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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 9,641 | $1.44M | 0.17% | −1,254−11.5% | Reduced |
| Inlet Private Wealth, LLC | 9,655 | $1.44M | 0.47% | −730−7.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,655 | $1.44M | 1.00% | −35−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,678 | $1.44M | 0.04% | +2,386+32.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,697 | $1.45M | 0.07% | −654−6.3% | Reduced |
| Paloma Partners Management Co | 9,706 | $1.45M | 0.30% | +9,017+1,308.7% | Added |
| Constitution Capital LLC | 9,718 | $1.45M | 0.99% | −432−4.3% | Reduced |
| Mission Wealth Management, LP | 9,820 | $1.47M | 0.06% | −273−2.7% | Reduced |
| Chicago Capital, LLC | 9,849 | $1.47M | 0.07% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 9,850 | $1.47M | 0.63% | +540+5.8% | Added |
| Everett Harris & Co | 9,864 | $1.47M | 0.02% | −17−0.2% | Reduced |
| Teza Capital Management LLC | 9,892 | $1.48M | 0.24% | +9,892 | New |
| Financial Security Advisor, Inc. | 9,899 | $1.48M | 0.68% | +9,899 | New |
| Knuff & Co LLC | 9,900 | $1.48M | 0.59% | +45+0.5% | Added |
| NTV Asset Management LLC | 9,940 | $1.48M | 0.27% | +630+6.8% | Added |
| HAP Trading, LLC | 10,023 | $1.50M | 0.37% | +10,023 | New |
| Bigelow Investment Advisors, LLC | 10,029 | $1.50M | 0.86% | +83+0.8% | Added |
| Walleye Trading LLC | 10,049 | $1.50M | 0.04% | +10,049 | New |
| Barden Capital Management, Inc. | 10,100 | $1.50M | 1.46% | +1,322+15.1% | Added |
| Cunning Capital Partners, LP | 10,070 | $1.50M | 0.99% | +10,070 | Added |
| Ziegler Capital Management, LLC | 10,104 | $1.51M | 0.06% | −8−0.1% | Reduced |
| Headlands Technologies LLC | 10,126 | $1.51M | 0.74% | +10,126 | New |
| Pinnacle Holdings, LLC | 10,216 | $1.52M | 0.71% | −1,483−12.7% | Reduced |
| Wintrust Investments LLC | 10,221 | $1.52M | 0.16% | −242−2.3% | Reduced |
| Insight Wealth Strategies, LLC | 10,239 | $1.53M | 0.30% | +972+10.5% | Added |
| Fulton Bank, N.A. | 10,356 | $1.55M | 0.08% | +1,315+14.5% | Added |
| Stock Yards Bank & Trust Co | 10,361 | $1.55M | 0.06% | −1,096−9.6% | Reduced |
| Guardian Capital LP | 10,388 | $1.55M | 0.06% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 10,403 | $1.55M | 0.19% | −307−2.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,404 | $1.55M | 0.46% | −10,331−49.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,459 | $1.56M | 0.21% | +54+0.5% | Added |
| Bridgefront Capital, LLC | 10,463 | $1.56M | 1.09% | +10,463 | New |
| TrimTabs Asset Management, LLC | 10,468 | $1.56M | 0.83% | −285−2.7% | Reduced |
| Horizon Investments, LLC | 10,535 | $1.57M | 0.05% | −118−1.1% | Reduced |
| Sigma Planning Corp | 10,533 | $1.57M | 0.06% | +21+0.2% | Added |
| Moneta Group Investment Advisors LLC | 10,536 | $1.57M | 0.04% | −2,604−19.8% | Reduced |
| Vise Technologies, Inc. | 10,545 | $1.57M | 0.39% | −97−0.9% | Reduced |
| Plimoth Trust Co LLC | 10,621 | $1.58M | 0.50% | −215−2.0% | Reduced |
| Ropes Wealth Advisors LLC | 10,645 | $1.59M | 0.31% | −11,331−51.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,662 | $1.59M | 0.74% | +10,662 | New |
| Marshall Wace, LLP | 10,663 | $1.59M | 0.00% | +10,663 | New |
| Change Path, LLC | 10,672 | $1.59M | 0.11% | −1,463−12.1% | Reduced |
| Americana Partners, LLC | 10,852 | $1.59M | 0.17% | −5,383−33.2% | Reduced |
| Strategic Investment Solutions, Inc. | 9,737 | $1.59M | 0.02% | +9,583+6,222.7% | Added |
| Sequoia Financial Advisors, LLC | 10,697 | $1.60M | 0.03% | −40.0% | Reduced |
| Capital Markets Trading UK LLP | 10,705 | $1.60M | 1.39% | +8,769+452.9% | Added |
| Neo Ivy Capital Management | 10,724 | $1.60M | 0.70% | +10,724 | New |
| Badgley Phelps Wealth Managers, LLC | 10,727 | $1.60M | 0.05% | +1,047+10.8% | Added |
| Park Avenue Securities LLC | 10,753 | $1.60M | 0.02% | −4,064−27.4% | Reduced |
