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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 2,429 | $455.0K | 0.01% | −16,718−87.3% | Reduced |
| Agate Pass Investment Management, LLC | 2,420 | $453.3K | 0.26% | −500−17.1% | Reduced |
| Larson Financial Group LLC | 2,419 | $453.2K | 0.04% | +6+0.2% | Added |
| Shufro Rose & Co LLC | 3,033 | $452.5K | 0.04% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $451.4K | 0.16% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,409 | $451.3K | 0.02% | −17−0.7% | Reduced |
| LS Investment Advisors, LLC | 2,406 | $450.7K | 0.08% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $449.6K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $449.6K | 0.28% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,398 | $449.3K | 0.08% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,398 | $449.0K | 0.18% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,379 | $446.8K | 0.01% | +175+7.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,384 | $446.6K | 0.09% | +159+7.1% | Added |
| Weaver Consulting Group | 2,378 | $445.5K | 0.18% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,361 | $442.2K | 0.05% | +205+9.5% | Added |
| Birch Hill Investment Advisors LLC | 2,359 | $441.9K | 0.02% | −200−7.8% | Reduced |
| Allstate Corp | 2,352 | $440.6K | 0.03% | −85−3.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,350 | $440.0K | 0.03% | +150+6.8% | Added |
| Marino, Stram & Associates LLC | 2,347 | $439.8K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,342 | $438.8K | 0.08% | +156+7.1% | Added |
| WMS Partners, LLC | 2,341 | $438.6K | 0.03% | −406−14.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,338 | $438.0K | 0.29% | +362+18.3% | Added |
| Farther Finance Advisors, LLC | 2,314 | $433.6K | 0.03% | +699+43.3% | Added |
| Forte Capital LLC | 2,305 | $431.8K | 0.06% | +492+27.1% | Added |
| Legacy Capital Wealth Partners, LLC | 2,304 | $431.6K | 0.12% | −55−2.3% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $430.9K | 0.26% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 2,300 | $430.9K | 0.08% | +2,300 | New |
| M&R Capital Management Inc | 2,292 | $429.3K | 0.11% | +2+0.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,284 | $427.9K | 0.49% | −120−5.0% | Reduced |
| Patten Group, Inc. | 2,280 | $427.1K | 0.12% | −50−2.1% | Reduced |
| Sunburst Financial Group, LLC | 2,279 | $426.9K | 0.13% | +67+3.0% | Added |
| Columbia Trust Co 01012016 | 2,277 | $426.6K | 0.19% | +115+5.3% | Added |
| Princeton Global Asset Management LLC | 2,268 | $425.0K | 0.11% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $423.2K | 0.20% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,255 | $422.5K | 0.04% | −12−0.5% | Reduced |
| Herold Advisors, Inc. | 2,252 | $422.0K | 0.12% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,240 | $419.6K | 0.18% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,236 | $418.9K | 0.06% | +74+3.4% | Added |
| Wela Strategies, Inc. | 2,233 | $418.3K | 0.22% | +87+4.1% | Added |
| SRS Capital Advisors, Inc. | 2,232 | $418.2K | 0.05% | +506+29.3% | Added |
| Venturi Wealth Management, LLC | 2,229 | $417.6K | 0.03% | +298+15.4% | Added |
| Palisades Hudson Asset Management, L.P. | 2,221 | $416.0K | 0.20% | +4+0.2% | Added |
| Addison Capital Co | 2,219 | $415.7K | 0.26% | −275−11.0% | Reduced |
| Dechtman Wealth Management, LLC | 2,219 | $415.0K | 0.11% | +8+0.4% | Added |
| Waters Parkerson & Co., LLC | 2,214 | $415.0K | 0.02% | +55+2.5% | Added |
| G&S Capital LLC | 2,210 | $414.1K | 0.20% | −31−1.4% | Reduced |
| Stratos Wealth Advisors, LLC | 2,207 | $413.5K | 0.02% | −409−15.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,204 | $413.0K | 0.00% | +27+1.2% | Added |
| Pettyjohn, Wood & White, Inc | 2,203 | $412.7K | 0.09% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,196 | $411.4K | 0.20% | +141+6.9% | Added |
