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 |
|---|---|---|---|---|---|
| Key Financial Inc | 1,213 | $181.0K | 0.06% | −67−5.2% | Reduced |
| Magellan Asset Management Ltd | 1,222 | $182.3K | 0.00% | +2+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,246 | $185.9K | 0.02% | +42+3.5% | Added |
| Tanglewood Legacy Advisors, LLC | 1,247 | $186.0K | 0.11% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,250 | $186.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,299 | $193.8K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,316 | $196.3K | 0.04% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,322 | $197.2K | 0.44% | +1,322 | New |
| Godsey & Gibb Associates | 1,337 | $199.5K | 0.02% | −50−3.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,345 | $200.7K | 0.02% | −1−0.1% | Reduced |
| City State Bank | 1,345 | $201.0K | 0.11% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 1,348 | $201.1K | 0.15% | −14,139−91.3% | Reduced |
| Fulcrum Capital LLC | 1,350 | $201.4K | 0.06% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,353 | $201.9K | 0.03% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $202.0K | 0.11% | +1,357 | New |
| Knights of Columbus Asset Advisors LLC | 1,355 | $202.2K | 0.02% | −25,668−95.0% | Reduced |
| South State Corp. | 1,355 | $202.2K | 0.02% | −11,689−89.6% | Reduced |
| Connecticut Wealth Management, LLC | 1,359 | $202.7K | 0.01% | −60−4.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,359 | $202.7K | 0.18% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,365 | $203.6K | 0.02% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,240 | $203.9K | 0.06% | +1,240 | New |
| Advisors Management Group Inc | 1,369 | $204.0K | 0.06% | −10−0.7% | Reduced |
| Kenfarb & Co. | 1,375 | $205.1K | 0.19% | −375−21.4% | Reduced |
| BTC Capital Management, Inc. | 1,376 | $205.3K | 0.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,400 | $208.9K | 0.05% | −6−0.4% | Reduced |
| E&G Advisors, LP | 1,400 | $208.9K | 0.08% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,400 | $208.9K | 0.05% | +200+16.7% | Added |
| Centric Wealth Management | 1,401 | $209.0K | 0.09% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 1,402 | $209.2K | 0.01% | +1,402 | New |
| State of Wyoming | 1,403 | $209.3K | 0.05% | +1,403 | New |
| Diametric Capital, LP | 1,412 | $210.7K | 0.09% | +1,412 | New |
| Pure Financial Advisors, Inc. | 1,412 | $210.7K | 0.01% | +1,412 | New |
| Consolidated Planning Corp | 1,413 | $210.8K | 0.05% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,415 | $211.1K | 0.28% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 1,415 | $211.1K | 0.13% | +1,415 | New |
| Sovereign Financial Group, Inc. | 1,418 | $211.6K | 0.08% | +89+6.7% | Added |
| CIC Wealth, LLC | 1,421 | $212.0K | 0.08% | −45−3.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,402 | $212.4K | 0.01% | −83−5.6% | Reduced |
| Strait & Sound Wealth Management LLC | 1,427 | $212.9K | 0.18% | +45+3.3% | Added |
| Fairfield, Bush & Co. | 1,430 | $213.3K | 0.14% | −11,800−89.2% | Reduced |
| First Financial Bank - Trust Division | 1,433 | $213.8K | 0.02% | −309−17.7% | Reduced |
| Financial Advisors, LLC | 1,440 | $214.8K | 0.05% | −500−25.8% | Reduced |
| Hexagon Capital Partners LLC | 1,441 | $215.0K | 0.06% | −82−5.4% | Reduced |
| Garner Asset Management Corp | 1,440 | $215.0K | 0.13% | +1+0.1% | Added |
| East Coast Asset Management, LLC. | 1,442 | $215.1K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,445 | $215.6K | 0.03% | −8−0.6% | Reduced |
| Motco | 1,446 | $215.7K | 0.01% | −16−1.1% | Reduced |
| Hall Laurie J Trustee | 1,449 | $216.0K | 0.09% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,448 | $216.0K | 0.12% | −55−3.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,451 | $216.5K | 0.07% | +5+0.3% | Added |
