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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 12,750 | $2.39M | 1.02% | +200+1.6% | Added |
| Teamwork Financial Advisors, LLC | 12,762 | $2.39M | 0.41% | −27,940−68.6% | Reduced |
| Montag A & Associates Inc | 12,795 | $2.40M | 0.13% | +548+4.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,835 | $2.40M | 1.73% | −685−5.1% | Reduced |
| Sawyer & Company, Inc | 12,845 | $2.41M | 1.06% | −550−4.1% | Reduced |
| West Oak Capital, LLC | 13,217 | $2.41M | 1.13% | +123+0.9% | Added |
| Coldstream Capital Management Inc | 12,982 | $2.43M | 0.07% | +989+8.2% | Added |
| Quadrant Capital Group LLC | 13,004 | $2.44M | 0.21% | +320+2.5% | Added |
| Smith, Salley & Associates | 13,094 | $2.45M | 0.16% | +300+2.3% | Added |
| Cullen Investment Group, Ltd. | 13,130 | $2.46M | 0.43% | +13,130 | New |
| South State Corp. | 13,143 | $2.46M | 0.21% | +11,788+870.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 13,191 | $2.47M | 0.60% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 13,205 | $2.47M | 0.09% | +6,705+103.2% | Added |
| Vestcor Inc | 13,314 | $2.49M | 0.08% | −143−1.1% | Reduced |
| Lincoln National Corp | 13,317 | $2.49M | 0.04% | +676+5.3% | Added |
| Gladstone Institutional Advisory LLC | 13,321 | $2.50M | 0.14% | +531+4.2% | Added |
| Welch Group, LLC | 13,342 | $2.50M | 0.13% | +1,000+8.1% | Added |
| Commerzbank Aktiengesellschaft | 13,360 | $2.50M | 0.10% | −24,644−64.8% | Reduced |
| Colonial Trust Co | 13,365 | $2.50M | 0.52% | +1,987+17.5% | Added |
| First Dallas Securities Inc. | 13,374 | $2.50M | 1.29% | +11,849+777.0% | Added |
| Impax Asset Management Group plc | 13,409 | $2.51M | 0.01% | +181+1.4% | Added |
| CAPROCK Group, Inc. | 13,417 | $2.51M | 0.16% | +593+4.6% | Added |
| Greenfield Savings Bank | 13,440 | $2.52M | 1.46% | +248+1.9% | Added |
| Invesco, LLC | 13,475 | $2.52M | 1.17% | −110−0.8% | Reduced |
| Columbia Asset Management | 13,539 | $2.54M | 0.52% | +114+0.8% | Added |
| TD Private Client Wealth LLC | 13,547 | $2.54M | 0.09% | +49+0.4% | Added |
| Peoples Financial Services Corp. | 13,571 | $2.54M | 1.10% | −260−1.9% | Reduced |
| Boston Family Office LLC | 13,602 | $2.55M | 0.19% | −110−0.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 13,634 | $2.55M | 0.23% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 13,669 | $2.56M | 0.07% | +1,102+8.8% | Added |
| Fort Sheridan Advisors LLC | 13,682 | $2.56M | 0.51% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 13,751 | $2.58M | 1.51% | +454+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 13,778 | $2.58M | 0.14% | +480+3.6% | Added |
| Proequities, Inc. | 13,780 | $2.58M | 0.18% | −1,019−6.9% | Reduced |
| Benedict Financial Advisors Inc | 13,784 | $2.58M | 0.70% | +355+2.6% | Added |
| Grandfield & Dodd, LLC | 13,800 | $2.59M | 0.18% | −850−5.8% | Reduced |
| TCTC Holdings, LLC | 13,838 | $2.59M | 0.09% | +133+1.0% | Added |
| Townsend & Associates, Inc | 14,028 | $2.61M | 0.33% | +68+0.5% | Added |
| Equitable Holdings, Inc. | 14,009 | $2.62M | 0.03% | +2,385+20.5% | Added |
| Brendel Financial Advisors LLC | 14,021 | $2.63M | 1.72% | +14,021 | New |
| Webster Bank, N. A. | 14,040 | $2.63M | 0.32% | −395−2.7% | Reduced |
| Concurrent Investment Advisors, LLC | 14,041 | $2.63M | 0.12% | +14,041 | New |
| Rehmann Capital Advisory Group | 14,128 | $2.65M | 0.22% | −570−3.9% | Reduced |
| Investment Advisory Services Inc | 14,179 | $2.66M | 1.05% | −158−1.1% | Reduced |
| Alps Advisors Inc | 14,256 | $2.67M | 0.02% | +394+2.8% | Added |
| Park Avenue Securities LLC | 14,256 | $2.67M | 0.04% | +3,503+32.6% | Added |
| Wynn Capital, LLC | 14,315 | $2.68M | 2.19% | +14,315 | New |
| Eads & Heald Wealth Management | 14,358 | $2.69M | 1.29% | −205−1.4% | Reduced |
| Trust Co of Vermont | 14,364 | $2.69M | 0.18% | −12,238−46.0% | Reduced |
| Valicenti Advisory Services Inc | 14,430 | $2.70M | 0.82% | +14,430 | New |
