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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 2,055 | $385.0K | 0.17% | −10.0% | Reduced |
| Pacitti Group Inc. | 2,054 | $384.7K | 0.24% | +10.0% | Added |
| Fort Washington Investment Advisors Inc | 2,050 | $384.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,047 | $383.5K | 0.14% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,037 | $381.6K | 0.14% | −604−22.9% | Reduced |
| Waddell & Associates, LLC | 2,035 | $381.2K | 0.05% | −10.0% | Reduced |
| Accurate Wealth Management, LLC | 2,059 | $381.0K | 0.12% | +200+10.8% | Added |
| KKM Financial LLC | 2,025 | $379.4K | 0.24% | +2,025 | New |
| SkyView Investment Advisors, LLC | 2,024 | $379.0K | 0.09% | +155+8.3% | Added |
| Avestar Capital, LLC | 2,022 | $378.8K | 0.05% | +577+39.9% | Added |
| Auxano Advisors, LLC | 2,020 | $378.5K | 0.13% | +10.0% | Added |
| Cypress Capital Group | 2,017 | $377.9K | 0.05% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,010 | $376.6K | 0.10% | +2,010 | New |
| ORBA Wealth Advisors, L.L.C. | 2,004 | $375.4K | 0.23% | +2,004 | New |
| Magnolia Capital Management Ltd | 2,000 | $375.0K | 0.34% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,000 | $374.7K | 0.10% | −200−9.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,000 | $374.7K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,000 | $374.7K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $374.7K | 0.07% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $374.7K | 0.36% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,990 | $372.8K | 0.01% | −73−3.5% | Reduced |
| Allen Investment Management LLC | 1,976 | $370.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,976 | $370.2K | 0.10% | +199+11.2% | Added |
| Arcataur Capital Management LLC | 1,975 | $370.0K | 0.14% | −5−0.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,970 | $369.1K | 0.07% | −25−1.3% | Reduced |
| Leo Wealth, LLC | 1,818 | $368.0K | 0.04% | +1,818 | New |
| Cozad Asset Management Inc | 1,958 | $366.8K | 0.04% | +245+14.3% | Added |
| Cedar Brook Financial Partners, LLC | 1,979 | $366.2K | 0.08% | +1,979 | New |
| Keudell/Morrison Wealth Management | 1,952 | $365.7K | 0.12% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,951 | $365.5K | 0.01% | +1,951 | New |
| Mechanics Financial Corp | 1,950 | $365.3K | 0.21% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,932 | $361.9K | 0.20% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,926 | $360.9K | 0.15% | −138−6.7% | Reduced |
| Truepoint, Inc. | 1,921 | $359.9K | 0.01% | +1,921 | New |
| Greenwood Capital Associates LLC | 1,918 | $359.3K | 0.05% | −22,123−92.0% | Reduced |
| Trueblood Wealth Management, LLC | 1,914 | $358.6K | 0.22% | +1,914 | New |
| Camden Capital, LLC | 1,905 | $356.8K | 0.04% | +1,905 | New |
| First National Bank | 1,902 | $356.3K | 0.28% | −61−3.1% | Reduced |
| Everhart Financial Group, Inc. | 1,902 | $356.3K | 0.13% | −515−21.3% | Reduced |
| Donaldson Capital Management, LLC | 1,902 | $356.3K | 0.02% | −238−11.1% | Reduced |
| Cairn Investment Group, Inc. | 1,900 | $356.0K | 0.22% | 00.0% | Unchanged |
| Barton Investment Management | 1,900 | $355.9K | 0.05% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,895 | $354.9K | 0.04% | −26−1.4% | Reduced |
| First Personal Financial Services | 1,894 | $354.8K | 0.09% | 00.0% | Unchanged |
| Washington Trust Bank | 1,892 | $354.4K | 0.03% | −75−3.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,882 | $352.7K | 0.24% | +33+1.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,879 | $351.9K | 0.02% | +25+1.3% | Added |
| Raleigh Capital Management Inc. | 1,877 | $351.8K | 0.16% | +121+6.9% | Added |
| New England Capital Financial Advisors LLC | 1,875 | $351.3K | 0.21% | −3−0.2% | Reduced |
