Skip to main content

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
Park Place Capital Corp158$29.6K0.01%−175−52.6%Reduced
Custom Portfolio Group LLC156$29.2K0.03%+156New
Tyler-Stone Wealth Management155$29.0K0.01%00.0%Unchanged
Baldwin Brothers Inc155$29.0K0.00%+89+134.8%Added
Pacifica Partners Inc.170$29.0K0.01%+170New
Vermillion & White Wealth Management Group, LLC154$28.9K0.03%+154New
Sachetta, LLC153$28.7K0.01%+153New
Tradewinds Capital Management, LLC150$28.1K0.01%00.0%Unchanged
BKM Wealth Management, LLC150$28.1K0.01%+150New
Tennessee Valley Asset Management Partners150$28.0K0.01%+150New
Resurgent Financial Advisors LLC145$27.2K0.02%+145New
REAP Financial Group, LLC144$27.0K0.01%+144New
Credential Qtrade Securities Inc.143$26.8K0.00%−160−52.8%Reduced
GPS Wealth Strategies Group, LLC135$25.3K0.00%00.0%Unchanged
Scarborough Advisors, LLC132$24.8K0.01%+132New
Hoey Investments, Inc130$24.4K0.01%−100−43.5%Reduced
Raffa Wealth Management, LLC130$24.4K0.01%00.0%Unchanged
Archer Investment Corp129$24.2K0.01%00.0%Unchanged
Canton Hathaway, LLC130$24.0K0.01%−400−75.5%Reduced
Nordwand Advisors, LLC127$23.8K0.01%+37+41.1%Added
Rakuten Securities, Inc.126$23.6K0.02%+126New
DHJJ Financial Advisors, Ltd.116$21.7K0.01%00.0%Unchanged
Bray Capital Advisors108$20.2K0.01%00.0%Unchanged
Hallmark Capital Management Inc105$19.7K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC105$19.7K0.01%00.0%Unchanged
Level Financial Advisors, Inc.105$19.7K0.01%00.0%Unchanged
Granite FO LLC104$19.5K0.01%−404−79.5%Reduced
American Capital Advisory, LLC101$18.8K0.01%+101New
Albion Financial Group100$18.7K0.00%−51−33.8%Reduced
Stuart Chaussee & Associates, Inc.100$18.7K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC100$18.7K0.01%00.0%Unchanged
CGC Financial Services, LLC95$17.8K0.01%+95New
JJJ Advisors Inc.88$16.5K0.00%+35+66.0%Added
PSI Advisors, LLC85$15.9K0.01%−75−46.9%Reduced
Game Plan Financial Advisors, LLC80$15.0K0.01%+80New
DB Wealth Management Group, LLC78$14.6K0.01%00.0%Unchanged
PFS Partners, LLC75$14.1K0.01%+75New
Abich Financial Wealth Management LLC74$13.9K0.01%+74New
Chesapeake Asset Management LLC71$13.3K0.01%−132−65.0%Reduced
Highlander Capital Management, LLC–$13.0K0.00%––
Beacon Capital Management, LLC87$12.9K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.68$12.7K0.00%−830−92.4%Reduced
Winch Advisory Services, LLC66$12.4K0.00%−33−33.3%Reduced
Arlington Partners LLC64$12.0K0.00%+64New
Wetzel Investment Advisors, Inc.60$11.0K0.01%+60New
SJS Investment Consulting Inc.58$10.9K0.00%−3−4.9%Reduced
Long Island Wealth Management, Inc.52$10.0K0.01%+52New
University of Texas/Texas Am Investment Managment Co53$9.93K0.00%+53New
Dunhill Financial, LLC53$9.89K0.01%+53New
Retirement Group, LLC50$9.37K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC50$9.37K0.00%+14+38.9%Added
TSFG, LLC46$9.00K0.00%−14−23.3%Reduced
CarsonAllaria Wealth Management, Ltd.47$8.89K0.01%00.0%Unchanged
Pineridge Advisors LLC47$8.80K0.00%+47New
Frazier Financial Advisors, LLC45$8.43K0.01%+45New
DiNuzzo Private Wealth, Inc.43$8.06K0.00%+43New
Horrell Capital Management, Inc.44$8.00K0.00%00.0%Unchanged
Stone House Investment Management, LLC42$7.90K0.00%00.0%Unchanged
HighMark Wealth Management LLC42$7.90K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC42$7.87K0.00%00.0%Unchanged
Robinswood Financial LLC41$7.68K0.00%00.0%Unchanged
Gables Capital Management Inc.40$7.49K0.00%00.0%Unchanged
Mendota Financial Group, LLC40$7.49K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC38$7.12K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC38$7.12K0.00%+38New
Harvest Fund Management Co., Ltd36$7.00K0.00%00.0%Unchanged
O'Dell Group, LLC37$6.93K0.00%+37New
Timber Creek Capital Management LLC35$6.56K0.00%−15−30.0%Reduced
Red Tortoise LLC32$6.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC39$5.82K0.01%+39New
ClariVest Asset Management LLC29$5.44K0.00%+24+480.0%Added
Financial Synergies Wealth Advisors, Inc.33$4.80K0.00%+4+13.8%Added
True Wealth Design, LLC25$4.77K0.00%00.0%Unchanged
First United Bank Trust25$4.68K0.00%+25New
Gold Investment Management Ltd.25$4.68K0.00%+25New
Atwood & Palmer Inc23$4.31K0.00%+5+27.8%Added
MidAtlantic Capital Management, Inc.22$4.12K0.00%+22New
Ogorek Anthony Joseph25$4.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC20$3.75K0.00%00.0%Unchanged
Insight Financial Services20$3.75K0.00%+20New
PayPay Securities Corp19$3.69K0.18%−16−45.7%Reduced
Carolina Wealth Advisors, LLC16$3.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC16$3.00K0.00%00.0%Unchanged
Aspect Partners, LLC15$2.81K0.00%+15New
BOK Financial Private Wealth, Inc.14$2.62K0.00%−300−95.5%Reduced
Kapitalo Investimentos Ltda14$2.62K0.00%+14New
Davis Capital Management13$2.44K0.00%+13New
Sofos Investments, Inc.12$2.23K0.00%−7−36.8%Reduced
Psagot Value Holdings Ltd. / (Israel)13$2.00K0.00%00.0%Unchanged
Tfo-TDC, LLC5$9370.00%−179−97.3%Reduced
Dogwood Wealth Management LLC0$210.00%0New
Renaissance Technologies LLC0$00.00%−422,070−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−242,862−100.0%Sold out
Twinbeech Capital LP0$00.00%−162,936−100.0%Sold out
Clear Street LLC0$00.00%−150,000−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−138,490−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−97,399−100.0%Sold out
Eminence Capital, LP0$00.00%−95,241−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−79,856−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−77,716−100.0%Sold out