Skip to main content
Livermore
Livermore
ZHEN

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
WealthCollab, LLC638$119.5K0.09%+638New
Western Pacific Wealth Management, LP634$118.8K0.09%+634New
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH628$117.7K0.00%+628New
Hantz Financial Services, Inc.605$113.0K0.00%+11+1.9%Added
TFC Financial Management601$112.6K0.02%−1−0.2%Reduced
Security National Bank600$112.4K0.03%+600New
Centiva Capital, LP588$110.2K0.01%−17,979−96.8%Reduced
Salomon & Ludwin, LLC738$110.1K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.583$109.2K0.02%−9,154−94.0%Reduced
Core Alternative Capital578$108.2K0.02%−57−9.0%Reduced
American State Bank (Iowa)570$106.8K0.07%00.0%Unchanged
First Pacific Financial563$105.5K0.03%00.0%Unchanged
Westchester Capital Management, Inc.560$104.9K0.03%00.0%Unchanged
Planning Capital Management Corp544$101.9K0.08%+544New
AdvisorNet Financial, Inc535$100.3K0.01%+71+15.3%Added
Birchbrook, Inc.534$100.0K0.07%+534New
Slocum, Gordon & Co LLP533$99.9K0.09%00.0%Unchanged
Beaird Harris Wealth Management, LLC524$98.1K0.01%+24+4.8%Added
Moser Wealth Advisors, LLC520$97.4K0.06%+520New
AlphaMark Advisors, LLC518$97.0K0.04%00.0%Unchanged
West Paces Advisors Inc.512$95.9K0.03%+15+3.0%Added
Fairman Group, LLC510$95.5K0.09%+510New
Core Wealth Advisors, Inc.497$93.1K0.03%−44−8.1%Reduced
Bogart Wealth, LLC483$90.6K0.01%+12+2.5%Added
JCIC Asset Management Inc.470$88.0K0.04%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC469$87.9K0.04%+3+0.6%Added
Leonteq Securities AG469$87.9K0.01%−7,258−93.9%Reduced
Cassady Schiller Wealth Management, LLC451$84.5K0.04%00.0%Unchanged
Pacific Center for Financial Services450$84.3K0.03%00.0%Unchanged
Concord Wealth Partners441$82.6K0.02%−217−33.0%Reduced
Financial Freedom, LLC440$82.4K0.05%00.0%Unchanged
PrairieView Partners, LLC440$82.0K0.01%−76−14.7%Reduced
Addison Advisors LLC430$80.6K0.03%+174+68.0%Added
Bay Harbor Wealth Management, LLC421$78.9K0.03%00.0%Unchanged
Gleason Group, Inc.405$76.0K0.02%+1+0.2%Added
Fortitude Family Office, LLC402$75.3K0.06%+402New
Logan Capital Management Inc400$74.9K0.00%00.0%Unchanged
Field & Main Bank400$74.9K0.03%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC393$73.6K0.02%+393New
Creative Financial Designs Inc382$71.6K0.01%−35−8.4%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA378$70.8K0.03%+378New
Johnson Financial Group, Inc.373$69.9K0.00%−22−5.6%Reduced
Ironwood Wealth Management, Inc.377$69.8K0.04%00.0%Unchanged
Northwest Financial Advisors364$68.3K0.06%+364New
Tacita Capital Inc360$67.4K0.05%00.0%Unchanged
Bell Investment Advisors, Inc359$67.3K0.01%+123+52.1%Added
Oliver Lagore Vanvalin Investment Group359$67.3K0.03%00.0%Unchanged
Pinnacle Bancorp, Inc.355$66.5K0.02%+15+4.4%Added
Sound Income Strategies, LLC339$63.6K0.01%+80+30.9%Added
EdgeRock Capital LLC305$63.1K0.05%+305New
Atlantic Edge Private Wealth Management, LLC325$60.9K0.02%+325New
Planned Solutions, Inc.324$60.7K0.03%+324New
Private Wealth Management Group, LLC321$60.1K0.03%+321New
Criterion Capital Advisors, LLC320$59.9K0.04%+320New
Tidemark, LLC315$59.0K0.04%+315New
Voisard Asset Management Group, Inc.305$57.1K0.03%+305New
EntryPoint Capital, LLC302$56.6K0.05%+302New
Naples Money Management LLC301$56.3K0.05%+301New
Lee Financial Co300$56.2K0.01%−63−17.4%Reduced
Riggs Asset Managment Co. Inc.300$56.2K0.02%00.0%Unchanged
FWL Investment Management, LLC300$56.2K0.03%00.0%Unchanged
AllSquare Wealth Management LLC296$55.5K0.03%00.0%Unchanged
Covestor Ltd293$55.0K0.04%−6−2.0%Reduced
Ritter Daniher Financial Advisory LLC293$54.9K0.02%−32−9.8%Reduced
Coston, McIsaac & Partners279$52.0K0.02%00.0%Unchanged
Richardson Financial Services Inc.274$51.3K0.04%+274New
Global Wealth Strategies & Associates272$51.0K0.02%00.0%Unchanged
Wiser Advisor Group LLC260$48.7K0.08%+260New
Stephens Consulting, LLC258$48.3K0.02%00.0%Unchanged
Hoese & Co LLP280$47.8K0.05%00.0%Unchanged
Institutional & Family Asset Management, LLC251$47.1K0.01%00.0%Unchanged
Ables, Iannone, Moore & Associates, Inc.250$46.8K0.04%+250New
Carmichael Hill & Associates, Inc.249$46.6K0.02%+27+12.2%Added
FSA Wealth Management LLC243$46.0K0.02%+243New
Atlas Capital Advisors LLC234$43.8K0.01%00.0%Unchanged
Operose Advisors LLC233$43.6K0.02%−42−15.3%Reduced
Financial Perspectives, Inc232$43.4K0.02%+3+1.3%Added
Winthrop Capital Management, LLC230$43.1K0.01%+230New
GoalVest Advisory LLC224$42.0K0.02%−66−22.8%Reduced
Glen Eagle Advisors, LLC211$39.5K0.01%−19−8.3%Reduced
Coppell Advisory Solutions LLC209$39.2K0.01%+119+132.2%Added
LGT Financial Advisors LLC207$38.8K0.05%−5−2.4%Reduced
Jackson, Grant Investment Advisers, Inc.203$38.0K0.02%00.0%Unchanged
Chelsea Counsel Co200$37.5K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC200$37.5K0.01%00.0%Unchanged
Ravenstone Capital Management Inc.200$37.5K0.03%00.0%Unchanged
Delos Wealth Advisors, LLC200$37.5K0.06%+200New
Transcendent Capital Group LLC200$37.5K0.02%+200New
GW&K Investment Management, LLC190$36.0K0.00%−14−6.9%Reduced
Rogco, LP187$35.0K0.02%−35−15.8%Reduced
Dividend Assets Capital, LLC186$35.0K0.01%00.0%Unchanged
Semmax Financial Advisors Inc.161$33.8K0.01%−1−0.6%Reduced
Main Street Group, LTD171$32.2K0.01%+171New
Creekmur Asset Management LLC170$31.8K0.01%+170New
Caitlin John, LLC169$31.7K0.03%+169New
Annapolis Financial Services, LLC169$31.7K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc168$31.0K0.03%00.0%Unchanged
Abound Wealth Management163$30.5K0.01%−1−0.6%Reduced
WFA Asset Management Corp161$30.1K0.02%+161New
Rise Advisors, LLC160$30.0K0.02%+1+0.6%Added