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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 1,579 | $235.6K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,577 | $235.3K | 0.07% | +2+0.1% | Added |
| Blue Fin Capital, Inc. | 1,573 | $234.7K | 0.07% | −101−6.0% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $234.4K | 0.03% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,567 | $233.8K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 1,562 | $233.0K | 0.14% | +1,562 | New |
| Hemington Wealth Management | 1,562 | $233.0K | 0.11% | −64−3.9% | Reduced |
| Bouchey Financial Group Ltd | 1,556 | $232.1K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,555 | $232.0K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,552 | $231.5K | 0.02% | +259+20.0% | Added |
| Wealth Advisory Solutions, LLC | 1,551 | $231.4K | 0.05% | +1,551 | New |
| Key Bridge Compliance, LLC | 1,551 | $231.4K | 0.07% | +1,551 | New |
| Private Portfolio Partners LLC | 1,551 | $231.3K | 0.06% | +3+0.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,548 | $231.0K | 0.03% | +253+19.5% | Added |
| MONECO Advisors, LLC | 1,542 | $230.1K | 0.06% | +45+3.0% | Added |
| Interchange Capital Partners, LLC | 1,535 | $229.5K | 0.18% | −116−7.0% | Reduced |
| MV Capital Management, Inc. | 1,537 | $229.3K | 0.03% | +6+0.4% | Added |
| Armstrong Shaw Associates Inc | 1,534 | $228.9K | 0.24% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,530 | $228.3K | 0.08% | +12+0.8% | Added |
| First Dallas Securities Inc. | 1,525 | $228.0K | 0.05% | −12,656−89.2% | Reduced |
| Mayfair Advisory Group, LLC | 1,507 | $227.5K | 0.22% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,523 | $227.2K | 0.02% | +27+1.8% | Added |
| Thrive Wealth Management, LLC | 1,522 | $227.1K | 0.06% | −84−5.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,521 | $227.0K | 0.08% | −28−1.8% | Reduced |
| Compass Ion Advisors, LLC | 1,519 | $226.6K | 0.04% | +1,519 | New |
| Ancora Advisors, LLC | 1,519 | $226.6K | 0.01% | +261+20.7% | Added |
| Humankind Investments LLC | 1,514 | $225.9K | 0.09% | −86−5.4% | Reduced |
| KFA Private Wealth Group, LLC | 1,512 | $225.6K | 0.09% | −5−0.3% | Reduced |
| Northwest Bancshares, Inc. | 1,509 | $225.1K | 0.04% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,508 | $225.0K | 0.01% | −324−17.7% | Reduced |
| United Bank | 1,505 | $224.5K | 0.03% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,500 | $224.0K | 0.04% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 1,500 | $223.8K | 0.13% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $223.8K | 0.14% | 00.0% | Unchanged |
| Davidson Trust Co | 1,499 | $223.6K | 0.17% | +71+5.0% | Added |
| HFG Advisors, Inc. | 1,496 | $223.2K | 0.24% | −6−0.4% | Reduced |
| Carmel Capital Partners, LLC | 1,496 | $223.2K | 0.10% | +313+26.5% | Added |
| Great Diamond Partners, LLC | 1,492 | $222.6K | 0.06% | +15+1.0% | Added |
| Delta Asset Management LLC | 1,486 | $221.7K | 0.02% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 1,450 | $221.6K | 0.10% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,484 | $221.4K | 0.02% | +12+0.8% | Added |
| Capital Square, LLC | 1,456 | $220.6K | 0.30% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,478 | $220.5K | 0.06% | +205+16.1% | Added |
| Zions Bancorporation, N.A. | 1,468 | $219.0K | 0.02% | −4−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,467 | $218.9K | 0.04% | −47−3.1% | Reduced |
| JNBA Financial Advisors | 1,465 | $218.6K | 0.03% | +10+0.7% | Added |
| Northern Oak Wealth Management Inc | 1,462 | $218.1K | 0.03% | −685−31.9% | Reduced |
| Sonora Investment Management Group, LLC | 1,461 | $218.0K | 0.02% | −72−4.7% | Reduced |
| Westover Capital Advisors, LLC | 1,460 | $217.8K | 0.08% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,460 | $217.8K | 0.03% | +1+0.1% | Added |
