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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 9,691 | $2.21M | 0.12% | +40.0% | Added |
| Marble Harbor Investment Counsel, LLC | 9,711 | $2.21M | 0.25% | +276+2.9% | Added |
| Americana Partners, LLC | 9,759 | $2.22M | 0.19% | −655−6.3% | Reduced |
| Stock Yards Bank & Trust Co | 9,763 | $2.22M | 0.07% | −420−4.1% | Reduced |
| Eqis Capital Management, Inc. | 9,795 | $2.23M | 0.18% | −417−4.1% | Reduced |
| GFG Capital, LLC | 9,804 | $2.23M | 0.58% | −2,655−21.3% | Reduced |
| Mengis Capital Management, Inc. | 9,806 | $2.23M | 0.34% | +9,806 | New |
| J.W. Cole Advisors, Inc. | 9,826 | $2.24M | 0.11% | +20+0.2% | Added |
| Financial Security Advisor, Inc. | 9,836 | $2.24M | 0.78% | −90−0.9% | Reduced |
| KWB Wealth | 9,838 | $2.24M | 0.30% | −1,054−9.7% | Reduced |
| Doheny Asset Management | 9,873 | $2.25M | 1.85% | −162−1.6% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,877 | $2.25M | 1.20% | +305+3.2% | Added |
| Strategic Planning Group, LLC | 9,926 | $2.26M | 0.57% | +995+11.1% | Added |
| Rockland Trust Co | 9,928 | $2.26M | 0.12% | −318−3.1% | Reduced |
| NTV Asset Management LLC | 9,940 | $2.26M | 0.34% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 9,968 | $2.27M | 0.90% | +1,968+24.6% | Added |
| DoubleLine ETF Adviser LP | 9,977 | $2.27M | 0.58% | +360+3.7% | Added |
| Bigelow Investment Advisors, LLC | 10,031 | $2.28M | 1.12% | −158−1.6% | Reduced |
| Bailard, Inc. | 10,039 | $2.29M | 0.06% | −1,628−14.0% | Reduced |
| Cunning Capital Partners, LP | 10,070 | $2.29M | 1.27% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 10,082 | $2.30M | 1.41% | −1,388−12.1% | Reduced |
| Plimoth Trust Co LLC | 10,083 | $2.30M | 0.61% | −479−4.5% | Reduced |
| Benjamin Edwards Inc | 10,092 | $2.30M | 0.46% | +2,430+31.7% | Added |
| Northstar Advisory Group, LLC | 9,652 | $2.31M | 1.40% | +7,963+471.5% | Added |
| Hilltop Holdings Inc. | 10,190 | $2.32M | 0.26% | −7,970−43.9% | Reduced |
| Mission Wealth Management, LP | 10,199 | $2.32M | 0.06% | +201+2.0% | Added |
| Xcel Wealth Management, LLC | 10,223 | $2.33M | 0.73% | −1,550−13.2% | Reduced |
| AustralianSuper Pty Ltd | 10,250 | $2.33M | 0.01% | +10,250 | New |
| Prosperity Consulting Group, LLC | 10,330 | $2.35M | 0.29% | +5,979+137.4% | Added |
| Sawgrass Asset Management LLC | 10,343 | $2.35M | 0.26% | −74−0.7% | Reduced |
| Guardian Capital LP | 10,388 | $2.37M | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,228 | $2.37M | 0.10% | +6,413+168.1% | Added |
| Horizon Investments, LLC | 10,450 | $2.37M | 0.06% | +506+5.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 10,418 | $2.37M | 0.06% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,419 | $2.37M | 0.05% | +10,419 | New |
| Gladstone Institutional Advisory LLC | 10,511 | $2.39M | 0.13% | −2,810−21.1% | Reduced |
| Arete Wealth Advisors, LLC | 10,723 | $2.42M | 0.22% | +972+10.0% | Added |
| iA Global Asset Management Inc. | 10,671 | $2.43M | 0.05% | −7,887−42.5% | Reduced |
| Tudor Investment Corp Et Al | 10,735 | $2.44M | 0.03% | +10,735 | New |
| St. Johns Investment Management Company, LLC | 10,754 | $2.45M | 1.17% | −447−4.0% | Reduced |
| Sigma Planning Corp | 10,854 | $2.47M | 0.08% | +5,115+89.1% | Added |
| Parallel Advisors, LLC | 10,884 | $2.48M | 0.07% | −83−0.8% | Reduced |
| Wilkins Investment Counsel Inc | 10,912 | $2.48M | 0.36% | +10,912 | New |
| BKD Wealth Advisors, LLC | 10,972 | $2.50M | 0.06% | −336−3.0% | Reduced |
| Proficio Capital Partners LLC | 10,977 | $2.50M | 0.28% | +1,149+11.7% | Added |
| Buttonwood Financial Advisors Inc. | 10,984 | $2.50M | 1.18% | −64−0.6% | Reduced |
| Gifford Fong Associates | 11,000 | $2.50M | 0.69% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 11,041 | $2.51M | 0.07% | +3,295+42.5% | Added |
| Moody National Bank Trust Division | 11,043 | $2.51M | 0.20% | −654−5.6% | Reduced |
