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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 23,313 | $5.31M | 0.57% | −84−0.4% | Reduced |
| GYL Financial Synergies, LLC | 23,364 | $5.32M | 0.42% | −509−2.1% | Reduced |
| Central Pacific Bank - Trust Division | 23,375 | $5.32M | 0.66% | +23,375 | New |
| Jump Financial, LLC | 23,461 | $5.34M | 0.15% | +23,461 | New |
| First Hawaiian Bank | 23,487 | $5.35M | 0.17% | −454−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 23,600 | $5.37M | 0.14% | −1,300−5.2% | Reduced |
| Mirabaud Asset Management Ltd | 23,656 | $5.39M | 2.18% | −22,584−48.8% | Reduced |
| SpiderRock Advisors, LLC | 24,532 | $5.42M | 0.18% | +24,532 | New |
| Steel Peak Wealth Management LLC | 23,893 | $5.44M | 0.28% | +20,820+677.5% | Added |
| Venture Visionary Partners LLC | 24,194 | $5.51M | 0.26% | +1,260+5.5% | Added |
| Bremer Bank National Association | 24,232 | $5.52M | 1.02% | +2,626+12.2% | Added |
| Concentric Wealth Management, LLC | 24,271 | $5.53M | 1.47% | −90.0% | Reduced |
| NatWest Group plc | 24,286 | $5.53M | 2.13% | +24,286 | New |
| Raymond James Trust N.A. | 24,518 | $5.58M | 0.14% | +190+0.8% | Added |
| Ieq Capital, LLC | 24,656 | $5.61M | 0.08% | +1,626+7.1% | Added |
| Chatham Capital Group, Inc. | 24,804 | $5.65M | 1.04% | +645+2.7% | Added |
| Kingfisher Capital LLC | 24,827 | $5.65M | 1.36% | −77−0.3% | Reduced |
| Wetherby Asset Management Inc | 24,914 | $5.67M | 0.27% | +187+0.8% | Added |
| Bleichroeder LP | 25,000 | $5.69M | 1.42% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 25,075 | $5.71M | 0.27% | +718+2.9% | Added |
| Morningstar Investment Services LLC | 25,074 | $5.71M | 0.06% | −53,551−68.1% | Reduced |
| Coastline Trust Co | 25,405 | $5.78M | 0.70% | +3,239+14.6% | Added |
| Siemens Fonds Invest GmbH | 25,445 | $5.79M | 0.45% | −1,210−4.5% | Reduced |
| Adalta Capital Management LLC | 25,615 | $5.83M | 3.22% | +547+2.2% | Added |
| Adviser Investments LLC | 25,615 | $5.83M | 0.08% | +926+3.8% | Added |
| Bokf, NA | 25,663 | $5.84M | 0.11% | −2,672−9.4% | Reduced |
| Reliant Investment Management, LLC | 25,722 | $5.86M | 2.75% | −325−1.2% | Reduced |
| Foster Group, Inc. | 25,847 | $5.89M | 0.29% | +67+0.3% | Added |
| Quantinno Capital Management LP | 25,880 | $5.89M | 0.13% | +4,725+22.3% | Added |
| Roundview Capital LLC | 25,899 | $5.90M | 0.48% | −419−1.6% | Reduced |
| Arcadia Investment Management Corp | 25,975 | $5.91M | 1.05% | −2,189−7.8% | Reduced |
| AMG National Trust Bank | 26,084 | $5.94M | 0.17% | +584+2.3% | Added |
| Fundamentun, LLC | 26,150 | $5.95M | 0.58% | +780+3.1% | Added |
| Assenagon Asset Management S.A. | 26,312 | $5.99M | 0.02% | −2,498−8.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,462 | $6.03M | 0.11% | −390−1.5% | Reduced |
| Bensler, LLC | 26,591 | $6.05M | 0.88% | +1,584+6.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $6.15M | 0.08% | 00.0% | Unchanged |
| First Interstate Bank | 27,040 | $6.16M | 0.43% | −1,838−6.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,202 | $6.19M | 0.26% | −76−0.3% | Reduced |
| Advisory Services Network, LLC | 27,281 | $6.21M | 0.14% | +2,748+11.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,385 | $6.24M | 0.64% | −40.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $6.26M | 0.40% | −10,000−26.7% | Reduced |
