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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 34,785 | $9.43M | 0.14% | −150.0% | Reduced |
| Fundamentun, LLC | 34,724 | $9.42M | 0.66% | +1,937+5.9% | Added |
| SP Asset Management LLC | 34,635 | $9.39M | 0.78% | +68+0.2% | Added |
| Meyer Handelman Co | 34,509 | $9.36M | 0.32% | +90.0% | Added |
| Rodgers Brothers Inc. | 34,207 | $9.28M | 1.18% | −30−0.1% | Reduced |
| Unison Asset Management LLC | 34,004 | $9.22M | 4.38% | −53−0.2% | Reduced |
| Norinchukin Bank, The | 33,952 | $9.21M | 0.22% | +3,692+12.2% | Added |
| SpiderRock Advisors, LLC | 33,623 | $9.12M | 0.20% | +8,116+31.8% | Added |
| Pacific Global Investment Management CO | 33,460 | $9.07M | 1.64% | −238−0.7% | Reduced |
| Meeder Asset Management Inc | 33,270 | $9.02M | 0.60% | +30,788+1,240.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,270 | $9.02M | 2.61% | −166−0.5% | Reduced |
| 2Xideas AG | 33,208 | $9.01M | 1.21% | −16,077−32.6% | Reduced |
| Stokes Capital Advisors, LLC | 33,158 | $8.99M | 2.30% | −45−0.1% | Reduced |
| Prio Wealth Limited Partnership | 33,113 | $8.98M | 0.26% | −507−1.5% | Reduced |
| D.A. Davidson & Co. | 32,859 | $8.91M | 0.07% | −2,143−6.1% | Reduced |
| KMG Fiduciary Partners, LLC | 32,748 | $8.88M | 0.77% | −281−0.9% | Reduced |
| Optiver Holding B.V. | 32,485 | $8.81M | 0.22% | −31,315−49.1% | Reduced |
| Maryland State Retirement & Pension System | 32,351 | $8.77M | 0.18% | −11,905−26.9% | Reduced |
| Banque Cantonale Vaudoise | 32,323 | $8.77M | 0.36% | +743+2.4% | Added |
| Rakuten Investment Management, Inc. | 32,080 | $8.70M | 0.05% | +7,778+32.0% | Added |
| LB Partners LLC | 32,000 | $8.68M | 7.54% | 00.0% | Unchanged |
| St Germain D J Co Inc | 31,936 | $8.66M | 0.40% | −547−1.7% | Reduced |
| 1st Source Bank | 31,912 | $8.65M | 0.49% | −755−2.3% | Reduced |
| Ieq Capital, LLC | 31,884 | $8.65M | 0.11% | +3,955+14.2% | Added |
| Letson Investment Management, Inc. | 31,847 | $8.64M | 3.39% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 31,800 | $8.62M | 0.34% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 31,747 | $8.61M | 2.95% | +480+1.5% | Added |
| 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 |
| Legacy Trust | 31,548 | $8.56M | 1.97% | −75−0.2% | Reduced |
| Wellington Shields Capital Management, LLC | 31,430 | $8.52M | 1.48% | +103+0.3% | Added |
| Bryn Mawr Trust Co | 31,428 | $8.52M | 0.15% | +23,432+293.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,452 | $8.52M | 0.16% | +14,530+85.9% | Added |
| Asset Dedication, LLC | 31,361 | $8.51M | 0.57% | −3,153−9.1% | Reduced |
| Securian Asset Management, Inc | 31,062 | $8.42M | 0.24% | −1,612−4.9% | Reduced |
| L1 Capital International Pty Ltd | 31,241 | $8.39M | 2.68% | +9,949+46.7% | Added |
| Polar Capital Holdings Plc | 30,843 | $8.36M | 0.05% | −11,906−27.9% | Reduced |
| Ceera Investments, LLC | 30,708 | $8.33M | 3.14% | −725−2.3% | Reduced |
| Shelton Capital Management | 30,608 | $8.30M | 0.21% | +13,702+81.0% | Added |
| HighPoint Advisor Group LLC | 30,270 | $8.25M | 0.48% | +1,213+4.2% | Added |
| DCM Advisors, LLC | 30,330 | $8.23M | 4.14% | +10.0% | Added |
| Guardian Capital Advisors LP | 30,577 | $8.21M | 0.81% | −245−0.8% | Reduced |
| Pavion Blue Capital, LLC | 30,189 | $8.19M | 3.81% | −111−0.4% | Reduced |
| Guggenheim Capital LLC | 30,037 | $8.15M | 0.06% | −6,155−17.0% | Reduced |
| Contravisory Investment Management, Inc. | 30,032 | $8.14M | 1.74% | +30,032 | New |
| Castleark Management LLC | 29,905 | $8.11M | 0.33% | −38,070−56.0% | Reduced |
| Stratos Wealth Partners, LTD. | 29,873 | $8.10M | 0.12% | −2,532−7.8% | Reduced |
| Central Trust Co | 29,748 | $8.07M | 0.19% | −3,196−9.7% | Reduced |
| Mirabaud Asset Management Ltd | 29,661 | $8.04M | 3.32% | 00.0% | Unchanged |
| Bensler, LLC | 29,575 | $8.02M | 1.01% | +1,454+5.2% | Added |
| Atlantic Union Bankshares Corp | 29,502 | $8.00M | 0.46% | −840−2.8% | Reduced |
