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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 3,580 | $670.7K | 0.27% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,573 | $669.4K | 0.03% | +3,573 | New |
| Alerus Financial NA | 3,566 | $668.1K | 0.05% | −67−1.8% | Reduced |
| Donoghue Forlines LLC | 3,565 | $667.9K | 0.21% | −1,165−24.6% | Reduced |
| Heritage Wealth Advisors | 3,561 | $667.1K | 0.03% | −666−15.8% | Reduced |
| Hills Bank & Trust Co | 3,530 | $661.3K | 0.06% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,527 | $660.7K | 0.25% | +464+15.1% | Added |
| Navellier & Associates Inc | 3,526 | $660.6K | 0.10% | +1,510+74.9% | Added |
| US Asset Management LLC | 3,505 | $657.0K | 0.65% | +3,505 | New |
| Cornerstone Wealth Management, LLC | 3,503 | $656.2K | 0.06% | −448−11.3% | Reduced |
| Knightsbridge Asset Management, LLC | 3,499 | $655.4K | 0.19% | −116−3.2% | Reduced |
| Transform Wealth, LLC | 3,488 | $653.5K | 0.06% | −54−1.5% | Reduced |
| Lifeworks Advisors, LLC | 3,478 | $651.6K | 0.22% | −393−10.2% | Reduced |
| Canopy Partners, LLC | 3,476 | $651.2K | 0.40% | +3,476 | New |
| LVW Advisors, LLC | 3,445 | $645.4K | 0.12% | +131+4.0% | Added |
| Portside Wealth Group, LLC | 3,441 | $644.6K | 0.12% | −327−8.7% | Reduced |
| Cetera Trust Company, N.A | 3,435 | $643.5K | 0.40% | +3,435 | New |
| Eagle Asset Management Inc | 3,431 | $642.8K | 0.00% | +542+18.8% | Added |
| Defined Wealth Management, LLC | 3,429 | $642.4K | 0.49% | −2−0.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,411 | $638.9K | 0.60% | −40−1.2% | Reduced |
| Perpetual Ltd | 3,408 | $638.5K | 0.01% | +321+10.4% | Added |
| MidWestOne Financial Group, Inc. | 3,404 | $637.7K | 0.12% | +1,218+55.7% | Added |
| CWA Asset Management Group, LLC | 3,404 | $637.7K | 0.04% | +156+4.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,388 | $636.4K | 0.02% | +667+24.5% | Added |
| Orleans Capital Management Corp | 3,380 | $633.2K | 0.43% | −325−8.8% | Reduced |
| Outlook Wealth Advisors, LLC | 3,360 | $629.4K | 0.22% | −906−21.2% | Reduced |
| Philadelphia Trust Co | 3,357 | $629.0K | 0.06% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,326 | $628.8K | 0.18% | +469+16.4% | Added |
| Mayflower Financial Advisors, LLC | 3,344 | $626.5K | 0.09% | +592+21.5% | Added |
| Tobam | 3,326 | $623.0K | 0.05% | +101+3.1% | Added |
| Aspen Investment Management Inc | 3,321 | $622.0K | 0.35% | +10.0% | Added |
| Prostatis Group LLC | 3,319 | $621.8K | 0.26% | +88+2.7% | Added |
| SYSTM Wealth Solutions LLC | 3,319 | $621.7K | 0.09% | −409−11.0% | Reduced |
| Plancorp, LLC | 3,302 | $618.6K | 0.03% | +157+5.0% | Added |
| Private Ocean, LLC | 3,295 | $617.2K | 0.06% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,288 | $616.0K | 0.14% | 00.0% | Unchanged |
| Somerville Kurt F | 3,285 | $615.4K | 0.12% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,283 | $615.1K | 0.12% | +22+0.7% | Added |
| Great Valley Advisor Group, Inc. | 3,283 | $614.9K | 0.02% | −225−6.4% | Reduced |
| Sigma Investment Counselors Inc | 3,273 | $613.2K | 0.04% | −372−10.2% | Reduced |
| SPC Financial, Inc. | 3,271 | $612.8K | 0.06% | +609+22.9% | Added |
| InterOcean Capital Group, LLC | 3,249 | $608.6K | 0.02% | +577+21.6% | Added |
| Altfest L J & Co Inc | 3,240 | $607.0K | 0.09% | +45+1.4% | Added |
| Geller Advisors LLC | 3,238 | $606.6K | 0.06% | +139+4.5% | Added |
| Fort Pitt Capital Group, LLC | 3,231 | $605.3K | 0.02% | −162−4.8% | Reduced |
| Matrix Asset Advisors Inc | 3,228 | $604.7K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,216 | $602.5K | 0.07% | 00.0% | Unchanged |
| LongView Wealth Management | 3,213 | $600.1K | 0.27% | +3,213 | New |
