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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 55,723 | $15.1M | 0.09% | +407+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 55,053 | $14.9M | 0.02% | +7,990+17.0% | Added |
| Tocqueville Asset Management L.P. | 54,847 | $14.9M | 0.23% | −2,155−3.8% | Reduced |
| Perigon Wealth Management, LLC | 54,763 | $14.9M | 0.40% | −1,122−2.0% | Reduced |
| Elo Mutual Pension Insurance Co | 54,708 | $14.8M | 0.32% | +4,185+8.3% | Added |
| Sienna Gestion | 54,658 | $14.8M | 0.99% | +9,488+21.0% | Added |
| Prime Capital Investment Advisors, LLC | 54,200 | $14.7M | 0.21% | +121+0.2% | Added |
| Gradient Investments LLC | 53,955 | $14.6M | 0.30% | −16,864−23.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 53,190 | $14.4M | 0.07% | +53,190 | New |
| Davenport & Co LLC | 53,128 | $14.4M | 0.08% | −260.0% | Reduced |
| Calamos Wealth Management LLC | 53,022 | $14.4M | 0.74% | −96−0.2% | Reduced |
| Willis Investment Counsel | 52,622 | $14.3M | 0.93% | −14,861−22.0% | Reduced |
| Diversified Trust Co | 52,258 | $14.2M | 0.36% | −3,746−6.7% | Reduced |
| Chemistry Wealth Management LLC | 52,051 | $14.1M | 3.38% | −240.0% | Reduced |
| Sandy Spring Bank | 51,886 | $14.1M | 0.58% | −160.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 51,367 | $13.9M | 0.74% | +16,376+46.8% | Added |
| Griffin Asset Management, Inc. | 51,285 | $13.9M | 1.56% | −623−1.2% | Reduced |
| Eagle Rock Investment Company, LLC | 51,259 | $13.9M | 2.33% | −508−1.0% | Reduced |
| Narwhal Capital Management | 51,031 | $13.8M | 1.25% | −3,963−7.2% | Reduced |
| Argent Trust Co | 50,740 | $13.8M | 0.57% | −1,155−2.2% | Reduced |
| APG Asset Management N.V. | 55,720 | $13.5M | 0.09% | −72,968−56.7% | Reduced |
| Laffer Tengler Investments | 49,702 | $13.5M | 2.73% | +504+1.0% | Added |
| Univest Financial Corp | 49,474 | $13.4M | 0.88% | +31,639+177.4% | Added |
| Clifford Capital Partners LLC | 49,455 | $13.4M | 2.67% | −24,377−33.0% | Reduced |
| Greystone Financial Group, LLC | 49,396 | $13.4M | 2.39% | +3,611+7.9% | Added |
| Atria Investments LLC | 49,021 | $13.3M | 0.17% | +1,416+3.0% | Added |
| Stanley Capital Management, LLC | 48,830 | $13.2M | 2.57% | 00.0% | Unchanged |
| Sky Investment Group LLC | 48,804 | $13.2M | 2.38% | −68−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 48,536 | $13.2M | 1.46% | +1,999+4.3% | Added |
| Klingenstein Fields & Co LP | 48,222 | $13.1M | 0.52% | −290−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 48,056 | $13.0M | 0.24% | −737−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 48,043 | $13.0M | 0.34% | +9,499+24.6% | Added |
| Fishman Jay A Ltd | 47,622 | $12.9M | 1.28% | +1,327+2.9% | Added |
| Van Eck Associates Corp | 47,545 | $12.9M | 0.02% | +212+0.4% | Added |
| Ibex Wealth Advisors | 69,072 | $12.9M | 4.14% | +61,662+832.1% | Added |
| Clearstead Advisors, LLC | 46,935 | $12.7M | 0.20% | +613+1.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 46,164 | $12.5M | 0.40% | +1,254+2.8% | Added |
| Radnor Capital Management, LLC | 45,919 | $12.5M | 1.85% | +5,045+12.3% | Added |
| Davy Global Fund Management Ltd | 45,289 | $12.3M | 1.28% | −1,957−4.1% | Reduced |
| M. Kulyk & Associates, LLC | 45,126 | $12.2M | 2.46% | +302+0.7% | Added |
| Oppenheimer & Co Inc | 45,050 | $12.2M | 0.19% | −3,734−7.7% | Reduced |
| Gulf International Bank (UK) Ltd | 44,874 | $12.2M | 0.31% | −2,059−4.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 44,857 | $12.2M | 0.85% | +316+0.7% | Added |
| Neville Rodie & Shaw Inc | 44,580 | $12.1M | 0.89% | −2,192−4.7% | Reduced |
| Toroso Investments, LLC | 44,390 | $12.0M | 0.13% | +16,321+58.1% | Added |
| Illinois Municipal Retirement Fund | 44,175 | $12.0M | 0.17% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 44,168 | $12.0M | 0.18% | −17,766−28.7% | Reduced |
| JPB Foundation | 43,851 | $11.9M | 1.26% | −67,000−60.4% | Reduced |
| Financial Avengers, Inc. | 43,816 | $11.9M | 5.85% | +43,816 | New |