| TrimTabs Asset Management, LLC | 29,481 | $8.00M | 1.85% | +772+2.7% | Added |
| Amica Mutual Insurance Co | 29,343 | $7.96M | 0.77% | −6,436−18.0% | Reduced |
| Argent Financial Group, Inc. | 29,130 | $7.90M | 0.94% | +29,130 | New |
| Lombard Odier Asset Management (Europe) Ltd | 28,988 | $7.86M | 0.36% | +258+0.9% | Added |
| Bouvel Investment Partners, LLC | 28,917 | $7.84M | 2.95% | +152+0.5% | Added |
| Jane Street Group, LLC | 28,449 | $7.72M | 0.01% | −507,531−94.7% | Reduced |
| Boyd Watterson Asset Management LLC | 28,350 | $7.69M | 2.11% | −74−0.3% | Reduced |
| L & S Advisors Inc | 28,337 | $7.69M | 0.80% | +3,446+13.8% | Added |
| Metis Global Partners, LLC | 28,336 | $7.68M | 0.24% | +780+2.8% | Added |
| Avitas Wealth Management LLC | 28,076 | $7.61M | 1.07% | +394+1.4% | Added |
| New Mexico Educational Retirement Board | 27,763 | $7.53M | 0.25% | −1,200−4.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $7.46M | 0.49% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 27,406 | $7.43M | 1.82% | +72+0.3% | Added |
| Erste Asset Management GmbH | 27,330 | $7.41M | 0.09% | +3,691+15.6% | Added |
| Agf Management Ltd | 27,259 | $7.39M | 0.04% | −1,563−5.4% | Reduced |
| Acadian Asset Management LLC | 27,213 | $7.38M | 0.02% | −13,279−32.8% | Reduced |
| Coastline Trust Co | 27,080 | $7.34M | 0.86% | +858+3.3% | Added |
| Adviser Investments LLC | 27,036 | $7.33M | 0.09% | +1,213+4.7% | Added |
| Assenagon Asset Management S.A. | 27,025 | $7.33M | 0.02% | +1,707+6.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $7.32M | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 26,488 | $7.18M | 0.26% | −229−0.9% | Reduced |
| Foster Group, Inc. | 25,872 | $7.02M | 0.26% | −110.0% | Reduced |
| Arcadia Investment Management Corp | 25,834 | $7.01M | 1.15% | +144+0.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,825 | $7.00M | 0.69% | −1,365−5.0% | Reduced |
| Reliant Investment Management, LLC | 25,649 | $6.96M | 3.27% | −158−0.6% | Reduced |
| AMG National Trust Bank | 25,623 | $6.95M | 0.19% | −7,684−23.1% | Reduced |
| First Interstate Bank | 25,618 | $6.95M | 0.42% | −745−2.8% | Reduced |
| Adalta Capital Management LLC | 25,605 | $6.94M | 3.58% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25,531 | $6.92M | 1.89% | +64+0.3% | Added |
| Jones Financial Companies LLLP | 25,462 | $6.90M | 0.01% | +11,597+83.6% | Added |
| Chatham Capital Group, Inc. | 25,396 | $6.89M | 1.13% | +95+0.4% | Added |
| Morningstar Investment Services LLC | 25,321 | $6.86M | 0.07% | +344+1.4% | Added |
| Bleichroeder LP | 25,000 | $6.78M | 1.82% | 00.0% | Unchanged |
| Long Corridor Asset Management Ltd | 25,000 | $6.78M | 5.97% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 24,905 | $6.75M | 0.54% | −608−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 24,860 | $6.74M | 0.08% | −1,771−6.7% | Reduced |
| Bokf, NA | 25,039 | $6.73M | 0.12% | −165−0.7% | Reduced |
| Wedbush Securities Inc | 24,779 | $6.72M | 0.25% | −3,529−12.5% | Reduced |
| Avantax Advisory Services, Inc. | 24,751 | $6.71M | 0.04% | +2,133+9.4% | Added |
| Warther Private Wealth, LLC | 24,727 | $6.71M | 2.36% | −4,710−16.0% | Reduced |
| NewEdge Wealth, LLC | 24,631 | $6.68M | 0.12% | +7,416+43.1% | Added |
| McMahon Financial Advisors, LLC | 24,559 | $6.66M | 1.46% | +24,278+8,639.9% | Added |
| Roundview Capital LLC | 24,537 | $6.65M | 0.48% | −1,048−4.1% | Reduced |
| NEOS Investment Management LLC | 24,493 | $6.64M | 0.20% | +4,872+24.8% | Added |
| Investment Management Corp of Ontario | 24,441 | $6.63M | 0.15% | +6,200+34.0% | Added |
| Hendershot Investments Inc. | 24,372 | $6.61M | 0.90% | −3,900−13.8% | Reduced |
| Venture Visionary Partners LLC | 24,251 | $6.58M | 0.29% | −580−2.3% | Reduced |
| Veriti Management LLC | 24,243 | $6.57M | 0.35% | +3,319+15.9% | Added |
| Moran Wealth Management, LLC | 23,854 | $6.47M | 0.20% | +23,854 | New |