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 |
|---|---|---|---|---|---|
| Mathes Company, Inc. | 17,290 | $2.58M | 1.20% | −250−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 17,283 | $2.58M | 0.06% | +4,121+31.3% | Added |
| AIA Group Ltd | 17,038 | $2.54M | 0.12% | +12,550+279.6% | Added |
| Pring Turner Capital Group Inc | 16,973 | $2.53M | 2.12% | −42−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 16,947 | $2.53M | 0.41% | −74−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,845 | $2.51M | 0.25% | +16,845 | New |
| Lodestone Wealth Management LLC | 16,827 | $2.51M | 1.77% | −510−2.9% | Reduced |
| Nomura Holdings Inc | 16,812 | $2.51M | 0.03% | +16,812 | New |
| Hodges Capital Management Inc. | 16,805 | $2.51M | 0.30% | −13,367−44.3% | Reduced |
| Nemes Rush Group LLC | 16,785 | $2.50M | 0.45% | −25−0.1% | Reduced |
| Toroso Investments, LLC | 16,745 | $2.50M | 0.08% | +1,614+10.7% | Added |
| Virtu Financial LLC | 16,548 | $2.47M | 0.25% | +16,548 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 16,495 | $2.46M | 0.09% | −11−0.1% | Reduced |
| Mirador Capital Partners LP | 16,459 | $2.46M | 0.56% | +279+1.7% | Added |
| Briggs Advisory Group, Inc. | 16,295 | $2.43M | 1.39% | −1,135−6.5% | Reduced |
| Arjuna Capital | 16,115 | $2.40M | 0.86% | +297+1.9% | Added |
| Twin Tree Management, LP | 16,092 | $2.40M | 0.08% | +16,092 | New |
| Brave Asset Management Inc | 15,996 | $2.39M | 0.73% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 15,960 | $2.38M | 0.47% | +3,708+30.3% | Added |
| Quantinno Capital Management LP | 15,828 | $2.36M | 0.11% | +2,509+18.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,773 | $2.35M | 0.15% | +5,495+53.5% | Added |
| Davy Global Fund Management Ltd | 15,768 | $2.35M | 0.48% | −720−4.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 15,746 | $2.35M | 0.26% | 00.0% | Unchanged |
| Lincoln Capital LLC | 15,658 | $2.34M | 0.61% | +342+2.2% | Added |
| William Allan, LLC | 15,624 | $2.33M | 1.85% | −192−1.2% | Reduced |
| Duality Advisers, LP | 15,619 | $2.33M | 0.28% | +15,619 | New |
| Pettee Investors, Inc. | 15,566 | $2.32M | 1.10% | +110+0.7% | Added |
| Glenview Trust Co | 15,530 | $2.32M | 0.06% | 00.0% | Unchanged |
| L & S Advisors Inc | 15,348 | $2.29M | 0.33% | −664−4.1% | Reduced |
| Compass Wealth Management LLC | 15,284 | $2.28M | 0.72% | −325−2.1% | Reduced |
| Tower Bridge Advisors | 15,127 | $2.26M | 0.21% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 15,088 | $2.25M | 0.98% | −1,057−6.5% | Reduced |
| Advanced Portfolio Management, LLC | 15,000 | $2.24M | 1.95% | +15,000 | New |
| Evercore Wealth Management, LLC | 14,927 | $2.23M | 0.04% | +632+4.4% | Added |
| Intrinsic Value Partners, LLC | 14,829 | $2.21M | 2.84% | −24−0.2% | Reduced |
| Proequities, Inc. | 14,799 | $2.21M | 0.17% | −3,291−18.2% | Reduced |
| Condor Capital Management | 14,766 | $2.20M | 0.27% | +96+0.7% | Added |
| Kanawha Capital Management LLC | 14,753 | $2.20M | 0.21% | −50.0% | Reduced |
| Rehmann Capital Advisory Group | 14,698 | $2.19M | 0.20% | −300−2.0% | Reduced |
| Grandfield & Dodd, LLC | 14,650 | $2.19M | 0.16% | −108−0.7% | Reduced |
| Empower Advisory Group, LLC | 14,623 | $2.18M | 0.01% | −264−1.8% | Reduced |
| Eads & Heald Wealth Management | 14,563 | $2.17M | 1.14% | −310−2.1% | Reduced |
| Ostrum Asset Management | 14,542 | $2.17M | 0.20% | −2,142−12.8% | Reduced |
| First National Trust Co | 14,497 | $2.16M | 0.10% | −13,198−47.7% | Reduced |
| Bulltick Wealth Management, LLC | 14,480 | $2.16M | 0.54% | +14,480 | New |
| Webster Bank, N. A. | 14,435 | $2.15M | 0.29% | +466+3.3% | Added |
| Buckingham Strategic Wealth, LLC | 14,423 | $2.15M | 0.03% | −748−4.9% | Reduced |
| Investment Advisory Services Inc | 14,337 | $2.14M | 0.92% | +267+1.9% | Added |
| Valeo Financial Advisors, LLC | 14,210 | $2.12M | 0.10% | +1,046+7.9% | Added |
