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, 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
- 593.4M
- +32.3M (+5.7%) vs. Q2 2024
- Total value
- $160.6B
- +$30.7B (+23.6%) vs. Q2 2024
- New holders
- 231
- 885 more added
- Sold out
- 94
- 895 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| L & S Advisors Inc | 28,337 | $7.69M | 0.80% | +3,446+13.8% | Added |
| Boyd Watterson Asset Management LLC | 28,350 | $7.69M | 2.11% | −74−0.3% | Reduced |
| Jane Street Group, LLC | 28,449 | $7.72M | 0.01% | −507,531−94.7% | Reduced |
| Bouvel Investment Partners, LLC | 28,917 | $7.84M | 2.95% | +152+0.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 28,988 | $7.86M | 0.36% | +258+0.9% | Added |
| Argent Financial Group, Inc. | 29,130 | $7.90M | 0.94% | +29,130 | New |
| Amica Mutual Insurance Co | 29,343 | $7.96M | 0.77% | −6,436−18.0% | Reduced |
| TrimTabs Asset Management, LLC | 29,481 | $8.00M | 1.85% | +772+2.7% | Added |
| Atlantic Union Bankshares Corp | 29,502 | $8.00M | 0.46% | −840−2.8% | Reduced |
| Bensler, LLC | 29,575 | $8.02M | 1.01% | +1,454+5.2% | Added |
| Mirabaud Asset Management Ltd | 29,661 | $8.04M | 3.32% | 00.0% | Unchanged |
| Central Trust Co | 29,748 | $8.07M | 0.19% | −3,196−9.7% | Reduced |
| Stratos Wealth Partners, LTD. | 29,873 | $8.10M | 0.12% | −2,532−7.8% | Reduced |
| Castleark Management LLC | 29,905 | $8.11M | 0.33% | −38,070−56.0% | Reduced |
| Contravisory Investment Management, Inc. | 30,032 | $8.14M | 1.74% | +30,032 | New |
| Guggenheim Capital LLC | 30,037 | $8.15M | 0.06% | −6,155−17.0% | Reduced |
| Pavion Blue Capital, LLC | 30,189 | $8.19M | 3.81% | −111−0.4% | Reduced |
| Guardian Capital Advisors LP | 30,577 | $8.21M | 0.81% | −245−0.8% | Reduced |
| DCM Advisors, LLC | 30,330 | $8.23M | 4.14% | +10.0% | Added |
| HighPoint Advisor Group LLC | 30,270 | $8.25M | 0.48% | +1,213+4.2% | Added |
| Shelton Capital Management | 30,608 | $8.30M | 0.21% | +13,702+81.0% | Added |
| Ceera Investments, LLC | 30,708 | $8.33M | 3.14% | −725−2.3% | Reduced |
| Polar Capital Holdings Plc | 30,843 | $8.36M | 0.05% | −11,906−27.9% | Reduced |
| L1 Capital International Pty Ltd | 31,241 | $8.39M | 2.68% | +9,949+46.7% | Added |
| Securian Asset Management, Inc | 31,062 | $8.42M | 0.24% | −1,612−4.9% | Reduced |
| Asset Dedication, LLC | 31,361 | $8.51M | 0.57% | −3,153−9.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 31,452 | $8.52M | 0.16% | +14,530+85.9% | Added |
| Bryn Mawr Trust Co | 31,428 | $8.52M | 0.15% | +23,432+293.0% | Added |
| Wellington Shields Capital Management, LLC | 31,430 | $8.52M | 1.48% | +103+0.3% | Added |
| Legacy Trust | 31,548 | $8.56M | 1.97% | −75−0.2% | Reduced |
| Louisiana State Employees Retirement System | 31,600 | $8.57M | 0.16% | −500−1.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $8.57M | 1.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 31,747 | $8.61M | 2.95% | +480+1.5% | Added |
| Cornerstone Advisors, LLC | 31,800 | $8.62M | 0.34% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 31,847 | $8.64M | 3.39% | 00.0% | Unchanged |
| Ieq Capital, LLC | 31,884 | $8.65M | 0.11% | +3,955+14.2% | Added |
| 1st Source Bank | 31,912 | $8.65M | 0.49% | −755−2.3% | Reduced |
| St Germain D J Co Inc | 31,936 | $8.66M | 0.40% | −547−1.7% | Reduced |
| LB Partners LLC | 32,000 | $8.68M | 7.54% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 32,080 | $8.70M | 0.05% | +7,778+32.0% | Added |
| Banque Cantonale Vaudoise | 32,323 | $8.77M | 0.36% | +743+2.4% | Added |
| Maryland State Retirement & Pension System | 32,351 | $8.77M | 0.18% | −11,905−26.9% | Reduced |
| Optiver Holding B.V. | 32,485 | $8.81M | 0.22% | −31,315−49.1% | Reduced |
| KMG Fiduciary Partners, LLC | 32,748 | $8.88M | 0.77% | −281−0.9% | Reduced |
| D.A. Davidson & Co. | 32,859 | $8.91M | 0.07% | −2,143−6.1% | Reduced |
| Prio Wealth Limited Partnership | 33,113 | $8.98M | 0.26% | −507−1.5% | Reduced |
| Stokes Capital Advisors, LLC | 33,158 | $8.99M | 2.30% | −45−0.1% | Reduced |
| 2Xideas AG | 33,208 | $9.01M | 1.21% | −16,077−32.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,270 | $9.02M | 2.61% | −166−0.5% | Reduced |
