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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 1,176 | $220.3K | 0.06% | +1,176 | New |
| Family Firm, Inc. | 1,176 | $220.3K | 0.06% | +1,176 | New |
| Ausdal Financial Partners, Inc. | 1,175 | $220.1K | 0.03% | +1,175 | New |
| Montgomery Investment Management Inc | 1,175 | $220.1K | 0.07% | +1,175 | New |
| Tortoise Investment Management, LLC | 1,174 | $219.9K | 0.03% | −125−9.6% | Reduced |
| Wedge Capital Management L L P | 1,172 | $219.6K | 0.00% | +1,172 | New |
| Sax Wealth Advisors, LLC | 1,171 | $219.4K | 0.04% | +1,171 | New |
| Monticello Wealth Management, LLC | 1,166 | $218.3K | 0.02% | +1,166 | New |
| Silvia McColl Wealth Management, LLC | 1,165 | $218.3K | 0.20% | +1,165 | New |
| DF Dent & Co Inc | 1,157 | $216.8K | 0.00% | +1,157 | New |
| True North Advisors, LLC | 1,155 | $216.4K | 0.06% | −7,329−86.4% | Reduced |
| FLC Capital Advisors | 1,155 | $216.4K | 0.06% | +1,155 | New |
| Silver Oak Securities, Inc | 1,150 | $215.5K | 0.03% | +1,150 | New |
| Weybosset Research & Management LLC | 1,150 | $215.4K | 0.08% | +1,150 | New |
| ORG Partners LLC | 1,150 | $215.4K | 0.04% | +575+100.0% | Added |
| Hoxton Planning & Management, LLC | 1,147 | $215.0K | 0.11% | +1,147 | New |
| Spartan Planning & Wealth Management | 1,147 | $214.9K | 0.23% | +1,147 | New |
| MQS Management LLC | 1,144 | $214.3K | 0.12% | −418−26.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,140 | $213.6K | 0.07% | +73+6.8% | Added |
| Mendel Capital Management LLC | 1,138 | $213.2K | 0.15% | +1,138 | New |
| Smith Chas P & Associates Pa Cpas | 1,137 | $213.0K | 0.01% | +1,137 | New |
| James J. Burns & Company, LLC | 1,135 | $213.0K | 0.05% | +1,135 | New |
| Gunn & Co Investment Management, Inc. | 1,137 | $213.0K | 0.01% | +1,137 | New |
| Clifford Group, LLC | 1,136 | $212.8K | 0.20% | +1,136 | New |
| Farmers National Bank | 1,133 | $212.3K | 0.07% | +1,133 | New |
| UMA Financial Services, Inc. | 1,147 | $212.2K | 0.05% | +1,147 | New |
| Global Financial Private Client, LLC | 1,132 | $212.1K | 0.10% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $211.9K | 0.05% | +1,131 | New |
| Breed's Hill Capital LLC | 1,123 | $210.4K | 0.20% | +1,123 | New |
| Catalina Capital Group, LLC | 1,121 | $210.0K | 0.16% | +1,121 | New |
| Delta Financial Advisors LLC | 1,111 | $208.2K | 0.09% | +1,111 | New |
| Keebeck Wealth Management, LLC | 1,108 | $207.6K | 0.03% | +1,108 | New |
| Keel Point, LLC | 1,106 | $207.3K | 0.02% | +1,106 | New |
| First Financial Corp | 1,106 | $207.2K | 0.11% | +461+71.5% | Added |
| Fenimore Asset Management Inc | 1,105 | $207.0K | 0.00% | +1,105 | New |
| Levy Wealth Management Group, LLC | 1,103 | $206.7K | 0.06% | +1,103 | New |
| Capital Market Strategies LLC | 1,103 | $206.6K | 0.18% | +1,103 | New |
| Old Second National Bank of Aurora | 1,100 | $206.1K | 0.06% | −455−29.3% | Reduced |
| Reinhart Partners, Inc. | 1,100 | $206.1K | 0.01% | +1,100 | New |
| Greenwich Wealth Management LLC | 1,101 | $206.0K | 0.02% | +1,101 | New |
| Probity Advisors, Inc. | 1,091 | $204.4K | 0.04% | −309−22.1% | Reduced |
| CVA Family Office, LLC | 1,091 | $204.4K | 0.04% | +1,091 | New |
| Crew Capital Management, Ltd. | 1,090 | $204.2K | 0.21% | +1,090 | New |
| Alliance Wealth Advisors, LLC | 1,090 | $204.2K | 0.07% | +1,090 | New |
| BEAM Asset Management, LLC | 1,089 | $204.0K | 0.13% | +1,089 | New |
| Inscription Capital, LLC | 1,089 | $204.0K | 0.06% | +1,089 | New |
| Paragon Capital Management Ltd | 1,087 | $203.6K | 0.04% | +1,087 | New |
| Vista Investment Management | 1,086 | $203.5K | 0.09% | +1,086 | New |
| Colton Groome Financial Advisors, LLC | 1,086 | $203.5K | 0.09% | +1,086 | New |
