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, Q1 2025
Institutional positions in American Express Co as of Mar 31, 2025. 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
- 2,627
- +27 vs. Q4 2024
- Shares held
- 597.6M
- +5.52M (+0.9%) vs. Q4 2024
- Total value
- $160.7B
- −$14.9B (−8.5%) vs. Q4 2024
- New holders
- 183
- 959 more added
- Sold out
- 156
- 1,049 more reduced
42 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 100,163 | $26.9M | 0.17% | +100,163 | New |
| Flossbach Von Storch AG | 99,992 | $26.9M | 0.12% | +439+0.4% | Added |
| CIBC Asset Management Inc | 99,885 | $26.9M | 0.09% | −2,630−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 98,696 | $26.7M | 0.22% | −10,915−10.0% | Reduced |
| Pinebridge Investments, L.P. | 98,961 | $26.6M | 0.22% | −17,791−15.2% | Reduced |
| Henshaw Capital LLC | 98,805 | $26.6M | 1.17% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 97,627 | $26.3M | 0.23% | −1,582−1.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 96,891 | $26.1M | 0.11% | +96,891 | New |
| Cambridge Investment Research Advisors, Inc. | 95,443 | $25.7M | 0.09% | +7,822+8.9% | Added |
| J. L. Bainbridge & Co., Inc. | 94,362 | $25.4M | 2.58% | −64,910−40.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 94,458 | $25.1M | 0.10% | +5,693+6.4% | Added |
| Lord, Abbett & Co. LLC | 92,975 | $25.0M | 0.09% | −65,987−41.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 92,844 | $25.0M | 0.05% | +6,221+7.2% | Added |
| Nomura Holdings Inc | 92,664 | $24.9M | 0.13% | −71,010−43.4% | Reduced |
| Coleford Investment Management Ltd. | 91,782 | $24.7M | 6.93% | −1,831−2.0% | Reduced |
| Utah Retirement Systems | 91,774 | $24.7M | 0.28% | −1,248−1.3% | Reduced |
| USS Investment Management Ltd | 91,693 | $24.7M | 0.19% | −20,083−18.0% | Reduced |
| Dana Investment Advisors, Inc. | 91,376 | $24.6M | 0.88% | −8,995−9.0% | Reduced |
| Bragg Financial Advisors, Inc | 90,904 | $24.5M | 1.01% | −1,554−1.7% | Reduced |
| Lido Advisors, LLC | 90,543 | $24.4M | 0.14% | +29,543+48.4% | Added |
| Tiaa Trust, National Association | 90,074 | $24.2M | 0.08% | −210.0% | Reduced |
| Welch & Forbes LLC | 89,654 | $24.1M | 0.32% | −218−0.2% | Reduced |
| Fiduciary Trust Co | 88,374 | $23.8M | 0.31% | +238+0.3% | Added |
| MAI Capital Management | 88,177 | $23.7M | 0.18% | −1,127−1.3% | Reduced |
| PGGM Investments | 87,571 | $23.6M | 0.32% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 87,500 | $23.5M | 9.74% | +87,500 | New |
| LVM Capital Management Ltd | 86,151 | $23.2M | 2.58% | −193−0.2% | Reduced |
| Quantinno Capital Management LP | 85,331 | $23.0M | 0.15% | +29,175+52.0% | Added |
| Brookstone Capital Management | 84,916 | $22.8M | 0.33% | +2,963+3.6% | Added |
| Varma Mutual Pension Insurance Co | 83,435 | $22.4M | 0.19% | −8,400−9.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 83,363 | $22.4M | 0.27% | −17,500−17.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 82,783 | $22.3M | 0.67% | +602+0.7% | Added |
| New York Life Investment Management LLC | 82,119 | $22.1M | 0.23% | −699−0.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 81,886 | $22.0M | 0.37% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 81,269 | $21.9M | 0.27% | +38,973+92.1% | Added |
| State of Alaska, Department of Revenue | 81,036 | $21.8M | 0.25% | +1,585+2.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 80,781 | $21.7M | 0.22% | −1,000−1.2% | Reduced |
| HM Payson & Co | 80,754 | $21.7M | 0.38% | −3,742−4.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 80,035 | $21.5M | 0.17% | +2,745+3.6% | Added |
| Anomaly Capital Management, LP | 79,827 | $21.5M | 1.00% | +79,827 | New |
| ASR Vermogensbeheer N.V. | 79,542 | $21.4M | 0.32% | +79,542 | New |
| Ethic Inc. | 78,736 | $21.3M | 0.43% | +1,421+1.8% | Added |
| Franklin Street Advisors Inc | 78,700 | $21.2M | 1.50% | −671−0.8% | Reduced |
| Baxter Bros Inc | 78,652 | $21.2M | 2.79% | −994−1.2% | Reduced |
| MML Investors Services, LLC | 78,346 | $21.1M | 0.07% | +338+0.4% | Added |
| Prudential PLC | 77,699 | $20.9M | 0.11% | −7,302−8.6% | Reduced |
| CIBC World Markets Inc. | 77,538 | $20.9M | 0.05% | −222,009−74.1% | Reduced |