| Argus Investors' Counsel, Inc. | 10,800 | $1.61M | 1.16% | −340−3.1% | Reduced |
| Rathbone Brothers plc | 10,824 | $1.61M | 0.01% | +2,548+30.8% | Added |
| Wolf Group Capital Advisors | 10,842 | $1.62M | 0.77% | −373−3.3% | Reduced |
| IFG Advisory, LLC | 10,940 | $1.63M | 0.14% | −379−3.3% | Reduced |
| Profund Advisors LLC | 10,956 | $1.63M | 0.09% | −331−2.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 10,978 | $1.64M | 0.46% | +729+7.1% | Added |
| Gifford Fong Associates | 11,000 | $1.64M | 0.39% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11,040 | $1.65M | 0.94% | +27+0.2% | Added |
| Haverford Trust Co | 11,066 | $1.65M | 0.02% | −958−8.0% | Reduced |
| Doheny Asset Management | 11,085 | $1.65M | 1.60% | −768−6.5% | Reduced |
| Parallel Advisors, LLC | 11,090 | $1.65M | 0.06% | +158+1.4% | Added |
| Deane Retirement Strategies, Inc. | 11,102 | $1.66M | 0.92% | +11,102 | New |
| BNC Wealth Management, LLC | 11,109 | $1.66M | 0.89% | +242+2.2% | Added |
| Scotia Capital Inc. | 11,127 | $1.66M | 0.01% | +227+2.1% | Added |
| Eqis Capital Management, Inc. | 11,147 | $1.66M | 0.20% | −6,843−38.0% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $1.67M | 0.16% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 11,270 | $1.68M | 1.07% | −65−0.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 11,285 | $1.68M | 0.01% | −1,412−11.1% | Reduced |
| Bailard, Inc. | 11,289 | $1.68M | 0.06% | +471+4.4% | Added |
| NEOS Investment Management LLC | 11,310 | $1.69M | 0.22% | +11,310 | New |
| KCM Investment Advisors LLC | 11,330 | $1.69M | 0.07% | −1,041−8.4% | Reduced |
| SOL Capital Management CO | 11,373 | $1.70M | 0.26% | −30−0.3% | Reduced |
| Colonial Trust Co | 11,378 | $1.70M | 0.42% | +55+0.5% | Added |
| CMT Capital Markets Trading GmbH | 11,450 | $1.71M | 0.97% | +4,628+67.8% | Added |
| Lowe Brockenbrough & Co Inc | 11,462 | $1.71M | 0.13% | −70−0.6% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $1.72M | 0.00% | 00.0% | Unchanged |
| Fruth Investment Management | 11,550 | $1.72M | 0.51% | −100−0.9% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $1.73M | 0.53% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.73M | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,624 | $1.73M | 0.02% | +2,742+30.9% | Added |
| Caldwell Trust Co | 11,648 | $1.74M | 0.24% | +30.0% | Added |
| BLB&B Advisors, LLC | 11,662 | $1.74M | 0.12% | −99−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,698 | $1.75M | 0.51% | +20.0% | Added |
| Savoie Capital LLC | 11,700 | $1.75M | 0.46% | +11,700 | New |
| Bull Street Advisors, LLC | 11,792 | $1.76M | 0.93% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 11,794 | $1.76M | 0.13% | +32+0.3% | Added |
| QV Investors Inc. | 11,810 | $1.76M | 0.18% | −260−2.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,819 | $1.76M | 0.09% | −6,595−35.8% | Reduced |
| Schechter Investment Advisors, LLC | 11,833 | $1.77M | 0.17% | +1,552+15.1% | Added |
| Signaturefd, LLC | 11,899 | $1.78M | 0.05% | +963+8.8% | Added |
| Coldstream Capital Management Inc | 11,993 | $1.79M | 0.06% | −518−4.1% | Reduced |
| BKD Wealth Advisors, LLC | 11,995 | $1.79M | 0.05% | +335+2.9% | Added |
| Independent Investors Inc | 12,000 | $1.79M | 0.45% | 00.0% | Unchanged |
| Valueworks LLC | 12,046 | $1.80M | 0.65% | −174−1.4% | Reduced |
| Everence Capital Management Inc | 12,194 | $1.82M | 0.14% | −5,280−30.2% | Reduced |
| Montag A & Associates Inc | 12,247 | $1.83M | 0.12% | +101+0.8% | Added |
| Welch Group, LLC | 12,342 | $1.84M | 0.11% | −88−0.7% | Reduced |
| Aviance Capital Partners, LLC | 12,391 | $1.85M | 0.42% | −145−1.2% | Reduced |
| Bank of Stockton | 12,998 | $1.86M | 0.70% | −2,968−18.6% | Reduced |
| Zenyatta Capital Management LP | 12,500 | $1.86M | 1.01% | +12,500 | New |
| KWB Wealth | 10,712 | $1.87M | 0.30% | 00.0% | Unchanged |