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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 12,523 | $1.87M | 0.74% | −300−2.3% | Reduced |
| Trust Co of Toledo NA | 12,523 | $1.87M | 0.37% | −109−0.9% | Reduced |
| Cito Capital Group, LLC | 12,550 | $1.87M | 0.91% | +250+2.0% | Added |
| Sawtooth Solutions, LLC | 12,567 | $1.87M | 0.06% | −2,626−17.3% | Reduced |
| Bleakley Financial Group, LLC | 12,567 | $1.87M | 0.07% | −1,213−8.8% | Reduced |
| Sciencast Management LP | 12,581 | $1.88M | 0.85% | +12,581 | New |
| GFG Capital, LLC | 12,599 | $1.88M | 0.61% | +24+0.2% | Added |
| Herbst Group, LLC | 12,600 | $1.88M | 1.34% | +1,000+8.6% | Added |
| Lincoln National Corp | 12,641 | $1.89M | 0.04% | +21+0.2% | Added |
| Insight Inv LLC | 12,626 | $1.89M | 2.09% | −135−1.1% | Reduced |
| Ahl Investment Management, Inc. | 12,666 | $1.89M | 1.68% | −25−0.2% | Reduced |
| Quadrant Capital Group LLC | 12,684 | $1.89M | 0.19% | +9+0.1% | Added |
| Bridgeway Capital Management, LLC | 12,700 | $1.89M | 0.05% | −88−0.7% | Reduced |
| XTX Topco Ltd | 12,771 | $1.91M | 0.33% | +12,771 | New |
| Gladstone Institutional Advisory LLC | 12,790 | $1.91M | 0.12% | +689+5.7% | Added |
| Smith, Salley & Associates | 12,794 | $1.91M | 0.14% | −103−0.8% | Reduced |
| CAPROCK Group, Inc. | 12,824 | $1.91M | 0.14% | −183−1.4% | Reduced |
| Ballentine Partners, LLC | 12,879 | $1.92M | 0.05% | −170−1.3% | Reduced |
| Jacobi Capital Management LLC | 12,912 | $1.93M | 0.22% | +258+2.0% | Added |
| Sound View Wealth Advisors Group, LLC | 13,074 | $1.95M | 0.24% | +2,254+20.8% | Added |
| West Oak Capital, LLC | 13,094 | $1.95M | 0.97% | −46−0.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 13,191 | $1.97M | 0.53% | −40.0% | Reduced |
| Greenfield Savings Bank | 13,192 | $1.97M | 1.24% | +238+1.8% | Added |
| Private Asset Management Inc | 13,200 | $1.97M | 0.46% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 13,204 | $1.97M | 1.10% | +13,204 | New |
| Madison Wealth Management | 13,222 | $1.97M | 0.41% | +165+1.3% | Added |
| Townsend & Associates, Inc | 13,960 | $1.97M | 0.42% | +6,642+90.8% | Added |
| Impax Asset Management Group plc | 13,228 | $1.97M | 0.01% | −3,365−20.3% | Reduced |
| Caliber Wealth Management, LLC | 13,297 | $1.98M | 1.33% | +889+7.2% | Added |
| Saxon Interests, Inc. | 13,297 | $1.98M | 1.33% | +8,583+182.1% | Added |
| Tokio Marine Asset Management Co Ltd | 13,298 | $1.98M | 0.13% | +213+1.6% | Added |
| Adviser Investments LLC | 13,322 | $1.99M | 0.04% | +413+3.2% | Added |
| Aptus Capital Advisors, LLC | 13,346 | $1.99M | 0.06% | +2,030+17.9% | Added |
| Sawyer & Company, Inc | 13,395 | $2.00M | 0.93% | −75−0.6% | Reduced |
| Columbia Asset Management | 13,425 | $2.00M | 0.45% | −271−2.0% | Reduced |
| Benedict Financial Advisors Inc | 13,429 | $2.00M | 0.58% | +59+0.4% | Added |
| Vestcor Inc | 13,457 | $2.01M | 0.07% | −1,561−10.4% | Reduced |
| TD Private Client Wealth LLC | 13,498 | $2.01M | 0.09% | −10,253−43.2% | Reduced |
| Rockland Trust Co | 13,509 | $2.02M | 0.12% | −6,184−31.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,520 | $2.02M | 1.52% | −25−0.2% | Reduced |
| Chartwell Investment Partners, LLC | 13,533 | $2.02M | 0.08% | −8,246−37.9% | Reduced |
| NewEdge Wealth, LLC | 13,559 | $2.02M | 0.06% | +398+3.0% | Added |
| Invesco, LLC | 13,585 | $2.03M | 1.02% | +30+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,634 | $2.03M | 0.20% | +10.0% | Added |
| C2C Wealth Management, LLC | 13,674 | $2.04M | 0.29% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 13,682 | $2.04M | 0.46% | +150+1.1% | Added |
| TCTC Holdings, LLC | 13,705 | $2.04M | 0.08% | +75+0.6% | Added |
| Boston Family Office LLC | 13,712 | $2.05M | 0.17% | −50−0.4% | Reduced |
| Peoples Financial Services Corp. | 13,831 | $2.06M | 0.97% | −862−5.9% | Reduced |
| Alps Advisors Inc | 13,862 | $2.07M | 0.02% | +389+2.9% | Added |
