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 |
|---|---|---|---|---|---|
| Mirova | 41,957 | $11.4M | 1.97% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 42,112 | $11.4M | 1.31% | +728+1.8% | Added |
| Van Cleef Asset Management,Inc | 42,119 | $11.4M | 1.27% | −261−0.6% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $11.4M | 2.73% | 00.0% | Unchanged |
| NFC Investments, LLC | 42,607 | $11.6M | 3.32% | −100.0% | Reduced |
| Northwest & Ethical Investments L.P. | 42,750 | $11.6M | 0.31% | −14,198−24.9% | Reduced |
| Kestra Private Wealth Services, LLC | 42,757 | $11.6M | 0.21% | +3,008+7.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 43,123 | $11.7M | 0.45% | +109+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,464 | $11.8M | 0.30% | −4,000−8.4% | Reduced |
| Kinneret Advisory, LLC | 43,745 | $11.9M | 1.09% | −573−1.3% | Reduced |
| Financial Avengers, Inc. | 43,816 | $11.9M | 5.85% | +43,816 | New |
| JPB Foundation | 43,851 | $11.9M | 1.26% | −67,000−60.4% | Reduced |
| La Banque Postale Asset Management SA | 44,168 | $12.0M | 0.18% | −17,766−28.7% | Reduced |
| Illinois Municipal Retirement Fund | 44,175 | $12.0M | 0.17% | 00.0% | Unchanged |
| Toroso Investments, LLC | 44,390 | $12.0M | 0.13% | +16,321+58.1% | Added |
| Neville Rodie & Shaw Inc | 44,580 | $12.1M | 0.89% | −2,192−4.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 44,857 | $12.2M | 0.85% | +316+0.7% | Added |
| Gulf International Bank (UK) Ltd | 44,874 | $12.2M | 0.31% | −2,059−4.4% | Reduced |
| Oppenheimer & Co Inc | 45,050 | $12.2M | 0.19% | −3,734−7.7% | Reduced |
| M. Kulyk & Associates, LLC | 45,126 | $12.2M | 2.46% | +302+0.7% | Added |
| Davy Global Fund Management Ltd | 45,289 | $12.3M | 1.28% | −1,957−4.1% | Reduced |
| Radnor Capital Management, LLC | 45,919 | $12.5M | 1.85% | +5,045+12.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 46,164 | $12.5M | 0.40% | +1,254+2.8% | Added |
| Clearstead Advisors, LLC | 46,935 | $12.7M | 0.20% | +613+1.3% | Added |
| Ibex Wealth Advisors | 69,072 | $12.9M | 4.14% | +61,662+832.1% | Added |
| Van Eck Associates Corp | 47,545 | $12.9M | 0.02% | +212+0.4% | Added |
| Fishman Jay A Ltd | 47,622 | $12.9M | 1.28% | +1,327+2.9% | Added |
| Tower Research Capital LLC (TRC) | 48,043 | $13.0M | 0.34% | +9,499+24.6% | Added |
| Oregon Public Employees Retirement Fund | 48,056 | $13.0M | 0.24% | −737−1.5% | Reduced |
| Klingenstein Fields & Co LP | 48,222 | $13.1M | 0.52% | −290−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 48,536 | $13.2M | 1.46% | +1,999+4.3% | Added |
| Sky Investment Group LLC | 48,804 | $13.2M | 2.38% | −68−0.1% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $13.2M | 2.57% | 00.0% | Unchanged |
| Atria Investments LLC | 49,021 | $13.3M | 0.17% | +1,416+3.0% | Added |
| Greystone Financial Group, LLC | 49,396 | $13.4M | 2.39% | +3,611+7.9% | Added |
| Clifford Capital Partners LLC | 49,455 | $13.4M | 2.67% | −24,377−33.0% | Reduced |
| Univest Financial Corp | 49,474 | $13.4M | 0.88% | +31,639+177.4% | Added |
| Laffer Tengler Investments | 49,702 | $13.5M | 2.73% | +504+1.0% | Added |
| APG Asset Management N.V. | 55,720 | $13.5M | 0.09% | −72,968−56.7% | Reduced |
| Argent Trust Co | 50,740 | $13.8M | 0.57% | −1,155−2.2% | Reduced |
| Narwhal Capital Management | 51,031 | $13.8M | 1.25% | −3,963−7.2% | Reduced |
| Eagle Rock Investment Company, LLC | 51,259 | $13.9M | 2.33% | −508−1.0% | Reduced |
| Griffin Asset Management, Inc. | 51,285 | $13.9M | 1.56% | −623−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 51,367 | $13.9M | 0.74% | +16,376+46.8% | Added |
| Sandy Spring Bank | 51,886 | $14.1M | 0.58% | −160.0% | Reduced |
| Chemistry Wealth Management LLC | 52,051 | $14.1M | 3.38% | −240.0% | Reduced |
| Diversified Trust Co | 52,258 | $14.2M | 0.36% | −3,746−6.7% | Reduced |
| Willis Investment Counsel | 52,622 | $14.3M | 0.93% | −14,861−22.0% | Reduced |
| Calamos Wealth Management LLC | 53,022 | $14.4M | 0.74% | −96−0.2% | Reduced |
