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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 4,320 | $644.5K | 0.16% | 00.0% | Unchanged |
| JT Stratford LLC | 4,319 | $644.4K | 0.17% | +124+3.0% | Added |
| First Affirmative Financial Network | 4,311 | $643.2K | 0.63% | +285+7.1% | Added |
| Wealthcare Advisory Partners LLC | 4,310 | $643.0K | 0.03% | +1,024+31.2% | Added |
| Symmetry Investments LP | 4,305 | $642.3K | 0.19% | +4,305 | New |
| Red Door Wealth Management, LLC | 4,299 | $641.4K | 0.16% | +356+9.0% | Added |
| Jones Financial Companies LLLP | 4,277 | $638.1K | 0.00% | −4,514−51.3% | Reduced |
| Outlook Wealth Advisors, LLC | 4,266 | $636.4K | 0.24% | +251+6.3% | Added |
| Beaumont Asset Management, L.L.C. | 4,264 | $636.1K | 0.52% | −5−0.1% | Reduced |
| CFO4Life Group, LLC | 4,262 | $635.8K | 0.15% | −105−2.4% | Reduced |
| Sage Rhino Capital LLC | 4,256 | $635.0K | 0.18% | −90−2.1% | Reduced |
| Brighton Jones LLC | 4,255 | $634.8K | 0.03% | +61+1.5% | Added |
| Fifth Third Wealth Advisors LLC | 4,250 | $634.1K | 0.26% | +2,323+120.6% | Added |
| Hilltop Holdings Inc. | 4,235 | $631.8K | 0.08% | −13,706−76.4% | Reduced |
| Dakota Wealth Management | 4,231 | $631.2K | 0.03% | −860−16.9% | Reduced |
| Graypoint LLC | 4,231 | $631.2K | 0.06% | −237−5.3% | Reduced |
| Continuum Advisory, LLC | 4,228 | $630.8K | 0.10% | −1,830−30.2% | Reduced |
| Heritage Wealth Advisors | 4,227 | $630.6K | 0.03% | −18−0.4% | Reduced |
| Cypress Wealth Services, LLC | 4,223 | $630.0K | 0.17% | +8+0.2% | Added |
| Prosperity Consulting Group, LLC | 4,217 | $629.1K | 0.29% | +4,217 | New |
| Lyell Wealth Management, LP | 4,205 | $627.3K | 0.08% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,204 | $627.2K | 0.40% | −115−2.7% | Reduced |
| Evanson Asset Management, LLC | 4,194 | $625.7K | 0.06% | +10.0% | Added |
| WBH Advisory Inc | 4,185 | $624.3K | 0.08% | +22+0.5% | Added |
| Aries Wealth Management | 4,060 | $620.3K | 0.24% | +396+10.8% | Added |
| Community Financial Services Group, LLC | 4,156 | $620.0K | 0.16% | +4,156 | New |
| Evermay Wealth Management LLC | 4,147 | $618.7K | 0.13% | +51+1.2% | Added |
| Benin Management CORP | 4,116 | $614.1K | 0.23% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 4,115 | $613.9K | 0.43% | +15+0.4% | Added |
| Baldwin Investment Management, LLC | 4,110 | $613.2K | 0.10% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 4,100 | $611.7K | 0.31% | −300−6.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,087 | $609.8K | 0.02% | +1,112+37.4% | Added |
| Chicago Partners Investment Group LLC | 4,202 | $607.5K | 0.03% | −19−0.5% | Reduced |
| Spire Wealth Management | 4,064 | $606.3K | 0.02% | −184−4.3% | Reduced |
| Oak Thistle LLC | 4,048 | $603.9K | 0.18% | +4,048 | New |
| Summit Financial, LLC | 4,044 | $603.3K | 0.04% | +67+1.7% | Added |
| Morse Asset Management, Inc | 4,040 | $603.0K | 0.19% | −400−9.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,454 | $601.0K | 0.01% | +1,507+77.4% | Added |
| Estabrook Capital Management | 4,024 | $600.3K | 0.11% | −250−5.8% | Reduced |
| First Western Trust Bank | 4,013 | $598.7K | 0.03% | −47−1.2% | Reduced |
| Centerpoint Advisors, LLC | 3,993 | $596.0K | 0.25% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 3,967 | $591.8K | 0.17% | +200+5.3% | Added |
| Boston Financial Mangement LLC | 3,959 | $590.6K | 0.02% | −171−4.1% | Reduced |
| PFG Advisors | 3,952 | $589.6K | 0.05% | +9+0.2% | Added |
| Cornerstone Wealth Management, LLC | 3,951 | $589.5K | 0.06% | +310+8.5% | Added |
| Lazari Capital Management, Inc. | 3,930 | $586.3K | 0.35% | +40+1.0% | Added |
| Oakworth Capital, Inc. | 3,911 | $583.5K | 0.05% | −65−1.6% | Reduced |
| Oak Grove Capital LLC | 3,905 | $582.6K | 0.23% | −1,014−20.6% | Reduced |
| Culbertson A N & Co Inc | 3,893 | $580.8K | 0.12% | +28+0.7% | Added |
| Sanders Morris Harris LLC | 3,892 | $580.0K | 0.12% | +595+18.0% | Added |