| Avantax Advisory Services, Inc. | 13,935 | $2.08M | 0.02% | −137−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,951 | $2.08M | 0.01% | +13,951 | New |
| Karani Asset Management LLC | 14,075 | $2.10M | 3.02% | −5,431−27.8% | Reduced |
| Valeo Financial Advisors, LLC | 14,210 | $2.12M | 0.10% | +1,046+7.9% | Added |
| Investment Advisory Services Inc | 14,337 | $2.14M | 0.92% | +267+1.9% | Added |
| Buckingham Strategic Wealth, LLC | 14,423 | $2.15M | 0.03% | −748−4.9% | Reduced |
| Webster Bank, N. A. | 14,435 | $2.15M | 0.29% | +466+3.3% | Added |
| Bulltick Wealth Management, LLC | 14,480 | $2.16M | 0.54% | +14,480 | New |
| First National Trust Co | 14,497 | $2.16M | 0.10% | −13,198−47.7% | Reduced |
| Ostrum Asset Management | 14,542 | $2.17M | 0.20% | −2,142−12.8% | Reduced |
| Eads & Heald Wealth Management | 14,563 | $2.17M | 1.14% | −310−2.1% | Reduced |
| Empower Advisory Group, LLC | 14,623 | $2.18M | 0.01% | −264−1.8% | Reduced |
| Grandfield & Dodd, LLC | 14,650 | $2.19M | 0.16% | −108−0.7% | Reduced |
| Rehmann Capital Advisory Group | 14,698 | $2.19M | 0.20% | −300−2.0% | Reduced |
| Kanawha Capital Management LLC | 14,753 | $2.20M | 0.21% | −50.0% | Reduced |
| Condor Capital Management | 14,766 | $2.20M | 0.27% | +96+0.7% | Added |
| Proequities, Inc. | 14,799 | $2.21M | 0.17% | −3,291−18.2% | Reduced |
| Intrinsic Value Partners, LLC | 14,829 | $2.21M | 2.84% | −24−0.2% | Reduced |
| Evercore Wealth Management, LLC | 14,927 | $2.23M | 0.04% | +632+4.4% | Added |
| Advanced Portfolio Management, LLC | 15,000 | $2.24M | 1.95% | +15,000 | New |
| Empire Financial Management Company, LLC | 15,088 | $2.25M | 0.98% | −1,057−6.5% | Reduced |
| Tower Bridge Advisors | 15,127 | $2.26M | 0.21% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 15,284 | $2.28M | 0.72% | −325−2.1% | Reduced |
| L & S Advisors Inc | 15,348 | $2.29M | 0.33% | −664−4.1% | Reduced |
| Glenview Trust Co | 15,530 | $2.32M | 0.06% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 15,566 | $2.32M | 1.10% | +110+0.7% | Added |
| Duality Advisers, LP | 15,619 | $2.33M | 0.28% | +15,619 | New |
| William Allan, LLC | 15,624 | $2.33M | 1.85% | −192−1.2% | Reduced |
| Lincoln Capital LLC | 15,658 | $2.34M | 0.61% | +342+2.2% | Added |
| Beese Fulmer Investment Management, Inc. | 15,746 | $2.35M | 0.26% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 15,768 | $2.35M | 0.48% | −720−4.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,773 | $2.35M | 0.15% | +5,495+53.5% | Added |
| Quantinno Capital Management LP | 15,828 | $2.36M | 0.11% | +2,509+18.8% | Added |
| Personal Cfo Solutions, LLC | 15,960 | $2.38M | 0.47% | +3,708+30.3% | Added |
| Brave Asset Management Inc | 15,996 | $2.39M | 0.73% | 00.0% | Unchanged |
| Twin Tree Management, LP | 16,092 | $2.40M | 0.08% | +16,092 | New |
| Arjuna Capital | 16,115 | $2.40M | 0.86% | +297+1.9% | Added |
| Briggs Advisory Group, Inc. | 16,295 | $2.43M | 1.39% | −1,135−6.5% | Reduced |
| Mirador Capital Partners LP | 16,459 | $2.46M | 0.56% | +279+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,495 | $2.46M | 0.09% | −11−0.1% | Reduced |
| Virtu Financial LLC | 16,548 | $2.47M | 0.25% | +16,548 | New |
| Toroso Investments, LLC | 16,745 | $2.50M | 0.08% | +1,614+10.7% | Added |
| Nemes Rush Group LLC | 16,785 | $2.50M | 0.45% | −25−0.1% | Reduced |
| Hodges Capital Management Inc. | 16,805 | $2.51M | 0.30% | −13,367−44.3% | Reduced |
| Nomura Holdings Inc | 16,812 | $2.51M | 0.03% | +16,812 | New |
| Lodestone Wealth Management LLC | 16,827 | $2.51M | 1.77% | −510−2.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,845 | $2.51M | 0.25% | +16,845 | New |
| Canandaigua National Bank & Trust Co | 16,947 | $2.53M | 0.41% | −74−0.4% | Reduced |
| Pring Turner Capital Group Inc | 16,973 | $2.53M | 2.12% | −42−0.2% | Reduced |
| AIA Group Ltd | 17,038 | $2.54M | 0.12% | +12,550+279.6% | Added |