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 |
|---|---|---|---|---|---|
| Inlet Private Wealth, LLC | 9,655 | $1.44M | 0.47% | −730−7.0% | Reduced |
| MainStreet Investment Advisors LLC | 9,641 | $1.44M | 0.17% | −1,254−11.5% | Reduced |
| Trustco Bank Corp N Y | 9,634 | $1.44M | 1.64% | +350+3.8% | Added |
| Csenge Advisory Group | 9,585 | $1.43M | 0.10% | −784−7.6% | Reduced |
| Pinnacle Wealth Management, LLC | 9,562 | $1.43M | 1.73% | −580−5.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,483 | $1.41M | 0.19% | +220+2.4% | Added |
| Institute for Wealth Management, LLC. | 9,475 | $1.41M | 0.26% | −230−2.4% | Reduced |
| Applied Capital LLC | 9,470 | $1.41M | 1.41% | −114−1.2% | Reduced |
| Berkshire Bank | 9,410 | $1.40M | 0.40% | −36−0.4% | Reduced |
| Carl P. Sherr & Co., LLC | 9,396 | $1.40M | 0.95% | −149−1.6% | Reduced |
| WSFS Capital Management, LLC | 9,390 | $1.40M | 0.09% | +6,455+219.9% | Added |
| Beacon Investment Advisors LLC | 9,328 | $1.39M | 0.98% | 00.0% | Unchanged |
| Hartline Investment Corp | 9,181 | $1.37M | 0.25% | 00.0% | Unchanged |
| American Trust | 9,170 | $1.37M | 0.11% | −5,856−39.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 9,150 | $1.37M | 0.91% | −100−1.1% | Reduced |
| TAGStone Capital, Inc. | 9,144 | $1.36M | 1.00% | +33+0.4% | Added |
| Vinva Investment Management Ltd | 9,036 | $1.36M | 0.13% | −1,571−14.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 9,075 | $1.35M | 0.59% | −33−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 9,062 | $1.35M | 0.14% | −256−2.7% | Reduced |
| Argent Advisors, Inc. | 9,034 | $1.35M | 0.62% | +76+0.8% | Added |
| Meeder Advisory Services, Inc. | 9,033 | $1.35M | 0.17% | −1,539−14.6% | Reduced |
| Hyman Charles D | 8,998 | $1.34M | 0.09% | −50−0.6% | Reduced |
| Invst, LLC | 8,975 | $1.34M | 0.19% | +498+5.9% | Added |
| DoubleLine ETF Adviser LP | 8,961 | $1.34M | 0.48% | +342+4.0% | Added |
| Gateway Investment Advisers LLC | 8,956 | $1.34M | 0.02% | −393−4.2% | Reduced |
| United Asset Strategies, Inc. | 8,941 | $1.33M | 0.17% | +359+4.2% | Added |
| Evergreen Capital Management LLC | 8,939 | $1.33M | 0.06% | +181+2.1% | Added |
| Ingalls & Snyder LLC | 8,930 | $1.33M | 0.06% | −20−0.2% | Reduced |
| Northern Financial Advisors Inc | 8,889 | $1.33M | 1.21% | −315−3.4% | Reduced |
| Qtron Investments LLC | 8,882 | $1.33M | 0.25% | +1,123+14.5% | Added |
| Berkshire Asset Management LLC | 8,880 | $1.32M | 0.08% | +30.0% | Added |
| Provenance Wealth Advisors, LLC | 8,858 | $1.32M | 0.21% | +8,858 | New |
| Simmons Bank | 8,837 | $1.32M | 0.12% | +55+0.6% | Added |
| Coastal Bridge Advisors, LLC | 8,827 | $1.32M | 0.35% | +212+2.5% | Added |
| Taylor Frigon Capital Management LLC | 8,755 | $1.31M | 0.73% | +103+1.2% | Added |
| Center for Financial Planning, Inc. | 8,732 | $1.30M | 0.28% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 8,722 | $1.30M | 0.13% | −38−0.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,664 | $1.29M | 0.50% | +8+0.1% | Added |
| RFG Advisory, LLC | 8,616 | $1.29M | 0.06% | +640+8.0% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.29M | 0.12% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8,606 | $1.28M | 0.26% | +298+3.6% | Added |
| HBK Sorce Advisory LLC | 8,563 | $1.28M | 0.06% | −82−0.9% | Reduced |
| Advisory Research Inc | 8,555 | $1.28M | 0.18% | −586−6.4% | Reduced |
| Delphi Management Inc | 8,523 | $1.27M | 1.30% | +8,523 | New |
| Moloney Securities Asset Management, LLC | 8,503 | $1.27M | 0.23% | −1,900−18.3% | Reduced |
| Axq Capital, LP | 8,500 | $1.27M | 0.45% | +8,500 | New |
| True North Advisors, LLC | 8,484 | $1.27M | 0.39% | −3,666−30.2% | Reduced |
| Wedmont Private Capital | 8,500 | $1.26M | 0.13% | −177−2.0% | Reduced |
| Pitcairn Co | 8,471 | $1.26M | 0.11% | +462+5.8% | Added |
| Citizens National Bank Trust Department | 8,464 | $1.26M | 0.35% | +93+1.1% | Added |
