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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 4,319 | $644.4K | 0.17% | +124+3.0% | Added |
| Wellington Shields & Co., LLC | 4,320 | $644.5K | 0.16% | 00.0% | Unchanged |
| LMR Partners LLP | 4,323 | $644.9K | 0.01% | +4,323 | New |
| Vista Wealth Management Group, LLC | 4,329 | $645.8K | 0.06% | +192+4.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,332 | $646.4K | 0.23% | +4,332 | New |
| Dynamic Advisor Solutions LLC | 4,339 | $647.3K | 0.03% | +1,205+38.4% | Added |
| Alhambra Investment Partners LLC | 4,355 | $649.7K | 0.43% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 4,362 | $650.7K | 0.53% | +88+2.1% | Added |
| Atlas Brown,Inc. | 4,365 | $651.2K | 0.30% | +10.0% | Added |
| Mizuho Markets Cayman LP | 4,377 | $653.0K | 0.29% | +2,472+129.8% | Added |
| Virtus ETF Advisers LLC | 4,387 | $654.5K | 0.40% | +4,387 | New |
| RFP Financial Group LLC | 4,405 | $657.2K | 0.29% | +8+0.2% | Added |
| IFG Advisors, LLC | 4,420 | $659.5K | 0.23% | +6+0.1% | Added |
| Focus Financial Network, Inc. | 4,437 | $661.9K | 0.04% | +26+0.6% | Added |
| Byrne Asset Management LLC | – | $665.0K | 0.55% | – | – |
| Ervin Investment Management, LLC | 4,481 | $668.6K | 0.56% | +16+0.4% | Added |
| Schulhoff & Co Inc | 4,490 | $669.9K | 0.34% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,518 | $674.0K | 0.25% | +43+1.0% | Added |
| First Foundation Advisors | 4,531 | $676.0K | 0.03% | −236−5.0% | Reduced |
| Capital Wealth Planning, LLC | 4,535 | $676.6K | 0.01% | +25+0.6% | Added |
| Conning Inc. | 4,535 | $676.6K | 0.02% | +60+1.3% | Added |
| Legacy Advisors, LLC | 4,542 | $677.6K | 0.11% | +71+1.6% | Added |
| IFP Advisors, Inc | 4,543 | $677.8K | 0.03% | −534−10.5% | Reduced |
| Leavell Investment Management, Inc. | 4,547 | $678.0K | 0.05% | +26+0.6% | Added |
| Baker Avenue Asset Management, LP | 4,551 | $679.0K | 0.03% | +6+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 4,548 | $679.0K | 0.51% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,552 | $679.2K | 0.08% | +134+3.0% | Added |
| RSM US Wealth Management LLC | 4,577 | $682.9K | 0.02% | +97+2.2% | Added |
| Profit Investment Management, LLC | 4,585 | $684.0K | 0.48% | 00.0% | Unchanged |
| Sentry LLC | 4,591 | $684.9K | 0.14% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 4,600 | $686.3K | 0.00% | −106−2.3% | Reduced |
| UniSuper Management Pty Ltd | 4,600 | $686.3K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,641 | $692.4K | 0.22% | +112+2.5% | Added |
| Financial Counselors Inc | 4,655 | $694.5K | 0.01% | −208−4.3% | Reduced |
| Tufton Capital Management | 4,660 | $695.2K | 0.16% | −75−1.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,679 | $698.1K | 0.05% | +6+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,693 | $700.1K | 0.12% | −184−3.8% | Reduced |
| Papp L Roy & Associates | 4,721 | $704.3K | 0.10% | +5+0.1% | Added |
| Donoghue Forlines LLC | 4,730 | $705.7K | 0.25% | +4,730 | New |
| Ignite Planners, LLC | 4,801 | $706.3K | 0.22% | +96+2.0% | Added |
| Eagle Strategies LLC | 4,750 | $708.7K | 0.17% | +4,750 | New |
| Leisure Capital Management | 4,763 | $710.6K | 0.41% | −46−1.0% | Reduced |
| NorthRock Partners, LLC | 4,767 | $711.2K | 0.07% | +461+10.7% | Added |
| Laurion Capital Management LP | 4,774 | $712.2K | 0.02% | +4,774 | New |
| Bedel Financial Consulting, Inc. | 4,775 | $712.3K | 0.14% | −403−7.8% | Reduced |
| Bedel Financial Consulting Inc | 4,775 | $712.3K | 0.14% | +4,775 | New |
| Resources Management Corp | 4,785 | $714.0K | 0.12% | −110−2.2% | Reduced |
| Twelve Points Wealth Management LLC | 4,798 | $715.8K | 0.36% | +915+23.6% | Added |
| North Star Investment Management Corp. | 4,819 | $719.0K | 0.06% | +39+0.8% | Added |
| Washington Trust Co | 4,830 | $720.6K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,862 | $725.4K | 0.15% | +4,862 | New |
