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 |
|---|---|---|---|---|---|
| Cairn Investment Group, Inc. | 1,900 | $283.0K | 0.19% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,896 | $283.0K | 0.08% | +203+12.0% | Added |
| Barton Investment Management | 1,900 | $283.5K | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,915 | $285.7K | 0.01% | −6,469−77.2% | Reduced |
| StoneX Group Inc. | 1,921 | $286.5K | 0.03% | −347−15.3% | Reduced |
| Accurate Wealth Management, LLC | 1,859 | $286.9K | 0.09% | +271+17.1% | Added |
| Golden State Equity Partners | 1,927 | $287.4K | 0.08% | +154+8.7% | Added |
| Missouri Trust & Investment Co | 1,928 | $287.6K | 0.13% | −73−3.6% | Reduced |
| Venturi Wealth Management, LLC | 1,931 | $288.1K | 0.02% | −289−13.0% | Reduced |
| Independent Family Office, LLC | 1,932 | $288.2K | 0.18% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,937 | $288.9K | 0.13% | −76−3.8% | Reduced |
| Davis R M Inc | 1,934 | $289.0K | 0.01% | −23−1.2% | Reduced |
| Mechanics Financial Corp | 1,950 | $290.9K | 0.16% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,952 | $291.2K | 0.09% | −87−4.3% | Reduced |
| First National Bank | 1,963 | $292.9K | 0.26% | 00.0% | Unchanged |
| Washington Trust Bank | 1,967 | $293.5K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,971 | $294.1K | 0.01% | +300+18.0% | Added |
| Ridgecrest Wealth Partners, LLC | 1,976 | $294.8K | 0.21% | −10−0.5% | Reduced |
| Allen Investment Management LLC | 1,976 | $294.8K | 0.00% | +35+1.8% | Added |
| Arcataur Capital Management LLC | 1,980 | $295.4K | 0.12% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,985 | $296.1K | 0.08% | +17+0.9% | Added |
| FinTrust Capital Advisors, LLC | 1,994 | $297.5K | 0.07% | −153−7.1% | Reduced |
| Burney Co | 1,995 | $297.6K | 0.01% | −1,145−36.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,995 | $297.6K | 0.07% | +88+4.6% | Added |
| Magnolia Capital Management Ltd | 2,000 | $298.0K | 0.29% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,000 | $298.4K | 0.03% | −300−13.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $298.4K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 2,000 | $298.4K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $298.4K | 0.06% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $298.4K | 0.31% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,005 | $299.1K | 0.03% | +18+0.9% | Added |
| Financial Advocates Investment Management | 2,011 | $300.0K | 0.02% | +127+6.7% | Added |
| Navellier & Associates Inc | 2,016 | $300.8K | 0.05% | −384−16.0% | Reduced |
| Cypress Capital Group | 2,017 | $300.9K | 0.04% | −10−0.5% | Reduced |
| Auxano Advisors, LLC | 2,019 | $301.2K | 0.12% | +2,019 | New |
| Waddell & Associates, LLC | 2,036 | $303.7K | 0.04% | +7+0.3% | Added |
| Regal Investment Advisors LLC | 2,038 | $304.1K | 0.03% | +512+33.6% | Added |
| Thomasville National Bank | 2,046 | $305.2K | 0.03% | +62+3.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,047 | $305.4K | 0.14% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,050 | $305.8K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,053 | $306.3K | 0.21% | −10.0% | Reduced |
| Mystic Asset Management, Inc. | 2,055 | $306.6K | 0.17% | −125−5.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,056 | $306.8K | 0.17% | +364+21.5% | Added |
| Whitener Capital Management, Inc. | 2,060 | $307.3K | 0.12% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,063 | $307.8K | 0.01% | −317−13.3% | Reduced |
| KG&L Capital Management,LLC | 2,064 | $307.9K | 0.15% | +671+48.2% | Added |
| Chapin Davis, Inc. | 2,064 | $307.9K | 0.15% | +60+3.0% | Added |
| Phoenix Wealth Advisors | 2,069 | $308.7K | 0.18% | +40+2.0% | Added |
| Dearborn Partners LLC | 2,074 | $309.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,089 | $311.6K | 0.05% | −11−0.5% | Reduced |
