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 |
|---|---|---|---|---|---|
| Schulhoff & Co Inc | 4,370 | $818.7K | 0.39% | −120−2.7% | Reduced |
| Trillium Asset Management, LLC | 4,364 | $818.0K | 0.02% | +753+20.9% | Added |
| Atlas Brown,Inc. | 4,365 | $817.7K | 0.34% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 4,360 | $816.8K | 0.15% | −590−11.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,354 | $815.7K | 0.46% | +150+3.6% | Added |
| Oxbow Advisors, LLC | 4,353 | $815.5K | 0.12% | +2,700+163.3% | Added |
| Prosperity Consulting Group, LLC | 4,351 | $815.2K | 0.27% | +134+3.2% | Added |
| Magnus Financial Group LLC | 4,331 | $811.3K | 0.11% | +611+16.4% | Added |
| Wellington Shields & Co., LLC | 4,320 | $809.3K | 0.30% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,299 | $805.4K | 0.17% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 4,288 | $803.3K | 0.57% | +24+0.6% | Added |
| Basepoint Wealth LLC | 4,287 | $803.0K | 0.65% | −75−1.7% | Reduced |
| Midland Wealth Advisors LLC | 4,284 | $802.6K | 0.05% | +4,284 | New |
| Harbor Investment Advisory, LLC | 4,284 | $802.5K | 0.09% | +788+22.5% | Added |
| Wealthcare Advisory Partners LLC | 4,284 | $802.5K | 0.03% | −26−0.6% | Reduced |
| Boyar Asset Management Inc. | 4,282 | $802.2K | 0.60% | −602−12.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,279 | $801.6K | 0.03% | +192+4.7% | Added |
| Symmetry Partners, LLC | 4,258 | $800.0K | 0.04% | −1,573−27.0% | Reduced |
| Alhambra Investment Partners LLC | 4,255 | $797.1K | 0.47% | −100−2.3% | Reduced |
| Cypress Wealth Services, LLC | 4,238 | $794.0K | 0.20% | +15+0.4% | Added |
| Sage Rhino Capital LLC | 4,220 | $790.5K | 0.20% | −36−0.8% | Reduced |
| Vista Wealth Management Group, LLC | 4,219 | $790.4K | 0.07% | −110−2.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,218 | $790.0K | 0.26% | −114−2.6% | Reduced |
| Advisors Capital Management, LLC | 4,204 | $788.0K | 0.02% | +4,204 | New |
| Lyell Wealth Management, LP | 4,205 | $787.8K | 0.09% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,195 | $785.9K | 0.07% | +10.0% | Added |
| Summit Global Investments | 4,190 | $785.0K | 0.05% | −1,818−30.3% | Reduced |
| Chicago Partners Investment Group LLC | 4,221 | $784.3K | 0.04% | +19+0.5% | Added |
| Prairie Sky Financial Group LLC | 4,181 | $783.3K | 0.51% | +66+1.6% | Added |
| Spire Wealth Management | 4,273 | $782.6K | 0.03% | +209+5.1% | Added |
| J. W. Coons Advisors, LLC | 4,142 | $775.9K | 0.21% | +175+4.4% | Added |
| Alexander Randolph Advisory, Inc. | 4,141 | $775.8K | 0.71% | +4,141 | New |
| Benin Management CORP | 4,124 | $772.6K | 0.26% | +8+0.2% | Added |
| Evermay Wealth Management LLC | 4,121 | $772.0K | 0.14% | −26−0.6% | Reduced |
| Baldwin Investment Management, LLC | 4,110 | $770.0K | 0.12% | 00.0% | Unchanged |
| Platform Technology Partners | 3,626 | $769.6K | 0.30% | −1,495−29.2% | Reduced |
| International Assets Investment Management, LLC | 54,832 | $768.8K | 0.10% | +433+0.8% | Added |
| Lebenthal Global Advisors, LLC | 4,087 | $765.7K | 0.18% | +4,087 | New |
| Ameritas Advisory Services, LLC | 3,815 | $764.5K | 0.04% | −4,429−53.7% | Reduced |
| Journey Strategic Wealth LLC | 4,073 | $763.0K | 0.04% | +771+23.3% | Added |
| Mango Five Family, Inc. | 4,054 | $759.5K | 0.29% | +4,054 | New |
| WBH Advisory Inc | 4,047 | $758.2K | 0.08% | −138−3.3% | Reduced |
| Virtus ETF Advisers LLC | 4,041 | $757.0K | 0.48% | −346−7.9% | Reduced |
| Morse Asset Management, Inc | 4,040 | $757.0K | 0.22% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,024 | $754.0K | 0.11% | −528−11.6% | Reduced |
| GTS Securities LLC | 4,023 | $753.7K | 0.02% | −20,080−83.3% | Reduced |
| GAMMA Investing LLC | 3,754 | $753.5K | 0.20% | +3,754 | New |
| Estabrook Capital Management | 4,014 | $752.0K | 0.12% | −10−0.2% | Reduced |
| First Western Trust Bank | 4,006 | $750.5K | 0.04% | −7−0.2% | Reduced |
