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 |
|---|---|---|---|---|---|
| Hall Laurie J Trustee | 1,449 | $271.0K | 0.10% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,450 | $271.6K | 0.03% | +610+72.6% | Added |
| Wealth Advisors of Iowa, LLC | 1,450 | $271.6K | 0.18% | +1,450 | New |
| Capital Square, LLC | 1,456 | $272.8K | 0.31% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,459 | $273.3K | 0.03% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,460 | $273.5K | 0.09% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,463 | $274.0K | 0.02% | +2+0.1% | Added |
| Rakuten Investment Management, Inc. | 1,460 | $274.2K | 0.00% | +1,460 | New |
| Great Diamond Partners, LLC | 1,467 | $274.8K | 0.07% | −25−1.7% | Reduced |
| Zions Bancorporation, N.A. | 1,469 | $275.2K | 0.02% | +1+0.1% | Added |
| CIC Wealth, LLC | 1,471 | $275.6K | 0.09% | +50+3.5% | Added |
| Virtue Capital Management, LLC | 1,464 | $276.4K | 0.06% | +112+8.3% | Added |
| Walker Asset Management, LLC | 1,479 | $277.1K | 0.20% | +1,479 | New |
| Moody Lynn & Lieberson, LLC | 1,484 | $278.0K | 0.02% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,485 | $278.2K | 0.08% | −29−1.9% | Reduced |
| Delta Asset Management LLC | 1,486 | $278.4K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,486 | $278.4K | 0.05% | +170+12.9% | Added |
| Hexagon Capital Partners LLC | 1,490 | $279.0K | 0.07% | +49+3.4% | Added |
| Smith, Moore & Co. | 1,492 | $279.4K | 0.03% | +1,492 | New |
| MV Capital Management, Inc. | 1,494 | $279.9K | 0.04% | −43−2.8% | Reduced |
| Compass Ion Advisors, LLC | 1,497 | $280.4K | 0.04% | −22−1.4% | Reduced |
| Perennial Investment Advisors, LLC | 1,499 | $280.8K | 0.05% | +32+2.2% | Added |
| Professional Advisory Services Inc | 1,500 | $281.0K | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $281.0K | 0.16% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,500 | $281.0K | 0.03% | +40+2.7% | Added |
| Nwam LLC | 1,505 | $281.9K | 0.02% | +1,505 | New |
| Northwest Bancshares, Inc. | 1,509 | $282.7K | 0.05% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,512 | $283.3K | 0.10% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,507 | $283.8K | 0.24% | 00.0% | Unchanged |
| Arden Trust Co | 1,515 | $283.8K | 0.04% | −326−17.7% | Reduced |
| Boit C F David | 1,525 | $284.1K | 0.16% | +1,125+281.3% | Added |
| Connecticut Wealth Management, LLC | 1,517 | $284.2K | 0.02% | +158+11.6% | Added |
| MONECO Advisors, LLC | 1,519 | $284.6K | 0.05% | −23−1.5% | Reduced |
| Elevated Capital Advisors, LLC | 1,521 | $285.0K | 0.09% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,523 | $285.3K | 0.06% | +1+0.1% | Added |
| Onefund, LLC | 1,524 | $285.5K | 0.37% | +1,524 | New |
| Interchange Capital Partners, LLC | 1,524 | $287.0K | 0.22% | −11−0.7% | Reduced |
| Round Rock Advisors, LLC | 1,534 | $287.4K | 0.07% | +1,534 | New |
| Davidson Trust Co | 1,539 | $288.3K | 0.19% | +40+2.7% | Added |
| ASB Consultores, LLC | 1,540 | $288.5K | 0.10% | −619−28.7% | Reduced |
| Centric Wealth Management | 1,401 | $288.5K | 0.10% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,541 | $288.7K | 0.06% | +1,541 | New |
| Shulman DeMeo Asset Management LLC | 1,545 | $289.4K | 0.08% | +94+6.5% | Added |
| Moss Adams Wealth Advisors LLC | 1,550 | $290.4K | 0.06% | +1,550 | New |
| Private Portfolio Partners LLC | 1,553 | $291.0K | 0.07% | +2+0.1% | Added |
| JFS Wealth Advisors, LLC | 1,556 | $291.5K | 0.02% | +4+0.3% | Added |
| Hemington Wealth Management | 1,562 | $293.0K | 0.11% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,564 | $293.0K | 0.02% | +1,564 | New |
| First Business Financial Services, Inc. | 1,566 | $293.4K | 0.03% | −145−8.5% | Reduced |
