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 2023
Institutional positions in American Express Co as of Sep 30, 2023. 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
- 2,003
- −17 vs. Q2 2023
- Shares held
- 611.5M
- −7.09M (−1.1%) vs. Q2 2023
- Total value
- $91.3B
- −$16.4B (−15.2%) vs. Q2 2023
- New holders
- 147
- 745 more added
- Sold out
- 164
- 745 more reduced
28 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 1 | $149 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| NewSquare Capital LLC | 7 | $1.04K | 0.00% | −12−63.2% | Reduced |
| Legacy Financial Group LLC | 7 | $1.04K | 0.00% | +7 | New |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $2.24K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 16 | $2.39K | 0.00% | −163−91.1% | Reduced |
| Carolina Wealth Advisors, LLC | 16 | $2.39K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $2.69K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19 | $2.79K | 0.00% | −155−89.1% | Reduced |
| Perkins Coie Trust Co | 19 | $2.83K | 0.00% | −131−87.3% | Reduced |
| Lowe Wealth Advisors, LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $3.80K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 29 | $4.25K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 30 | $4.48K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 31 | $4.63K | 0.00% | +31 | New |
| Red Tortoise LLC | 32 | $4.77K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 36 | $5.00K | 0.00% | +36 | New |
| PayPay Securities Corp | 35 | $5.22K | 0.25% | +11+45.8% | Added |
| Carolinas Wealth Consulting LLC | 36 | $5.26K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 38 | $5.67K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $5.97K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 40 | $5.97K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $6.12K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $6.27K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $6.27K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $6.27K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 47 | $7.05K | 0.01% | +47 | New |
| Timber Creek Capital Management LLC | 50 | $7.46K | 0.00% | −50−50.0% | Reduced |
| Antonetti Capital Management LLC | 50 | $7.46K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $7.46K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $7.91K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $8.36K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 61 | $9.10K | 0.00% | +10+19.6% | Added |
| Baldwin Brothers Inc | 66 | $9.85K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 67 | $10.0K | 0.00% | +67 | New |
| DB Wealth Management Group, LLC | 78 | $11.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 90 | $13.3K | 0.00% | −513−85.1% | Reduced |
| Nordwand Advisors, LLC | 90 | $13.4K | 0.00% | +90 | New |
| Stuart Chaussee & Associates, Inc. | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 99 | $15.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 87 | $15.1K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 105 | $15.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $15.7K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 108 | $16.1K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 116 | $17.3K | 0.01% | +116 | New |
| Archer Investment Corp | 129 | $19.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 130 | $19.4K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $20.0K | 0.01% | −300−85.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 135 | $20.1K | 0.00% | +35+35.0% | Added |
| Tradewinds Capital Management, LLC | 150 | $22.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 151 | $22.5K | 0.00% | +151 | New |
| Tyler-Stone Wealth Management | 155 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 159 | $23.8K | 0.02% | −1−0.6% | Reduced |
| PSI Advisors, LLC | 160 | $23.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 164 | $24.5K | 0.01% | +34+26.2% | Added |
| Semmax Financial Advisors Inc. | 162 | $25.0K | 0.01% | +162 | New |
| Pin Oak Investment Advisors Inc | 168 | $25.0K | 0.03% | −220−56.7% | Reduced |
| Annapolis Financial Services, LLC | 169 | $25.2K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 175 | $26.0K | 0.01% | +4+2.3% | Added |
| Column Capital Advisors, LLC | 186 | $27.7K | 0.00% | −12−6.1% | Reduced |
| Dividend Assets Capital, LLC | 186 | $28.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 192 | $28.0K | 0.00% | +40+26.3% | Added |
| BluePath Capital Management, LLC | 191 | $28.5K | 0.03% | +191 | New |
| Chelsea Counsel Co | 200 | $29.8K | 0.02% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 200 | $29.8K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $29.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 204 | $30.0K | 0.00% | +7+3.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 203 | $30.3K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 203 | $30.4K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 212 | $31.6K | 0.04% | +212 | New |
| Tfo-TDC, LLC | 184 | $32.1K | 0.01% | +1+0.5% | Added |
| Rogco, LP | 222 | $33.1K | 0.02% | +222 | New |
| Carmichael Hill & Associates, Inc. | 222 | $33.1K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 223 | $33.3K | 0.00% | +223 | New |
| Financial Perspectives, Inc | 229 | $34.2K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 230 | $34.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 230 | $34.3K | 0.01% | +30+15.0% | Added |
| Atlas Capital Advisors LLC | 234 | $34.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 236 | $35.2K | 0.01% | −81−25.6% | Reduced |
| Institutional & Family Asset Management, LLC | 251 | $37.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 256 | $38.2K | 0.02% | −13−4.8% | Reduced |
| Stephens Consulting, LLC | 258 | $38.5K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 259 | $38.6K | 0.00% | −88−25.4% | Reduced |
| Global Wealth Strategies & Associates | 272 | $40.6K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 279 | $41.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 275 | $41.0K | 0.02% | +275 | New |
| DecisionPoint Financial, LLC | 275 | $41.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $41.8K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 290 | $43.3K | 0.02% | +65+28.9% | Added |
| Earnest Partners LLC | 293 | $43.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 296 | $44.2K | 0.03% | −3−1.0% | Reduced |
| WFA of San Diego, LLC | 299 | $44.6K | 0.05% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 300 | $44.8K | 0.02% | −51−14.5% | Reduced |