| Deane Retirement Strategies, Inc. | 11,087 | $2.52M | 1.28% | −46−0.4% | Reduced |
| Columbia Asset Management | 13,539 | $2.54M | 0.52% | 00.0% | Unchanged |
| Alps Advisors Inc | 11,150 | $2.54M | 0.02% | −3,106−21.8% | Reduced |
| Empower Advisory Group, LLC | 11,158 | $2.54M | 0.01% | −14−0.1% | Reduced |
| Two Sigma Advisers, LP | 11,200 | $2.55M | 0.01% | −38,400−77.4% | Reduced |
| Vestcor Inc | 11,208 | $2.55M | 0.09% | −2,106−15.8% | Reduced |
| Private Wealth Partners, LLC | 11,213 | $2.55M | 0.20% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,268 | $2.57M | 0.11% | +317+2.9% | Added |
| Leonteq Securities AG | 11,270 | $2.57M | 0.35% | +10,801+2,303.0% | Added |
| Chicago Capital, LLC | 11,279 | $2.57M | 0.08% | +1,430+14.5% | Added |
| Worth Asset Management, LLC | 11,287 | $2.57M | 1.58% | +11,287 | New |
| Gotham Asset Management, LLC | 11,299 | $2.57M | 0.04% | +4,369+63.0% | Added |
| QV Investors Inc. | 11,310 | $2.58M | 0.22% | −220−1.9% | Reduced |
| Harbor Capital Advisors, Inc. | 11,395 | $2.60M | 0.34% | +3,035+36.3% | Added |
| BLB&B Advisors, LLC | 11,427 | $2.60M | 0.15% | −195−1.7% | Reduced |
| Haverford Trust Co | 11,508 | $2.62M | 0.03% | +280+2.5% | Added |
| Trust Co of Toledo NA | 11,516 | $2.62M | 0.41% | −576−4.8% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $2.63M | 0.00% | 00.0% | Unchanged |
| Fruth Investment Management | 11,550 | $2.63M | 0.67% | 00.0% | Unchanged |
| Boston Family Office LLC | 11,580 | $2.64M | 0.19% | −2,022−14.9% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $2.64M | 0.83% | 00.0% | Unchanged |
| Valueworks LLC | 11,584 | $2.64M | 0.86% | −94−0.8% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.64M | 0.06% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 11,672 | $2.66M | 1.27% | −55−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,681 | $2.66M | 0.64% | −47−0.4% | Reduced |
| Principal Securities, Inc. | 11,682 | $2.66M | 0.08% | +1,353+13.1% | Added |
| Personal Cfo Solutions, LLC | 11,736 | $2.67M | 0.42% | −565−4.6% | Reduced |
| First Dallas Securities Inc. | 11,899 | $2.71M | 1.25% | −1,475−11.0% | Reduced |
| Jefferies Financial Group Inc. | 11,900 | $2.71M | 0.05% | +1,717+16.9% | Added |
| Scotia Capital Inc. | 11,953 | $2.72M | 0.02% | +261+2.2% | Added |
| Optimas Capital Ltd | 12,000 | $2.73M | 2.39% | −7,200−37.5% | Reduced |
| Independent Investors Inc | 12,000 | $2.73M | 0.65% | 00.0% | Unchanged |
| Bank of Stockton | 12,033 | $2.74M | 0.85% | −369−3.0% | Reduced |
| BNC Wealth Management, LLC | 12,063 | $2.75M | 1.17% | +263+2.2% | Added |
| AE Wealth Management LLC | 12,085 | $2.75M | 0.03% | −59,183−83.0% | Reduced |
| Paloma Partners Management Co | 12,108 | $2.76M | 0.40% | +12,108 | New |
| Sequoia Financial Advisors, LLC | 12,122 | $2.76M | 0.03% | −2,728−18.4% | Reduced |
| Rathbone Brothers plc | 12,177 | $2.77M | 0.02% | +1,365+12.6% | Added |
| Entropy Technologies, LP | 12,192 | $2.78M | 0.30% | +7,174+143.0% | Added |
| Azimuth Capital Investment Management LLC | 12,210 | $2.78M | 0.11% | −3,581−22.7% | Reduced |
| JLB & Associates Inc | 12,256 | $2.79M | 0.37% | +2,177+21.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,274 | $2.79M | 0.39% | +1,406+12.9% | Added |
| Merit Financial Group, LLC | 12,132 | $2.80M | 0.07% | +6,064+99.9% | Added |
| GTS Securities LLC | 12,343 | $2.81M | 0.08% | +8,320+206.8% | Added |
| SOL Capital Management CO | 12,348 | $2.81M | 0.35% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 12,358 | $2.81M | 0.22% | −646−5.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 12,368 | $2.82M | 1.69% | −5,160−29.4% | Reduced |
| Impax Asset Management Group plc | 12,376 | $2.82M | 0.01% | −1,033−7.7% | Reduced |
| Ahl Investment Management, Inc. | 12,386 | $2.82M | 2.16% | −210−1.7% | Reduced |
| Tredje AP-fonden | 12,406 | $2.82M | 0.03% | −34,179−73.4% | Reduced |
| Empowered Funds, LLC | 12,480 | $2.84M | 0.05% | +6,329+102.9% | Added |