| Security National Bank of So Dak | 2,100 | $313.3K | 0.23% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,105 | $314.0K | 0.23% | −48−2.2% | Reduced |
| Central Bank & Trust Co | 2,107 | $314.3K | 0.05% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,109 | $314.6K | 0.14% | +7+0.3% | Added |
| Aberdeen Wealth Management LLC | 2,111 | $314.9K | 0.24% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,112 | $315.1K | 0.09% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,112 | $315.2K | 0.19% | +10.0% | Added |
| Lake Street Financial LLC | 2,100 | $315.5K | 0.06% | +67+3.3% | Added |
| Sage Private Wealth Group, LLC | 2,116 | $315.8K | 0.43% | +45+2.2% | Added |
| Contravisory Investment Management, Inc. | 2,120 | $316.3K | 0.09% | −105−4.7% | Reduced |
| Opal Wealth Advisors, LLC | 2,121 | $316.4K | 0.19% | +310+17.1% | Added |
| Level Four Advisory Services, LLC | 2,138 | $319.0K | 0.02% | −407−16.0% | Reduced |
| Donaldson Capital Management, LLC | 2,140 | $319.2K | 0.02% | −56−2.6% | Reduced |
| Advisor OS, LLC | 2,142 | $319.6K | 0.05% | −47−2.1% | Reduced |
| Silverlake Wealth Management LLC | 2,142 | $319.6K | 0.18% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,146 | $320.2K | 0.19% | +2,146 | New |
| Greylin Investment Mangement Inc | 2,150 | $320.8K | 0.06% | 00.0% | Unchanged |
| Next Level Private LLC | 2,151 | $321.5K | 0.21% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,155 | $321.6K | 0.15% | +412+23.6% | Added |
| StrategIQ Financial Group, LLC | 2,156 | $321.6K | 0.04% | −112−4.9% | Reduced |
| Bangor Savings Bank | 2,158 | $322.0K | 0.04% | −150−6.5% | Reduced |
| Waters Parkerson & Co., LLC | 2,159 | $322.0K | 0.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,159 | $322.1K | 0.13% | −503−18.9% | Reduced |
| Yarbrough Capital, LLC | 2,161 | $322.4K | 0.02% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,162 | $322.5K | 0.19% | +5+0.2% | Added |
| Wealth Architects, LLC | 2,162 | $322.6K | 0.05% | −29−1.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,170 | $323.7K | 0.01% | +6+0.3% | Added |
| Rossmore Private Capital | 2,170 | $323.7K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,171 | $323.9K | 0.32% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,170 | $324.0K | 0.13% | +100+4.8% | Added |
| Founders Financial Alliance, LLC | 2,174 | $324.3K | 0.14% | −212−8.9% | Reduced |
| Means Investment Co., Inc. | 2,175 | $324.4K | 0.05% | −270−11.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,177 | $324.8K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 2,185 | $326.0K | 0.03% | −27−1.2% | Reduced |
| MidWestOne Financial Group, Inc. | 2,186 | $326.1K | 0.07% | −1,218−35.8% | Reduced |
| Legacy Financial Advisors, Inc. | 2,186 | $326.2K | 0.07% | −2−0.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,200 | $328.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,200 | $328.2K | 0.09% | −200−8.3% | Reduced |
| Wexford Capital LP | 2,200 | $328.2K | 0.07% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 2,203 | $328.7K | 0.08% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 2,211 | $330.0K | 0.10% | +8+0.4% | Added |
| Sunburst Financial Group, LLC | 2,212 | $330.0K | 0.12% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 2,217 | $330.8K | 0.60% | +203+10.1% | Added |
| Palisades Hudson Asset Management, L.P. | 2,217 | $331.0K | 0.18% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,204 | $331.1K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,220 | $331.2K | 0.06% | +429+24.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,225 | $332.4K | 0.08% | +74+3.4% | Added |
| Cadent Capital Advisors, LLC | 2,233 | $333.1K | 0.16% | −81−3.5% | Reduced |
| Glassman Wealth Services | 2,233 | $333.1K | 0.05% | +233+11.7% | Added |
| Morningstar Investment Management LLC | 2,242 | $334.0K | 0.05% | 00.0% | Unchanged |