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 |
|---|---|---|---|---|---|
| First International Bank & Trust | 2,929 | $548.7K | 0.21% | +1,337+84.0% | Added |
| Strategic Blueprint, LLC | 2,935 | $549.8K | 0.05% | +201+7.4% | Added |
| Provence Wealth Management Group | 2,937 | $550.2K | 0.30% | +258+9.6% | Added |
| Embree Financial Group | 2,944 | $551.5K | 0.12% | +2,944 | New |
| Aaron Wealth Advisors | 2,945 | $551.7K | 0.09% | +82+2.9% | Added |
| Partnership Wealth Management, LLC | 2,749 | $551.9K | 0.42% | +2,749 | New |
| Tradition Wealth Management, LLC | 2,947 | $552.0K | 0.06% | −31−1.0% | Reduced |
| Arrow Financial Corp | 2,968 | $556.0K | 0.06% | −117−3.8% | Reduced |
| Vivid Wealth Management, LLC | 2,969 | $556.2K | 0.38% | +2,969 | New |
| Edgestream Partners, L.P. | 2,974 | $557.1K | 0.04% | +2,974 | New |
| Hoylecohen, LLC | 2,987 | $559.6K | 0.05% | −178−5.6% | Reduced |
| Chiron Investment Management, LLC | 2,990 | $560.1K | 0.21% | +2,990 | New |
| Global Trust Asset Management, LLC | 2,999 | $561.8K | 0.25% | +107+3.7% | Added |
| Acima Private Wealth, LLC | 3,000 | $562.0K | 0.22% | −56−1.8% | Reduced |
| Legal Advantage Investments, Inc. | 3,000 | $562.0K | 0.34% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 3,000 | $562.0K | 0.60% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $562.0K | 0.27% | 00.0% | Unchanged |
| Bath Savings Trust Co | 3,008 | $563.5K | 0.06% | +135+4.7% | Added |
| Zullo Investment Group, Inc. | 3,013 | $564.5K | 0.29% | +107+3.7% | Added |
| Cornerstone Wealth Group, LLC | 3,015 | $564.9K | 0.08% | +211+7.5% | Added |
| Reynders McVeigh Capital Management, LLC | 3,015 | $565.0K | 0.04% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,017 | $565.2K | 0.36% | +3,017 | New |
| Gitterman Wealth Management, LLC | 3,021 | $566.0K | 0.25% | −649−17.7% | Reduced |
| First Foundation Advisors | 3,041 | $569.7K | 0.03% | −1,490−32.9% | Reduced |
| Abbrea Capital, LLC | 3,042 | $570.0K | 0.08% | −60−1.9% | Reduced |
| Wesbanco Bank Inc | 3,047 | $570.8K | 0.03% | −442−12.7% | Reduced |
| Steel Peak Wealth Management LLC | 3,073 | $575.6K | 0.03% | −280−8.4% | Reduced |
| Kovack Advisors, Inc. | 3,081 | $577.2K | 0.07% | +40+1.3% | Added |
| Cary Street Partners Asset Management LLC | 3,089 | $578.7K | 0.10% | −25−0.8% | Reduced |
| Ridgewood Investments LLC | 3,091 | $579.0K | 0.34% | −83−2.6% | Reduced |
| Meridian Wealth Management, LLC | 3,094 | $579.7K | 0.04% | −4,786−60.7% | Reduced |
| Westmount Partners, LLC | 3,108 | $582.3K | 0.24% | +41+1.3% | Added |
| Exchange Bank | 3,109 | $582.4K | 0.50% | −30−1.0% | Reduced |
| FirstPurpose Wealth LLC | 3,110 | $582.6K | 0.22% | +61+2.0% | Added |
| Essex Savings Bank | 3,121 | $584.7K | 0.17% | +395+14.5% | Added |
| Old Mission Investment Co LLC | 3,126 | $585.6K | 0.21% | −94−2.9% | Reduced |
| Purus Wealth Management, LLC | 3,128 | $586.0K | 0.34% | −94−2.9% | Reduced |
| IFP Advisors, Inc | 3,131 | $586.6K | 0.03% | −1,412−31.1% | Reduced |
| Clean Yield Group | 3,132 | $586.7K | 0.25% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,139 | $588.1K | 0.06% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,177 | $595.2K | 0.11% | −117−3.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,179 | $595.6K | 0.06% | +610+23.7% | Added |
| Desjardins Global Asset Management Inc. | 3,192 | $598.0K | 0.06% | −109−3.3% | Reduced |
| SignalPoint Asset Management, LLC | 3,204 | $600.0K | 0.18% | −59−1.8% | Reduced |
| LongView Wealth Management | 3,213 | $600.1K | 0.27% | +3,213 | New |
| Tompkins Financial Corp | 3,216 | $602.5K | 0.07% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 3,228 | $604.7K | 0.08% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 3,231 | $605.3K | 0.02% | −162−4.8% | Reduced |
| Geller Advisors LLC | 3,238 | $606.6K | 0.06% | +139+4.5% | Added |
