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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 5,640 | $1.06M | 0.03% | +1,063+23.2% | Added |
| Ramirez Asset Management, Inc. | 5,604 | $1.05M | 0.21% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 5,586 | $1.05M | 0.35% | +5,586 | New |
| Northcape Wealth Management, LLC | 5,580 | $1.05M | 0.38% | −79−1.4% | Reduced |
| Quest Partners LLC | 5,564 | $1.04M | 0.22% | +5,564 | New |
| Syon Capital LLC | 5,515 | $1.03M | 0.11% | +235+4.5% | Added |
| Edge Capital Group, LLC | 5,512 | $1.03M | 0.06% | −549−9.1% | Reduced |
| L2 Asset Management, LLC | 5,502 | $1.03M | 0.42% | +4,781+663.1% | Added |
| Icon Advisers Inc | 5,500 | $1.03M | 0.24% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 5,445 | $1.02M | 0.60% | +157+3.0% | Added |
| Granite Bay Wealth Management, LLC | 6,300 | $1.01M | 0.01% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 5,407 | $1.01M | 0.21% | +133+2.5% | Added |
| IHT Wealth Management, LLC | 5,393 | $1.01M | 0.05% | +60+1.1% | Added |
| Zhang Financial LLC | 5,379 | $1.01M | 0.09% | +336+6.7% | Added |
| Wealth Alliance | 5,369 | $1.01M | 0.14% | −540−9.1% | Reduced |
| First Command Advisory Services, Inc. | 5,364 | $1.00M | 0.01% | 00.0% | Unchanged |
| Pecaut & Co. | 5,340 | $1.00M | 0.40% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 5,330 | $998.5K | 0.02% | +73+1.4% | Added |
| Lavaca Capital LLC | 5,327 | $998.0K | 0.61% | −494−8.5% | Reduced |
| FDx Advisors, Inc. | 5,303 | $993.0K | 0.08% | −498−8.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,271 | $987.5K | 0.04% | −6,548−55.4% | Reduced |
| Hohimer Wealth Management, LLC | 5,268 | $986.9K | 0.25% | +73+1.4% | Added |
| Levin Capital Strategies, L.P. | 5,258 | $985.0K | 0.11% | +194+3.8% | Added |
| Strategic Advisors LLC | 5,244 | $982.3K | 0.19% | +58+1.1% | Added |
| Carr Financial Group Corp | 5,240 | $981.7K | 0.36% | −1,240−19.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,239 | $981.4K | 0.08% | +307+6.2% | Added |
| Verus Capital Partners, LLC | 5,225 | $978.8K | 0.12% | −183−3.4% | Reduced |
| Cornerstone Planning Group LLC | 5,211 | $976.3K | 0.32% | −776−13.0% | Reduced |
| Factorial Partners, LLC | 5,200 | $974.2K | 0.62% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,198 | $973.8K | 0.70% | −5−0.1% | Reduced |
| Sargent Investment Group, LLC | 5,196 | $973.4K | 0.21% | +18+0.3% | Added |
| Vectors Research Management, LLC | 5,209 | $973.0K | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5,187 | $971.7K | 0.07% | −123−2.3% | Reduced |
| Capital Management Associates | 5,170 | $968.5K | 1.23% | +230+4.7% | Added |
| Wolverine Trading, LLC | 5,149 | $964.6K | 0.01% | +5,149 | New |
| Legacy Edge Advisors, LLC | 5,147 | $964.2K | 0.22% | +5,147 | New |
| S.A. Mason LLC | 5,146 | $964.1K | 0.65% | +91+1.8% | Added |
| Sterling Wealth Management, Inc. | 5,128 | $960.7K | 0.54% | +5,128 | New |
| Garde Capital, Inc. | 5,062 | $948.0K | 0.07% | +39+0.8% | Added |
| Confluence Wealth Services, Inc. | 5,045 | $945.1K | 0.10% | +48+1.0% | Added |
| WealthTrust Axiom LLC | 5,035 | $943.4K | 0.32% | +2,236+79.9% | Added |
| Entropy Technologies, LP | 5,018 | $940.1K | 0.17% | +5,018 | New |
| Wade G W & Inc | 5,007 | $938.0K | 0.03% | −1,649−24.8% | Reduced |
| Spirit of America Management Corp | 5,000 | $936.7K | 0.21% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 4,994 | $935.6K | 0.01% | +394+8.6% | Added |
| Brooks, Moore & Associates, Inc. | 4,991 | $935.1K | 0.64% | +443+9.7% | Added |
| Washington Trust Co | 4,894 | $916.9K | 0.04% | +64+1.3% | Added |
| Clarius Group, LLC | 4,873 | $912.9K | 0.08% | −474−8.9% | Reduced |
| Scissortail Wealth Management, LLC | 4,539 | $911.7K | 0.29% | +1,539+51.3% | Added |
| DFPG Investments, LLC | 4,891 | $911.3K | 0.07% | +4,891 | New |
