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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 5,658 | $844.1K | 0.18% | −294−4.9% | Reduced |
| Northcape Wealth Management, LLC | 5,659 | $844.3K | 0.32% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,683 | $847.8K | 0.06% | +470+9.0% | Added |
| Allworth Financial LP | 5,701 | $850.5K | 0.01% | +308+5.7% | Added |
| TrinityPoint Wealth, LLC | 5,724 | $854.0K | 0.17% | +38+0.7% | Added |
| Wealthspire Advisors, LLC | 5,727 | $854.4K | 0.01% | +654+12.9% | Added |
| Highline Wealth Partners LLC | 5,777 | $861.9K | 0.53% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,801 | $865.0K | 0.07% | −3,265−36.0% | Reduced |
| Hartford Funds Management Co LLC | 5,801 | $865.4K | 0.09% | −364−5.9% | Reduced |
| Lavaca Capital LLC | 5,821 | $868.4K | 0.31% | +255+4.6% | Added |
| Symmetry Partners, LLC | 5,831 | $870.0K | 0.05% | −1,362−18.9% | Reduced |
| Ellis Investment Partners, LLC | 5,832 | $870.0K | 0.22% | −15−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,779 | $871.8K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 5,850 | $872.8K | 0.16% | +5,850 | New |
| Geo Capital Gestora de Recursos Ltd | 5,859 | $874.0K | 0.81% | −9,021−60.6% | Reduced |
| Spears Abacus Advisors LLC | 5,865 | $875.0K | 0.08% | +13+0.2% | Added |
| Wealth Alliance | 5,909 | $881.6K | 0.14% | +105+1.8% | Added |
| Weik Capital Management | 5,923 | $883.7K | 0.43% | +755+14.6% | Added |
| Ledyard National Bank | 5,950 | $887.7K | 0.10% | −98−1.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,959 | $889.0K | 0.06% | +660+12.5% | Added |
| Cornerstone Planning Group LLC | 5,987 | $893.2K | 0.34% | −6−0.1% | Reduced |
| Harbour Investments, Inc. | 5,998 | $894.9K | 0.04% | −131−2.1% | Reduced |
| Weil Company, Inc. | 6,000 | $895.1K | 0.44% | 00.0% | Unchanged |
| Summit Global Investments | 6,008 | $896.0K | 0.06% | +952+18.8% | Added |
| Becker Capital Management Inc | 6,008 | $896.3K | 0.04% | −235−3.8% | Reduced |
| Edge Capital Group, LLC | 6,061 | $904.3K | 0.06% | −27,952−82.2% | Reduced |
| Mather Group, LLC. | 6,068 | $905.3K | 0.02% | −376−5.8% | Reduced |
| Oak Harvest Investment Services | 6,078 | $906.8K | 0.19% | +2,415+65.9% | Added |
| Global Retirement Partners, LLC | 6,209 | $910.4K | 0.05% | −8−0.1% | Reduced |
| Dover Advisors, LLC | 6,109 | $911.4K | 0.92% | +251+4.3% | Added |
| Mraz, Amerine & Associates, Inc. | 6,139 | $915.8K | 0.21% | −220−3.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,142 | $916.3K | 0.02% | +12+0.2% | Added |
| Coronation Fund Managers Ltd. | 6,151 | $917.7K | 0.03% | −382−5.8% | Reduced |
| Derbend Asset Management | 6,168 | $920.2K | 0.63% | −237−3.7% | Reduced |
| KRS Capital Management, LLC | 6,262 | $934.3K | 1.00% | +165+2.7% | Added |
| Checchi Capital Advisers, LLC | 6,276 | $936.3K | 0.09% | −252−3.9% | Reduced |
| Parisi Gray Wealth Management | 6,295 | $939.2K | 0.43% | −6−0.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 6,300 | $940.0K | 0.15% | +6,300 | New |
| Penserra Capital Management LLC | 6,363 | $947.0K | 0.02% | −436−6.4% | Reduced |
| Flputnam Investment Management Co | 6,359 | $948.6K | 0.03% | +206+3.3% | Added |
| Aurora Private Wealth, Inc. | 6,362 | $949.0K | 1.05% | 00.0% | Unchanged |
| S&CO Inc | 6,386 | $952.0K | 0.08% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,399 | $954.0K | 0.22% | −816−11.3% | Reduced |
| Echo Street Capital Management LLC | 6,398 | $954.5K | 0.01% | +6,398 | New |
| iA Global Asset Management Inc. | 6,416 | $957.0K | 0.03% | −11,872−64.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,426 | $958.7K | 0.23% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,432 | $959.6K | 0.01% | −123−1.9% | Reduced |
| Principle Wealth Partners LLC | 6,464 | $964.4K | 0.10% | −120−1.8% | Reduced |