| FinTrust Capital Advisors, LLC | 2,193 | $410.8K | 0.08% | +199+10.0% | Added |
| Unique Wealth Strategies, LLC | 2,191 | $410.5K | 0.27% | +2,191 | New |
| Lindbrook Capital, LLC | 2,190 | $410.3K | 0.04% | −299−12.0% | Reduced |
| Horizon Wealth Management, LLC | 2,189 | $410.0K | 0.11% | −219−9.1% | Reduced |
| Level Four Advisory Services, LLC | 2,188 | $409.8K | 0.02% | +50+2.3% | Added |
| Symmetry Investments LP | 2,182 | $408.8K | 0.07% | −2,123−49.3% | Reduced |
| Golden State Equity Partners | 2,182 | $408.8K | 0.10% | +255+13.2% | Added |
| Hyperion Capital Advisors LP | 2,180 | $408.4K | 0.22% | +500+29.8% | Added |
| Heritage Investment Group, Inc. | 2,179 | $408.0K | 0.09% | +498+29.6% | Added |
| Physicians Financial Services, Inc. | 2,170 | $407.0K | 0.15% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 2,170 | $407.0K | 0.03% | +2,170 | New |
| Signature Wealth Management Partners, LLC | 2,171 | $406.7K | 0.36% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,170 | $406.5K | 0.06% | −63−2.8% | Reduced |
| HCR Wealth Advisors | 2,165 | $405.6K | 0.06% | +390+22.0% | Added |
| Yarbrough Capital, LLC | 2,161 | $404.8K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,160 | $404.6K | 0.20% | −73−3.3% | Reduced |
| Rossmore Private Capital | 2,155 | $403.7K | 0.06% | −15−0.7% | Reduced |
| Next Level Private LLC | 2,154 | $403.5K | 0.23% | +3+0.1% | Added |
| Eagle Bay Advisors LLC | 2,154 | $403.5K | 0.26% | −10.0% | Reduced |
| Greylin Investment Mangement Inc | 2,150 | $402.8K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,149 | $402.6K | 0.09% | +164+8.3% | Added |
| Smartleaf Asset Management LLC | 2,161 | $402.5K | 0.11% | +2,161 | New |
| Olistico Wealth, LLC | 2,141 | $401.1K | 0.31% | +399+22.9% | Added |
| Opal Wealth Advisors, LLC | 2,139 | $400.7K | 0.16% | +18+0.8% | Added |
| Morningstar Investment Management LLC | 2,132 | $399.0K | 0.05% | −110−4.9% | Reduced |
| Silverlake Wealth Management LLC | 2,129 | $398.9K | 0.22% | −13−0.6% | Reduced |
| Ariston Services Group | 2,124 | $397.9K | 0.39% | +2,124 | New |
| Geneos Wealth Management Inc. | 2,119 | $397.0K | 0.02% | −569−21.2% | Reduced |
| HC Advisors, LLC | 2,113 | $396.0K | 0.22% | +10.0% | Added |
| Macroview Investment Management LLC | 2,113 | $395.9K | 0.47% | −617−22.6% | Reduced |
| Buckingham Strategic Partners | 2,111 | $395.5K | 0.02% | −339−13.8% | Reduced |
| Aberdeen Wealth Management LLC | 2,111 | $395.5K | 0.29% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,107 | $394.7K | 0.06% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,105 | $394.3K | 0.21% | +465+28.4% | Added |
| Dearborn Partners LLC | 2,104 | $394.2K | 0.01% | +30+1.4% | Added |
| Pictet & Cie (Europe) SA | 2,101 | $393.6K | 0.01% | −250−10.6% | Reduced |
| Fairbanks Capital Management, Inc. | 2,101 | $393.6K | 0.28% | +300+16.7% | Added |
| Security National Bank of So Dak | 2,100 | $393.4K | 0.26% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,100 | $393.4K | 0.02% | +850+68.0% | Added |
| Blume Capital Management, Inc. | 2,099 | $393.2K | 0.10% | −13−0.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,105 | $393.0K | 0.26% | 00.0% | Unchanged |
| Charter Trust Co | 2,097 | $392.9K | 0.03% | −88−4.0% | Reduced |
| LMCG Investments, LLC | 2,097 | $392.9K | 0.02% | +390+22.8% | Added |
| Means Investment Co., Inc. | 2,094 | $392.3K | 0.06% | −81−3.7% | Reduced |
| Bangor Savings Bank | 2,092 | $391.9K | 0.04% | −66−3.1% | Reduced |
| Toth Financial Advisory Corp | 2,092 | $391.9K | 0.05% | +3+0.1% | Added |
| Phoenix Wealth Advisors | 2,072 | $390.2K | 0.27% | +3+0.1% | Added |
| Seven Mile Advisory | 2,077 | $389.1K | 0.34% | +276+15.3% | Added |
| Monetary Management Group Inc | 2,075 | $388.7K | 0.12% | −500−19.4% | Reduced |
| Whitener Capital Management, Inc. | 2,060 | $385.9K | 0.14% | 00.0% | Unchanged |