| Founders Capital Management, LLC | 76,995 | $20.7M | 3.81% | −274−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 76,219 | $20.5M | 0.23% | −1,862−2.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 76,147 | $20.5M | 0.40% | +880+1.2% | Added |
| Tudor Investment Corp Et Al | 76,000 | $20.4M | 0.18% | +76,000 | New |
| Polar Capital Holdings Plc | 74,941 | $20.2M | 0.12% | −17,236−18.7% | Reduced |
| Assetmark, Inc | 74,337 | $20.0M | 0.05% | +5,264+7.6% | Added |
| Yousif Capital Management, LLC | 74,258 | $20.0M | 0.23% | −3,164−4.1% | Reduced |
| Abn Amro Investment Solutions | 73,978 | $19.9M | 0.42% | +9,360+14.5% | Added |
| Steward Partners Investment Advisory, LLC | 73,156 | $19.7M | 0.17% | +1,789+2.5% | Added |
| Hancock Whitney Corp | 72,703 | $19.6M | 0.64% | −310−0.4% | Reduced |
| Abner Herrman & Brock LLC | 72,341 | $19.5M | 2.48% | −3,260−4.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 72,010 | $19.4M | 0.23% | +14,650+25.5% | Added |
| FIL Ltd | 71,854 | $19.3M | 0.02% | +70,574+5,513.6% | Added |
| Tweedy, Browne Co LLC | 71,820 | $19.3M | 1.71% | −17,728−19.8% | Reduced |
| Marco Investment Management LLC | 70,939 | $19.1M | 1.77% | −520−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 70,195 | $18.9M | 0.06% | +739+1.1% | Added |
| JustInvest LLC | 70,148 | $18.9M | 0.28% | +1,309+1.9% | Added |
| Nissay Asset Management Corp | 69,792 | $18.8M | 0.12% | +99+0.1% | Added |
| Parthenon LLC | 69,520 | $18.7M | 2.30% | −112−0.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 69,414 | $18.7M | 1.67% | −700−1.0% | Reduced |
| Whittier Trust Co | 68,718 | $18.5M | 0.26% | +388+0.6% | Added |
| Cobblestone Capital Advisors LLC | 68,644 | $18.5M | 1.01% | −13,082−16.0% | Reduced |
| Walleye Capital LLC | 68,046 | $18.3M | 0.20% | +49,384+264.6% | Added |
| Moran Wealth Management, LLC | 67,688 | $18.2M | 0.61% | −1,153−1.7% | Reduced |
| Payden & Rygel | 67,400 | $18.1M | 1.56% | +2,600+4.0% | Added |
| Andra AP-fonden | 67,248 | $18.1M | 0.30% | −28,600−29.8% | Reduced |
| Wealthfront Advisers LLC | 67,148 | $18.1M | 0.05% | −2,053−3.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 67,050 | $18.0M | 2.93% | −1,603−2.3% | Reduced |
| Connors Investor Services Inc | 66,174 | $17.8M | 1.77% | +623+1.0% | Added |
| GWM Advisors LLC | 65,999 | $17.8M | 0.11% | −5,777−8.0% | Reduced |
| United Services Automobile Association | 66,800 | $17.7M | 0.55% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 65,871 | $17.7M | 3.19% | +244+0.4% | Added |
| Generali Asset Management SPA SGR | 65,588 | $17.6M | 0.43% | +6,921+11.8% | Added |
| Eagle Global Advisors LLC | 65,351 | $17.6M | 0.72% | −676−1.0% | Reduced |
| Long Corridor Asset Management Ltd | 65,000 | $17.5M | 12.80% | +40,000+160.0% | Added |
| Davenport & Co LLC | 64,852 | $17.4M | 0.10% | +11,494+21.5% | Added |
| GDS Wealth Management | 64,621 | $17.4M | 1.48% | +2,153+3.4% | Added |
| Mutual of America Capital Management LLC | 64,544 | $17.4M | 0.20% | −2,126−3.2% | Reduced |
| HB Wealth Management, LLC | 63,484 | $17.1M | 0.14% | +5,710+9.9% | Added |
| Shayne & Co., LLC | 63,182 | $17.0M | 4.18% | −150−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 62,838 | $16.9M | 0.17% | +6,239+11.0% | Added |
| Penserra Capital Management LLC | 62,455 | $16.8M | 0.30% | −8,941−12.5% | Reduced |
| Brinker Capital Investments, LLC | 62,450 | $16.8M | 0.16% | −5,067−7.5% | Reduced |
| Orion Portfolio Solutions, LLC | 62,450 | $16.8M | 0.16% | −5,067−7.5% | Reduced |
| Wesleyan Assurance Society | 62,345 | $16.8M | 1.25% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 61,818 | $16.6M | 0.90% | +65+0.1% | Added |
| Peapack Gladstone Financial Corp | 61,648 | $16.6M | 0.25% | −1,410−2.2% | Reduced |
| Mackenzie Financial Corp | 60,634 | $16.3M | 0.02% | +3,776+6.6% | Added |
| OP Asset Management Ltd | 60,246 | $16.2M | 0.27% | +60,246 | New |
| Neville Rodie & Shaw Inc | 59,009 | $15.9M | 1.24% | +14,439+32.4% | Added |
| Rice Partnership, LLC | 58,668 | $15.8M | 3.24% | −2,359−3.9% | Reduced |
| Torray LLC | 58,287 | $15.7M | 2.34% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 57,950 | $15.6M | 0.29% | +57,950 | New |