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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 7,263 | $1.36M | 0.22% | 00.0% | Unchanged |
| AXS Investments LLC | 7,316 | $1.37M | 0.33% | −570−7.2% | Reduced |
| Nixon Peabody Trust Co | 7,325 | $1.37M | 0.15% | +7,325 | New |
| Caldwell Sutter Capital, Inc. | 7,352 | $1.38M | 0.70% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 7,405 | $1.39M | 0.46% | +5+0.1% | Added |
| Holderness Investments Co | 7,432 | $1.39M | 0.38% | +7,432 | New |
| Hartford Funds Management Co LLC | 7,440 | $1.39M | 0.14% | +1,639+28.3% | Added |
| Associated Banc-Corp | 7,441 | $1.39M | 0.05% | −100−1.3% | Reduced |
| Chesapeake Wealth Management | 7,503 | $1.41M | 0.54% | +67+0.9% | Added |
| Moneta Group Investment Advisors LLC | 7,522 | $1.41M | 0.03% | −3,014−28.6% | Reduced |
| MainStreet Investment Advisors LLC | 7,568 | $1.42M | 0.16% | −2,073−21.5% | Reduced |
| Duality Advisers, LP | 7,588 | $1.42M | 0.15% | −8,031−51.4% | Reduced |
| Retireful, LLC | 7,607 | $1.43M | 0.62% | +7,607 | New |
| RMR Capital Management, LLC | 7,629 | $1.43M | 1.64% | +7,629 | New |
| Spinnaker Trust | 7,632 | $1.43M | 0.10% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,633 | $1.43M | 0.18% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7,645 | $1.43M | 0.16% | −510−6.3% | Reduced |
| Arjuna Capital | 7,651 | $1.43M | 0.45% | −8,464−52.5% | Reduced |
| Benjamin Edwards Inc | 7,662 | $1.44M | 0.31% | +6,794+782.7% | Added |
| Excalibur Management Corp | 7,696 | $1.44M | 0.68% | −170−2.2% | Reduced |
| Simmons Bank | 7,705 | $1.44M | 0.12% | −1,132−12.8% | Reduced |
| Fiduciary Family Office, LLC | 7,713 | $1.44M | 0.63% | +7,713 | New |
| Raab & Moskowitz Asset Management LLC | 7,727 | $1.45M | 0.46% | −175−2.2% | Reduced |
| Summit Trail Advisors, LLC | 7,746 | $1.45M | 0.05% | +414+5.6% | Added |
| Sirios Capital Management L P | 7,747 | $1.45M | 0.30% | −38,145−83.1% | Reduced |
| Redwood Investment Management, LLC | 7,752 | $1.45M | 0.13% | +7,752 | New |
| FineMark National Bank & Trust | 7,880 | $1.48M | 0.06% | −50−0.6% | Reduced |
| Massmutual Trust Co FSB | 7,886 | $1.48M | 0.05% | −87−1.1% | Reduced |
| RNC Capital Management LLC | 7,924 | $1.48M | 0.09% | −245−3.0% | Reduced |
| Parkside Financial Bank & Trust | 7,928 | $1.49M | 0.27% | −25−0.3% | Reduced |
| Oldfather Financial Services, LLC | 7,995 | $1.50M | 0.67% | −27−0.3% | Reduced |
| Palisade Asset Management, LLC | 7,998 | $1.50M | 0.16% | −250−3.0% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.50M | 0.78% | 00.0% | Unchanged |
| OV Management LLC | 8,000 | $1.50M | 1.24% | +8,000 | New |
| Advisory Research Inc | 8,048 | $1.51M | 0.23% | −507−5.9% | Reduced |
| Boltwood Capital Management | 8,050 | $1.51M | 0.50% | −185−2.2% | Reduced |
| GLOBALT Investments LLC | 8,077 | $1.51M | 0.06% | +8,077 | New |
| EFG Asset Management (North America) Corp. | 8,123 | $1.52M | 0.29% | +3,172+64.1% | Added |
| Triad Investment Management | 8,138 | $1.52M | 2.00% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 8,228 | $1.54M | 0.12% | +38+0.5% | Added |
| Lazard Freres Gestion S.A.S. | 8,235 | $1.54M | 0.04% | −50−0.6% | Reduced |
| Western Wealth Management, LLC | 8,258 | $1.55M | 0.11% | −180−2.1% | Reduced |
| Principle Wealth Partners LLC | 8,274 | $1.55M | 0.13% | +1,810+28.0% | Added |
| Cape Cod Five Cents Savings Bank | 8,284 | $1.55M | 0.16% | −9,052−52.2% | Reduced |
| Amarillo National Bank | 8,313 | $1.56M | 0.30% | −61−0.7% | Reduced |
| Moors & Cabot, Inc. | 8,316 | $1.56M | 0.10% | +24+0.3% | Added |
| Harbor Capital Advisors, Inc. | 8,360 | $1.57M | 0.30% | −31−0.4% | Reduced |
| Osborne Partners Capital Management, LLC | 8,361 | $1.57M | 0.10% | +100+1.2% | Added |
| Pitcairn Co | 8,391 | $1.57M | 0.12% | −80−0.9% | Reduced |
| Citizens National Bank Trust Department | 8,394 | $1.57M | 0.40% | −70−0.8% | Reduced |
