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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 5,767 | $1.08M | 0.20% | +43+0.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,770 | $1.08M | 0.90% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5,777 | $1.08M | 0.52% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 5,820 | $1.09M | 0.02% | −322−5.2% | Reduced |
| Sentry Investment Management LLC | 5,824 | $1.09M | 0.47% | +2,446+72.4% | Added |
| LM Advisors LLC | 5,833 | $1.09M | 0.22% | +5,833 | New |
| Twin Capital Management Inc | 5,840 | $1.09M | 0.14% | +5,840 | New |
| Daymark Wealth Partners, LLC | 100,333 | $1.09M | 0.07% | −671−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,848 | $1.10M | 0.00% | −5,437−48.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,863 | $1.10M | 1.05% | +5,863 | New |
| Engineers Gate Manager LP | 5,880 | $1.10M | 0.03% | −39,110−86.9% | Reduced |
| Trust Point Inc. | 5,880 | $1.10M | 0.09% | +5,880 | New |
| Mather Group, LLC. | 5,910 | $1.11M | 0.02% | −158−2.6% | Reduced |
| YHB Investment Advisors, Inc. | 5,941 | $1.11M | 0.11% | −1,296−17.9% | Reduced |
| Ledyard National Bank | 5,945 | $1.11M | 0.11% | −5−0.1% | Reduced |
| Weil Company, Inc. | 6,000 | $1.12M | 0.49% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 6,000 | $1.12M | 0.13% | +4,000+200.0% | Added |
| Pine Valley Investments Ltd Liability Co | 6,007 | $1.13M | 0.09% | −886−12.9% | Reduced |
| IPG Investment Advisors LLC | 6,012 | $1.13M | 0.23% | +6,012 | New |
| Lecap Asset Management Ltd | 6,021 | $1.13M | 0.41% | +6,021 | New |
| Penserra Capital Management LLC | 6,032 | $1.13M | 0.02% | −331−5.2% | Reduced |
| Mutual Advisors, LLC | 6,046 | $1.13M | 0.04% | −921−13.2% | Reduced |
| Merit Financial Group, LLC | 6,068 | $1.14M | 0.03% | −2,240−27.0% | Reduced |
| KRS Capital Management, LLC | 6,090 | $1.14M | 1.06% | −172−2.7% | Reduced |
| Abundance Wealth Counselors | 6,130 | $1.15M | 0.30% | +690+12.7% | Added |
| Mraz, Amerine & Associates, Inc. | 6,139 | $1.15M | 0.24% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,151 | $1.15M | 0.03% | −417−6.3% | Reduced |
| HTLF Bank | 6,155 | $1.15M | 0.14% | +6,155 | New |
| Aptus Capital Advisors, LLC | 6,157 | $1.15M | 0.03% | −7,189−53.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,747 | $1.15M | 0.01% | −32−0.6% | Reduced |
| Cambridge Financial Group, LLC | 6,165 | $1.15M | 0.60% | +6,165 | New |
| Derbend Asset Management | 6,168 | $1.16M | 0.67% | 00.0% | Unchanged |
| Strategic Investment Advisors | 6,181 | $1.16M | 0.17% | −1,463−19.1% | Reduced |
| RMR Wealth Builders | 6,206 | $1.16M | 0.16% | +1,302+26.5% | Added |
| Allworth Financial LP | 6,225 | $1.17M | 0.01% | +524+9.2% | Added |
| Weik Capital Management | 6,228 | $1.17M | 0.54% | +305+5.1% | Added |
| Cigna Investments Inc | 6,253 | $1.17M | 0.24% | −146−2.3% | Reduced |
| Spears Abacus Advisors LLC | 6,258 | $1.17M | 0.09% | +393+6.7% | Added |
| Global Retirement Partners, LLC | 6,483 | $1.17M | 0.05% | +274+4.4% | Added |
| Mirabella Financial Services LLP | 6,266 | $1.17M | 0.17% | +4,538+262.6% | Added |
| Stokes Family Office, LLC | 6,277 | $1.18M | 0.16% | −1,552−19.8% | Reduced |
| Aspiriant, LLC | 6,282 | $1.18M | 0.05% | +1,160+22.6% | Added |
| Alpine Woods Capital Investors, LLC | 6,300 | $1.18M | 0.18% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,301 | $1.18M | 0.48% | +6+0.1% | Added |
| Linden Thomas Advisory Services, LLC | 6,321 | $1.18M | 0.22% | +906+16.7% | Added |
| Independent Financial Group, LLC | 6,329 | $1.19M | 0.06% | +646+11.4% | Added |
| Wealthspire Advisors, LLC | 6,352 | $1.19M | 0.02% | +625+10.9% | Added |
| Westpac Banking Corp | 6,357 | $1.19M | 0.10% | −1,860−22.6% | Reduced |
| Aurora Private Wealth, Inc. | 6,362 | $1.19M | 1.12% | 00.0% | Unchanged |