| Missouri Trust & Investment Co | 1,875 | $351.3K | 0.14% | −53−2.7% | Reduced |
| Verity & Verity, LLC | 1,874 | $351.1K | 0.04% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,873 | $350.8K | 0.15% | −64−3.3% | Reduced |
| Davis R M Inc | 1,862 | $348.9K | 0.01% | −72−3.7% | Reduced |
| Kolinsky Wealth Management, LLC | 1,859 | $348.3K | 0.31% | +171+10.1% | Added |
| Rebalance, LLC | 1,858 | $348.1K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,856 | $347.7K | 0.06% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 1,853 | $347.1K | 0.13% | +3+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 1,853 | $347.1K | 0.04% | +1,853 | New |
| Tillman Hartley LLC | 1,846 | $345.8K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,837 | $344.1K | 0.08% | −10,934−85.6% | Reduced |
| Blue Fin Capital, Inc. | 1,833 | $343.4K | 0.09% | +260+16.5% | Added |
| 626 Financial, LLC | 1,831 | $343.1K | 0.23% | −527−22.3% | Reduced |
| Financial Connections Group, Inc. | 1,834 | $343.0K | 0.22% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,830 | $342.8K | 0.12% | −50−2.7% | Reduced |
| Annex Advisory Services, LLC | 1,821 | $341.2K | 0.01% | +313+20.8% | Added |
| Merrion Investment Management Co, LLC | 1,821 | $341.1K | 0.27% | −500−21.5% | Reduced |
| Prairieview Wealth Partners, LLC | 1,818 | $340.6K | 0.34% | +1,818 | New |
| PFG Investments, LLC | 1,814 | $339.9K | 0.06% | −406−18.3% | Reduced |
| KPP Advisory Services LLC | 1,806 | $338.3K | 0.30% | −15−0.8% | Reduced |
| Northside Capital Management, LLC | 1,805 | $338.1K | 0.11% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,793 | $335.9K | 0.04% | +4+0.2% | Added |
| Drive Wealth Management, LLC | 1,782 | $333.9K | 0.11% | +118+7.1% | Added |
| Allred Capital Management, LLC | 1,780 | $333.5K | 0.14% | +2+0.1% | Added |
| Harbour Trust & Investment Management Co | 1,773 | $332.2K | 0.05% | +1,773 | New |
| Cipher Capital LP | 1,771 | $331.8K | 0.11% | +1,771 | New |
| Investors Research Corp | 1,770 | $331.6K | 0.08% | +34+2.0% | Added |
| Windsor Capital Management, LLC | 1,768 | $331.2K | 0.11% | +2+0.1% | Added |
| Nottingham Advisors, Inc. | 1,765 | $330.7K | 0.05% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,757 | $329.2K | 0.10% | −76−4.1% | Reduced |
| LCNB Corp | 1,757 | $329.2K | 0.13% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 1,757 | $329.2K | 0.17% | +1,757 | New |
| Fulton Breakefield Broenniman LLC | 1,748 | $327.4K | 0.03% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,748 | $327.4K | 0.01% | +1,748 | New |
| 180 Wealth Advisors, LLC | 1,725 | $324.8K | 0.07% | −58−3.3% | Reduced |
| Regal Investment Advisors LLC | 1,728 | $323.6K | 0.02% | −310−15.2% | Reduced |
| Flagship Private Wealth, LLC | 1,725 | $323.1K | 0.25% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,722 | $322.7K | 0.04% | +67+4.0% | Added |
| Riverwater Partners LLC | 1,721 | $322.4K | 0.25% | −72−4.0% | Reduced |
| Wealthquest Corp | 1,719 | $322.0K | 0.04% | −27−1.5% | Reduced |
| Trust Co of Virginia | 1,714 | $321.1K | 0.03% | −30−1.7% | Reduced |
| Lafayette Investments, Inc. | 1,713 | $320.9K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,705 | $319.4K | 0.03% | +1,705 | New |
| Zevenbergen Capital Investments LLC | 1,700 | $318.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,694 | $317.4K | 0.09% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,694 | $317.4K | 0.08% | +216+14.6% | Added |
| Northstar Advisory Group, LLC | 1,689 | $316.4K | 0.19% | +341+25.3% | Added |
| Partners Capital Investment Group, LLP | 1,679 | $314.5K | 0.01% | +1,679 | New |
| Astoria Portfolio Advisors LLC. | 1,529 | $314.5K | 0.13% | −931−37.8% | Reduced |
| Forza Wealth Management, LLC | 1,678 | $314.4K | 0.17% | −200−10.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,677 | $314.2K | 0.01% | −294−14.9% | Reduced |