| Glass Jacobson Investment Advisors llc | 1,085 | $203.3K | 0.08% | −107−9.0% | Reduced |
| Seeds Investor LLC | 1,085 | $203.2K | 0.23% | +1,085 | New |
| TrueWealth Advisors, LLC | 1,078 | $202.0K | 0.08% | +1,078 | New |
| Bristlecone Advisors, LLC | 1,076 | $201.6K | 0.02% | +1,076 | New |
| Quantum Financial Advisors, LLC | 1,073 | $200.9K | 0.05% | +1,073 | New |
| Gallacher Capital Management LLC | 1,068 | $200.0K | 0.11% | +1,068 | New |
| OneAscent Wealth Management LLC | 1,065 | $200.0K | 0.08% | +1,065 | New |
| Independence Bank of Kentucky | 1,065 | $199.5K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,059 | $198.0K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 1,048 | $196.3K | 0.25% | +1,048 | New |
| Capital Advisors, Ltd. LLC | 1,040 | $195.0K | 0.03% | −29−2.7% | Reduced |
| Close Asset Management Ltd | 1,001 | $188.0K | 0.01% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 1,000 | $187.3K | 0.06% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,000 | $187.3K | 0.10% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 982 | $184.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 982 | $184.0K | 0.05% | 00.0% | Unchanged |
| Truvestments Capital LLC | 965 | $180.8K | 0.08% | +1+0.1% | Added |
| General Partner, Inc. | 936 | $175.3K | 0.15% | 00.0% | Unchanged |
| West Branch Capital LLC | 934 | $175.0K | 0.08% | +50+5.7% | Added |
| Farmers & Merchants Investments Inc | 902 | $169.0K | 0.01% | −67−6.9% | Reduced |
| Northwest Capital Management Inc | 888 | $166.4K | 0.06% | 00.0% | Unchanged |
| Day & Ennis, LLC | 887 | $166.2K | 0.06% | +887 | New |
| Trifecta Capital Advisors, LLC | 887 | $166.1K | 0.05% | +1+0.1% | Added |
| PFG Private Wealth Management, LLC | 879 | $164.7K | 0.11% | −9−1.0% | Reduced |
| Wolff Wiese Magana LLC | 865 | $162.1K | 0.15% | +5+0.6% | Added |
| Orion Capital Management LLC | 840 | $157.4K | 0.09% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 825 | $154.5K | 0.07% | +550+200.0% | Added |
| Y.D. More Investments Ltd | 820 | $153.3K | 0.03% | −1,605−66.2% | Reduced |
| Mascoma Wealth Management LLC | 809 | $151.6K | 0.05% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 795 | $148.9K | 0.00% | −9−1.1% | Reduced |
| Kelly Financial Services LLC | 782 | $146.4K | 0.06% | +2+0.3% | Added |
| Providence Capital Advisors, LLC | 770 | $144.3K | 0.03% | −19−2.4% | Reduced |
| CNB Bank | 758 | $142.0K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 758 | $142.0K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 751 | $140.7K | 0.01% | +66+9.6% | Added |
| Vestor Capital, LLC | 745 | $140.0K | 0.01% | +408+121.1% | Added |
| Pathway Financial Advisers, LLC | 743 | $139.3K | 0.05% | +9+1.2% | Added |
| Castleview Partners, LLC | 721 | $135.1K | 0.09% | +332+85.3% | Added |
| Bruce G. Allen Investments, LLC | 696 | $130.4K | 0.12% | +696 | New |
| Westside Investment Management, Inc. | 693 | $129.8K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 685 | $128.3K | 0.14% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 679 | $127.0K | 0.02% | −6−0.9% | Reduced |
| Deseret Mutual Benefit Administrators | 677 | $126.8K | 0.07% | −200−22.8% | Reduced |
| Front Street Capital Management, Inc. | 675 | $126.0K | 0.03% | +675 | New |
| Versant Capital Management, Inc | 658 | $123.3K | 0.04% | +17+2.7% | Added |
| ICA Group Wealth Management, LLC | 655 | $122.7K | 0.03% | +655 | New |
| Kiely Wealth Advisory Group, Inc. | 600 | $122.7K | 0.07% | +600 | New |
| Avion Wealth | 651 | $122.0K | 0.03% | −93−12.5% | Reduced |
| Arlington Trust Co LLC | 649 | $121.6K | 0.03% | +649 | New |
| Cape Investment Advisory, Inc. | 640 | $120.0K | 0.06% | +88+15.9% | Added |
| Legacy Bridge, LLC | 640 | $119.9K | 0.08% | −225−26.0% | Reduced |