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, Q4 2023
Institutional positions in American Express Co as of Dec 31, 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
- 2,192
- +225 vs. Q3 2023
- Shares held
- 611.9M
- +1.06M (+0.2%) vs. Q3 2023
- Total value
- $114.5B
- +$23.3B (+25.6%) vs. Q3 2023
- New holders
- 335
- 715 more added
- Sold out
- 110
- 809 more reduced
36 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aries Wealth Management | 3,649 | $683.6K | 0.24% | −411−10.1% | Reduced |
| Solitude Financial Services | 3,650 | $683.8K | 0.37% | +50+1.4% | Added |
| LGL Partners, LLC | 3,652 | $684.1K | 0.09% | +3+0.1% | Added |
| Summit Financial, LLC | 3,653 | $684.4K | 0.04% | −391−9.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,662 | $686.0K | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,669 | $687.4K | 0.40% | +21+0.6% | Added |
| SeaCrest Wealth Management, LLC | 3,641 | $688.3K | 0.09% | −55−1.5% | Reduced |
| RMB Capital Management, LLC | 3,682 | $689.8K | 0.02% | +24+0.7% | Added |
| Aquatic Capital Management LLC | 3,700 | $693.0K | 0.02% | −94,900−96.2% | Reduced |
| Rothschild Investment LLC | 3,702 | $693.5K | 0.06% | +3,702 | New |
| Ipswich Investment Management Co., Inc. | 3,716 | $696.1K | 0.18% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,727 | $698.2K | 0.13% | −10.0% | Reduced |
| Continuum Advisory, LLC | 3,739 | $700.9K | 0.10% | −489−11.6% | Reduced |
| Accredited Investors Inc. | 3,743 | $701.2K | 0.05% | +35+0.9% | Added |
| Wealthsource Partners, LLC | 3,746 | $701.7K | 0.05% | +35+0.9% | Added |
| Delta Investment Management, LLC | 3,762 | $704.8K | 0.17% | +2+0.1% | Added |
| Aspire Private Capital, LLC | 3,781 | $708.5K | 0.21% | +140+3.8% | Added |
| Sunflower Bank, N.A. | 3,790 | $710.0K | 0.16% | 00.0% | Unchanged |
| Union Savings Bank | 3,821 | $715.8K | 0.41% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,828 | $717.1K | 0.33% | +6+0.2% | Added |
| Petrus Trust Company, LTA | 3,835 | $718.4K | 0.07% | +1,377+56.0% | Added |
| CX Institutional | 3,839 | $719.1K | 0.04% | −1,581−29.2% | Reduced |
| Linscomb & Williams, Inc. | 3,840 | $719.4K | 0.04% | −20−0.5% | Reduced |
| River & Mercantile Asset Management LLP | 3,846 | $720.5K | 0.14% | −38−1.0% | Reduced |
| Ellevest, Inc. | 3,849 | $721.1K | 0.05% | +668+21.0% | Added |
| Capital Analysts, LLC | 3,856 | $722.0K | 0.04% | +136+3.7% | Added |
| WBI Investments | 3,873 | $725.5K | 0.15% | +3,873 | New |
| West Coast Financial LLC | 3,875 | $725.9K | 0.10% | +3,875 | New |
| Avantax Planning Partners, Inc. | 3,880 | $726.9K | 0.03% | +1,710+78.8% | Added |
| Founders Financial Securities LLC | 3,885 | $727.8K | 0.08% | +3,885 | New |
| Oakworth Capital, Inc. | 3,897 | $730.1K | 0.06% | −14−0.4% | Reduced |
| BigSur Wealth Management LLC | 3,900 | $730.6K | 0.35% | −200−4.9% | Reduced |
| Oak Grove Capital LLC | 3,905 | $731.6K | 0.23% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,892 | $732.3K | 0.36% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,912 | $733.0K | 0.29% | −81−2.0% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $733.1K | 0.14% | +20+0.5% | Added |
| MCF Advisors LLC | 3,918 | $734.0K | 0.06% | +888+29.3% | Added |
| Essex Financial Services, Inc. | 3,920 | $734.5K | 0.08% | +104+2.7% | Added |
| Tritonpoint Wealth, LLC | 3,921 | $734.6K | 0.07% | +3,921 | New |
| Boston Financial Mangement LLC | 3,953 | $740.6K | 0.03% | −6−0.2% | Reduced |
| Salem Investment Counselors Inc | 3,954 | $740.7K | 0.03% | +281+7.7% | Added |
| PFG Advisors | 3,961 | $742.0K | 0.06% | +9+0.2% | Added |
| Ellis Investment Partners, LLC | 3,971 | $744.0K | 0.17% | −1,861−31.9% | Reduced |
| First Western Trust Bank | 4,006 | $750.5K | 0.04% | −7−0.2% | Reduced |
| Estabrook Capital Management | 4,014 | $752.0K | 0.12% | −10−0.2% | Reduced |
| GAMMA Investing LLC | 3,754 | $753.5K | 0.20% | +3,754 | New |
| GTS Securities LLC | 4,023 | $753.7K | 0.02% | −20,080−83.3% | Reduced |
| Koshinski Asset Management, Inc. | 4,024 | $754.0K | 0.11% | −528−11.6% | Reduced |
