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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 100,676 | $27.3M | 0.39% | −259−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 100,627 | $27.3M | 0.49% | +2,560+2.6% | Added |
| United Capital Financial Advisers, LLC | 100,305 | $27.2M | 0.22% | −1,726−1.7% | Reduced |
| Xponance, Inc. | 100,207 | $27.2M | 0.26% | +130.0% | Added |
| Tweedy, Browne Co LLC | 100,037 | $27.1M | 1.29% | −4,051−3.9% | Reduced |
| Henshaw Capital LLC | 98,805 | $26.8M | 1.12% | +500+0.5% | Added |
| Investment House LLC | 98,787 | $26.8M | 1.45% | +686+0.7% | Added |
| Rheos Capital Works Inc. | 98,700 | $26.8M | 1.40% | +16,000+19.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 98,421 | $26.7M | 0.08% | −1,163,929−92.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,663 | $26.5M | 0.27% | +97,663 | New |
| Andra AP-fonden | 96,148 | $26.1M | 0.38% | −100−0.1% | Reduced |
| British Columbia Investment Management Corp | 96,052 | $26.0M | 0.16% | −14,287−12.9% | Reduced |
| Bragg Financial Advisors, Inc | 95,735 | $26.0M | 1.07% | −1,598−1.6% | Reduced |
| Tiaa Trust, National Association | 95,512 | $25.9M | 0.08% | +2,033+2.2% | Added |
| Quilter Plc | 95,427 | $25.9M | 0.53% | −5,704−5.6% | Reduced |
| Utah Retirement Systems | 92,922 | $25.2M | 0.28% | −600−0.6% | Reduced |
| Chesley Taft & Associates LLC | 92,509 | $25.1M | 1.20% | −1,837−1.9% | Reduced |
| Franklin Street Advisors Inc | 91,670 | $24.9M | 1.68% | −9,117−9.0% | Reduced |
| Welch & Forbes LLC | 89,774 | $24.3M | 0.31% | +390+0.4% | Added |
| TD Waterhouse Canada Inc. | 90,225 | $24.2M | 0.20% | +12,886+16.7% | Added |
| Fiduciary Trust Co | 88,034 | $23.9M | 0.33% | −812−0.9% | Reduced |
| Squarepoint Ops LLC | 86,869 | $23.6M | 0.08% | −153,436−63.9% | Reduced |
| PGGM Investments | 86,766 | $23.5M | 0.30% | +20,224+30.4% | Added |
| Citizens Financial Group Inc | 86,541 | $23.5M | 0.47% | −1,107−1.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 86,249 | $23.4M | 0.05% | −2,050−2.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 84,179 | $22.8M | 0.69% | +2,147+2.6% | Added |
| Cobblestone Capital Advisors LLC | 83,594 | $22.7M | 1.27% | −1,906−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 83,555 | $22.7M | 0.26% | −606−0.7% | Reduced |
| New York Life Investment Management LLC | 83,498 | $22.6M | 0.22% | −3,815−4.4% | Reduced |
| Bank of Nova Scotia | 82,471 | $22.4M | 0.05% | −279,988−77.2% | Reduced |
| MML Investors Services, LLC | 81,343 | $22.1M | 0.08% | +4,042+5.2% | Added |
| HM Payson & Co | 81,314 | $22.1M | 0.38% | −530−0.6% | Reduced |
| Baxter Bros Inc | 79,827 | $21.6M | 2.81% | −1,298−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 79,497 | $21.5M | 0.10% | +5,245+7.1% | Added |
| Kestra Advisory Services, LLC | 79,010 | $21.4M | 0.12% | −11,800−13.0% | Reduced |
| Great West Life Assurance Co | 78,928 | $21.4M | 0.04% | +727+0.9% | Added |
| Founders Capital Management, LLC | 78,730 | $21.4M | 3.70% | −1,488−1.9% | Reduced |
| Brinker Capital Investments, LLC | 78,313 | $21.2M | 0.21% | −7,428−8.7% | Reduced |
| Orion Portfolio Solutions, LLC | 78,313 | $21.2M | 0.21% | −7,428−8.7% | Reduced |
| Brookstone Capital Management | 78,281 | $21.2M | 0.31% | +7,100+10.0% | Added |
| Yousif Capital Management, LLC | 78,011 | $21.2M | 0.23% | −2,020−2.5% | Reduced |
| Abner Herrman & Brock LLC | 77,608 | $21.0M | 2.54% | −917−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 76,968 | $20.9M | 0.24% | −6,946−8.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 75,192 | $20.4M | 0.39% | +450+0.6% | Added |
| Marco Investment Management LLC | 73,704 | $20.0M | 1.73% | +440+0.6% | Added |
| GWM Advisors LLC | 73,168 | $19.8M | 0.13% | +9,145+14.3% | Added |
| Exchange Traded Concepts, LLC | 72,872 | $19.8M | 0.47% | +512+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 72,637 | $19.7M | 0.20% | −2,926−3.9% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 72,637 | $19.7M | 0.20% | +72,637 | New |
