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
- 2,315
- +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
- 764 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 |
|---|---|---|---|---|---|
| L & S Advisors Inc | 12,576 | $2.86M | 0.32% | +12,576 | New |
| Sawyer & Company, Inc | 12,645 | $2.88M | 1.15% | −200−1.6% | Reduced |
| Peoples Financial Services Corp. | 12,647 | $2.88M | 1.25% | −924−6.8% | Reduced |
| Cullen Investment Group, Ltd. | 12,788 | $2.88M | 0.45% | −342−2.6% | Reduced |
| Insight Inv LLC | 12,681 | $2.89M | 2.51% | −15−0.1% | Reduced |
| Jacobi Capital Management LLC | 12,702 | $2.89M | 0.27% | −14−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 12,765 | $2.91M | 0.31% | −1,942−13.2% | Reduced |
| Coldstream Capital Management Inc | 12,772 | $2.91M | 0.07% | −210−1.6% | Reduced |
| CoreCap Advisors, LLC | 12,782 | $2.91M | 0.15% | +786+6.6% | Added |
| Dynamic Advisor Solutions LLC | 12,793 | $2.91M | 0.10% | +5,928+86.4% | Added |
| Cito Capital Group, LLC | 12,800 | $2.91M | 1.19% | +50+0.4% | Added |
| Invesco, LLC | 12,818 | $2.92M | 1.24% | −657−4.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 12,863 | $2.93M | 1.97% | +28+0.2% | Added |
| Bleakley Financial Group, LLC | 12,887 | $2.93M | 0.08% | +525+4.2% | Added |
| Rehmann Capital Advisory Group | 12,924 | $2.94M | 0.22% | −1,204−8.5% | Reduced |
| Qsemble Capital Management, LP | 12,942 | $2.95M | 0.64% | +12,942 | New |
| Herbst Group, LLC | 12,956 | $2.95M | 1.83% | +250+2.0% | Added |
| Colonial Trust Co | 13,042 | $2.97M | 0.56% | −323−2.4% | Reduced |
| Proequities, Inc. | 13,078 | $2.98M | 0.19% | −702−5.1% | Reduced |
| Eads & Heald Wealth Management | 13,082 | $2.98M | 1.39% | −1,276−8.9% | Reduced |
| Change Path, LLC | 13,099 | $2.98M | 0.12% | +2,428+22.8% | Added |
| Signaturefd, LLC | 13,156 | $3.00M | 0.06% | +513+4.1% | Added |
| Smith, Salley & Associates | 13,183 | $3.00M | 0.23% | +89+0.7% | Added |
| Profund Advisors LLC | 13,192 | $3.00M | 0.12% | +891+7.2% | Added |
| Greenfield Savings Bank | 13,219 | $3.01M | 1.58% | −221−1.6% | Reduced |
| Foundations Investment Advisors, LLC | 13,307 | $3.03M | 0.08% | +3,056+29.8% | Added |
| Lincoln National Corp | 13,320 | $3.03M | 0.05% | +30.0% | Added |
| Welch Group, LLC | 13,342 | $3.04M | 0.15% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 13,401 | $3.05M | 0.18% | +3,438+34.5% | Added |
| CAPROCK Group, Inc. | 13,404 | $3.05M | 0.17% | −13−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 13,457 | $3.06M | 0.58% | −225−1.6% | Reduced |
| Ossiam | 13,474 | $3.07M | 0.05% | −12,587−48.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 13,479 | $3.07M | 0.75% | +1,892+16.3% | Added |
| West Oak Capital, LLC | 13,477 | $3.07M | 1.31% | +260+2.0% | Added |
| Grandfield & Dodd, LLC | 13,480 | $3.07M | 0.19% | −320−2.3% | Reduced |
| Teamwork Financial Advisors, LLC | 13,485 | $3.07M | 0.47% | +723+5.7% | Added |
| South State Corp. | 13,623 | $3.10M | 0.24% | +480+3.7% | Added |
| Tower Bridge Advisors | 13,627 | $3.10M | 0.32% | −1,450−9.6% | Reduced |
| NEOS Investment Management LLC | 13,645 | $3.11M | 0.19% | +1,273+10.3% | Added |
| Chartwell Investment Partners, LLC | 13,654 | $3.11M | 0.11% | −1,033−7.0% | Reduced |
| Ostrum Asset Management | 13,683 | $3.12M | 0.25% | −2,356−14.7% | Reduced |
| National Asset Management, Inc. | 20,952 | $3.13M | 0.08% | +699+3.5% | Added |
| Investment Advisory Services Inc | 13,777 | $3.14M | 1.15% | −402−2.8% | Reduced |
| Caliber Wealth Management, LLC | 13,837 | $3.15M | 1.68% | +86+0.6% | Added |
| Lakeview Capital Partners, LLC | 13,946 | $3.18M | 0.52% | −3,219−18.8% | Reduced |
| Equitable Holdings, Inc. | 13,966 | $3.18M | 0.04% | −43−0.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 13,973 | $3.18M | 0.93% | +13,673+4,557.7% | Added |
| Brendel Financial Advisors LLC | 14,021 | $3.19M | 3.65% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 14,108 | $3.21M | 0.38% | +2,199+18.5% | Added |
| Apollon Wealth Management, LLC | 14,135 | $3.22M | 0.10% | +930+7.0% | Added |
