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 |
|---|---|---|---|---|---|
| Paragon Private Wealth Management, LLC | 4,458 | $835.2K | 0.58% | −456−9.3% | Reduced |
| Financial Counselors Inc | 4,477 | $838.7K | 0.01% | −178−3.8% | Reduced |
| Ervin Investment Management, LLC | 4,481 | $839.5K | 0.64% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,494 | $841.9K | 0.67% | +4,494 | New |
| Dover Advisors, LLC | 4,495 | $842.1K | 1.11% | −1,614−26.4% | Reduced |
| Bedel Financial Consulting, Inc. | 4,502 | $843.3K | 0.15% | −273−5.7% | Reduced |
| United Community Bank | 4,502 | $843.4K | 0.36% | +4,502 | New |
| First Affirmative Financial Network | 4,504 | $843.8K | 0.67% | +193+4.5% | Added |
| Axxcess Wealth Management, LLC | 4,506 | $844.2K | 0.03% | +1,310+41.0% | Added |
| Conning Inc. | 4,520 | $846.8K | 0.03% | −15−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,525 | $847.8K | 0.05% | −154−3.3% | Reduced |
| 3Chopt Investment Partners, LLC | 4,544 | $851.3K | 0.31% | +4,544 | New |
| Leavell Investment Management, Inc. | 4,547 | $852.0K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,548 | $852.0K | 0.04% | −614−11.9% | Reduced |
| RB Capital Management, LLC | 4,554 | $853.1K | 0.25% | −87−1.9% | Reduced |
| Dakota Wealth Management | 4,563 | $854.9K | 0.03% | +332+7.8% | Added |
| Saxon Interests, Inc. | 4,567 | $855.5K | 0.43% | −8,730−65.7% | Reduced |
| Twelve Points Wealth Management LLC | 4,568 | $855.8K | 0.41% | −230−4.8% | Reduced |
| Allegheny Financial Group LTD | 4,580 | $858.1K | 0.28% | +62+1.4% | Added |
| Sentry LLC | 4,591 | $860.1K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,593 | $860.5K | 0.14% | −100−2.1% | Reduced |
| Prospera Financial Services Inc | 4,599 | $861.6K | 0.03% | +849+22.6% | Added |
| Fred Alger Management, LLC | 4,600 | $861.8K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,577 | $861.8K | 0.26% | −224−4.7% | Reduced |
| Guardian Investment Management | 4,617 | $864.9K | 0.73% | +4,617 | New |
| Legacy Advisors, LLC | 4,635 | $868.3K | 0.11% | +93+2.0% | Added |
| Delta Financial Group, Inc. | 4,649 | $871.0K | 0.27% | −406−8.0% | Reduced |
| Sippican Capital Advisors | 4,659 | $872.8K | 0.68% | +2,206+89.9% | Added |
| Tufton Capital Management | 4,660 | $873.0K | 0.18% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,669 | $873.4K | 0.67% | – | – |
| TCI Wealth Advisors, Inc. | 4,686 | $877.9K | 0.09% | −475−9.2% | Reduced |
| Muirfield Wealth Advisors LLC | 4,689 | $878.4K | 0.93% | +4,689 | New |
| Leisure Capital Management | 4,705 | $881.4K | 0.48% | −58−1.2% | Reduced |
| Papp L Roy & Associates | 4,721 | $884.4K | 0.11% | 00.0% | Unchanged |
| Private Trust Co NA | 4,745 | $888.9K | 0.10% | −154−3.1% | Reduced |
| Brighton Jones LLC | 4,746 | $889.0K | 0.04% | +491+11.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,747 | $889.3K | 0.15% | −370−7.2% | Reduced |
| North Star Investment Management Corp. | 4,769 | $893.4K | 0.07% | −50−1.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,772 | $894.1K | 0.17% | −90−1.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,812 | $901.5K | 0.04% | +261+5.7% | Added |
| Pflug Koory, LLC | 4,833 | $905.4K | 0.48% | −100−2.0% | Reduced |
| Premier Path Wealth Partners, LLC | 4,854 | $906.7K | 0.20% | +4,854 | New |
| DFPG Investments, LLC | 4,891 | $911.3K | 0.07% | +4,891 | New |
| Scissortail Wealth Management, LLC | 4,539 | $911.7K | 0.29% | +1,539+51.3% | Added |
| Clarius Group, LLC | 4,873 | $912.9K | 0.08% | −474−8.9% | Reduced |
| Washington Trust Co | 4,894 | $916.9K | 0.04% | +64+1.3% | Added |
| Brooks, Moore & Associates, Inc. | 4,991 | $935.1K | 0.64% | +443+9.7% | Added |
| UniSuper Management Pty Ltd | 4,994 | $935.6K | 0.01% | +394+8.6% | Added |
| Spirit of America Management Corp | 5,000 | $936.7K | 0.21% | 00.0% | Unchanged |