| Ascent Group, LLC | 4,761 | $725.4K | 0.08% | −3,068−39.2% | Reduced |
| Fox Run Management, L.L.C. | 4,880 | $728.0K | 0.22% | +4,880 | New |
| Boyar Asset Management Inc. | 4,884 | $728.7K | 0.57% | −574−10.5% | Reduced |
| Private Trust Co NA | 4,899 | $730.8K | 0.10% | −1,264−20.5% | Reduced |
| RMR Wealth Builders | 4,904 | $731.6K | 0.12% | +2,883+142.7% | Added |
| Paragon Private Wealth Management, LLC | 4,914 | $733.1K | 0.61% | −1,225−20.0% | Reduced |
| SageView Advisory Group, LLC | 4,927 | $735.1K | 0.04% | −1,508−23.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,932 | $735.8K | 0.08% | +1,710+53.1% | Added |
| Pflug Koory, LLC | 4,933 | $736.0K | 0.43% | +100+2.1% | Added |
| Capital Management Associates | 4,940 | $737.0K | 1.09% | −15−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,950 | $738.5K | 0.16% | +1,110+28.9% | Added |
| EFG Asset Management (North America) Corp. | 4,951 | $738.9K | 0.18% | −3,129−38.7% | Reduced |
| Confluence Wealth Services, Inc. | 4,997 | $745.5K | 0.15% | +100+2.0% | Added |
| Spirit of America Management Corp | 5,000 | $746.0K | 0.17% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,023 | $749.0K | 0.06% | +10+0.2% | Added |
| Zhang Financial LLC | 5,043 | $752.4K | 0.08% | +525+11.6% | Added |
| Delta Financial Group, Inc. | 5,055 | $754.0K | 0.26% | +5,055 | New |
| S.A. Mason LLC | 5,055 | $754.2K | 0.54% | +20.0% | Added |
| Levin Capital Strategies, L.P. | 5,064 | $755.5K | 0.09% | −1,900−27.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,117 | $763.4K | 0.13% | −1,618−24.0% | Reduced |
| Aspiriant, LLC | 5,122 | $764.2K | 0.04% | +202+4.1% | Added |
| TCI Wealth Advisors, Inc. | 5,161 | $770.0K | 0.10% | −206−3.8% | Reduced |
| Waldron Private Wealth LLC | 5,162 | $770.1K | 0.04% | +187+3.8% | Added |
| Sargent Investment Group, LLC | 5,178 | $772.5K | 0.19% | −230−4.3% | Reduced |
| Strategic Advisors LLC | 5,186 | $773.7K | 0.15% | −450−8.0% | Reduced |
| Hohimer Wealth Management, LLC | 5,195 | $775.0K | 0.22% | −87−1.6% | Reduced |
| Factorial Partners, LLC | 5,200 | $775.8K | 0.57% | +2,000+62.5% | Added |
| Burke & Herbert Bank & Trust Co | 5,203 | $776.2K | 0.63% | −316−5.7% | Reduced |
| Vectors Research Management, LLC | 5,209 | $777.0K | 0.25% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,255 | $784.0K | 0.06% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 5,257 | $784.3K | 0.02% | +386+7.9% | Added |
| Lewis Capital Management, LLC | 5,273 | $786.6K | 1.22% | +10.0% | Added |
| Lawson Kroeker Investment Management Inc | 5,274 | $786.8K | 0.17% | +165+3.2% | Added |
| Syon Capital LLC | 5,280 | $787.8K | 0.10% | +5,280 | New |
| Hall Capital Management Co Inc | 5,288 | $788.9K | 0.51% | +632+13.6% | Added |
| Flagship Harbor Advisors, LLC | 5,310 | $792.1K | 0.07% | −337−6.0% | Reduced |
| IHT Wealth Management, LLC | 5,333 | $795.6K | 0.04% | +73+1.4% | Added |
| Pecaut & Co. | 5,340 | $796.7K | 0.33% | −87−1.6% | Reduced |
| Clarius Group, LLC | 5,347 | $797.7K | 0.08% | −1,844−25.6% | Reduced |
| Old National Bancorp | 5,350 | $798.2K | 0.02% | +1,400+35.4% | Added |
| First Command Advisory Services, Inc. | 5,364 | $800.3K | 0.01% | +5,364 | New |
| Amica Retiree Medical Trust | 5,403 | $806.0K | 0.95% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,408 | $806.8K | 0.11% | +833+18.2% | Added |
| Linden Thomas Advisory Services, LLC | 5,415 | $807.9K | 0.18% | +455+9.2% | Added |
| CX Institutional | 5,420 | $808.6K | 0.04% | −25,725−82.6% | Reduced |
| Abundance Wealth Counselors | 5,440 | $812.0K | 0.23% | +5,440 | New |
| Icon Advisers Inc | 5,500 | $817.2K | 0.20% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 5,604 | $836.1K | 0.18% | +5,604 | New |
| L2 Asset Management, LLC | 721 | $841.7K | 0.40% | −3,469−82.8% | Reduced |