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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 9,435 | $1.77M | 0.22% | −48−0.5% | Reduced |
| IFG Advisory, LLC | 9,423 | $1.77M | 0.13% | −1,517−13.9% | Reduced |
| PEAK6 Investments LLC | 9,402 | $1.76M | 0.08% | −51,302−84.5% | Reduced |
| Bridgeway Capital Management, LLC | 9,400 | $1.76M | 0.04% | −3,300−26.0% | Reduced |
| Carl P. Sherr & Co., LLC | 9,397 | $1.76M | 1.07% | +10.0% | Added |
| Invst, LLC | 8,522 | $1.75M | 0.22% | −453−5.0% | Reduced |
| Great Lakes Retirement, Inc. | 9,346 | $1.75M | 0.29% | +7,082+312.8% | Added |
| Beacon Investment Advisors LLC | 9,328 | $1.75M | 1.12% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 9,304 | $1.74M | 0.16% | +242+2.7% | Added |
| Wedmont Private Capital | 9,107 | $1.72M | 0.14% | +607+7.1% | Added |
| Hartline Investment Corp | 9,181 | $1.72M | 0.28% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 9,180 | $1.72M | 1.12% | +36+0.4% | Added |
| Signet Investment Advisory Group, Inc. | 9,140 | $1.71M | 1.03% | −10−0.1% | Reduced |
| Northern Financial Advisors Inc | 9,138 | $1.71M | 1.44% | +249+2.8% | Added |
| Provenance Wealth Advisors, LLC | 9,121 | $1.71M | 0.23% | +263+3.0% | Added |
| Applied Capital LLC | 9,072 | $1.70M | 1.56% | −398−4.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 9,041 | $1.69M | 0.68% | −34−0.4% | Reduced |
| RFG Advisory, LLC | 9,016 | $1.69M | 0.07% | +400+4.6% | Added |
| Hyman Charles D | 8,998 | $1.69M | 0.10% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 8,983 | $1.68M | 0.74% | −51−0.6% | Reduced |
| Lake Street Advisors Group, LLC | 8,981 | $1.68M | 0.08% | +8,981 | New |
| U.S. Capital Wealth Advisors, LLC | 8,955 | $1.68M | 0.07% | −742−7.7% | Reduced |
| Meeder Advisory Services, Inc. | 8,937 | $1.67M | 0.19% | −96−1.1% | Reduced |
| American Trust | 8,936 | $1.67M | 0.12% | −234−2.6% | Reduced |
| Strategic Planning Group, LLC | 8,931 | $1.67M | 0.56% | +8,931 | New |
| Delphi Management Inc | 8,912 | $1.67M | 1.53% | +389+4.6% | Added |
| Signature Wealth Management Group | 8,899 | $1.67M | 0.77% | +8,899 | New |
| Coastal Bridge Advisors, LLC | 8,839 | $1.66M | 0.42% | +12+0.1% | Added |
| Csenge Advisory Group | 8,809 | $1.65M | 0.10% | −776−8.1% | Reduced |
| Beaumont Financial Advisors, LLC | 8,786 | $1.65M | 0.15% | +64+0.7% | Added |
| Teza Capital Management LLC | 8,773 | $1.64M | 0.27% | −1,119−11.3% | Reduced |
| Gateway Investment Advisers LLC | 8,754 | $1.64M | 0.02% | −202−2.3% | Reduced |
| Evergreen Capital Management LLC | 8,732 | $1.64M | 0.07% | −207−2.3% | Reduced |
| Berkshire Asset Management LLC | 8,672 | $1.62M | 0.09% | −208−2.3% | Reduced |
| Howard Capital Management Group, LLC | 8,615 | $1.61M | 0.14% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 8,582 | $1.61M | 0.58% | −82−0.9% | Reduced |
| Ingalls & Snyder LLC | 8,580 | $1.61M | 0.07% | −350−3.9% | Reduced |
| HBK Sorce Advisory LLC | 8,564 | $1.60M | 0.06% | +10.0% | Added |
| First Horizon Advisors, Inc. | 8,535 | $1.60M | 0.05% | +828+10.7% | Added |
| Taylor Frigon Capital Management LLC | 8,513 | $1.59M | 0.80% | −242−2.8% | Reduced |
| Moloney Securities Asset Management, LLC | 8,503 | $1.59M | 0.26% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 8,396 | $1.57M | 0.45% | +384+4.8% | Added |
| Citizens National Bank Trust Department | 8,394 | $1.57M | 0.40% | −70−0.8% | Reduced |
| Pitcairn Co | 8,391 | $1.57M | 0.12% | −80−0.9% | Reduced |
| Osborne Partners Capital Management, LLC | 8,361 | $1.57M | 0.10% | +100+1.2% | Added |
| Harbor Capital Advisors, Inc. | 8,360 | $1.57M | 0.30% | −31−0.4% | Reduced |
| Moors & Cabot, Inc. | 8,316 | $1.56M | 0.10% | +24+0.3% | Added |
| Amarillo National Bank | 8,313 | $1.56M | 0.30% | −61−0.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,284 | $1.55M | 0.16% | −9,052−52.2% | Reduced |