| Wade G W & Inc | 5,007 | $938.0K | 0.03% | −1,649−24.8% | Reduced |
| Entropy Technologies, LP | 5,018 | $940.1K | 0.17% | +5,018 | New |
| WealthTrust Axiom LLC | 5,035 | $943.4K | 0.32% | +2,236+79.9% | Added |
| Confluence Wealth Services, Inc. | 5,045 | $945.1K | 0.10% | +48+1.0% | Added |
| Garde Capital, Inc. | 5,062 | $948.0K | 0.07% | +39+0.8% | Added |
| Sterling Wealth Management, Inc. | 5,128 | $960.7K | 0.54% | +5,128 | New |
| S.A. Mason LLC | 5,146 | $964.1K | 0.65% | +91+1.8% | Added |
| Legacy Edge Advisors, LLC | 5,147 | $964.2K | 0.22% | +5,147 | New |
| Wolverine Trading, LLC | 5,149 | $964.6K | 0.01% | +5,149 | New |
| Capital Management Associates | 5,170 | $968.5K | 1.23% | +230+4.7% | Added |
| Flagship Harbor Advisors, LLC | 5,187 | $971.7K | 0.07% | −123−2.3% | Reduced |
| Vectors Research Management, LLC | 5,209 | $973.0K | 0.27% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 5,196 | $973.4K | 0.21% | +18+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 5,198 | $973.8K | 0.70% | −5−0.1% | Reduced |
| Factorial Partners, LLC | 5,200 | $974.2K | 0.62% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5,211 | $976.3K | 0.32% | −776−13.0% | Reduced |
| Verus Capital Partners, LLC | 5,225 | $978.8K | 0.12% | −183−3.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,239 | $981.4K | 0.08% | +307+6.2% | Added |
| Carr Financial Group Corp | 5,240 | $981.7K | 0.36% | −1,240−19.1% | Reduced |
| Strategic Advisors LLC | 5,244 | $982.3K | 0.19% | +58+1.1% | Added |
| Levin Capital Strategies, L.P. | 5,258 | $985.0K | 0.11% | +194+3.8% | Added |
| Hohimer Wealth Management, LLC | 5,268 | $986.9K | 0.25% | +73+1.4% | Added |
| Beacon Investment Advisory Services, Inc. | 5,271 | $987.5K | 0.04% | −6,548−55.4% | Reduced |
| FDx Advisors, Inc. | 5,303 | $993.0K | 0.08% | −498−8.6% | Reduced |
| Lavaca Capital LLC | 5,327 | $998.0K | 0.61% | −494−8.5% | Reduced |
| Crestwood Advisors Group LLC | 5,330 | $998.5K | 0.02% | +73+1.4% | Added |
| Pecaut & Co. | 5,340 | $1.00M | 0.40% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5,364 | $1.00M | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 5,369 | $1.01M | 0.14% | −540−9.1% | Reduced |
| Zhang Financial LLC | 5,379 | $1.01M | 0.09% | +336+6.7% | Added |
| IHT Wealth Management, LLC | 5,393 | $1.01M | 0.05% | +60+1.1% | Added |
| Lawson Kroeker Investment Management Inc | 5,407 | $1.01M | 0.21% | +133+2.5% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $1.01M | 0.01% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 5,445 | $1.02M | 0.60% | +157+3.0% | Added |
| Icon Advisers Inc | 5,500 | $1.03M | 0.24% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,502 | $1.03M | 0.42% | +4,781+663.1% | Added |
| Edge Capital Group, LLC | 5,512 | $1.03M | 0.06% | −549−9.1% | Reduced |
| Syon Capital LLC | 5,515 | $1.03M | 0.11% | +235+4.5% | Added |
| Quest Partners LLC | 5,564 | $1.04M | 0.22% | +5,564 | New |
| Northcape Wealth Management, LLC | 5,580 | $1.05M | 0.38% | −79−1.4% | Reduced |
| Stonebrook Private Inc. | 5,586 | $1.05M | 0.35% | +5,586 | New |
| Ramirez Asset Management, Inc. | 5,604 | $1.05M | 0.21% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,640 | $1.06M | 0.03% | +1,063+23.2% | Added |
| Old National Bancorp | 5,641 | $1.06M | 0.03% | +291+5.4% | Added |
| Laurel Wealth Advisors LLC | 5,660 | $1.06M | 0.20% | +20.0% | Added |
| Profit Investment Management, LLC | 5,677 | $1.06M | 0.61% | +1,092+23.8% | Added |
| Fielder Capital Group LLC | 5,681 | $1.06M | 0.64% | +5,681 | New |
| BayBridge Capital Group, LLC | 5,860 | $1.07M | 0.99% | +5,860 | New |
| Mizuho Markets Cayman LP | 5,727 | $1.07M | 0.94% | +1,350+30.8% | Added |
| Sigma Planning Corp | 5,739 | $1.08M | 0.08% | −4,794−45.5% | Reduced |
| Lake Street Financial LLC | 5,741 | $1.08M | 0.17% | +3,641+173.4% | Added |