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 |
|---|---|---|---|---|---|
| Strata Wealth Advisors, LLC | 17,479 | $3.27M | 1.29% | +17,479 | New |
| Groupama Asset Managment | 17,450 | $3.27M | 0.09% | +17,450 | New |
| Veriti Management LLC | 17,392 | $3.26M | 0.29% | +8,995+107.1% | Added |
| Mathes Company, Inc. | 17,315 | $3.24M | 1.34% | +25+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 17,245 | $3.23M | 0.07% | −4,119−19.3% | Reduced |
| Shelton Capital Management | 17,208 | $3.22M | 0.10% | −6,312−26.8% | Reduced |
| Lakeview Capital Partners, LLC | 17,165 | $3.22M | 0.57% | −3,208−15.7% | Reduced |
| Pring Turner Capital Group Inc | 16,973 | $3.18M | 2.43% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 16,911 | $3.17M | 0.02% | −28,896−63.1% | Reduced |
| NorthRock Partners, LLC | 16,835 | $3.15M | 0.13% | +12,068+253.2% | Added |
| Resonant Capital Advisors, LLC | 16,760 | $3.14M | 0.30% | −1,260−7.0% | Reduced |
| Lodestone Wealth Management LLC | 16,687 | $3.13M | 1.82% | −140−0.8% | Reduced |
| Nemes Rush Group LLC | 16,664 | $3.12M | 0.50% | −121−0.7% | Reduced |
| NewEdge Wealth, LLC | 16,519 | $3.09M | 0.08% | +2,960+21.8% | Added |
| Canandaigua National Bank & Trust Co | 16,385 | $3.07M | 0.47% | −562−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 16,285 | $3.05M | 0.05% | −1,986−10.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 16,082 | $3.01M | 0.09% | −413−2.5% | Reduced |
| Ostrum Asset Management | 16,039 | $3.00M | 0.26% | +1,497+10.3% | Added |
| Brave Asset Management Inc | 16,038 | $3.00M | 0.85% | +42+0.3% | Added |
| Ballentine Partners, LLC | 15,824 | $2.96M | 0.06% | +2,945+22.9% | Added |
| Azimuth Capital Investment Management LLC | 15,791 | $2.96M | 0.13% | −2,439−13.4% | Reduced |
| Acadian Asset Management LLC | 15,791 | $2.96M | 0.01% | +8,652+121.2% | Added |
| Lincoln Capital LLC | 15,733 | $2.95M | 0.72% | +75+0.5% | Added |
| Boston Private Wealth LLC | 15,659 | $2.93M | 0.07% | −5,379−25.6% | Reduced |
| Valeo Financial Advisors, LLC | 15,617 | $2.93M | 0.12% | +1,407+9.9% | Added |
| Beese Fulmer Investment Management, Inc. | 15,534 | $2.91M | 0.30% | −212−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,489 | $2.90M | 0.01% | +1,538+11.0% | Added |
| Empire Financial Management Company, LLC | 15,413 | $2.89M | 1.13% | +325+2.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,390 | $2.88M | 1.34% | +15,390 | New |
| Pettee Investors, Inc. | 15,366 | $2.88M | 1.27% | −200−1.3% | Reduced |
| FJ Investments, LLC | 15,200 | $2.85M | 0.14% | +15,200 | New |
| Compass Wealth Management LLC | 15,084 | $2.83M | 0.79% | −200−1.3% | Reduced |
| Tower Bridge Advisors | 15,077 | $2.82M | 0.24% | −50−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 14,850 | $2.78M | 0.03% | +4,153+38.8% | Added |
| William Allan, LLC | 14,797 | $2.77M | 1.99% | −827−5.3% | Reduced |
| Evercore Wealth Management, LLC | 14,764 | $2.77M | 0.05% | −163−1.1% | Reduced |
| Bulltick Wealth Management, LLC | 14,748 | $2.76M | 0.63% | +268+1.9% | Added |
| Sound View Wealth Advisors Group, LLC | 14,707 | $2.76M | 0.30% | +1,633+12.5% | Added |
| Chartwell Investment Partners, LLC | 14,687 | $2.75M | 0.10% | +1,154+8.5% | Added |
| Conscious Wealth Investments, LLC | 14,612 | $2.75M | 2.19% | +14,612 | New |
| Intrinsic Value Partners, LLC | 14,649 | $2.74M | 3.20% | −180−1.2% | Reduced |
| Kanawha Capital Management LLC | 14,552 | $2.73M | 0.25% | −201−1.4% | Reduced |
| Valicenti Advisory Services Inc | 14,430 | $2.70M | 0.82% | +14,430 | New |
| Trust Co of Vermont | 14,364 | $2.69M | 0.18% | −12,238−46.0% | Reduced |
| Eads & Heald Wealth Management | 14,358 | $2.69M | 1.29% | −205−1.4% | Reduced |
| Wynn Capital, LLC | 14,315 | $2.68M | 2.19% | +14,315 | New |
| Park Avenue Securities LLC | 14,256 | $2.67M | 0.04% | +3,503+32.6% | Added |
| Alps Advisors Inc | 14,256 | $2.67M | 0.02% | +394+2.8% | Added |
| Investment Advisory Services Inc | 14,179 | $2.66M | 1.05% | −158−1.1% | Reduced |