| Kinneret Advisory, LLC | 43,745 | $11.9M | 1.09% | −573−1.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 43,464 | $11.8M | 0.30% | −4,000−8.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 43,123 | $11.7M | 0.45% | +109+0.3% | Added |
| Kestra Private Wealth Services, LLC | 42,757 | $11.6M | 0.21% | +3,008+7.6% | Added |
| Northwest & Ethical Investments L.P. | 42,750 | $11.6M | 0.31% | −14,198−24.9% | Reduced |
| NFC Investments, LLC | 42,607 | $11.6M | 3.32% | −100.0% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $11.4M | 2.73% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 42,119 | $11.4M | 1.27% | −261−0.6% | Reduced |
| Buckingham Capital Management, Inc. | 42,112 | $11.4M | 1.31% | +728+1.8% | Added |
| Mirova | 41,957 | $11.4M | 1.97% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 41,652 | $11.3M | 0.02% | +1,098+2.7% | Added |
| Brown Brothers Harriman & Co | 41,569 | $11.3M | 0.08% | +550+1.3% | Added |
| Foyston, Gordon, & Payne Inc | 41,540 | $11.3M | 2.81% | −5,595−11.9% | Reduced |
| Searle & Co. | 41,529 | $11.3M | 2.81% | −7,365−15.1% | Reduced |
| AustralianSuper Pty Ltd | 41,413 | $11.2M | 0.06% | +25,062+153.3% | Added |
| NatWest Group plc | 41,373 | $11.2M | 3.32% | +2,963+7.7% | Added |
| WoodTrust Financial Corp | 41,332 | $11.2M | 1.59% | +536+1.3% | Added |
| Savant Capital, LLC | 41,163 | $11.2M | 0.09% | +3,958+10.6% | Added |
| Martin Investment Management, LLC | 41,100 | $11.1M | 2.73% | −2,693−6.1% | Reduced |
| Bessemer Group Inc | 40,867 | $11.1M | 0.02% | +796+2.0% | Added |
| Grimes & Company, Inc. | 40,697 | $11.0M | 0.30% | −687−1.7% | Reduced |
| Strategic Wealth Designers | 40,933 | $11.0M | 1.18% | +2,778+7.3% | Added |
| TownSquare Capital, LLC | 40,522 | $11.0M | 0.13% | +17,769+78.1% | Added |
| Silicon Valley Capital Partners | 40,494 | $11.0M | 1.43% | +757+1.9% | Added |
| Atria Wealth Solutions, Inc. | 40,316 | $10.9M | 0.12% | −3,501−8.0% | Reduced |
| Marex Group plc | 39,940 | $10.8M | 0.25% | −103,139−72.1% | Reduced |
| Stansberry Asset Management, LLC | 39,839 | $10.8M | 1.35% | −14,476−26.7% | Reduced |
| CX Institutional | 39,835 | $10.8M | 0.48% | +34,547+653.3% | Added |
| Ironwood Investment Counsel, LLC | 39,776 | $10.8M | 1.80% | −524−1.3% | Reduced |
| Family Capital Trust Co | 39,635 | $10.7M | 3.45% | −158−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 39,439 | $10.7M | 0.94% | −445−1.1% | Reduced |
| Warren Averett Asset Management, LLC | 39,380 | $10.7M | 0.20% | −577−1.4% | Reduced |
| Kentucky Retirement Systems | 39,126 | $10.6M | 0.31% | −3,695−8.6% | Reduced |
| Vontobel Holding Ltd. | 39,080 | $10.6M | 0.03% | +3,449+9.7% | Added |
| Independent Advisor Alliance | 38,320 | $10.4M | 0.38% | −1,050−2.7% | Reduced |
| Jacobs & Co | 38,312 | $10.4M | 1.04% | −1,393−3.5% | Reduced |
| Boston Common Asset Management, LLC | 37,786 | $10.2M | 0.27% | +48+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 37,753 | $10.2M | 0.26% | −284−0.7% | Reduced |
| Benjamin Edwards Inc | 37,649 | $10.2M | 0.15% | +28,817+326.3% | Added |
| Highland Capital Management, LLC | 37,424 | $10.1M | 0.58% | −1,664−4.3% | Reduced |
| Gunderson Capital Management Inc. | 37,087 | $10.1M | 4.26% | +17,347+87.9% | Added |
| Mizuho Securities USA LLC | 36,418 | $9.88M | 0.21% | −7,396−16.9% | Reduced |
| Quantinno Capital Management LP | 36,411 | $9.87M | 0.13% | +6,789+22.9% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 36,093 | $9.79M | 3.24% | −75−0.2% | Reduced |
| Headinvest, LLC | 35,857 | $9.72M | 1.80% | −1,089−2.9% | Reduced |
| Hartford Investment Management Co | 35,346 | $9.59M | 0.32% | −1,109−3.0% | Reduced |
| NWF Advisory Services Inc. | 35,269 | $9.56M | 1.39% | −535−1.5% | Reduced |
| Winslow Asset Management Inc | 35,085 | $9.52M | 1.76% | −190−0.5% | Reduced |
| Banyan Capital Management, Inc. | 34,958 | $9.48M | 5.49% | −838−2.3% | Reduced |
| Fiera Capital Corp | 34,924 | $9.47M | 0.03% | +5,363+18.1% | Added |
| Seizert Capital Partners, LLC | 34,883 | $9.46M | 0.43% | −3,588−9.3% | Reduced |