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 |
|---|---|---|---|---|---|
| Condor Capital Management | 17,898 | $3.35M | 0.36% | +3,132+21.2% | Added |
| Callahan Advisors, LLC | 17,957 | $3.36M | 0.39% | −24−0.1% | Reduced |
| Cetera Advisors LLC | 17,989 | $3.37M | 0.05% | +432+2.5% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $3.38M | 1.00% | −275−1.5% | Reduced |
| Toroso Investments, LLC | 18,034 | $3.38M | 0.08% | +1,289+7.7% | Added |
| Selway Asset Management | 18,137 | $3.40M | 1.43% | +392+2.2% | Added |
| Goelzer Investment Management, Inc. | 18,141 | $3.40M | 0.22% | −1,267−6.5% | Reduced |
| Mount Vernon Associates Inc | 18,146 | $3.40M | 3.33% | −200−1.1% | Reduced |
| Hilltop Holdings Inc. | 18,160 | $3.40M | 0.39% | +13,925+328.8% | Added |
| M. Kulyk & Associates, LLC | 18,170 | $3.40M | 0.79% | −900−4.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,222 | $3.41M | 0.09% | −142−0.8% | Reduced |
| WP Advisors, LLC | 18,243 | $3.42M | 1.27% | −39−0.2% | Reduced |
| Everence Capital Management Inc | 18,254 | $3.42M | 0.24% | +6,060+49.7% | Added |
| Cullen Capital Management LLC | 18,289 | $3.43M | 0.05% | −6,048−24.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 18,409 | $3.45M | 0.20% | +2,636+16.7% | Added |
| CSM Advisors, LLC | 18,535 | $3.47M | 0.25% | −104−0.6% | Reduced |
| Buckhead Capital Management LLC | 18,541 | $3.47M | 1.29% | +175+1.0% | Added |
| iA Global Asset Management Inc. | 18,558 | $3.48M | 0.08% | +12,142+189.2% | Added |
| Shell Asset Management Co | 18,765 | $3.52M | 0.16% | −4,702−20.0% | Reduced |
| AIA Group Ltd | 18,778 | $3.52M | 0.14% | +1,740+10.2% | Added |
| Morton Community Bank | 18,866 | $3.53M | 1.16% | +18,866 | New |
| Courier Capital LLC | 18,890 | $3.54M | 0.27% | −600−3.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,898 | $3.54M | 0.21% | +390+2.1% | Added |
| Connectus Wealth, LLC | 18,990 | $3.56M | 0.07% | −984−4.9% | Reduced |
| Stone Point Wealth LLC | 19,041 | $3.57M | 1.37% | −1,015−5.1% | Reduced |
| Kingsview Wealth Management, LLC | 19,071 | $3.57M | 0.11% | −639−3.2% | Reduced |
| Modera Wealth Management, LLC | 19,082 | $3.57M | 0.06% | −93−0.5% | Reduced |
| CWM, LLC | 19,103 | $3.58M | 0.02% | +137+0.7% | Added |
| Barden Capital Management, Inc. | 23,360 | $3.59M | 2.93% | +13,260+131.3% | Added |
| Optimas Capital Ltd | 19,200 | $3.60M | 3.39% | +19,200 | New |
| Park National Corp | 19,289 | $3.61M | 0.15% | −502−2.5% | Reduced |
| Eisler Capital (UK) Ltd. | 19,314 | $3.62M | 0.33% | −194,775−91.0% | Reduced |
| Oliver Luxxe Assets LLC | 19,480 | $3.65M | 0.86% | +44+0.2% | Added |
| Snowden Capital Advisors LLC | 19,799 | $3.71M | 0.14% | +209+1.1% | Added |
| Kathleen S. Wright Associates Inc. | 20,227 | $3.72M | 1.89% | −1,000−4.7% | Reduced |
| NBT Bank N A | 19,845 | $3.72M | 0.29% | +658+3.4% | Added |
| Northstar Group, Inc. | 19,899 | $3.73M | 0.81% | +1,995+11.1% | Added |
| Auto-Owners Insurance Co | 19,950 | $3.74M | 0.11% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 20,078 | $3.76M | 0.12% | −830−4.0% | Reduced |
| Sendero Wealth Management, LLC | 20,080 | $3.76M | 0.71% | +17,266+613.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.77M | 1.97% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,253 | $3.79M | 0.10% | −699−3.3% | Reduced |
| Stephens Inc | 20,270 | $3.80M | 0.07% | −233−1.1% | Reduced |
| TownSquare Capital, LLC | 20,356 | $3.81M | 0.07% | −1,571−7.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,510 | $3.84M | 0.27% | −30.0% | Reduced |
| Foster Group, Inc. | 25,780 | $3.85M | 0.24% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 20,535 | $3.85M | 0.04% | −7,641−27.1% | Reduced |
| Gilman Hill Asset Management, LLC | 20,537 | $3.85M | 0.72% | +165+0.8% | Added |
| ProVise Management Group, LLC | 20,702 | $3.88M | 0.33% | +591+2.9% | Added |
