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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; 3,021 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.

Institutional holdersQ4 2023: 2,191 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ4 2023: $114.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2023.

Institutions holding AXP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc1,433$268.0K0.04%+263+22.5%Added
Fairfield, Bush & Co.1,430$267.9K0.16%00.0%Unchanged
Eagle Harbor Asset Management Inc1,429$267.7K0.31%+14+1.0%Added
JNBA Financial Advisors1,427$267.3K0.03%−38−2.6%Reduced
Objective Capital Management, LLC1,420$266.0K0.20%+1,420New
Colonial Trust Advisors1,418$265.6K0.03%−2,085−59.5%Reduced
Sunbelt Securities, Inc.1,416$265.3K0.03%−257−15.4%Reduced
Consolidated Planning Corp1,413$264.7K0.05%00.0%Unchanged
Austin Wealth Management, LLC1,240$263.6K0.07%00.0%Unchanged
Terra Nova Asset Management LLC1,401$262.4K0.23%+10+0.7%Added
17 Capital Partners, LLC1,400$262.3K0.24%+1,400New
Channel Wealth LLC1,389$260.2K0.12%−59−4.1%Reduced
Paul Damon & Associates, Inc.1,382$259.0K0.18%−454−24.7%Reduced
Sovereign Financial Group, Inc.1,381$258.7K0.08%−37−2.6%Reduced
Tyche Wealth Partners LLC1,379$258.3K0.06%+1,379New
Strait & Sound Wealth Management LLC1,427$258.3K0.16%00.0%Unchanged
Capital Advisors Inc1,372$257.1K0.01%+1,372New
Oxford Financial Group Ltd1,372$257.0K0.02%+1,372New
Birchcreek Wealth Management, LLC1,368$256.3K0.15%+1,368New
Campbell & CO Investment Adviser LLC1,367$256.1K0.02%+1,367New
Advisors Management Group Inc1,369$256.0K0.07%00.0%Unchanged
Zega Financial, LLC1,366$255.9K0.11%+1,366New
Prelude Capital Management, LLC1,366$255.9K0.02%−333−19.6%Reduced
State of Wyoming1,365$255.7K0.05%−38−2.7%Reduced
Legacy Private Trust Co.1,365$255.7K0.02%00.0%Unchanged
AlTi Global, Inc.1,360$254.8K0.01%+1,360New
KLCM Advisors, Inc.1,358$254.3K0.04%+1,358New
Ancora Advisors, LLC1,357$254.1K0.01%−162−10.7%Reduced
Claro Advisors LLC1,356$254.1K0.06%+1,356New
Houlihan Financial Resource Group, Ltd.1,357$254.0K0.12%00.0%Unchanged
Cottonwood Capital Advisors, LLC1,355$254.0K0.21%+1,355New
Burns J W & Co Inc1,353$253.5K0.04%00.0%Unchanged
Alpha Cubed Investments, LLC1,350$252.9K0.01%−326−19.5%Reduced
Thrive Capital Management, LLC1,345$252.0K0.13%+1,345New
Plante Moran Financial Advisors, LLC1,343$251.6K0.03%+97+7.8%Added
Godsey & Gibb Associates1,337$250.5K0.03%00.0%Unchanged
Financial Advocates Investment Management1,331$249.3K0.02%−680−33.8%Reduced
Burton Enright Welch1,329$249.0K0.07%−256−16.2%Reduced
Sandy Cove Advisors, LLC1,323$247.9K0.13%+1,323New
Galvin, Gaustad & Stein, LLC1,321$247.5K0.02%+1,321New
Cascade Investment Group, Inc.1,320$247.3K0.20%+1,320New
Heartland Bank & Trust Co1,320$247.3K0.17%+1,320New
Sittner & Nelson, LLC1,319$247.0K0.13%−379−22.3%Reduced
Capital Markets Trading UK LLP1,319$247.0K0.18%−9,386−87.7%Reduced
Summit Asset Management, LLC1,315$246.4K0.06%+1,315New
Convergence Investment Partners, LLC1,316$246.0K0.13%+1,316New
