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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
Centaurus Financial, Inc.1,211$227.0K0.02%+102+9.2%Added
Key Financial Inc1,213$227.2K0.06%00.0%Unchanged
First National Corp1,213$227.3K0.06%+1,213New
Abacus Planning Group, Inc.1,214$227.4K0.05%+1,214New
Firestone Capital Management1,215$227.6K0.07%+1,215New
Kure Advisory, LLC1,217$228.0K0.12%+1,217New
Revolve Wealth Partners, LLC1,219$228.4K0.04%+1,219New
Angeles Wealth Management, LLC1,219$228.4K0.03%+1,219New
Wealth Management Partners, LLC1,219$228.4K0.13%+1,219New
Heartwood Wealth Advisors LLC1,221$228.7K0.03%+1,221New
Fragasso Group Inc.1,224$229.3K0.02%+1,224New
Encompass Wealth Advisors, LLC1,230$230.4K0.07%+1,230New
Waterloo Capital, L.P.1,232$230.8K0.04%+1,232New
North Star Asset Management Inc1,236$231.6K0.01%+1,236New
Buckley Wealth Management, LLC1,237$231.7K0.08%+1,237New
Blue Square Asset Management, LLC1,240$232.3K0.15%+1,240New
Angeles Investment Advisors, LLC1,242$232.7K0.01%+1,242New
City State Bank1,245$233.0K0.12%−100−7.4%Reduced
GeoWealth Management, LLC1,242$233.0K0.02%+1,050+546.9%Added
Tanglewood Legacy Advisors, LLC1,247$233.6K0.13%00.0%Unchanged
Bridges Investment Management Inc1,250$234.2K0.01%+1,250New
Nichols & Pratt Advisers LLP1,250$234.2K0.02%+1,250New
E&G Advisors, LP1,250$234.2K0.08%−150−10.7%Reduced
Sand Hill Global Advisors, LLC1,252$234.6K0.01%+1,252New
Pacific Capital Wealth Advisors, Inc1,253$234.7K0.06%+1,253New
Certified Advisory Corp1,253$234.8K0.04%+1,253New
Pure Financial Advisors, Inc.1,255$235.0K0.01%−157−11.1%Reduced
KG&L Capital Management,LLC1,265$236.9K0.10%−799−38.7%Reduced
Southeast Asset Advisors Inc.1,265$237.0K0.03%+1,265New
Middleton & Co Inc1,269$237.7K0.03%+1,269New
ETF Portfolio Partners, Inc.1,269$237.7K0.08%+1,269New
Stockman Wealth Management, Inc.1,270$237.9K0.05%+1,270New
Port Capital LLC1,272$238.0K0.01%+1,272New
Merriman Wealth Management, LLC1,276$239.0K0.01%−520−29.0%Reduced
4J Wealth Management LLC1,278$239.4K0.22%+1,278New
Voya Financial Advisors, Inc.1,278$240.0K0.03%+1,278New
Cynosure Management, LLC1,285$240.7K0.04%+1,285New
Brandywine Oak Private Wealth LLC1,292$242.0K0.03%−53−3.9%Reduced
Fidelity D & D Bancorp Inc1,299$243.4K0.19%+1,299New
Heritage Financial Services, LLC1,300$243.5K0.04%+1,300New
Alan B. Lancz & Associates, Inc.1,300$243.5K0.26%+1,300New
Libra Wealth LLC1,300$243.5K0.12%+1,300New
Alpha Family Trust1,305$244.5K0.17%+1,305New
Murphy, Middleton, Hinkle & Parker, Inc.1,306$244.7K0.15%+1,306New
Kapstone Financial Advisors LLC1,305$245.4K0.19%−54−4.0%Reduced
Convergence Investment Partners, LLC1,316$246.0K0.13%+1,316New
Summit Asset Management, LLC1,315$246.4K0.06%+1,315New
Capital Markets Trading UK LLP1,319$247.0K0.18%−9,386−87.7%Reduced
Sittner & Nelson, LLC1,319$247.0K0.13%−379−22.3%Reduced
Cascade Investment Group, Inc.1,320$247.3K0.20%+1,320New