| LaFleur & Godfrey LLC | 20,814 | $3.90M | 0.58% | +979+4.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,831 | $3.90M | 0.26% | +20,831 | New |
| BFSG, LLC | 21,124 | $3.96M | 0.58% | +301+1.4% | Added |
| Salvus Wealth Management, LLC | 21,146 | $3.96M | 2.82% | −435−2.0% | Reduced |
| Quantinno Capital Management LP | 21,155 | $3.96M | 0.14% | +5,327+33.7% | Added |
| Empirical Finance, LLC | 21,188 | $3.97M | 0.28% | 00.0% | Unchanged |
| Greenleaf Trust | 21,205 | $3.97M | 0.04% | −296−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 21,250 | $3.98M | 0.07% | +3,967+23.0% | Added |
| Chicago Trust Co NA | 21,253 | $3.98M | 0.89% | −823−3.7% | Reduced |
| Integrated Advisors Network LLC | 21,383 | $4.01M | 0.23% | +19,535+1,057.1% | Added |
| Univest Financial Corp | 21,464 | $4.02M | 1.19% | −67−0.3% | Reduced |
| EP Wealth Advisors, LLC | 21,605 | $4.05M | 0.05% | +1,700+8.5% | Added |
| Bremer Bank National Association | 21,606 | $4.05M | 0.75% | +21,606 | New |
| Fiduciary Group LLC | 21,767 | $4.08M | 0.48% | −109−0.5% | Reduced |
| Stonegate Investment Group, LLC | 21,772 | $4.08M | 0.14% | −932−4.1% | Reduced |
| Hodges Capital Management Inc. | 21,827 | $4.09M | 0.22% | +5,022+29.9% | Added |
| Credit Agricole S A | 21,833 | $4.09M | 0.08% | −3,403−13.5% | Reduced |
| Coastline Trust Co | 22,166 | $4.15M | 0.55% | −278−1.2% | Reduced |
| Family Management Corp | 22,170 | $4.15M | 0.86% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 22,208 | $4.16M | 0.40% | +426+2.0% | Added |
| Chemistry Wealth Management LLC | 22,249 | $4.17M | 1.26% | −20.0% | Reduced |
| Naples Global Advisors, LLC | 22,291 | $4.18M | 0.46% | +737+3.4% | Added |
| Chapman Investment Management, LLC | 22,334 | $4.18M | 3.19% | +599+2.8% | Added |
| Hutner Capital Management Inc | 22,606 | $4.24M | 2.50% | −405−1.8% | Reduced |
| Magellan Asset Management Ltd | 22,611 | $4.24M | 0.04% | +21,389+1,750.3% | Added |
| New England Asset Management Inc | 22,800 | $4.27M | 0.69% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 22,934 | $4.30M | 0.23% | −212−0.9% | Reduced |
| Grassi Investment Management | 22,960 | $4.30M | 0.45% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 22,975 | $4.30M | 2.20% | +245+1.1% | Added |
| RBF Capital, LLC | 23,000 | $4.31M | 0.27% | 00.0% | Unchanged |
| Ieq Capital, LLC | 23,030 | $4.31M | 0.07% | +2,319+11.2% | Added |
| Synovus Financial Corp | 23,059 | $4.32M | 0.06% | −7,644−24.9% | Reduced |
| Wisconsin Capital Management LLC | 23,158 | $4.34M | 2.58% | +333+1.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 23,397 | $4.38M | 0.51% | −69−0.3% | Reduced |
| Metropolitan Life Insurance Co | 23,433 | $4.39M | 0.21% | −639−2.7% | Reduced |
| Overbrook Management Corp | 23,437 | $4.39M | 0.89% | −357−1.5% | Reduced |
| Birmingham Capital Management Co Inc | 23,599 | $4.42M | 1.75% | −1,700−6.7% | Reduced |
| Sandhill Capital Partners LLC | 23,603 | $4.42M | 0.37% | −2,493−9.6% | Reduced |
| KMG Fiduciary Partners, LLC | 23,795 | $4.46M | 0.52% | +47+0.2% | Added |
| Freestone Capital Holdings, LLC | 23,847 | $4.47M | 0.20% | +20+0.1% | Added |
| GYL Financial Synergies, LLC | 23,873 | $4.47M | 0.37% | −114−0.5% | Reduced |
| First Hawaiian Bank | 23,941 | $4.49M | 0.14% | +525+2.2% | Added |
| Chatham Capital Group, Inc. | 24,159 | $4.53M | 0.92% | +975+4.2% | Added |
| Trinity Legacy Partners, LLC | 24,176 | $4.53M | 1.43% | +56+0.2% | Added |
| Concentric Wealth Management, LLC | 24,280 | $4.55M | 1.32% | +401+1.7% | Added |
| Raymond James Trust N.A. | 24,328 | $4.56M | 0.12% | +2,676+12.4% | Added |
| Silvant Capital Management LLC | 24,357 | $4.56M | 0.25% | −2,125−8.0% | Reduced |
| Two Sigma Securities, LLC | 24,480 | $4.59M | 0.21% | −6,254−20.3% | Reduced |
| Advisory Services Network, LLC | 24,533 | $4.60M | 0.11% | +1,539+6.7% | Added |
| Adviser Investments LLC | 24,689 | $4.63M | 0.07% | +11,367+85.3% | Added |
| Wetherby Asset Management Inc | 24,727 | $4.63M | 0.24% | +658+2.7% | Added |