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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 7,151 | $1.32M | 0.62% | 00.0% | Unchanged |
| McAdam, LLC | 7,051 | $1.32M | 0.10% | −23−0.3% | Reduced |
| Ritholtz Wealth Management | 7,011 | $1.31M | 0.05% | −461−6.2% | Reduced |
| Telemus Capital, LLC | 7,003 | $1.31M | 0.11% | +27+0.4% | Added |
| Fort Point Capital Partners LLC | 7,000 | $1.31M | 0.20% | −212−2.9% | Reduced |
| Beacon Financial Group | 6,997 | $1.31M | 0.16% | +202+3.0% | Added |
| Greenwood Gearhart Inc | 6,993 | $1.31M | 0.14% | −965−12.1% | Reduced |
| Davis Investment Partners, LLC | 6,988 | $1.31M | 0.63% | +209+3.1% | Added |
| Forum Financial Management, LP | 6,952 | $1.30M | 0.02% | −227−3.2% | Reduced |
| Trust Asset Management LLC | 6,944 | $1.30M | 0.13% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,930 | $1.30M | 0.02% | −392−5.4% | Reduced |
| Dynamic Advisor Solutions LLC | 6,865 | $1.30M | 0.05% | +2,526+58.2% | Added |
| We Are One Seven, LLC | 6,908 | $1.29M | 0.08% | +298+4.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,897 | $1.29M | 0.09% | −343−4.7% | Reduced |
| Piscataqua Savings Bank | 6,891 | $1.29M | 1.21% | +14+0.2% | Added |
| Strategic Advocates LLC | 6,889 | $1.29M | 0.55% | +181+2.7% | Added |
| Citadel Investment Advisory, Inc. | 6,884 | $1.29M | 0.79% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6,842 | $1.28M | 0.24% | −1,890−21.6% | Reduced |
| Insight Advisors, LLC | 6,841 | $1.28M | 0.27% | −192−2.7% | Reduced |
| Essex Investment Management Co LLC | 6,796 | $1.27M | 0.25% | −247−3.5% | Reduced |
| Symphony Financial, Ltd. Co. | 7,019 | $1.27M | 0.27% | +7,019 | New |
| Busey Wealth Management | 6,747 | $1.26M | 0.05% | −88−1.3% | Reduced |
| Stablepoint Partners, LLC | 6,724 | $1.26M | 0.32% | +6,724 | New |
| Balentine LLC | 6,705 | $1.26M | 0.04% | −556−7.7% | Reduced |
| Diligent Investors, LLC | 6,676 | $1.25M | 0.34% | 00.0% | Unchanged |
| Smithfield Trust Co | 6,662 | $1.25M | 0.07% | −50−0.7% | Reduced |
| SRN Advisors, LLC | 6,644 | $1.24M | 1.12% | +138+2.1% | Added |
| Flputnam Investment Management Co | 6,642 | $1.24M | 0.03% | +283+4.5% | Added |
| Washington Trust Advisors, Inc. | 6,633 | $1.24M | 0.12% | −123−1.8% | Reduced |
| Ascent Group, LLC | 5,805 | $1.23M | 0.12% | +1,044+21.9% | Added |
| Checchi Capital Advisers, LLC | 6,577 | $1.23M | 0.10% | +301+4.8% | Added |
| Ashton Thomas Private Wealth, LLC | 6,562 | $1.23M | 0.08% | +603+10.1% | Added |
| Patten & Patten Inc | 6,543 | $1.23M | 0.10% | −350−5.1% | Reduced |
| Community Bank, N.A. | 6,513 | $1.22M | 0.16% | −969−13.0% | Reduced |
| Verition Fund Management LLC | 6,461 | $1.21M | 0.01% | −37,968−85.5% | Reduced |
| SOA Wealth Advisors, LLC. | 6,452 | $1.21M | 0.27% | −431−6.3% | Reduced |
| Woodstock Corp | 6,448 | $1.21M | 0.14% | −850−11.6% | Reduced |
| Duff & Phelps Investment Management Co | 6,432 | $1.20M | 0.01% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,426 | $1.20M | 0.25% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,423 | $1.20M | 0.10% | −800−11.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,417 | $1.20M | 0.04% | −298−4.4% | Reduced |
| S&CO Inc | 6,386 | $1.20M | 0.09% | 00.0% | Unchanged |
| Bank of Hawaii | 6,375 | $1.19M | 0.06% | −1,589−20.0% | Reduced |
| Aurora Private Wealth, Inc. | 6,362 | $1.19M | 1.12% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,357 | $1.19M | 0.10% | −1,860−22.6% | Reduced |
| Wealthspire Advisors, LLC | 6,352 | $1.19M | 0.02% | +625+10.9% | Added |
| Independent Financial Group, LLC | 6,329 | $1.19M | 0.06% | +646+11.4% | Added |
| Linden Thomas Advisory Services, LLC | 6,321 | $1.18M | 0.22% | +906+16.7% | Added |
| Parisi Gray Wealth Management | 6,301 | $1.18M | 0.48% | +6+0.1% | Added |
