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
- 2,191
- +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
- 808 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 |
|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 1,677 | $314.2K | 0.07% | −40−2.3% | Reduced |
| Gratus Wealth Advisors, LLC | 1,675 | $313.8K | 0.06% | +1,675 | New |
| Vista Investment Partners LLC | 1,664 | $311.7K | 0.11% | +1,664 | New |
| Fagan Associates, Inc. | 1,660 | $311.0K | 0.07% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,658 | $310.6K | 0.07% | −100−5.7% | Reduced |
| Howe & Rusling Inc | 1,655 | $310.0K | 0.03% | +9+0.5% | Added |
| Skba Capital Management LLC | 1,650 | $309.1K | 0.05% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,648 | $308.7K | 0.11% | −105−6.0% | Reduced |
| EPG Wealth Management LLC | 1,472 | $308.6K | 0.08% | −105−6.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,647 | $308.5K | 0.04% | +22+1.4% | Added |
| Diversified, LLC | 1,647 | $308.5K | 0.07% | +1,647 | New |
| Act Two Investors LLC | 1,645 | $308.2K | 0.07% | +1,645 | New |
| City Holding Co | 1,640 | $307.2K | 0.05% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,638 | $306.9K | 0.05% | 00.0% | Unchanged |
| Burney Co | 1,637 | $306.7K | 0.01% | −358−17.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,632 | $305.9K | 0.13% | +3+0.2% | Added |
| Northwest Wealth Management, LLC | 1,625 | $304.4K | 0.09% | +14+0.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,625 | $304.4K | 0.12% | 00.0% | Unchanged |
| Schubert & Co | 1,623 | $304.1K | 0.28% | −34−2.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,617 | $303.0K | 0.09% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,616 | $302.7K | 0.17% | −5−0.3% | Reduced |
| Acorn Wealth Advisors, LLC | 1,612 | $302.1K | 0.18% | −1−0.1% | Reduced |
| Aire Advisors, LLC | 1,603 | $300.9K | 0.07% | −25−1.5% | Reduced |
| Sivia Capital Partners, LLC | 1,606 | $300.9K | 0.23% | +1,606 | New |
| Peterson Wealth Services | 1,604 | $300.4K | 0.13% | +3+0.2% | Added |
| Westwood Management Corp | 1,600 | $300.0K | 0.11% | 00.0% | Unchanged |
| Puzo Michael J | 1,600 | $299.7K | 0.10% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $299.7K | 0.16% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $299.7K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,598 | $299.4K | 0.03% | +50+3.2% | Added |
| Plato Investment Management Ltd | 1,595 | $298.8K | 0.37% | +1,595 | New |
| Baker Boyer National Bank | 1,593 | $298.4K | 0.11% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,589 | $297.7K | 0.02% | −326−17.0% | Reduced |
| Transcend Wealth Collective, LLC | 1,584 | $296.8K | 0.03% | +61+4.0% | Added |
| Bouchey Financial Group Ltd | 1,584 | $296.7K | 0.03% | +28+1.8% | Added |
| Gratus Capital LLC | 1,580 | $296.0K | 0.02% | −72−4.4% | Reduced |
| Kelman-Lazarov, Inc. | 1,579 | $295.8K | 0.06% | −14−0.9% | Reduced |
| Garner Asset Management Corp | 1,421 | $295.8K | 0.15% | −19−1.3% | Reduced |
| Liberty Wealth Management LLC | 1,573 | $295.0K | 0.06% | −298−15.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,571 | $294.3K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,570 | $294.0K | 0.04% | −1,807−53.5% | Reduced |
| Rockbridge Investment Management, LCC | 1,567 | $293.6K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 1,567 | $293.5K | 0.08% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,566 | $293.4K | 0.03% | −145−8.5% | Reduced |
| Hemington Wealth Management | 1,562 | $293.0K | 0.11% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,564 | $293.0K | 0.02% | +1,564 | New |
| JFS Wealth Advisors, LLC | 1,556 | $291.5K | 0.02% | +4+0.3% | Added |
| Private Portfolio Partners LLC | 1,553 | $291.0K | 0.07% | +2+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 1,550 | $290.4K | 0.06% | +1,550 | New |
