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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 3,000 | $683.1K | 0.17% | +700+30.4% | Added |
| Weybosset Research & Management LLC | 1,150 | $684.0K | 0.52% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 3,006 | $684.4K | 0.43% | +37+1.2% | Added |
| SeaCrest Wealth Management, LLC | 3,012 | $685.8K | 0.08% | −629−17.3% | Reduced |
| Meridian Wealth Management, LLC | 3,015 | $686.4K | 0.11% | −79−2.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,019 | $688.0K | 0.04% | +4+0.1% | Added |
| Clean Yield Group | 3,032 | $690.4K | 0.27% | −100−3.2% | Reduced |
| ERn Financial, LLC | 3,035 | $691.0K | 0.12% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 3,039 | $691.9K | 0.11% | −50−1.6% | Reduced |
| Abbrea Capital, LLC | 3,042 | $693.0K | 0.09% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,163 | $694.5K | 0.18% | −163−4.9% | Reduced |
| Bath Savings Trust Co | 3,064 | $697.6K | 0.07% | +56+1.9% | Added |
| Alpha Cubed Investments, LLC | 3,066 | $698.1K | 0.04% | +1,716+127.1% | Added |
| Hoylecohen, LLC | 3,087 | $702.9K | 0.05% | +100+3.3% | Added |
| Outlook Wealth Advisors, LLC | 3,090 | $703.6K | 0.22% | −270−8.0% | Reduced |
| Portside Wealth Group, LLC | 3,090 | $703.6K | 0.13% | −351−10.2% | Reduced |
| Zullo Investment Group, Inc. | 3,090 | $703.7K | 0.33% | +77+2.6% | Added |
| Ridgewood Investments LLC | 3,091 | $703.8K | 0.37% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 3,102 | $706.3K | 0.02% | −129−4.0% | Reduced |
| Purus Wealth Management, LLC | 3,108 | $707.7K | 0.35% | −20−0.6% | Reduced |
| Exchange Bank | 3,109 | $707.9K | 0.58% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 3,112 | $708.6K | 0.02% | −2,768−47.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,123 | $711.2K | 0.13% | +739+31.0% | Added |
| Old Mission Investment Co LLC | 3,130 | $712.7K | 0.24% | +4+0.1% | Added |
| SYSTM Wealth Solutions LLC | 3,132 | $713.1K | 0.09% | −187−5.6% | Reduced |
| Westmount Partners, LLC | 3,132 | $713.1K | 0.26% | +24+0.8% | Added |
| Eagle Ridge Investment Management | 3,139 | $714.7K | 0.07% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3,145 | $716.2K | 0.52% | +1,004+46.9% | Added |
| Pekin Hardy Strauss, Inc. | 3,175 | $722.9K | 0.10% | +375+13.4% | Added |
| First International Bank & Trust | 3,185 | $725.2K | 0.25% | +256+8.7% | Added |
| Atomi Financial Group, Inc. | 3,192 | $726.7K | 0.07% | +462+16.9% | Added |
| Altfest L J & Co Inc | 3,191 | $727.0K | 0.11% | −49−1.5% | Reduced |
| Cipher Capital LP | 3,193 | $727.0K | 0.34% | +1,422+80.3% | Added |
| Teza Capital Management LLC | 3,196 | $727.7K | 0.10% | −5,577−63.6% | Reduced |
| SignalPoint Asset Management, LLC | 3,205 | $729.8K | 0.20% | +10.0% | Added |
| Tompkins Financial Corp | 3,216 | $732.3K | 0.08% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 3,228 | $735.0K | 0.09% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,245 | $738.9K | 0.42% | +228+7.6% | Added |
| First Foundation Advisors | 3,261 | $742.6K | 0.03% | +220+7.2% | Added |
| Aaron Wealth Advisors | 3,267 | $743.9K | 0.11% | +322+10.9% | Added |
| SPC Financial, Inc. | 3,271 | $744.8K | 0.07% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,273 | $745.2K | 0.05% | 00.0% | Unchanged |
| Somerville Kurt F | 3,285 | $748.0K | 0.13% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,287 | $748.2K | 0.03% | +156+5.0% | Added |
| Hartford Financial Management Inc. | 3,288 | $748.6K | 0.16% | 00.0% | Unchanged |
| Maven Securities LTD | 3,288 | $748.6K | 0.04% | +3,288 | New |
| Geller Advisors LLC | 3,309 | $753.4K | 0.06% | +71+2.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $755.6K | 0.26% | +3,318 | New |
| Gratus Wealth Advisors, LLC | 3,480 | $756.9K | 0.14% | +1,805+107.8% | Added |
| Bell Bank | 3,327 | $757.5K | 0.07% | +3,327 | New |
