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 |
|---|---|---|---|---|---|
| Caas Capital Management LP | 3,400 | $507.2K | 0.11% | +3,400 | New |
| Defined Wealth Management, LLC | 3,431 | $511.9K | 0.44% | +17+0.5% | Added |
| Arkadios Wealth Advisors | 3,449 | $514.5K | 0.05% | +226+7.0% | Added |
| Richwood Investment Advisors, LLC | 3,451 | $514.8K | 0.52% | −47−1.3% | Reduced |
| Breakwater Capital Group | 3,546 | $519.3K | 0.18% | +96+2.8% | Added |
| Carnegie Capital Asset Management, LLC | 3,481 | $519.4K | 0.02% | +128+3.8% | Added |
| Wesbanco Bank Inc | 3,489 | $520.5K | 0.02% | −50−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 3,496 | $521.5K | 0.07% | +1,384+65.5% | Added |
| Archford Capital Strategies, LLC | 3,502 | $522.5K | 0.10% | −92−2.6% | Reduced |
| Colonial Trust Advisors | 3,503 | $522.6K | 0.06% | −39−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 3,508 | $523.2K | 0.02% | +13+0.4% | Added |
| Hills Bank & Trust Co | 3,530 | $526.6K | 0.06% | 00.0% | Unchanged |
| Transform Wealth, LLC | 3,542 | $528.4K | 0.06% | +101+2.9% | Added |
| Oak Asset Management, LLC | 3,580 | $534.1K | 0.23% | +1,434+66.8% | Added |
| Saybrook Capital | 3,600 | $537.0K | 0.16% | 00.0% | Unchanged |
| Solitude Financial Services | 3,600 | $537.1K | 0.30% | +360+11.1% | Added |
| Trillium Asset Management, LLC | 3,611 | $539.0K | 0.02% | +85+2.4% | Added |
| Platform Technology Partners | 5,121 | $540.7K | 0.25% | +1,476+40.5% | Added |
| Guardian Wealth Advisors, LLC | 3,626 | $541.0K | 0.09% | +513+16.5% | Added |
| Resolute Wealth Strategies, LLC | 3,627 | $541.1K | 0.40% | +5+0.1% | Added |
| Knightsbridge Asset Management, LLC | 3,615 | $542.0K | 0.17% | −22−0.6% | Reduced |
| Alerus Financial NA | 3,633 | $542.0K | 0.05% | −40−1.1% | Reduced |
| Aspire Private Capital, LLC | 3,641 | $543.3K | 0.18% | +88+2.5% | Added |
| Sigma Investment Counselors Inc | 3,645 | $543.8K | 0.04% | +118+3.3% | Added |
| First City Capital Management, Inc. | 3,648 | $544.2K | 0.34% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,649 | $544.4K | 0.10% | +2+0.1% | Added |
| RMB Capital Management, LLC | 3,658 | $545.7K | 0.02% | +345+10.4% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $546.0K | 0.12% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,670 | $547.5K | 0.26% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,673 | $548.0K | 0.02% | −343−8.5% | Reduced |
| SeaCrest Wealth Management, LLC | 3,696 | $551.4K | 0.07% | −611−14.2% | Reduced |
| Orleans Capital Management Corp | 3,705 | $552.7K | 0.41% | +160+4.5% | Added |
| Accredited Investors Inc. | 3,708 | $553.1K | 0.04% | +256+7.4% | Added |
| Wealthsource Partners, LLC | 3,711 | $553.7K | 0.04% | −4−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,716 | $554.3K | 0.15% | +200+5.7% | Added |
| Magnus Financial Group LLC | 3,720 | $555.0K | 0.08% | +171+4.8% | Added |
| Capital Analysts, LLC | 3,720 | $555.0K | 0.03% | +1,021+37.8% | Added |
| Grove Bank & Trust | 3,728 | $556.2K | 0.11% | +7+0.2% | Added |
| SYSTM Wealth Solutions LLC | 3,728 | $556.2K | 0.09% | +336+9.9% | Added |
| Portside Wealth Group, LLC | 3,768 | $560.0K | 0.11% | +273+7.8% | Added |
| International Assets Investment Management, LLC | 54,399 | $560.1K | 0.08% | −4,078−7.0% | Reduced |
| Delta Investment Management, LLC | 3,760 | $561.0K | 0.16% | −64−1.7% | Reduced |
| Gradient Investments LLC | 3,761 | $561.1K | 0.01% | −6−0.2% | Reduced |
| Prospera Financial Services Inc | 3,750 | $561.1K | 0.02% | −576−13.3% | Reduced |
| Sunflower Bank, N.A. | 3,790 | $565.4K | 0.14% | −55−1.4% | Reduced |
| Essex Financial Services, Inc. | 3,816 | $569.3K | 0.07% | +28+0.7% | Added |
| Union Savings Bank | 3,821 | $570.0K | 0.36% | +225+6.3% | Added |
| MTM Investment Management, LLC | 3,822 | $570.2K | 0.29% | 00.0% | Unchanged |
| American National Bank | 3,828 | $571.1K | 0.10% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,860 | $575.9K | 0.03% | −1,130−22.6% | Reduced |