| Shulman DeMeo Asset Management LLC | 1,545 | $289.4K | 0.08% | +94+6.5% | Added |
| Gateway Advisory, LLC | 1,541 | $288.7K | 0.06% | +1,541 | New |
| Centric Wealth Management | 1,401 | $288.5K | 0.10% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,540 | $288.5K | 0.10% | −619−28.7% | Reduced |
| Davidson Trust Co | 1,539 | $288.3K | 0.19% | +40+2.7% | Added |
| Round Rock Advisors, LLC | 1,534 | $287.4K | 0.07% | +1,534 | New |
| Interchange Capital Partners, LLC | 1,524 | $287.0K | 0.22% | −11−0.7% | Reduced |
| Onefund, LLC | 1,524 | $285.5K | 0.37% | +1,524 | New |
| Thrive Wealth Management, LLC | 1,523 | $285.3K | 0.06% | +1+0.1% | Added |
| Elevated Capital Advisors, LLC | 1,521 | $285.0K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,519 | $284.6K | 0.05% | −23−1.5% | Reduced |
| Connecticut Wealth Management, LLC | 1,517 | $284.2K | 0.02% | +158+11.6% | Added |
| Boit C F David | 1,525 | $284.1K | 0.16% | +1,125+281.3% | Added |
| Arden Trust Co | 1,515 | $283.8K | 0.04% | −326−17.7% | Reduced |
| Mayfair Advisory Group, LLC | 1,507 | $283.8K | 0.24% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,512 | $283.3K | 0.10% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,509 | $282.7K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 1,505 | $281.9K | 0.02% | +1,505 | New |
| Wimmer Associates 1, LLC | 1,500 | $281.0K | 0.16% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,500 | $281.0K | 0.03% | +40+2.7% | Added |
| Professional Advisory Services Inc | 1,500 | $281.0K | 0.04% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,499 | $280.8K | 0.05% | +32+2.2% | Added |
| Compass Ion Advisors, LLC | 1,497 | $280.4K | 0.04% | −22−1.4% | Reduced |
| MV Capital Management, Inc. | 1,494 | $279.9K | 0.04% | −43−2.8% | Reduced |
| Smith, Moore & Co. | 1,492 | $279.4K | 0.03% | +1,492 | New |
| Hexagon Capital Partners LLC | 1,490 | $279.0K | 0.07% | +49+3.4% | Added |
| HHM Wealth Advisors, LLC | 1,486 | $278.4K | 0.05% | +170+12.9% | Added |
| Delta Asset Management LLC | 1,486 | $278.4K | 0.03% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,485 | $278.2K | 0.08% | −29−1.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,484 | $278.0K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,479 | $277.1K | 0.20% | +1,479 | New |
| Virtue Capital Management, LLC | 1,464 | $276.4K | 0.06% | +112+8.3% | Added |
| CIC Wealth, LLC | 1,471 | $275.6K | 0.09% | +50+3.5% | Added |
| Zions Bancorporation, N.A. | 1,469 | $275.2K | 0.02% | +1+0.1% | Added |
| Great Diamond Partners, LLC | 1,467 | $274.8K | 0.07% | −25−1.7% | Reduced |
| Rakuten Investment Management, Inc. | 1,460 | $274.2K | 0.00% | +1,460 | New |
| Sonora Investment Management Group, LLC | 1,463 | $274.0K | 0.02% | +2+0.1% | Added |
| Westover Capital Advisors, LLC | 1,460 | $273.5K | 0.09% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 1,459 | $273.3K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 1,456 | $272.8K | 0.31% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,450 | $271.6K | 0.03% | +610+72.6% | Added |
| Wealth Advisors of Iowa, LLC | 1,450 | $271.6K | 0.18% | +1,450 | New |
| Hall Laurie J Trustee | 1,449 | $271.0K | 0.10% | 00.0% | Unchanged |
| Motco | 1,446 | $270.9K | 0.02% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,444 | $270.5K | 0.06% | −15,015−91.2% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $270.1K | 0.11% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,440 | $269.8K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,439 | $269.6K | 0.02% | +37+2.6% | Added |
| Accel Wealth Management | 1,438 | $269.3K | 0.14% | +1,438 | New |
| Private Capital Advisors, Inc. | 1,437 | $269.0K | 0.04% | +1,437 | New |
| First Financial Bank - Trust Division | 1,433 | $268.5K | 0.03% | 00.0% | Unchanged |