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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 9,638 | $1.81M | 0.67% | −212−2.2% | Reduced |
| Knuff & Co LLC | 9,650 | $1.81M | 0.66% | −250−2.5% | Reduced |
| Inlet Private Wealth, LLC | 9,655 | $1.81M | 0.55% | 00.0% | Unchanged |
| Caxton Associates LP | 9,659 | $1.81M | 0.09% | +6,849+243.7% | Added |
| Joel Isaacson & Co., LLC | 9,687 | $1.81M | 0.11% | +1,904+24.5% | Added |
| Trustco Bank Corp N Y | 9,716 | $1.82M | 1.97% | +82+0.9% | Added |
| Bridgewater Associates, LP | 9,727 | $1.82M | 0.01% | +1,369+16.4% | Added |
| Arete Wealth Advisors, LLC | 9,751 | $1.83M | 0.14% | +2,158+28.4% | Added |
| J.W. Cole Advisors, Inc. | 9,806 | $1.84M | 0.11% | +2,572+35.6% | Added |
| Proficio Capital Partners LLC | 9,828 | $1.84M | 0.23% | +6,748+219.1% | Added |
| Everett Harris & Co | 9,845 | $1.84M | 0.03% | −19−0.2% | Reduced |
| Chicago Capital, LLC | 9,849 | $1.85M | 0.07% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 9,859 | $1.85M | 0.22% | −600−5.7% | Reduced |
| Horizon Investments, LLC | 9,944 | $1.86M | 0.05% | −591−5.6% | Reduced |
| Financial Security Advisor, Inc. | 9,926 | $1.86M | 0.73% | +27+0.3% | Added |
| NTV Asset Management LLC | 9,940 | $1.86M | 0.31% | 00.0% | Unchanged |
| Qtron Investments LLC | 9,945 | $1.86M | 0.31% | +1,063+12.0% | Added |
| Wintrust Investments LLC | 9,948 | $1.86M | 0.18% | −273−2.7% | Reduced |
| Vinva Investment Management Ltd | 9,963 | $1.87M | 0.13% | +927+10.3% | Added |
| Mission Wealth Management, LP | 9,998 | $1.87M | 0.06% | +178+1.8% | Added |
| Doheny Asset Management | 10,035 | $1.88M | 1.84% | −1,050−9.5% | Reduced |
| Congress Wealth Management LLC | 10,046 | $1.88M | 0.03% | +6,654+196.2% | Added |
| Cunning Capital Partners, LP | 10,070 | $1.89M | 1.18% | 00.0% | Unchanged |
| JLB & Associates Inc | 10,079 | $1.89M | 0.27% | +3,059+43.6% | Added |
| Beverly Hills Private Wealth, LLC | 10,115 | $1.89M | 0.49% | −289−2.8% | Reduced |
| Pinnacle Holdings, LLC | 10,136 | $1.90M | 0.78% | −80−0.8% | Reduced |
| Jefferies Financial Group Inc. | 10,183 | $1.91M | 0.03% | +7,210+242.5% | Added |
| Stock Yards Bank & Trust Co | 10,183 | $1.91M | 0.07% | −178−1.7% | Reduced |
| Bigelow Investment Advisors, LLC | 10,189 | $1.91M | 1.03% | +160+1.6% | Added |
| Eqis Capital Management, Inc. | 10,212 | $1.91M | 0.16% | −935−8.4% | Reduced |
| Rockland Trust Co | 10,246 | $1.92M | 0.11% | −3,263−24.2% | Reduced |
| Headlands Technologies LLC | 10,284 | $1.93M | 0.57% | +158+1.6% | Added |
| Principal Securities, Inc. | 10,329 | $1.94M | 0.07% | +10,329 | New |
| Wolf Group Capital Advisors | 11,159 | $1.94M | 0.92% | +317+2.9% | Added |
| Guardian Capital LP | 10,388 | $1.95M | 0.07% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 10,417 | $1.95M | 0.22% | +14+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,418 | $1.95M | 0.05% | −309−2.9% | Reduced |
| KCM Investment Advisors LLC | 10,543 | $1.98M | 0.08% | −787−6.9% | Reduced |
| Plimoth Trust Co LLC | 10,562 | $1.98M | 0.57% | −59−0.6% | Reduced |
| Change Path, LLC | 10,671 | $2.00M | 0.13% | −10.0% | Reduced |
| Rathbone Brothers plc | 10,812 | $2.03M | 0.01% | −12−0.1% | Reduced |
| Vise Technologies, Inc. | 10,837 | $2.03M | 0.44% | +292+2.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,868 | $2.04M | 0.50% | +206+1.9% | Added |
| KWB Wealth | 10,892 | $2.04M | 0.29% | +180+1.7% | Added |
| Fulton Bank, N.A. | 10,951 | $2.05M | 0.09% | +595+5.7% | Added |
| Parallel Advisors, LLC | 10,967 | $2.05M | 0.06% | −123−1.1% | Reduced |
| Americana Partners, LLC | 10,414 | $2.06M | 0.20% | −438−4.0% | Reduced |
| Gifford Fong Associates | 11,000 | $2.06M | 0.44% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 11,046 | $2.07M | 0.33% | +807+7.9% | Added |
| Buttonwood Financial Advisors Inc. | 11,048 | $2.07M | 1.13% | −222−2.0% | Reduced |
