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 |
|---|---|---|---|---|---|
| Fielder Capital Group LLC | 5,953 | $1.36M | 0.61% | +272+4.8% | Added |
| BayBridge Capital Group, LLC | 5,855 | $1.36M | 1.19% | −5−0.1% | Reduced |
| Quinn Opportunity Partners LLC | 6,000 | $1.37M | 0.15% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,014 | $1.37M | 0.09% | +3,785+169.8% | Added |
| Ferguson Wellman Capital Management, Inc | 6,015 | $1.37M | 0.03% | +195+3.4% | Added |
| Private Trust Co NA | 6,018 | $1.37M | 0.15% | +1,273+26.8% | Added |
| Weil Company, Inc. | 6,035 | $1.37M | 0.55% | +35+0.6% | Added |
| Hilltop National Bank | 6,123 | $1.39M | 0.47% | +6,123 | New |
| PFG Investments, LLC | 6,129 | $1.40M | 0.08% | +4,315+237.9% | Added |
| Abundance Wealth Counselors | 6,145 | $1.40M | 0.32% | +15+0.2% | Added |
| Cigna Investments Inc | 6,159 | $1.40M | 0.27% | −94−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,186 | $1.41M | 0.05% | −231−3.6% | Reduced |
| Community Bank, N.A. | 6,197 | $1.41M | 0.19% | −316−4.9% | Reduced |
| HTLF Bank | 6,202 | $1.41M | 0.16% | +47+0.8% | Added |
| Trust Point Inc. | 6,204 | $1.41M | 0.11% | +324+5.5% | Added |
| Weik Capital Management | 6,228 | $1.42M | 0.60% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 7,633 | $1.43M | 0.18% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,298 | $1.43M | 0.07% | −610−8.8% | Reduced |
| Parisi Gray Wealth Management | 6,305 | $1.44M | 0.54% | +4+0.1% | Added |
| Mirabella Financial Services LLP | 6,326 | $1.44M | 0.10% | +60+1.0% | Added |
| Aspiriant, LLC | 6,330 | $1.44M | 0.06% | +48+0.8% | Added |
| Aurora Private Wealth, Inc. | 6,362 | $1.45M | 1.25% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,364 | $1.45M | 0.03% | +1,034+19.4% | Added |
| S&CO Inc | 6,386 | $1.45M | 0.10% | 00.0% | Unchanged |
| Woodstock Corp | 6,402 | $1.46M | 0.15% | −46−0.7% | Reduced |
| Washington Trust Advisors, Inc. | 6,418 | $1.46M | 0.13% | −215−3.2% | Reduced |
| Diligent Investors, LLC | 6,422 | $1.46M | 0.37% | −254−3.8% | Reduced |
| Checchi Capital Advisers, LLC | 6,461 | $1.47M | 0.11% | −116−1.8% | Reduced |
| Flputnam Investment Management Co | 6,474 | $1.47M | 0.03% | −168−2.5% | Reduced |
| Aptus Capital Advisors, LLC | 6,521 | $1.48M | 0.03% | +364+5.9% | Added |
| Patten & Patten Inc | 6,533 | $1.49M | 0.11% | −10−0.2% | Reduced |
| SRN Advisors, LLC | 6,536 | $1.49M | 1.16% | −108−1.6% | Reduced |
| Simmons Bank | 6,566 | $1.50M | 0.11% | −1,139−14.8% | Reduced |
| Dynasty Wealth Management, LLC | 6,573 | $1.50M | 0.05% | +6,573 | New |
| Davis Investment Partners, LLC | 6,927 | $1.51M | 0.66% | −61−0.9% | Reduced |
| Greenwood Gearhart Inc | 6,623 | $1.51M | 0.15% | −370−5.3% | Reduced |
| Smithfield Trust Co | 6,603 | $1.51M | 0.08% | −59−0.9% | Reduced |
| Grove Bank & Trust | 6,625 | $1.51M | 0.25% | +2,898+77.8% | Added |
| Duff & Phelps Investment Management Co | 6,634 | $1.51M | 0.02% | +202+3.1% | Added |
| AXS Investments LLC | 6,635 | $1.51M | 0.36% | −681−9.3% | Reduced |
| SOA Wealth Advisors, LLC. | 6,658 | $1.52M | 0.31% | +206+3.2% | Added |
| Busey Wealth Management | 6,670 | $1.52M | 0.05% | −77−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,702 | $1.53M | 0.05% | +2,423+56.6% | Added |
| RMR Wealth Builders | 6,729 | $1.53M | 0.19% | +523+8.4% | Added |
| Essex Investment Management Co LLC | 6,762 | $1.54M | 0.30% | −34−0.5% | Reduced |
| Global Retirement Partners, LLC | 6,771 | $1.54M | 0.06% | +288+4.4% | Added |
| Symphony Financial, Ltd. Co. | 6,779 | $1.54M | 0.36% | −240−3.4% | Reduced |
| Insight Advisors, LLC | 6,784 | $1.54M | 0.30% | −57−0.8% | Reduced |
| Allworth Financial LP | 6,788 | $1.55M | 0.01% | +563+9.0% | Added |
| Beacon Financial Group | 6,794 | $1.55M | 0.18% | −203−2.9% | Reduced |