| Karani Asset Management LLC | 14,075 | $2.10M | 3.02% | −5,431−27.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,951 | $2.08M | 0.01% | +13,951 | New |
| Avantax Advisory Services, Inc. | 13,935 | $2.08M | 0.02% | −137−1.0% | Reduced |
| Alps Advisors Inc | 13,862 | $2.07M | 0.02% | +389+2.9% | Added |
| Peoples Financial Services Corp. | 13,831 | $2.06M | 0.97% | −862−5.9% | Reduced |
| Boston Family Office LLC | 13,712 | $2.05M | 0.17% | −50−0.4% | Reduced |
| TCTC Holdings, LLC | 13,705 | $2.04M | 0.08% | +75+0.6% | Added |
| Fort Sheridan Advisors LLC | 13,682 | $2.04M | 0.46% | +150+1.1% | Added |
| C2C Wealth Management, LLC | 13,674 | $2.04M | 0.29% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 13,634 | $2.03M | 0.20% | +10.0% | Added |
| Invesco, LLC | 13,585 | $2.03M | 1.02% | +30+0.2% | Added |
| NewEdge Wealth, LLC | 13,559 | $2.02M | 0.06% | +398+3.0% | Added |
| Chartwell Investment Partners, LLC | 13,533 | $2.02M | 0.08% | −8,246−37.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 13,520 | $2.02M | 1.52% | −25−0.2% | Reduced |
| Rockland Trust Co | 13,509 | $2.02M | 0.12% | −6,184−31.4% | Reduced |
| TD Private Client Wealth LLC | 13,498 | $2.01M | 0.09% | −10,253−43.2% | Reduced |
| Vestcor Inc | 13,457 | $2.01M | 0.07% | −1,561−10.4% | Reduced |
| Benedict Financial Advisors Inc | 13,429 | $2.00M | 0.58% | +59+0.4% | Added |
| Columbia Asset Management | 13,425 | $2.00M | 0.45% | −271−2.0% | Reduced |
| Sawyer & Company, Inc | 13,395 | $2.00M | 0.93% | −75−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 13,346 | $1.99M | 0.06% | +2,030+17.9% | Added |
| Adviser Investments LLC | 13,322 | $1.99M | 0.04% | +413+3.2% | Added |
| Tokio Marine Asset Management Co Ltd | 13,298 | $1.98M | 0.13% | +213+1.6% | Added |
| Caliber Wealth Management, LLC | 13,297 | $1.98M | 1.33% | +889+7.2% | Added |
| Saxon Interests, Inc. | 13,297 | $1.98M | 1.33% | +8,583+182.1% | Added |
| Impax Asset Management Group plc | 13,228 | $1.97M | 0.01% | −3,365−20.3% | Reduced |
| Townsend & Associates, Inc | 13,960 | $1.97M | 0.42% | +6,642+90.8% | Added |
| Madison Wealth Management | 13,222 | $1.97M | 0.41% | +165+1.3% | Added |
| Machina Capital S.A.S. | 13,204 | $1.97M | 1.10% | +13,204 | New |
| Private Asset Management Inc | 13,200 | $1.97M | 0.46% | 00.0% | Unchanged |
| Greenfield Savings Bank | 13,192 | $1.97M | 1.24% | +238+1.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 13,191 | $1.97M | 0.53% | −40.0% | Reduced |
| West Oak Capital, LLC | 13,094 | $1.95M | 0.97% | −46−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,074 | $1.95M | 0.24% | +2,254+20.8% | Added |
| Jacobi Capital Management LLC | 12,912 | $1.93M | 0.22% | +258+2.0% | Added |
| Ballentine Partners, LLC | 12,879 | $1.92M | 0.05% | −170−1.3% | Reduced |
| CAPROCK Group, Inc. | 12,824 | $1.91M | 0.14% | −183−1.4% | Reduced |
| Smith, Salley & Associates | 12,794 | $1.91M | 0.14% | −103−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 12,790 | $1.91M | 0.12% | +689+5.7% | Added |
| XTX Topco Ltd | 12,771 | $1.91M | 0.33% | +12,771 | New |
| Bridgeway Capital Management, LLC | 12,700 | $1.89M | 0.05% | −88−0.7% | Reduced |
| Quadrant Capital Group LLC | 12,684 | $1.89M | 0.19% | +9+0.1% | Added |
| Ahl Investment Management, Inc. | 12,666 | $1.89M | 1.68% | −25−0.2% | Reduced |
| Insight Inv LLC | 12,626 | $1.89M | 2.09% | −135−1.1% | Reduced |
| Lincoln National Corp | 12,641 | $1.89M | 0.04% | +21+0.2% | Added |
| Herbst Group, LLC | 12,600 | $1.88M | 1.34% | +1,000+8.6% | Added |
| GFG Capital, LLC | 12,599 | $1.88M | 0.61% | +24+0.2% | Added |
| Sciencast Management LP | 12,581 | $1.88M | 0.85% | +12,581 | New |
| Sawtooth Solutions, LLC | 12,567 | $1.87M | 0.06% | −2,626−17.3% | Reduced |
| Bleakley Financial Group, LLC | 12,567 | $1.87M | 0.07% | −1,213−8.8% | Reduced |
| Cito Capital Group, LLC | 12,550 | $1.87M | 0.91% | +250+2.0% | Added |