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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 4,674 | $1.06M | 0.04% | +3,432+276.3% | Added |
| Muirfield Wealth Advisors LLC | 4,702 | $1.07M | 1.03% | +13+0.3% | Added |
| Mizuho Markets Cayman LP | 5,727 | $1.07M | 0.66% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,721 | $1.07M | 0.13% | 00.0% | Unchanged |
| CX Institutional | 4,724 | $1.08M | 0.05% | +885+23.1% | Added |
| Legacy Advisors, LLC | 4,729 | $1.08M | 0.14% | +94+2.0% | Added |
| Verus Capital Partners, LLC | 4,729 | $1.08M | 0.12% | −496−9.5% | Reduced |
| IHT Wealth Management, LLC | 4,750 | $1.08M | 0.04% | −643−11.9% | Reduced |
| Byrne Asset Management LLC | 4,753 | $1.08M | 0.75% | +84+1.8% | Added |
| Focus Financial Network, Inc. | 4,983 | $1.08M | 0.05% | +4,983 | New |
| Beaumont Asset Management, L.L.C. | 4,760 | $1.08M | 0.72% | +472+11.0% | Added |
| Jamison Private Wealth Management, Inc. | 4,780 | $1.09M | 0.18% | +8+0.2% | Added |
| Boyar Asset Management Inc. | 4,785 | $1.09M | 0.71% | +503+11.7% | Added |
| Leisure Capital Management | 4,799 | $1.09M | 0.55% | +94+2.0% | Added |
| Saxon Interests, Inc. | 4,813 | $1.10M | 0.52% | +246+5.4% | Added |
| Pflug Koory, LLC | 4,833 | $1.10M | 0.54% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,843 | $1.10M | 0.03% | −797−14.1% | Reduced |
| LM Advisors LLC | 4,879 | $1.11M | 0.18% | −954−16.4% | Reduced |
| RB Capital Management, LLC | 4,917 | $1.12M | 0.30% | +363+8.0% | Added |
| VisionPoint Advisory Group, LLC | 4,925 | $1.12M | 0.40% | −4,713−48.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 4,934 | $1.12M | 0.85% | −264−5.1% | Reduced |
| Revisor Wealth Management LLC | 5,450 | $1.13M | 0.51% | +5,450 | New |
| Confluence Wealth Services, Inc. | 4,971 | $1.13M | 0.10% | −74−1.5% | Reduced |
| Jones Financial Companies LLLP | 4,988 | $1.14M | 0.00% | +1,348+37.0% | Added |
| Spirit of America Management Corp | 5,000 | $1.14M | 0.23% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,004 | $1.14M | 0.04% | +258+5.4% | Added |
| Garde Capital, Inc. | 5,013 | $1.14M | 0.08% | −49−1.0% | Reduced |
| Capstone Investment Advisors, LLC | 5,046 | $1.15M | 0.02% | +2,617+107.7% | Added |
| Beacon Investment Advisory Services, Inc. | 5,051 | $1.15M | 0.05% | −220−4.2% | Reduced |
| Cornerstone Planning Group LLC | 5,001 | $1.15M | 0.36% | −210−4.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,092 | $1.16M | 0.18% | +638+14.3% | Added |
| Grey Street Capital, LLC | 5,112 | $1.16M | 0.16% | +5,112 | New |
| Old National Bancorp | 5,114 | $1.16M | 0.03% | −527−9.3% | Reduced |
| Levin Capital Strategies, L.P. | 5,115 | $1.16M | 0.12% | −143−2.7% | Reduced |
| Sterling Wealth Management, Inc. | 5,128 | $1.17M | 0.58% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,158 | $1.17M | 0.71% | +12+0.2% | Added |
| Cypress Wealth Services, LLC | 5,161 | $1.18M | 0.27% | +923+21.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 5,166 | $1.18M | 0.22% | −1,260−19.6% | Reduced |
| Manchester Capital Management LLC | 5,196 | $1.18M | 0.15% | +5,196 | New |
| Factorial Partners, LLC | 5,200 | $1.18M | 0.67% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 5,229 | $1.19M | 0.24% | −375−6.7% | Reduced |
| United Asset Strategies, Inc. | 5,234 | $1.19M | 0.12% | −4,209−44.6% | Reduced |
| Flagship Harbor Advisors, LLC | 5,248 | $1.20M | 0.08% | +61+1.2% | Added |
| Harbor Investment Advisory, LLC | 5,249 | $1.20M | 0.12% | +965+22.5% | Added |
| Procyon Private Wealth Partners, LLC | 5,258 | $1.20M | 0.09% | +19+0.4% | Added |
| Waldron Private Wealth LLC | 5,266 | $1.20M | 0.05% | +718+15.8% | Added |
| Wealth Alliance | 5,270 | $1.20M | 0.16% | −99−1.8% | Reduced |
| Vectors Research Management, LLC | 5,289 | $1.20M | 0.34% | +80+1.5% | Added |
| Financial Counselors Inc | 5,297 | $1.21M | 0.02% | +820+18.3% | Added |
