0.20%
Connor, Clark & Lunn Investment Management Ltd.53,190$14.4M0.07%
Financial Avengers, Inc.43,816$11.9M5.85%
Contravisory Investment Management, Inc.30,032$8.14M1.74%
Argent Financial Group, Inc.29,130$7.90M0.94%
Moran Wealth Management, LLC23,854$6.47M0.20%
Graham Capital Management, L.P.23,322$6.32M0.21%
Bretton Capital Management, LLC23,100$6.26M5.98%
ExodusPoint Capital Management, LP22,534$6.11M0.06%
Oddo BHF Asset Management SAS21,015$5.70M0.28%
Impact Asset Management GmbH20,550$5.57M2.14%
Shell Asset Management Co19,227$5.21M0.23%
CoreCap Advisors, LLC18,544$5.03M0.24%
Weiss Asset Management LP18,092$4.91M0.12%
Ghe, LLC16,574$4.50M1.68%
Lee Johnson Capital Management, LLC15,820$4.29M2.21%
Catalyst Capital Advisors LLC15,101$4.10M0.09%
Teachers Insurance & Annuity Association of America13,535$3.67M5.61%
Alight Capital Management LP12,400$3.36M1.21%
Penn Davis McFarland Inc10,852$2.94M0.33%
Peak Financial Advisors LLC10,836$2.94M1.51%
Sterling Capital Management LLC9,978$2.71M0.03%
Evoke Wealth, LLC9,573$2.60M0.07%
Mindset Wealth Management, LLC9,105$2.47M1.02%
Jackson Wealth Management, LLC8,405$2.28M0.27%
Seven Eight Capital, LP8,193$2.22M0.20%
Aster Capital Management (DIFC) Ltd7,320$1.99M0.43%
Trexquant Investment LP7,271$1.97M0.02%
B&L Asset Management LLC5,994$1.63M1.03%
44 Wealth Management LLC5,895$1.60M0.56%
Brophy Wealth Management, LLC5,652$1.53M0.55%
Alpine Bank Wealth Management5,445$1.48M0.24%
Signal Advisors Wealth, LLC5,434$1.47M0.21%
Fortis Capital Advisors, LLC4,925$1.34M0.45%
Virtu Financial LLC4,781$1.30M0.07%
Pflug Koory, LLC4,679$1.27M0.62%
Landscape Capital Management, L.L.C.4,334$1.18M0.12%
WBI Investments4,310$1.17M0.28%
Promethium Advisors,llc4,226$1.15M0.81%
CWA Asset Management Group, LLC4,225$1.15M0.06%
Scientech Research LLC4,150$1.13M0.22%
Cantor Fitzgerald Investment Adviser L.P.3,978$1.08M0.07%
Unigestion Holding SA3,802$1.03M0.05%
Souders Financial Advisors3,792$1.03M0.14%
Numerai GP LLC3,765$1.02M0.27%
Inceptionr LLC3,723$1.01M0.25%
Howard Capital Management Inc.3,581$971.2K0.02%
Empirical Asset Management, LLC3,557$964.8K0.34%
Meridian Wealth Management, LLC3,517$953.8K0.05%
Amica Retiree Medical Trust3,442$933.0K0.77%
Shay Capital LLC3,425$928.9K0.27%
OmniStar Financial Group, Inc.3,402$924.4K0.69%
Watts Gwilliam & Co., LLC3,407$916.8K0.20%
Ocean Capital Management, LLC3,260$884.1K0.21%
Wellington Wealth Strategies, LLC.3,207$866.1K0.66%
Elyxium Wealth, LLC3,188$864.6K0.48%
Advisor Resource Council3,006$815.2K0.37%
Catalytic Wealth RIA, LLC2,810$762.1K0.13%
Weatherly Asset Management L. P.2,542$689.4K0.06%
Keystone Wealth Services, LLC2,401$651.2K0.18%
WMG Financial Advisors, LLC2,370$642.7K0.29%
Sharkey, Howes & Javer2,337$633.8K0.09%
Colonial River Wealth Management, LLC2,326$630.8K0.31%
Blueshift Asset Management, LLC2,290$621.0K0.15%
Aviso Wealth Management2,195$595.3K0.32%
Camden National Bank2,110$572.2K0.08%
Dark Forest Capital Management LP2,102$570.1K0.07%
Philip James Wealth Mangement, LLC2,100$569.5K0.07%
Legacy Capital Group California, Inc.2,068$560.8K0.19%
Waterloo Capital, L.P.1,989$539.3K0.06%
