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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 7,352 | $1.10M | 0.61% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7,400 | $1.10M | 0.41% | +5+0.1% | Added |
| Chesapeake Wealth Management | 7,436 | $1.11M | 0.46% | −52−0.7% | Reduced |
| Ritholtz Wealth Management | 7,472 | $1.11M | 0.05% | +508+7.3% | Added |
| Community Bank, N.A. | 7,482 | $1.12M | 0.16% | −383−4.9% | Reduced |
| Associated Banc-Corp | 7,541 | $1.13M | 0.04% | −65−0.9% | Reduced |
| Arete Wealth Advisors, LLC | 7,593 | $1.13M | 0.20% | +1,028+15.7% | Added |
| Magnetar Financial LLC | 7,616 | $1.14M | 0.03% | +7,616 | New |
| Spinnaker Trust | 7,632 | $1.14M | 0.09% | +1,913+33.4% | Added |
| Beach Investment Counsel Inc | 7,633 | $1.14M | 0.14% | 00.0% | Unchanged |
| Strategic Investment Advisors | 7,644 | $1.14M | 0.19% | −931−10.9% | Reduced |
| First Horizon Advisors, Inc. | 7,707 | $1.15M | 0.04% | +866+12.7% | Added |
| Leonteq Securities AG | 7,727 | $1.15M | 0.12% | +3,070+65.9% | Added |
| Joel Isaacson & Co., LLC | 7,783 | $1.16M | 0.08% | +350+4.7% | Added |
| Wealth Advisors, Inc. | 7,786 | $1.16M | 0.52% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 7,829 | $1.17M | 0.14% | −170−2.1% | Reduced |
| Excalibur Management Corp | 7,866 | $1.17M | 0.61% | −45−0.6% | Reduced |
| Meridian Wealth Management, LLC | 7,880 | $1.18M | 0.07% | +3,791+92.7% | Added |
| AXS Investments LLC | 7,886 | $1.18M | 0.30% | +330+4.4% | Added |
| Raab & Moskowitz Asset Management LLC | 7,902 | $1.18M | 0.42% | −31−0.4% | Reduced |
| Vident Advisory, LLC | 7,924 | $1.18M | 0.04% | +7,924 | New |
| FineMark National Bank & Trust | 7,930 | $1.18M | 0.05% | −260−3.2% | Reduced |
| Parkside Financial Bank & Trust | 7,953 | $1.19M | 0.27% | +2,883+56.9% | Added |
| Greenwood Gearhart Inc | 7,958 | $1.19M | 0.14% | 00.0% | Unchanged |
| Bank of Hawaii | 7,964 | $1.19M | 0.07% | +275+3.6% | Added |
| Massmutual Trust Co FSB | 7,973 | $1.19M | 0.04% | −304−3.7% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.19M | 0.68% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 8,012 | $1.20M | 0.38% | +200+2.6% | Added |
| Oldfather Financial Services, LLC | 8,022 | $1.20M | 0.61% | −304−3.7% | Reduced |
| Bryn Mawr Trust Co | 8,082 | $1.21M | 0.05% | −19−0.2% | Reduced |
| Triad Investment Management | 8,138 | $1.21M | 1.77% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 8,155 | $1.22M | 0.16% | −41−0.5% | Reduced |
| RNC Capital Management LLC | 8,169 | $1.22M | 0.08% | −715−8.0% | Reduced |
| Thoroughbred Financial Services, LLC | 8,190 | $1.22M | 0.12% | +4,262+108.5% | Added |
| Westpac Banking Corp | 8,217 | $1.23M | 0.09% | −23,576−74.2% | Reduced |
| Boltwood Capital Management | 8,235 | $1.23M | 0.46% | −90−1.1% | Reduced |
| Evoke Wealth, LLC | 8,238 | $1.23M | 0.04% | +93+1.1% | Added |
| Palisade Asset Management, LLC | 8,248 | $1.23M | 0.15% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 8,261 | $1.23M | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,292 | $1.24M | 0.08% | −1,388−14.3% | Reduced |
| Merit Financial Group, LLC | 8,308 | $1.24M | 0.04% | −541−6.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,285 | $1.24M | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 8,320 | $1.24M | 0.20% | +579+7.5% | Added |
| Ameritas Advisory Services, LLC | 8,244 | $1.24M | 0.06% | +2,826+52.2% | Added |
| Bridgewater Associates, LP | 8,358 | $1.25M | 0.01% | +8,358 | New |
| Amarillo National Bank | 8,374 | $1.25M | 0.26% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 8,391 | $1.25M | 0.27% | 00.0% | Unchanged |
| Veriti Management LLC | 8,397 | $1.25M | 0.14% | +488+6.2% | Added |
| Group One Trading, L.P. | 8,425 | $1.26M | 0.05% | +8,425 | New |
| Western Wealth Management, LLC | 8,438 | $1.26M | 0.11% | −239−2.8% | Reduced |
