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, Q1 2024
Institutional positions in American Express Co as of Mar 31, 2024. 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
- 2,316
- +153 vs. Q4 2023
- Shares held
- 613.4M
- +2.39M (+0.4%) vs. Q4 2023
- Total value
- $139.5B
- +$25.1B (+22.0%) vs. Q4 2023
- New holders
- 251
- 765 more added
- Sold out
- 98
- 897 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| FRG Family Wealth Advisors LLC | 1 | $234 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 100,668 | $442 | 0.02% | +100,668 | New |
| WestEnd Advisors, LLC | 2 | $455 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7 | $1.60K | 0.00% | −2,030−99.7% | Reduced |
| Baldwin Brothers Inc | 8 | $1.82K | 0.00% | −147−94.8% | Reduced |
| Aspect Partners, LLC | 9 | $2.05K | 0.00% | −6−40.0% | Reduced |
| FPC Investment Advisory, Inc. | 11 | $2.63K | 0.00% | +11 | New |
| Davis Capital Management | 13 | $2.96K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $3.00K | 0.03% | 00.0% | Unchanged |
| PayPay Securities Corp | 14 | $3.19K | 0.16% | −5−26.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 14 | $3.19K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 16 | $3.64K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 17 | $3.87K | 0.00% | −30−63.8% | Reduced |
| Cedar Mountain Advisors, LLC | 18 | $4.10K | 0.00% | +2+12.5% | Added |
| Insight Financial Services | 20 | $4.55K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20 | $4.61K | 0.00% | −46−69.7% | Reduced |
| Ogorek Anthony Joseph | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 22 | $5.01K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $5.69K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $5.80K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 28 | $6.00K | 0.00% | −18−39.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 23 | $6.00K | 0.00% | +23 | New |
| Financial Synergies Wealth Advisors, Inc. | 29 | $6.49K | 0.00% | −4−12.1% | Reduced |
| Hoey Investments, Inc | 30 | $6.83K | 0.00% | −100−76.9% | Reduced |
| Abich Financial Wealth Management LLC | 30 | $6.83K | 0.01% | −44−59.5% | Reduced |
| Red Tortoise LLC | 32 | $7.29K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 33 | $7.51K | 0.00% | +8+32.0% | Added |
| Timber Creek Capital Management LLC | 35 | $7.97K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 38 | $8.65K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 40 | $9.11K | 0.00% | +11+37.9% | Added |
| Gables Capital Management Inc. | 40 | $9.11K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 40 | $9.11K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $9.33K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $9.34K | 0.00% | −9−18.0% | Reduced |
| Valued Wealth Advisors LLC | 41 | $9.36K | 0.01% | +2+5.1% | Added |
| Sugarloaf Wealth Management, LLC | 42 | $9.56K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $9.63K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $9.63K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 53 | $9.93K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $10.0K | 0.00% | +1+2.3% | Added |
| Redmont Wealth Advisors LLC | 47 | $10.7K | 0.01% | +47 | New |
| Sofos Investments, Inc. | 49 | $10.8K | 0.00% | +37+308.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 47 | $10.8K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $11.4K | 0.00% | +50 | New |
| Atwood & Palmer Inc | 52 | $11.8K | 0.00% | +29+126.1% | Added |
| Activest Wealth Management | 56 | $12.8K | 0.01% | +56 | New |
| SJS Investment Consulting Inc. | 57 | $13.0K | 0.00% | −1−1.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 60 | $13.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 58 | $13.2K | 0.01% | +13+28.9% | Added |
| Dunhill Financial, LLC | 61 | $13.9K | 0.01% | +8+15.1% | Added |
| Cranbrook Wealth Management, LLC | 63 | $14.3K | 0.00% | −42−40.0% | Reduced |
| American Capital Advisory, LLC | 101 | $16.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 75 | $17.1K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 82 | $18.7K | 0.01% | −105−56.1% | Reduced |
| JJJ Advisors Inc. | 88 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 89 | $20.3K | 0.01% | +89 | New |
| Ruedi Wealth Management, Inc. | 90 | $20.5K | 0.01% | +90 | New |
| Investment Research & Advisory Group, Inc. | 96 | $21.9K | 0.01% | +96 | New |
| Park Place Capital Corp | 97 | $22.1K | 0.01% | −61−38.6% | Reduced |
| REAP Financial Group, LLC | 98 | $22.3K | 0.01% | −46−31.9% | Reduced |
| Operose Advisors LLC | 98 | $22.3K | 0.01% | −135−57.9% | Reduced |
| Atticus Wealth Management, LLC | 100 | $22.8K | 0.01% | −2,500−96.2% | Reduced |
| Delos Wealth Advisors, LLC | 100 | $22.8K | 0.03% | −100−50.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 100 | $22.8K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $22.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 103 | $23.5K | 0.01% | +103 | New |
| Albion Financial Group | 103 | $23.5K | 0.00% | +3+3.0% | Added |
| Caitlin John, LLC | 103 | $23.6K | 0.02% | −66−39.1% | Reduced |
| Hallmark Capital Management Inc | 105 | $23.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 105 | $23.9K | 0.00% | −268−71.8% | Reduced |
| Bray Capital Advisors | 108 | $24.6K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 116 | $26.4K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 104 | $26.7K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 153 | $28.7K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 128 | $29.1K | 0.02% | −26−16.9% | Reduced |
| Archer Investment Corp | 129 | $29.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 130 | $29.6K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 130 | $29.6K | 0.01% | +50+62.5% | Added |
| Canton Hathaway, LLC | 130 | $30.0K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 133 | $30.2K | 0.01% | +1+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 135 | $30.7K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 135 | $30.7K | 0.01% | +8+6.3% | Added |
| Credential Qtrade Securities Inc. | 143 | $32.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 145 | $33.0K | 0.01% | −10−6.5% | Reduced |
| Tradewinds Capital Management, LLC | 150 | $34.2K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 156 | $35.5K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 161 | $36.7K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 165 | $37.6K | 0.01% | +2+1.2% | Added |
| Pacifica Partners Inc. | 170 | $38.4K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 169 | $38.5K | 0.03% | +169 | New |
| Main Street Group, LTD | 172 | $39.2K | 0.02% | +1+0.6% | Added |
| BNP Paribas | 175 | $39.8K | 0.00% | +175 | New |
| GW&K Investment Management, LLC | 186 | $42.0K | 0.00% | −4−2.1% | Reduced |
| Intelligent Financial Strategies | 194 | $44.2K | 0.03% | +194 | New |
| Annapolis Financial Services, LLC | 199 | $45.3K | 0.01% | +30+17.8% | Added |
| Chelsea Counsel Co | 200 | $45.5K | 0.03% | 00.0% | Unchanged |