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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 1,577 | $235.3K | 0.07% | +2+0.1% | Added |
| Laird Norton Trust Company, LLC | 1,579 | $235.6K | 0.03% | 00.0% | Unchanged |
| Burton Enright Welch | 1,585 | $236.5K | 0.07% | +1,585 | New |
| Virtue Capital Management, LLC | 1,352 | $237.4K | 0.04% | 00.0% | Unchanged |
| First International Bank & Trust | 1,592 | $237.5K | 0.09% | +301+23.3% | Added |
| Baker Boyer National Bank | 1,593 | $237.7K | 0.10% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,593 | $237.7K | 0.06% | +9+0.6% | Added |
| Puzo Michael J | 1,600 | $238.7K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $238.7K | 0.14% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $238.7K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,601 | $238.8K | 0.18% | +2+0.1% | Added |
| Westwood Management Corp | 1,600 | $239.0K | 0.03% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,608 | $239.0K | 0.10% | +1,608 | New |
| Legacy Financial Strategies, LLC | 1,567 | $239.7K | 0.08% | +1+0.1% | Added |
| Northwest Wealth Management, LLC | 1,611 | $240.3K | 0.09% | −3−0.2% | Reduced |
| Acorn Wealth Advisors, LLC | 1,613 | $240.6K | 0.16% | +3+0.2% | Added |
| Farther Finance Advisors, LLC | 1,615 | $241.0K | 0.04% | +838+107.9% | Added |
| Sterling Investment Advisors, Ltd. | 1,617 | $241.2K | 0.08% | +1+0.1% | Added |
| Five Oceans Advisors | 1,621 | $241.8K | 0.16% | −1−0.1% | Reduced |
| Terra Nova Asset Management LLC | 1,391 | $242.2K | 0.22% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,625 | $242.4K | 0.04% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,625 | $242.5K | 0.12% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,628 | $242.8K | 0.07% | +1+0.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,629 | $243.1K | 0.11% | +3+0.2% | Added |
| NFP Retirement, Inc. | 1,638 | $244.4K | 0.05% | −33−2.0% | Reduced |
| Ruggaard & Associates LLC | 1,640 | $244.6K | 0.15% | −16−1.0% | Reduced |
| City Holding Co | 1,640 | $244.7K | 0.04% | −2−0.1% | Reduced |
| Howe & Rusling Inc | 1,646 | $245.6K | 0.03% | +16+1.0% | Added |
| Skba Capital Management LLC | 1,650 | $246.2K | 0.05% | 00.0% | Unchanged |
| Gratus Capital LLC | 1,652 | $246.4K | 0.02% | +1,652 | New |
| Oxbow Advisors, LLC | 1,653 | $246.6K | 0.04% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,655 | $247.0K | 0.03% | −805−32.7% | Reduced |
| Schubert & Co | 1,657 | $247.2K | 0.25% | +7+0.4% | Added |
| Fagan Associates, Inc. | 1,660 | $247.7K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,664 | $248.2K | 0.09% | +42+2.6% | Added |
| Sunbelt Securities, Inc. | 1,673 | $249.6K | 0.03% | +378+29.2% | Added |
| Michael B. Yongue | 1,675 | $249.9K | 0.24% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,676 | $250.0K | 0.02% | −89−5.0% | Reduced |
| Hyperion Capital Advisors LP | 1,680 | $250.6K | 0.14% | +1,680 | New |
| Heritage Investment Group, Inc. | 1,681 | $251.0K | 0.07% | +109+6.9% | Added |
| Kolinsky Wealth Management, LLC | 1,688 | $251.8K | 0.25% | +83+5.2% | Added |
| Atlantic Trust, LLC | 1,694 | $252.7K | 0.08% | +500+41.9% | Added |
| Sittner & Nelson, LLC | 1,698 | $253.3K | 0.15% | +2+0.1% | Added |
| Prelude Capital Management, LLC | 1,699 | $253.5K | 0.02% | +1,699 | New |
| Zevenbergen Capital Investments LLC | 1,700 | $253.6K | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,707 | $254.7K | 0.02% | −31−1.8% | Reduced |
| First Business Financial Services, Inc. | 1,711 | $255.3K | 0.03% | +81+5.0% | Added |
| Cozad Asset Management Inc | 1,713 | $255.6K | 0.03% | +67+4.1% | Added |
| Lafayette Investments, Inc. | 1,713 | $255.6K | 0.07% | +124+7.8% | Added |
| Consolidated Portfolio Review Corp | 1,717 | $256.2K | 0.06% | −2−0.1% | Reduced |
