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 |
|---|---|---|---|---|---|
| Key Financial Inc | 1,213 | $181.0K | 0.06% | −67−5.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,192 | $177.8K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,170 | $175.0K | 0.03% | +39+3.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,140 | $170.1K | 0.09% | +75+7.0% | Added |
| Global Financial Private Client, LLC | 1,132 | $169.2K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,109 | $165.0K | 0.01% | −38−3.3% | Reduced |
| Icon Wealth Partners, LLC | 1,105 | $164.9K | 0.02% | −5,666−83.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,067 | $159.2K | 0.05% | +60+6.0% | Added |
| Capital Advisors, Ltd. LLC | 1,069 | $159.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,065 | $158.9K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,059 | $158.0K | 0.00% | +90+9.3% | Added |
| Edentree Asset Management Ltd | 1,000 | $149.2K | 0.06% | −6,000−85.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $149.2K | 0.09% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $149.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 982 | $146.5K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 982 | $146.5K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 969 | $144.6K | 0.01% | +49+5.3% | Added |
| Truvestments Capital LLC | 964 | $143.7K | 0.07% | −248−20.5% | Reduced |
| General Partner, Inc. | 936 | $139.6K | 0.12% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 898 | $134.0K | 0.01% | +470+109.8% | Added |
| PFG Private Wealth Management, LLC | 888 | $132.5K | 0.10% | −159−15.2% | Reduced |
| Northwest Capital Management Inc | 888 | $132.5K | 0.05% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 886 | $132.2K | 0.04% | −390−30.6% | Reduced |
| West Branch Capital LLC | 884 | $131.9K | 0.07% | −500−36.1% | Reduced |
| WR Wealth Planners, LLC | 883 | $131.7K | 0.05% | +20+2.3% | Added |
| Deseret Mutual Benefit Administrators | 877 | $130.8K | 0.06% | −111−11.2% | Reduced |
| Benjamin Edwards Inc | 868 | $130.0K | 0.03% | +30+3.6% | Added |
| Legacy Bridge, LLC | 865 | $129.1K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 860 | $128.3K | 0.10% | −5−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 840 | $125.3K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 840 | $125.3K | 0.08% | +840 | New |
| Mascoma Wealth Management LLC | 809 | $120.7K | 0.04% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 804 | $119.9K | 0.00% | −154−16.1% | Reduced |
| Providence Capital Advisors, LLC | 789 | $117.7K | 0.03% | +19+2.5% | Added |
| Kelly Financial Services LLC | 780 | $116.4K | 0.05% | +1+0.1% | Added |
| CNB Bank | 758 | $113.1K | 0.07% | −192−20.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 758 | $113.0K | 0.07% | −65−7.9% | Reduced |
| Salomon & Ludwin, LLC | 738 | $110.1K | 0.01% | +738 | New |
| Avion Wealth | 744 | $110.0K | 0.03% | +106+16.6% | Added |
| Pathway Financial Advisers, LLC | 734 | $109.5K | 0.05% | +734 | New |
| Cyrus J. Lawrence, LLC | 711 | $106.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 700 | $104.0K | 0.07% | −366−34.3% | Reduced |
| Westside Investment Management, Inc. | 693 | $103.4K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 685 | $102.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 685 | $102.2K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 685 | $102.0K | 0.02% | +23+3.5% | Added |
| Concord Wealth Partners | 658 | $98.2K | 0.02% | −67−9.2% | Reduced |
| First Financial Corp | 645 | $96.2K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 641 | $95.6K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 635 | $94.8K | 0.01% | −18−2.8% | Reduced |
| TFC Financial Management | 602 | $89.8K | 0.02% | −2−0.3% | Reduced |
| Milestone Investment Advisors LLC | 600 | $89.5K | 0.03% | +600 | New |
| Hantz Financial Services, Inc. | 594 | $89.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 575 | $85.8K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 570 | $85.0K | 0.06% | 00.0% | Unchanged |
| First Pacific Financial | 563 | $84.0K | 0.04% | +563 | New |
| Westchester Capital Management, Inc. | 560 | $83.5K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 552 | $82.3K | 0.05% | +1+0.2% | Added |
| Core Wealth Advisors, Inc. | 541 | $80.7K | 0.03% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 533 | $79.5K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 530 | $79.0K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 526 | $78.5K | 0.06% | +9+1.7% | Added |
| AlphaMark Advisors, LLC | 518 | $77.0K | 0.03% | +50+10.7% | Added |
| PrairieView Partners, LLC | 516 | $76.0K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 508 | $75.8K | 0.05% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 508 | $75.8K | 0.01% | +508 | New |
| New Millennium Group LLC | 506 | $75.5K | 0.07% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 500 | $74.6K | 0.01% | +19+4.0% | Added |
| West Paces Advisors Inc. | 497 | $74.1K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 480 | $71.6K | 0.05% | −1,322−73.4% | Reduced |
| Bogart Wealth, LLC | 471 | $70.3K | 0.00% | +1+0.2% | Added |
| JCIC Asset Management Inc. | 470 | $70.1K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 466 | $69.5K | 0.04% | +466 | New |
| AdvisorNet Financial, Inc | 464 | $69.2K | 0.01% | −3,989−89.6% | Reduced |
| Rock Creek Group, LP | 452 | $67.4K | 0.01% | −250−35.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 451 | $67.3K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 450 | $67.1K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $67.1K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $65.6K | 0.05% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 421 | $62.8K | 0.03% | +6+1.4% | Added |
| Creative Financial Designs Inc | 417 | $62.2K | 0.01% | +35+9.2% | Added |
| Gleason Group, Inc. | 404 | $60.3K | 0.02% | +2+0.5% | Added |
| Boit C F David | 400 | $59.8K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 400 | $59.7K | 0.00% | −265−39.8% | Reduced |
| Field & Main Bank | 400 | $59.7K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 396 | $59.1K | 0.02% | +35+9.7% | Added |
| Johnson Financial Group, Inc. | 395 | $58.9K | 0.00% | −10−2.5% | Reduced |
| Sutton Wealth Advisors Inc. | 392 | $58.5K | 0.03% | −1−0.3% | Reduced |
| Castleview Partners, LLC | 389 | $58.0K | 0.05% | +7+1.8% | Added |
| Ironwood Wealth Management, Inc. | 377 | $55.5K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 363 | $54.2K | 0.01% | +5+1.4% | Added |
| Tacita Capital Inc | 360 | $53.7K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 359 | $53.6K | 0.02% | +301+519.0% | Added |
| Pinnacle Bancorp, Inc. | 340 | $50.7K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 337 | $50.0K | 0.01% | +47+16.2% | Added |
| Park Place Capital Corp | 333 | $49.7K | 0.01% | +264+382.6% | Added |
| Ritter Daniher Financial Advisory LLC | 325 | $48.5K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 314 | $46.8K | 0.00% | +300+2,142.9% | Added |
| Credential Qtrade Securities Inc. | 303 | $45.2K | 0.00% | +160+111.9% | Added |
| Covestor Ltd | 299 | $45.0K | 0.03% | +3+1.0% | Added |