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
- 2,192
- +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
- 809 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 24,159 | $4.53M | 0.92% | +975+4.2% | Added |
| First Hawaiian Bank | 23,941 | $4.49M | 0.14% | +525+2.2% | Added |
| GYL Financial Synergies, LLC | 23,873 | $4.47M | 0.37% | −114−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 23,847 | $4.47M | 0.20% | +20+0.1% | Added |
| KMG Fiduciary Partners, LLC | 23,795 | $4.46M | 0.52% | +47+0.2% | Added |
| Sandhill Capital Partners LLC | 23,603 | $4.42M | 0.37% | −2,493−9.6% | Reduced |
| Birmingham Capital Management Co Inc | 23,599 | $4.42M | 1.75% | −1,700−6.7% | Reduced |
| Overbrook Management Corp | 23,437 | $4.39M | 0.89% | −357−1.5% | Reduced |
| Metropolitan Life Insurance Co | 23,433 | $4.39M | 0.21% | −639−2.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,397 | $4.38M | 0.51% | −69−0.3% | Reduced |
| Wisconsin Capital Management LLC | 23,158 | $4.34M | 2.58% | +333+1.5% | Added |
| Synovus Financial Corp | 23,059 | $4.32M | 0.06% | −7,644−24.9% | Reduced |
| Ieq Capital, LLC | 23,030 | $4.31M | 0.07% | +2,319+11.2% | Added |
| RBF Capital, LLC | 23,000 | $4.31M | 0.27% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 22,975 | $4.30M | 2.20% | +245+1.1% | Added |
| Grassi Investment Management | 22,960 | $4.30M | 0.45% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 22,934 | $4.30M | 0.23% | −212−0.9% | Reduced |
| New England Asset Management Inc | 22,800 | $4.27M | 0.69% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 22,611 | $4.24M | 0.04% | +21,389+1,750.3% | Added |
| Hutner Capital Management Inc | 22,606 | $4.24M | 2.50% | −405−1.8% | Reduced |
| Chapman Investment Management, LLC | 22,334 | $4.18M | 3.19% | +599+2.8% | Added |
| Naples Global Advisors, LLC | 22,291 | $4.18M | 0.46% | +737+3.4% | Added |
| Chemistry Wealth Management LLC | 22,249 | $4.17M | 1.26% | −20.0% | Reduced |
| Verdence Capital Advisors LLC | 22,208 | $4.16M | 0.40% | +426+2.0% | Added |
| Family Management Corp | 22,170 | $4.15M | 0.86% | 00.0% | Unchanged |
| Coastline Trust Co | 22,166 | $4.15M | 0.55% | −278−1.2% | Reduced |
| Credit Agricole S A | 21,833 | $4.09M | 0.08% | −3,403−13.5% | Reduced |
| Hodges Capital Management Inc. | 21,827 | $4.09M | 0.22% | +5,022+29.9% | Added |
| Stonegate Investment Group, LLC | 21,772 | $4.08M | 0.14% | −932−4.1% | Reduced |
| Fiduciary Group LLC | 21,767 | $4.08M | 0.48% | −109−0.5% | Reduced |
| Bremer Bank National Association | 21,606 | $4.05M | 0.75% | +21,606 | New |
| EP Wealth Advisors, LLC | 21,605 | $4.05M | 0.05% | +1,700+8.5% | Added |
| Univest Financial Corp | 21,464 | $4.02M | 1.19% | −67−0.3% | Reduced |
| Integrated Advisors Network LLC | 21,383 | $4.01M | 0.23% | +19,535+1,057.1% | Added |
| Chicago Trust Co NA | 21,253 | $3.98M | 0.89% | −823−3.7% | Reduced |
| Resources Investment Advisors, LLC. | 21,250 | $3.98M | 0.07% | +3,967+23.0% | Added |
| Greenleaf Trust | 21,205 | $3.97M | 0.04% | −296−1.4% | Reduced |
| Empirical Finance, LLC | 21,188 | $3.97M | 0.28% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 21,155 | $3.96M | 0.14% | +5,327+33.7% | Added |
| Salvus Wealth Management, LLC | 21,146 | $3.96M | 2.82% | −435−2.0% | Reduced |
| BFSG, LLC | 21,124 | $3.96M | 0.58% | +301+1.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,831 | $3.90M | 0.26% | +20,831 | New |
| LaFleur & Godfrey LLC | 20,814 | $3.90M | 0.58% | +979+4.9% | Added |
| ProVise Management Group, LLC | 20,702 | $3.88M | 0.33% | +591+2.9% | Added |
| Gilman Hill Asset Management, LLC | 20,537 | $3.85M | 0.72% | +165+0.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 20,535 | $3.85M | 0.04% | −7,641−27.1% | Reduced |
| Foster Group, Inc. | 25,780 | $3.85M | 0.24% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 20,510 | $3.84M | 0.27% | −30.0% | Reduced |
| TownSquare Capital, LLC | 20,356 | $3.81M | 0.07% | −1,571−7.2% | Reduced |
