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 |
|---|---|---|---|---|---|
| Mathes Company, Inc. | 17,200 | $3.92M | 1.47% | −115−0.7% | Reduced |
| NVWM, LLC | 17,292 | $3.94M | 1.08% | −411−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,303 | $3.94M | 0.21% | −1,106−6.0% | Reduced |
| BCJ Capital Management, LLC | 17,311 | $3.94M | 0.31% | +17,311 | New |
| Shelton Capital Management | 17,408 | $3.96M | 0.11% | +200+1.2% | Added |
| New England Asset Management Inc | 17,500 | $3.98M | 0.62% | −5,300−23.2% | Reduced |
| Bill Few Associates, Inc. | 17,510 | $3.99M | 1.62% | −195−1.1% | Reduced |
| Winton Group Ltd | 17,510 | $3.99M | 0.28% | +17,510 | New |
| Condor Capital Management | 17,551 | $4.00M | 0.39% | −347−1.9% | Reduced |
| NorthRock Partners, LLC | 17,735 | $4.04M | 0.16% | +900+5.3% | Added |
| Stone Point Wealth LLC | 17,737 | $4.04M | 1.40% | −1,304−6.8% | Reduced |
| Magellan Asset Management Ltd | 17,807 | $4.05M | 0.04% | −4,804−21.2% | Reduced |
| Richard Bernstein Advisors LLC | 17,834 | $4.06M | 0.09% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 17,870 | $4.07M | 0.58% | −9,180−33.9% | Reduced |
| Wright Investors Service Inc | 17,886 | $4.07M | 1.03% | −7,192−28.7% | Reduced |
| Callahan Advisors, LLC | 17,899 | $4.08M | 0.43% | −58−0.3% | Reduced |
| Glenview Trust Co | 17,957 | $4.09M | 0.09% | +448+2.6% | Added |
| WP Advisors, LLC | 17,984 | $4.09M | 1.34% | −259−1.4% | Reduced |
| Connectus Wealth, LLC | 17,987 | $4.10M | 0.11% | −1,003−5.3% | Reduced |
| Pacifica Capital Investments, LLC | 18,020 | $4.10M | 1.26% | 00.0% | Unchanged |
| Dakota Wealth Management | 18,052 | $4.11M | 0.10% | +13,489+295.6% | Added |
| Mount Vernon Associates Inc | 18,091 | $4.12M | 3.50% | −55−0.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 18,095 | $4.12M | 0.04% | −2,440−11.9% | Reduced |
| Selway Asset Management | 18,107 | $4.12M | 1.65% | −30−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,145 | $4.13M | 0.11% | −77−0.4% | Reduced |
| Elgethun Capital Management | 18,143 | $4.14M | 1.04% | +252+1.4% | Added |
| Park National Corp | 18,249 | $4.16M | 0.16% | −1,040−5.4% | Reduced |
| Everence Capital Management Inc | 18,254 | $4.16M | 0.27% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 17,926 | $4.17M | 0.09% | +1,407+8.5% | Added |
| Buckhead Capital Management LLC | 18,444 | $4.20M | 1.42% | −97−0.5% | Reduced |
| Olstein Capital Management, L.P. | 18,500 | $4.21M | 0.69% | −12,500−40.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,640 | $4.24M | 0.02% | +3,151+20.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,665 | $4.25M | 0.20% | −233−1.2% | Reduced |
| Hodges Capital Management Inc. | 18,777 | $4.28M | 0.27% | −3,050−14.0% | Reduced |
| Gunderson Capital Management Inc. | 18,807 | $4.28M | 1.99% | +18,807 | New |
| Courier Capital LLC | 18,850 | $4.29M | 0.31% | −40−0.2% | Reduced |
| Veriti Management LLC | 18,857 | $4.29M | 0.32% | +1,465+8.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,872 | $4.30M | 0.30% | −1,638−8.0% | Reduced |
| Univest Financial Corp | 18,877 | $4.30M | 1.21% | −2,587−12.1% | Reduced |
| Longbow Finance SA | 19,037 | $4.33M | 0.44% | +19,037 | New |
| Insight Wealth Strategies, LLC | 19,047 | $4.34M | 0.64% | +8,001+72.4% | Added |
| Morton Community Bank | 19,066 | $4.34M | 1.25% | +200+1.1% | Added |
| Oliver Luxxe Assets LLC | 19,171 | $4.37M | 0.91% | −309−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 19,178 | $4.37M | 0.11% | +107+0.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19,306 | $4.40M | 1.76% | +19,306 | New |
| Modera Wealth Management, LLC | 19,399 | $4.42M | 0.07% | +317+1.7% | Added |
| Sumitomo Life Insurance Co | 19,490 | $4.44M | 0.12% | −588−2.9% | Reduced |
| CSM Advisors, LLC | 19,505 | $4.44M | 0.29% | +970+5.2% | Added |
| LGT Group Foundation | 19,652 | $4.47M | 0.11% | −9,497−32.6% | Reduced |
| NBT Bank N A | 19,672 | $4.48M | 0.33% | −173−0.9% | Reduced |
