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, 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
- +136 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
- 230
- 885 more added
- Sold out
- 94
- 896 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 | 3,022 | $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, 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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 194,922 | $52.9M | 1.84% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 192,848 | $52.3M | 5.48% | −15,375−7.4% | Reduced |
| Rafferty Asset Management, LLC | 190,403 | $51.6M | 0.18% | −9,466−4.7% | Reduced |
| GFI Investment Counsel Ltd. | 187,824 | $50.9M | 5.91% | +8,425+4.7% | Added |
| Teachers Retirement System of the State of Kentucky | 187,004 | $50.7M | 0.44% | −27,223−12.7% | Reduced |
| Roffman Miller Associates Inc | 183,492 | $49.8M | 3.04% | −1,575−0.9% | Reduced |
| AQR Capital Management LLC | 184,725 | $49.7M | 0.07% | +75,527+69.2% | Added |
| Border to Coast Pensions Partnership Ltd | 181,754 | $49.1M | 1.00% | −16,099−8.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 180,827 | $49.0M | 0.28% | −2,969−1.6% | Reduced |
| Ninety One UK Ltd | 179,635 | $48.7M | 0.13% | −4,133−2.2% | Reduced |
| ZWJ Investment Counsel Inc | 177,434 | $48.1M | 1.97% | +470.0% | Added |
| Pinebridge Investments, L.P. | 175,925 | $47.7M | 0.36% | +44,598+34.0% | Added |
| Dundas Partners LLP | 174,436 | $47.3M | 3.40% | +6,817+4.1% | Added |
| M&T Bank Corp | 173,950 | $47.2M | 0.16% | −1,022−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 173,317 | $47.0M | 0.11% | +9,867+6.0% | Added |
| Twin Tree Management, LP | 172,168 | $46.7M | 1.09% | +53,956+45.6% | Added |
| Central Securities Corp | 170,000 | $46.1M | 4.47% | −30,000−15.0% | Reduced |
| Voya Investment Management LLC | 169,937 | $46.1M | 0.05% | −63,928−27.3% | Reduced |
| Forsta Ap-Fonden | 169,800 | $46.0M | 0.35% | +12,700+8.1% | Added |
| Heritage Investors Management Corp | 168,986 | $45.8M | 1.53% | −5,494−3.1% | Reduced |
| Johnson Investment Counsel Inc | 168,563 | $45.7M | 0.45% | −7,130−4.1% | Reduced |
| Clarkston Capital Partners, LLC | 167,622 | $45.5M | 0.84% | −3,300−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 167,431 | $45.4M | 0.45% | +1,123+0.7% | Added |
| Pinnacle Financial Partners Inc | 165,664 | $44.9M | 0.90% | +1,106+0.7% | Added |
| Arizona State Retirement System | 165,050 | $44.8M | 0.28% | −1,945−1.2% | Reduced |
| Amussen Hunsaker Associates LLC | 164,163 | $44.5M | 6.88% | +1,717+1.1% | Added |
| Comerica Bank | 163,730 | $44.4M | 0.18% | +11,009+7.2% | Added |
| Lord, Abbett & Co. LLC | 163,547 | $44.4M | 0.14% | −105,396−39.2% | Reduced |
| Corebridge Financial, Inc. | 163,471 | $44.3M | 0.24% | −6,339−3.7% | Reduced |
| Delta Global Management LP | 161,885 | $43.9M | 2.95% | +161,885 | New |
| Creative Planning | 161,031 | $43.7M | 0.04% | +7,328+4.8% | Added |
| J. L. Bainbridge & Co., Inc. | 160,081 | $43.4M | 4.21% | −1,093−0.7% | Reduced |
| Cookson Peirce & Co Inc | 159,878 | $43.4M | 2.03% | +145,603+1,020.0% | Added |
| Cambiar Investors LLC | 158,784 | $43.1M | 1.66% | −2,365−1.5% | Reduced |
| Barr E S & Co | 158,089 | $42.9M | 2.68% | −1,232−0.8% | Reduced |
| Flossbach Von Storch AG | 157,659 | $42.8M | 0.17% | −46,220−22.7% | Reduced |
| Colony Group, LLC | 155,862 | $42.2M | 0.14% | −1,543−1.0% | Reduced |
| MetLife Investment Management | 155,614 | $42.2M | 0.24% | −5,826−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 155,374 | $41.9M | 0.08% | −6,164−3.8% | Reduced |
| State of Michigan Retirement System | 152,977 | $41.5M | 0.21% | −2,600−1.7% | Reduced |
| Todd Asset Management LLC | 151,767 | $41.2M | 0.96% | −34,842−18.7% | Reduced |
| Martingale Asset Management L P | 151,493 | $41.1M | 0.94% | −26,205−14.7% | Reduced |
| Cerity Partners LLC | 150,765 | $40.9M | 0.09% | +29,035+23.9% | Added |
| Captrust Financial Advisors | 148,832 | $40.4M | 0.12% | +4,070+2.8% | Added |
| Baird Financial Group, Inc. | 148,692 | $40.3M | 0.08% | −24,201−14.0% | Reduced |
| Daiwa Securities Group Inc. | 147,573 | $40.0M | 0.18% | +7,258+5.2% | Added |
| Cetera Investment Advisers | 143,887 | $39.0M | 0.09% | +10,081+7.5% | Added |
| Mediolanum International Funds Ltd | 143,167 | $38.7M | 0.54% | +13,428+10.4% | Added |
