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 |
|---|---|---|---|---|---|
| Covenant Asset Management, LLC | 2,461 | $461.0K | 0.13% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,468 | $462.4K | 0.11% | +202+8.9% | Added |
| Achmea Investment Management B.V. | 2,479 | $464.0K | 0.01% | −17,106−87.3% | Reduced |
| Advisor OS, LLC | 2,480 | $464.5K | 0.06% | +338+15.8% | Added |
| Garrison Asset Management, LLC | 2,481 | $464.8K | 0.26% | −75−2.9% | Reduced |
| Sage Private Wealth Group, LLC | 2,485 | $465.6K | 0.42% | +369+17.4% | Added |
| Icapital Wealth LLC | 2,500 | $468.4K | 0.30% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 2,500 | $468.4K | 0.37% | +2,500 | New |
| Fukoku Mutual Life Insurance Co | 2,503 | $468.9K | 0.04% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,506 | $469.4K | 0.28% | +2,506 | New |
| Palogic Value Management, L.P. | 2,506 | $469.5K | 0.21% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,510 | $470.2K | 0.18% | −45−1.8% | Reduced |
| Traphagen Investment Advisors LLC | 2,511 | $470.3K | 0.06% | +14+0.6% | Added |
| McLean Asset Management Corp | 2,488 | $470.4K | 0.18% | −91−3.5% | Reduced |
| Burt Wealth Advisors | 2,515 | $471.2K | 0.13% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,524 | $473.0K | 0.09% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,525 | $473.0K | 0.26% | −302−10.7% | Reduced |
| Childress Capital Advisors, LLC | 2,528 | $473.6K | 0.14% | −62−2.4% | Reduced |
| Indiana Trust & Investment Management CO | 2,537 | $475.3K | 0.21% | +150+6.3% | Added |
| Harbour Investment Management LLC | 2,539 | $475.7K | 0.25% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,539 | $475.7K | 0.09% | −607−19.3% | Reduced |
| Adirondack Trust Co | 2,172 | $476.6K | 0.21% | −212−8.9% | Reduced |
| Meridian Wealth Advisors, LLC | 2,549 | $477.5K | 0.10% | −48−1.8% | Reduced |
| Duncker Streett & Co Inc | 2,550 | $477.7K | 0.10% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,556 | $478.8K | 0.13% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,568 | $481.0K | 0.13% | +103+4.2% | Added |
| AdvisorShares Investments LLC | 2,570 | $481.5K | 0.11% | +2,570 | New |
| Baystate Wealth Management LLC | 2,572 | $482.0K | 0.04% | +20+0.8% | Added |
| Mechanics Bank Trust Department | 2,573 | $482.0K | 0.08% | −150−5.5% | Reduced |
| Group One Trading, L.P. | 2,597 | $486.5K | 0.02% | −5,828−69.2% | Reduced |
| Burford Brothers, Inc. | 2,597 | $486.5K | 0.34% | +2,597 | New |
| Pioneer Trust Bank N A | 2,600 | $487.1K | 0.15% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,600 | $487.1K | 0.17% | +100+4.0% | Added |
| Wexford Capital LP | 2,600 | $487.1K | 0.10% | +400+18.2% | Added |
| Arkadios Wealth Advisors | 2,601 | $487.2K | 0.04% | −848−24.6% | Reduced |
| Hollencrest Capital Management | 2,601 | $487.2K | 0.05% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,600 | $488.3K | 0.21% | 00.0% | Unchanged |
| Bank Ozk | 2,610 | $489.0K | 0.24% | +2,610 | New |
| DT Investment Partners, LLC | 2,397 | $489.3K | 0.05% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,708 | $490.0K | 0.16% | +9+0.3% | Added |
| First Citizens Bank & Trust Co | 2,625 | $491.8K | 0.01% | −97−3.6% | Reduced |
| DRW Securities, LLC | 2,635 | $493.6K | 0.01% | +127+5.1% | Added |
| Sage Mountain Advisors LLC | 2,637 | $494.0K | 0.06% | −148−5.3% | Reduced |
| Quent Capital, LLC | 2,642 | $495.0K | 0.07% | +68+2.6% | Added |
| REDW Wealth LLC | 2,656 | $497.6K | 0.14% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,666 | $499.4K | 0.05% | −127−4.5% | Reduced |
| Guardian Wealth Advisors, LLC | 2,674 | $500.9K | 0.08% | −952−26.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,675 | $501.1K | 0.13% | −204−7.1% | Reduced |