Sierra Capital LLC1,960$532.0K0.06%
Beck Bode, LLC1,940$526.0K0.10%
Stanley-Laman Group, Ltd.1,936$525.0K0.07%
Calton & Associates, Inc.1,912$518.5K0.20%
Diversified Enterprises, LLC1,900$515.2K0.06%
Avidian Wealth Solutions, LLC1,786$484.5K0.02%
Copley Financial Group, Inc.1,743$472.7K0.43%
Objective Capital Management, LLC1,736$470.7K0.28%
Sageworth Trust Co1,550$420.4K0.03%
Tower Wealth Partners, Inc.1,541$417.9K0.24%
ICONIQ Capital, LLC1,491$404.4K0.01%
Wolverine Trading, LLC1,480$401.2K0.01%
Oxford Asset Management LLP1,476$400.3K0.33%
Private Portfolio Partners LLC1,471$398.9K0.07%
Enclave Advisors LLC1,462$396.5K0.07%
Wellspring Financial Advisors, LLC1,461$396.3K0.05%
Good Life Advisors, LLC1,427$386.9K0.02%
Retirement Planning Group1,379$373.9K0.02%
Vigilare Wealth Management1,346$365.0K0.15%
Safeguard Financial, LLC1,309$355.1K0.08%
Nwam LLC1,296$351.6K0.02%
Mainstream Capital Management LLC1,286$348.8K0.30%
Brass Tax Wealth Management, Inc1,239$336.0K0.07%
Vishria Bird Financial Group, LLC1,197$325.0K0.12%
Stegent Equity Advisors, Inc.1,178$319.5K0.35%
Ashton Thomas Securities, LLC1,163$315.4K0.06%

Sold out (94)

Institutions that held American Express Co at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of AXP in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Clear Street LLC425,000$98.4M
Parnassus Investments369,561$85.6M
Renaissance Technologies LLC276,026$63.9M
Public Employees Retirement System of Ohio258,606$59.9M
Prana Capital Management, LP143,735$33.3M
Quadrature Capital Ltd142,484$33.0M
Voloridge Investment Management, LLC136,655$31.6M
Sanctuary Advisors, LLC115,293$27.2M
Danica Pension, Livsforsikringsaktieselskab103,539$24.0M
Point72 Asset Management, L.P.74,742$17.3M
Worldquant Millennium Advisors LLC72,690$16.8M
Capital Fund Management S.A.55,911$12.9M
Cubist Systematic Strategies, LLC52,992$12.3M
Claudia M.P. Batlle, CRP (R) LLC41,472$9.60M
BI Asset Management Fondsmaeglerselskab A/S40,086$9.28M
Strategic Financial Concepts, LLC85,396$7.42M
FORA Capital, LLC31,639$7.33M
Point72 (DIFC) Ltd31,441$7.28M
Point72 Asia (Singapore) Pte. Ltd.23,961$5.55M
Interval Partners, LP21,294$4.93M
CAPROCK Group, Inc.18,691$4.33M
Quantitative Investment Management, LLC18,295$4.24M
Valicenti Advisory Services Inc15,605$3.61M
BCJ Capital Management, LLC14,336$3.32M
Boston Private Wealth LLC13,933$3.23M
Wolverine Asset Management LLC9,721$2.25M
Entropy Technologies, LP9,484$2.20M
Retireful, LLC9,229$2.14M
PKO Investment Management Joint-Stock Co8,753$2.03M
Lecap Asset Management Ltd8,064$1.87M
Alpha DNA Investment Management LLC7,956$1.84M
Occudo Quantitative Strategies LP7,745$1.79M
Tredje AP-fonden6,406$1.48M
Laurion Capital Management LP5,310$1.23M
Mittelman Wealth Management5,229$1.21M
Y-Intercept (Hong Kong) Ltd5,201$1.20M
M Holdings Securities, Inc.5,136$1.19M
3Chopt Investment Partners, LLC4,753$1.10M
Petrus Trust Company, LTA4,008$928.1K
Jefferies Financial Group Inc.3,900$903.0K
Symmetry Partners, LLC3,718$861.0K
Two Sigma Advisers, LP3,700$856.7K
Quadrant Private Wealth Management, LLC3,376$781.7K