| Mariner, LLC | 141,341 | $38.3M | 0.07% | +4,326+3.2% | Added |
| Aureus Asset Management, LLC | 140,099 | $38.0M | 2.49% | −23,731−14.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 138,776 | $37.6M | 0.72% | −1,552−1.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 137,271 | $37.2M | 0.51% | −2,808−2.0% | Reduced |
| Bradley Foster & Sargent Inc | 136,490 | $37.0M | 0.62% | −1,869−1.4% | Reduced |
| Huntington National Bank | 136,118 | $36.9M | 0.27% | −2,534−1.8% | Reduced |
| Regions Financial Corp | 133,648 | $36.2M | 0.26% | −1,198−0.9% | Reduced |
| Pinnacle Associates Ltd | 192,814 | $36.1M | 0.62% | +4,570+2.4% | Added |
| Advisors Asset Management, Inc. | 132,198 | $35.9M | 0.66% | −7,078−5.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 130,719 | $35.5M | 2.83% | +665+0.5% | Added |
| Williams Jones Wealth Management, LLC. | 130,055 | $35.3M | 0.41% | −21,267−14.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 129,211 | $35.0M | 0.32% | +27,816+27.4% | Added |
| Commerce Bank | 128,700 | $34.9M | 0.21% | −2,901−2.2% | Reduced |
| Mill Capital Management, LLC | 127,982 | $34.7M | 2.71% | +363+0.3% | Added |
| Varma Mutual Pension Insurance Co | 126,635 | $34.2M | 0.27% | −5,800−4.4% | Reduced |
| Edgar Lomax Co | 125,765 | $34.1M | 2.08% | −1,965−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 124,184 | $33.7M | 0.17% | −24,345−16.4% | Reduced |
| Greatmark Investment Partners, Inc. | 122,756 | $33.3M | 4.51% | −1,917−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,259 | $33.2M | 0.21% | −2,558−2.0% | Reduced |
| Allworth Financial LP | 121,108 | $32.8M | 0.20% | −2,980−2.4% | Reduced |
| Smith Group Asset Management, LLC | 120,186 | $32.6M | 2.70% | +1,633+1.4% | Added |
| Intech Investment Management LLC | 119,999 | $32.5M | 0.36% | +67,042+126.6% | Added |
| HRT Financial LP | 119,894 | $32.5M | 0.16% | +74,197+162.4% | Added |
| IFM Investors Pty Ltd | 119,719 | $32.5M | 0.31% | −1,272−1.1% | Reduced |
| Maple Capital Management, Inc. | 119,636 | $32.4M | 2.47% | +971+0.8% | Added |
| Destination Wealth Management | 119,582 | $32.4M | 1.01% | −3,707−3.0% | Reduced |
| Country Trust Bank | 119,173 | $32.3M | 0.79% | −20,082−14.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 118,909 | $32.2M | 0.15% | −45,836−27.8% | Reduced |
| Chilton Capital Management LLC | 118,558 | $32.2M | 1.34% | −1,249−1.0% | Reduced |
| Qube Research & Technologies Ltd | 117,471 | $31.9M | 0.06% | −624,341−84.2% | Reduced |
| USS Investment Management Ltd | 116,126 | $31.5M | 0.23% | −4,291−3.6% | Reduced |
| Amalgamated Bank | 116,041 | $31.5M | 0.26% | −1,634−1.4% | Reduced |
| QRG Capital Management, Inc. | 115,762 | $31.4M | 0.34% | +40,195+53.2% | Added |
| Clifford Swan Investment Counsel LLC | 115,019 | $31.2M | 1.11% | −892−0.8% | Reduced |
| Czech National Bank | 114,408 | $31.0M | 0.31% | +6,122+5.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 114,365 | $31.0M | 2.60% | −1,930−1.7% | Reduced |
| Balyasny Asset Management LLC | 113,883 | $30.9M | 0.08% | +85,277+298.1% | Added |
| Pathstone Holdings, LLC | 113,245 | $30.7M | 0.14% | +270+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 112,159 | $30.4M | 0.10% | +22,487+25.1% | Added |
| Thomasville National Bank | 110,446 | $30.0M | 2.22% | +1,000+0.9% | Added |
| Factory Mutual Insurance Co | 108,500 | $29.4M | 0.30% | −1,800−1.6% | Reduced |
| Braun Stacey Associates Inc | 107,992 | $29.3M | 1.11% | −733−0.7% | Reduced |
| Capital Investment Advisors, LLC | 106,641 | $28.9M | 0.60% | −4,085−3.7% | Reduced |
| CIBC Asset Management Inc | 106,158 | $28.8M | 0.09% | +4,906+4.8% | Added |
| Paralel Advisors LLC | 105,000 | $28.5M | 1.24% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 103,625 | $28.1M | 5.58% | +4,122+4.1% | Added |
| CBOE Vest Financial, LLC | 102,447 | $27.8M | 0.54% | +6,240+6.5% | Added |
| DnB Asset Management AS | 102,435 | $27.8M | 0.13% | −27,468−21.1% | Reduced |
| UniSuper Management Pty Ltd | 102,274 | $27.7M | 0.21% | +425+0.4% | Added |
| Dana Investment Advisors, Inc. | 101,971 | $27.7M | 0.92% | −8,900−8.0% | Reduced |
| Cresset Asset Management, LLC | 101,867 | $27.6M | 0.11% | +3,361+3.4% | Added |
| AMF Pensionsforsakring AB | 100,833 | $27.4M | 0.20% | 00.0% | Unchanged |