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 |
|---|---|---|---|---|---|
| Quantum Private Wealth, LLC | 2,240 | $334.2K | 0.16% | 00.0% | Unchanged |
| G&S Capital LLC | 2,241 | $334.3K | 0.17% | +16+0.7% | Added |
| Herold Advisors, Inc. | 2,252 | $336.0K | 0.10% | −599−21.0% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $337.0K | 0.17% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 2,264 | $337.8K | 0.06% | −47−2.0% | Reduced |
| Prestige Wealth Management Group LLC | 2,266 | $338.1K | 0.08% | +1,584+232.3% | Added |
| Charles Schwab Trust Co | 2,267 | $338.2K | 0.04% | +217+10.6% | Added |
| Princeton Global Asset Management LLC | 2,268 | $338.4K | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,289 | $341.5K | 0.24% | +136+6.3% | Added |
| M&R Capital Management Inc | 2,290 | $341.6K | 0.09% | +3+0.1% | Added |
| One + One Wealth Management, LLC | 2,300 | $343.1K | 0.22% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,321 | $346.3K | 0.30% | −280−10.8% | Reduced |
| Tiemann Investment Advisors, LLC | 2,326 | $347.0K | 0.19% | +110+5.0% | Added |
| Patten Group, Inc. | 2,330 | $347.6K | 0.10% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,347 | $350.2K | 0.10% | +12+0.5% | Added |
| Pictet & Cie (Europe) SA | 2,351 | $350.7K | 0.01% | −317−11.9% | Reduced |
| Marex Group plc | 2,351 | $350.7K | 0.05% | +2,351 | New |
| Eudaimonia Partners, LLC | 2,357 | $351.6K | 0.09% | −23−1.0% | Reduced |
| 626 Financial, LLC | 2,358 | $351.7K | 0.24% | +10.0% | Added |
| Legacy Capital Wealth Partners, LLC | 2,359 | $351.9K | 0.10% | +2,359 | New |
| Astoria Portfolio Advisors LLC. | 2,460 | $352.6K | 0.17% | −152−5.8% | Reduced |
| Weaver Consulting Group | 2,378 | $354.8K | 0.16% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,384 | $355.6K | 0.18% | −16−0.7% | Reduced |
| Indiana Trust & Investment Management CO | 2,387 | $356.1K | 0.18% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,397 | $357.6K | 0.04% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,398 | $357.8K | 0.07% | +63+2.7% | Added |
| Westbourne Investment Advisors, Inc. | 2,398 | $358.0K | 0.16% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $358.1K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $358.1K | 0.26% | +485+25.3% | Added |
| Midwest Professional Planners, LTD. | 2,404 | $358.6K | 0.16% | +199+9.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,404 | $358.7K | 0.47% | +162+7.2% | Added |
| LS Investment Advisors, LLC | 2,406 | $359.0K | 0.07% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,408 | $359.3K | 0.14% | +4+0.2% | Added |
| Wittenberg Investment Management, Inc. | 2,410 | $359.5K | 0.13% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,413 | $360.0K | 0.04% | +119+5.2% | Added |
| Everhart Financial Group, Inc. | 2,417 | $360.6K | 0.15% | +256+11.8% | Added |
| Howland Capital Management LLC | 2,426 | $361.9K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 2,437 | $363.6K | 0.02% | 00.0% | Unchanged |
| Round Hill Asset Management | 2,447 | $365.1K | 0.24% | −25−1.0% | Reduced |
| Buckingham Strategic Partners | 2,450 | $365.6K | 0.02% | +2,450 | New |
| Sippican Capital Advisors | 2,453 | $366.0K | 0.34% | −25−1.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,456 | $366.4K | 0.08% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,456 | $366.4K | 0.13% | +19+0.8% | Added |
| Petrus Trust Company, LTA | 2,458 | $366.7K | 0.04% | +2,458 | New |
| Covenant Asset Management, LLC | 2,461 | $367.2K | 0.11% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,465 | $367.7K | 0.12% | −20−0.8% | Reduced |
| Benedetti & Gucer, Inc. | 2,474 | $369.1K | 0.20% | +167+7.2% | Added |
| Lindbrook Capital, LLC | 2,489 | $371.3K | 0.04% | +574+30.0% | Added |
