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
- 2,002
- −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
- 744 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 |
|---|---|---|---|---|---|
| Cairn Investment Group, Inc. | 1,900 | $283.0K | 0.19% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,896 | $283.0K | 0.08% | +203+12.0% | Added |
| First Personal Financial Services | 1,894 | $282.6K | 0.07% | −150−7.3% | Reduced |
| Banco BTG Pactual S.A. | 1,894 | $282.6K | 0.11% | +1,894 | New |
| Keating Investment Counselors Inc | 1,880 | $280.5K | 0.10% | −200−9.6% | Reduced |
| Forza Wealth Management, LLC | 1,878 | $280.2K | 0.14% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,878 | $280.2K | 0.19% | +7+0.4% | Added |
| Verity & Verity, LLC | 1,874 | $279.6K | 0.04% | 00.0% | Unchanged |
| Comerica Securities,inc. | 1,872 | $279.3K | 0.02% | +189+11.2% | Added |
| SkyView Investment Advisors, LLC | 1,869 | $279.0K | 0.11% | −2,293−55.1% | Reduced |
| Liberty Wealth Management LLC | 1,871 | $279.0K | 0.07% | +4+0.2% | Added |
| Rebalance, LLC | 1,858 | $277.2K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,856 | $276.9K | 0.05% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 1,854 | $276.5K | 0.02% | −77−4.0% | Reduced |
| Arista Wealth Management, LLC | 1,850 | $276.0K | 0.11% | +11+0.6% | Added |
| Integrated Advisors Network LLC | 1,848 | $275.6K | 0.02% | −111−5.7% | Reduced |
| Blueshift Asset Management, LLC | 1,847 | $275.6K | 0.16% | +1,847 | New |
| Tillman Hartley LLC | 1,846 | $275.4K | 0.11% | −62−3.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,849 | $275.0K | 0.14% | +1,849 | New |
| Arden Trust Co | 1,841 | $274.7K | 0.05% | −447−19.5% | Reduced |
| Paul Damon & Associates, Inc. | 1,836 | $273.9K | 0.18% | −4−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 1,833 | $273.5K | 0.10% | −78−4.1% | Reduced |
| Financial Connections Group, Inc. | 1,834 | $273.0K | 0.34% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 1,825 | $272.3K | 0.01% | +553+43.5% | Added |
| KPP Advisory Services LLC | 1,821 | $271.7K | 0.09% | +1,821 | New |
| Atomi Financial Group, Inc. | 1,818 | $271.2K | 0.09% | +489+36.8% | Added |
| Forte Capital LLC | 1,813 | $270.5K | 0.04% | +337+22.8% | Added |
| Northside Capital Management, LLC | 1,805 | $269.3K | 0.06% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,801 | $268.7K | 0.23% | −340−15.9% | Reduced |
| Seven Mile Advisory | 1,801 | $268.7K | 0.28% | −68−3.6% | Reduced |
| Merriman Wealth Management, LLC | 1,796 | $267.9K | 0.01% | −35−1.9% | Reduced |
| Riverwater Partners LLC | 1,793 | $267.5K | 0.24% | +4+0.2% | Added |
| FourThought Financial Partners, LLC | 1,789 | $267.0K | 0.04% | −5−0.3% | Reduced |
| 180 Wealth Advisors, LLC | 1,783 | $266.0K | 0.06% | +4+0.2% | Added |
| Allred Capital Management, LLC | 1,778 | $265.2K | 0.13% | −1−0.1% | Reduced |
| Catalyst Financial Partners LLC | 1,777 | $265.1K | 0.09% | +72+4.2% | Added |
| HCR Wealth Advisors | 1,775 | $264.8K | 0.06% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,766 | $263.5K | 0.09% | +2+0.1% | Added |
| Nottingham Advisors, Inc. | 1,765 | $263.3K | 0.04% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,758 | $262.3K | 0.07% | −60−3.3% | Reduced |
| LCNB Corp | 1,757 | $262.1K | 0.12% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,756 | $262.0K | 0.13% | +154+9.6% | Added |
| Laidlaw Wealth Management LLC | 1,753 | $261.5K | 0.09% | −227−11.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,748 | $260.7K | 0.02% | +50+2.9% | Added |
| Wealthquest Corp | 1,746 | $260.5K | 0.03% | +27+1.6% | Added |
| Trust Co of Virginia | 1,744 | $260.2K | 0.03% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,744 | $260.2K | 0.08% | +1,744 | New |
| Olistico Wealth, LLC | 1,742 | $259.9K | 0.23% | 00.0% | Unchanged |