| CapWealth Advisors, LLC | 1,459 | $217.7K | 0.03% | −112−7.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,451 | $216.5K | 0.07% | +5+0.3% | Added |
| Channel Wealth LLC | 1,448 | $216.0K | 0.12% | −55−3.7% | Reduced |
| Hall Laurie J Trustee | 1,449 | $216.0K | 0.09% | 00.0% | Unchanged |
| Motco | 1,446 | $215.7K | 0.01% | −16−1.1% | Reduced |
| Avestar Capital, LLC | 1,445 | $215.6K | 0.03% | −8−0.6% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $215.1K | 0.10% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,440 | $215.0K | 0.13% | +1+0.1% | Added |
| Hexagon Capital Partners LLC | 1,441 | $215.0K | 0.06% | −82−5.4% | Reduced |
| Financial Advisors, LLC | 1,440 | $214.8K | 0.05% | −500−25.8% | Reduced |
| First Financial Bank - Trust Division | 1,433 | $213.8K | 0.02% | −309−17.7% | Reduced |
| Fairfield, Bush & Co. | 1,430 | $213.3K | 0.14% | −11,800−89.2% | Reduced |
| Strait & Sound Wealth Management LLC | 1,427 | $212.9K | 0.18% | +45+3.3% | Added |
| Capital Asset Advisory Services LLC | 1,402 | $212.4K | 0.01% | −83−5.6% | Reduced |
| CIC Wealth, LLC | 1,421 | $212.0K | 0.08% | −45−3.1% | Reduced |
| Sovereign Financial Group, Inc. | 1,418 | $211.6K | 0.08% | +89+6.7% | Added |
| Eagle Harbor Asset Management Inc | 1,415 | $211.1K | 0.28% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 1,415 | $211.1K | 0.13% | +1,415 | New |
| Consolidated Planning Corp | 1,413 | $210.8K | 0.05% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,412 | $210.7K | 0.01% | +1,412 | New |
| Diametric Capital, LP | 1,412 | $210.7K | 0.09% | +1,412 | New |
| State of Wyoming | 1,403 | $209.3K | 0.05% | +1,403 | New |
| Index Fund Advisors, Inc. | 1,402 | $209.2K | 0.01% | +1,402 | New |
| Centric Wealth Management | 1,401 | $209.0K | 0.09% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,400 | $208.9K | 0.05% | −6−0.4% | Reduced |
| E&G Advisors, LP | 1,400 | $208.9K | 0.08% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,400 | $208.9K | 0.05% | +200+16.7% | Added |
| BTC Capital Management, Inc. | 1,376 | $205.3K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 1,375 | $205.1K | 0.19% | −375−21.4% | Reduced |
| Advisors Management Group Inc | 1,369 | $204.0K | 0.06% | −10−0.7% | Reduced |
| Austin Wealth Management, LLC | 1,240 | $203.9K | 0.06% | +1,240 | New |
| Legacy Private Trust Co. | 1,365 | $203.6K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,359 | $202.7K | 0.01% | −60−4.2% | Reduced |
| Kapstone Financial Advisors LLC | 1,359 | $202.7K | 0.18% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,355 | $202.2K | 0.02% | −25,668−95.0% | Reduced |
| South State Corp. | 1,355 | $202.2K | 0.02% | −11,689−89.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $202.0K | 0.11% | +1,357 | New |
| Burns J W & Co Inc | 1,353 | $201.9K | 0.03% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 1,350 | $201.4K | 0.06% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 1,348 | $201.1K | 0.15% | −14,139−91.3% | Reduced |
| City State Bank | 1,345 | $201.0K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,345 | $200.7K | 0.02% | −1−0.1% | Reduced |
| Godsey & Gibb Associates | 1,337 | $199.5K | 0.02% | −50−3.6% | Reduced |
| Johnson Midwest Financial, LLC | 1,322 | $197.2K | 0.44% | +1,322 | New |
| HHM Wealth Advisors, LLC | 1,316 | $196.3K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,299 | $193.8K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,250 | $186.5K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,247 | $186.0K | 0.11% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,246 | $185.9K | 0.02% | +42+3.5% | Added |
| Magellan Asset Management Ltd | 1,222 | $182.3K | 0.00% | +2+0.2% | Added |