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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 7,670 | $1.75M | 0.18% | +25+0.3% | Added |
| Independent Financial Group, LLC | 7,762 | $1.77M | 0.08% | +1,433+22.6% | Added |
| GLOBALT Investments LLC | 7,795 | $1.77M | 0.07% | −282−3.5% | Reduced |
| Sirios Capital Management L P | 7,836 | $1.78M | 0.34% | +89+1.1% | Added |
| Intellectus Partners, LLC | 7,846 | $1.79M | 0.47% | −550−6.6% | Reduced |
| Delphi Management Inc | 7,871 | $1.79M | 1.39% | −1,041−11.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,930 | $1.81M | 0.17% | −354−4.3% | Reduced |
| Advisory Research Inc | 7,947 | $1.81M | 0.36% | −101−1.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,954 | $1.81M | 0.07% | −1,001−11.2% | Reduced |
| Boltwood Capital Management | 7,960 | $1.81M | 0.56% | −90−1.1% | Reduced |
| Spears Abacus Advisors LLC | 7,993 | $1.82M | 0.04% | +1,735+27.7% | Added |
| Oldfather Financial Services, LLC | 7,995 | $1.82M | 0.75% | 00.0% | Unchanged |
| Bank of New Hampshire | 8,025 | $1.83M | 0.48% | +7,043+717.2% | Added |
| Acadian Asset Management LLC | 8,041 | $1.83M | 0.01% | −7,750−49.1% | Reduced |
| Citizens National Bank Trust Department | 8,039 | $1.83M | 0.42% | −355−4.2% | Reduced |
| Balyasny Asset Management LLC | 8,068 | $1.84M | 0.00% | −247,838−96.8% | Reduced |
| EFG Asset Management (North America) Corp. | 8,080 | $1.84M | 0.32% | −43−0.5% | Reduced |
| Bryn Mawr Trust Co | 8,091 | $1.84M | 0.07% | +8,091 | New |
| Vise Technologies, Inc. | 8,095 | $1.84M | 0.36% | −2,742−25.3% | Reduced |
| Panagora Asset Management Inc | 8,106 | $1.85M | 0.01% | −8,805−52.1% | Reduced |
| Triad Investment Management | 8,138 | $1.85M | 2.25% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 8,153 | $1.86M | 0.28% | −350−4.1% | Reduced |
| Osborne Partners Capital Management, LLC | 8,221 | $1.87M | 0.12% | −140−1.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,235 | $1.88M | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8,247 | $1.88M | 0.06% | +8,247 | New |
| Sciencast Management LP | 8,263 | $1.88M | 1.15% | +8,263 | New |
| Amarillo National Bank | 8,313 | $1.89M | 0.35% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,324 | $1.90M | 0.07% | +444+5.6% | Added |
| Massmutual Trust Co FSB | 8,341 | $1.90M | 0.06% | +455+5.8% | Added |
| Signet Investment Advisory Group, Inc. | 8,361 | $1.90M | 1.04% | −779−8.5% | Reduced |
| Principle Wealth Partners LLC | 8,381 | $1.91M | 0.15% | +107+1.3% | Added |
| Hamilton Capital Partners Inc. | 8,383 | $1.91M | 0.23% | +8,383 | New |
| Gateway Investment Advisers LLC | 8,386 | $1.91M | 0.02% | −368−4.2% | Reduced |
| Alpha DNA Investment Management LLC | 8,386 | $1.91M | 1.05% | +8,386 | New |
| Ritholtz Wealth Management | 8,413 | $1.92M | 0.07% | +1,402+20.0% | Added |
| Hartford Funds Management Co LLC | 8,418 | $1.92M | 0.18% | +978+13.1% | Added |
| Icon Wealth Advisors, LLC | 8,423 | $1.92M | 0.18% | +5,748+214.9% | Added |
| Rothschild Investment LLC | 8,427 | $1.92M | 0.14% | +4,725+127.6% | Added |
| Blue Zone Wealth Advisors, LLC | 8,447 | $1.92M | 0.66% | −594−6.6% | Reduced |
| Pinnacle Wealth Management, LLC | 8,481 | $1.93M | 2.01% | +8,481 | New |
| Ingalls & Snyder LLC | 8,520 | $1.94M | 0.09% | −60−0.7% | Reduced |
| Taylor Frigon Capital Management LLC | 8,527 | $1.94M | 0.92% | +14+0.2% | Added |
| Investors Asset Management of Georgia Inc | 8,528 | $1.94M | 0.91% | −1,072−11.2% | Reduced |
| Wolf Group Capital Advisors | 11,159 | $1.94M | 0.92% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8,565 | $1.95M | 0.31% | +637+8.0% | Added |
| Walter & Keenan Financial Consulting Co | 8,582 | $1.95M | 0.64% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8,598 | $1.96M | 0.10% | −2,933−25.4% | Reduced |
| Howard Capital Management Group, LLC | 8,615 | $1.96M | 0.15% | 00.0% | Unchanged |