| Investors Research Corp | 1,736 | $259.0K | 0.07% | +11+0.6% | Added |
| Mirabella Financial Services LLP | 1,728 | $257.8K | 0.04% | +1,728 | New |
| SRS Capital Advisors, Inc. | 1,726 | $257.4K | 0.03% | +452+35.5% | Added |
| Flagship Private Wealth, LLC | 1,725 | $257.3K | 0.23% | +71+4.3% | Added |
| Consolidated Portfolio Review Corp | 1,717 | $256.2K | 0.06% | −2−0.1% | Reduced |
| Lafayette Investments, Inc. | 1,713 | $255.6K | 0.07% | +124+7.8% | Added |
| Cozad Asset Management Inc | 1,713 | $255.6K | 0.03% | +67+4.1% | Added |
| First Business Financial Services, Inc. | 1,711 | $255.3K | 0.03% | +81+5.0% | Added |
| LMCG Investments, LLC | 1,707 | $254.7K | 0.02% | −31−1.8% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $253.6K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,699 | $253.5K | 0.02% | +1,699 | New |
| Sittner & Nelson, LLC | 1,698 | $253.3K | 0.15% | +2+0.1% | Added |
| Atlantic Trust, LLC | 1,694 | $252.7K | 0.08% | +500+41.9% | Added |
| Kolinsky Wealth Management, LLC | 1,688 | $251.8K | 0.25% | +83+5.2% | Added |
| Heritage Investment Group, Inc. | 1,681 | $251.0K | 0.07% | +109+6.9% | Added |
| Hyperion Capital Advisors LP | 1,680 | $250.6K | 0.14% | +1,680 | New |
| Alpha Cubed Investments, LLC | 1,676 | $250.0K | 0.02% | −89−5.0% | Reduced |
| Michael B. Yongue | 1,675 | $249.9K | 0.24% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,673 | $249.6K | 0.03% | +378+29.2% | Added |
| Drive Wealth Management, LLC | 1,664 | $248.2K | 0.09% | +42+2.6% | Added |
| Fagan Associates, Inc. | 1,660 | $247.7K | 0.06% | 00.0% | Unchanged |
| Schubert & Co | 1,657 | $247.2K | 0.25% | +7+0.4% | Added |
| Soltis Investment Advisors LLC | 1,655 | $247.0K | 0.03% | −805−32.7% | Reduced |
| Oxbow Advisors, LLC | 1,653 | $246.6K | 0.04% | 00.0% | Unchanged |
| Gratus Capital LLC | 1,652 | $246.4K | 0.02% | +1,652 | New |
| Skba Capital Management LLC | 1,650 | $246.2K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,646 | $245.6K | 0.03% | +16+1.0% | Added |
| City Holding Co | 1,640 | $244.7K | 0.04% | −2−0.1% | Reduced |
| Ruggaard & Associates LLC | 1,640 | $244.6K | 0.15% | −16−1.0% | Reduced |
| NFP Retirement, Inc. | 1,638 | $244.4K | 0.05% | −33−2.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,629 | $243.1K | 0.11% | +3+0.2% | Added |
| Aire Advisors, LLC | 1,628 | $242.8K | 0.07% | +1+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,625 | $242.5K | 0.12% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,625 | $242.4K | 0.04% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,391 | $242.2K | 0.22% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,621 | $241.8K | 0.16% | −1−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,617 | $241.2K | 0.08% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 1,615 | $241.0K | 0.04% | +838+107.9% | Added |
| Acorn Wealth Advisors, LLC | 1,613 | $240.6K | 0.16% | +3+0.2% | Added |
| Northwest Wealth Management, LLC | 1,611 | $240.3K | 0.09% | −3−0.2% | Reduced |
| Legacy Financial Strategies, LLC | 1,567 | $239.7K | 0.08% | +1+0.1% | Added |
| Westwood Management Corp | 1,600 | $239.0K | 0.03% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,608 | $239.0K | 0.10% | +1,608 | New |
| Peterson Wealth Services | 1,601 | $238.8K | 0.18% | +2+0.1% | Added |
| Puzo Michael J | 1,600 | $238.7K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $238.7K | 0.14% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $238.7K | 0.03% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,593 | $237.7K | 0.06% | +9+0.6% | Added |
| Baker Boyer National Bank | 1,593 | $237.7K | 0.10% | 00.0% | Unchanged |
| First International Bank & Trust | 1,592 | $237.5K | 0.09% | +301+23.3% | Added |
| Virtue Capital Management, LLC | 1,352 | $237.4K | 0.04% | 00.0% | Unchanged |
| Burton Enright Welch | 1,585 | $236.5K | 0.07% | +1,585 | New |