| Meeder Asset Management Inc | 33,270 | $9.02M | 0.60% | +30,788+1,240.5% | Added |
| Pacific Global Investment Management CO | 33,460 | $9.07M | 1.64% | −238−0.7% | Reduced |
| SpiderRock Advisors, LLC | 33,623 | $9.12M | 0.20% | +8,116+31.8% | Added |
| Norinchukin Bank, The | 33,952 | $9.21M | 0.22% | +3,692+12.2% | Added |
| Unison Asset Management LLC | 34,004 | $9.22M | 4.38% | −53−0.2% | Reduced |
| Rodgers Brothers Inc. | 34,207 | $9.28M | 1.18% | −30−0.1% | Reduced |
| Meyer Handelman Co | 34,509 | $9.36M | 0.32% | +90.0% | Added |
| SP Asset Management LLC | 34,635 | $9.39M | 0.78% | +68+0.2% | Added |
| Fundamentun, LLC | 34,724 | $9.42M | 0.66% | +1,937+5.9% | Added |
| Thompson Siegel & Walmsley LLC | 34,785 | $9.43M | 0.14% | −150.0% | Reduced |
| Seizert Capital Partners, LLC | 34,883 | $9.46M | 0.43% | −3,588−9.3% | Reduced |
| Fiera Capital Corp | 34,924 | $9.47M | 0.03% | +5,363+18.1% | Added |
| Banyan Capital Management, Inc. | 34,958 | $9.48M | 5.49% | −838−2.3% | Reduced |
| Winslow Asset Management Inc | 35,085 | $9.52M | 1.76% | −190−0.5% | Reduced |
| NWF Advisory Services Inc. | 35,269 | $9.56M | 1.39% | −535−1.5% | Reduced |
| Hartford Investment Management Co | 35,346 | $9.59M | 0.32% | −1,109−3.0% | Reduced |
| Headinvest, LLC | 35,857 | $9.72M | 1.80% | −1,089−2.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,093 | $9.79M | 3.24% | −75−0.2% | Reduced |
| Quantinno Capital Management LP | 36,411 | $9.87M | 0.13% | +6,789+22.9% | Added |
| Mizuho Securities USA LLC | 36,418 | $9.88M | 0.21% | −7,396−16.9% | Reduced |
| Gunderson Capital Management Inc. | 37,087 | $10.1M | 4.26% | +17,347+87.9% | Added |
| Highland Capital Management, LLC | 37,424 | $10.1M | 0.58% | −1,664−4.3% | Reduced |
| Benjamin Edwards Inc | 37,649 | $10.2M | 0.15% | +28,817+326.3% | Added |
| Whittier Trust Co of Nevada Inc | 37,753 | $10.2M | 0.26% | −284−0.7% | Reduced |
| Boston Common Asset Management, LLC | 37,786 | $10.2M | 0.27% | +48+0.1% | Added |
| Jacobs & Co | 38,312 | $10.4M | 1.04% | −1,393−3.5% | Reduced |
| Independent Advisor Alliance | 38,320 | $10.4M | 0.38% | −1,050−2.7% | Reduced |
| Vontobel Holding Ltd. | 39,080 | $10.6M | 0.03% | +3,449+9.7% | Added |
| Kentucky Retirement Systems | 39,126 | $10.6M | 0.31% | −3,695−8.6% | Reduced |
| Warren Averett Asset Management, LLC | 39,380 | $10.7M | 0.20% | −577−1.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 39,439 | $10.7M | 0.94% | −445−1.1% | Reduced |
| Family Capital Trust Co | 39,635 | $10.7M | 3.45% | −158−0.4% | Reduced |
| Ironwood Investment Counsel, LLC | 39,776 | $10.8M | 1.80% | −524−1.3% | Reduced |
| CX Institutional | 39,835 | $10.8M | 0.48% | +34,547+653.3% | Added |
| Stansberry Asset Management, LLC | 39,839 | $10.8M | 1.35% | −14,476−26.7% | Reduced |
| Marex Group plc | 39,940 | $10.8M | 0.25% | −103,139−72.1% | Reduced |
| Atria Wealth Solutions, Inc. | 40,316 | $10.9M | 0.12% | −3,501−8.0% | Reduced |
| Silicon Valley Capital Partners | 40,494 | $11.0M | 1.43% | +757+1.9% | Added |
| TownSquare Capital, LLC | 40,522 | $11.0M | 0.13% | +17,769+78.1% | Added |
| Strategic Wealth Designers | 40,933 | $11.0M | 1.18% | +2,778+7.3% | Added |
| Grimes & Company, Inc. | 40,697 | $11.0M | 0.30% | −687−1.7% | Reduced |
| Bessemer Group Inc | 40,867 | $11.1M | 0.02% | +796+2.0% | Added |
| Martin Investment Management, LLC | 41,100 | $11.1M | 2.73% | −2,693−6.1% | Reduced |
| Savant Capital, LLC | 41,163 | $11.2M | 0.09% | +3,958+10.6% | Added |
| WoodTrust Financial Corp | 41,332 | $11.2M | 1.59% | +536+1.3% | Added |
| NatWest Group plc | 41,373 | $11.2M | 3.32% | +2,963+7.7% | Added |
| AustralianSuper Pty Ltd | 41,413 | $11.2M | 0.06% | +25,062+153.3% | Added |
| Searle & Co. | 41,529 | $11.3M | 2.81% | −7,365−15.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 41,540 | $11.3M | 2.81% | −5,595−11.9% | Reduced |
| Brown Brothers Harriman & Co | 41,569 | $11.3M | 0.08% | +550+1.3% | Added |
| Pacer Advisors, Inc. | 41,652 | $11.3M | 0.02% | +1,098+2.7% | Added |