Heartland Bank & Trust Co1,320$247.3K0.17%+1,320New
Galvin, Gaustad & Stein, LLC1,321$247.5K0.02%+1,321New
Sandy Cove Advisors, LLC1,323$247.9K0.13%+1,323New
Burton Enright Welch1,329$249.0K0.07%−256−16.2%Reduced
Financial Advocates Investment Management1,331$249.3K0.02%−680−33.8%Reduced
Godsey & Gibb Associates1,337$250.5K0.03%00.0%Unchanged
Plante Moran Financial Advisors, LLC1,343$251.6K0.03%+97+7.8%Added
Thrive Capital Management, LLC1,345$252.0K0.13%+1,345New
Alpha Cubed Investments, LLC1,350$252.9K0.01%−326−19.5%Reduced
Advus Financial Partners, LLC1,353$253.4K0.09%−183−11.9%Reduced
Burns J W & Co Inc1,353$253.5K0.04%00.0%Unchanged
Cottonwood Capital Advisors, LLC1,355$254.0K0.21%+1,355New
Houlihan Financial Resource Group, Ltd.1,357$254.0K0.12%00.0%Unchanged
Claro Advisors LLC1,356$254.1K0.06%+1,356New
Ancora Advisors, LLC1,357$254.1K0.01%−162−10.7%Reduced
KLCM Advisors, Inc.1,358$254.3K0.04%+1,358New
AlTi Global, Inc.1,360$254.8K0.01%+1,360New
State of Wyoming1,365$255.7K0.05%−38−2.7%Reduced
Legacy Private Trust Co.1,365$255.7K0.02%00.0%Unchanged
Prelude Capital Management, LLC1,366$255.9K0.02%−333−19.6%Reduced
Zega Financial, LLC1,366$255.9K0.11%+1,366New
Advisors Management Group Inc1,369$256.0K0.07%00.0%Unchanged
Campbell & CO Investment Adviser LLC1,367$256.1K0.02%+1,367New
Birchcreek Wealth Management, LLC1,368$256.3K0.15%+1,368New
Oxford Financial Group Ltd1,372$257.0K0.02%+1,372New
Capital Advisors Inc1,372$257.1K0.01%+1,372New
Strait & Sound Wealth Management LLC1,427$258.3K0.16%00.0%Unchanged
Tyche Wealth Partners LLC1,379$258.3K0.06%+1,379New
Sovereign Financial Group, Inc.1,381$258.7K0.08%−37−2.6%Reduced
Paul Damon & Associates, Inc.1,382$259.0K0.18%−454−24.7%Reduced
Channel Wealth LLC1,389$260.2K0.12%−59−4.1%Reduced
17 Capital Partners, LLC1,400$262.3K0.24%+1,400New
Terra Nova Asset Management LLC1,401$262.4K0.23%+10+0.7%Added
Austin Wealth Management, LLC1,240$263.6K0.07%00.0%Unchanged
Consolidated Planning Corp1,413$264.7K0.05%00.0%Unchanged
Sunbelt Securities, Inc.1,416$265.3K0.03%−257−15.4%Reduced
Colonial Trust Advisors1,418$265.6K0.03%−2,085−59.5%Reduced
Objective Capital Management, LLC1,420$266.0K0.20%+1,420New
JNBA Financial Advisors1,427$267.3K0.03%−38−2.6%Reduced
Eagle Harbor Asset Management Inc1,429$267.7K0.31%+14+1.0%Added
Fairfield, Bush & Co.1,430$267.9K0.16%00.0%Unchanged
Valley National Advisers Inc1,433$268.0K0.04%+263+22.5%Added
First Financial Bank - Trust Division1,433$268.5K0.03%00.0%Unchanged
Private Capital Advisors, Inc.1,437$269.0K0.04%+1,437New
Accel Wealth Management1,438$269.3K0.14%+1,438New
Capital Asset Advisory Services LLC1,439$269.6K0.02%+37+2.6%Added
Financial Advisors, LLC1,440$269.8K0.06%00.0%Unchanged
East Coast Asset Management, LLC.1,442$270.1K0.11%00.0%Unchanged
Mirador Capital Partners LP1,444$270.5K0.06%−15,015−91.2%Reduced
Motco1,446$270.9K0.02%00.0%Unchanged