| ProVise Management Group, LLC | 14,168 | $3.23M | 0.28% | −6,534−31.6% | Reduced |
| Simplicity Wealth,LLC | 14,225 | $3.24M | 0.08% | +14,225 | New |
| TCTC Holdings, LLC | 14,258 | $3.25M | 0.11% | +420+3.0% | Added |
| Webster Bank, N. A. | 14,299 | $3.26M | 0.36% | +259+1.8% | Added |
| Conscious Wealth Investments, LLC | 14,935 | $3.26M | 2.48% | +323+2.2% | Added |
| Intrinsic Value Partners, LLC | 14,330 | $3.26M | 3.48% | −319−2.2% | Reduced |
| Townsend & Associates, Inc | 13,656 | $3.26M | 0.38% | −372−2.7% | Reduced |
| Aviance Capital Partners, LLC | 14,391 | $3.28M | 0.49% | +2,000+16.1% | Added |
| Evercore Wealth Management, LLC | 14,485 | $3.30M | 0.05% | −279−1.9% | Reduced |
| Benedict Financial Advisors Inc | 14,508 | $3.30M | 0.84% | +724+5.3% | Added |
| Kanawha Capital Management LLC | 14,550 | $3.31M | 0.26% | −20.0% | Reduced |
| Schechter Investment Advisors, LLC | 14,614 | $3.33M | 0.25% | +2,392+19.6% | Added |
| Wynn Capital, LLC | 14,673 | $3.34M | 2.58% | +358+2.5% | Added |
| Canandaigua National Bank & Trust Co | 14,793 | $3.37M | 0.50% | −1,592−9.7% | Reduced |
| William Allan, LLC | 14,801 | $3.37M | 2.24% | +40.0% | Added |
| Tokio Marine Asset Management Co Ltd | 14,808 | $3.37M | 0.17% | +1,030+7.5% | Added |
| Investment Management Corp of Ontario | 14,841 | $3.38M | 0.10% | −52,771−78.0% | Reduced |
| Compass Wealth Management LLC | 15,068 | $3.43M | 0.86% | −16−0.1% | Reduced |
| Connable Office Inc | 15,149 | $3.45M | 0.39% | −2,654−14.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,160 | $3.45M | 1.48% | −230−1.5% | Reduced |
| Edgestream Partners, L.P. | 15,317 | $3.49M | 0.17% | +12,343+415.0% | Added |
| Pettee Investors, Inc. | 15,366 | $3.50M | 1.48% | 00.0% | Unchanged |
| Caldwell Trust Co | 15,402 | $3.51M | 0.41% | +3,659+31.2% | Added |
| Strata Wealth Advisors, LLC | 15,412 | $3.51M | 1.23% | −2,067−11.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 15,453 | $3.52M | 0.33% | −81−0.5% | Reduced |
| Rakuten Investment Management, Inc. | 15,474 | $3.52M | 0.03% | +14,014+959.9% | Added |
| Avantax Advisory Services, Inc. | 15,508 | $3.53M | 0.03% | −2,158−12.2% | Reduced |
| Empire Financial Management Company, LLC | 15,595 | $3.55M | 1.17% | +182+1.2% | Added |
| Goelzer Investment Management, Inc. | 15,720 | $3.58M | 0.20% | −2,421−13.3% | Reduced |
| Lincoln Capital LLC | 15,733 | $3.58M | 0.80% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 15,765 | $3.59M | 1.00% | +1,335+9.3% | Added |
| Brave Asset Management Inc | 16,009 | $3.65M | 0.95% | −29−0.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 16,108 | $3.67M | 0.10% | +26+0.2% | Added |
| Boston Private Wealth LLC | 16,133 | $3.67M | 0.08% | +474+3.0% | Added |
| Moody Lynn & Lieberson, LLC | 16,155 | $3.68M | 0.25% | +14,671+988.6% | Added |
| Valeo Financial Advisors, LLC | 15,404 | $3.68M | 0.13% | −213−1.4% | Reduced |
| Bulltick Wealth Management, LLC | 16,356 | $3.72M | 0.78% | +1,608+10.9% | Added |
| Meiji Yasuda Life Insurance Co | 16,480 | $3.75M | 0.08% | −765−4.4% | Reduced |
| Nemes Rush Group LLC | 16,520 | $3.76M | 0.54% | −144−0.9% | Reduced |
| TD Private Client Wealth LLC | 16,522 | $3.76M | 0.12% | +2,975+22.0% | Added |
| Lodestone Wealth Management LLC | 16,543 | $3.77M | 1.99% | −144−0.9% | Reduced |
| Sendero Wealth Management, LLC | 16,748 | $3.81M | 0.66% | −3,332−16.6% | Reduced |
| Bridgewater Associates, LP | 16,806 | $3.83M | 0.02% | +7,079+72.8% | Added |
| Resonant Capital Advisors, LLC | 16,821 | $3.83M | 0.33% | +61+0.4% | Added |
| Park Avenue Securities LLC | 16,834 | $3.83M | 0.05% | +2,578+18.1% | Added |
| Verdence Capital Advisors LLC | 16,940 | $3.86M | 0.35% | −5,268−23.7% | Reduced |
| Pring Turner Capital Group Inc | 16,973 | $3.86M | 2.82% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,119 | $3.90M | 0.06% | +834+5.1% | Added |
| Ballentine Partners, LLC | 17,160 | $3.91M | 0.07% | +1,336+8.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 17,178 | $3.91M | 0.28% | +17,178 | New |