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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.

Institutional holdersQ3 2023: 2,002 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ3 2023: $91.3B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2023.

Institutions holding AXP in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Alpha Family Trust0$00.00%−1,305−100.0%Sold out
Alan B. Lancz & Associates, Inc.0$00.00%−1,300−100.0%Sold out
Libra Wealth LLC0$00.00%−1,300−100.0%Sold out
KLCM Advisors, Inc.0$00.00%−1,293−100.0%Sold out
Port Capital LLC0$00.00%−1,282−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−1,279−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−1,278−100.0%Sold out
4J Wealth Management LLC0$00.00%−1,278−100.0%Sold out
Prossimo Advisors, LLC0$00.00%−1,273−100.0%Sold out
Ausdal Financial Partners, Inc.0$00.00%−1,271−100.0%Sold out
Middleton & Co Inc0$00.00%−1,269−100.0%Sold out
ETF Portfolio Partners, Inc.0$00.00%−1,269−100.0%Sold out
Monticello Wealth Management, LLC0$00.00%−1,265−100.0%Sold out
Baltimore-Washington Financial Advisors, Inc.0$00.00%−1,262−100.0%Sold out
PRW Wealth Management LLC0$00.00%−1,250−100.0%Sold out
Wedge Capital Management L L P0$00.00%−1,255−100.0%Sold out
Lineweaver Wealth Advisors, LLC0$00.00%−1,254−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−1,253−100.0%Sold out
Heartwood Wealth Advisors LLC0$00.00%−1,252−100.0%Sold out
Bridges Investment Management Inc0$00.00%−1,250−100.0%Sold out
Blue Square Asset Management, LLC0$00.00%−1,240−100.0%Sold out
North Star Asset Management Inc0$00.00%−1,236−100.0%Sold out
Encompass Wealth Advisors, LLC0$00.00%−1,230−100.0%Sold out
CVA Family Office, LLC0$00.00%−1,227−100.0%Sold out
Firestone Capital Management0$00.00%−1,215−100.0%Sold out
Wealth Management Partners, LLC0$00.00%−1,218−100.0%Sold out
Abacus Planning Group, Inc.0$00.00%−1,214−100.0%Sold out
Claro Advisors LLC0$00.00%−1,212−100.0%Sold out
Rosenbaum Jay D.0$00.00%−1,204−100.0%Sold out
Parsons Capital Management Inc0$00.00%−1,202−100.0%Sold out
Omega Financial Group, LLC0$00.00%−1,200−100.0%Sold out
Fiera Capital Corp0$00.00%−1,200−100.0%Sold out
Smith, Moore & Co.0$00.00%−1,198−100.0%Sold out
Montgomery Investment Management Inc0$00.00%−1,175−100.0%Sold out
One Day In July LLC0$00.00%−1,174−100.0%Sold out
Sebold Capital Management, Inc.0$00.00%−1,172−100.0%Sold out
Family Firm, Inc.0$00.00%−1,167−100.0%Sold out
KCS Wealth Advisory0$00.00%−1,167−100.0%Sold out
Silvia McColl Wealth Management, LLC0$00.00%−1,165−100.0%Sold out
Deuterium Capital Management, LLC0$00.00%−1,162−100.0%Sold out
DF Dent & Co Inc0$00.00%−1,161−100.0%Sold out
Aveo Capital Partners, LLC0$00.00%−1,160−100.0%Sold out
SevenBridge Financial Group, LLC0$00.00%−1,160−100.0%Sold out
Berger Financial Group, Inc0$00.00%−1,151−100.0%Sold out
Corrigan Financial, Inc.0$00.00%−1,150−100.0%Sold out
Weybosset Research & Management LLC0$00.00%−1,150−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−1,056−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−734−100.0%Sold out
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH0$00.00%−727−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−649−100.0%Sold out
Arlington Partners LLC0$00.00%−609−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−581−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−542−100.0%Sold out
Options Solutions, LLC0$00.00%−522−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−517−100.0%Sold out
Horan Securities, Inc.0$00.00%−440−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−300−100.0%Sold out
Quintet Private Bank (Europe) S.A.0$00.00%−297−100.0%Sold out
Brown Shipley& Co Ltd0$00.00%−281−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−248−100.0%Sold out
25 LLC0$00.00%−159−100.0%Sold out
O'Dell Group, LLC0$00.00%−107−100.0%Sold out
Okabena Investment Services Inc0$00.00%−83−100.0%Sold out
Disciplined Investments, LLC0$00.00%−48−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−35−100.0%Sold out
Bollard Group LLC0$00.00%−25−100.0%Sold out
Pictet Asset Management SA––––Not filed
PFS Investments Inc.––––Not filed
NFC Investments, LLC––––Not filed
Tiaa, FSB––––Not filed
Bell & Brown Wealth Advisors, LLC––––Not filed
Silicon Hills Wealth Management, LLC––––Not filed
Linker Capital Management Inc.––––Not filed
McMillion Capital Management Inc––––Not filed
Signature Wealth Management Group––––Not filed
Lumature Wealth Partners, LLC––––Not filed
Thomas White International Ltd––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
First National Bank of South Miami––––Not filed
EA Series Trust––––Not filed
US Asset Management LLC––––Not filed
Vigilant Capital Management, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Intercontinental Wealth Advisors, LLC––––Not filed
Financial Architects, Inc––––Not filed
Sentinus, LLC––––Not filed
Ten Capital Wealth Advisors, LLC––––Not filed
Endurance Wealth Management, Inc.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Coastal Capital Group, Inc.––––Not filed
Cowen Prime Advisors LLC––––Not filed