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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 679 | $127.0K | 0.02% | −6−0.9% | Reduced |
| First Community Trust NA | 685 | $128.3K | 0.14% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 693 | $129.8K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 696 | $130.4K | 0.12% | +696 | New |
| Castleview Partners, LLC | 721 | $135.1K | 0.09% | +332+85.3% | Added |
| Pathway Financial Advisers, LLC | 743 | $139.3K | 0.05% | +9+1.2% | Added |
| Vestor Capital, LLC | 745 | $140.0K | 0.01% | +408+121.1% | Added |
| Avalon Trust Co | 751 | $140.7K | 0.01% | +66+9.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 758 | $142.0K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 758 | $142.0K | 0.08% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 770 | $144.3K | 0.03% | −19−2.4% | Reduced |
| Kelly Financial Services LLC | 782 | $146.4K | 0.06% | +2+0.3% | Added |
| 1832 Asset Management L.P. | 795 | $148.9K | 0.00% | −9−1.1% | Reduced |
| Mascoma Wealth Management LLC | 809 | $151.6K | 0.05% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 820 | $153.3K | 0.03% | −1,605−66.2% | Reduced |
| DecisionPoint Financial, LLC | 825 | $154.5K | 0.07% | +550+200.0% | Added |
| Orion Capital Management LLC | 840 | $157.4K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 865 | $162.1K | 0.15% | +5+0.6% | Added |
| PFG Private Wealth Management, LLC | 879 | $164.7K | 0.11% | −9−1.0% | Reduced |
| Trifecta Capital Advisors, LLC | 887 | $166.1K | 0.05% | +1+0.1% | Added |
| Day & Ennis, LLC | 887 | $166.2K | 0.06% | +887 | New |
| Northwest Capital Management Inc | 888 | $166.4K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 902 | $169.0K | 0.01% | −67−6.9% | Reduced |
| West Branch Capital LLC | 934 | $175.0K | 0.08% | +50+5.7% | Added |
| General Partner, Inc. | 936 | $175.3K | 0.15% | 00.0% | Unchanged |
| Truvestments Capital LLC | 965 | $180.8K | 0.08% | +1+0.1% | Added |
| Osterweis Capital Management Inc | 982 | $184.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 982 | $184.0K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $187.3K | 0.10% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 1,000 | $187.3K | 0.06% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $188.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,040 | $195.0K | 0.03% | −29−2.7% | Reduced |
| AJOVista, LLC | 1,048 | $196.3K | 0.25% | +1,048 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,059 | $198.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,065 | $199.5K | 0.07% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,065 | $200.0K | 0.08% | +1,065 | New |
| Gallacher Capital Management LLC | 1,068 | $200.0K | 0.11% | +1,068 | New |
| Quantum Financial Advisors, LLC | 1,073 | $200.9K | 0.05% | +1,073 | New |
| Bristlecone Advisors, LLC | 1,076 | $201.6K | 0.02% | +1,076 | New |
| TrueWealth Advisors, LLC | 1,078 | $202.0K | 0.08% | +1,078 | New |
| Seeds Investor LLC | 1,085 | $203.2K | 0.23% | +1,085 | New |
| Glass Jacobson Investment Advisors llc | 1,085 | $203.3K | 0.08% | −107−9.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,086 | $203.5K | 0.09% | +1,086 | New |
| Vista Investment Management | 1,086 | $203.5K | 0.09% | +1,086 | New |
| Paragon Capital Management Ltd | 1,087 | $203.6K | 0.04% | +1,087 | New |
| Inscription Capital, LLC | 1,089 | $204.0K | 0.06% | +1,089 | New |
| BEAM Asset Management, LLC | 1,089 | $204.0K | 0.13% | +1,089 | New |
| Crew Capital Management, Ltd. | 1,090 | $204.2K | 0.21% | +1,090 | New |
| Alliance Wealth Advisors, LLC | 1,090 | $204.2K | 0.07% | +1,090 | New |
| Probity Advisors, Inc. | 1,091 | $204.4K | 0.04% | −309−22.1% | Reduced |