| Gratus Capital LLC | 6,817 | $1.55M | 0.07% | +5,237+331.5% | Added |
| Lake Street Financial LLC | 6,848 | $1.56M | 0.22% | +1,107+19.3% | Added |
| Piscataqua Savings Bank | 6,878 | $1.57M | 1.38% | −13−0.2% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $1.57M | 0.88% | 00.0% | Unchanged |
| AIA Group Ltd | 6,900 | $1.57M | 0.05% | −11,878−63.3% | Reduced |
| L2 Asset Management, LLC | 6,904 | $1.57M | 0.52% | +1,402+25.5% | Added |
| Balentine LLC | 6,907 | $1.57M | 0.05% | +202+3.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,910 | $1.57M | 0.09% | +13+0.2% | Added |
| Trust Asset Management LLC | 6,944 | $1.58M | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,952 | $1.58M | 0.03% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,319 | $1.59M | 0.03% | −14,131−81.0% | Reduced |
| Mutual Advisors, LLC | 6,995 | $1.59M | 0.05% | +949+15.7% | Added |
| Fort Point Capital Partners LLC | 7,000 | $1.59M | 0.22% | 00.0% | Unchanged |
| Bank of Hawaii | 7,007 | $1.60M | 0.08% | +632+9.9% | Added |
| Monte Financial Group, LLC | 7,050 | $1.61M | 0.70% | −25−0.4% | Reduced |
| Transatlantique Private Wealth LLC | 7,152 | $1.61M | 0.70% | +10.0% | Added |
| McAdam, LLC | 7,080 | $1.61M | 0.10% | +29+0.4% | Added |
| ExodusPoint Capital Management, LP | 7,101 | $1.62M | 0.02% | +7,101 | New |
| WSFS Capital Management, LLC | 4,834 | $1.62M | 0.09% | −2,349−32.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,108 | $1.62M | 0.09% | +546+8.3% | Added |
| Chesapeake Wealth Management | 7,125 | $1.62M | 0.59% | −378−5.0% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.63M | 0.59% | 00.0% | Unchanged |
| BancorpSouth Bank | 7,145 | $1.63M | 0.12% | −39−0.5% | Reduced |
| Everett Harris & Co | 7,188 | $1.64M | 0.02% | −2,657−27.0% | Reduced |
| Auxier Asset Management | 7,188 | $1.64M | 0.25% | −75−1.0% | Reduced |
| Center for Financial Planning, Inc. | 7,202 | $1.64M | 0.25% | +360+5.3% | Added |
| Vident Advisory, LLC | 7,217 | $1.64M | 0.03% | +101+1.4% | Added |
| RNC Capital Management LLC | 7,222 | $1.64M | 0.09% | −702−8.9% | Reduced |
| Zhang Financial LLC | 7,233 | $1.65M | 0.12% | +1,854+34.5% | Added |
| Western Wealth Management, LLC | 7,237 | $1.65M | 0.13% | −1,021−12.4% | Reduced |
| Birinyi Associates Inc | 7,250 | $1.65M | 0.54% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,273 | $1.66M | 0.16% | +146+2.0% | Added |
| Nixon Peabody Trust Co | 7,304 | $1.66M | 0.15% | −21−0.3% | Reduced |
| Associated Banc-Corp | 7,316 | $1.67M | 0.05% | −125−1.7% | Reduced |
| Diversify Advisory Services, LLC | 7,327 | $1.67M | 0.10% | +7,327 | New |
| Caldwell Sutter Capital, Inc. | 7,342 | $1.67M | 0.80% | −10−0.1% | Reduced |
| Veracity Capital LLC | 7,387 | $1.68M | 0.65% | +131+1.8% | Added |
| Holderness Investments Co | 7,392 | $1.68M | 0.41% | −40−0.5% | Reduced |
| Stablepoint Partners, LLC | 7,402 | $1.69M | 0.34% | +678+10.1% | Added |
| Karpas Strategies, LLC | 7,409 | $1.69M | 0.52% | +4+0.1% | Added |
| Retireful, LLC | 7,415 | $1.69M | 0.70% | −192−2.5% | Reduced |
| Dover Advisors, LLC | 7,437 | $1.69M | 1.16% | +2,942+65.5% | Added |
| Redwood Investment Management, LLC | 7,523 | $1.71M | 0.16% | −229−3.0% | Reduced |
| Palisade Asset Management, LLC | 7,558 | $1.72M | 0.17% | −440−5.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,566 | $1.72M | 0.28% | +1,245+19.7% | Added |
| Raab & Moskowitz Asset Management LLC | 7,613 | $1.73M | 0.48% | −114−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 7,624 | $1.74M | 0.02% | +7,624 | New |
| RMR Capital Management, LLC | 7,629 | $1.74M | 1.73% | 00.0% | Unchanged |
| Spinnaker Trust | 7,654 | $1.74M | 0.11% | +22+0.3% | Added |
| Excalibur Management Corp | 7,658 | $1.74M | 0.74% | −38−0.5% | Reduced |