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 |
|---|---|---|---|---|---|
| Athena Investment Management | 2,773 | $413.7K | 0.30% | −12−0.4% | Reduced |
| Mayflower Financial Advisors, LLC | 2,752 | $410.6K | 0.06% | +217+8.6% | Added |
| WMS Partners, LLC | 2,747 | $409.8K | 0.03% | −76−2.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,721 | $408.7K | 0.02% | +2,721 | New |
| Strategic Blueprint, LLC | 2,734 | $407.9K | 0.04% | +400+17.1% | Added |
| Macroview Investment Management LLC | 2,730 | $407.3K | 0.55% | +2,730 | New |
| Essex Savings Bank | 2,726 | $406.7K | 0.14% | +5+0.2% | Added |
| Mechanics Bank Trust Department | 2,723 | $406.2K | 0.07% | −25−0.9% | Reduced |
| Revisor Wealth Management LLC | 2,722 | $406.1K | 0.35% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,722 | $406.1K | 0.01% | +274+11.2% | Added |
| Midwest Financial Group LLC | 2,723 | $406.0K | 0.34% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,710 | $404.3K | 0.14% | +34+1.3% | Added |
| EverSource Wealth Advisors, LLC | 2,705 | $403.6K | 0.04% | −220−7.5% | Reduced |
| Kozak & Associates, Inc. | 2,699 | $403.0K | 0.15% | +10+0.4% | Added |
| Point Break Capital Management, LLC | 2,700 | $402.8K | 0.53% | +2,700 | New |
| Geneos Wealth Management Inc. | 2,688 | $401.1K | 0.02% | +396+17.3% | Added |
| Provence Wealth Management Group | 2,679 | $399.7K | 0.25% | +493+22.6% | Added |
| Castleark Management LLC | 2,675 | $399.1K | 0.02% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 2,673 | $398.8K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,672 | $398.6K | 0.01% | −484−15.3% | Reduced |
| MRP Capital Investments, LLC | 5,747 | $398.3K | 0.44% | +2,117+58.3% | Added |
| SPC Financial, Inc. | 2,662 | $397.1K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,656 | $396.2K | 0.12% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,650 | $395.5K | 0.07% | +1,004+61.0% | Added |
| Impact Partnership Wealth, LLC | 2,641 | $394.0K | 0.12% | +2,440+1,213.9% | Added |
| Stratos Wealth Advisors, LLC | 2,616 | $390.4K | 0.03% | +1,149+78.3% | Added |
| McLean Asset Management Corp | 2,579 | $389.3K | 0.16% | +7+0.3% | Added |
| LGT Fund Management Co Ltd. | 2,600 | $388.6K | 0.19% | 00.0% | Unchanged |
| KLK Capital Management LLC | 2,604 | $388.5K | 0.52% | +2,604 | New |
| Hollencrest Capital Management | 2,601 | $388.0K | 0.04% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,600 | $387.9K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,597 | $387.4K | 0.10% | −102−3.8% | Reduced |
| TNF LLC | 2,575 | $385.3K | 0.18% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,575 | $384.2K | 0.13% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,574 | $384.1K | 0.06% | +123+5.0% | Added |
| Childress Capital Advisors, LLC | 2,590 | $383.6K | 0.13% | +2,590 | New |
| Mount Yale Investment Advisors, LLC | 2,569 | $383.3K | 0.04% | +2,569 | New |
| Birch Hill Investment Advisors LLC | 2,559 | $381.8K | 0.02% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,556 | $381.3K | 0.23% | −125−4.7% | Reduced |
| Northstar Asset Management LLC | 2,556 | $381.3K | 0.11% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,555 | $381.2K | 0.15% | −35−1.4% | Reduced |
| Baystate Wealth Management LLC | 2,552 | $380.8K | 0.03% | +1,841+258.9% | Added |
| Duncker Streett & Co Inc | 2,550 | $380.4K | 0.09% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,425 | $379.6K | 0.08% | −698−22.4% | Reduced |
| Harbour Investment Management LLC | 2,539 | $378.8K | 0.22% | +39+1.6% | Added |
| Hunter Associates Investment Management LLC | 2,524 | $377.0K | 0.08% | +106+4.4% | Added |