| O'Shaughnessy Asset Management, LLC | 71,232 | $19.7M | 0.18% | +8,912+14.3% | Added |
| Prudential PLC | 72,565 | $19.7M | 0.10% | −691−0.9% | Reduced |
| Hancock Whitney Corp | 72,373 | $19.6M | 0.63% | −198−0.3% | Reduced |
| LVM Capital Management Ltd | 83,787 | $19.4M | 2.21% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 70,918 | $19.2M | 3.57% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 70,868 | $19.2M | 3.27% | −1,983−2.7% | Reduced |
| Nissay Asset Management Corp | 70,831 | $19.2M | 0.12% | +925+1.3% | Added |
| Galvin, Gaustad & Stein, LLC | 70,640 | $19.2M | 1.71% | +1,068+1.5% | Added |
| Banco Santander, S.A. | 70,501 | $19.1M | 0.23% | −703−1.0% | Reduced |
| Penserra Capital Management LLC | 70,163 | $19.0M | 0.41% | −7,038−9.1% | Reduced |
| Congress Wealth Management LLC | 69,557 | $18.9M | 0.25% | +24,906+55.8% | Added |
| Mutual of America Capital Management LLC | 69,161 | $18.8M | 0.20% | −2,501−3.5% | Reduced |
| Whittier Trust Co | 68,869 | $18.7M | 0.25% | −1,007−1.4% | Reduced |
| Parthenon LLC | 68,840 | $18.7M | 2.23% | +100+0.1% | Added |
| JustInvest LLC | 68,589 | $18.6M | 0.30% | +5,855+9.3% | Added |
| State of Alaska, Department of Revenue | 68,361 | $18.5M | 0.20% | −160−0.2% | Reduced |
| Lido Advisors, LLC | 68,138 | $18.5M | 0.14% | +33,377+96.0% | Added |
| Payden & Rygel | 67,300 | $18.3M | 1.41% | +300+0.4% | Added |
| Assetmark, Inc | 67,025 | $18.2M | 0.05% | +4,180+6.7% | Added |
| Abn Amro Investment Solutions | 66,906 | $18.1M | 0.32% | −1,485−2.2% | Reduced |
| United Services Automobile Association | 66,800 | $18.1M | 0.46% | −26,558−28.4% | Reduced |
| Torray LLC | 66,250 | $18.0M | 2.51% | +1,225+1.9% | Added |
| Connors Investor Services Inc | 66,153 | $17.9M | 1.73% | −294−0.4% | Reduced |
| Eagle Global Advisors LLC | 65,997 | $17.9M | 0.89% | +101+0.2% | Added |
| Wesleyan Assurance Society | 65,900 | $17.9M | 1.42% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 65,515 | $17.8M | 3.21% | −617−0.9% | Reduced |
| MAI Capital Management | 64,476 | $17.5M | 0.17% | −714−1.1% | Reduced |
| GM Advisory Group, Inc. | 64,450 | $17.5M | 1.05% | +100.0% | Added |
| Shayne & Co., LLC | 64,082 | $17.4M | 4.36% | −220−0.3% | Reduced |
| Peapack Gladstone Financial Corp | 63,276 | $17.2M | 0.25% | +5,476+9.5% | Added |
| Equitable Trust Co | 62,963 | $17.1M | 1.10% | −5,568−8.1% | Reduced |
| Redwood Grove Capital, LLC | 62,780 | $17.0M | 4.62% | +9,251+17.3% | Added |
| Wealthfront Advisers LLC | 62,696 | $17.0M | 0.05% | +3,071+5.2% | Added |
| Sprucegrove Investment Management Ltd | 62,197 | $16.9M | 0.94% | −300−0.5% | Reduced |
| Achmea Investment Management B.V. | 61,951 | $16.8M | 0.28% | +59,472+2,399.0% | Added |
| Anchor Capital Advisors LLC | 61,409 | $16.7M | 0.44% | −868−1.4% | Reduced |
| Cullinan Associates Inc | 61,148 | $16.5M | 0.93% | −3,914−6.0% | Reduced |
| GDS Wealth Management | 60,237 | $16.3M | 1.59% | +3,459+6.1% | Added |
| Rice Partnership, LLC | 59,769 | $16.2M | 3.26% | +974+1.7% | Added |
| Kempen Capital Management N.V. | 59,255 | $16.1M | 0.16% | −136−0.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 58,724 | $15.9M | 3.03% | −532−0.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 58,290 | $15.8M | 1.05% | −342−0.6% | Reduced |
| Ethic Inc. | 69,362 | $15.8M | 0.40% | −3,596−4.9% | Reduced |
| Choate Investment Advisors | 57,779 | $15.7M | 0.40% | −2,793−4.6% | Reduced |
| HB Wealth Management, LLC | 57,563 | $15.6M | 0.17% | +1,415+2.5% | Added |
| Silvercrest Asset Management Group LLC | 57,294 | $15.5M | 0.11% | −2,367−4.0% | Reduced |
| GHP Investment Advisors, Inc. | 56,993 | $15.5M | 0.71% | −895−1.5% | Reduced |
| Carret Asset Management, LLC | 56,705 | $15.4M | 1.67% | −214−0.4% | Reduced |
| Bridgewater Associates, LP | 56,476 | $15.3M | 0.09% | +52,050+1,176.0% | Added |
| Mackenzie Financial Corp | 56,295 | $15.3M | 0.02% | −2,727−4.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 56,290 | $15.3M | 0.66% | +13,220+30.7% | Added |