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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 12,372 | $2.32M | 0.22% | +1,062+9.4% | Added |
| Bleakley Financial Group, LLC | 12,362 | $2.32M | 0.07% | −205−1.6% | Reduced |
| SOL Capital Management CO | 12,348 | $2.31M | 0.31% | +975+8.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 12,346 | $2.31M | 2.66% | +6,487+110.7% | Added |
| Personal Cfo Solutions, LLC | 12,301 | $2.30M | 0.40% | −3,659−22.9% | Reduced |
| Profund Advisors LLC | 12,301 | $2.30M | 0.10% | +1,345+12.3% | Added |
| Schechter Investment Advisors, LLC | 12,222 | $2.29M | 0.20% | +389+3.3% | Added |
| Bank of Stockton | 12,402 | $2.27M | 0.75% | −596−4.6% | Reduced |
| Trust Co of Toledo NA | 12,092 | $2.27M | 0.39% | −431−3.4% | Reduced |
| Independent Investors Inc | 12,000 | $2.25M | 0.52% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11,996 | $2.25M | 0.15% | −5,380−31.0% | Reduced |
| Focus Financial Network Inc | 11,966 | $2.24M | 0.08% | +11,966 | New |
| Insigneo Advisory Services, LLC | 11,909 | $2.23M | 0.31% | +3,303+38.4% | Added |
| SageView Advisory Group, LLC | 10,924 | $2.23M | 0.10% | +5,997+121.7% | Added |
| BNC Wealth Management, LLC | 11,800 | $2.21M | 1.04% | +691+6.2% | Added |
| Xcel Wealth Management, LLC | 11,773 | $2.21M | 0.77% | −750−6.0% | Reduced |
| Caldwell Trust Co | 11,743 | $2.20M | 0.28% | +95+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 11,728 | $2.20M | 0.58% | +30+0.3% | Added |
| Bull Street Advisors, LLC | 11,727 | $2.20M | 1.11% | −65−0.6% | Reduced |
| Moody National Bank Trust Division | 11,697 | $2.19M | 0.17% | −7,714−39.7% | Reduced |
| Scotia Capital Inc. | 11,692 | $2.19M | 0.01% | +565+5.1% | Added |
| Valueworks LLC | 11,678 | $2.19M | 0.74% | −368−3.1% | Reduced |
| Bailard, Inc. | 11,667 | $2.19M | 0.06% | +378+3.3% | Added |
| Lowe Brockenbrough & Co Inc | 11,632 | $2.18M | 0.17% | +170+1.5% | Added |
| BLB&B Advisors, LLC | 11,622 | $2.18M | 0.14% | −40−0.3% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.17M | 0.04% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 11,587 | $2.17M | 0.56% | +609+5.5% | Added |
| Arcus Capital Partners, LLC | 11,583 | $2.17M | 0.76% | 00.0% | Unchanged |
| Fruth Investment Management | 11,550 | $2.16M | 0.61% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 11,531 | $2.16M | 0.13% | −263−2.2% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $2.16M | 0.00% | 00.0% | Unchanged |
| QV Investors Inc. | 11,530 | $2.16M | 0.19% | −280−2.4% | Reduced |
| Argus Investors' Counsel, Inc. | 11,470 | $2.15M | 1.38% | +670+6.2% | Added |
| BKD Wealth Advisors, LLC | 11,308 | $2.12M | 0.06% | −687−5.7% | Reduced |
| Haverford Trust Co | 11,228 | $2.10M | 0.02% | +162+1.5% | Added |
| Private Wealth Partners, LLC | 11,213 | $2.10M | 0.18% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 11,201 | $2.10M | 1.07% | +161+1.5% | Added |
| Empower Advisory Group, LLC | 11,172 | $2.09M | 0.01% | −3,451−23.6% | Reduced |
| New Millennium Group LLC | 11,142 | $2.09M | 1.85% | +10,636+2,102.0% | Added |
| Deane Retirement Strategies, Inc. | 11,133 | $2.09M | 1.14% | +31+0.3% | Added |
| Foundations Investment Advisors, LLC | 10,251 | $2.08M | 0.06% | +573+5.9% | Added |
| First National Trust Co | 11,058 | $2.07M | 0.09% | −3,439−23.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 11,048 | $2.07M | 1.13% | −222−2.0% | Reduced |
| Insight Wealth Strategies, LLC | 11,046 | $2.07M | 0.33% | +807+7.9% | Added |
| Gifford Fong Associates | 11,000 | $2.06M | 0.44% | 00.0% | Unchanged |
| Americana Partners, LLC | 10,414 | $2.06M | 0.20% | −438−4.0% | Reduced |
| Parallel Advisors, LLC | 10,967 | $2.05M | 0.06% | −123−1.1% | Reduced |
| Fulton Bank, N.A. | 10,951 | $2.05M | 0.09% | +595+5.7% | Added |
| KWB Wealth | 10,892 | $2.04M | 0.29% | +180+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,868 | $2.04M | 0.50% | +206+1.9% | Added |