| Rehmann Capital Advisory Group | 14,128 | $2.65M | 0.22% | −570−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 14,041 | $2.63M | 0.12% | +14,041 | New |
| Webster Bank, N. A. | 14,040 | $2.63M | 0.32% | −395−2.7% | Reduced |
| Brendel Financial Advisors LLC | 14,021 | $2.63M | 1.72% | +14,021 | New |
| Equitable Holdings, Inc. | 14,009 | $2.62M | 0.03% | +2,385+20.5% | Added |
| Townsend & Associates, Inc | 14,028 | $2.61M | 0.33% | +68+0.5% | Added |
| TCTC Holdings, LLC | 13,838 | $2.59M | 0.09% | +133+1.0% | Added |
| Grandfield & Dodd, LLC | 13,800 | $2.59M | 0.18% | −850−5.8% | Reduced |
| Benedict Financial Advisors Inc | 13,784 | $2.58M | 0.70% | +355+2.6% | Added |
| Proequities, Inc. | 13,780 | $2.58M | 0.18% | −1,019−6.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,778 | $2.58M | 0.14% | +480+3.6% | Added |
| Caliber Wealth Management, LLC | 13,751 | $2.58M | 1.51% | +454+3.4% | Added |
| Fort Sheridan Advisors LLC | 13,682 | $2.56M | 0.51% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 13,669 | $2.56M | 0.07% | +1,102+8.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,634 | $2.55M | 0.23% | 00.0% | Unchanged |
| Boston Family Office LLC | 13,602 | $2.55M | 0.19% | −110−0.8% | Reduced |
| Peoples Financial Services Corp. | 13,571 | $2.54M | 1.10% | −260−1.9% | Reduced |
| TD Private Client Wealth LLC | 13,547 | $2.54M | 0.09% | +49+0.4% | Added |
| Columbia Asset Management | 13,539 | $2.54M | 0.52% | +114+0.8% | Added |
| Invesco, LLC | 13,475 | $2.52M | 1.17% | −110−0.8% | Reduced |
| Greenfield Savings Bank | 13,440 | $2.52M | 1.46% | +248+1.9% | Added |
| CAPROCK Group, Inc. | 13,417 | $2.51M | 0.16% | +593+4.6% | Added |
| Impax Asset Management Group plc | 13,409 | $2.51M | 0.01% | +181+1.4% | Added |
| First Dallas Securities Inc. | 13,374 | $2.50M | 1.29% | +11,849+777.0% | Added |
| Colonial Trust Co | 13,365 | $2.50M | 0.52% | +1,987+17.5% | Added |
| Commerzbank Aktiengesellschaft | 13,360 | $2.50M | 0.10% | −24,644−64.8% | Reduced |
| Welch Group, LLC | 13,342 | $2.50M | 0.13% | +1,000+8.1% | Added |
| Gladstone Institutional Advisory LLC | 13,321 | $2.50M | 0.14% | +531+4.2% | Added |
| Lincoln National Corp | 13,317 | $2.49M | 0.04% | +676+5.3% | Added |
| Vestcor Inc | 13,314 | $2.49M | 0.08% | −143−1.1% | Reduced |
| Apollon Wealth Management, LLC | 13,205 | $2.47M | 0.09% | +6,705+103.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 13,191 | $2.47M | 0.60% | 00.0% | Unchanged |
| South State Corp. | 13,143 | $2.46M | 0.21% | +11,788+870.0% | Added |
| Cullen Investment Group, Ltd. | 13,130 | $2.46M | 0.43% | +13,130 | New |
| Smith, Salley & Associates | 13,094 | $2.45M | 0.16% | +300+2.3% | Added |
| Quadrant Capital Group LLC | 13,004 | $2.44M | 0.21% | +320+2.5% | Added |
| Coldstream Capital Management Inc | 12,982 | $2.43M | 0.07% | +989+8.2% | Added |
| Sawyer & Company, Inc | 12,845 | $2.41M | 1.06% | −550−4.1% | Reduced |
| West Oak Capital, LLC | 13,217 | $2.41M | 1.13% | +123+0.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,835 | $2.40M | 1.73% | −685−5.1% | Reduced |
| Montag A & Associates Inc | 12,795 | $2.40M | 0.13% | +548+4.5% | Added |
| Teamwork Financial Advisors, LLC | 12,762 | $2.39M | 0.41% | −27,940−68.6% | Reduced |
| Cito Capital Group, LLC | 12,750 | $2.39M | 1.02% | +200+1.6% | Added |
| Jacobi Capital Management LLC | 12,716 | $2.38M | 0.24% | −196−1.5% | Reduced |
| Herbst Group, LLC | 12,706 | $2.38M | 1.53% | +106+0.8% | Added |
| Insight Inv LLC | 12,696 | $2.38M | 2.33% | +70+0.6% | Added |
| Signaturefd, LLC | 12,643 | $2.37M | 0.05% | +744+6.3% | Added |
| Cornercap Investment Counsel Inc | 12,621 | $2.36M | 0.39% | +6,771+115.7% | Added |
| Ahl Investment Management, Inc. | 12,596 | $2.36M | 1.93% | −70−0.6% | Reduced |
| GFG Capital, LLC | 12,459 | $2.33M | 0.63% | −140−1.1% | Reduced |
| Aviance Capital Partners, LLC | 12,391 | $2.32M | 0.50% | 00.0% | Unchanged |