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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 2,752 | $410.6K | 0.06% | +217+8.6% | Added |
| Athena Investment Management | 2,773 | $413.7K | 0.30% | −12−0.4% | Reduced |
| Sage Mountain Advisors LLC | 2,785 | $415.5K | 0.06% | +452+19.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $415.6K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,790 | $416.2K | 0.07% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,793 | $416.7K | 0.05% | −52−1.8% | Reduced |
| Nilsine Partners, LLC | 2,798 | $417.4K | 0.06% | −16−0.6% | Reduced |
| WealthTrust Axiom LLC | 2,799 | $417.7K | 0.15% | −3,354−54.5% | Reduced |
| Marietta Investment Partners LLC | 2,800 | $417.7K | 0.12% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $417.7K | 0.39% | 00.0% | Unchanged |
| Centennial Bank | 2,800 | $417.7K | 0.29% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $417.9K | 0.01% | −200−6.7% | Reduced |
| McIlrath & Eck, LLC | 2,802 | $418.0K | 0.08% | −50−1.8% | Reduced |
| Cornerstone Wealth Group, LLC | 2,804 | $418.4K | 0.07% | −53−1.9% | Reduced |
| Financial Management Network Inc | 2,857 | $418.9K | 0.14% | −21−0.7% | Reduced |
| Caxton Associates LP | 2,810 | $419.2K | 0.06% | −2,121−43.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,811 | $419.4K | 0.31% | +76+2.8% | Added |
| Sendero Wealth Management, LLC | 2,814 | $419.8K | 0.09% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,824 | $421.0K | 0.09% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,827 | $421.7K | 0.26% | +10.0% | Added |
| Fortune Financial Advisors, LLC | 2,844 | $424.3K | 0.32% | +8+0.3% | Added |
| Scissortail Wealth Management, LLC | 3,000 | $424.7K | 0.33% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,848 | $424.9K | 0.02% | +50+1.8% | Added |
| Bristol John W & Co Inc | 2,851 | $425.3K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,863 | $427.1K | 0.06% | −10,100−77.9% | Reduced |
| Bath Savings Trust Co | 2,873 | $428.6K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,879 | $429.5K | 0.13% | 00.0% | Unchanged |
| Summit Financial Group Inc | 2,885 | $430.4K | 0.18% | −1,225−29.8% | Reduced |
| Eagle Asset Management Inc | 2,889 | $431.0K | 0.00% | +711+32.6% | Added |
| Global Trust Asset Management, LLC | 2,892 | $431.5K | 0.21% | +14+0.5% | Added |
| VeraBank, N.A. | 2,898 | $432.4K | 0.17% | −66−2.2% | Reduced |
| Twin Lakes Capital Management, LLC | 2,898 | $432.4K | 0.32% | +4+0.1% | Added |
| Zullo Investment Group, Inc. | 2,906 | $433.7K | 0.25% | +317+12.2% | Added |
| Cambridge Advisors Inc. | 2,910 | $434.1K | 0.12% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,920 | $435.6K | 0.30% | −410−12.3% | Reduced |
| MWA Asset Management | 2,930 | $437.1K | 0.42% | +2,930 | New |
| PDS Planning, Inc | 2,969 | $443.0K | 0.06% | +56+1.9% | Added |
| Jefferies Financial Group Inc. | 2,973 | $443.5K | 0.01% | −3,915−56.8% | Reduced |
| Tradition Wealth Management, LLC | 2,978 | $444.0K | 0.05% | +88+3.0% | Added |
| Credit Capital Investments LLC | 2,979 | $444.4K | 0.59% | +2,979 | New |
| Legal Advantage Investments, Inc. | 3,000 | $447.6K | 0.32% | −100−3.2% | Reduced |
| Authentikos Wealth Advisory, LLC | 3,000 | $447.6K | 0.43% | −22−0.7% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $447.6K | 0.23% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,006 | $448.5K | 0.03% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,015 | $450.0K | 0.03% | +747+32.9% | Added |
| MCF Advisors LLC | 3,030 | $452.1K | 0.04% | +63+2.1% | Added |
| Shufro Rose & Co LLC | 3,033 | $452.5K | 0.04% | −28−0.9% | Reduced |
| ERn Financial, LLC | 3,035 | $452.8K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,041 | $453.6K | 0.06% | −423−12.2% | Reduced |