| Bank of Hawaii | 6,375 | $1.19M | 0.06% | −1,589−20.0% | Reduced |
| S&CO Inc | 6,386 | $1.20M | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,417 | $1.20M | 0.04% | −298−4.4% | Reduced |
| Lee Danner & Bass Inc | 6,423 | $1.20M | 0.10% | −800−11.1% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,426 | $1.20M | 0.25% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 6,432 | $1.20M | 0.01% | 00.0% | Unchanged |
| Woodstock Corp | 6,448 | $1.21M | 0.14% | −850−11.6% | Reduced |
| SOA Wealth Advisors, LLC. | 6,452 | $1.21M | 0.27% | −431−6.3% | Reduced |
| Verition Fund Management LLC | 6,461 | $1.21M | 0.01% | −37,968−85.5% | Reduced |
| Community Bank, N.A. | 6,513 | $1.22M | 0.16% | −969−13.0% | Reduced |
| Patten & Patten Inc | 6,543 | $1.23M | 0.10% | −350−5.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,562 | $1.23M | 0.08% | +603+10.1% | Added |
| Checchi Capital Advisers, LLC | 6,577 | $1.23M | 0.10% | +301+4.8% | Added |
| Ascent Group, LLC | 5,805 | $1.23M | 0.12% | +1,044+21.9% | Added |
| Washington Trust Advisors, Inc. | 6,633 | $1.24M | 0.12% | −123−1.8% | Reduced |
| Flputnam Investment Management Co | 6,642 | $1.24M | 0.03% | +283+4.5% | Added |
| SRN Advisors, LLC | 6,644 | $1.24M | 1.12% | +138+2.1% | Added |
| Smithfield Trust Co | 6,662 | $1.25M | 0.07% | −50−0.7% | Reduced |
| Diligent Investors, LLC | 6,676 | $1.25M | 0.34% | 00.0% | Unchanged |
| Balentine LLC | 6,705 | $1.26M | 0.04% | −556−7.7% | Reduced |
| Stablepoint Partners, LLC | 6,724 | $1.26M | 0.32% | +6,724 | New |
| Busey Wealth Management | 6,747 | $1.26M | 0.05% | −88−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 7,019 | $1.27M | 0.27% | +7,019 | New |
| Essex Investment Management Co LLC | 6,796 | $1.27M | 0.25% | −247−3.5% | Reduced |
| Insight Advisors, LLC | 6,841 | $1.28M | 0.27% | −192−2.7% | Reduced |
| Center for Financial Planning, Inc. | 6,842 | $1.28M | 0.24% | −1,890−21.6% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $1.29M | 0.79% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6,889 | $1.29M | 0.55% | +181+2.7% | Added |
| Piscataqua Savings Bank | 6,891 | $1.29M | 1.21% | +14+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,897 | $1.29M | 0.09% | −343−4.7% | Reduced |
| We Are One Seven, LLC | 6,908 | $1.29M | 0.08% | +298+4.5% | Added |
| Dynamic Advisor Solutions LLC | 6,865 | $1.30M | 0.05% | +2,526+58.2% | Added |
| Gotham Asset Management, LLC | 6,930 | $1.30M | 0.02% | −392−5.4% | Reduced |
| Trust Asset Management LLC | 6,944 | $1.30M | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,952 | $1.30M | 0.02% | −227−3.2% | Reduced |
| Davis Investment Partners, LLC | 6,988 | $1.31M | 0.63% | +209+3.1% | Added |
| Greenwood Gearhart Inc | 6,993 | $1.31M | 0.14% | −965−12.1% | Reduced |
| Beacon Financial Group | 6,997 | $1.31M | 0.16% | +202+3.0% | Added |
| Fort Point Capital Partners LLC | 7,000 | $1.31M | 0.20% | −212−2.9% | Reduced |
| Telemus Capital, LLC | 7,003 | $1.31M | 0.11% | +27+0.4% | Added |
| Ritholtz Wealth Management | 7,011 | $1.31M | 0.05% | −461−6.2% | Reduced |
| McAdam, LLC | 7,051 | $1.32M | 0.10% | −23−0.3% | Reduced |
| Transatlantique Private Wealth LLC | 7,151 | $1.32M | 0.62% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 7,075 | $1.33M | 0.62% | −151−2.1% | Reduced |
| Vident Advisory, LLC | 7,116 | $1.33M | 0.03% | −808−10.2% | Reduced |
| NBC Securities, Inc. | 7,127 | $1.33M | 0.13% | −215−2.9% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.34M | 0.52% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 7,183 | $1.35M | 0.08% | −2,207−23.5% | Reduced |
| BancorpSouth Bank | 7,184 | $1.35M | 0.11% | −5−0.1% | Reduced |
| Birinyi Associates Inc | 7,250 | $1.36M | 0.48% | +450+6.6% | Added |
| Veracity Capital LLC | 7,256 | $1.36M | 0.55% | −19−0.3% | Reduced |