| Legacy Financial Strategies, LLC | 1,567 | $293.5K | 0.08% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,567 | $293.6K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,570 | $294.0K | 0.04% | −1,807−53.5% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $294.3K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,573 | $295.0K | 0.06% | −298−15.9% | Reduced |
| Garner Asset Management Corp | 1,421 | $295.8K | 0.15% | −19−1.3% | Reduced |
| Kelman-Lazarov, Inc. | 1,579 | $295.8K | 0.06% | −14−0.9% | Reduced |
| Gratus Capital LLC | 1,580 | $296.0K | 0.02% | −72−4.4% | Reduced |
| Bouchey Financial Group Ltd | 1,584 | $296.7K | 0.03% | +28+1.8% | Added |
| Transcend Wealth Collective, LLC | 1,584 | $296.8K | 0.03% | +61+4.0% | Added |
| Altshuler Shaham Ltd | 1,589 | $297.7K | 0.02% | −326−17.0% | Reduced |
| Baker Boyer National Bank | 1,593 | $298.4K | 0.11% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,595 | $298.8K | 0.37% | +1,595 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,598 | $299.4K | 0.03% | +50+3.2% | Added |
| Puzo Michael J | 1,600 | $299.7K | 0.10% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $299.7K | 0.16% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $299.7K | 0.04% | 00.0% | Unchanged |
| Westwood Management Corp | 1,600 | $300.0K | 0.11% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,604 | $300.4K | 0.13% | +3+0.2% | Added |
| Sivia Capital Partners, LLC | 1,606 | $300.9K | 0.23% | +1,606 | New |
| Aire Advisors, LLC | 1,603 | $300.9K | 0.07% | −25−1.5% | Reduced |
| Acorn Wealth Advisors, LLC | 1,612 | $302.1K | 0.18% | −1−0.1% | Reduced |
| Five Oceans Advisors | 1,616 | $302.7K | 0.17% | −5−0.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,617 | $303.0K | 0.09% | 00.0% | Unchanged |
| Schubert & Co | 1,623 | $304.1K | 0.28% | −34−2.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,625 | $304.4K | 0.12% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,625 | $304.4K | 0.09% | +14+0.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,632 | $305.9K | 0.13% | +3+0.2% | Added |
| Burney Co | 1,637 | $306.7K | 0.01% | −358−17.9% | Reduced |
| NFP Retirement, Inc. | 1,638 | $306.9K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 1,640 | $307.2K | 0.05% | 00.0% | Unchanged |
| Act Two Investors LLC | 1,645 | $308.2K | 0.07% | +1,645 | New |
| Diversified, LLC | 1,647 | $308.5K | 0.07% | +1,647 | New |
| Steigerwald, Gordon & Koch Inc. | 1,647 | $308.5K | 0.04% | +22+1.4% | Added |
| EPG Wealth Management LLC | 1,472 | $308.6K | 0.08% | −105−6.7% | Reduced |
| Laidlaw Wealth Management LLC | 1,648 | $308.7K | 0.11% | −105−6.0% | Reduced |
| Skba Capital Management LLC | 1,650 | $309.1K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,655 | $310.0K | 0.03% | +9+0.5% | Added |
| Strategy Asset Managers LLC | 1,658 | $310.6K | 0.07% | −100−5.7% | Reduced |
| Fagan Associates, Inc. | 1,660 | $311.0K | 0.07% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,664 | $311.7K | 0.11% | +1,664 | New |
| Gratus Wealth Advisors, LLC | 1,675 | $313.8K | 0.06% | +1,675 | New |
| Consolidated Portfolio Review Corp | 1,677 | $314.2K | 0.07% | −40−2.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,677 | $314.2K | 0.01% | −294−14.9% | Reduced |
| Forza Wealth Management, LLC | 1,678 | $314.4K | 0.17% | −200−10.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,529 | $314.5K | 0.13% | −931−37.8% | Reduced |
| Partners Capital Investment Group, LLP | 1,679 | $314.5K | 0.01% | +1,679 | New |
| Northstar Advisory Group, LLC | 1,689 | $316.4K | 0.19% | +341+25.3% | Added |
| Atlantic Trust, LLC | 1,694 | $317.4K | 0.09% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,694 | $317.4K | 0.08% | +216+14.6% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $318.5K | 0.01% | 00.0% | Unchanged |