| Stephens Inc | 20,270 | $3.80M | 0.07% | −233−1.1% | Reduced |
| National Asset Management, Inc. | 20,253 | $3.79M | 0.10% | −699−3.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.77M | 1.97% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 20,080 | $3.76M | 0.71% | +17,266+613.6% | Added |
| Sumitomo Life Insurance Co | 20,078 | $3.76M | 0.12% | −830−4.0% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $3.74M | 0.11% | 00.0% | Unchanged |
| Northstar Group, Inc. | 19,899 | $3.73M | 0.81% | +1,995+11.1% | Added |
| NBT Bank N A | 19,845 | $3.72M | 0.29% | +658+3.4% | Added |
| Kathleen S. Wright Associates Inc. | 20,227 | $3.72M | 1.89% | −1,000−4.7% | Reduced |
| Snowden Capital Advisors LLC | 19,799 | $3.71M | 0.14% | +209+1.1% | Added |
| Oliver Luxxe Assets LLC | 19,480 | $3.65M | 0.86% | +44+0.2% | Added |
| Eisler Capital (UK) Ltd. | 19,314 | $3.62M | 0.33% | −194,775−91.0% | Reduced |
| Park National Corp | 19,289 | $3.61M | 0.15% | −502−2.5% | Reduced |
| Optimas Capital Ltd | 19,200 | $3.60M | 3.39% | +19,200 | New |
| Barden Capital Management, Inc. | 23,360 | $3.59M | 2.93% | +13,260+131.3% | Added |
| CWM, LLC | 19,103 | $3.58M | 0.02% | +137+0.7% | Added |
| Modera Wealth Management, LLC | 19,082 | $3.57M | 0.06% | −93−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 19,071 | $3.57M | 0.11% | −639−3.2% | Reduced |
| Stone Point Wealth LLC | 19,041 | $3.57M | 1.37% | −1,015−5.1% | Reduced |
| Connectus Wealth, LLC | 18,990 | $3.56M | 0.07% | −984−4.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,898 | $3.54M | 0.21% | +390+2.1% | Added |
| Courier Capital LLC | 18,890 | $3.54M | 0.27% | −600−3.1% | Reduced |
| Morton Community Bank | 18,866 | $3.53M | 1.16% | +18,866 | New |
| AIA Group Ltd | 18,778 | $3.52M | 0.14% | +1,740+10.2% | Added |
| Shell Asset Management Co | 18,765 | $3.52M | 0.16% | −4,702−20.0% | Reduced |
| iA Global Asset Management Inc. | 18,558 | $3.48M | 0.08% | +12,142+189.2% | Added |
| Buckhead Capital Management LLC | 18,541 | $3.47M | 1.29% | +175+1.0% | Added |
| CSM Advisors, LLC | 18,535 | $3.47M | 0.25% | −104−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 18,409 | $3.45M | 0.20% | +2,636+16.7% | Added |
| Cullen Capital Management LLC | 18,289 | $3.43M | 0.05% | −6,048−24.9% | Reduced |
| Everence Capital Management Inc | 18,254 | $3.42M | 0.24% | +6,060+49.7% | Added |
| WP Advisors, LLC | 18,243 | $3.42M | 1.27% | −39−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,222 | $3.41M | 0.09% | −142−0.8% | Reduced |
| M. Kulyk & Associates, LLC | 18,170 | $3.40M | 0.79% | −900−4.7% | Reduced |
| Hilltop Holdings Inc. | 18,160 | $3.40M | 0.39% | +13,925+328.8% | Added |
| Mount Vernon Associates Inc | 18,146 | $3.40M | 3.33% | −200−1.1% | Reduced |
| Goelzer Investment Management, Inc. | 18,141 | $3.40M | 0.22% | −1,267−6.5% | Reduced |
| Selway Asset Management | 18,137 | $3.40M | 1.43% | +392+2.2% | Added |
| Toroso Investments, LLC | 18,034 | $3.38M | 0.08% | +1,289+7.7% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $3.38M | 1.00% | −275−1.5% | Reduced |
| Cetera Advisors LLC | 17,989 | $3.37M | 0.05% | +432+2.5% | Added |
| Callahan Advisors, LLC | 17,957 | $3.36M | 0.39% | −24−0.1% | Reduced |
| Condor Capital Management | 17,898 | $3.35M | 0.36% | +3,132+21.2% | Added |
| Elgethun Capital Management | 17,891 | $3.35M | 0.95% | −186−1.0% | Reduced |
| Richard Bernstein Advisors LLC | 17,834 | $3.34M | 0.07% | −2,402−11.9% | Reduced |
| Connable Office Inc | 17,803 | $3.34M | 0.40% | −72−0.4% | Reduced |
| Bill Few Associates, Inc. | 17,705 | $3.32M | 1.51% | −140−0.8% | Reduced |
| NVWM, LLC | 17,703 | $3.32M | 0.99% | −162−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 17,666 | $3.31M | 0.03% | +3,731+26.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 17,528 | $3.28M | 1.80% | −11,714−40.1% | Reduced |
| Glenview Trust Co | 17,509 | $3.28M | 0.08% | +1,979+12.7% | Added |