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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 1,705 | $319.4K | 0.03% | +1,705 | New |
| Lafayette Investments, Inc. | 1,713 | $320.9K | 0.08% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,714 | $321.1K | 0.03% | −30−1.7% | Reduced |
| Wealthquest Corp | 1,719 | $322.0K | 0.04% | −27−1.5% | Reduced |
| Riverwater Partners LLC | 1,721 | $322.4K | 0.25% | −72−4.0% | Reduced |
| Soltis Investment Advisors LLC | 1,722 | $322.7K | 0.04% | +67+4.0% | Added |
| Flagship Private Wealth, LLC | 1,725 | $323.1K | 0.25% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,728 | $323.6K | 0.02% | −310−15.2% | Reduced |
| 180 Wealth Advisors, LLC | 1,725 | $324.8K | 0.07% | −58−3.3% | Reduced |
| Quotient Wealth Partners, LLC | 1,748 | $327.4K | 0.01% | +1,748 | New |
| Fulton Breakefield Broenniman LLC | 1,748 | $327.4K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,757 | $329.2K | 0.10% | −76−4.1% | Reduced |
| LCNB Corp | 1,757 | $329.2K | 0.13% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 1,757 | $329.2K | 0.17% | +1,757 | New |
| Nottingham Advisors, Inc. | 1,765 | $330.7K | 0.05% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,768 | $331.2K | 0.11% | +2+0.1% | Added |
| Investors Research Corp | 1,770 | $331.6K | 0.08% | +34+2.0% | Added |
| Cipher Capital LP | 1,771 | $331.8K | 0.11% | +1,771 | New |
| Harbour Trust & Investment Management Co | 1,773 | $332.2K | 0.05% | +1,773 | New |
| Allred Capital Management, LLC | 1,780 | $333.5K | 0.14% | +2+0.1% | Added |
| Drive Wealth Management, LLC | 1,782 | $333.9K | 0.11% | +118+7.1% | Added |
| FourThought Financial Partners, LLC | 1,793 | $335.9K | 0.04% | +4+0.2% | Added |
| Northside Capital Management, LLC | 1,805 | $338.1K | 0.11% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,806 | $338.3K | 0.30% | −15−0.8% | Reduced |
| PFG Investments, LLC | 1,814 | $339.9K | 0.06% | −406−18.3% | Reduced |
| Prairieview Wealth Partners, LLC | 1,818 | $340.6K | 0.34% | +1,818 | New |
| Merrion Investment Management Co, LLC | 1,821 | $341.1K | 0.27% | −500−21.5% | Reduced |
| Annex Advisory Services, LLC | 1,821 | $341.2K | 0.01% | +313+20.8% | Added |
| Keating Investment Counselors Inc | 1,830 | $342.8K | 0.12% | −50−2.7% | Reduced |
| Financial Connections Group, Inc. | 1,834 | $343.0K | 0.22% | 00.0% | Unchanged |
| 626 Financial, LLC | 1,831 | $343.1K | 0.23% | −527−22.3% | Reduced |
| Blue Fin Capital, Inc. | 1,833 | $343.4K | 0.09% | +260+16.5% | Added |
| XTX Topco Ltd | 1,837 | $344.1K | 0.08% | −10,934−85.6% | Reduced |
| Tillman Hartley LLC | 1,846 | $345.8K | 0.13% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,853 | $347.1K | 0.04% | +1,853 | New |
| Arista Wealth Management, LLC | 1,853 | $347.1K | 0.13% | +3+0.2% | Added |
| Thompson Investment Management, Inc. | 1,856 | $347.7K | 0.06% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $348.1K | 0.03% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,859 | $348.3K | 0.31% | +171+10.1% | Added |
| Davis R M Inc | 1,862 | $348.9K | 0.01% | −72−3.7% | Reduced |
| Richard W. Paul & Associates, LLC | 1,873 | $350.8K | 0.15% | −64−3.3% | Reduced |
| Verity & Verity, LLC | 1,874 | $351.1K | 0.04% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,875 | $351.3K | 0.14% | −53−2.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,875 | $351.3K | 0.21% | −3−0.2% | Reduced |
| Raleigh Capital Management Inc. | 1,877 | $351.8K | 0.16% | +121+6.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,879 | $351.9K | 0.02% | +25+1.3% | Added |
| LaSalle St. Investment Advisors, LLC | 1,882 | $352.7K | 0.24% | +33+1.8% | Added |
| Washington Trust Bank | 1,892 | $354.4K | 0.03% | −75−3.8% | Reduced |