Kapstone Financial Advisors LLC1,305$245.4K0.19%−54−4.0%Reduced
Murphy, Middleton, Hinkle & Parker, Inc.1,306$244.7K0.15%+1,306New
Alpha Family Trust1,305$244.5K0.17%+1,305New
Heritage Financial Services, LLC1,300$243.5K0.04%+1,300New
Alan B. Lancz & Associates, Inc.1,300$243.5K0.26%+1,300New
Libra Wealth LLC1,300$243.5K0.12%+1,300New
Fidelity D & D Bancorp Inc1,299$243.4K0.19%+1,299New
Brandywine Oak Private Wealth LLC1,292$242.0K0.03%−53−3.9%Reduced
Cynosure Management, LLC1,285$240.7K0.04%+1,285New
Voya Financial Advisors, Inc.1,278$240.0K0.03%+1,278New
4J Wealth Management LLC1,278$239.4K0.22%+1,278New
Merriman Wealth Management, LLC1,276$239.0K0.01%−520−29.0%Reduced
Port Capital LLC1,272$238.0K0.01%+1,272New
Stockman Wealth Management, Inc.1,270$237.9K0.05%+1,270New
Middleton & Co Inc1,269$237.7K0.03%+1,269New
ETF Portfolio Partners, Inc.1,269$237.7K0.08%+1,269New
Southeast Asset Advisors Inc.1,265$237.0K0.03%+1,265New
KG&L Capital Management,LLC1,265$236.9K0.10%−799−38.7%Reduced
Pure Financial Advisors, Inc.1,255$235.0K0.01%−157−11.1%Reduced
Certified Advisory Corp1,253$234.8K0.04%+1,253New
Pacific Capital Wealth Advisors, Inc1,253$234.7K0.06%+1,253New
Sand Hill Global Advisors, LLC1,252$234.6K0.01%+1,252New
E&G Advisors, LP1,250$234.2K0.08%−150−10.7%Reduced
Bridges Investment Management Inc1,250$234.2K0.01%+1,250New
Nichols & Pratt Advisers LLP1,250$234.2K0.02%+1,250New
Tanglewood Legacy Advisors, LLC1,247$233.6K0.13%00.0%Unchanged
City State Bank1,245$233.0K0.12%−100−7.4%Reduced
GeoWealth Management, LLC1,242$233.0K0.02%+1,050+546.9%Added
Angeles Investment Advisors, LLC1,242$232.7K0.01%+1,242New
Blue Square Asset Management, LLC1,240$232.3K0.15%+1,240New
Buckley Wealth Management, LLC1,237$231.7K0.08%+1,237New
North Star Asset Management Inc1,236$231.6K0.01%+1,236New
Waterloo Capital, L.P.1,232$230.8K0.04%+1,232New
Encompass Wealth Advisors, LLC1,230$230.4K0.07%+1,230New
Fragasso Group Inc.1,224$229.3K0.02%+1,224New
Heartwood Wealth Advisors LLC1,221$228.7K0.03%+1,221New
Wealth Management Partners, LLC1,219$228.4K0.13%+1,219New
Revolve Wealth Partners, LLC1,219$228.4K0.04%+1,219New
Angeles Wealth Management, LLC1,219$228.4K0.03%+1,219New
Kure Advisory, LLC1,217$228.0K0.12%+1,217New
Firestone Capital Management1,215$227.6K0.07%+1,215New
Abacus Planning Group, Inc.1,214$227.4K0.05%+1,214New
First National Corp1,213$227.3K0.06%+1,213New
Key Financial Inc1,213$227.2K0.06%00.0%Unchanged
Centaurus Financial, Inc.1,211$227.0K0.02%+102+9.2%Added
Carmel Capital Partners, LLC1,203$225.4K0.12%−293−19.6%Reduced
Sherbrooke Park Advisers LLC1,202$225.2K0.11%−6,148−83.6%Reduced
Omega Financial Group, LLC1,200$224.8K0.10%+1,200New
Regent Peak Wealth Advisors LLC1,199$224.6K0.06%+1,199New
Gryphon Financial Partners LLC1,219$224.4K0.04%+1,219New
Fountainhead AM, LLC1,196$224.1K0.06%+1,196New
Berger Financial Group, Inc1,195$223.9K0.02%+1,195New
SevenBridge Financial Group, LLC1,195$223.9K0.05%+1,195New
One Day In July LLC1,193$223.5K0.03%+1,193New