| Principle Wealth Partners LLC | 8,274 | $1.55M | 0.13% | +1,810+28.0% | Added |
| Western Wealth Management, LLC | 8,258 | $1.55M | 0.11% | −180−2.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,235 | $1.54M | 0.04% | −50−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 8,228 | $1.54M | 0.12% | +38+0.5% | Added |
| Triad Investment Management | 8,138 | $1.52M | 2.00% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 8,123 | $1.52M | 0.29% | +3,172+64.1% | Added |
| GLOBALT Investments LLC | 8,077 | $1.51M | 0.06% | +8,077 | New |
| Boltwood Capital Management | 8,050 | $1.51M | 0.50% | −185−2.2% | Reduced |
| Advisory Research Inc | 8,048 | $1.51M | 0.23% | −507−5.9% | Reduced |
| Union Heritage Capital, LLC | 8,000 | $1.50M | 0.78% | 00.0% | Unchanged |
| OV Management LLC | 8,000 | $1.50M | 1.24% | +8,000 | New |
| Palisade Asset Management, LLC | 7,998 | $1.50M | 0.16% | −250−3.0% | Reduced |
| Oldfather Financial Services, LLC | 7,995 | $1.50M | 0.67% | −27−0.3% | Reduced |
| Parkside Financial Bank & Trust | 7,928 | $1.49M | 0.27% | −25−0.3% | Reduced |
| RNC Capital Management LLC | 7,924 | $1.48M | 0.09% | −245−3.0% | Reduced |
| Massmutual Trust Co FSB | 7,886 | $1.48M | 0.05% | −87−1.1% | Reduced |
| FineMark National Bank & Trust | 7,880 | $1.48M | 0.06% | −50−0.6% | Reduced |
| Redwood Investment Management, LLC | 7,752 | $1.45M | 0.13% | +7,752 | New |
| Sirios Capital Management L P | 7,747 | $1.45M | 0.30% | −38,145−83.1% | Reduced |
| Summit Trail Advisors, LLC | 7,746 | $1.45M | 0.05% | +414+5.6% | Added |
| Raab & Moskowitz Asset Management LLC | 7,727 | $1.45M | 0.46% | −175−2.2% | Reduced |
| Fiduciary Family Office, LLC | 7,713 | $1.44M | 0.63% | +7,713 | New |
| Simmons Bank | 7,705 | $1.44M | 0.12% | −1,132−12.8% | Reduced |
| Excalibur Management Corp | 7,696 | $1.44M | 0.68% | −170−2.2% | Reduced |
| Benjamin Edwards Inc | 7,662 | $1.44M | 0.31% | +6,794+782.7% | Added |
| Arjuna Capital | 7,651 | $1.43M | 0.45% | −8,464−52.5% | Reduced |
| Anchor Investment Management, LLC | 7,645 | $1.43M | 0.16% | −510−6.3% | Reduced |
| Beach Investment Counsel Inc | 7,633 | $1.43M | 0.18% | 00.0% | Unchanged |
| Spinnaker Trust | 7,632 | $1.43M | 0.10% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 7,629 | $1.43M | 1.64% | +7,629 | New |
| Retireful, LLC | 7,607 | $1.43M | 0.62% | +7,607 | New |
| Duality Advisers, LP | 7,588 | $1.42M | 0.15% | −8,031−51.4% | Reduced |
| MainStreet Investment Advisors LLC | 7,568 | $1.42M | 0.16% | −2,073−21.5% | Reduced |
| Moneta Group Investment Advisors LLC | 7,522 | $1.41M | 0.03% | −3,014−28.6% | Reduced |
| Chesapeake Wealth Management | 7,503 | $1.41M | 0.54% | +67+0.9% | Added |
| Associated Banc-Corp | 7,441 | $1.39M | 0.05% | −100−1.3% | Reduced |
| Hartford Funds Management Co LLC | 7,440 | $1.39M | 0.14% | +1,639+28.3% | Added |
| Holderness Investments Co | 7,432 | $1.39M | 0.38% | +7,432 | New |
| Karpas Strategies, LLC | 7,405 | $1.39M | 0.46% | +5+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 7,352 | $1.38M | 0.70% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 7,325 | $1.37M | 0.15% | +7,325 | New |
| AXS Investments LLC | 7,316 | $1.37M | 0.33% | −570−7.2% | Reduced |
| Auxier Asset Management | 7,263 | $1.36M | 0.22% | 00.0% | Unchanged |
| Veracity Capital LLC | 7,256 | $1.36M | 0.55% | −19−0.3% | Reduced |
| Birinyi Associates Inc | 7,250 | $1.36M | 0.48% | +450+6.6% | Added |
| BancorpSouth Bank | 7,184 | $1.35M | 0.11% | −5−0.1% | Reduced |
| WSFS Capital Management, LLC | 7,183 | $1.35M | 0.08% | −2,207−23.5% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.34M | 0.52% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,127 | $1.33M | 0.13% | −215−2.9% | Reduced |
| Vident Advisory, LLC | 7,116 | $1.33M | 0.03% | −808−10.2% | Reduced |
| Monte Financial Group, LLC | 7,075 | $1.33M | 0.62% | −151−2.1% | Reduced |