| Arjuna Capital | 19,753 | $4.50M | 1.28% | +12,102+158.2% | Added |
| Shell Asset Management Co | 19,435 | $4.50M | 0.20% | +670+3.6% | Added |
| Auto-Owners Insurance Co | 19,950 | $4.54M | 0.12% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 20,427 | $4.55M | 2.15% | +200+1.0% | Added |
| Gilman Hill Asset Management, LLC | 20,068 | $4.57M | 0.82% | −469−2.3% | Reduced |
| Cullen Capital Management LLC | 20,094 | $4.58M | 0.05% | +1,805+9.9% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.58M | 1.67% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 20,486 | $4.66M | 0.79% | +20,486 | New |
| Stephens Inc | 20,568 | $4.68M | 0.07% | +298+1.5% | Added |
| Snowden Capital Advisors LLC | 20,607 | $4.69M | 0.15% | +808+4.1% | Added |
| Intech Investment Management LLC | 20,670 | $4.71M | 0.07% | −22,186−51.8% | Reduced |
| LaFleur & Godfrey LLC | 20,764 | $4.73M | 0.70% | −50−0.2% | Reduced |
| Northstar Group, Inc. | 20,829 | $4.74M | 0.93% | +930+4.7% | Added |
| CWM, LLC | 20,902 | $4.76M | 0.02% | +1,799+9.4% | Added |
| Salvus Wealth Management, LLC | 20,916 | $4.76M | 3.25% | −230−1.1% | Reduced |
| Montag A & Associates Inc | 20,972 | $4.78M | 0.24% | +8,177+63.9% | Added |
| Integrated Advisors Network LLC | 21,008 | $4.78M | 0.24% | −375−1.8% | Reduced |
| BFSG, LLC | 21,092 | $4.80M | 0.64% | −32−0.2% | Reduced |
| Brevan Howard Capital Management LP | 21,098 | $4.80M | 0.44% | +18,214+631.6% | Added |
| Greenleaf Trust | 21,213 | $4.83M | 0.04% | +80.0% | Added |
| TownSquare Capital, LLC | 21,445 | $4.88M | 0.07% | +1,089+5.3% | Added |
| Agf Management Ltd | 27,869 | $4.89M | 0.03% | −51,401−64.8% | Reduced |
| Chicago Trust Co NA | 21,496 | $4.89M | 1.01% | +243+1.1% | Added |
| Fiduciary Group LLC | 21,508 | $4.90M | 0.53% | −259−1.2% | Reduced |
| Stonegate Investment Group, LLC | 21,651 | $4.93M | 0.15% | −121−0.6% | Reduced |
| Trinity Legacy Partners, LLC | 21,680 | $4.94M | 1.45% | −2,496−10.3% | Reduced |
| Plato Investment Management Ltd | 21,806 | $4.97M | 0.51% | +20,211+1,267.1% | Added |
| EP Wealth Advisors, LLC | 21,863 | $4.98M | 0.06% | +258+1.2% | Added |
| Empirical Finance, LLC | 21,877 | $4.98M | 0.31% | +689+3.3% | Added |
| Chapman Investment Management, LLC | 21,935 | $4.99M | 3.68% | −399−1.8% | Reduced |
| Benson Investment Management Company, Inc. | 22,047 | $5.02M | 2.14% | −928−4.0% | Reduced |
| Boulder Hill Capital Management LP | 22,100 | $5.03M | 2.07% | +22,100 | New |
| Oppenheimer Asset Management Inc. | 22,119 | $5.04M | 0.07% | −4,162−15.8% | Reduced |
| Westend Capital Management, LLC | 22,149 | $5.04M | 1.96% | +22,149 | New |
| Family Management Corp | 22,170 | $5.05M | 0.93% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 22,199 | $5.05M | 0.52% | −92−0.4% | Reduced |
| Milestone Asset Management, LLC | 22,260 | $5.07M | 1.45% | +22,260 | New |
| Birmingham Capital Management Co Inc | 22,491 | $5.12M | 1.88% | −1,108−4.7% | Reduced |
| Community Financial Services Group, LLC | 22,513 | $5.13M | 1.17% | +22,513 | New |
| Capital Markets Trading UK LLP | 22,542 | $5.13M | 3.72% | +21,223+1,609.0% | Added |
| Synovus Financial Corp | 22,729 | $5.18M | 0.07% | −330−1.4% | Reduced |
| Hutner Capital Management Inc | 22,777 | $5.19M | 2.81% | +171+0.8% | Added |
| Resources Investment Advisors, LLC. | 22,825 | $5.20M | 0.08% | +1,575+7.4% | Added |
| Grassi Investment Management | 22,960 | $5.23M | 0.47% | 00.0% | Unchanged |
| RBF Capital, LLC | 23,000 | $5.24M | 0.29% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 23,047 | $5.25M | 0.20% | −800−3.4% | Reduced |
| Trust Co of Vermont | 23,058 | $5.25M | 0.29% | +8,694+60.5% | Added |
| Metropolitan Life Insurance Co | 23,065 | $5.25M | 0.23% | −368−1.6% | Reduced |
| Sandhill Capital Partners LLC | 23,213 | $5.29M | 0.42% | −390−1.7% | Reduced |
| Wisconsin Capital Management LLC | 23,277 | $5.30M | 2.78% | +119+0.5% | Added |