| Intellectus Partners, LLC | 8,396 | $1.57M | 0.45% | +384+4.8% | Added |
| Moloney Securities Asset Management, LLC | 8,503 | $1.59M | 0.26% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 8,513 | $1.59M | 0.80% | −242−2.8% | Reduced |
| First Horizon Advisors, Inc. | 8,535 | $1.60M | 0.05% | +828+10.7% | Added |
| HBK Sorce Advisory LLC | 8,564 | $1.60M | 0.06% | +10.0% | Added |
| Ingalls & Snyder LLC | 8,580 | $1.61M | 0.07% | −350−3.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,582 | $1.61M | 0.58% | −82−0.9% | Reduced |
| Howard Capital Management Group, LLC | 8,615 | $1.61M | 0.14% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 8,672 | $1.62M | 0.09% | −208−2.3% | Reduced |
| Evergreen Capital Management LLC | 8,732 | $1.64M | 0.07% | −207−2.3% | Reduced |
| Gateway Investment Advisers LLC | 8,754 | $1.64M | 0.02% | −202−2.3% | Reduced |
| Teza Capital Management LLC | 8,773 | $1.64M | 0.27% | −1,119−11.3% | Reduced |
| Beaumont Financial Advisors, LLC | 8,786 | $1.65M | 0.15% | +64+0.7% | Added |
| Csenge Advisory Group | 8,809 | $1.65M | 0.10% | −776−8.1% | Reduced |
| Coastal Bridge Advisors, LLC | 8,839 | $1.66M | 0.42% | +12+0.1% | Added |
| Signature Wealth Management Group | 8,899 | $1.67M | 0.77% | +8,899 | New |
| Delphi Management Inc | 8,912 | $1.67M | 1.53% | +389+4.6% | Added |
| Strategic Planning Group, LLC | 8,931 | $1.67M | 0.56% | +8,931 | New |
| American Trust | 8,936 | $1.67M | 0.12% | −234−2.6% | Reduced |
| Meeder Advisory Services, Inc. | 8,937 | $1.67M | 0.19% | −96−1.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,955 | $1.68M | 0.07% | −742−7.7% | Reduced |
| Lake Street Advisors Group, LLC | 8,981 | $1.68M | 0.08% | +8,981 | New |
| Argent Advisors, Inc. | 8,983 | $1.68M | 0.74% | −51−0.6% | Reduced |
| Hyman Charles D | 8,998 | $1.69M | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,016 | $1.69M | 0.07% | +400+4.6% | Added |
| Blue Zone Wealth Advisors, LLC | 9,041 | $1.69M | 0.68% | −34−0.4% | Reduced |
| Applied Capital LLC | 9,072 | $1.70M | 1.56% | −398−4.2% | Reduced |
| Provenance Wealth Advisors, LLC | 9,121 | $1.71M | 0.23% | +263+3.0% | Added |
| Northern Financial Advisors Inc | 9,138 | $1.71M | 1.44% | +249+2.8% | Added |
| Signet Investment Advisory Group, Inc. | 9,140 | $1.71M | 1.03% | −10−0.1% | Reduced |
| TAGStone Capital, Inc. | 9,180 | $1.72M | 1.12% | +36+0.4% | Added |
| Hartline Investment Corp | 9,181 | $1.72M | 0.28% | 00.0% | Unchanged |
| Wedmont Private Capital | 9,107 | $1.72M | 0.14% | +607+7.1% | Added |
| Woodmont Investment Counsel LLC | 9,304 | $1.74M | 0.16% | +242+2.7% | Added |
| Beacon Investment Advisors LLC | 9,328 | $1.75M | 1.12% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 9,346 | $1.75M | 0.29% | +7,082+312.8% | Added |
| Invst, LLC | 8,522 | $1.75M | 0.22% | −453−5.0% | Reduced |
| Carl P. Sherr & Co., LLC | 9,397 | $1.76M | 1.07% | +10.0% | Added |
| Bridgeway Capital Management, LLC | 9,400 | $1.76M | 0.04% | −3,300−26.0% | Reduced |
| PEAK6 Investments LLC | 9,402 | $1.76M | 0.08% | −51,302−84.5% | Reduced |
| IFG Advisory, LLC | 9,423 | $1.77M | 0.13% | −1,517−13.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,435 | $1.77M | 0.22% | −48−0.5% | Reduced |
| Investors Asset Management of Georgia Inc | 9,600 | $1.77M | 0.90% | +1,100+12.9% | Added |
| United Asset Strategies, Inc. | 9,443 | $1.77M | 0.20% | +502+5.6% | Added |
| Institute for Wealth Management, LLC. | 9,475 | $1.77M | 0.29% | 00.0% | Unchanged |
| CenterBook Partners LP | 9,505 | $1.78M | 0.22% | −16,768−63.8% | Reduced |
| Berkshire Bank | 9,536 | $1.79M | 0.47% | +126+1.3% | Added |
| Constitution Capital LLC | 9,550 | $1.79M | 1.08% | −168−1.7% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,572 | $1.79M | 1.13% | −83−0.9% | Reduced |
| DoubleLine ETF Adviser LP | 9,617 | $1.80M | 0.52% | +656+7.3% | Added |