| Burt Wealth Advisors | 2,515 | $375.2K | 0.12% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,508 | $374.0K | 0.03% | −25,289−91.0% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $373.9K | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,503 | $373.4K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $373.0K | 0.14% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $373.0K | 0.26% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,497 | $372.6K | 0.05% | 00.0% | Unchanged |
| Addison Capital Co | 2,494 | $372.0K | 0.29% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,489 | $371.3K | 0.04% | +574+30.0% | Added |
| Benedetti & Gucer, Inc. | 2,474 | $369.1K | 0.20% | +167+7.2% | Added |
| Regatta Capital Group, LLC | 2,465 | $367.7K | 0.12% | −20−0.8% | Reduced |
| Covenant Asset Management, LLC | 2,461 | $367.2K | 0.11% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,458 | $366.7K | 0.04% | +2,458 | New |
| Fidelis Capital Partners, LLC | 2,456 | $366.4K | 0.13% | +19+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,456 | $366.4K | 0.08% | 00.0% | Unchanged |
| Sippican Capital Advisors | 2,453 | $366.0K | 0.34% | −25−1.0% | Reduced |
| Buckingham Strategic Partners | 2,450 | $365.6K | 0.02% | +2,450 | New |
| Round Hill Asset Management | 2,447 | $365.1K | 0.24% | −25−1.0% | Reduced |
| Allstate Corp | 2,437 | $363.6K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,426 | $361.9K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,417 | $360.6K | 0.15% | +256+11.8% | Added |
| Larson Financial Group LLC | 2,413 | $360.0K | 0.04% | +119+5.2% | Added |
| Wittenberg Investment Management, Inc. | 2,410 | $359.5K | 0.13% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,408 | $359.3K | 0.14% | +4+0.2% | Added |
| LS Investment Advisors, LLC | 2,406 | $359.0K | 0.07% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 2,404 | $358.7K | 0.47% | +162+7.2% | Added |
| Midwest Professional Planners, LTD. | 2,404 | $358.6K | 0.16% | +199+9.0% | Added |
| Confluence Investment Management LLC | 2,400 | $358.1K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $358.1K | 0.26% | +485+25.3% | Added |
| Westbourne Investment Advisors, Inc. | 2,398 | $358.0K | 0.16% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,398 | $357.8K | 0.07% | +63+2.7% | Added |
| DT Investment Partners, LLC | 2,397 | $357.6K | 0.04% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,387 | $356.1K | 0.18% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,384 | $355.6K | 0.18% | −16−0.7% | Reduced |
| Weaver Consulting Group | 2,378 | $354.8K | 0.16% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,460 | $352.6K | 0.17% | −152−5.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,359 | $351.9K | 0.10% | +2,359 | New |
| 626 Financial, LLC | 2,358 | $351.7K | 0.24% | +10.0% | Added |
| Eudaimonia Partners, LLC | 2,357 | $351.6K | 0.09% | −23−1.0% | Reduced |
| Pictet & Cie (Europe) SA | 2,351 | $350.7K | 0.01% | −317−11.9% | Reduced |
| Marex Group plc | 2,351 | $350.7K | 0.05% | +2,351 | New |
| Marino, Stram & Associates LLC | 2,347 | $350.2K | 0.10% | +12+0.5% | Added |
| Patten Group, Inc. | 2,330 | $347.6K | 0.10% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,326 | $347.0K | 0.19% | +110+5.0% | Added |
| Merrion Investment Management Co, LLC | 2,321 | $346.3K | 0.30% | −280−10.8% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $343.1K | 0.22% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,290 | $341.6K | 0.09% | +3+0.1% | Added |
| Enterprise Financial Services Corp | 2,289 | $341.5K | 0.24% | +136+6.3% | Added |
| Princeton Global Asset Management LLC | 2,268 | $338.4K | 0.10% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,267 | $338.2K | 0.04% | +217+10.6% | Added |
| Prestige Wealth Management Group LLC | 2,266 | $338.1K | 0.08% | +1,584+232.3% | Added |
| Great Lakes Retirement, Inc. | 2,264 | $337.8K | 0.06% | −47−2.0% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $337.0K | 0.17% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,252 | $336.0K | 0.10% | −599−21.0% | Reduced |