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; 3,021 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 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 300 | $44.8K | 0.02% | −51−14.5% | Reduced |
| FWL Investment Management, LLC | 300 | $44.8K | 0.03% | +300 | New |
| WFA of San Diego, LLC | 299 | $44.6K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 296 | $44.2K | 0.03% | −3−1.0% | Reduced |
| Earnest Partners LLC | 293 | $43.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 290 | $43.3K | 0.02% | +65+28.9% | Added |
| Hoese & Co LLP | 280 | $41.8K | 0.04% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 275 | $41.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 275 | $41.0K | 0.02% | +275 | New |
| Coston, McIsaac & Partners | 279 | $41.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 272 | $40.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 259 | $38.6K | 0.00% | −88−25.4% | Reduced |
| Stephens Consulting, LLC | 258 | $38.5K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 256 | $38.2K | 0.02% | −13−4.8% | Reduced |
| Institutional & Family Asset Management, LLC | 251 | $37.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 236 | $35.2K | 0.01% | −81−25.6% | Reduced |
| Atlas Capital Advisors LLC | 234 | $34.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 230 | $34.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 230 | $34.3K | 0.01% | +30+15.0% | Added |
| Financial Perspectives, Inc | 229 | $34.2K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 223 | $33.3K | 0.00% | +223 | New |
| Carmichael Hill & Associates, Inc. | 222 | $33.1K | 0.02% | 00.0% | Unchanged |
| Rogco, LP | 222 | $33.1K | 0.02% | +222 | New |
| Tfo-TDC, LLC | 184 | $32.1K | 0.01% | +1+0.5% | Added |
| LGT Financial Advisors LLC | 212 | $31.6K | 0.04% | +212 | New |
| Chesapeake Asset Management LLC | 203 | $30.4K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 203 | $30.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 204 | $30.0K | 0.00% | +7+3.6% | Added |
| Chelsea Counsel Co | 200 | $29.8K | 0.02% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 200 | $29.8K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $29.8K | 0.01% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 191 | $28.5K | 0.03% | +191 | New |
| Dividend Assets Capital, LLC | 186 | $28.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 192 | $28.0K | 0.00% | +40+26.3% | Added |
| Column Capital Advisors, LLC | 186 | $27.7K | 0.00% | −12−6.1% | Reduced |
| Steward Financial Group LLC | 175 | $26.0K | 0.01% | +4+2.3% | Added |
| Annapolis Financial Services, LLC | 169 | $25.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 168 | $25.0K | 0.03% | −220−56.7% | Reduced |
| Semmax Financial Advisors Inc. | 162 | $25.0K | 0.01% | +162 | New |
| Abound Wealth Management | 164 | $24.5K | 0.01% | +34+26.2% | Added |
| PSI Advisors, LLC | 160 | $23.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 159 | $23.8K | 0.02% | −1−0.6% | Reduced |
| Tyler-Stone Wealth Management | 155 | $23.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 151 | $22.5K | 0.00% | +151 | New |
| Tradewinds Capital Management, LLC | 150 | $22.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 135 | $20.1K | 0.00% | +35+35.0% | Added |
| Highlander Capital Management, LLC | 50 | $20.0K | 0.01% | −300−85.7% | Reduced |
| Raffa Wealth Management, LLC | 130 | $19.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 129 | $19.2K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 116 | $17.3K | 0.01% | +116 | New |
| Bray Capital Advisors | 108 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 105 | $15.7K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $15.7K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 105 | $15.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 87 | $15.1K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 99 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $14.9K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $14.9K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 90 | $13.4K | 0.00% | +90 | New |
| Coppell Advisory Solutions LLC | 90 | $13.3K | 0.00% | −513−85.1% | Reduced |
| DB Wealth Management Group, LLC | 78 | $11.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 67 | $10.0K | 0.00% | +67 | New |
| Baldwin Brothers Inc | 66 | $9.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 61 | $9.10K | 0.00% | +10+19.6% | Added |
| TSFG, LLC | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 56 | $8.36K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $7.91K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 50 | $7.46K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $7.46K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 50 | $7.46K | 0.00% | −50−50.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 47 | $7.05K | 0.01% | +47 | New |
| Horrell Capital Management, Inc. | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $6.27K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $6.27K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $6.27K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $6.12K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $5.97K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 40 | $5.97K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 38 | $5.67K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 36 | $5.26K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 35 | $5.22K | 0.25% | +11+45.8% | Added |
| Harvest Fund Management Co., Ltd | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 36 | $5.00K | 0.00% | +36 | New |
| Red Tortoise LLC | 32 | $4.77K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 31 | $4.63K | 0.00% | +31 | New |
| Buck Wealth Strategies, LLC | 30 | $4.48K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 29 | $4.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $3.80K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 19 | $2.83K | 0.00% | −131−87.3% | Reduced |
| Sofos Investments, Inc. | 19 | $2.79K | 0.00% | −155−89.1% | Reduced |
| Atwood & Palmer Inc | 18 | $2.69K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 16 | $2.39K | 0.00% | −163−91.1% | Reduced |
| Carolina Wealth Advisors, LLC | 16 | $2.39K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $2.24K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $1.04K | 0.00% | −12−63.2% | Reduced |
| Legacy Financial Group LLC | 7 | $1.04K | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |