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 |
|---|---|---|---|---|---|
| G&S Capital LLC | 2,241 | $334.3K | 0.17% | +16+0.7% | Added |
| Quantum Private Wealth, LLC | 2,240 | $334.2K | 0.16% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,242 | $334.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,233 | $333.1K | 0.05% | +233+11.7% | Added |
| Cadent Capital Advisors, LLC | 2,233 | $333.1K | 0.16% | −81−3.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,225 | $332.4K | 0.08% | +74+3.4% | Added |
| PFG Investments, LLC | 2,220 | $331.2K | 0.06% | +429+24.0% | Added |
| MEMBERS Trust Co | 2,204 | $331.1K | 0.01% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,217 | $331.0K | 0.18% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 2,217 | $330.8K | 0.60% | +203+10.1% | Added |
| Sunburst Financial Group, LLC | 2,212 | $330.0K | 0.12% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 2,211 | $330.0K | 0.10% | +8+0.4% | Added |
| Pettyjohn, Wood & White, Inc | 2,203 | $328.7K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,200 | $328.2K | 0.09% | −200−8.3% | Reduced |
| Wexford Capital LP | 2,200 | $328.2K | 0.07% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,200 | $328.0K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,186 | $326.2K | 0.07% | −2−0.1% | Reduced |
| MidWestOne Financial Group, Inc. | 2,186 | $326.1K | 0.07% | −1,218−35.8% | Reduced |
| Charter Trust Co | 2,185 | $326.0K | 0.03% | −27−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,177 | $324.8K | 0.00% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,175 | $324.4K | 0.05% | −270−11.0% | Reduced |
| Founders Financial Alliance, LLC | 2,174 | $324.3K | 0.14% | −212−8.9% | Reduced |
| Physicians Financial Services, Inc. | 2,170 | $324.0K | 0.13% | +100+4.8% | Added |
| Signature Wealth Management Partners, LLC | 2,171 | $323.9K | 0.32% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,170 | $323.7K | 0.05% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,170 | $323.7K | 0.01% | +6+0.3% | Added |
| Wealth Architects, LLC | 2,162 | $322.6K | 0.05% | −29−1.3% | Reduced |
| Columbia Trust Co 01012016 | 2,162 | $322.5K | 0.19% | +5+0.2% | Added |
| Yarbrough Capital, LLC | 2,161 | $322.4K | 0.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,159 | $322.1K | 0.13% | −503−18.9% | Reduced |
| Waters Parkerson & Co., LLC | 2,159 | $322.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,158 | $322.0K | 0.04% | −150−6.5% | Reduced |
| StrategIQ Financial Group, LLC | 2,156 | $321.6K | 0.04% | −112−4.9% | Reduced |
| Eagle Bay Advisors LLC | 2,155 | $321.6K | 0.15% | +412+23.6% | Added |
| Next Level Private LLC | 2,151 | $321.5K | 0.21% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,150 | $320.8K | 0.06% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,146 | $320.2K | 0.19% | +2,146 | New |
| Silverlake Wealth Management LLC | 2,142 | $319.6K | 0.18% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,142 | $319.6K | 0.05% | −47−2.1% | Reduced |
| Donaldson Capital Management, LLC | 2,140 | $319.2K | 0.02% | −56−2.6% | Reduced |
| Level Four Advisory Services, LLC | 2,138 | $319.0K | 0.02% | −407−16.0% | Reduced |
| Opal Wealth Advisors, LLC | 2,121 | $316.4K | 0.19% | +310+17.1% | Added |
| Contravisory Investment Management, Inc. | 2,120 | $316.3K | 0.09% | −105−4.7% | Reduced |
| Sage Private Wealth Group, LLC | 2,116 | $315.8K | 0.43% | +45+2.2% | Added |
| Lake Street Financial LLC | 2,100 | $315.5K | 0.06% | +67+3.3% | Added |
| HC Advisors, LLC | 2,112 | $315.2K | 0.19% | +10.0% | Added |
| Blume Capital Management, Inc. | 2,112 | $315.1K | 0.09% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,111 | $314.9K | 0.24% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,109 | $314.6K | 0.14% | +7+0.3% | Added |
