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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.

Institutional holdersQ4 2023: 2,192 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2023: $114.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2023.

Institutions holding AXP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dividend Assets Capital, LLC186$35.0K0.01%00.0%Unchanged
Rogco, LP187$35.0K0.02%−35−15.8%Reduced
GW&K Investment Management, LLC190$36.0K0.00%−14−6.9%Reduced
Chelsea Counsel Co200$37.5K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC200$37.5K0.01%00.0%Unchanged
Ravenstone Capital Management Inc.200$37.5K0.03%00.0%Unchanged
Delos Wealth Advisors, LLC200$37.5K0.06%+200New
Transcendent Capital Group LLC200$37.5K0.02%+200New
Jackson, Grant Investment Advisers, Inc.203$38.0K0.02%00.0%Unchanged
LGT Financial Advisors LLC207$38.8K0.05%−5−2.4%Reduced
Coppell Advisory Solutions LLC209$39.2K0.01%+119+132.2%Added
Glen Eagle Advisors, LLC211$39.5K0.01%−19−8.3%Reduced
GoalVest Advisory LLC224$42.0K0.02%−66−22.8%Reduced
Winthrop Capital Management, LLC230$43.1K0.01%+230New
Financial Perspectives, Inc232$43.4K0.02%+3+1.3%Added
Operose Advisors LLC233$43.6K0.02%−42−15.3%Reduced
Atlas Capital Advisors LLC234$43.8K0.01%00.0%Unchanged
FSA Wealth Management LLC243$46.0K0.02%+243New
Carmichael Hill & Associates, Inc.249$46.6K0.02%+27+12.2%Added
Ables, Iannone, Moore & Associates, Inc.250$46.8K0.04%+250New
Institutional & Family Asset Management, LLC251$47.1K0.01%00.0%Unchanged
Hoese & Co LLP280$47.8K0.05%00.0%Unchanged
Stephens Consulting, LLC258$48.3K0.02%00.0%Unchanged
Wiser Advisor Group LLC260$48.7K0.08%+260New
Global Wealth Strategies & Associates272$51.0K0.02%00.0%Unchanged
Richardson Financial Services Inc.274$51.3K0.04%+274New
Coston, McIsaac & Partners279$52.0K0.02%00.0%Unchanged
Ritter Daniher Financial Advisory LLC293$54.9K0.02%−32−9.8%Reduced
Covestor Ltd293$55.0K0.04%−6−2.0%Reduced
AllSquare Wealth Management LLC296$55.5K0.03%00.0%Unchanged
Lee Financial Co300$56.2K0.01%−63−17.4%Reduced
Riggs Asset Managment Co. Inc.300$56.2K0.02%00.0%Unchanged
FWL Investment Management, LLC300$56.2K0.03%00.0%Unchanged
Naples Money Management LLC301$56.3K0.05%+301New
EntryPoint Capital, LLC302$56.6K0.05%+302New
Voisard Asset Management Group, Inc.305$57.1K0.03%+305New
Tidemark, LLC315$59.0K0.04%+315New
Criterion Capital Advisors, LLC320$59.9K0.04%+320New
Private Wealth Management Group, LLC321$60.1K0.03%+321New
Planned Solutions, Inc.324$60.7K0.03%+324New
Atlantic Edge Private Wealth Management, LLC325$60.9K0.02%+325New
EdgeRock Capital LLC305$63.1K0.05%+305New
Sound Income Strategies, LLC339$63.6K0.01%+80+30.9%Added
Pinnacle Bancorp, Inc.355$66.5K0.02%+15+4.4%Added
Oliver Lagore Vanvalin Investment Group359$67.3K0.03%00.0%Unchanged
Bell Investment Advisors, Inc359$67.3K0.01%+123+52.1%Added
Tacita Capital Inc360$67.4K0.05%00.0%Unchanged