| Ellis Investment Partners, LLC | 3,971 | $744.0K | 0.17% | −1,861−31.9% | Reduced |
| PFG Advisors | 3,961 | $742.0K | 0.06% | +9+0.2% | Added |
| Salem Investment Counselors Inc | 3,954 | $740.7K | 0.03% | +281+7.7% | Added |
| Boston Financial Mangement LLC | 3,953 | $740.6K | 0.03% | −6−0.2% | Reduced |
| Tritonpoint Wealth, LLC | 3,921 | $734.6K | 0.07% | +3,921 | New |
| Essex Financial Services, Inc. | 3,920 | $734.5K | 0.08% | +104+2.7% | Added |
| MCF Advisors LLC | 3,918 | $734.0K | 0.06% | +888+29.3% | Added |
| Culbertson A N & Co Inc | 3,913 | $733.1K | 0.14% | +20+0.5% | Added |
| Centerpoint Advisors, LLC | 3,912 | $733.0K | 0.29% | −81−2.0% | Reduced |
| Sanders Morris Harris LLC | 3,892 | $732.3K | 0.36% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 3,905 | $731.6K | 0.23% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 3,900 | $730.6K | 0.35% | −200−4.9% | Reduced |
| Oakworth Capital, Inc. | 3,897 | $730.1K | 0.06% | −14−0.4% | Reduced |
| Founders Financial Securities LLC | 3,885 | $727.8K | 0.08% | +3,885 | New |
| Avantax Planning Partners, Inc. | 3,880 | $726.9K | 0.03% | +1,710+78.8% | Added |
| West Coast Financial LLC | 3,875 | $725.9K | 0.10% | +3,875 | New |
| WBI Investments | 3,873 | $725.5K | 0.15% | +3,873 | New |
| Capital Analysts, LLC | 3,856 | $722.0K | 0.04% | +136+3.7% | Added |
| Ellevest, Inc. | 3,849 | $721.1K | 0.05% | +668+21.0% | Added |
| River & Mercantile Asset Management LLP | 3,846 | $720.5K | 0.14% | −38−1.0% | Reduced |
| Linscomb & Williams, Inc. | 3,840 | $719.4K | 0.04% | −20−0.5% | Reduced |
| CX Institutional | 3,839 | $719.1K | 0.04% | −1,581−29.2% | Reduced |
| Petrus Trust Company, LTA | 3,835 | $718.4K | 0.07% | +1,377+56.0% | Added |
| MTM Investment Management, LLC | 3,828 | $717.1K | 0.33% | +6+0.2% | Added |
| Union Savings Bank | 3,821 | $715.8K | 0.41% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,790 | $710.0K | 0.16% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,781 | $708.5K | 0.21% | +140+3.8% | Added |
| Delta Investment Management, LLC | 3,762 | $704.8K | 0.17% | +2+0.1% | Added |
| Wealthsource Partners, LLC | 3,746 | $701.7K | 0.05% | +35+0.9% | Added |
| Accredited Investors Inc. | 3,743 | $701.2K | 0.05% | +35+0.9% | Added |
| Continuum Advisory, LLC | 3,739 | $700.9K | 0.10% | −489−11.6% | Reduced |
| Grove Bank & Trust | 3,727 | $698.2K | 0.13% | −10.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,716 | $696.1K | 0.18% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,702 | $693.5K | 0.06% | +3,702 | New |
| Aquatic Capital Management LLC | 3,700 | $693.0K | 0.02% | −94,900−96.2% | Reduced |
| RMB Capital Management, LLC | 3,682 | $689.8K | 0.02% | +24+0.7% | Added |
| SeaCrest Wealth Management, LLC | 3,641 | $688.3K | 0.09% | −55−1.5% | Reduced |
| First City Capital Management, Inc. | 3,669 | $687.4K | 0.40% | +21+0.6% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $686.0K | 0.12% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,653 | $684.4K | 0.04% | −391−9.7% | Reduced |
| LGL Partners, LLC | 3,652 | $684.1K | 0.09% | +3+0.1% | Added |
| Solitude Financial Services | 3,650 | $683.8K | 0.37% | +50+1.4% | Added |
| Aries Wealth Management | 3,649 | $683.6K | 0.24% | −411−10.1% | Reduced |
| American National Bank | 3,646 | $683.0K | 0.11% | −182−4.8% | Reduced |
| Jones Financial Companies LLLP | 3,640 | $681.9K | 0.00% | −637−14.9% | Reduced |
| Breakwater Capital Group | 3,679 | $680.7K | 0.19% | +133+3.8% | Added |
| Resolute Wealth Strategies, LLC | 3,632 | $680.5K | 0.46% | +5+0.1% | Added |
| Lazari Capital Management, Inc. | 3,630 | $680.0K | 0.39% | −300−7.6% | Reduced |
| Modern Wealth Management, LLC | 3,601 | $674.6K | 0.09% | +3,601 | New |
| Saybrook Capital | 3,600 | $674.0K | 0.19% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 3,587 | $672.0K | 0.02% | +106+3.0% | Added |