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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 3,431 | $511.9K | 0.44% | +17+0.5% | Added |
| Caas Capital Management LP | 3,400 | $507.2K | 0.11% | +3,400 | New |
| Fort Pitt Capital Group, LLC | 3,393 | $506.2K | 0.02% | +166+5.1% | Added |
| Congress Wealth Management LLC | 3,392 | $506.1K | 0.01% | +78+2.4% | Added |
| Sentry Investment Management LLC | 3,378 | $504.0K | 0.24% | −746−18.1% | Reduced |
| OneAscent Financial Services LLC | 3,377 | $504.0K | 0.13% | +3,377 | New |
| Philadelphia Trust Co | 3,357 | $501.0K | 0.05% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,353 | $500.2K | 0.03% | −1,506−31.0% | Reduced |
| Cable Hill Partners, LLC | 3,319 | $495.2K | 0.07% | +81+2.5% | Added |
| Aspen Investment Management Inc | 3,320 | $495.0K | 0.30% | +10+0.3% | Added |
| LVW Advisors, LLC | 3,314 | $494.4K | 0.11% | +607+22.4% | Added |
| Journey Strategic Wealth LLC | 3,302 | $492.6K | 0.02% | +10+0.3% | Added |
| Desjardins Global Asset Management Inc. | 3,301 | $492.5K | 0.05% | −2,268−40.7% | Reduced |
| Private Ocean, LLC | 3,295 | $491.5K | 0.06% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,294 | $491.4K | 0.10% | +146+4.6% | Added |
| Hartford Financial Management Inc. | 3,288 | $490.5K | 0.13% | −5−0.2% | Reduced |
| Somerville Kurt F | 3,285 | $490.1K | 0.10% | −240−6.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 3,284 | $489.9K | 0.16% | −762−18.8% | Reduced |
| SignalPoint Asset Management, LLC | 3,263 | $486.8K | 0.16% | +10.0% | Added |
| BSW Wealth Partners | 3,261 | $486.5K | 0.11% | +121+3.9% | Added |
| Banque Pictet & Cie SA | 3,250 | $484.9K | 0.01% | +3,250 | New |
| CWA Asset Management Group, LLC | 3,248 | $484.6K | 0.04% | +50+1.6% | Added |
| Advisor Resource Council | 3,247 | $484.4K | 0.32% | +262+8.8% | Added |
| Matrix Asset Advisors Inc | 3,228 | $481.6K | 0.07% | 00.0% | Unchanged |
| Tobam | 3,225 | $481.0K | 0.04% | +261+8.8% | Added |
| Purus Wealth Management, LLC | 3,222 | $480.6K | 0.32% | −43−1.3% | Reduced |
| Old Mission Investment Co LLC | 3,220 | $480.4K | 0.19% | −18−0.6% | Reduced |
| Doliver Advisors, LP | 3,219 | $480.2K | 0.14% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,216 | $479.8K | 0.08% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,195 | $477.0K | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,196 | $476.8K | 0.02% | +3,196 | New |
| Worldquant Millennium Advisors LLC | 3,193 | $476.4K | 0.01% | −179,771−98.3% | Reduced |
| Ellevest, Inc. | 3,181 | $474.6K | 0.04% | −261−7.6% | Reduced |
| Clean Yield Group | 3,132 | $474.5K | 0.21% | 00.0% | Unchanged |
| Prostatis Group LLC | 3,231 | $474.2K | 0.23% | +3,231 | New |
| Ridgewood Investments LLC | 3,174 | $473.5K | 0.31% | 00.0% | Unchanged |
| Hoylecohen, LLC | 3,165 | $472.2K | 0.04% | −76−2.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,146 | $469.4K | 0.10% | −171−5.2% | Reduced |
| Plancorp, LLC | 3,145 | $469.2K | 0.03% | +54+1.7% | Added |
| Exchange Bank | 3,139 | $468.3K | 0.45% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,139 | $468.3K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 3,114 | $464.6K | 0.09% | −112−3.5% | Reduced |
| Abbrea Capital, LLC | 3,102 | $463.0K | 0.07% | −505−14.0% | Reduced |
| Hamilton Capital, LLC | 3,102 | $462.8K | 0.04% | +107+3.6% | Added |
| Geller Advisors LLC | 3,099 | $462.3K | 0.05% | −204−6.2% | Reduced |
| CoreFirst Bank & Trust | 3,098 | $462.2K | 0.33% | 00.0% | Unchanged |
| Perpetual Ltd | 3,087 | $460.6K | 0.00% | −630−16.9% | Reduced |
| Arrow Financial Corp | 3,085 | $460.3K | 0.05% | −263−7.9% | Reduced |
| Proficio Capital Partners LLC | 3,080 | $459.5K | 0.06% | +1,442+88.0% | Added |
| Westmount Partners, LLC | 3,067 | $457.6K | 0.20% | −19−0.6% | Reduced |