| Castleark Management LLC | 2,675 | $501.1K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,675 | $501.2K | 0.05% | +2,675 | New |
| Tiemann Investment Advisors, LLC | 2,676 | $501.3K | 0.24% | +350+15.0% | Added |
| Belpointe Asset Management LLC | 2,688 | $503.6K | 0.04% | +2,688 | New |
| Riverbridge Partners LLC | 2,690 | $503.9K | 0.01% | +17+0.6% | Added |
| Ronald Blue Trust, Inc. | 3,388 | $505.0K | 0.01% | −66−1.9% | Reduced |
| PFC Capital Group, Inc. | 2,700 | $505.0K | 0.30% | +2,700 | New |
| Marshall Wace, LLP | 2,703 | $506.4K | 0.00% | −7,960−74.7% | Reduced |
| Triangle Securities Wealth Management | 2,710 | $507.7K | 0.16% | 00.0% | Unchanged |
| Graypoint LLC | 2,713 | $508.3K | 0.04% | −1,518−35.9% | Reduced |
| Midwest Financial Group LLC | 2,723 | $510.0K | 0.38% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,722 | $510.1K | 0.09% | +72+2.7% | Added |
| Sapient Capital LLC | 2,723 | $510.1K | 0.01% | +2,723 | New |
| Millington Financial Advisors, LLC | 2,727 | $510.9K | 0.41% | +2,727 | New |
| Atomi Financial Group, Inc. | 2,730 | $511.5K | 0.07% | +912+50.2% | Added |
| PDS Planning, Inc | 2,747 | $514.5K | 0.06% | −222−7.5% | Reduced |
| Marietta Investment Partners LLC | 2,750 | $515.2K | 0.13% | −50−1.8% | Reduced |
| Enterprise Financial Services Corp | 2,751 | $515.4K | 0.31% | +462+20.2% | Added |
| Athena Investment Management | 2,773 | $519.5K | 0.34% | 00.0% | Unchanged |
| TNF LLC | 2,595 | $521.3K | 0.21% | +20+0.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $521.4K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,792 | $523.1K | 0.04% | −310−10.0% | Reduced |
| Kearns & Associates LLC | 2,800 | $524.6K | 0.45% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,800 | $524.6K | 0.08% | +10+0.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $524.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $524.9K | 0.09% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,811 | $526.6K | 0.33% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,824 | $529.0K | 0.10% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,826 | $529.0K | 0.13% | +2,826 | New |
| Fortune Financial Advisors, LLC | 2,842 | $532.4K | 0.37% | −2−0.1% | Reduced |
| MWA Asset Management | 2,842 | $532.5K | 0.44% | −88−3.0% | Reduced |
| Acropolis Investment Management, LLC | 2,844 | $532.8K | 0.04% | −162−5.4% | Reduced |
| CoreFirst Bank & Trust | 2,848 | $533.5K | 0.35% | −250−8.1% | Reduced |
| Bristol John W & Co Inc | 2,851 | $534.1K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,854 | $535.0K | 0.04% | +2,854 | New |
| Texas Yale Capital Corp. | 2,856 | $535.0K | 0.03% | +8+0.3% | Added |
| Hobbs Group Advisors, LLC | 2,863 | $536.4K | 0.24% | +2,863 | New |
| Centennial Bank | 2,870 | $537.7K | 0.32% | +70+2.5% | Added |
| 1858 Wealth Management, LLC | 2,877 | $539.0K | 0.51% | +2,877 | New |
| Doliver Advisors, LP | 2,881 | $539.7K | 0.17% | −338−10.5% | Reduced |
| Brevan Howard Capital Management LP | 2,884 | $540.3K | 0.05% | +1,140+65.4% | Added |
| Summit Financial Group Inc | 2,885 | $540.5K | 0.21% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,890 | $541.0K | 0.07% | +2,890 | New |
| Fidelis Capital Partners, LLC | 2,891 | $541.6K | 0.12% | +435+17.7% | Added |
| Skopos Labs, Inc. | 2,896 | $542.5K | 0.26% | +2,896 | New |
| VeraBank, N.A. | 2,898 | $542.9K | 0.18% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,903 | $543.9K | 0.37% | +5+0.2% | Added |
| Cambridge Advisors Inc. | 2,910 | $545.2K | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,912 | $545.5K | 0.05% | +207+7.7% | Added |
| ERn Financial, LLC | 3,035 | $545.7K | 0.10% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,926 | $548.1K | 0.15% | −358−10.9% | Reduced |
| Nilsine Partners, LLC | 2,929 | $548.7K | 0.08% | +131+4.7% | Added |