| First National Trust Co | 11,058 | $2.07M | 0.09% | −3,439−23.7% | Reduced |
| Foundations Investment Advisors, LLC | 10,251 | $2.08M | 0.06% | +573+5.9% | Added |
| Deane Retirement Strategies, Inc. | 11,133 | $2.09M | 1.14% | +31+0.3% | Added |
| New Millennium Group LLC | 11,142 | $2.09M | 1.85% | +10,636+2,102.0% | Added |
| Empower Advisory Group, LLC | 11,172 | $2.09M | 0.01% | −3,451−23.6% | Reduced |
| St. Johns Investment Management Company, LLC | 11,201 | $2.10M | 1.07% | +161+1.5% | Added |
| Private Wealth Partners, LLC | 11,213 | $2.10M | 0.18% | 00.0% | Unchanged |
| Haverford Trust Co | 11,228 | $2.10M | 0.02% | +162+1.5% | Added |
| BKD Wealth Advisors, LLC | 11,308 | $2.12M | 0.06% | −687−5.7% | Reduced |
| Argus Investors' Counsel, Inc. | 11,470 | $2.15M | 1.38% | +670+6.2% | Added |
| QV Investors Inc. | 11,530 | $2.16M | 0.19% | −280−2.4% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $2.16M | 0.00% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 11,531 | $2.16M | 0.13% | −263−2.2% | Reduced |
| Fruth Investment Management | 11,550 | $2.16M | 0.61% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,583 | $2.17M | 0.76% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 11,587 | $2.17M | 0.56% | +609+5.5% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.17M | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 11,622 | $2.18M | 0.14% | −40−0.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,632 | $2.18M | 0.17% | +170+1.5% | Added |
| Bailard, Inc. | 11,667 | $2.19M | 0.06% | +378+3.3% | Added |
| Valueworks LLC | 11,678 | $2.19M | 0.74% | −368−3.1% | Reduced |
| Scotia Capital Inc. | 11,692 | $2.19M | 0.01% | +565+5.1% | Added |
| Moody National Bank Trust Division | 11,697 | $2.19M | 0.17% | −7,714−39.7% | Reduced |
| Bull Street Advisors, LLC | 11,727 | $2.20M | 1.11% | −65−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,728 | $2.20M | 0.58% | +30+0.3% | Added |
| Caldwell Trust Co | 11,743 | $2.20M | 0.28% | +95+0.8% | Added |
| Xcel Wealth Management, LLC | 11,773 | $2.21M | 0.77% | −750−6.0% | Reduced |
| BNC Wealth Management, LLC | 11,800 | $2.21M | 1.04% | +691+6.2% | Added |
| SageView Advisory Group, LLC | 10,924 | $2.23M | 0.10% | +5,997+121.7% | Added |
| Insigneo Advisory Services, LLC | 11,909 | $2.23M | 0.31% | +3,303+38.4% | Added |
| Focus Financial Network Inc | 11,966 | $2.24M | 0.08% | +11,966 | New |
| CoreCap Advisors, LLC | 11,996 | $2.25M | 0.15% | −5,380−31.0% | Reduced |
| Independent Investors Inc | 12,000 | $2.25M | 0.52% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 12,092 | $2.27M | 0.39% | −431−3.4% | Reduced |
| Bank of Stockton | 12,402 | $2.27M | 0.75% | −596−4.6% | Reduced |
| Schechter Investment Advisors, LLC | 12,222 | $2.29M | 0.20% | +389+3.3% | Added |
| Profund Advisors LLC | 12,301 | $2.30M | 0.10% | +1,345+12.3% | Added |
| Personal Cfo Solutions, LLC | 12,301 | $2.30M | 0.40% | −3,659−22.9% | Reduced |
| SOL Capital Management CO | 12,348 | $2.31M | 0.31% | +975+8.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 12,346 | $2.31M | 2.66% | +6,487+110.7% | Added |
| Bleakley Financial Group, LLC | 12,362 | $2.32M | 0.07% | −205−1.6% | Reduced |
| NEOS Investment Management LLC | 12,372 | $2.32M | 0.22% | +1,062+9.4% | Added |
| Aviance Capital Partners, LLC | 12,391 | $2.32M | 0.50% | 00.0% | Unchanged |
| GFG Capital, LLC | 12,459 | $2.33M | 0.63% | −140−1.1% | Reduced |
| Ahl Investment Management, Inc. | 12,596 | $2.36M | 1.93% | −70−0.6% | Reduced |
| Cornercap Investment Counsel Inc | 12,621 | $2.36M | 0.39% | +6,771+115.7% | Added |
| Signaturefd, LLC | 12,643 | $2.37M | 0.05% | +744+6.3% | Added |
| Insight Inv LLC | 12,696 | $2.38M | 2.33% | +70+0.6% | Added |
| Herbst Group, LLC | 12,706 | $2.38M | 1.53% | +106+0.8% | Added |
| Jacobi Capital Management LLC | 12,716 | $2.38M | 0.24% | −196−1.5% | Reduced |