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 |
|---|---|---|---|---|---|
| LMCG Investments, LLC | 2,097 | $392.9K | 0.02% | +390+22.8% | Added |
| Hazlett, Burt & Watson, Inc. | 2,105 | $393.0K | 0.26% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,099 | $393.2K | 0.10% | −13−0.6% | Reduced |
| Security National Bank of So Dak | 2,100 | $393.4K | 0.26% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,100 | $393.4K | 0.02% | +850+68.0% | Added |
| Pictet & Cie (Europe) SA | 2,101 | $393.6K | 0.01% | −250−10.6% | Reduced |
| Fairbanks Capital Management, Inc. | 2,101 | $393.6K | 0.28% | +300+16.7% | Added |
| Dearborn Partners LLC | 2,104 | $394.2K | 0.01% | +30+1.4% | Added |
| Ruggaard & Associates LLC | 2,105 | $394.3K | 0.21% | +465+28.4% | Added |
| Central Bank & Trust Co | 2,107 | $394.7K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,111 | $395.5K | 0.02% | −339−13.8% | Reduced |
| Aberdeen Wealth Management LLC | 2,111 | $395.5K | 0.29% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,113 | $395.9K | 0.47% | −617−22.6% | Reduced |
| HC Advisors, LLC | 2,113 | $396.0K | 0.22% | +10.0% | Added |
| Geneos Wealth Management Inc. | 2,119 | $397.0K | 0.02% | −569−21.2% | Reduced |
| Ariston Services Group | 2,124 | $397.9K | 0.39% | +2,124 | New |
| Silverlake Wealth Management LLC | 2,129 | $398.9K | 0.22% | −13−0.6% | Reduced |
| Morningstar Investment Management LLC | 2,132 | $399.0K | 0.05% | −110−4.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,139 | $400.7K | 0.16% | +18+0.8% | Added |
| Olistico Wealth, LLC | 2,141 | $401.1K | 0.31% | +399+22.9% | Added |
| Smartleaf Asset Management LLC | 2,161 | $402.5K | 0.11% | +2,161 | New |
| Walkner Condon Financial Advisors LLC | 2,149 | $402.6K | 0.09% | +164+8.3% | Added |
| Greylin Investment Mangement Inc | 2,150 | $402.8K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,154 | $403.5K | 0.26% | −10.0% | Reduced |
| Next Level Private LLC | 2,154 | $403.5K | 0.23% | +3+0.1% | Added |
| Rossmore Private Capital | 2,155 | $403.7K | 0.06% | −15−0.7% | Reduced |
| Cadent Capital Advisors, LLC | 2,160 | $404.6K | 0.20% | −73−3.3% | Reduced |
| Yarbrough Capital, LLC | 2,161 | $404.8K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,165 | $405.6K | 0.06% | +390+22.0% | Added |
| Glassman Wealth Services | 2,170 | $406.5K | 0.06% | −63−2.8% | Reduced |
| Signature Wealth Management Partners, LLC | 2,171 | $406.7K | 0.36% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,170 | $407.0K | 0.15% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 2,170 | $407.0K | 0.03% | +2,170 | New |
| Heritage Investment Group, Inc. | 2,179 | $408.0K | 0.09% | +498+29.6% | Added |
| Hyperion Capital Advisors LP | 2,180 | $408.4K | 0.22% | +500+29.8% | Added |
| Golden State Equity Partners | 2,182 | $408.8K | 0.10% | +255+13.2% | Added |
| Symmetry Investments LP | 2,182 | $408.8K | 0.07% | −2,123−49.3% | Reduced |
| Level Four Advisory Services, LLC | 2,188 | $409.8K | 0.02% | +50+2.3% | Added |
| Horizon Wealth Management, LLC | 2,189 | $410.0K | 0.11% | −219−9.1% | Reduced |
| Lindbrook Capital, LLC | 2,190 | $410.3K | 0.04% | −299−12.0% | Reduced |
| Unique Wealth Strategies, LLC | 2,191 | $410.5K | 0.27% | +2,191 | New |
| FinTrust Capital Advisors, LLC | 2,193 | $410.8K | 0.08% | +199+10.0% | Added |
| Mystic Asset Management, Inc. | 2,196 | $411.4K | 0.20% | +141+6.9% | Added |
| Pettyjohn, Wood & White, Inc | 2,203 | $412.7K | 0.09% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,204 | $413.0K | 0.00% | +27+1.2% | Added |
| Stratos Wealth Advisors, LLC | 2,207 | $413.5K | 0.02% | −409−15.6% | Reduced |
| G&S Capital LLC | 2,210 | $414.1K | 0.20% | −31−1.4% | Reduced |
| Dechtman Wealth Management, LLC | 2,219 | $415.0K | 0.11% | +8+0.4% | Added |
| Waters Parkerson & Co., LLC | 2,214 | $415.0K | 0.02% | +55+2.5% | Added |