| Alpine Woods Capital Investors, LLC | 6,300 | $1.18M | 0.18% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,282 | $1.18M | 0.05% | +1,160+22.6% | Added |
| Stokes Family Office, LLC | 6,277 | $1.18M | 0.16% | −1,552−19.8% | Reduced |
| Mirabella Financial Services LLP | 6,266 | $1.17M | 0.17% | +4,538+262.6% | Added |
| Global Retirement Partners, LLC | 6,483 | $1.17M | 0.05% | +274+4.4% | Added |
| Spears Abacus Advisors LLC | 6,258 | $1.17M | 0.09% | +393+6.7% | Added |
| Cigna Investments Inc | 6,253 | $1.17M | 0.24% | −146−2.3% | Reduced |
| Weik Capital Management | 6,228 | $1.17M | 0.54% | +305+5.1% | Added |
| Allworth Financial LP | 6,225 | $1.17M | 0.01% | +524+9.2% | Added |
| RMR Wealth Builders | 6,206 | $1.16M | 0.16% | +1,302+26.5% | Added |
| Strategic Investment Advisors | 6,181 | $1.16M | 0.17% | −1,463−19.1% | Reduced |
| Derbend Asset Management | 6,168 | $1.16M | 0.67% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 6,165 | $1.15M | 0.60% | +6,165 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,747 | $1.15M | 0.01% | −32−0.6% | Reduced |
| Aptus Capital Advisors, LLC | 6,157 | $1.15M | 0.03% | −7,189−53.9% | Reduced |
| HTLF Bank | 6,155 | $1.15M | 0.14% | +6,155 | New |
| Empowered Funds, LLC | 6,151 | $1.15M | 0.03% | −417−6.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,139 | $1.15M | 0.24% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 6,130 | $1.15M | 0.30% | +690+12.7% | Added |
| KRS Capital Management, LLC | 6,090 | $1.14M | 1.06% | −172−2.7% | Reduced |
| Merit Financial Group, LLC | 6,068 | $1.14M | 0.03% | −2,240−27.0% | Reduced |
| Mutual Advisors, LLC | 6,046 | $1.13M | 0.04% | −921−13.2% | Reduced |
| Penserra Capital Management LLC | 6,032 | $1.13M | 0.02% | −331−5.2% | Reduced |
| Lecap Asset Management Ltd | 6,021 | $1.13M | 0.41% | +6,021 | New |
| IPG Investment Advisors LLC | 6,012 | $1.13M | 0.23% | +6,012 | New |
| Pine Valley Investments Ltd Liability Co | 6,007 | $1.13M | 0.09% | −886−12.9% | Reduced |
| Weil Company, Inc. | 6,000 | $1.12M | 0.49% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 6,000 | $1.12M | 0.13% | +4,000+200.0% | Added |
| Ledyard National Bank | 5,945 | $1.11M | 0.11% | −5−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 5,941 | $1.11M | 0.11% | −1,296−17.9% | Reduced |
| Mather Group, LLC. | 5,910 | $1.11M | 0.02% | −158−2.6% | Reduced |
| Engineers Gate Manager LP | 5,880 | $1.10M | 0.03% | −39,110−86.9% | Reduced |
| Trust Point Inc. | 5,880 | $1.10M | 0.09% | +5,880 | New |
| MeadowBrook Investment Advisors LLC | 5,863 | $1.10M | 1.05% | +5,863 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,848 | $1.10M | 0.00% | −5,437−48.2% | Reduced |
| Daymark Wealth Partners, LLC | 100,333 | $1.09M | 0.07% | −671−0.7% | Reduced |
| Twin Capital Management Inc | 5,840 | $1.09M | 0.14% | +5,840 | New |
| LM Advisors LLC | 5,833 | $1.09M | 0.22% | +5,833 | New |
| Sentry Investment Management LLC | 5,824 | $1.09M | 0.47% | +2,446+72.4% | Added |
| Ferguson Wellman Capital Management, Inc | 5,820 | $1.09M | 0.02% | −322−5.2% | Reduced |
| Highline Wealth Partners LLC | 5,777 | $1.08M | 0.52% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,770 | $1.08M | 0.90% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,767 | $1.08M | 0.20% | +43+0.8% | Added |
| Lake Street Financial LLC | 5,741 | $1.08M | 0.17% | +3,641+173.4% | Added |
| Sigma Planning Corp | 5,739 | $1.08M | 0.08% | −4,794−45.5% | Reduced |
| Mizuho Markets Cayman LP | 5,727 | $1.07M | 0.94% | +1,350+30.8% | Added |
| BayBridge Capital Group, LLC | 5,860 | $1.07M | 0.99% | +5,860 | New |
| Fielder Capital Group LLC | 5,681 | $1.06M | 0.64% | +5,681 | New |
| Profit Investment Management, LLC | 5,677 | $1.06M | 0.61% | +1,092+23.8% | Added |
| Laurel Wealth Advisors LLC | 5,660 | $1.06M | 0.20% | +20.0% | Added |
| Old National Bancorp | 5,641 | $1.06M | 0.03% | +291+5.4% | Added |