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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 2,891 | $541.6K | 0.12% | +435+17.7% | Added |
| Bank Hapoalim BM | 2,890 | $541.0K | 0.07% | +2,890 | New |
| Summit Financial Group Inc | 2,885 | $540.5K | 0.21% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 2,884 | $540.3K | 0.05% | +1,140+65.4% | Added |
| Doliver Advisors, LP | 2,881 | $539.7K | 0.17% | −338−10.5% | Reduced |
| 1858 Wealth Management, LLC | 2,877 | $539.0K | 0.51% | +2,877 | New |
| Centennial Bank | 2,870 | $537.7K | 0.32% | +70+2.5% | Added |
| Hobbs Group Advisors, LLC | 2,863 | $536.4K | 0.24% | +2,863 | New |
| Texas Yale Capital Corp. | 2,856 | $535.0K | 0.03% | +8+0.3% | Added |
| Gsa Capital Partners LLP | 2,854 | $535.0K | 0.04% | +2,854 | New |
| Bristol John W & Co Inc | 2,851 | $534.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,848 | $533.5K | 0.35% | −250−8.1% | Reduced |
| Acropolis Investment Management, LLC | 2,844 | $532.8K | 0.04% | −162−5.4% | Reduced |
| MWA Asset Management | 2,842 | $532.5K | 0.44% | −88−3.0% | Reduced |
| Fortune Financial Advisors, LLC | 2,842 | $532.4K | 0.37% | −2−0.1% | Reduced |
| Hanson & Doremus Investment Management | 2,824 | $529.0K | 0.10% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,826 | $529.0K | 0.13% | +2,826 | New |
| Aft, Forsyth & Company, Inc. | 2,811 | $526.6K | 0.33% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $524.9K | 0.09% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $524.6K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $524.6K | 0.45% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,800 | $524.6K | 0.08% | +10+0.4% | Added |
| Hamilton Capital, LLC | 2,792 | $523.1K | 0.04% | −310−10.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $521.4K | 0.06% | 00.0% | Unchanged |
| TNF LLC | 2,595 | $521.3K | 0.21% | +20+0.8% | Added |
| Athena Investment Management | 2,773 | $519.5K | 0.34% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,751 | $515.4K | 0.31% | +462+20.2% | Added |
| Marietta Investment Partners LLC | 2,750 | $515.2K | 0.13% | −50−1.8% | Reduced |
| PDS Planning, Inc | 2,747 | $514.5K | 0.06% | −222−7.5% | Reduced |
| Atomi Financial Group, Inc. | 2,730 | $511.5K | 0.07% | +912+50.2% | Added |
| Millington Financial Advisors, LLC | 2,727 | $510.9K | 0.41% | +2,727 | New |
| Sapient Capital LLC | 2,723 | $510.1K | 0.01% | +2,723 | New |
| Atlas Private Wealth Advisors | 2,722 | $510.1K | 0.09% | +72+2.7% | Added |
| Midwest Financial Group LLC | 2,723 | $510.0K | 0.38% | 00.0% | Unchanged |
| Graypoint LLC | 2,713 | $508.3K | 0.04% | −1,518−35.9% | Reduced |
| Triangle Securities Wealth Management | 2,710 | $507.7K | 0.16% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,703 | $506.4K | 0.00% | −7,960−74.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,388 | $505.0K | 0.01% | −66−1.9% | Reduced |
| PFC Capital Group, Inc. | 2,700 | $505.0K | 0.30% | +2,700 | New |
| Riverbridge Partners LLC | 2,690 | $503.9K | 0.01% | +17+0.6% | Added |
| Belpointe Asset Management LLC | 2,688 | $503.6K | 0.04% | +2,688 | New |
| Tiemann Investment Advisors, LLC | 2,676 | $501.3K | 0.24% | +350+15.0% | Added |
| Icon Wealth Advisors, LLC | 2,675 | $501.2K | 0.05% | +2,675 | New |
| Castleark Management LLC | 2,675 | $501.1K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,675 | $501.1K | 0.13% | −204−7.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,674 | $500.9K | 0.08% | −952−26.3% | Reduced |
| Marcum Wealth, LLC | 2,666 | $499.4K | 0.05% | −127−4.5% | Reduced |
| REDW Wealth LLC | 2,656 | $497.6K | 0.14% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,642 | $495.0K | 0.07% | +68+2.6% | Added |
| Sage Mountain Advisors LLC | 2,637 | $494.0K | 0.06% | −148−5.3% | Reduced |