| Addison Capital Co | 2,219 | $415.7K | 0.26% | −275−11.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,221 | $416.0K | 0.20% | +4+0.2% | Added |
| Venturi Wealth Management, LLC | 2,229 | $417.6K | 0.03% | +298+15.4% | Added |
| SRS Capital Advisors, Inc. | 2,232 | $418.2K | 0.05% | +506+29.3% | Added |
| Wela Strategies, Inc. | 2,233 | $418.3K | 0.22% | +87+4.1% | Added |
| Wealth Architects, LLC | 2,236 | $418.9K | 0.06% | +74+3.4% | Added |
| Quantum Private Wealth, LLC | 2,240 | $419.6K | 0.18% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,252 | $422.0K | 0.12% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,255 | $422.5K | 0.04% | −12−0.5% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $423.2K | 0.20% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,268 | $425.0K | 0.11% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 2,277 | $426.6K | 0.19% | +115+5.3% | Added |
| Sunburst Financial Group, LLC | 2,279 | $426.9K | 0.13% | +67+3.0% | Added |
| Patten Group, Inc. | 2,280 | $427.1K | 0.12% | −50−2.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,284 | $427.9K | 0.49% | −120−5.0% | Reduced |
| M&R Capital Management Inc | 2,292 | $429.3K | 0.11% | +2+0.1% | Added |
| One + One Wealth Management, LLC | 2,300 | $430.9K | 0.26% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 2,300 | $430.9K | 0.08% | +2,300 | New |
| Legacy Capital Wealth Partners, LLC | 2,304 | $431.6K | 0.12% | −55−2.3% | Reduced |
| Forte Capital LLC | 2,305 | $431.8K | 0.06% | +492+27.1% | Added |
| Farther Finance Advisors, LLC | 2,314 | $433.6K | 0.03% | +699+43.3% | Added |
| Ridgecrest Wealth Partners, LLC | 2,338 | $438.0K | 0.29% | +362+18.3% | Added |
| WMS Partners, LLC | 2,341 | $438.6K | 0.03% | −406−14.8% | Reduced |
| Legacy Financial Advisors, Inc. | 2,342 | $438.8K | 0.08% | +156+7.1% | Added |
| Marino, Stram & Associates LLC | 2,347 | $439.8K | 0.11% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,350 | $440.0K | 0.03% | +150+6.8% | Added |
| Allstate Corp | 2,352 | $440.6K | 0.03% | −85−3.5% | Reduced |
| Birch Hill Investment Advisors LLC | 2,359 | $441.9K | 0.02% | −200−7.8% | Reduced |
| StrategIQ Financial Group, LLC | 2,361 | $442.2K | 0.05% | +205+9.5% | Added |
| Weaver Consulting Group | 2,378 | $445.5K | 0.18% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,384 | $446.6K | 0.09% | +159+7.1% | Added |
| MEMBERS Trust Co | 2,379 | $446.8K | 0.01% | +175+7.9% | Added |
| Westbourne Investment Advisors, Inc. | 2,398 | $449.0K | 0.18% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,398 | $449.3K | 0.08% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $449.6K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $449.6K | 0.28% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $450.7K | 0.08% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,409 | $451.3K | 0.02% | −17−0.7% | Reduced |
| Wittenberg Investment Management, Inc. | 2,410 | $451.4K | 0.16% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,033 | $452.5K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,419 | $453.2K | 0.04% | +6+0.2% | Added |
| Agate Pass Investment Management, LLC | 2,420 | $453.3K | 0.26% | −500−17.1% | Reduced |
| Capstone Investment Advisors, LLC | 2,429 | $455.0K | 0.01% | −16,718−87.3% | Reduced |
| Michael B. Yongue | 2,430 | $455.2K | 0.41% | +755+45.1% | Added |
| Benedetti & Gucer, Inc. | 2,432 | $455.6K | 0.24% | −42−1.7% | Reduced |
| Lewis Asset Management, LLC | 2,435 | $456.1K | 0.42% | +2,435 | New |
| Stonebridge Capital Advisors LLC | 2,437 | $456.5K | 0.05% | +432+21.5% | Added |
| Founders Financial Alliance, LLC | 2,444 | $457.8K | 0.18% | +270+12.4% | Added |
| Round Hill Asset Management | 2,447 | $458.4K | 0.29% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,449 | $458.8K | 0.18% | +45+1.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,449 | $458.8K | 0.08% | −7−0.3% | Reduced |