| SignalPoint Asset Management, LLC | 3,204 | $600.0K | 0.18% | −59−1.8% | Reduced |
| Desjardins Global Asset Management Inc. | 3,192 | $598.0K | 0.06% | −109−3.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,179 | $595.6K | 0.06% | +610+23.7% | Added |
| Tanager Wealth Management LLP | 3,177 | $595.2K | 0.11% | −117−3.6% | Reduced |
| Eagle Ridge Investment Management | 3,139 | $588.1K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 3,132 | $586.7K | 0.25% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,131 | $586.6K | 0.03% | −1,412−31.1% | Reduced |
| Purus Wealth Management, LLC | 3,128 | $586.0K | 0.34% | −94−2.9% | Reduced |
| Old Mission Investment Co LLC | 3,126 | $585.6K | 0.21% | −94−2.9% | Reduced |
| Essex Savings Bank | 3,121 | $584.7K | 0.17% | +395+14.5% | Added |
| FirstPurpose Wealth LLC | 3,110 | $582.6K | 0.22% | +61+2.0% | Added |
| Exchange Bank | 3,109 | $582.4K | 0.50% | −30−1.0% | Reduced |
| Westmount Partners, LLC | 3,108 | $582.3K | 0.24% | +41+1.3% | Added |
| Meridian Wealth Management, LLC | 3,094 | $579.7K | 0.04% | −4,786−60.7% | Reduced |
| Ridgewood Investments LLC | 3,091 | $579.0K | 0.34% | −83−2.6% | Reduced |
| Cary Street Partners Asset Management LLC | 3,089 | $578.7K | 0.10% | −25−0.8% | Reduced |
| Kovack Advisors, Inc. | 3,081 | $577.2K | 0.07% | +40+1.3% | Added |
| Steel Peak Wealth Management LLC | 3,073 | $575.6K | 0.03% | −280−8.4% | Reduced |
| Wesbanco Bank Inc | 3,047 | $570.8K | 0.03% | −442−12.7% | Reduced |
| Abbrea Capital, LLC | 3,042 | $570.0K | 0.08% | −60−1.9% | Reduced |
| First Foundation Advisors | 3,041 | $569.7K | 0.03% | −1,490−32.9% | Reduced |
| Gitterman Wealth Management, LLC | 3,021 | $566.0K | 0.25% | −649−17.7% | Reduced |
| Custom Index Systems, LLC | 3,017 | $565.2K | 0.36% | +3,017 | New |
| Reynders McVeigh Capital Management, LLC | 3,015 | $565.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,015 | $564.9K | 0.08% | +211+7.5% | Added |
| Zullo Investment Group, Inc. | 3,013 | $564.5K | 0.29% | +107+3.7% | Added |
| Bath Savings Trust Co | 3,008 | $563.5K | 0.06% | +135+4.7% | 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 |
| Global Trust Asset Management, LLC | 2,999 | $561.8K | 0.25% | +107+3.7% | Added |
| Chiron Investment Management, LLC | 2,990 | $560.1K | 0.21% | +2,990 | New |
| Hoylecohen, LLC | 2,987 | $559.6K | 0.05% | −178−5.6% | Reduced |
| Edgestream Partners, L.P. | 2,974 | $557.1K | 0.04% | +2,974 | New |
| Vivid Wealth Management, LLC | 2,969 | $556.2K | 0.38% | +2,969 | New |
| Arrow Financial Corp | 2,968 | $556.0K | 0.06% | −117−3.8% | Reduced |
| Tradition Wealth Management, LLC | 2,947 | $552.0K | 0.06% | −31−1.0% | Reduced |
| Partnership Wealth Management, LLC | 2,749 | $551.9K | 0.42% | +2,749 | New |
| Aaron Wealth Advisors | 2,945 | $551.7K | 0.09% | +82+2.9% | Added |
| Embree Financial Group | 2,944 | $551.5K | 0.12% | +2,944 | New |
| Provence Wealth Management Group | 2,937 | $550.2K | 0.30% | +258+9.6% | Added |
| Strategic Blueprint, LLC | 2,935 | $549.8K | 0.05% | +201+7.4% | Added |
| Nilsine Partners, LLC | 2,929 | $548.7K | 0.08% | +131+4.7% | Added |
| First International Bank & Trust | 2,929 | $548.7K | 0.21% | +1,337+84.0% | Added |
| Quadrant Private Wealth Management, LLC | 2,926 | $548.1K | 0.15% | −358−10.9% | Reduced |
| ERn Financial, LLC | 3,035 | $545.7K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,912 | $545.5K | 0.05% | +207+7.7% | Added |
| Cambridge Advisors Inc. | 2,910 | $545.2K | 0.14% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,903 | $543.9K | 0.37% | +5+0.2% | Added |
| VeraBank, N.A. | 2,898 | $542.9K | 0.18% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,896 | $542.5K | 0.26% | +2,896 | New |