| Kanawha Capital Management LLC | 14,552 | $2.73M | 0.25% | −201−1.4% | Reduced |
| Intrinsic Value Partners, LLC | 14,649 | $2.74M | 3.20% | −180−1.2% | Reduced |
| Conscious Wealth Investments, LLC | 14,612 | $2.75M | 2.19% | +14,612 | New |
| Chartwell Investment Partners, LLC | 14,687 | $2.75M | 0.10% | +1,154+8.5% | Added |
| Sound View Wealth Advisors Group, LLC | 14,707 | $2.76M | 0.30% | +1,633+12.5% | Added |
| Bulltick Wealth Management, LLC | 14,748 | $2.76M | 0.63% | +268+1.9% | Added |
| Evercore Wealth Management, LLC | 14,764 | $2.77M | 0.05% | −163−1.1% | Reduced |
| William Allan, LLC | 14,797 | $2.77M | 1.99% | −827−5.3% | Reduced |
| Sequoia Financial Advisors, LLC | 14,850 | $2.78M | 0.03% | +4,153+38.8% | Added |
| Tower Bridge Advisors | 15,077 | $2.82M | 0.24% | −50−0.3% | Reduced |
| Compass Wealth Management LLC | 15,084 | $2.83M | 0.79% | −200−1.3% | Reduced |
| FJ Investments, LLC | 15,200 | $2.85M | 0.14% | +15,200 | New |
| Pettee Investors, Inc. | 15,366 | $2.88M | 1.27% | −200−1.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,390 | $2.88M | 1.34% | +15,390 | New |
| Empire Financial Management Company, LLC | 15,413 | $2.89M | 1.13% | +325+2.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,489 | $2.90M | 0.01% | +1,538+11.0% | Added |
| Beese Fulmer Investment Management, Inc. | 15,534 | $2.91M | 0.30% | −212−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 15,617 | $2.93M | 0.12% | +1,407+9.9% | Added |
| Boston Private Wealth LLC | 15,659 | $2.93M | 0.07% | −5,379−25.6% | Reduced |
| Lincoln Capital LLC | 15,733 | $2.95M | 0.72% | +75+0.5% | Added |
| Acadian Asset Management LLC | 15,791 | $2.96M | 0.01% | +8,652+121.2% | Added |
| Azimuth Capital Investment Management LLC | 15,791 | $2.96M | 0.13% | −2,439−13.4% | Reduced |
| Ballentine Partners, LLC | 15,824 | $2.96M | 0.06% | +2,945+22.9% | Added |
| Brave Asset Management Inc | 16,038 | $3.00M | 0.85% | +42+0.3% | Added |
| Ostrum Asset Management | 16,039 | $3.00M | 0.26% | +1,497+10.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,082 | $3.01M | 0.09% | −413−2.5% | Reduced |
| Integrated Wealth Concepts LLC | 16,285 | $3.05M | 0.05% | −1,986−10.9% | Reduced |
| Canandaigua National Bank & Trust Co | 16,385 | $3.07M | 0.47% | −562−3.3% | Reduced |
| NewEdge Wealth, LLC | 16,519 | $3.09M | 0.08% | +2,960+21.8% | Added |
| Nemes Rush Group LLC | 16,664 | $3.12M | 0.50% | −121−0.7% | Reduced |
| Lodestone Wealth Management LLC | 16,687 | $3.13M | 1.82% | −140−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 16,760 | $3.14M | 0.30% | −1,260−7.0% | Reduced |
| NorthRock Partners, LLC | 16,835 | $3.15M | 0.13% | +12,068+253.2% | Added |
| Panagora Asset Management Inc | 16,911 | $3.17M | 0.02% | −28,896−63.1% | Reduced |
| Pring Turner Capital Group Inc | 16,973 | $3.18M | 2.43% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 17,165 | $3.22M | 0.57% | −3,208−15.7% | Reduced |
| Shelton Capital Management | 17,208 | $3.22M | 0.10% | −6,312−26.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 17,245 | $3.23M | 0.07% | −4,119−19.3% | Reduced |
| Mathes Company, Inc. | 17,315 | $3.24M | 1.34% | +25+0.1% | Added |
| Veriti Management LLC | 17,392 | $3.26M | 0.29% | +8,995+107.1% | Added |
| Groupama Asset Managment | 17,450 | $3.27M | 0.09% | +17,450 | New |
| Strata Wealth Advisors, LLC | 17,479 | $3.27M | 1.29% | +17,479 | New |
| Glenview Trust Co | 17,509 | $3.28M | 0.08% | +1,979+12.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 17,528 | $3.28M | 1.80% | −11,714−40.1% | Reduced |
| Avantax Advisory Services, Inc. | 17,666 | $3.31M | 0.03% | +3,731+26.8% | Added |
| NVWM, LLC | 17,703 | $3.32M | 0.99% | −162−0.9% | Reduced |
| Bill Few Associates, Inc. | 17,705 | $3.32M | 1.51% | −140−0.8% | Reduced |
| Connable Office Inc | 17,803 | $3.34M | 0.40% | −72−0.4% | Reduced |
| Richard Bernstein Advisors LLC | 17,834 | $3.34M | 0.07% | −2,402−11.9% | Reduced |
| Elgethun Capital Management | 17,891 | $3.35M | 0.95% | −186−1.0% | Reduced |