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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 7,400 | $1.10M | 0.41% | +5+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 7,352 | $1.10M | 0.61% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 7,350 | $1.10M | 0.35% | +5,250+250.0% | Added |
| NBC Securities, Inc. | 7,342 | $1.09M | 0.12% | +7,342 | New |
| Summit Trail Advisors, LLC | 7,332 | $1.09M | 0.04% | −378−4.9% | Reduced |
| Gotham Asset Management, LLC | 7,322 | $1.09M | 0.02% | −361−4.7% | Reduced |
| Woodstock Corp | 7,298 | $1.09M | 0.14% | −52−0.7% | Reduced |
| Veracity Capital LLC | 7,275 | $1.09M | 0.51% | +103+1.4% | Added |
| Auxier Asset Management | 7,263 | $1.08M | 0.18% | −10−0.1% | Reduced |
| Balentine LLC | 7,261 | $1.08M | 0.04% | +61+0.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,770 | $1.08M | 0.90% | +2,900+101.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,240 | $1.08M | 0.08% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 7,237 | $1.08M | 0.10% | −50−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 7,234 | $1.08M | 0.08% | −1,733−19.3% | Reduced |
| Monte Financial Group, LLC | 7,226 | $1.08M | 0.55% | −23−0.3% | Reduced |
| Lee Danner & Bass Inc | 7,223 | $1.08M | 0.10% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,212 | $1.08M | 0.17% | 00.0% | Unchanged |
| Connolly Sarah T. | 7,200 | $1.07M | 0.71% | 00.0% | Unchanged |
| Beacon Financial Group | 6,795 | $1.07M | 0.15% | −177−2.5% | Reduced |
| BancorpSouth Bank | 7,189 | $1.07M | 0.09% | −1,137−13.7% | Reduced |
| Forum Financial Management, LP | 7,179 | $1.07M | 0.02% | +1,201+20.1% | Added |
| Van Strum & Towne Inc. | 7,140 | $1.07M | 0.45% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,139 | $1.06M | 0.00% | −9,822−57.9% | Reduced |
| Transatlantique Private Wealth LLC | 7,151 | $1.06M | 0.57% | +23+0.3% | Added |
| McAdam, LLC | 7,074 | $1.06M | 0.09% | +10+0.1% | Added |
| Essex Investment Management Co LLC | 7,043 | $1.05M | 0.17% | −5,554−44.1% | Reduced |
| Insight Advisors, LLC | 7,033 | $1.05M | 0.24% | −44−0.6% | Reduced |
| JLB & Associates Inc | 7,020 | $1.05M | 0.16% | +2,570+57.8% | Added |
| Telemus Capital, LLC | 6,976 | $1.04M | 0.10% | −23−0.3% | Reduced |
| Mutual Advisors, LLC | 6,967 | $1.04M | 0.04% | +558+8.7% | Added |
| Greystone Financial Group, LLC | 6,945 | $1.04M | 0.26% | +3,013+76.6% | Added |
| Trust Asset Management LLC | 6,944 | $1.04M | 0.11% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 6,300 | $1.03M | 0.01% | +6,300 | New |
| Pine Valley Investments Ltd Liability Co | 6,893 | $1.03M | 0.10% | +1,836+36.3% | Added |
| Patten & Patten Inc | 6,893 | $1.03M | 0.09% | +31+0.5% | Added |
| Citadel Investment Advisory, Inc. | 6,884 | $1.03M | 0.67% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,883 | $1.03M | 0.26% | +12+0.2% | Added |
| Piscataqua Savings Bank | 6,877 | $1.03M | 0.89% | 00.0% | Unchanged |
| Busey Wealth Management | 6,835 | $1.02M | 0.04% | +66+1.0% | Added |
| Birinyi Associates Inc | 6,800 | $1.01M | 0.41% | +2,650+63.9% | Added |
| Washington Trust Advisors, Inc. | 6,756 | $1.01M | 0.10% | +565+9.1% | Added |
| Ameritas Investment Partners, Inc. | 6,715 | $1.00M | 0.04% | −362−5.1% | Reduced |
| Strategic Advocates LLC | 6,708 | $1.00M | 0.47% | +6,708 | New |
| Mark Stevens | 6,696 | $999.0K | 0.13% | +238+3.7% | Added |
| Davis Investment Partners, LLC | 6,779 | $997.1K | 0.53% | +428+6.7% | Added |
| Smithfield Trust Co | 6,712 | $997.0K | 0.06% | −108−1.6% | Reduced |
| Diligent Investors, LLC | 6,676 | $996.0K | 0.30% | 00.0% | Unchanged |
| Wade G W & Inc | 6,656 | $993.0K | 0.04% | −99−1.5% | Reduced |
| Daymark Wealth Partners, LLC | 101,004 | $990.7K | 0.07% | +95,447+1,717.6% | Added |
| Carr Financial Group Corp | 6,480 | $989.9K | 0.39% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,610 | $986.2K | 0.08% | +130+2.0% | Added |