| Lifeworks Advisors, LLC | 3,871 | $577.5K | 0.23% | −344−8.2% | Reduced |
| River & Mercantile Asset Management LLP | 3,884 | $579.6K | 0.14% | −180−4.4% | Reduced |
| Sanders Morris Harris LLC | 3,892 | $580.0K | 0.12% | +595+18.0% | Added |
| Culbertson A N & Co Inc | 3,893 | $580.8K | 0.12% | +28+0.7% | Added |
| Oak Grove Capital LLC | 3,905 | $582.6K | 0.23% | −1,014−20.6% | Reduced |
| Oakworth Capital, Inc. | 3,911 | $583.5K | 0.05% | −65−1.6% | Reduced |
| Lazari Capital Management, Inc. | 3,930 | $586.3K | 0.35% | +40+1.0% | Added |
| Cornerstone Wealth Management, LLC | 3,951 | $589.5K | 0.06% | +310+8.5% | Added |
| PFG Advisors | 3,952 | $589.6K | 0.05% | +9+0.2% | Added |
| Boston Financial Mangement LLC | 3,959 | $590.6K | 0.02% | −171−4.1% | Reduced |
| J. W. Coons Advisors, LLC | 3,967 | $591.8K | 0.17% | +200+5.3% | Added |
| Centerpoint Advisors, LLC | 3,993 | $596.0K | 0.25% | 00.0% | Unchanged |
| First Western Trust Bank | 4,013 | $598.7K | 0.03% | −47−1.2% | Reduced |
| Estabrook Capital Management | 4,024 | $600.3K | 0.11% | −250−5.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,454 | $601.0K | 0.01% | +1,507+77.4% | Added |
| Morse Asset Management, Inc | 4,040 | $603.0K | 0.19% | −400−9.0% | Reduced |
| Summit Financial, LLC | 4,044 | $603.3K | 0.04% | +67+1.7% | Added |
| Oak Thistle LLC | 4,048 | $603.9K | 0.18% | +4,048 | New |
| Spire Wealth Management | 4,064 | $606.3K | 0.02% | −184−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 4,202 | $607.5K | 0.03% | −19−0.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,087 | $609.8K | 0.02% | +1,112+37.4% | Added |
| BigSur Wealth Management LLC | 4,100 | $611.7K | 0.31% | −300−6.8% | Reduced |
| Baldwin Investment Management, LLC | 4,110 | $613.2K | 0.10% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 4,115 | $613.9K | 0.43% | +15+0.4% | Added |
| Benin Management CORP | 4,116 | $614.1K | 0.23% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,147 | $618.7K | 0.13% | +51+1.2% | Added |
| Community Financial Services Group, LLC | 4,156 | $620.0K | 0.16% | +4,156 | New |
| Aries Wealth Management | 4,060 | $620.3K | 0.24% | +396+10.8% | Added |
| WBH Advisory Inc | 4,185 | $624.3K | 0.08% | +22+0.5% | Added |
| Evanson Asset Management, LLC | 4,194 | $625.7K | 0.06% | +10.0% | Added |
| Bond & Devick Financial Network, Inc. | 4,204 | $627.2K | 0.40% | −115−2.7% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $627.3K | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,217 | $629.1K | 0.29% | +4,217 | New |
| Cypress Wealth Services, LLC | 4,223 | $630.0K | 0.17% | +8+0.2% | Added |
| Heritage Wealth Advisors | 4,227 | $630.6K | 0.03% | −18−0.4% | Reduced |
| Continuum Advisory, LLC | 4,228 | $630.8K | 0.10% | −1,830−30.2% | Reduced |
| Graypoint LLC | 4,231 | $631.2K | 0.06% | −237−5.3% | Reduced |
| Dakota Wealth Management | 4,231 | $631.2K | 0.03% | −860−16.9% | Reduced |
| Hilltop Holdings Inc. | 4,235 | $631.8K | 0.08% | −13,706−76.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,250 | $634.1K | 0.26% | +2,323+120.6% | Added |
| Brighton Jones LLC | 4,255 | $634.8K | 0.03% | +61+1.5% | Added |
| Sage Rhino Capital LLC | 4,256 | $635.0K | 0.18% | −90−2.1% | Reduced |
| CFO4Life Group, LLC | 4,262 | $635.8K | 0.15% | −105−2.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,264 | $636.1K | 0.52% | −5−0.1% | Reduced |
| Outlook Wealth Advisors, LLC | 4,266 | $636.4K | 0.24% | +251+6.3% | Added |
| Jones Financial Companies LLLP | 4,277 | $638.1K | 0.00% | −4,514−51.3% | Reduced |
| Red Door Wealth Management, LLC | 4,299 | $641.4K | 0.16% | +356+9.0% | Added |
| Symmetry Investments LP | 4,305 | $642.3K | 0.19% | +4,305 | New |
| Wealthcare Advisory Partners LLC | 4,310 | $643.0K | 0.03% | +1,024+31.2% | Added |
| First Affirmative Financial Network | 4,311 | $643.2K | 0.63% | +285+7.1% | Added |