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 |
|---|---|---|---|---|---|
| Northcape Wealth Management, LLC | 5,659 | $844.3K | 0.32% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5,658 | $844.1K | 0.18% | −294−4.9% | Reduced |
| L2 Asset Management, LLC | 721 | $841.7K | 0.40% | −3,469−82.8% | Reduced |
| Ramirez Asset Management, Inc. | 5,604 | $836.1K | 0.18% | +5,604 | New |
| Icon Advisers Inc | 5,500 | $817.2K | 0.20% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 5,440 | $812.0K | 0.23% | +5,440 | New |
| CX Institutional | 5,420 | $808.6K | 0.04% | −25,725−82.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,415 | $807.9K | 0.18% | +455+9.2% | Added |
| Verus Capital Partners, LLC | 5,408 | $806.8K | 0.11% | +833+18.2% | Added |
| Amica Retiree Medical Trust | 5,403 | $806.0K | 0.95% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5,364 | $800.3K | 0.01% | +5,364 | New |
| Old National Bancorp | 5,350 | $798.2K | 0.02% | +1,400+35.4% | Added |
| Clarius Group, LLC | 5,347 | $797.7K | 0.08% | −1,844−25.6% | Reduced |
| Pecaut & Co. | 5,340 | $796.7K | 0.33% | −87−1.6% | Reduced |
| IHT Wealth Management, LLC | 5,333 | $795.6K | 0.04% | +73+1.4% | Added |
| Flagship Harbor Advisors, LLC | 5,310 | $792.1K | 0.07% | −337−6.0% | Reduced |
| Hall Capital Management Co Inc | 5,288 | $788.9K | 0.51% | +632+13.6% | Added |
| Syon Capital LLC | 5,280 | $787.8K | 0.10% | +5,280 | New |
| Lawson Kroeker Investment Management Inc | 5,274 | $786.8K | 0.17% | +165+3.2% | Added |
| Lewis Capital Management, LLC | 5,273 | $786.6K | 1.22% | +10.0% | Added |
| Crestwood Advisors Group LLC | 5,257 | $784.3K | 0.02% | +386+7.9% | Added |
| Guyasuta Investment Advisors Inc | 5,255 | $784.0K | 0.06% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,209 | $777.0K | 0.25% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,203 | $776.2K | 0.63% | −316−5.7% | Reduced |
| Factorial Partners, LLC | 5,200 | $775.8K | 0.57% | +2,000+62.5% | Added |
| Hohimer Wealth Management, LLC | 5,195 | $775.0K | 0.22% | −87−1.6% | Reduced |
| Strategic Advisors LLC | 5,186 | $773.7K | 0.15% | −450−8.0% | Reduced |
| Sargent Investment Group, LLC | 5,178 | $772.5K | 0.19% | −230−4.3% | Reduced |
| Waldron Private Wealth LLC | 5,162 | $770.1K | 0.04% | +187+3.8% | Added |
| TCI Wealth Advisors, Inc. | 5,161 | $770.0K | 0.10% | −206−3.8% | Reduced |
| Aspiriant, LLC | 5,122 | $764.2K | 0.04% | +202+4.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,117 | $763.4K | 0.13% | −1,618−24.0% | Reduced |
| Levin Capital Strategies, L.P. | 5,064 | $755.5K | 0.09% | −1,900−27.3% | Reduced |
| S.A. Mason LLC | 5,055 | $754.2K | 0.54% | +20.0% | Added |
| Delta Financial Group, Inc. | 5,055 | $754.0K | 0.26% | +5,055 | New |
| Zhang Financial LLC | 5,043 | $752.4K | 0.08% | +525+11.6% | Added |
| Garde Capital, Inc. | 5,023 | $749.0K | 0.06% | +10+0.2% | Added |
| Spirit of America Management Corp | 5,000 | $746.0K | 0.17% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,997 | $745.5K | 0.15% | +100+2.0% | Added |
| EFG Asset Management (North America) Corp. | 4,951 | $738.9K | 0.18% | −3,129−38.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,950 | $738.5K | 0.16% | +1,110+28.9% | Added |
| Capital Management Associates | 4,940 | $737.0K | 1.09% | −15−0.3% | Reduced |
| Pflug Koory, LLC | 4,933 | $736.0K | 0.43% | +100+2.1% | Added |
| Procyon Private Wealth Partners, LLC | 4,932 | $735.8K | 0.08% | +1,710+53.1% | Added |
| SageView Advisory Group, LLC | 4,927 | $735.1K | 0.04% | −1,508−23.4% | Reduced |
| Paragon Private Wealth Management, LLC | 4,914 | $733.1K | 0.61% | −1,225−20.0% | Reduced |
| RMR Wealth Builders | 4,904 | $731.6K | 0.12% | +2,883+142.7% | Added |
