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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 3,828 | $871.6K | 0.36% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,828 | $871.7K | 0.06% | +85+2.3% | Added |
| CWA Asset Management Group, LLC | 3,839 | $874.1K | 0.05% | +435+12.8% | Added |
| Capital Analysts, LLC | 3,862 | $879.0K | 0.04% | +6+0.2% | Added |
| Oakworth Capital, Inc. | 3,872 | $881.6K | 0.07% | −25−0.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,873 | $881.9K | 0.10% | +2,020+109.0% | Added |
| Next Level Private LLC | 3,889 | $885.5K | 0.41% | +1,735+80.5% | Added |
| Sanders Morris Harris LLC | 3,892 | $886.2K | 0.17% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,893 | $886.4K | 0.08% | +292+8.1% | Added |
| BigSur Wealth Management LLC | 3,900 | $888.0K | 0.28% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 3,913 | $891.0K | 0.15% | 00.0% | Unchanged |
| First Western Trust Bank | 3,921 | $892.8K | 0.04% | −85−2.1% | Reduced |
| West Coast Financial LLC | 3,925 | $893.7K | 0.11% | +50+1.3% | Added |
| Alexander Randolph Advisory, Inc. | 3,940 | $897.1K | 0.79% | −201−4.9% | Reduced |
| ASB Consultores, LLC | 3,950 | $899.4K | 0.23% | +2,410+156.5% | Added |
| Private Ocean, LLC | 3,953 | $900.2K | 0.10% | +658+20.0% | Added |
| Salem Investment Counselors Inc | 3,979 | $906.0K | 0.03% | +25+0.6% | Added |
| Evanson Asset Management, LLC | 3,986 | $907.6K | 0.07% | −209−5.0% | Reduced |
| Centerpoint Advisors, LLC | 3,987 | $908.0K | 0.34% | +75+1.9% | Added |
| American National Bank | 4,026 | $916.7K | 0.12% | +380+10.4% | Added |
| Ipswich Investment Management Co., Inc. | 4,036 | $918.9K | 0.22% | +320+8.6% | Added |
| Morse Asset Management, Inc | 4,040 | $920.0K | 0.23% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,041 | $920.1K | 0.14% | −80−1.9% | Reduced |
| Mango Five Family, Inc. | 4,054 | $923.1K | 0.31% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,060 | $924.4K | 0.14% | +1,169+40.4% | Added |
| RMB Capital Management, LLC | 4,061 | $924.6K | 0.02% | +379+10.3% | Added |
| WBH Advisory Inc | 4,061 | $924.8K | 0.10% | +14+0.3% | Added |
| Ellevest, Inc. | 4,076 | $928.1K | 0.06% | +227+5.9% | Added |
| Virtus ETF Advisers LLC | 4,081 | $929.2K | 0.49% | +40+1.0% | Added |
| Baldwin Investment Management, LLC | 4,110 | $935.8K | 0.13% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,122 | $938.6K | 0.28% | −96−2.3% | Reduced |
| Koshinski Asset Management, Inc. | 4,131 | $940.6K | 0.10% | +107+2.7% | Added |
| GAMMA Investing LLC | 4,162 | $947.6K | 0.19% | +408+10.9% | Added |
| Alhambra Investment Partners LLC | 4,165 | $948.3K | 0.52% | −90−2.1% | Reduced |
| Essex Financial Services, Inc. | 4,169 | $949.3K | 0.09% | +249+6.4% | Added |
| Prairie Sky Financial Group LLC | 4,181 | $952.0K | 0.57% | 00.0% | Unchanged |
| Versor Investments LP | 4,202 | $956.8K | 0.19% | −198−4.5% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $957.4K | 0.10% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,220 | $960.9K | 0.32% | −100−2.3% | Reduced |
| Vista Wealth Management Group, LLC | 4,225 | $962.0K | 0.07% | +6+0.1% | Added |
| Boston Financial Mangement LLC | 4,233 | $963.8K | 0.03% | +280+7.1% | Added |
| Clarius Group, LLC | 4,240 | $965.4K | 0.07% | −633−13.0% | Reduced |
| Baker Avenue Asset Management, LP | 4,240 | $965.4K | 0.04% | −572−11.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,244 | $966.3K | 0.01% | +856+25.3% | Added |
| Benin Management CORP | 4,254 | $968.6K | 0.31% | +130+3.2% | Added |
| Aspire Private Capital, LLC | 4,254 | $968.6K | 0.26% | +473+12.5% | Added |
| Symmetry Partners, LLC | 4,258 | $970.0K | 0.08% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 4,282 | $975.0K | 0.06% | −20.0% | Reduced |
| Lebenthal Global Advisors, LLC | 4,292 | $977.2K | 0.22% | +205+5.0% | Added |