| Investors Asset Management of Georgia Inc | 8,500 | $1.26M | 0.70% | −50−0.6% | Reduced |
| Rothschild Investment Corp | 8,455 | $1.26M | 0.11% | −55−0.6% | Reduced |
| Citizens National Bank Trust Department | 8,464 | $1.26M | 0.35% | +93+1.1% | Added |
| Pitcairn Co | 8,471 | $1.26M | 0.11% | +462+5.8% | Added |
| Wedmont Private Capital | 8,500 | $1.26M | 0.13% | −177−2.0% | Reduced |
| True North Advisors, LLC | 8,484 | $1.27M | 0.39% | −3,666−30.2% | Reduced |
| Axq Capital, LP | 8,500 | $1.27M | 0.45% | +8,500 | New |
| Moloney Securities Asset Management, LLC | 8,503 | $1.27M | 0.23% | −1,900−18.3% | Reduced |
| Delphi Management Inc | 8,523 | $1.27M | 1.30% | +8,523 | New |
| Advisory Research Inc | 8,555 | $1.28M | 0.18% | −586−6.4% | Reduced |
| HBK Sorce Advisory LLC | 8,563 | $1.28M | 0.06% | −82−0.9% | Reduced |
| Insigneo Advisory Services, LLC | 8,606 | $1.28M | 0.26% | +298+3.6% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.29M | 0.12% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,616 | $1.29M | 0.06% | +640+8.0% | Added |
| Walter & Keenan Financial Consulting Co | 8,664 | $1.29M | 0.50% | +8+0.1% | Added |
| Beaumont Financial Advisors, LLC | 8,722 | $1.30M | 0.13% | −38−0.4% | Reduced |
| Center for Financial Planning, Inc. | 8,732 | $1.30M | 0.28% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 8,755 | $1.31M | 0.73% | +103+1.2% | Added |
| Coastal Bridge Advisors, LLC | 8,827 | $1.32M | 0.35% | +212+2.5% | Added |
| Simmons Bank | 8,837 | $1.32M | 0.12% | +55+0.6% | Added |
| Provenance Wealth Advisors, LLC | 8,858 | $1.32M | 0.21% | +8,858 | New |
| Berkshire Asset Management LLC | 8,880 | $1.32M | 0.08% | +30.0% | Added |
| Qtron Investments LLC | 8,882 | $1.33M | 0.25% | +1,123+14.5% | Added |
| Northern Financial Advisors Inc | 8,889 | $1.33M | 1.21% | −315−3.4% | Reduced |
| Ingalls & Snyder LLC | 8,930 | $1.33M | 0.06% | −20−0.2% | Reduced |
| Evergreen Capital Management LLC | 8,939 | $1.33M | 0.06% | +181+2.1% | Added |
| United Asset Strategies, Inc. | 8,941 | $1.33M | 0.17% | +359+4.2% | Added |
| Gateway Investment Advisers LLC | 8,956 | $1.34M | 0.02% | −393−4.2% | Reduced |
| DoubleLine ETF Adviser LP | 8,961 | $1.34M | 0.48% | +342+4.0% | Added |
| Invst, LLC | 8,975 | $1.34M | 0.19% | +498+5.9% | Added |
| Hyman Charles D | 8,998 | $1.34M | 0.09% | −50−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 9,033 | $1.35M | 0.17% | −1,539−14.6% | Reduced |
| Argent Advisors, Inc. | 9,034 | $1.35M | 0.62% | +76+0.8% | Added |
| Woodmont Investment Counsel LLC | 9,062 | $1.35M | 0.14% | −256−2.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 9,075 | $1.35M | 0.59% | −33−0.4% | Reduced |
| Vinva Investment Management Ltd | 9,036 | $1.36M | 0.13% | −1,571−14.8% | Reduced |
| TAGStone Capital, Inc. | 9,144 | $1.36M | 1.00% | +33+0.4% | Added |
| Signet Investment Advisory Group, Inc. | 9,150 | $1.37M | 0.91% | −100−1.1% | Reduced |
| American Trust | 9,170 | $1.37M | 0.11% | −5,856−39.0% | Reduced |
| Hartline Investment Corp | 9,181 | $1.37M | 0.25% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 9,328 | $1.39M | 0.98% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 9,390 | $1.40M | 0.09% | +6,455+219.9% | Added |
| Carl P. Sherr & Co., LLC | 9,396 | $1.40M | 0.95% | −149−1.6% | Reduced |
| Berkshire Bank | 9,410 | $1.40M | 0.40% | −36−0.4% | Reduced |
| Applied Capital LLC | 9,470 | $1.41M | 1.41% | −114−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 9,475 | $1.41M | 0.26% | −230−2.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,483 | $1.41M | 0.19% | +220+2.4% | Added |
| Pinnacle Wealth Management, LLC | 9,562 | $1.43M | 1.73% | −580−5.7% | Reduced |
| Csenge Advisory Group | 9,585 | $1.43M | 0.10% | −784−7.6% | Reduced |
| Trustco Bank Corp N Y | 9,634 | $1.44M | 1.64% | +350+3.8% | Added |