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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 12,523 | $1.87M | 0.74% | −300−2.3% | Reduced |
| Trust Co of Toledo NA | 12,523 | $1.87M | 0.37% | −109−0.9% | Reduced |
| KWB Wealth | 10,712 | $1.87M | 0.30% | 00.0% | Unchanged |
| Zenyatta Capital Management LP | 12,500 | $1.86M | 1.01% | +12,500 | New |
| Bank of Stockton | 12,998 | $1.86M | 0.70% | −2,968−18.6% | Reduced |
| Aviance Capital Partners, LLC | 12,391 | $1.85M | 0.42% | −145−1.2% | Reduced |
| Welch Group, LLC | 12,342 | $1.84M | 0.11% | −88−0.7% | Reduced |
| Montag A & Associates Inc | 12,247 | $1.83M | 0.12% | +101+0.8% | Added |
| Everence Capital Management Inc | 12,194 | $1.82M | 0.14% | −5,280−30.2% | Reduced |
| Valueworks LLC | 12,046 | $1.80M | 0.65% | −174−1.4% | Reduced |
| Independent Investors Inc | 12,000 | $1.79M | 0.45% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,995 | $1.79M | 0.05% | +335+2.9% | Added |
| Coldstream Capital Management Inc | 11,993 | $1.79M | 0.06% | −518−4.1% | Reduced |
| Signaturefd, LLC | 11,899 | $1.78M | 0.05% | +963+8.8% | Added |
| Schechter Investment Advisors, LLC | 11,833 | $1.77M | 0.17% | +1,552+15.1% | Added |
| Beacon Investment Advisory Services, Inc. | 11,819 | $1.76M | 0.09% | −6,595−35.8% | Reduced |
| QV Investors Inc. | 11,810 | $1.76M | 0.18% | −260−2.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,794 | $1.76M | 0.13% | +32+0.3% | Added |
| Bull Street Advisors, LLC | 11,792 | $1.76M | 0.93% | 00.0% | Unchanged |
| Savoie Capital LLC | 11,700 | $1.75M | 0.46% | +11,700 | New |
| Mitchell McLeod Pugh & Williams Inc | 11,698 | $1.75M | 0.51% | +20.0% | Added |
| BLB&B Advisors, LLC | 11,662 | $1.74M | 0.12% | −99−0.8% | Reduced |
| Caldwell Trust Co | 11,648 | $1.74M | 0.24% | +30.0% | Added |
| Equitable Holdings, Inc. | 11,624 | $1.73M | 0.02% | +2,742+30.9% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $1.73M | 0.03% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $1.73M | 0.53% | 00.0% | Unchanged |
| Fruth Investment Management | 11,550 | $1.72M | 0.51% | −100−0.9% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $1.72M | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,462 | $1.71M | 0.13% | −70−0.6% | Reduced |
| CMT Capital Markets Trading GmbH | 11,450 | $1.71M | 0.97% | +4,628+67.8% | Added |
| Colonial Trust Co | 11,378 | $1.70M | 0.42% | +55+0.5% | Added |
| SOL Capital Management CO | 11,373 | $1.70M | 0.26% | −30−0.3% | Reduced |
| KCM Investment Advisors LLC | 11,330 | $1.69M | 0.07% | −1,041−8.4% | Reduced |
| NEOS Investment Management LLC | 11,310 | $1.69M | 0.22% | +11,310 | New |
| Bailard, Inc. | 11,289 | $1.68M | 0.06% | +471+4.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,285 | $1.68M | 0.01% | −1,412−11.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 11,270 | $1.68M | 1.07% | −65−0.6% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $1.67M | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 11,147 | $1.66M | 0.20% | −6,843−38.0% | Reduced |
| Scotia Capital Inc. | 11,127 | $1.66M | 0.01% | +227+2.1% | Added |
| BNC Wealth Management, LLC | 11,109 | $1.66M | 0.89% | +242+2.2% | Added |
| Deane Retirement Strategies, Inc. | 11,102 | $1.66M | 0.92% | +11,102 | New |
| Parallel Advisors, LLC | 11,090 | $1.65M | 0.06% | +158+1.4% | Added |
| Doheny Asset Management | 11,085 | $1.65M | 1.60% | −768−6.5% | Reduced |
| Haverford Trust Co | 11,066 | $1.65M | 0.02% | −958−8.0% | Reduced |
| St. Johns Investment Management Company, LLC | 11,040 | $1.65M | 0.94% | +27+0.2% | Added |
| Gifford Fong Associates | 11,000 | $1.64M | 0.39% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 10,978 | $1.64M | 0.46% | +729+7.1% | Added |
| Profund Advisors LLC | 10,956 | $1.63M | 0.09% | −331−2.9% | Reduced |
| IFG Advisory, LLC | 10,940 | $1.63M | 0.14% | −379−3.3% | Reduced |