| Central Bank & Trust Co | 2,107 | $314.3K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,105 | $314.0K | 0.23% | −48−2.2% | Reduced |
| Security National Bank of So Dak | 2,100 | $313.3K | 0.23% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,089 | $311.6K | 0.05% | −11−0.5% | Reduced |
| Dearborn Partners LLC | 2,074 | $309.4K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,069 | $308.7K | 0.18% | +40+2.0% | Added |
| Chapin Davis, Inc. | 2,064 | $307.9K | 0.15% | +60+3.0% | Added |
| KG&L Capital Management,LLC | 2,064 | $307.9K | 0.15% | +671+48.2% | Added |
| Edmond de Rothschild Holding S.A. | 2,063 | $307.8K | 0.01% | −317−13.3% | Reduced |
| Whitener Capital Management, Inc. | 2,060 | $307.3K | 0.12% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,056 | $306.8K | 0.17% | +364+21.5% | Added |
| Mystic Asset Management, Inc. | 2,055 | $306.6K | 0.17% | −125−5.7% | Reduced |
| Pacitti Group Inc. | 2,053 | $306.3K | 0.21% | −10.0% | Reduced |
| Fort Washington Investment Advisors Inc | 2,050 | $305.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,047 | $305.4K | 0.14% | 00.0% | Unchanged |
| Thomasville National Bank | 2,046 | $305.2K | 0.03% | +62+3.1% | Added |
| Regal Investment Advisors LLC | 2,038 | $304.1K | 0.03% | +512+33.6% | Added |
| Waddell & Associates, LLC | 2,036 | $303.7K | 0.04% | +7+0.3% | Added |
| Auxano Advisors, LLC | 2,019 | $301.2K | 0.12% | +2,019 | New |
| Cypress Capital Group | 2,017 | $300.9K | 0.04% | −10−0.5% | Reduced |
| Navellier & Associates Inc | 2,016 | $300.8K | 0.05% | −384−16.0% | Reduced |
| Financial Advocates Investment Management | 2,011 | $300.0K | 0.02% | +127+6.7% | Added |
| Stonebridge Capital Advisors LLC | 2,005 | $299.1K | 0.03% | +18+0.9% | Added |
| Clear Harbor Asset Management, LLC | 2,000 | $298.4K | 0.03% | −300−13.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $298.4K | 0.02% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 2,000 | $298.4K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $298.4K | 0.06% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $298.4K | 0.31% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $298.0K | 0.29% | 00.0% | Unchanged |
| Burney Co | 1,995 | $297.6K | 0.01% | −1,145−36.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,995 | $297.6K | 0.07% | +88+4.6% | Added |
| FinTrust Capital Advisors, LLC | 1,994 | $297.5K | 0.07% | −153−7.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,985 | $296.1K | 0.08% | +17+0.9% | Added |
| Arcataur Capital Management LLC | 1,980 | $295.4K | 0.12% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,976 | $294.8K | 0.21% | −10−0.5% | Reduced |
| Allen Investment Management LLC | 1,976 | $294.8K | 0.00% | +35+1.8% | Added |
| Cassaday & Co Wealth Management LLC | 1,971 | $294.1K | 0.01% | +300+18.0% | Added |
| Washington Trust Bank | 1,967 | $293.5K | 0.03% | 00.0% | Unchanged |
| First National Bank | 1,963 | $292.9K | 0.26% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,952 | $291.2K | 0.09% | −87−4.3% | Reduced |
| Mechanics Financial Corp | 1,950 | $290.9K | 0.16% | 00.0% | Unchanged |
| Davis R M Inc | 1,934 | $289.0K | 0.01% | −23−1.2% | Reduced |
| Richard W. Paul & Associates, LLC | 1,937 | $288.9K | 0.13% | −76−3.8% | Reduced |
| Independent Family Office, LLC | 1,932 | $288.2K | 0.18% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,931 | $288.1K | 0.02% | −289−13.0% | Reduced |
| Missouri Trust & Investment Co | 1,928 | $287.6K | 0.13% | −73−3.6% | Reduced |
| Golden State Equity Partners | 1,927 | $287.4K | 0.08% | +154+8.7% | Added |
| Accurate Wealth Management, LLC | 1,859 | $286.9K | 0.09% | +271+17.1% | Added |
| StoneX Group Inc. | 1,921 | $286.5K | 0.03% | −347−15.3% | Reduced |
| Altshuler Shaham Ltd | 1,915 | $285.7K | 0.01% | −6,469−77.2% | Reduced |
| Barton Investment Management | 1,900 | $283.5K | 0.05% | 00.0% | Unchanged |