| Barden Capital Management, Inc. | 5,312 | $1.21M | 1.17% | −18,048−77.3% | Reduced |
| Magnus Financial Group LLC | 5,334 | $1.21M | 0.14% | +1,003+23.2% | Added |
| Pecaut & Co. | 5,340 | $1.22M | 0.45% | 00.0% | Unchanged |
| Mittelman Wealth Management | 5,354 | $1.22M | 0.83% | +5,354 | New |
| Carr Financial Group Corp | 5,360 | $1.22M | 0.41% | +120+2.3% | Added |
| KRS Capital Management, LLC | 5,364 | $1.22M | 0.99% | −726−11.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,407 | $1.23M | 0.23% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,464 | $1.24M | 0.62% | +5,464 | New |
| Lavaca Capital LLC | 5,471 | $1.25M | 0.76% | +144+2.7% | Added |
| Edge Capital Group, LLC | 5,482 | $1.25M | 0.06% | −30−0.5% | Reduced |
| Hall Capital Management Co Inc | 5,495 | $1.25M | 0.62% | +50+0.9% | Added |
| Icon Advisers Inc | 5,500 | $1.25M | 0.27% | 00.0% | Unchanged |
| Strategic Advocates LLC | 5,500 | $1.25M | 0.48% | −1,389−20.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,518 | $1.26M | 1.17% | −345−5.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,524 | $1.26M | 0.07% | +999+22.1% | Added |
| J. W. Coons Advisors, LLC | 5,542 | $1.26M | 0.29% | +1,400+33.8% | Added |
| Syon Capital LLC | 5,545 | $1.26M | 0.12% | +30+0.5% | Added |
| Prospera Financial Services Inc | 5,541 | $1.26M | 0.04% | +942+20.5% | Added |
| Legacy Edge Advisors, LLC | 5,577 | $1.27M | 0.26% | +430+8.4% | Added |
| Northcape Wealth Management, LLC | 5,580 | $1.27M | 0.46% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 5,589 | $1.27M | 0.28% | +393+7.6% | Added |
| Crewe Advisors LLC | 5,595 | $1.27M | 0.15% | +5,595 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,610 | $1.28M | 0.33% | +5,610 | New |
| Mraz, Amerine & Associates, Inc. | 5,629 | $1.28M | 0.24% | −510−8.3% | Reduced |
| First Citizens Bank & Trust Co | 5,633 | $1.28M | 0.02% | +3,008+114.6% | Added |
| Buckingham Strategic Partners | 5,657 | $1.29M | 0.04% | +3,546+168.0% | Added |
| Stonebrook Private Inc. | 5,657 | $1.29M | 0.38% | +71+1.3% | Added |
| Laurel Wealth Advisors LLC | 5,660 | $1.29M | 0.22% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,668 | $1.29M | 0.09% | +899+18.9% | Added |
| Profit Investment Management, LLC | 5,677 | $1.29M | 0.73% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 100,267 | $1.29M | 0.07% | −66−0.1% | Reduced |
| Derbend Asset Management | 5,685 | $1.29M | 0.64% | −483−7.8% | Reduced |
| Hohimer Wealth Management, LLC | 5,689 | $1.30M | 0.30% | +421+8.0% | Added |
| Ledyard National Bank | 5,766 | $1.31M | 0.13% | −179−3.0% | Reduced |
| Stokes Family Office, LLC | 5,767 | $1.31M | 0.16% | −510−8.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,784 | $1.32M | 0.10% | −223−3.7% | Reduced |
| Wealthspire Advisors, LLC | 5,795 | $1.32M | 0.02% | −557−8.8% | Reduced |
| TrinityPoint Wealth, LLC | 5,803 | $1.32M | 0.22% | +36+0.6% | Added |
| Highline Wealth Partners LLC | 5,805 | $1.32M | 0.54% | +28+0.5% | Added |
| Strategic Investment Advisors | 5,806 | $1.32M | 0.17% | −375−6.1% | Reduced |
| Sentry Investment Management LLC | 5,824 | $1.33M | 0.51% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,853 | $1.33M | 0.18% | +4,016+218.6% | Added |
| Centiva Capital, LP | 5,877 | $1.34M | 0.08% | +5,289+899.5% | Added |
| Ascent Group, LLC | 5,895 | $1.34M | 0.12% | +90+1.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,761 | $1.34M | 0.01% | +14+0.2% | Added |
| Westpac Banking Corp | 5,897 | $1.34M | 0.10% | −460−7.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 5,911 | $1.35M | 1.52% | −6,435−52.1% | Reduced |
| YHB Investment Advisors, Inc. | 5,941 | $1.35M | 0.12% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 5,942 | $1.35M | 0.64% | −223−3.6% | Reduced |
| Twin Capital Management Inc | 5,945 | $1.35M | 0.17% | +105+1.8% | Added |
| Ransom Advisory, Ltd | 5,946 | $1.35M | 0.72% | +5,946 | New |