| Borer Denton & Associates, Inc. | 3,063 | $457.0K | 0.19% | +11+0.4% | Added |
| Acima Private Wealth, LLC | 3,056 | $455.9K | 0.20% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,049 | $454.9K | 0.20% | +30+1.0% | Added |
| Kovack Advisors, Inc. | 3,041 | $453.6K | 0.06% | −423−12.2% | Reduced |
| ERn Financial, LLC | 3,035 | $452.8K | 0.10% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,033 | $452.5K | 0.04% | −28−0.9% | Reduced |
| MCF Advisors LLC | 3,030 | $452.1K | 0.04% | +63+2.1% | Added |
| Reynders McVeigh Capital Management, LLC | 3,015 | $450.0K | 0.03% | +747+32.9% | Added |
| Acropolis Investment Management, LLC | 3,006 | $448.5K | 0.03% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 3,000 | $447.6K | 0.32% | −100−3.2% | Reduced |
| Authentikos Wealth Advisory, LLC | 3,000 | $447.6K | 0.43% | −22−0.7% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $447.6K | 0.23% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 2,979 | $444.4K | 0.59% | +2,979 | New |
| Tradition Wealth Management, LLC | 2,978 | $444.0K | 0.05% | +88+3.0% | Added |
| Jefferies Financial Group Inc. | 2,973 | $443.5K | 0.01% | −3,915−56.8% | Reduced |
| PDS Planning, Inc | 2,969 | $443.0K | 0.06% | +56+1.9% | Added |
| MWA Asset Management | 2,930 | $437.1K | 0.42% | +2,930 | New |
| Agate Pass Investment Management, LLC | 2,920 | $435.6K | 0.30% | −410−12.3% | Reduced |
| Cambridge Advisors Inc. | 2,910 | $434.1K | 0.12% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 2,906 | $433.7K | 0.25% | +317+12.2% | Added |
| Twin Lakes Capital Management, LLC | 2,898 | $432.4K | 0.32% | +4+0.1% | Added |
| VeraBank, N.A. | 2,898 | $432.4K | 0.17% | −66−2.2% | Reduced |
| Global Trust Asset Management, LLC | 2,892 | $431.5K | 0.21% | +14+0.5% | Added |
| Eagle Asset Management Inc | 2,889 | $431.0K | 0.00% | +711+32.6% | Added |
| Summit Financial Group Inc | 2,885 | $430.4K | 0.18% | −1,225−29.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,879 | $429.5K | 0.13% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,873 | $428.6K | 0.05% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,863 | $427.1K | 0.06% | −10,100−77.9% | Reduced |
| Bristol John W & Co Inc | 2,851 | $425.3K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 2,848 | $424.9K | 0.02% | +50+1.8% | Added |
| Scissortail Wealth Management, LLC | 3,000 | $424.7K | 0.33% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,844 | $424.3K | 0.32% | +8+0.3% | Added |
| Mezzasalma Advisors, LLC | 2,827 | $421.7K | 0.26% | +10.0% | Added |
| Hanson & Doremus Investment Management | 2,824 | $421.0K | 0.09% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 2,814 | $419.8K | 0.09% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,811 | $419.4K | 0.31% | +76+2.8% | Added |
| Caxton Associates LP | 2,810 | $419.2K | 0.06% | −2,121−43.0% | Reduced |
| Financial Management Network Inc | 2,857 | $418.9K | 0.14% | −21−0.7% | Reduced |
| Cornerstone Wealth Group, LLC | 2,804 | $418.4K | 0.07% | −53−1.9% | Reduced |
| McIlrath & Eck, LLC | 2,802 | $418.0K | 0.08% | −50−1.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $417.9K | 0.01% | −200−6.7% | Reduced |
| Marietta Investment Partners LLC | 2,800 | $417.7K | 0.12% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $417.7K | 0.39% | 00.0% | Unchanged |
| Centennial Bank | 2,800 | $417.7K | 0.29% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,799 | $417.7K | 0.15% | −3,354−54.5% | Reduced |
| Nilsine Partners, LLC | 2,798 | $417.4K | 0.06% | −16−0.6% | Reduced |
| Marcum Wealth, LLC | 2,793 | $416.7K | 0.05% | −52−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,790 | $416.2K | 0.07% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $415.6K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,785 | $415.5K | 0.06% | +452+19.4% | Added |