| Rothschild Investment Corp | 8,455 | $1.26M | 0.11% | −55−0.6% | Reduced |
| Investors Asset Management of Georgia Inc | 8,500 | $1.26M | 0.70% | −50−0.6% | Reduced |
| Western Wealth Management, LLC | 8,438 | $1.26M | 0.11% | −239−2.8% | Reduced |
| Group One Trading, L.P. | 8,425 | $1.26M | 0.05% | +8,425 | New |
| Veriti Management LLC | 8,397 | $1.25M | 0.14% | +488+6.2% | Added |
| Harbor Capital Advisors, Inc. | 8,391 | $1.25M | 0.27% | 00.0% | Unchanged |
| Amarillo National Bank | 8,374 | $1.25M | 0.26% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 8,358 | $1.25M | 0.01% | +8,358 | New |
| Ameritas Advisory Services, LLC | 8,244 | $1.24M | 0.06% | +2,826+52.2% | Added |
| Fund Management at Engine No. 1 LLC | 8,320 | $1.24M | 0.20% | +579+7.5% | Added |
| Lazard Freres Gestion S.A.S. | 8,285 | $1.24M | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 8,308 | $1.24M | 0.04% | −541−6.1% | Reduced |
| Moors & Cabot, Inc. | 8,292 | $1.24M | 0.08% | −1,388−14.3% | Reduced |
| Osborne Partners Capital Management, LLC | 8,261 | $1.23M | 0.09% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 8,248 | $1.23M | 0.15% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8,238 | $1.23M | 0.04% | +93+1.1% | Added |
| Boltwood Capital Management | 8,235 | $1.23M | 0.46% | −90−1.1% | Reduced |
| Westpac Banking Corp | 8,217 | $1.23M | 0.09% | −23,576−74.2% | Reduced |
| Thoroughbred Financial Services, LLC | 8,190 | $1.22M | 0.12% | +4,262+108.5% | Added |
| RNC Capital Management LLC | 8,169 | $1.22M | 0.08% | −715−8.0% | Reduced |
| Anchor Investment Management, LLC | 8,155 | $1.22M | 0.16% | −41−0.5% | Reduced |
| Triad Investment Management | 8,138 | $1.21M | 1.77% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,082 | $1.21M | 0.05% | −19−0.2% | Reduced |
| Oldfather Financial Services, LLC | 8,022 | $1.20M | 0.61% | −304−3.7% | Reduced |
| Intellectus Partners, LLC | 8,012 | $1.20M | 0.38% | +200+2.6% | Added |
| Union Heritage Capital, LLC | 8,000 | $1.19M | 0.68% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7,973 | $1.19M | 0.04% | −304−3.7% | Reduced |
| Bank of Hawaii | 7,964 | $1.19M | 0.07% | +275+3.6% | Added |
| Greenwood Gearhart Inc | 7,958 | $1.19M | 0.14% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7,953 | $1.19M | 0.27% | +2,883+56.9% | Added |
| FineMark National Bank & Trust | 7,930 | $1.18M | 0.05% | −260−3.2% | Reduced |
| Vident Advisory, LLC | 7,924 | $1.18M | 0.04% | +7,924 | New |
| Raab & Moskowitz Asset Management LLC | 7,902 | $1.18M | 0.42% | −31−0.4% | Reduced |
| AXS Investments LLC | 7,886 | $1.18M | 0.30% | +330+4.4% | Added |
| Meridian Wealth Management, LLC | 7,880 | $1.18M | 0.07% | +3,791+92.7% | Added |
| Excalibur Management Corp | 7,866 | $1.17M | 0.61% | −45−0.6% | Reduced |
| Stokes Family Office, LLC | 7,829 | $1.17M | 0.14% | −170−2.1% | Reduced |
| Wealth Advisors, Inc. | 7,786 | $1.16M | 0.52% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 7,783 | $1.16M | 0.08% | +350+4.7% | Added |
| Leonteq Securities AG | 7,727 | $1.15M | 0.12% | +3,070+65.9% | Added |
| First Horizon Advisors, Inc. | 7,707 | $1.15M | 0.04% | +866+12.7% | Added |
| Strategic Investment Advisors | 7,644 | $1.14M | 0.19% | −931−10.9% | Reduced |
| Beach Investment Counsel Inc | 7,633 | $1.14M | 0.14% | 00.0% | Unchanged |
| Spinnaker Trust | 7,632 | $1.14M | 0.09% | +1,913+33.4% | Added |
| Magnetar Financial LLC | 7,616 | $1.14M | 0.03% | +7,616 | New |
| Arete Wealth Advisors, LLC | 7,593 | $1.13M | 0.20% | +1,028+15.7% | Added |
| Associated Banc-Corp | 7,541 | $1.13M | 0.04% | −65−0.9% | Reduced |
| Community Bank, N.A. | 7,482 | $1.12M | 0.16% | −383−4.9% | Reduced |
| Ritholtz Wealth Management | 7,472 | $1.11M | 0.05% | +508+7.3% | Added |
| Chesapeake Wealth Management | 7,436 | $1.11M | 0.46% | −52−0.7% | Reduced |