| Lifeworks Advisors, LLC | 3,347 | $762.1K | 0.21% | −131−3.8% | Reduced |
| Defined Wealth Management, LLC | 3,347 | $762.1K | 0.55% | −82−2.4% | Reduced |
| Cornerstone Wealth Group, LLC | 3,347 | $762.2K | 0.07% | +332+11.0% | Added |
| Kovack Advisors, Inc. | 3,351 | $763.0K | 0.09% | +270+8.8% | Added |
| International Assets Investment Management, LLC | 3,356 | $763.8K | 0.08% | −51,476−93.9% | Reduced |
| Philadelphia Trust Co | 3,357 | $764.0K | 0.06% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,355 | $764.0K | 0.39% | +34+1.0% | Added |
| Carnegie Capital Asset Management, LLC | 3,362 | $765.5K | 0.02% | −225−6.3% | Reduced |
| Wolverine Trading, LLC | 3,371 | $767.5K | 0.01% | −1,778−34.5% | Reduced |
| Tanager Wealth Management LLP | 3,386 | $771.0K | 0.12% | +209+6.6% | Added |
| MidWestOne Financial Group, Inc. | 3,404 | $775.1K | 0.14% | 00.0% | Unchanged |
| Plancorp, LLC | 3,409 | $776.2K | 0.03% | +107+3.2% | Added |
| Richwood Investment Advisors, LLC | 3,410 | $776.5K | 0.69% | −10.0% | Reduced |
| AlTi Global, Inc. | 3,419 | $778.6K | 0.02% | +2,059+151.4% | Added |
| Resolute Wealth Strategies, LLC | 3,422 | $779.3K | 0.47% | −210−5.8% | Reduced |
| Cetera Trust Company, N.A | 3,435 | $782.1K | 0.47% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,445 | $784.4K | 0.06% | −128−3.6% | Reduced |
| US Asset Management LLC | 3,456 | $787.0K | 0.71% | −49−1.4% | Reduced |
| Congress Wealth Management LLC | 3,478 | $791.9K | 0.01% | −6,568−65.4% | Reduced |
| LVW Advisors, LLC | 3,484 | $793.3K | 0.13% | +39+1.1% | Added |
| Linscomb & Williams, Inc. | 3,510 | $799.2K | 0.04% | −330−8.6% | Reduced |
| Navellier & Associates Inc | 3,526 | $802.8K | 0.10% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,528 | $803.3K | 0.07% | −2−0.1% | Reduced |
| Lazari Capital Management, Inc. | 3,530 | $803.7K | 0.44% | −100−2.8% | Reduced |
| Alerus Financial NA | 3,550 | $808.3K | 0.06% | −16−0.4% | Reduced |
| BSW Wealth Partners | 3,556 | $809.6K | 0.14% | +273+8.3% | Added |
| Cornerstone Wealth Management, LLC | 3,559 | $810.3K | 0.07% | +56+1.6% | Added |
| Wesbanco Bank Inc | 3,559 | $810.4K | 0.03% | +512+16.8% | Added |
| Heritage Wealth Advisors | 3,561 | $810.8K | 0.04% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 3,580 | $815.1K | 0.30% | 00.0% | Unchanged |
| Saybrook Capital | 3,600 | $820.0K | 0.22% | 00.0% | Unchanged |
| Estabrook Capital Management | 3,609 | $821.7K | 0.13% | −405−10.1% | Reduced |
| Aries Wealth Management | 3,614 | $822.9K | 0.27% | −35−1.0% | Reduced |
| Friedenthal Financial | 3,653 | $831.8K | 0.51% | +3,653 | New |
| LGL Partners, LLC | 3,653 | $831.9K | 0.14% | +10.0% | Added |
| Belpointe Asset Management LLC | 3,656 | $832.6K | 0.06% | +968+36.0% | Added |
| Borer Denton & Associates, Inc. | 3,662 | $833.8K | 0.30% | +135+3.8% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $834.0K | 0.13% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,673 | $836.3K | 0.19% | −89−2.4% | Reduced |
| Breakwater Capital Group | 3,708 | $844.3K | 0.21% | +29+0.8% | Added |
| Harvest Fund Management Co., Ltd | 3,716 | $846.0K | 0.08% | +3,680+10,222.2% | Added |
| Passumpsic Savings Bank | 3,734 | $850.2K | 0.54% | +3,734 | New |
| Thoroughbred Financial Services, LLC | 3,761 | $856.0K | 0.08% | −4,467−54.3% | Reduced |
| Canopy Partners, LLC | 3,773 | $859.1K | 0.42% | +297+8.5% | Added |
| Sunflower Bank, N.A. | 3,790 | $862.9K | 0.19% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3,791 | $863.3K | 0.65% | −496−11.6% | Reduced |
| Solitude Financial Services | 3,793 | $863.6K | 0.40% | +143+3.9% | Added |
| River & Mercantile Asset Management LLP | 3,803 | $865.9K | 0.22% | −43−1.1% | Reduced |
| Orleans Capital Management Corp | 3,815 | $868.6K | 0.57% | +435+12.9% | Added |
| Mayflower Financial Advisors, LLC | 3,817 | $869.0K | 0.15% | +473+14.1% | Added |