| Red Door Wealth Management, LLC | 4,299 | $978.8K | 0.19% | 00.0% | Unchanged |
| Capital Management Associates | 4,308 | $980.9K | 1.17% | −862−16.7% | Reduced |
| Spire Wealth Management | 4,315 | $982.5K | 0.03% | +42+1.0% | Added |
| Proathlete Wealth Management LLC | 4,318 | $983.3K | 0.52% | −102−2.3% | Reduced |
| Oxbow Advisors, LLC | 4,353 | $991.1K | 0.14% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,354 | $991.4K | 0.54% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 4,360 | $992.7K | 0.16% | 00.0% | Unchanged |
| Guardian Investment Management | 4,367 | $994.3K | 0.82% | −250−5.4% | Reduced |
| Schulhoff & Co Inc | 4,370 | $995.0K | 0.44% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,388 | $999.1K | 0.03% | +508+13.1% | Added |
| Conning Inc. | 4,400 | $1.00M | 0.03% | −120−2.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,402 | $1.00M | 0.18% | −345−7.3% | Reduced |
| Atlas Brown,Inc. | 4,405 | $1.00M | 0.37% | +40+0.9% | Added |
| Leavell Investment Management, Inc. | 4,425 | $1.01M | 0.06% | −122−2.7% | Reduced |
| Sage Rhino Capital LLC | 4,431 | $1.01M | 0.24% | +211+5.0% | Added |
| Resources Management Corp | 4,430 | $1.01M | 0.15% | −5−0.1% | Reduced |
| IFG Advisors, LLC | 4,432 | $1.01M | 0.26% | +5+0.1% | Added |
| PFG Advisors | 4,434 | $1.01M | 0.07% | +473+11.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,444 | $1.01M | 0.08% | +1,265+39.8% | Added |
| WealthTrust Axiom LLC | 4,457 | $1.01M | 0.33% | −578−11.5% | Reduced |
| Bedel Financial Consulting, Inc. | 4,465 | $1.02M | 0.16% | −37−0.8% | Reduced |
| Advisors Capital Management, LLC | 4,464 | $1.02M | 0.02% | +260+6.2% | Added |
| Orrstown Financial Services Inc | 4,473 | $1.02M | 0.57% | −21−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,473 | $1.02M | 0.00% | +4,473 | New |
| RFP Financial Group LLC | 4,476 | $1.02M | 0.40% | +21+0.5% | Added |
| Ervin Investment Management, LLC | 4,481 | $1.02M | 0.71% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,450 | $1.02M | 0.02% | −460−7.8% | Reduced |
| First Affirmative Financial Network | 4,488 | $1.02M | 0.75% | −16−0.4% | Reduced |
| Becker Capital Management Inc | 4,491 | $1.02M | 0.04% | +4,491 | New |
| Commerzbank Aktiengesellschaft | 4,523 | $1.03M | 0.03% | −8,837−66.1% | Reduced |
| Twelve Points Wealth Management LLC | 4,538 | $1.03M | 0.38% | −30−0.7% | Reduced |
| Allegheny Financial Group LTD | 4,548 | $1.04M | 0.32% | −32−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 4,550 | $1.04M | 0.03% | +266+6.2% | Added |
| Premier Path Wealth Partners, LLC | 4,551 | $1.04M | 0.20% | −303−6.2% | Reduced |
| Journey Strategic Wealth LLC | 4,559 | $1.04M | 0.05% | +486+11.9% | Added |
| Strategic Advisors LLC | 4,559 | $1.04M | 0.20% | −685−13.1% | Reduced |
| Delta Financial Group, Inc. | 4,558 | $1.04M | 0.31% | −91−2.0% | Reduced |
| Tufton Capital Management | 4,560 | $1.04M | 0.20% | −100−2.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,573 | $1.04M | 0.67% | −418−8.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,587 | $1.04M | 0.15% | −6−0.1% | Reduced |
| Eagle Asset Management Inc | 4,590 | $1.04M | 0.01% | +1,159+33.8% | Added |
| Sentry LLC | 4,591 | $1.05M | 0.20% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,379 | $1.05M | 0.04% | +158+3.7% | Added |
| Paragon Private Wealth Management, LLC | 4,599 | $1.05M | 0.62% | +141+3.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $1.05M | 0.72% | −1,170−20.3% | Reduced |
| Harbour Investments, Inc. | 4,630 | $1.05M | 0.04% | +220+5.0% | Added |
| Bank Ozk | 4,632 | $1.05M | 0.47% | +2,022+77.5% | Added |
| TCI Wealth Advisors, Inc. | 4,637 | $1.06M | 0.10% | −49−1.0% | Reduced |
| Ignite Planners, LLC | 4,639 | $1.06M | 0.30% | +62+1.4% | Added |
| Prostatis Group LLC | 4,680 | $1.06M | 0.40% | +1,361+41.0% | Added |
| Washington Trust Co | 4,656 | $1.06M | 0.04% | −238−4.9% | Reduced |