| Morse Asset Management, Inc | 4,040 | $757.0K | 0.22% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,041 | $757.0K | 0.48% | −346−7.9% | Reduced |
| WBH Advisory Inc | 4,047 | $758.2K | 0.08% | −138−3.3% | Reduced |
| Mango Five Family, Inc. | 4,054 | $759.5K | 0.29% | +4,054 | New |
| Journey Strategic Wealth LLC | 4,073 | $763.0K | 0.04% | +771+23.3% | Added |
| Ameritas Advisory Services, LLC | 3,815 | $764.5K | 0.04% | −4,429−53.7% | Reduced |
| Lebenthal Global Advisors, LLC | 4,087 | $765.7K | 0.18% | +4,087 | New |
| International Assets Investment Management, LLC | 54,832 | $768.8K | 0.10% | +433+0.8% | Added |
| Platform Technology Partners | 3,626 | $769.6K | 0.30% | −1,495−29.2% | Reduced |
| Baldwin Investment Management, LLC | 4,110 | $770.0K | 0.12% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,121 | $772.0K | 0.14% | −26−0.6% | Reduced |
| Benin Management CORP | 4,124 | $772.6K | 0.26% | +8+0.2% | Added |
| Alexander Randolph Advisory, Inc. | 4,141 | $775.8K | 0.71% | +4,141 | New |
| J. W. Coons Advisors, LLC | 4,142 | $775.9K | 0.21% | +175+4.4% | Added |
| Spire Wealth Management | 4,273 | $782.6K | 0.03% | +209+5.1% | Added |
| Prairie Sky Financial Group LLC | 4,181 | $783.3K | 0.51% | +66+1.6% | Added |
| Chicago Partners Investment Group LLC | 4,221 | $784.3K | 0.04% | +19+0.5% | Added |
| Summit Global Investments | 4,190 | $785.0K | 0.05% | −1,818−30.3% | Reduced |
| Evanson Asset Management, LLC | 4,195 | $785.9K | 0.07% | +10.0% | Added |
| Lyell Wealth Management, LP | 4,205 | $787.8K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,204 | $788.0K | 0.02% | +4,204 | New |
| Householder Group Estate & Retirement Specialist, LLC | 4,218 | $790.0K | 0.26% | −114−2.6% | Reduced |
| Vista Wealth Management Group, LLC | 4,219 | $790.4K | 0.07% | −110−2.5% | Reduced |
| Sage Rhino Capital LLC | 4,220 | $790.5K | 0.20% | −36−0.8% | Reduced |
| Cypress Wealth Services, LLC | 4,238 | $794.0K | 0.20% | +15+0.4% | Added |
| Alhambra Investment Partners LLC | 4,255 | $797.1K | 0.47% | −100−2.3% | Reduced |
| Symmetry Partners, LLC | 4,258 | $800.0K | 0.04% | −1,573−27.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,279 | $801.6K | 0.03% | +192+4.7% | Added |
| Boyar Asset Management Inc. | 4,282 | $802.2K | 0.60% | −602−12.3% | Reduced |
| Wealthcare Advisory Partners LLC | 4,284 | $802.5K | 0.03% | −26−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 4,284 | $802.5K | 0.09% | +788+22.5% | Added |
| Midland Wealth Advisors LLC | 4,284 | $802.6K | 0.05% | +4,284 | New |
| Basepoint Wealth LLC | 4,287 | $803.0K | 0.65% | −75−1.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,288 | $803.3K | 0.57% | +24+0.6% | Added |
| Red Door Wealth Management, LLC | 4,299 | $805.4K | 0.17% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,320 | $809.3K | 0.30% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,331 | $811.3K | 0.11% | +611+16.4% | Added |
| Prosperity Consulting Group, LLC | 4,351 | $815.2K | 0.27% | +134+3.2% | Added |
| Oxbow Advisors, LLC | 4,353 | $815.5K | 0.12% | +2,700+163.3% | Added |
| Bond & Devick Financial Network, Inc. | 4,354 | $815.7K | 0.46% | +150+3.6% | Added |
| Sompo Asset Management Co., Ltd. | 4,360 | $816.8K | 0.15% | −590−11.9% | Reduced |
| Atlas Brown,Inc. | 4,365 | $817.7K | 0.34% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 4,364 | $818.0K | 0.02% | +753+20.9% | Added |
| Schulhoff & Co Inc | 4,370 | $818.7K | 0.39% | −120−2.7% | Reduced |
| Oak Harvest Investment Services | 4,394 | $823.1K | 0.16% | −1,684−27.7% | Reduced |
| Versor Investments LP | 4,400 | $824.3K | 0.17% | +4,400 | New |
| Harbour Investments, Inc. | 4,410 | $826.1K | 0.03% | −1,588−26.5% | Reduced |
| Proathlete Wealth Management LLC | 4,420 | $828.2K | 0.49% | +4,420 | New |
| IFG Advisors, LLC | 4,427 | $829.3K | 0.24% | +7+0.2% | Added |
| Resources Management Corp | 4,435 | $831.0K | 0.12% | −350−7.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,454 | $834.4K | 0.27% | +204+4.8% | Added |
| RFP Financial Group LLC | 4,455 | $834.6K | 0.34% | +50+1.1% | Added |