Northwest Financial Advisors364$68.3K0.06%+364New
Ironwood Wealth Management, Inc.377$69.8K0.04%00.0%Unchanged
Johnson Financial Group, Inc.373$69.9K0.00%−22−5.6%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA378$70.8K0.03%+378New
Creative Financial Designs Inc382$71.6K0.01%−35−8.4%Reduced
Turtle Creek Wealth Advisors, LLC393$73.6K0.02%+393New
Logan Capital Management Inc400$74.9K0.00%00.0%Unchanged
Field & Main Bank400$74.9K0.03%00.0%Unchanged
Fortitude Family Office, LLC402$75.3K0.06%+402New
Gleason Group, Inc.405$76.0K0.02%+1+0.2%Added
Bay Harbor Wealth Management, LLC421$78.9K0.03%00.0%Unchanged
Addison Advisors LLC430$80.6K0.03%+174+68.0%Added
PrairieView Partners, LLC440$82.0K0.01%−76−14.7%Reduced
Financial Freedom, LLC440$82.4K0.05%00.0%Unchanged
Concord Wealth Partners441$82.6K0.02%−217−33.0%Reduced
Pacific Center for Financial Services450$84.3K0.03%00.0%Unchanged
Cassady Schiller Wealth Management, LLC451$84.5K0.04%00.0%Unchanged
Leonteq Securities AG469$87.9K0.01%−7,258−93.9%Reduced
Annis Gardner Whiting Capital Advisors, LLC469$87.9K0.04%+3+0.6%Added
JCIC Asset Management Inc.470$88.0K0.04%00.0%Unchanged
Bogart Wealth, LLC483$90.6K0.01%+12+2.5%Added
Core Wealth Advisors, Inc.497$93.1K0.03%−44−8.1%Reduced
Fairman Group, LLC510$95.5K0.09%+510New
West Paces Advisors Inc.512$95.9K0.03%+15+3.0%Added
AlphaMark Advisors, LLC518$97.0K0.04%00.0%Unchanged
Moser Wealth Advisors, LLC520$97.4K0.06%+520New
Beaird Harris Wealth Management, LLC524$98.1K0.01%+24+4.8%Added
Slocum, Gordon & Co LLP533$99.9K0.09%00.0%Unchanged
Birchbrook, Inc.534$100.0K0.07%+534New
AdvisorNet Financial, Inc535$100.3K0.01%+71+15.3%Added
Planning Capital Management Corp544$101.9K0.08%+544New
Westchester Capital Management, Inc.560$104.9K0.03%00.0%Unchanged
First Pacific Financial563$105.5K0.03%00.0%Unchanged
American State Bank (Iowa)570$106.8K0.07%00.0%Unchanged
Core Alternative Capital578$108.2K0.02%−57−9.0%Reduced
Strategic Investment Solutions, Inc.583$109.2K0.02%−9,154−94.0%Reduced
Salomon & Ludwin, LLC738$110.1K0.01%00.0%Unchanged
Centiva Capital, LP588$110.2K0.01%−17,979−96.8%Reduced
Security National Bank600$112.4K0.03%+600New
TFC Financial Management601$112.6K0.02%−1−0.2%Reduced
Hantz Financial Services, Inc.605$113.0K0.00%+11+1.9%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH628$117.7K0.00%+628New
Western Pacific Wealth Management, LP634$118.8K0.09%+634New
WealthCollab, LLC638$119.5K0.09%+638New
Legacy Bridge, LLC640$119.9K0.08%−225−26.0%Reduced
Cape Investment Advisory, Inc.640$120.0K0.06%+88+15.9%Added
Arlington Trust Co LLC649$121.6K0.03%+649New
Avion Wealth651$122.0K0.03%−93−12.5%Reduced
Kiely Wealth Advisory Group, Inc.600$122.7K0.07%+600New
ICA Group Wealth Management, LLC655$122.7K0.03%+655New
Versant Capital Management, Inc658$123.3K0.04%+17+2.7%Added
Front Street Capital Management, Inc.675$126.0K0.03%+675New
Deseret Mutual Benefit Administrators677$126.8K0.07%−200−22.8%Reduced