| Premier Path Wealth Partners, LLC | 4,854 | $906.7K | 0.20% | +4,854 | New |
| Pflug Koory, LLC | 4,833 | $905.4K | 0.48% | −100−2.0% | Reduced |
| Baker Avenue Asset Management, LP | 4,812 | $901.5K | 0.04% | +261+5.7% | Added |
| Jamison Private Wealth Management, Inc. | 4,772 | $894.1K | 0.17% | −90−1.9% | Reduced |
| North Star Investment Management Corp. | 4,769 | $893.4K | 0.07% | −50−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,747 | $889.3K | 0.15% | −370−7.2% | Reduced |
| Brighton Jones LLC | 4,746 | $889.0K | 0.04% | +491+11.5% | Added |
| Private Trust Co NA | 4,745 | $888.9K | 0.10% | −154−3.1% | Reduced |
| Papp L Roy & Associates | 4,721 | $884.4K | 0.11% | 00.0% | Unchanged |
| Leisure Capital Management | 4,705 | $881.4K | 0.48% | −58−1.2% | Reduced |
| Muirfield Wealth Advisors LLC | 4,689 | $878.4K | 0.93% | +4,689 | New |
| TCI Wealth Advisors, Inc. | 4,686 | $877.9K | 0.09% | −475−9.2% | Reduced |
| Byrne Asset Management LLC | 4,669 | $873.4K | 0.67% | – | – |
| Tufton Capital Management | 4,660 | $873.0K | 0.18% | 00.0% | Unchanged |
| Sippican Capital Advisors | 4,659 | $872.8K | 0.68% | +2,206+89.9% | Added |
| Delta Financial Group, Inc. | 4,649 | $871.0K | 0.27% | −406−8.0% | Reduced |
| Legacy Advisors, LLC | 4,635 | $868.3K | 0.11% | +93+2.0% | Added |
| Guardian Investment Management | 4,617 | $864.9K | 0.73% | +4,617 | New |
| Ignite Planners, LLC | 4,577 | $861.8K | 0.26% | −224−4.7% | Reduced |
| Fred Alger Management, LLC | 4,600 | $861.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,599 | $861.6K | 0.03% | +849+22.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,593 | $860.5K | 0.14% | −100−2.1% | Reduced |
| Sentry LLC | 4,591 | $860.1K | 0.18% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,580 | $858.1K | 0.28% | +62+1.4% | Added |
| Twelve Points Wealth Management LLC | 4,568 | $855.8K | 0.41% | −230−4.8% | Reduced |
| Saxon Interests, Inc. | 4,567 | $855.5K | 0.43% | −8,730−65.7% | Reduced |
| Dakota Wealth Management | 4,563 | $854.9K | 0.03% | +332+7.8% | Added |
| RB Capital Management, LLC | 4,554 | $853.1K | 0.25% | −87−1.9% | Reduced |
| Waldron Private Wealth LLC | 4,548 | $852.0K | 0.04% | −614−11.9% | Reduced |
| Leavell Investment Management, Inc. | 4,547 | $852.0K | 0.05% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 4,544 | $851.3K | 0.31% | +4,544 | New |
| Robertson Stephens Wealth Management, LLC | 4,525 | $847.8K | 0.05% | −154−3.3% | Reduced |
| Conning Inc. | 4,520 | $846.8K | 0.03% | −15−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 4,506 | $844.2K | 0.03% | +1,310+41.0% | Added |
| First Affirmative Financial Network | 4,504 | $843.8K | 0.67% | +193+4.5% | Added |
| United Community Bank | 4,502 | $843.4K | 0.36% | +4,502 | New |
| Bedel Financial Consulting, Inc. | 4,502 | $843.3K | 0.15% | −273−5.7% | Reduced |
| Dover Advisors, LLC | 4,495 | $842.1K | 1.11% | −1,614−26.4% | Reduced |
| Orrstown Financial Services Inc | 4,494 | $841.9K | 0.67% | +4,494 | New |
| Ervin Investment Management, LLC | 4,481 | $839.5K | 0.64% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,477 | $838.7K | 0.01% | −178−3.8% | Reduced |
| Paragon Private Wealth Management, LLC | 4,458 | $835.2K | 0.58% | −456−9.3% | Reduced |
| RFP Financial Group LLC | 4,455 | $834.6K | 0.34% | +50+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 4,454 | $834.4K | 0.27% | +204+4.8% | Added |
| Resources Management Corp | 4,435 | $831.0K | 0.12% | −350−7.3% | Reduced |
| IFG Advisors, LLC | 4,427 | $829.3K | 0.24% | +7+0.2% | Added |
| Proathlete Wealth Management LLC | 4,420 | $828.2K | 0.49% | +4,420 | New |
| Harbour Investments, Inc. | 4,410 | $826.1K | 0.03% | −1,588−26.5% | Reduced |
| Versor Investments LP | 4,400 | $824.3K | 0.17% | +4,400 | New |
| Oak Harvest Investment Services | 4,394 | $823.1K | 0.16% | −1,684−27.7% | Reduced |