| Addison Capital Co | 2,494 | $372.0K | 0.29% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,497 | $372.6K | 0.05% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $373.0K | 0.14% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $373.0K | 0.26% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,503 | $373.4K | 0.03% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 2,506 | $373.9K | 0.18% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,508 | $374.0K | 0.03% | −25,289−91.0% | Reduced |
| Burt Wealth Advisors | 2,515 | $375.2K | 0.12% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,524 | $377.0K | 0.08% | +106+4.4% | Added |
| Harbour Investment Management LLC | 2,539 | $378.8K | 0.22% | +39+1.6% | Added |
| Y.D. More Investments Ltd | 2,425 | $379.6K | 0.08% | −698−22.4% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $380.4K | 0.09% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,552 | $380.8K | 0.03% | +1,841+258.9% | Added |
| Ballast Advisors LLC | 2,555 | $381.2K | 0.15% | −35−1.4% | Reduced |
| Garrison Asset Management, LLC | 2,556 | $381.3K | 0.23% | −125−4.7% | Reduced |
| Northstar Asset Management LLC | 2,556 | $381.3K | 0.11% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,559 | $381.8K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,569 | $383.3K | 0.04% | +2,569 | New |
| Childress Capital Advisors, LLC | 2,590 | $383.6K | 0.13% | +2,590 | New |
| Quent Capital, LLC | 2,574 | $384.1K | 0.06% | +123+5.0% | Added |
| Monetary Management Group Inc | 2,575 | $384.2K | 0.13% | 00.0% | Unchanged |
| TNF LLC | 2,575 | $385.3K | 0.18% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,597 | $387.4K | 0.10% | −102−3.8% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $387.9K | 0.13% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,601 | $388.0K | 0.04% | 00.0% | Unchanged |
| KLK Capital Management LLC | 2,604 | $388.5K | 0.52% | +2,604 | New |
| LGT Fund Management Co Ltd. | 2,600 | $388.6K | 0.19% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,579 | $389.3K | 0.16% | +7+0.3% | Added |
| Stratos Wealth Advisors, LLC | 2,616 | $390.4K | 0.03% | +1,149+78.3% | Added |
| Impact Partnership Wealth, LLC | 2,641 | $394.0K | 0.12% | +2,440+1,213.9% | Added |
| Atlas Private Wealth Advisors | 2,650 | $395.5K | 0.07% | +1,004+61.0% | Added |
| REDW Wealth LLC | 2,656 | $396.2K | 0.12% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,662 | $397.1K | 0.04% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 5,747 | $398.3K | 0.44% | +2,117+58.3% | Added |
| InterOcean Capital Group, LLC | 2,672 | $398.6K | 0.01% | −484−15.3% | Reduced |
| Riverbridge Partners LLC | 2,673 | $398.8K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 2,675 | $399.1K | 0.02% | 00.0% | Unchanged |
| Provence Wealth Management Group | 2,679 | $399.7K | 0.25% | +493+22.6% | Added |
| Geneos Wealth Management Inc. | 2,688 | $401.1K | 0.02% | +396+17.3% | Added |
| Point Break Capital Management, LLC | 2,700 | $402.8K | 0.53% | +2,700 | New |
| Kozak & Associates, Inc. | 2,699 | $403.0K | 0.15% | +10+0.4% | Added |
| EverSource Wealth Advisors, LLC | 2,705 | $403.6K | 0.04% | −220−7.5% | Reduced |
| Triangle Securities Wealth Management | 2,710 | $404.3K | 0.14% | +34+1.3% | Added |
| Midwest Financial Group LLC | 2,723 | $406.0K | 0.34% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,722 | $406.1K | 0.35% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,722 | $406.1K | 0.01% | +274+11.2% | Added |
| Mechanics Bank Trust Department | 2,723 | $406.2K | 0.07% | −25−0.9% | Reduced |
| Essex Savings Bank | 2,726 | $406.7K | 0.14% | +5+0.2% | Added |
| Macroview Investment Management LLC | 2,730 | $407.3K | 0.55% | +2,730 | New |
| Strategic Blueprint, LLC | 2,734 | $407.9K | 0.04% | +400+17.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,721 | $408.7K | 0.02% | +2,721 | New |
| WMS Partners, LLC | 2,747 | $409.8K | 0.03% | −76−2.7% | Reduced |