| FirstPurpose Wealth LLC | 3,049 | $454.9K | 0.20% | +30+1.0% | Added |
| Acima Private Wealth, LLC | 3,056 | $455.9K | 0.20% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,063 | $457.0K | 0.19% | +11+0.4% | Added |
| Westmount Partners, LLC | 3,067 | $457.6K | 0.20% | −19−0.6% | Reduced |
| Proficio Capital Partners LLC | 3,080 | $459.5K | 0.06% | +1,442+88.0% | Added |
| Arrow Financial Corp | 3,085 | $460.3K | 0.05% | −263−7.9% | Reduced |
| Perpetual Ltd | 3,087 | $460.6K | 0.00% | −630−16.9% | Reduced |
| CoreFirst Bank & Trust | 3,098 | $462.2K | 0.33% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,099 | $462.3K | 0.05% | −204−6.2% | Reduced |
| Hamilton Capital, LLC | 3,102 | $462.8K | 0.04% | +107+3.6% | Added |
| Abbrea Capital, LLC | 3,102 | $463.0K | 0.07% | −505−14.0% | Reduced |
| Cary Street Partners Asset Management LLC | 3,114 | $464.6K | 0.09% | −112−3.5% | Reduced |
| Eagle Ridge Investment Management | 3,139 | $468.3K | 0.05% | 00.0% | Unchanged |
| Exchange Bank | 3,139 | $468.3K | 0.45% | 00.0% | Unchanged |
| Plancorp, LLC | 3,145 | $469.2K | 0.03% | +54+1.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,146 | $469.4K | 0.10% | −171−5.2% | Reduced |
| Hoylecohen, LLC | 3,165 | $472.2K | 0.04% | −76−2.3% | Reduced |
| Ridgewood Investments LLC | 3,174 | $473.5K | 0.31% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,231 | $474.2K | 0.23% | +3,231 | New |
| Clean Yield Group | 3,132 | $474.5K | 0.21% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,181 | $474.6K | 0.04% | −261−7.6% | Reduced |
| Worldquant Millennium Advisors LLC | 3,193 | $476.4K | 0.01% | −179,771−98.3% | Reduced |
| Axxcess Wealth Management, LLC | 3,196 | $476.8K | 0.02% | +3,196 | New |
| Altfest L J & Co Inc | 3,195 | $477.0K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,216 | $479.8K | 0.08% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,219 | $480.2K | 0.14% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,220 | $480.4K | 0.19% | −18−0.6% | Reduced |
| Purus Wealth Management, LLC | 3,222 | $480.6K | 0.32% | −43−1.3% | Reduced |
| Tobam | 3,225 | $481.0K | 0.04% | +261+8.8% | Added |
| Matrix Asset Advisors Inc | 3,228 | $481.6K | 0.07% | 00.0% | Unchanged |
| Advisor Resource Council | 3,247 | $484.4K | 0.32% | +262+8.8% | Added |
| CWA Asset Management Group, LLC | 3,248 | $484.6K | 0.04% | +50+1.6% | Added |
| Banque Pictet & Cie SA | 3,250 | $484.9K | 0.01% | +3,250 | New |
| BSW Wealth Partners | 3,261 | $486.5K | 0.11% | +121+3.9% | Added |
| SignalPoint Asset Management, LLC | 3,263 | $486.8K | 0.16% | +10.0% | Added |
| Quadrant Private Wealth Management, LLC | 3,284 | $489.9K | 0.16% | −762−18.8% | Reduced |
| Somerville Kurt F | 3,285 | $490.1K | 0.10% | −240−6.8% | Reduced |
| Hartford Financial Management Inc. | 3,288 | $490.5K | 0.13% | −5−0.2% | Reduced |
| Tanager Wealth Management LLP | 3,294 | $491.4K | 0.10% | +146+4.6% | Added |
| Private Ocean, LLC | 3,295 | $491.5K | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,301 | $492.5K | 0.05% | −2,268−40.7% | Reduced |
| Journey Strategic Wealth LLC | 3,302 | $492.6K | 0.02% | +10+0.3% | Added |
| LVW Advisors, LLC | 3,314 | $494.4K | 0.11% | +607+22.4% | Added |
| Aspen Investment Management Inc | 3,320 | $495.0K | 0.30% | +10+0.3% | Added |
| Cable Hill Partners, LLC | 3,319 | $495.2K | 0.07% | +81+2.5% | Added |
| Steel Peak Wealth Management LLC | 3,353 | $500.2K | 0.03% | −1,506−31.0% | Reduced |
| Philadelphia Trust Co | 3,357 | $501.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,378 | $504.0K | 0.24% | −746−18.1% | Reduced |
| OneAscent Financial Services LLC | 3,377 | $504.0K | 0.13% | +3,377 | New |
| Congress Wealth Management LLC | 3,392 | $506.1K | 0.01% | +78+2.4% | Added |
| Fort Pitt Capital Group, LLC | 3,393 | $506.2K | 0.02% | +166+5.1% | Added |