| Apollon Wealth Management, LLC | 6,500 | $969.8K | 0.05% | −1,754−21.3% | Reduced |
| SRN Advisors, LLC | 6,506 | $970.6K | 0.96% | −400−5.8% | Reduced |
| Empowered Funds, LLC | 6,568 | $979.9K | 0.03% | +2,435+58.9% | Added |
| We Are One Seven, LLC | 6,610 | $986.2K | 0.08% | +130+2.0% | Added |
| Carr Financial Group Corp | 6,480 | $989.9K | 0.39% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 101,004 | $990.7K | 0.07% | +95,447+1,717.6% | Added |
| Wade G W & Inc | 6,656 | $993.0K | 0.04% | −99−1.5% | Reduced |
| Diligent Investors, LLC | 6,676 | $996.0K | 0.30% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,712 | $997.0K | 0.06% | −108−1.6% | Reduced |
| Davis Investment Partners, LLC | 6,779 | $997.1K | 0.53% | +428+6.7% | Added |
| Mark Stevens | 6,696 | $999.0K | 0.13% | +238+3.7% | Added |
| Strategic Advocates LLC | 6,708 | $1.00M | 0.47% | +6,708 | New |
| Ameritas Investment Partners, Inc. | 6,715 | $1.00M | 0.04% | −362−5.1% | Reduced |
| Washington Trust Advisors, Inc. | 6,756 | $1.01M | 0.10% | +565+9.1% | Added |
| Birinyi Associates Inc | 6,800 | $1.01M | 0.41% | +2,650+63.9% | Added |
| Busey Wealth Management | 6,835 | $1.02M | 0.04% | +66+1.0% | Added |
| Piscataqua Savings Bank | 6,877 | $1.03M | 0.89% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,883 | $1.03M | 0.26% | +12+0.2% | Added |
| Citadel Investment Advisory, Inc. | 6,884 | $1.03M | 0.67% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,893 | $1.03M | 0.09% | +31+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 6,893 | $1.03M | 0.10% | +1,836+36.3% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $1.03M | 0.01% | +6,300 | New |
| Trust Asset Management LLC | 6,944 | $1.04M | 0.11% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 6,945 | $1.04M | 0.26% | +3,013+76.6% | Added |
| Mutual Advisors, LLC | 6,967 | $1.04M | 0.04% | +558+8.7% | Added |
| Telemus Capital, LLC | 6,976 | $1.04M | 0.10% | −23−0.3% | Reduced |
| JLB & Associates Inc | 7,020 | $1.05M | 0.16% | +2,570+57.8% | Added |
| Insight Advisors, LLC | 7,033 | $1.05M | 0.24% | −44−0.6% | Reduced |
| Essex Investment Management Co LLC | 7,043 | $1.05M | 0.17% | −5,554−44.1% | Reduced |
| McAdam, LLC | 7,074 | $1.06M | 0.09% | +10+0.1% | Added |
| Transatlantique Private Wealth LLC | 7,151 | $1.06M | 0.57% | +23+0.3% | Added |
| Acadian Asset Management LLC | 7,139 | $1.06M | 0.00% | −9,822−57.9% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.07M | 0.45% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,179 | $1.07M | 0.02% | +1,201+20.1% | Added |
| BancorpSouth Bank | 7,189 | $1.07M | 0.09% | −1,137−13.7% | Reduced |
| Beacon Financial Group | 6,795 | $1.07M | 0.15% | −177−2.5% | Reduced |
| Connolly Sarah T. | 7,200 | $1.07M | 0.71% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,212 | $1.08M | 0.17% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 7,223 | $1.08M | 0.10% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 7,226 | $1.08M | 0.55% | −23−0.3% | Reduced |
| J.W. Cole Advisors, Inc. | 7,234 | $1.08M | 0.08% | −1,733−19.3% | Reduced |
| YHB Investment Advisors, Inc. | 7,237 | $1.08M | 0.10% | −50−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $1.08M | 0.08% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,770 | $1.08M | 0.90% | +2,900+101.0% | Added |
| Balentine LLC | 7,261 | $1.08M | 0.04% | +61+0.8% | Added |
| Auxier Asset Management | 7,263 | $1.08M | 0.18% | −10−0.1% | Reduced |
| Veracity Capital LLC | 7,275 | $1.09M | 0.51% | +103+1.4% | Added |
| Woodstock Corp | 7,298 | $1.09M | 0.14% | −52−0.7% | Reduced |
| Gotham Asset Management, LLC | 7,322 | $1.09M | 0.02% | −361−4.7% | Reduced |
| Summit Trail Advisors, LLC | 7,332 | $1.09M | 0.04% | −378−4.9% | Reduced |
| NBC Securities, Inc. | 7,342 | $1.09M | 0.12% | +7,342 | New |
| Sherbrooke Park Advisers LLC | 7,350 | $1.10M | 0.35% | +5,250+250.0% | Added |