| Davenport & Co LLC | 53,128 | $14.4M | 0.08% | −260.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,190 | $14.4M | 0.07% | +53,190 | New |
| Gradient Investments LLC | 53,955 | $14.6M | 0.30% | −16,864−23.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 54,200 | $14.7M | 0.21% | +121+0.2% | Added |
| Sienna Gestion | 54,658 | $14.8M | 0.99% | +9,488+21.0% | Added |
| Elo Mutual Pension Insurance Co | 54,708 | $14.8M | 0.32% | +4,185+8.3% | Added |
| Perigon Wealth Management, LLC | 54,763 | $14.9M | 0.40% | −1,122−2.0% | Reduced |
| Tocqueville Asset Management L.P. | 54,847 | $14.9M | 0.23% | −2,155−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 55,053 | $14.9M | 0.02% | +7,990+17.0% | Added |
| Private Advisor Group, LLC | 55,723 | $15.1M | 0.09% | +407+0.7% | Added |
| Nippon Life Global Investors Americas, Inc. | 56,290 | $15.3M | 0.66% | +13,220+30.7% | Added |
| Mackenzie Financial Corp | 56,295 | $15.3M | 0.02% | −2,727−4.6% | Reduced |
| Bridgewater Associates, LP | 56,476 | $15.3M | 0.09% | +52,050+1,176.0% | Added |
| Carret Asset Management, LLC | 56,705 | $15.4M | 1.67% | −214−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 56,993 | $15.5M | 0.71% | −895−1.5% | Reduced |
| Silvercrest Asset Management Group LLC | 57,294 | $15.5M | 0.11% | −2,367−4.0% | Reduced |
| HB Wealth Management, LLC | 57,563 | $15.6M | 0.17% | +1,415+2.5% | Added |
| Choate Investment Advisors | 57,779 | $15.7M | 0.40% | −2,793−4.6% | Reduced |
| Ethic Inc. | 69,362 | $15.8M | 0.40% | −3,596−4.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 58,290 | $15.8M | 1.05% | −342−0.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 58,724 | $15.9M | 3.03% | −532−0.9% | Reduced |
| Kempen Capital Management N.V. | 59,255 | $16.1M | 0.16% | −136−0.2% | Reduced |
| Rice Partnership, LLC | 59,769 | $16.2M | 3.26% | +974+1.7% | Added |
| GDS Wealth Management | 60,237 | $16.3M | 1.59% | +3,459+6.1% | Added |
| Cullinan Associates Inc | 61,148 | $16.5M | 0.93% | −3,914−6.0% | Reduced |
| Anchor Capital Advisors LLC | 61,409 | $16.7M | 0.44% | −868−1.4% | Reduced |
| Achmea Investment Management B.V. | 61,951 | $16.8M | 0.28% | +59,472+2,399.0% | Added |
| Sprucegrove Investment Management Ltd | 62,197 | $16.9M | 0.94% | −300−0.5% | Reduced |
| Wealthfront Advisers LLC | 62,696 | $17.0M | 0.05% | +3,071+5.2% | Added |
| Redwood Grove Capital, LLC | 62,780 | $17.0M | 4.62% | +9,251+17.3% | Added |
| Equitable Trust Co | 62,963 | $17.1M | 1.10% | −5,568−8.1% | Reduced |
| Peapack Gladstone Financial Corp | 63,276 | $17.2M | 0.25% | +5,476+9.5% | Added |
| Shayne & Co., LLC | 64,082 | $17.4M | 4.36% | −220−0.3% | Reduced |
| GM Advisory Group, Inc. | 64,450 | $17.5M | 1.05% | +100.0% | Added |
| MAI Capital Management | 64,476 | $17.5M | 0.17% | −714−1.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 65,515 | $17.8M | 3.21% | −617−0.9% | Reduced |
| Wesleyan Assurance Society | 65,900 | $17.9M | 1.42% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 65,997 | $17.9M | 0.89% | +101+0.2% | Added |
| Connors Investor Services Inc | 66,153 | $17.9M | 1.73% | −294−0.4% | Reduced |
| Torray LLC | 66,250 | $18.0M | 2.51% | +1,225+1.9% | Added |
| United Services Automobile Association | 66,800 | $18.1M | 0.46% | −26,558−28.4% | Reduced |
| Abn Amro Investment Solutions | 66,906 | $18.1M | 0.32% | −1,485−2.2% | Reduced |
| Assetmark, Inc | 67,025 | $18.2M | 0.05% | +4,180+6.7% | Added |
| Payden & Rygel | 67,300 | $18.3M | 1.41% | +300+0.4% | Added |
| Lido Advisors, LLC | 68,138 | $18.5M | 0.14% | +33,377+96.0% | Added |
| State of Alaska, Department of Revenue | 68,361 | $18.5M | 0.20% | −160−0.2% | Reduced |
| JustInvest LLC | 68,589 | $18.6M | 0.30% | +5,855+9.3% | Added |
| Parthenon LLC | 68,840 | $18.7M | 2.23% | +100+0.1% | Added |
| Whittier Trust Co | 68,869 | $18.7M | 0.25% | −1,007−1.4% | Reduced |
| Mutual of America Capital Management LLC | 69,161 | $18.8M | 0.20% | −2,501−3.5% | Reduced |
| Congress Wealth Management LLC | 69,557 | $18.9M | 0.25% | +24,906+55.8% | Added |