| Pitcairn Co | 8,620 | $1.96M | 0.13% | +229+2.7% | Added |
| SageView Advisory Group, LLC | 8,663 | $1.97M | 0.11% | −2,261−20.7% | Reduced |
| Berkshire Asset Management LLC | 8,674 | $1.98M | 0.10% | +20.0% | Added |
| Moneta Group Investment Advisors LLC | 8,677 | $1.98M | 0.03% | +1,155+15.4% | Added |
| First Horizon Advisors, Inc. | 8,703 | $1.98M | 0.06% | +168+2.0% | Added |
| Invst, LLC | 8,708 | $1.98M | 0.23% | +186+2.2% | Added |
| Beaumont Financial Advisors, LLC | 8,786 | $2.00M | 0.16% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 8,753 | $2.00M | 0.24% | +8,753 | New |
| Axxcess Wealth Management, LLC | 8,812 | $2.01M | 0.06% | +4,306+95.6% | Added |
| Midwest Professional Planners, LTD. | 8,835 | $2.01M | 0.71% | +6,386+260.8% | Added |
| Fiduciary Family Office, LLC | 8,846 | $2.01M | 0.79% | +1,133+14.7% | Added |
| Coastal Bridge Advisors, LLC | 8,849 | $2.01M | 0.46% | +10+0.1% | Added |
| Lake Street Advisors Group, LLC | 8,881 | $2.02M | 0.09% | −100−1.1% | Reduced |
| Csenge Advisory Group | 8,941 | $2.04M | 0.11% | +132+1.5% | Added |
| Concurrent Investment Advisors, LLC | 8,963 | $2.04M | 0.08% | −5,078−36.2% | Reduced |
| Argent Advisors, Inc. | 8,971 | $2.04M | 0.81% | −12−0.1% | Reduced |
| Wedmont Private Capital | 9,310 | $2.05M | 0.15% | +203+2.2% | Added |
| Evergreen Capital Management LLC | 8,997 | $2.05M | 0.08% | +265+3.0% | Added |
| HBK Sorce Advisory LLC | 8,997 | $2.05M | 0.07% | +433+5.1% | Added |
| Hyman Charles D | 8,998 | $2.05M | 0.11% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 9,036 | $2.06M | 0.25% | +1,468+19.4% | Added |
| Woodmont Investment Counsel LLC | 9,067 | $2.06M | 0.17% | −237−2.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,100 | $2.07M | 0.58% | +9,100 | New |
| RFG Advisory, LLC | 9,115 | $2.08M | 0.07% | +99+1.1% | Added |
| American Trust | 9,119 | $2.08M | 0.19% | +183+2.0% | Added |
| Duality Advisers, LP | 9,119 | $2.08M | 0.20% | +1,531+20.2% | Added |
| Signature Wealth Management Group | 8,987 | $2.08M | 0.94% | +88+1.0% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 9,129 | $2.08M | 2.20% | +9,129 | New |
| Provenance Wealth Advisors, LLC | 9,132 | $2.08M | 0.29% | +11+0.1% | Added |
| Lowe Brockenbrough & Co Inc | 9,163 | $2.09M | 0.14% | −2,469−21.2% | Reduced |
| Berkshire Bank | 9,190 | $2.09M | 0.52% | −346−3.6% | Reduced |
| Moors & Cabot, Inc. | 9,190 | $2.09M | 0.11% | +874+10.5% | Added |
| TAGStone Capital, Inc. | 9,217 | $2.10M | 1.23% | +37+0.4% | Added |
| Northern Financial Advisors Inc | 9,225 | $2.10M | 1.64% | +87+1.0% | Added |
| Applied Capital LLC | 9,249 | $2.11M | 1.71% | +177+2.0% | Added |
| First National Trust Co | 9,319 | $2.12M | 0.09% | −1,739−15.7% | Reduced |
| Beacon Investment Advisors LLC | 9,328 | $2.12M | 1.21% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 9,351 | $2.13M | 0.86% | −785−7.7% | Reduced |
| Qtron Investments LLC | 9,388 | $2.14M | 0.30% | −557−5.6% | Reduced |
| Trustco Bank Corp N Y | 9,394 | $2.14M | 2.22% | −322−3.3% | Reduced |
| Carl P. Sherr & Co., LLC | 9,398 | $2.14M | 1.21% | +10.0% | Added |
| Bridgeway Capital Management, LLC | 9,400 | $2.14M | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 9,417 | $2.14M | 0.22% | +480+5.4% | Added |
| Institute for Wealth Management, LLC. | 9,429 | $2.15M | 0.28% | −46−0.5% | Reduced |
| Trajan Wealth LLC | 9,435 | $2.15M | 0.15% | +9,435 | New |
| Beverly Hills Private Wealth, LLC | 9,436 | $2.15M | 0.50% | −679−6.7% | Reduced |
| Constitution Capital LLC | 9,450 | $2.15M | 1.22% | −100−1.0% | Reduced |
| Great Lakes Retirement, Inc. | 9,455 | $2.15M | 0.32% | +109+1.2% | Added |
| Wintrust Investments LLC | 9,605 | $2.19M | 0.19% | −343−3.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,609 | $2.19M | 0.23% | −250−2.5% | Reduced |
| Knuff & Co LLC | 9,650 | $2.20M | 0.74% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 9,655 | $2.20M | 0.61% | 00.0% | Unchanged |