| River & Mercantile Asset Management LLP | 3,884 | $579.6K | 0.14% | −180−4.4% | Reduced |
| Lifeworks Advisors, LLC | 3,871 | $577.5K | 0.23% | −344−8.2% | Reduced |
| Linscomb & Williams, Inc. | 3,860 | $575.9K | 0.03% | −1,130−22.6% | Reduced |
| American National Bank | 3,828 | $571.1K | 0.10% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,822 | $570.2K | 0.29% | 00.0% | Unchanged |
| Union Savings Bank | 3,821 | $570.0K | 0.36% | +225+6.3% | Added |
| Essex Financial Services, Inc. | 3,816 | $569.3K | 0.07% | +28+0.7% | Added |
| Sunflower Bank, N.A. | 3,790 | $565.4K | 0.14% | −55−1.4% | Reduced |
| Prospera Financial Services Inc | 3,750 | $561.1K | 0.02% | −576−13.3% | Reduced |
| Gradient Investments LLC | 3,761 | $561.1K | 0.01% | −6−0.2% | Reduced |
| Delta Investment Management, LLC | 3,760 | $561.0K | 0.16% | −64−1.7% | Reduced |
| International Assets Investment Management, LLC | 54,399 | $560.1K | 0.08% | −4,078−7.0% | Reduced |
| Portside Wealth Group, LLC | 3,768 | $560.0K | 0.11% | +273+7.8% | Added |
| SYSTM Wealth Solutions LLC | 3,728 | $556.2K | 0.09% | +336+9.9% | Added |
| Grove Bank & Trust | 3,728 | $556.2K | 0.11% | +7+0.2% | Added |
| Capital Analysts, LLC | 3,720 | $555.0K | 0.03% | +1,021+37.8% | Added |
| Magnus Financial Group LLC | 3,720 | $555.0K | 0.08% | +171+4.8% | Added |
| Ipswich Investment Management Co., Inc. | 3,716 | $554.3K | 0.15% | +200+5.7% | Added |
| Wealthsource Partners, LLC | 3,711 | $553.7K | 0.04% | −4−0.1% | Reduced |
| Accredited Investors Inc. | 3,708 | $553.1K | 0.04% | +256+7.4% | Added |
| Orleans Capital Management Corp | 3,705 | $552.7K | 0.41% | +160+4.5% | Added |
| SeaCrest Wealth Management, LLC | 3,696 | $551.4K | 0.07% | −611−14.2% | Reduced |
| Salem Investment Counselors Inc | 3,673 | $548.0K | 0.02% | −343−8.5% | Reduced |
| Gitterman Wealth Management, LLC | 3,670 | $547.5K | 0.26% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 3,662 | $546.0K | 0.12% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,658 | $545.7K | 0.02% | +345+10.4% | Added |
| LGL Partners, LLC | 3,649 | $544.4K | 0.10% | +2+0.1% | Added |
| First City Capital Management, Inc. | 3,648 | $544.2K | 0.34% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,645 | $543.8K | 0.04% | +118+3.3% | Added |
| Aspire Private Capital, LLC | 3,641 | $543.3K | 0.18% | +88+2.5% | Added |
| Alerus Financial NA | 3,633 | $542.0K | 0.05% | −40−1.1% | Reduced |
| Knightsbridge Asset Management, LLC | 3,615 | $542.0K | 0.17% | −22−0.6% | Reduced |
| Resolute Wealth Strategies, LLC | 3,627 | $541.1K | 0.40% | +5+0.1% | Added |
| Guardian Wealth Advisors, LLC | 3,626 | $541.0K | 0.09% | +513+16.5% | Added |
| Platform Technology Partners | 5,121 | $540.7K | 0.25% | +1,476+40.5% | Added |
| Trillium Asset Management, LLC | 3,611 | $539.0K | 0.02% | +85+2.4% | Added |
| Solitude Financial Services | 3,600 | $537.1K | 0.30% | +360+11.1% | Added |
| Saybrook Capital | 3,600 | $537.0K | 0.16% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 3,580 | $534.1K | 0.23% | +1,434+66.8% | Added |
| Transform Wealth, LLC | 3,542 | $528.4K | 0.06% | +101+2.9% | Added |
| Hills Bank & Trust Co | 3,530 | $526.6K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,508 | $523.2K | 0.02% | +13+0.4% | Added |
| Colonial Trust Advisors | 3,503 | $522.6K | 0.06% | −39−1.1% | Reduced |
| Archford Capital Strategies, LLC | 3,502 | $522.5K | 0.10% | −92−2.6% | Reduced |
| Harbor Investment Advisory, LLC | 3,496 | $521.5K | 0.07% | +1,384+65.5% | Added |
| Wesbanco Bank Inc | 3,489 | $520.5K | 0.02% | −50−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,481 | $519.4K | 0.02% | +128+3.8% | Added |
| Breakwater Capital Group | 3,546 | $519.3K | 0.18% | +96+2.8% | Added |
| Richwood Investment Advisors, LLC | 3,451 | $514.8K | 0.52% | −47−1.3% | Reduced |
| Arkadios Wealth Advisors | 3,449 | $514.5K | 0.05% | +226+7.0% | Added |