| DRW Securities, LLC | 2,635 | $493.6K | 0.01% | +127+5.1% | Added |
| First Citizens Bank & Trust Co | 2,625 | $491.8K | 0.01% | −97−3.6% | Reduced |
| Kozak & Associates, Inc. | 2,708 | $490.0K | 0.16% | +9+0.3% | Added |
| DT Investment Partners, LLC | 2,397 | $489.3K | 0.05% | 00.0% | Unchanged |
| Bank Ozk | 2,610 | $489.0K | 0.24% | +2,610 | New |
| LGT Fund Management Co Ltd. | 2,600 | $488.3K | 0.21% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,601 | $487.2K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,601 | $487.2K | 0.04% | −848−24.6% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $487.1K | 0.15% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,600 | $487.1K | 0.17% | +100+4.0% | Added |
| Wexford Capital LP | 2,600 | $487.1K | 0.10% | +400+18.2% | Added |
| Burford Brothers, Inc. | 2,597 | $486.5K | 0.34% | +2,597 | New |
| Group One Trading, L.P. | 2,597 | $486.5K | 0.02% | −5,828−69.2% | Reduced |
| Mechanics Bank Trust Department | 2,573 | $482.0K | 0.08% | −150−5.5% | Reduced |
| Baystate Wealth Management LLC | 2,572 | $482.0K | 0.04% | +20+0.8% | Added |
| AdvisorShares Investments LLC | 2,570 | $481.5K | 0.11% | +2,570 | New |
| Regatta Capital Group, LLC | 2,568 | $481.0K | 0.13% | +103+4.2% | Added |
| Northstar Asset Management LLC | 2,556 | $478.8K | 0.13% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,550 | $477.7K | 0.10% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,549 | $477.5K | 0.10% | −48−1.8% | Reduced |
| Adirondack Trust Co | 2,172 | $476.6K | 0.21% | −212−8.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,539 | $475.7K | 0.09% | −607−19.3% | Reduced |
| Harbour Investment Management LLC | 2,539 | $475.7K | 0.25% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,537 | $475.3K | 0.21% | +150+6.3% | Added |
| Childress Capital Advisors, LLC | 2,528 | $473.6K | 0.14% | −62−2.4% | Reduced |
| Mezzasalma Advisors, LLC | 2,525 | $473.0K | 0.26% | −302−10.7% | Reduced |
| Hunter Associates Investment Management LLC | 2,524 | $473.0K | 0.09% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,515 | $471.2K | 0.13% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,488 | $470.4K | 0.18% | −91−3.5% | Reduced |
| Traphagen Investment Advisors LLC | 2,511 | $470.3K | 0.06% | +14+0.6% | Added |
| Ballast Advisors LLC | 2,510 | $470.2K | 0.18% | −45−1.8% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $469.5K | 0.21% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,506 | $469.4K | 0.28% | +2,506 | New |
| Fukoku Mutual Life Insurance Co | 2,503 | $468.9K | 0.04% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $468.4K | 0.30% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 2,500 | $468.4K | 0.37% | +2,500 | New |
| Sage Private Wealth Group, LLC | 2,485 | $465.6K | 0.42% | +369+17.4% | Added |
| Garrison Asset Management, LLC | 2,481 | $464.8K | 0.26% | −75−2.9% | Reduced |
| Advisor OS, LLC | 2,480 | $464.5K | 0.06% | +338+15.8% | Added |
| Achmea Investment Management B.V. | 2,479 | $464.0K | 0.01% | −17,106−87.3% | Reduced |
| Prestige Wealth Management Group LLC | 2,468 | $462.4K | 0.11% | +202+8.9% | Added |
| Covenant Asset Management, LLC | 2,461 | $461.0K | 0.13% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,449 | $458.8K | 0.08% | −7−0.3% | Reduced |
| Midwest Professional Planners, LTD. | 2,449 | $458.8K | 0.18% | +45+1.9% | Added |
| Round Hill Asset Management | 2,447 | $458.4K | 0.29% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,444 | $457.8K | 0.18% | +270+12.4% | Added |
| Stonebridge Capital Advisors LLC | 2,437 | $456.5K | 0.05% | +432+21.5% | Added |
| Lewis Asset Management, LLC | 2,435 | $456.1K | 0.42% | +2,435 | New |
| Benedetti & Gucer, Inc. | 2,432 | $455.6K | 0.24% | −42−1.7% | Reduced |
| Michael B. Yongue | 2,430 | $455.2K | 0.41% | +755+45.1% | Added |