| Flagship Private Wealth, LLC | 1,725 | $257.3K | 0.23% | +71+4.3% | Added |
| SRS Capital Advisors, Inc. | 1,726 | $257.4K | 0.03% | +452+35.5% | Added |
| Mirabella Financial Services LLP | 1,728 | $257.8K | 0.04% | +1,728 | New |
| Investors Research Corp | 1,736 | $259.0K | 0.07% | +11+0.6% | Added |
| Olistico Wealth, LLC | 1,742 | $259.9K | 0.23% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,744 | $260.2K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,744 | $260.2K | 0.08% | +1,744 | New |
| Wealthquest Corp | 1,746 | $260.5K | 0.03% | +27+1.6% | Added |
| Fulton Breakefield Broenniman LLC | 1,748 | $260.7K | 0.02% | +50+2.9% | Added |
| Laidlaw Wealth Management LLC | 1,753 | $261.5K | 0.09% | −227−11.5% | Reduced |
| Raleigh Capital Management Inc. | 1,756 | $262.0K | 0.13% | +154+9.6% | Added |
| LCNB Corp | 1,757 | $262.1K | 0.12% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,758 | $262.3K | 0.07% | −60−3.3% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $263.3K | 0.04% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,766 | $263.5K | 0.09% | +2+0.1% | Added |
| HCR Wealth Advisors | 1,775 | $264.8K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,777 | $265.1K | 0.09% | +72+4.2% | Added |
| Allred Capital Management, LLC | 1,778 | $265.2K | 0.13% | −1−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 1,783 | $266.0K | 0.06% | +4+0.2% | Added |
| FourThought Financial Partners, LLC | 1,789 | $267.0K | 0.04% | −5−0.3% | Reduced |
| Riverwater Partners LLC | 1,793 | $267.5K | 0.24% | +4+0.2% | Added |
| Merriman Wealth Management, LLC | 1,796 | $267.9K | 0.01% | −35−1.9% | Reduced |
| Seven Mile Advisory | 1,801 | $268.7K | 0.28% | −68−3.6% | Reduced |
| Fairbanks Capital Management, Inc. | 1,801 | $268.7K | 0.23% | −340−15.9% | Reduced |
| Northside Capital Management, LLC | 1,805 | $269.3K | 0.06% | 00.0% | Unchanged |
| Forte Capital LLC | 1,813 | $270.5K | 0.04% | +337+22.8% | Added |
| Atomi Financial Group, Inc. | 1,818 | $271.2K | 0.09% | +489+36.8% | Added |
| KPP Advisory Services LLC | 1,821 | $271.7K | 0.09% | +1,821 | New |
| Investment Management Corp of Ontario | 1,825 | $272.3K | 0.01% | +553+43.5% | Added |
| Financial Connections Group, Inc. | 1,834 | $273.0K | 0.34% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,833 | $273.5K | 0.10% | −78−4.1% | Reduced |
| Paul Damon & Associates, Inc. | 1,836 | $273.9K | 0.18% | −4−0.2% | Reduced |
| Arden Trust Co | 1,841 | $274.7K | 0.05% | −447−19.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,849 | $275.0K | 0.14% | +1,849 | New |
| Tillman Hartley LLC | 1,846 | $275.4K | 0.11% | −62−3.2% | Reduced |
| Blueshift Asset Management, LLC | 1,847 | $275.6K | 0.16% | +1,847 | New |
| Integrated Advisors Network LLC | 1,848 | $275.6K | 0.02% | −111−5.7% | Reduced |
| Arista Wealth Management, LLC | 1,850 | $276.0K | 0.11% | +11+0.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,854 | $276.5K | 0.02% | −77−4.0% | Reduced |
| Thompson Investment Management, Inc. | 1,856 | $276.9K | 0.05% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $277.2K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,869 | $279.0K | 0.11% | −2,293−55.1% | Reduced |
| Liberty Wealth Management LLC | 1,871 | $279.0K | 0.07% | +4+0.2% | Added |
| Comerica Securities,inc. | 1,872 | $279.3K | 0.02% | +189+11.2% | Added |
| Verity & Verity, LLC | 1,874 | $279.6K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,878 | $280.2K | 0.19% | +7+0.4% | Added |
| Forza Wealth Management, LLC | 1,878 | $280.2K | 0.14% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,880 | $280.5K | 0.10% | −200−9.6% | Reduced |
| First Personal Financial Services | 1,894 | $282.6K | 0.07% | −150−7.3% | Reduced |
| Banco BTG Pactual S.A. | 1,894 | $282.6K | 0.11% | +1,894 | New |