| Wolf Group Capital Advisors | 10,842 | $1.62M | 0.77% | −373−3.3% | Reduced |
| Rathbone Brothers plc | 10,824 | $1.61M | 0.01% | +2,548+30.8% | Added |
| Argus Investors' Counsel, Inc. | 10,800 | $1.61M | 1.16% | −340−3.1% | Reduced |
| Park Avenue Securities LLC | 10,753 | $1.60M | 0.02% | −4,064−27.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,727 | $1.60M | 0.05% | +1,047+10.8% | Added |
| Neo Ivy Capital Management | 10,724 | $1.60M | 0.70% | +10,724 | New |
| Capital Markets Trading UK LLP | 10,705 | $1.60M | 1.39% | +8,769+452.9% | Added |
| Sequoia Financial Advisors, LLC | 10,697 | $1.60M | 0.03% | −40.0% | Reduced |
| Strategic Investment Solutions, Inc. | 9,737 | $1.59M | 0.02% | +9,583+6,222.7% | Added |
| Americana Partners, LLC | 10,852 | $1.59M | 0.17% | −5,383−33.2% | Reduced |
| Change Path, LLC | 10,672 | $1.59M | 0.11% | −1,463−12.1% | Reduced |
| Marshall Wace, LLP | 10,663 | $1.59M | 0.00% | +10,663 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,662 | $1.59M | 0.74% | +10,662 | New |
| Ropes Wealth Advisors LLC | 10,645 | $1.59M | 0.31% | −11,331−51.6% | Reduced |
| Plimoth Trust Co LLC | 10,621 | $1.58M | 0.50% | −215−2.0% | Reduced |
| Vise Technologies, Inc. | 10,545 | $1.57M | 0.39% | −97−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 10,536 | $1.57M | 0.04% | −2,604−19.8% | Reduced |
| Sigma Planning Corp | 10,533 | $1.57M | 0.06% | +21+0.2% | Added |
| Horizon Investments, LLC | 10,535 | $1.57M | 0.05% | −118−1.1% | Reduced |
| TrimTabs Asset Management, LLC | 10,468 | $1.56M | 0.83% | −285−2.7% | Reduced |
| Bridgefront Capital, LLC | 10,463 | $1.56M | 1.09% | +10,463 | New |
| Penobscot Investment Management Company, Inc. | 10,459 | $1.56M | 0.21% | +54+0.5% | Added |
| Beverly Hills Private Wealth, LLC | 10,404 | $1.55M | 0.46% | −10,331−49.8% | Reduced |
| Sawgrass Asset Management LLC | 10,403 | $1.55M | 0.19% | −307−2.9% | Reduced |
| Guardian Capital LP | 10,388 | $1.55M | 0.06% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 10,361 | $1.55M | 0.06% | −1,096−9.6% | Reduced |
| Fulton Bank, N.A. | 10,356 | $1.55M | 0.08% | +1,315+14.5% | Added |
| Insight Wealth Strategies, LLC | 10,239 | $1.53M | 0.30% | +972+10.5% | Added |
| Wintrust Investments LLC | 10,221 | $1.52M | 0.16% | −242−2.3% | Reduced |
| Pinnacle Holdings, LLC | 10,216 | $1.52M | 0.71% | −1,483−12.7% | Reduced |
| Headlands Technologies LLC | 10,126 | $1.51M | 0.74% | +10,126 | New |
| Ziegler Capital Management, LLC | 10,104 | $1.51M | 0.06% | −8−0.1% | Reduced |
| Cunning Capital Partners, LP | 10,070 | $1.50M | 0.99% | +10,070 | Added |
| Barden Capital Management, Inc. | 10,100 | $1.50M | 1.46% | +1,322+15.1% | Added |
| Walleye Trading LLC | 10,049 | $1.50M | 0.04% | +10,049 | New |
| Bigelow Investment Advisors, LLC | 10,029 | $1.50M | 0.86% | +83+0.8% | Added |
| HAP Trading, LLC | 10,023 | $1.50M | 0.37% | +10,023 | New |
| NTV Asset Management LLC | 9,940 | $1.48M | 0.27% | +630+6.8% | Added |
| Knuff & Co LLC | 9,900 | $1.48M | 0.59% | +45+0.5% | Added |
| Financial Security Advisor, Inc. | 9,899 | $1.48M | 0.68% | +9,899 | New |
| Teza Capital Management LLC | 9,892 | $1.48M | 0.24% | +9,892 | New |
| Everett Harris & Co | 9,864 | $1.47M | 0.02% | −17−0.2% | Reduced |
| VisionPoint Advisory Group, LLC | 9,850 | $1.47M | 0.63% | +540+5.8% | Added |
| Chicago Capital, LLC | 9,849 | $1.47M | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 9,820 | $1.47M | 0.06% | −273−2.7% | Reduced |
| Constitution Capital LLC | 9,718 | $1.45M | 0.99% | −432−4.3% | Reduced |
| Paloma Partners Management Co | 9,706 | $1.45M | 0.30% | +9,017+1,308.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,697 | $1.45M | 0.07% | −654−6.3% | Reduced |
| Foundations Investment Advisors, LLC | 9,678 | $1.44M | 0.04% | +2,386+32.7% | Added |
| FOCUS Wealth Advisors, LLC | 9,655 | $1.44M | 1.00% | −35−0.4% | Reduced |