| CapWealth Advisors, LLC | 1,459 | $217.7K | 0.03% | −112−7.1% | Reduced |
| Westover Capital Advisors, LLC | 1,460 | $217.8K | 0.08% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,460 | $217.8K | 0.03% | +1+0.1% | Added |
| Sonora Investment Management Group, LLC | 1,461 | $218.0K | 0.02% | −72−4.7% | Reduced |
| Northern Oak Wealth Management Inc | 1,462 | $218.1K | 0.03% | −685−31.9% | Reduced |
| JNBA Financial Advisors | 1,465 | $218.6K | 0.03% | +10+0.7% | Added |
| Perennial Investment Advisors, LLC | 1,467 | $218.9K | 0.04% | −47−3.1% | Reduced |
| Zions Bancorporation, N.A. | 1,468 | $219.0K | 0.02% | −4−0.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,478 | $220.5K | 0.06% | +205+16.1% | Added |
| Capital Square, LLC | 1,456 | $220.6K | 0.30% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,484 | $221.4K | 0.02% | +12+0.8% | Added |
| Roberts Wealth Advisors, LLC | 1,450 | $221.6K | 0.10% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,486 | $221.7K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,492 | $222.6K | 0.06% | +15+1.0% | Added |
| Carmel Capital Partners, LLC | 1,496 | $223.2K | 0.10% | +313+26.5% | Added |
| HFG Advisors, Inc. | 1,496 | $223.2K | 0.24% | −6−0.4% | Reduced |
| Davidson Trust Co | 1,499 | $223.6K | 0.17% | +71+5.0% | Added |
| Reliant Investment Management, LLC | 1,500 | $223.8K | 0.13% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $223.8K | 0.14% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,500 | $224.0K | 0.04% | 00.0% | Unchanged |
| United Bank | 1,505 | $224.5K | 0.03% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,508 | $225.0K | 0.01% | −324−17.7% | Reduced |
| Northwest Bancshares, Inc. | 1,509 | $225.1K | 0.04% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,512 | $225.6K | 0.09% | −5−0.3% | Reduced |
| Humankind Investments LLC | 1,514 | $225.9K | 0.09% | −86−5.4% | Reduced |
| Ancora Advisors, LLC | 1,519 | $226.6K | 0.01% | +261+20.7% | Added |
| Compass Ion Advisors, LLC | 1,519 | $226.6K | 0.04% | +1,519 | New |
| Elevated Capital Advisors, LLC | 1,521 | $227.0K | 0.08% | −28−1.8% | Reduced |
| Thrive Wealth Management, LLC | 1,522 | $227.1K | 0.06% | −84−5.2% | Reduced |
| Transcend Wealth Collective, LLC | 1,523 | $227.2K | 0.02% | +27+1.8% | Added |
| Mayfair Advisory Group, LLC | 1,507 | $227.5K | 0.22% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,525 | $228.0K | 0.05% | −12,656−89.2% | Reduced |
| West Family Investments, Inc. | 1,530 | $228.3K | 0.08% | +12+0.8% | Added |
| Armstrong Shaw Associates Inc | 1,534 | $228.9K | 0.24% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,536 | $229.2K | 0.09% | −61−3.8% | Reduced |
| MV Capital Management, Inc. | 1,537 | $229.3K | 0.03% | +6+0.4% | Added |
| Interchange Capital Partners, LLC | 1,535 | $229.5K | 0.18% | −116−7.0% | Reduced |
| MONECO Advisors, LLC | 1,542 | $230.1K | 0.06% | +45+3.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,548 | $231.0K | 0.03% | +253+19.5% | Added |
| Private Portfolio Partners LLC | 1,551 | $231.3K | 0.06% | +3+0.2% | Added |
| Wealth Advisory Solutions, LLC | 1,551 | $231.4K | 0.05% | +1,551 | New |
| Key Bridge Compliance, LLC | 1,551 | $231.4K | 0.07% | +1,551 | New |
| JFS Wealth Advisors, LLC | 1,552 | $231.5K | 0.02% | +259+20.0% | Added |
| Old Second National Bank of Aurora | 1,555 | $232.0K | 0.07% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,556 | $232.1K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,562 | $233.0K | 0.11% | −64−3.9% | Reduced |
| MQS Management LLC | 1,562 | $233.0K | 0.14% | +1,562 | New |
| Rockbridge Investment Management, LCC | 1,567 | $233.8K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,571 | $234.4K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,573 | $234.7K | 0.07% | −101−6.0% | Reduced |