| Empowered Funds, LLC | 6,568 | $979.9K | 0.03% | +2,435+58.9% | Added |
| SRN Advisors, LLC | 6,506 | $970.6K | 0.96% | −400−5.8% | Reduced |
| Apollon Wealth Management, LLC | 6,500 | $969.8K | 0.05% | −1,754−21.3% | Reduced |
| Principle Wealth Partners LLC | 6,464 | $964.4K | 0.10% | −120−1.8% | Reduced |
| Duff & Phelps Investment Management Co | 6,432 | $959.6K | 0.01% | −123−1.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,426 | $958.7K | 0.23% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 6,416 | $957.0K | 0.03% | −11,872−64.9% | Reduced |
| Echo Street Capital Management LLC | 6,398 | $954.5K | 0.01% | +6,398 | New |
| Cigna Investments Inc | 6,399 | $954.0K | 0.22% | −816−11.3% | Reduced |
| S&CO Inc | 6,386 | $952.0K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 6,362 | $949.0K | 1.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,359 | $948.6K | 0.03% | +206+3.3% | Added |
| Penserra Capital Management LLC | 6,363 | $947.0K | 0.02% | −436−6.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 6,300 | $940.0K | 0.15% | +6,300 | New |
| Parisi Gray Wealth Management | 6,295 | $939.2K | 0.43% | −6−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 6,276 | $936.3K | 0.09% | −252−3.9% | Reduced |
| KRS Capital Management, LLC | 6,262 | $934.3K | 1.00% | +165+2.7% | Added |
| Derbend Asset Management | 6,168 | $920.2K | 0.63% | −237−3.7% | Reduced |
| Coronation Fund Managers Ltd. | 6,151 | $917.7K | 0.03% | −382−5.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,142 | $916.3K | 0.02% | +12+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 6,139 | $915.8K | 0.21% | −220−3.5% | Reduced |
| Dover Advisors, LLC | 6,109 | $911.4K | 0.92% | +251+4.3% | Added |
| Global Retirement Partners, LLC | 6,209 | $910.4K | 0.05% | −8−0.1% | Reduced |
| Oak Harvest Investment Services | 6,078 | $906.8K | 0.19% | +2,415+65.9% | Added |
| Mather Group, LLC. | 6,068 | $905.3K | 0.02% | −376−5.8% | Reduced |
| Edge Capital Group, LLC | 6,061 | $904.3K | 0.06% | −27,952−82.2% | Reduced |
| Becker Capital Management Inc | 6,008 | $896.3K | 0.04% | −235−3.8% | Reduced |
| Summit Global Investments | 6,008 | $896.0K | 0.06% | +952+18.8% | Added |
| Weil Company, Inc. | 6,000 | $895.1K | 0.44% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,998 | $894.9K | 0.04% | −131−2.1% | Reduced |
| Cornerstone Planning Group LLC | 5,987 | $893.2K | 0.34% | −6−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,959 | $889.0K | 0.06% | +660+12.5% | Added |
| Ledyard National Bank | 5,950 | $887.7K | 0.10% | −98−1.6% | Reduced |
| Weik Capital Management | 5,923 | $883.7K | 0.43% | +755+14.6% | Added |
| Wealth Alliance | 5,909 | $881.6K | 0.14% | +105+1.8% | Added |
| Spears Abacus Advisors LLC | 5,865 | $875.0K | 0.08% | +13+0.2% | Added |
| Geo Capital Gestora de Recursos Ltd | 5,859 | $874.0K | 0.81% | −9,021−60.6% | Reduced |
| Cornercap Investment Counsel Inc | 5,850 | $872.8K | 0.16% | +5,850 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,779 | $871.8K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,832 | $870.0K | 0.22% | −15−0.3% | Reduced |
| Symmetry Partners, LLC | 5,831 | $870.0K | 0.05% | −1,362−18.9% | Reduced |
| Lavaca Capital LLC | 5,821 | $868.4K | 0.31% | +255+4.6% | Added |
| Hartford Funds Management Co LLC | 5,801 | $865.4K | 0.09% | −364−5.9% | Reduced |
| FDx Advisors, Inc. | 5,801 | $865.0K | 0.07% | −3,265−36.0% | Reduced |
| Highline Wealth Partners LLC | 5,777 | $861.9K | 0.53% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,727 | $854.4K | 0.01% | +654+12.9% | Added |
| TrinityPoint Wealth, LLC | 5,724 | $854.0K | 0.17% | +38+0.7% | Added |
| Allworth Financial LP | 5,701 | $850.5K | 0.01% | +308+5.7% | Added |
| Independent Financial Group, LLC | 5,683 | $847.8K | 0.06% | +470+9.0% | Added |