| First Personal Financial Services | 1,894 | $354.8K | 0.09% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,895 | $354.9K | 0.04% | −26−1.4% | Reduced |
| Barton Investment Management | 1,900 | $355.9K | 0.05% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $356.0K | 0.22% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,902 | $356.3K | 0.13% | −515−21.3% | Reduced |
| Donaldson Capital Management, LLC | 1,902 | $356.3K | 0.02% | −238−11.1% | Reduced |
| First National Bank | 1,902 | $356.3K | 0.28% | −61−3.1% | Reduced |
| Camden Capital, LLC | 1,905 | $356.8K | 0.04% | +1,905 | New |
| Trueblood Wealth Management, LLC | 1,914 | $358.6K | 0.22% | +1,914 | New |
| Greenwood Capital Associates LLC | 1,918 | $359.3K | 0.05% | −22,123−92.0% | Reduced |
| Truepoint, Inc. | 1,921 | $359.9K | 0.01% | +1,921 | New |
| Chapin Davis, Inc. | 1,926 | $360.9K | 0.15% | −138−6.7% | Reduced |
| Independent Family Office, LLC | 1,932 | $361.9K | 0.20% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,950 | $365.3K | 0.21% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,951 | $365.5K | 0.01% | +1,951 | New |
| Keudell/Morrison Wealth Management | 1,952 | $365.7K | 0.12% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,979 | $366.2K | 0.08% | +1,979 | New |
| Cozad Asset Management Inc | 1,958 | $366.8K | 0.04% | +245+14.3% | Added |
| Leo Wealth, LLC | 1,818 | $368.0K | 0.04% | +1,818 | New |
| Relyea Zuckerberg Hanson LLC | 1,970 | $369.1K | 0.07% | −25−1.3% | Reduced |
| Arcataur Capital Management LLC | 1,975 | $370.0K | 0.14% | −5−0.3% | Reduced |
| Allen Investment Management LLC | 1,976 | $370.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,976 | $370.2K | 0.10% | +199+11.2% | Added |
| Edmond de Rothschild Holding S.A. | 1,990 | $372.8K | 0.01% | −73−3.5% | Reduced |
| Paradigm Asset Management Co LLC | 2,000 | $374.7K | 0.10% | −200−9.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $374.7K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,000 | $374.7K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $374.7K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $374.7K | 0.36% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $375.0K | 0.34% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 2,004 | $375.4K | 0.23% | +2,004 | New |
| Blueprint Investment Partners LLC | 2,010 | $376.6K | 0.10% | +2,010 | New |
| Cypress Capital Group | 2,017 | $377.9K | 0.05% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,020 | $378.5K | 0.13% | +10.0% | Added |
| Avestar Capital, LLC | 2,022 | $378.8K | 0.05% | +577+39.9% | Added |
| SkyView Investment Advisors, LLC | 2,024 | $379.0K | 0.09% | +155+8.3% | Added |
| KKM Financial LLC | 2,025 | $379.4K | 0.24% | +2,025 | New |
| Accurate Wealth Management, LLC | 2,059 | $381.0K | 0.12% | +200+10.8% | Added |
| Waddell & Associates, LLC | 2,035 | $381.2K | 0.05% | −10.0% | Reduced |
| Impact Partnership Wealth, LLC | 2,037 | $381.6K | 0.14% | −604−22.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,047 | $383.5K | 0.14% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,050 | $384.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,054 | $384.7K | 0.24% | +10.0% | Added |
| Retirement Planning Co of New England, Inc. | 2,055 | $385.0K | 0.17% | −10.0% | Reduced |
| Whitener Capital Management, Inc. | 2,060 | $385.9K | 0.14% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,075 | $388.7K | 0.12% | −500−19.4% | Reduced |
| Seven Mile Advisory | 2,077 | $389.1K | 0.34% | +276+15.3% | Added |
| Phoenix Wealth Advisors | 2,072 | $390.2K | 0.27% | +3+0.1% | Added |
| Toth Financial Advisory Corp | 2,092 | $391.9K | 0.05% | +3+0.1% | Added |
| Bangor Savings Bank | 2,092 | $391.9K | 0.04% | −66−3.1% | Reduced |
| Means Investment Co., Inc. | 2,094 | $392.3K | 0.06% | −81−3.7% | Reduced |
| Charter Trust Co | 2,097 | $392.9K | 0.03% | −88−4.0% | Reduced |