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 |
|---|---|---|---|---|---|
| FWL Investment Management, LLC | 300 | $44.8K | 0.03% | +300 | New |
| Covestor Ltd | 299 | $45.0K | 0.03% | +3+1.0% | Added |
| Credential Qtrade Securities Inc. | 303 | $45.2K | 0.00% | +160+111.9% | Added |
| BOK Financial Private Wealth, Inc. | 314 | $46.8K | 0.00% | +300+2,142.9% | Added |
| Ritter Daniher Financial Advisory LLC | 325 | $48.5K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 333 | $49.7K | 0.01% | +264+382.6% | Added |
| Vestor Capital, LLC | 337 | $50.0K | 0.01% | +47+16.2% | Added |
| Pinnacle Bancorp, Inc. | 340 | $50.7K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 359 | $53.6K | 0.02% | +301+519.0% | Added |
| Tacita Capital Inc | 360 | $53.7K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 363 | $54.2K | 0.01% | +5+1.4% | Added |
| Ironwood Wealth Management, Inc. | 377 | $55.5K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 389 | $58.0K | 0.05% | +7+1.8% | Added |
| Sutton Wealth Advisors Inc. | 392 | $58.5K | 0.03% | −1−0.3% | Reduced |
| Johnson Financial Group, Inc. | 395 | $58.9K | 0.00% | −10−2.5% | Reduced |
| Northwest Investment Counselors, LLC | 396 | $59.1K | 0.02% | +35+9.7% | Added |
| Logan Capital Management Inc | 400 | $59.7K | 0.00% | −265−39.8% | Reduced |
| Field & Main Bank | 400 | $59.7K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 400 | $59.8K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 404 | $60.3K | 0.02% | +2+0.5% | Added |
| Creative Financial Designs Inc | 417 | $62.2K | 0.01% | +35+9.2% | Added |
| Bay Harbor Wealth Management, LLC | 421 | $62.8K | 0.03% | +6+1.4% | Added |
| Financial Freedom, LLC | 440 | $65.6K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 450 | $67.1K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $67.1K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 451 | $67.3K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 452 | $67.4K | 0.01% | −250−35.6% | Reduced |
| AdvisorNet Financial, Inc | 464 | $69.2K | 0.01% | −3,989−89.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 466 | $69.5K | 0.04% | +466 | New |
| JCIC Asset Management Inc. | 470 | $70.1K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 471 | $70.3K | 0.00% | +1+0.2% | Added |
| C M Bidwell & Associates Ltd | 480 | $71.6K | 0.05% | −1,322−73.4% | Reduced |
| West Paces Advisors Inc. | 497 | $74.1K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 500 | $74.6K | 0.01% | +19+4.0% | Added |
| New Millennium Group LLC | 506 | $75.5K | 0.07% | 00.0% | Unchanged |
| Granite FO LLC | 508 | $75.8K | 0.05% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 508 | $75.8K | 0.01% | +508 | New |
| PrairieView Partners, LLC | 516 | $76.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 518 | $77.0K | 0.03% | +50+10.7% | Added |
| Register Financial Advisors LLC | 526 | $78.5K | 0.06% | +9+1.7% | Added |
| Canton Hathaway, LLC | 530 | $79.0K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 533 | $79.5K | 0.07% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 541 | $80.7K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 552 | $82.3K | 0.05% | +1+0.2% | Added |
| Westchester Capital Management, Inc. | 560 | $83.5K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 563 | $84.0K | 0.04% | +563 | New |
| American State Bank (Iowa) | 570 | $85.0K | 0.06% | 00.0% | Unchanged |
| ORG Partners LLC | 575 | $85.8K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 594 | $89.0K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 600 | $89.5K | 0.03% | +600 | New |
| TFC Financial Management | 602 | $89.8K | 0.02% | −2−0.3% | Reduced |
| Core Alternative Capital | 635 | $94.8K | 0.01% | −18−2.8% | Reduced |
| Versant Capital Management, Inc | 641 | $95.6K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 645 | $96.2K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 658 | $98.2K | 0.02% | −67−9.2% | Reduced |
| Financial Management Professionals, Inc. | 685 | $102.0K | 0.02% | +23+3.5% | Added |
| First Community Trust NA | 685 | $102.2K | 0.12% | 00.0% | Unchanged |
| Avalon Trust Co | 685 | $102.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 693 | $103.4K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 700 | $104.0K | 0.07% | −366−34.3% | Reduced |
| Cyrus J. Lawrence, LLC | 711 | $106.0K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 734 | $109.5K | 0.05% | +734 | New |
| Avion Wealth | 744 | $110.0K | 0.03% | +106+16.6% | Added |
| Salomon & Ludwin, LLC | 738 | $110.1K | 0.01% | +738 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 758 | $113.0K | 0.07% | −65−7.9% | Reduced |
| CNB Bank | 758 | $113.1K | 0.07% | −192−20.2% | Reduced |
| Kelly Financial Services LLC | 780 | $116.4K | 0.05% | +1+0.1% | Added |
| Providence Capital Advisors, LLC | 789 | $117.7K | 0.03% | +19+2.5% | Added |
| 1832 Asset Management L.P. | 804 | $119.9K | 0.00% | −154−16.1% | Reduced |
| Mascoma Wealth Management LLC | 809 | $120.7K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $125.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 840 | $125.3K | 0.08% | +840 | New |
| Wolff Wiese Magana LLC | 860 | $128.3K | 0.10% | −5−0.6% | Reduced |
| Legacy Bridge, LLC | 865 | $129.1K | 0.09% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 868 | $130.0K | 0.03% | +30+3.6% | Added |
| Deseret Mutual Benefit Administrators | 877 | $130.8K | 0.06% | −111−11.2% | Reduced |
| WR Wealth Planners, LLC | 883 | $131.7K | 0.05% | +20+2.3% | Added |
| West Branch Capital LLC | 884 | $131.9K | 0.07% | −500−36.1% | Reduced |
| Trifecta Capital Advisors, LLC | 886 | $132.2K | 0.04% | −390−30.6% | Reduced |
| PFG Private Wealth Management, LLC | 888 | $132.5K | 0.10% | −159−15.2% | Reduced |
| Northwest Capital Management Inc | 888 | $132.5K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 898 | $134.0K | 0.01% | +470+109.8% | Added |
| General Partner, Inc. | 936 | $139.6K | 0.12% | 00.0% | Unchanged |
| Truvestments Capital LLC | 964 | $143.7K | 0.07% | −248−20.5% | Reduced |
| Farmers & Merchants Investments Inc | 969 | $144.6K | 0.01% | +49+5.3% | Added |
| Osterweis Capital Management Inc | 982 | $146.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 982 | $146.5K | 0.04% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $149.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $149.2K | 0.09% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 1,000 | $149.2K | 0.06% | −6,000−85.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,059 | $158.0K | 0.00% | +90+9.3% | Added |
| Independence Bank of Kentucky | 1,065 | $158.9K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,069 | $159.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,067 | $159.2K | 0.05% | +60+6.0% | Added |
| Icon Wealth Partners, LLC | 1,105 | $164.9K | 0.02% | −5,666−83.7% | Reduced |
| Centaurus Financial, Inc. | 1,109 | $165.0K | 0.01% | −38−3.3% | Reduced |
| Global Financial Private Client, LLC | 1,132 | $169.2K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,140 | $170.1K | 0.09% | +75+7.0% | Added |
| Valley National Advisers Inc | 1,170 | $175.0K | 0.03% | +39+3.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,192 | $177.8K | 0.08% | 00.0% | Unchanged |