| Vise Technologies, Inc. | 10,837 | $2.03M | 0.44% | +292+2.8% | Added |
| Rathbone Brothers plc | 10,812 | $2.03M | 0.01% | −12−0.1% | Reduced |
| Change Path, LLC | 10,671 | $2.00M | 0.13% | −10.0% | Reduced |
| Plimoth Trust Co LLC | 10,562 | $1.98M | 0.57% | −59−0.6% | Reduced |
| KCM Investment Advisors LLC | 10,543 | $1.98M | 0.08% | −787−6.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,418 | $1.95M | 0.05% | −309−2.9% | Reduced |
| Sawgrass Asset Management LLC | 10,417 | $1.95M | 0.22% | +14+0.1% | Added |
| Guardian Capital LP | 10,388 | $1.95M | 0.07% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 11,159 | $1.94M | 0.92% | +317+2.9% | Added |
| Principal Securities, Inc. | 10,329 | $1.94M | 0.07% | +10,329 | New |
| Headlands Technologies LLC | 10,284 | $1.93M | 0.57% | +158+1.6% | Added |
| Rockland Trust Co | 10,246 | $1.92M | 0.11% | −3,263−24.2% | Reduced |
| Eqis Capital Management, Inc. | 10,212 | $1.91M | 0.16% | −935−8.4% | Reduced |
| Bigelow Investment Advisors, LLC | 10,189 | $1.91M | 1.03% | +160+1.6% | Added |
| Stock Yards Bank & Trust Co | 10,183 | $1.91M | 0.07% | −178−1.7% | Reduced |
| Jefferies Financial Group Inc. | 10,183 | $1.91M | 0.03% | +7,210+242.5% | Added |
| Pinnacle Holdings, LLC | 10,136 | $1.90M | 0.78% | −80−0.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,115 | $1.89M | 0.49% | −289−2.8% | Reduced |
| JLB & Associates Inc | 10,079 | $1.89M | 0.27% | +3,059+43.6% | Added |
| Cunning Capital Partners, LP | 10,070 | $1.89M | 1.18% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 10,046 | $1.88M | 0.03% | +6,654+196.2% | Added |
| Doheny Asset Management | 10,035 | $1.88M | 1.84% | −1,050−9.5% | Reduced |
| Mission Wealth Management, LP | 9,998 | $1.87M | 0.06% | +178+1.8% | Added |
| Vinva Investment Management Ltd | 9,963 | $1.87M | 0.13% | +927+10.3% | Added |
| Wintrust Investments LLC | 9,948 | $1.86M | 0.18% | −273−2.7% | Reduced |
| Qtron Investments LLC | 9,945 | $1.86M | 0.31% | +1,063+12.0% | Added |
| NTV Asset Management LLC | 9,940 | $1.86M | 0.31% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 9,926 | $1.86M | 0.73% | +27+0.3% | Added |
| Horizon Investments, LLC | 9,944 | $1.86M | 0.05% | −591−5.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,859 | $1.85M | 0.22% | −600−5.7% | Reduced |
| Chicago Capital, LLC | 9,849 | $1.85M | 0.07% | 00.0% | Unchanged |
| Everett Harris & Co | 9,845 | $1.84M | 0.03% | −19−0.2% | Reduced |
| Proficio Capital Partners LLC | 9,828 | $1.84M | 0.23% | +6,748+219.1% | Added |
| J.W. Cole Advisors, Inc. | 9,806 | $1.84M | 0.11% | +2,572+35.6% | Added |
| Arete Wealth Advisors, LLC | 9,751 | $1.83M | 0.14% | +2,158+28.4% | Added |
| Bridgewater Associates, LP | 9,727 | $1.82M | 0.01% | +1,369+16.4% | Added |
| Trustco Bank Corp N Y | 9,716 | $1.82M | 1.97% | +82+0.9% | Added |
| Joel Isaacson & Co., LLC | 9,687 | $1.81M | 0.11% | +1,904+24.5% | Added |
| Caxton Associates LP | 9,659 | $1.81M | 0.09% | +6,849+243.7% | Added |
| Inlet Private Wealth, LLC | 9,655 | $1.81M | 0.55% | 00.0% | Unchanged |
| Knuff & Co LLC | 9,650 | $1.81M | 0.66% | −250−2.5% | Reduced |
| VisionPoint Advisory Group, LLC | 9,638 | $1.81M | 0.67% | −212−2.2% | Reduced |
| DoubleLine ETF Adviser LP | 9,617 | $1.80M | 0.52% | +656+7.3% | Added |
| FOCUS Wealth Advisors, LLC | 9,572 | $1.79M | 1.13% | −83−0.9% | Reduced |
| Constitution Capital LLC | 9,550 | $1.79M | 1.08% | −168−1.7% | Reduced |
| Berkshire Bank | 9,536 | $1.79M | 0.47% | +126+1.3% | Added |
| CenterBook Partners LP | 9,505 | $1.78M | 0.22% | −16,768−63.8% | Reduced |
| Institute for Wealth Management, LLC. | 9,475 | $1.77M | 0.29% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 9,443 | $1.77M | 0.20% | +502+5.6% | Added |
| Investors Asset Management of Georgia Inc | 9,600 | $1.77M | 0.90% | +1,100+12.9% | Added |