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
- 2,003
- −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
- 745 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Concentric Wealth Management, LLC | 23,879 | $3.56M | 1.18% | −60.0% | Reduced |
| Freestone Capital Holdings, LLC | 23,827 | $3.55M | 0.19% | −595−2.4% | Reduced |
| Overbrook Management Corp | 23,794 | $3.55M | 0.83% | −30−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 23,748 | $3.54M | 0.47% | −733−3.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,683 | $3.53M | 0.14% | −31−0.1% | Reduced |
| Shelton Capital Management | 23,520 | $3.51M | 0.13% | 00.0% | Unchanged |
| Shell Asset Management Co | 23,467 | $3.50M | 0.14% | −1,251−5.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,466 | $3.50M | 0.45% | −657−2.7% | Reduced |
| First Hawaiian Bank | 23,416 | $3.49M | 0.12% | +1,627+7.5% | Added |
| Chatham Capital Group, Inc. | 23,184 | $3.46M | 0.77% | −3,310−12.5% | Reduced |
| Venture Visionary Partners LLC | 23,146 | $3.45M | 0.21% | +542+2.4% | Added |
| Hutner Capital Management Inc | 23,011 | $3.43M | 2.11% | −355−1.5% | Reduced |
| RBF Capital, LLC | 23,000 | $3.43M | 0.23% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22,994 | $3.43M | 0.09% | −627−2.7% | Reduced |
| Grassi Investment Management | 22,960 | $3.42M | 0.39% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 22,900 | $3.42M | 0.15% | +6,400+38.8% | Added |
| Wisconsin Capital Management LLC | 22,825 | $3.41M | 2.25% | −345−1.5% | Reduced |
| New England Asset Management Inc | 22,800 | $3.40M | 0.56% | −3,907−14.6% | Reduced |
| Bensler, LLC | 22,755 | $3.39M | 0.65% | +3,619+18.9% | Added |
| Benson Investment Management Company, Inc. | 22,730 | $3.39M | 1.90% | +755+3.4% | Added |
| Stonegate Investment Group, LLC | 22,704 | $3.39M | 0.12% | −1,187−5.0% | Reduced |
| Laffer Tengler Investments | 22,637 | $3.38M | 0.99% | +13,398+145.0% | Added |
| Coastline Trust Co | 22,444 | $3.35M | 0.49% | +944+4.4% | Added |
| Chemistry Wealth Management LLC | 22,251 | $3.32M | 1.10% | −96−0.4% | Reduced |
| Family Management Corp | 22,170 | $3.31M | 0.76% | +29+0.1% | Added |
| Chicago Trust Co NA | 22,076 | $3.29M | 0.83% | +336+1.5% | Added |
| Quantbot Technologies LP | 22,052 | $3.29M | 0.22% | +22,052 | New |
| Varma Mutual Pension Insurance Co | 21,959 | $3.28M | 0.04% | +3,281+17.6% | Added |
| TownSquare Capital, LLC | 21,927 | $3.27M | 0.06% | +1,275+6.2% | Added |
| Fiduciary Group LLC | 21,876 | $3.26M | 0.42% | −35−0.2% | Reduced |
| Verdence Capital Advisors LLC | 21,782 | $3.25M | 0.35% | +869+4.2% | Added |
| Chapman Investment Management, LLC | 21,735 | $3.24M | 2.75% | +386+1.8% | Added |
| Raymond James Trust N.A. | 21,652 | $3.23M | 0.10% | +2,239+11.5% | Added |
| Salvus Wealth Management, LLC | 21,581 | $3.22M | 2.55% | +35+0.2% | Added |
| Naples Global Advisors, LLC | 21,554 | $3.22M | 0.39% | +1,045+5.1% | Added |
| Front Barnett Associates LLC | 21,536 | $3.21M | 0.39% | −50−0.2% | Reduced |
| Univest Financial Corp | 21,531 | $3.21M | 1.07% | −410−1.9% | Reduced |
| Greenleaf Trust | 21,501 | $3.21M | 0.04% | +364+1.7% | Added |
| Meiji Yasuda Life Insurance Co | 21,364 | $3.19M | 0.08% | +3,492+19.5% | Added |
| One River Asset Management, LLC | 21,108 | $3.17M | 1.48% | +18,326+658.7% | Added |
| Empirical Finance, LLC | 21,188 | $3.16M | 0.23% | +1,809+9.3% | Added |
| Boston Private Wealth LLC | 21,038 | $3.14M | 0.07% | −1,187−5.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 21,227 | $3.13M | 1.75% | +11,928+128.3% | Added |
| National Asset Management, Inc. | 20,952 | $3.13M | 0.08% | −60,209−74.2% | Reduced |
| Sumitomo Life Insurance Co | 20,908 | $3.12M | 0.09% | +354+1.7% | Added |
| BFSG, LLC | 20,823 | $3.11M | 0.50% | +2,487+13.6% | Added |
| Ieq Capital, LLC | 20,711 | $3.09M | 0.06% | +465+2.3% | Added |
| Dynamic Technology Lab Private Ltd | 20,627 | $3.08M | 0.31% | +17,807+631.5% | Added |