Aigen Investment Management, LP3,113$720.8K
Authentikos Wealth Advisory, LLC3,000$694.6K
XR Securities LLC2,922$676.6K
Hillsdale Investment Management Inc.2,700$625.2K
Charles Schwab Trust Co2,379$550.9K
Allstate Corp2,332$540.0K
Skye Global Management LP2,100$486.3K
Axq Capital, LP2,085$482.8K
Sherbrooke Park Advisers LLC2,041$472.6K
Headlands Technologies LLC1,910$442.3K
SYSTM Wealth Solutions LLC1,807$418.4K
Sax Wealth Advisors, LLC1,453$336.5K
Newbridge Financial Services Group, Inc.1,405$325.3K
Duff & Phelps Investment Management Co1,313$304.0K
Bayesian Capital Management, LP1,300$301.0K
Fenimore Asset Management Inc1,105$255.9K
Quantbot Technologies LP1,070$247.8K
Campbell & CO Investment Adviser LLC1,068$247.3K
Capasso Planning Partners LLC1,067$247.2K
Rosenbaum Jay D.1,063$246.1K
AJOVista, LLC1,048$242.7K
Keebeck Alpha, LP1,047$242.4K
Marshall Wace, LLP1,000$231.6K
One + One Wealth Management, LLC1,000$231.6K
Mill Creek Capital Advisors, LLC947$219.3K
Archetype Wealth Partners927$215.0K
Driehaus Capital Management LLC924$214.0K
Marietta Wealth Management, LLC900$208.4K
Allied Investment Advisors, LLC900$208.4K
Kellett Schaffner Wealth Advisors LLC898$207.8K
Gunn & Co Investment Management, Inc.874$202.3K
Unique Wealth Strategies, LLC829$188.7K
Register Financial Advisors LLC521$120.7K
Mosaic Financial Group, LLC509$118.0K
CSS LLC500$115.8K
SWS Partners333$77.2K
Mizuho Securities Co. Ltd.320$74.1K
POM Investment Strategies, LLC183$42.4K
Scarborough Advisors, LLC145$33.6K
Front Row Advisors LLC98$22.7K
Wetzel Investment Advisors, Inc.80$18.3K
Cypress Capital, LLC69$16.0K
Fairway Wealth LLC39$9.03K
Elequin Capital LP38$8.80K
Triad Wealth Partners, LLC36$8.35K
Timber Creek Capital Management LLC35$8.10K
Dixon Mitchell Investment Counsel Inc.35$8.10K
Lynx Investment Advisory12$2.78K
Thomas J. Herzfeld Advisors, Inc.10$2.32K
Redwood Wealth Management Group, LLC9$2.08K
Strengthening Families & Communities, LLC8$2.00K

Not filed for Q3 2024 yet (26)

Institutions that held American Express Co at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.41,897,299$9.70B
Global Frontier Investments LLC197,215$45.7M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)94,663$21.9M
Payden & Rygel Investment Group67,000$15.5M
Ofi Invest Asset Management61,975$13.4M
Perennial Advisors, LLC50,419$11.7M
Bradley & Co. Private Wealth Management, LLC38,681$8.96M
Girard Partners Ltd.36,391$8.43M
Buckingham Strategic Wealth, LLC32,415$7.51M
Heritage Trust Co29,946$6.93M
Benjamin F. Edwards & Company, Inc.26,607$6.16M
Hyman Charles D9,043$2.09M
Karpas Strategies, LLC7,600$1.76M
Gratus Capital LLC7,427$1.72M
Relative Value Partners Group, LLC6,553$1.52M
Hall Capital Management Co Inc5,646$1.31M
Private Ocean, LLC3,921$908.0K
Hoylecohen, LLC3,040$704.0K
Abbrea Capital, LLC2,837$657.0K
Greylin Investment Mangement Inc2,100$486.3K
Levy Wealth Management Group, LLC1,504$348.2K
Arden Trust Co1,297$300.3K
ICA Group Wealth Management, LLC250$57.9K
Institutional & Family Asset Management, LLC239$55.5K
Custom Portfolio Group LLC156$36.1K
JJJ Advisors Inc.91$21.1K