| CVA Family Office, LLC | 1,091 | $204.4K | 0.04% | +1,091 | New |
| Greenwich Wealth Management LLC | 1,101 | $206.0K | 0.02% | +1,101 | New |
| Old Second National Bank of Aurora | 1,100 | $206.1K | 0.06% | −455−29.3% | Reduced |
| Reinhart Partners, Inc. | 1,100 | $206.1K | 0.01% | +1,100 | New |
| Capital Market Strategies LLC | 1,103 | $206.6K | 0.18% | +1,103 | New |
| Levy Wealth Management Group, LLC | 1,103 | $206.7K | 0.06% | +1,103 | New |
| Fenimore Asset Management Inc | 1,105 | $207.0K | 0.00% | +1,105 | New |
| First Financial Corp | 1,106 | $207.2K | 0.11% | +461+71.5% | Added |
| Keel Point, LLC | 1,106 | $207.3K | 0.02% | +1,106 | New |
| Keebeck Wealth Management, LLC | 1,108 | $207.6K | 0.03% | +1,108 | New |
| Delta Financial Advisors LLC | 1,111 | $208.2K | 0.09% | +1,111 | New |
| Catalina Capital Group, LLC | 1,121 | $210.0K | 0.16% | +1,121 | New |
| Breed's Hill Capital LLC | 1,123 | $210.4K | 0.20% | +1,123 | New |
| Hudock, Inc. | 1,131 | $211.9K | 0.05% | +1,131 | New |
| Global Financial Private Client, LLC | 1,132 | $212.1K | 0.10% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,147 | $212.2K | 0.05% | +1,147 | New |
| Farmers National Bank | 1,133 | $212.3K | 0.07% | +1,133 | New |
| Clifford Group, LLC | 1,136 | $212.8K | 0.20% | +1,136 | New |
| Smith Chas P & Associates Pa Cpas | 1,137 | $213.0K | 0.01% | +1,137 | New |
| James J. Burns & Company, LLC | 1,135 | $213.0K | 0.05% | +1,135 | New |
| Gunn & Co Investment Management, Inc. | 1,137 | $213.0K | 0.01% | +1,137 | New |
| Mendel Capital Management LLC | 1,138 | $213.2K | 0.15% | +1,138 | New |
| Rosenberg Matthew Hamilton | 1,140 | $213.6K | 0.07% | +73+6.8% | Added |
| MQS Management LLC | 1,144 | $214.3K | 0.12% | −418−26.8% | Reduced |
| Spartan Planning & Wealth Management | 1,147 | $214.9K | 0.23% | +1,147 | New |
| Hoxton Planning & Management, LLC | 1,147 | $215.0K | 0.11% | +1,147 | New |
| ORG Partners LLC | 1,150 | $215.4K | 0.04% | +575+100.0% | Added |
| Weybosset Research & Management LLC | 1,150 | $215.4K | 0.08% | +1,150 | New |
| Silver Oak Securities, Inc | 1,150 | $215.5K | 0.03% | +1,150 | New |
| True North Advisors, LLC | 1,155 | $216.4K | 0.06% | −7,329−86.4% | Reduced |
| FLC Capital Advisors | 1,155 | $216.4K | 0.06% | +1,155 | New |
| DF Dent & Co Inc | 1,157 | $216.8K | 0.00% | +1,157 | New |
| Silvia McColl Wealth Management, LLC | 1,165 | $218.3K | 0.20% | +1,165 | New |
| Monticello Wealth Management, LLC | 1,166 | $218.3K | 0.02% | +1,166 | New |
| Sax Wealth Advisors, LLC | 1,171 | $219.4K | 0.04% | +1,171 | New |
| Wedge Capital Management L L P | 1,172 | $219.6K | 0.00% | +1,172 | New |
| Tortoise Investment Management, LLC | 1,174 | $219.9K | 0.03% | −125−9.6% | Reduced |
| Montgomery Investment Management Inc | 1,175 | $220.1K | 0.07% | +1,175 | New |
| Ausdal Financial Partners, Inc. | 1,175 | $220.1K | 0.03% | +1,175 | New |
| Family Firm, Inc. | 1,176 | $220.3K | 0.06% | +1,176 | New |
| Oarsman Capital, Inc. | 1,176 | $220.3K | 0.06% | +1,176 | New |
| One Day In July LLC | 1,193 | $223.5K | 0.03% | +1,193 | New |
| SevenBridge Financial Group, LLC | 1,195 | $223.9K | 0.05% | +1,195 | New |
| Berger Financial Group, Inc | 1,195 | $223.9K | 0.02% | +1,195 | New |
| Fountainhead AM, LLC | 1,196 | $224.1K | 0.06% | +1,196 | New |
| Gryphon Financial Partners LLC | 1,219 | $224.4K | 0.04% | +1,219 | New |
| Regent Peak Wealth Advisors LLC | 1,199 | $224.6K | 0.06% | +1,199 | New |
| Omega Financial Group, LLC | 1,200 | $224.8K | 0.10% | +1,200 | New |
| Sherbrooke Park Advisers LLC | 1,202 | $225.2K | 0.11% | −6,148−83.6% | Reduced |
| Carmel Capital Partners, LLC | 1,203 | $225.4K | 0.12% | −293−19.6% | Reduced |