| Private Trust Co NA | 4,899 | $730.8K | 0.10% | −1,264−20.5% | Reduced |
| Boyar Asset Management Inc. | 4,884 | $728.7K | 0.57% | −574−10.5% | Reduced |
| Fox Run Management, L.L.C. | 4,880 | $728.0K | 0.22% | +4,880 | New |
| Ascent Group, LLC | 4,761 | $725.4K | 0.08% | −3,068−39.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,862 | $725.4K | 0.15% | +4,862 | New |
| Washington Trust Co | 4,830 | $720.6K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,819 | $719.0K | 0.06% | +39+0.8% | Added |
| Twelve Points Wealth Management LLC | 4,798 | $715.8K | 0.36% | +915+23.6% | Added |
| Resources Management Corp | 4,785 | $714.0K | 0.12% | −110−2.2% | Reduced |
| 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 |
| Laurion Capital Management LP | 4,774 | $712.2K | 0.02% | +4,774 | New |
| NorthRock Partners, LLC | 4,767 | $711.2K | 0.07% | +461+10.7% | Added |
| Leisure Capital Management | 4,763 | $710.6K | 0.41% | −46−1.0% | Reduced |
| Eagle Strategies LLC | 4,750 | $708.7K | 0.17% | +4,750 | New |
| Ignite Planners, LLC | 4,801 | $706.3K | 0.22% | +96+2.0% | Added |
| Donoghue Forlines LLC | 4,730 | $705.7K | 0.25% | +4,730 | New |
| Papp L Roy & Associates | 4,721 | $704.3K | 0.10% | +5+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,693 | $700.1K | 0.12% | −184−3.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,679 | $698.1K | 0.05% | +6+0.1% | Added |
| Tufton Capital Management | 4,660 | $695.2K | 0.16% | −75−1.6% | Reduced |
| Financial Counselors Inc | 4,655 | $694.5K | 0.01% | −208−4.3% | Reduced |
| RB Capital Management, LLC | 4,641 | $692.4K | 0.22% | +112+2.5% | Added |
| 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 |
| Sentry LLC | 4,591 | $684.9K | 0.14% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,585 | $684.0K | 0.48% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,577 | $682.9K | 0.02% | +97+2.2% | Added |
| Koshinski Asset Management, Inc. | 4,552 | $679.2K | 0.08% | +134+3.0% | Added |
| Brooks, Moore & Associates, Inc. | 4,548 | $679.0K | 0.51% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,551 | $679.0K | 0.03% | +6+0.1% | Added |
| Leavell Investment Management, Inc. | 4,547 | $678.0K | 0.05% | +26+0.6% | Added |
| IFP Advisors, Inc | 4,543 | $677.8K | 0.03% | −534−10.5% | Reduced |
| Legacy Advisors, LLC | 4,542 | $677.6K | 0.11% | +71+1.6% | Added |
| 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 |
| First Foundation Advisors | 4,531 | $676.0K | 0.03% | −236−5.0% | Reduced |
| Allegheny Financial Group LTD | 4,518 | $674.0K | 0.25% | +43+1.0% | Added |
| Schulhoff & Co Inc | 4,490 | $669.9K | 0.34% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 4,481 | $668.6K | 0.56% | +16+0.4% | Added |
| Byrne Asset Management LLC | – | $665.0K | 0.55% | – | – |
| Focus Financial Network, Inc. | 4,437 | $661.9K | 0.04% | +26+0.6% | Added |
| IFG Advisors, LLC | 4,420 | $659.5K | 0.23% | +6+0.1% | Added |
| RFP Financial Group LLC | 4,405 | $657.2K | 0.29% | +8+0.2% | Added |
| Virtus ETF Advisers LLC | 4,387 | $654.5K | 0.40% | +4,387 | New |
| Mizuho Markets Cayman LP | 4,377 | $653.0K | 0.29% | +2,472+129.8% | Added |
| Atlas Brown,Inc. | 4,365 | $651.2K | 0.30% | +10.0% | Added |
| Basepoint Wealth LLC | 4,362 | $650.7K | 0.53% | +88+2.1% | Added |
| Alhambra Investment Partners LLC | 4,355 | $649.7K | 0.43% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,339 | $647.3K | 0.03% | +1,205+38.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,332 | $646.4K | 0.23% | +4,332 | New |
| Vista Wealth Management Group, LLC | 4,329 | $645.8K | 0.06% | +192+4.6% | Added |
| LMR Partners LLP | 4,323 | $644.9K | 0.01% | +4,323 | New |