| Altfest L J & Co Inc | 3,240 | $607.0K | 0.09% | +45+1.4% | Added |
| InterOcean Capital Group, LLC | 3,249 | $608.6K | 0.02% | +577+21.6% | Added |
| SPC Financial, Inc. | 3,271 | $612.8K | 0.06% | +609+22.9% | Added |
| Sigma Investment Counselors Inc | 3,273 | $613.2K | 0.04% | −372−10.2% | Reduced |
| Great Valley Advisor Group, Inc. | 3,283 | $614.9K | 0.02% | −225−6.4% | Reduced |
| BSW Wealth Partners | 3,283 | $615.1K | 0.12% | +22+0.7% | Added |
| Somerville Kurt F | 3,285 | $615.4K | 0.12% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,288 | $616.0K | 0.14% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,295 | $617.2K | 0.06% | 00.0% | Unchanged |
| Plancorp, LLC | 3,302 | $618.6K | 0.03% | +157+5.0% | Added |
| SYSTM Wealth Solutions LLC | 3,319 | $621.7K | 0.09% | −409−11.0% | Reduced |
| Prostatis Group LLC | 3,319 | $621.8K | 0.26% | +88+2.7% | Added |
| Aspen Investment Management Inc | 3,321 | $622.0K | 0.35% | +10.0% | Added |
| Tobam | 3,326 | $623.0K | 0.05% | +101+3.1% | Added |
| Mayflower Financial Advisors, LLC | 3,344 | $626.5K | 0.09% | +592+21.5% | Added |
| Financial Management Network Inc | 3,326 | $628.8K | 0.18% | +469+16.4% | Added |
| Philadelphia Trust Co | 3,357 | $629.0K | 0.06% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 3,360 | $629.4K | 0.22% | −906−21.2% | Reduced |
| Orleans Capital Management Corp | 3,380 | $633.2K | 0.43% | −325−8.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,388 | $636.4K | 0.02% | +667+24.5% | Added |
| CWA Asset Management Group, LLC | 3,404 | $637.7K | 0.04% | +156+4.8% | Added |
| MidWestOne Financial Group, Inc. | 3,404 | $637.7K | 0.12% | +1,218+55.7% | Added |
| Perpetual Ltd | 3,408 | $638.5K | 0.01% | +321+10.4% | Added |
| Richwood Investment Advisors, LLC | 3,411 | $638.9K | 0.60% | −40−1.2% | Reduced |
| Defined Wealth Management, LLC | 3,429 | $642.4K | 0.49% | −2−0.1% | Reduced |
| Eagle Asset Management Inc | 3,431 | $642.8K | 0.00% | +542+18.8% | Added |
| Cetera Trust Company, N.A | 3,435 | $643.5K | 0.40% | +3,435 | New |
| Portside Wealth Group, LLC | 3,441 | $644.6K | 0.12% | −327−8.7% | Reduced |
| LVW Advisors, LLC | 3,445 | $645.4K | 0.12% | +131+4.0% | Added |
| Canopy Partners, LLC | 3,476 | $651.2K | 0.40% | +3,476 | New |
| Lifeworks Advisors, LLC | 3,478 | $651.6K | 0.22% | −393−10.2% | Reduced |
| Transform Wealth, LLC | 3,488 | $653.5K | 0.06% | −54−1.5% | Reduced |
| Knightsbridge Asset Management, LLC | 3,499 | $655.4K | 0.19% | −116−3.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,503 | $656.2K | 0.06% | −448−11.3% | Reduced |
| US Asset Management LLC | 3,505 | $657.0K | 0.65% | +3,505 | New |
| Navellier & Associates Inc | 3,526 | $660.6K | 0.10% | +1,510+74.9% | Added |
| Borer Denton & Associates, Inc. | 3,527 | $660.7K | 0.25% | +464+15.1% | Added |
| Hills Bank & Trust Co | 3,530 | $661.3K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,561 | $667.1K | 0.03% | −666−15.8% | Reduced |
| Donoghue Forlines LLC | 3,565 | $667.9K | 0.21% | −1,165−24.6% | Reduced |
| Alerus Financial NA | 3,566 | $668.1K | 0.05% | −67−1.8% | Reduced |
| Cidel Asset Management Inc | 3,573 | $669.4K | 0.03% | +3,573 | New |
| Oak Asset Management, LLC | 3,580 | $670.7K | 0.27% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,587 | $672.0K | 0.02% | +106+3.0% | Added |
| Saybrook Capital | 3,600 | $674.0K | 0.19% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,601 | $674.6K | 0.09% | +3,601 | New |
| Lazari Capital Management, Inc. | 3,630 | $680.0K | 0.39% | −300−7.6% | Reduced |
| Resolute Wealth Strategies, LLC | 3,632 | $680.5K | 0.46% | +5+0.1% | Added |
| Breakwater Capital Group | 3,679 | $680.7K | 0.19% | +133+3.8% | Added |
| Jones Financial Companies LLLP | 3,640 | $681.9K | 0.00% | −637−14.9% | Reduced |
| American National Bank | 3,646 | $683.0K | 0.11% | −182−4.8% | Reduced |