| Warther Private Wealth, LLC | 20,566 | $3.07M | 2.04% | +4,946+31.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,513 | $3.06M | 0.24% | −831−3.9% | Reduced |
| Stephens Inc | 20,503 | $3.06M | 0.06% | −322−1.5% | Reduced |
| Lakeview Capital Partners, LLC | 20,373 | $3.04M | 0.59% | −71−0.3% | Reduced |
| Gilman Hill Asset Management, LLC | 20,372 | $3.04M | 0.60% | −80−0.4% | Reduced |
| Richard Bernstein Advisors LLC | 20,236 | $3.02M | 0.07% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 20,230 | $3.02M | 0.46% | +4,106+25.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.00M | 1.96% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 20,111 | $3.00M | 0.28% | −145−0.7% | Reduced |
| Stone Point Wealth LLC | 20,056 | $2.99M | 1.28% | −351−1.7% | Reduced |
| Connectus Wealth, LLC | 19,974 | $2.98M | 0.07% | −102−0.5% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $2.98M | 0.10% | 00.0% | Unchanged |
| ING Groep NV | 19,940 | $2.97M | 0.03% | +12,603+171.8% | Added |
| EP Wealth Advisors, LLC | 19,905 | $2.97M | 0.05% | +1,690+9.3% | Added |
| LaFleur & Godfrey LLC | 19,835 | $2.96M | 0.47% | +315+1.6% | Added |
| Park National Corp | 19,791 | $2.95M | 0.13% | −170−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 19,710 | $2.94M | 0.11% | −5,204−20.9% | Reduced |
| Snowden Capital Advisors LLC | 19,590 | $2.92M | 0.12% | −3,221−14.1% | Reduced |
| Achmea Investment Management B.V. | 19,585 | $2.92M | 0.06% | −2,023−9.4% | Reduced |
| Courier Capital LLC | 19,490 | $2.91M | 0.24% | −1,054−5.1% | Reduced |
| Oliver Luxxe Assets LLC | 19,436 | $2.90M | 0.74% | +201+1.0% | Added |
| Moody National Bank Trust Division | 19,411 | $2.90M | 0.19% | +3,471+21.8% | Added |
| Goelzer Investment Management, Inc. | 19,408 | $2.90M | 0.20% | −265−1.3% | Reduced |
| Horizon Investment Services, LLC | 19,391 | $2.89M | 1.74% | −1,686−8.0% | Reduced |
| NBT Bank N A | 19,187 | $2.86M | 0.27% | +14,150+280.9% | Added |
| Modera Wealth Management, LLC | 19,175 | $2.86M | 0.05% | −291−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 19,147 | $2.86M | 0.08% | +17,316+945.7% | Added |
| M. Kulyk & Associates, LLC | 19,070 | $2.85M | 0.79% | −236−1.2% | Reduced |
| CWM, LLC | 18,966 | $2.83M | 0.02% | +1,077+6.0% | Added |
| CSM Advisors, LLC | 18,639 | $2.78M | 0.24% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 18,608 | $2.78M | 0.28% | +3,398+22.3% | Added |
| Centiva Capital, LP | 18,567 | $2.77M | 0.14% | +17,409+1,503.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,508 | $2.76M | 0.19% | −785−4.1% | Reduced |
| Buckhead Capital Management LLC | 18,366 | $2.74M | 1.14% | −35,630−66.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,364 | $2.74M | 0.07% | −391−2.1% | Reduced |
| Mount Vernon Associates Inc | 18,346 | $2.74M | 3.03% | +150+0.8% | Added |
| Pacifica Capital Investments, LLC | 18,295 | $2.73M | 0.88% | 00.0% | Unchanged |
| WP Advisors, LLC | 18,282 | $2.73M | 1.13% | −41−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 18,271 | $2.73M | 0.05% | −692−3.6% | Reduced |
| Azimuth Capital Investment Management LLC | 18,230 | $2.72M | 0.13% | +745+4.3% | Added |
| Elgethun Capital Management | 18,077 | $2.69M | 0.81% | +361+2.0% | Added |
| Resonant Capital Advisors, LLC | 18,020 | $2.69M | 0.29% | +1,168+6.9% | Added |
| Callahan Advisors, LLC | 17,981 | $2.68M | 0.34% | +113+0.6% | Added |
| Northstar Group, Inc. | 17,904 | $2.67M | 0.63% | +165+0.9% | Added |
| Connable Office Inc | 17,875 | $2.67M | 0.37% | −31−0.2% | Reduced |
| NVWM, LLC | 17,865 | $2.67M | 0.87% | +1,183+7.1% | Added |
| Bill Few Associates, Inc. | 17,845 | $2.66M | 1.39% | −70−0.4% | Reduced |
| Selway Asset Management | 17,745 | $2.65M | 1.22% | −40−0.2% | Reduced |
| Cetera Advisors LLC | 17,557 | $2.62M | 0.04% | −184−1.0% | Reduced |
| CoreCap Advisors, LLC | 17,376 | $2.59M | 0.19% | +5,312+44.0% | Added |
| Hancock Whitney Corp | 17,341 | $2.59M | 0.11% | −1,117−6.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 17,336 | $2.59M | 0.14% | +8,184+89.4% | Added |