| Avitas Wealth Management LLC | 27,587 | $6.28M | 0.95% | +361+1.3% | Added |
| Metis Global Partners, LLC | 27,677 | $6.30M | 0.23% | −537−1.9% | Reduced |
| Coastal Investment Advisors, Inc. | 27,879 | $6.35M | 1.31% | +950+3.5% | Added |
| TrimTabs Asset Management, LLC | 28,277 | $6.44M | 1.61% | +2,102+8.0% | Added |
| Boyd Watterson Asset Management LLC | 28,514 | $6.49M | 2.33% | +332+1.2% | Added |
| Hendershot Investments Inc. | 28,559 | $6.50M | 0.93% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 28,699 | $6.53M | 0.42% | +7,868+37.8% | Added |
| Bouvel Investment Partners, LLC | 28,870 | $6.57M | 2.84% | −232−0.8% | Reduced |
| Ziegler Capital Management, LLC | 28,953 | $6.59M | 0.25% | −9,931−25.5% | Reduced |
| New Mexico Educational Retirement Board | 28,963 | $6.59M | 0.24% | −2,000−6.5% | Reduced |
| Toroso Investments, LLC | 29,218 | $6.65M | 0.11% | +11,184+62.0% | Added |
| Warther Private Wealth, LLC | 29,439 | $6.70M | 2.99% | −88−0.3% | Reduced |
| Pinebridge Investments, L.P. | 29,693 | $6.76M | 0.05% | −239,870−89.0% | Reduced |
| Erste Asset Management GmbH | 29,947 | $6.82M | 0.09% | +984+3.4% | Added |
| Long Corridor Asset Management Ltd | 30,000 | $6.83M | 6.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 30,028 | $6.84M | 1.69% | +485+1.6% | Added |
| Stratos Wealth Partners, LTD. | 30,176 | $6.87M | 0.11% | −717−2.3% | Reduced |
| HighPoint Advisor Group LLC | 28,869 | $6.89M | 0.49% | −329−1.1% | Reduced |
| Heritage Trust Co | 30,584 | $6.96M | 0.93% | −914−2.9% | Reduced |
| Stokes Capital Advisors, LLC | 30,592 | $6.97M | 2.03% | −983−3.1% | Reduced |
| Pavion Blue Capital, LLC | 30,715 | $6.99M | 3.46% | −258−0.8% | Reduced |
| Norinchukin Bank, The | 30,856 | $7.03M | 0.21% | −3,211−9.4% | Reduced |
| Wedbush Securities Inc | 30,966 | $7.05M | 0.26% | +1,301+4.4% | Added |
| Clearstead Advisors, LLC | 29,558 | $7.05M | 0.35% | −409−1.4% | Reduced |
| Natixis | 31,276 | $7.12M | 0.04% | −44,698−58.8% | Reduced |
| Guggenheim Capital LLC | 31,364 | $7.14M | 0.05% | −12,771−28.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $7.20M | 0.91% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 33,101 | $7.21M | 0.78% | −1,064−3.1% | Reduced |
| Ceera Investments, LLC | 31,648 | $7.21M | 3.16% | −50.0% | Reduced |
| Wellington Shields Capital Management, LLC | 31,750 | $7.23M | 1.36% | −1,321−4.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 31,767 | $7.23M | 0.08% | +1,334+4.4% | Added |
| Letson Investment Management, Inc. | 31,847 | $7.25M | 3.07% | +25+0.1% | Added |
| Atlantic Union Bankshares Corp | 31,851 | $7.25M | 0.61% | −1,337−4.0% | Reduced |
| LB Partners LLC | 32,000 | $7.29M | 7.50% | −8,000−20.0% | Reduced |
| Legacy Trust | 32,637 | $7.43M | 1.85% | −100.0% | Reduced |
| Warren Averett Asset Management, LLC | 32,826 | $7.47M | 0.18% | +1,123+3.5% | Added |
| Prio Wealth Limited Partnership | 32,888 | $7.49M | 0.22% | −1,409−4.1% | Reduced |
| Eastern Bank | 33,009 | $7.52M | 0.31% | −2,492−7.0% | Reduced |
| 1st Source Bank | 33,167 | $7.55M | 0.44% | −2,427−6.8% | Reduced |
| St Germain D J Co Inc | 33,221 | $7.56M | 0.37% | −5,690−14.6% | Reduced |
| Louisiana State Employees Retirement System | 33,300 | $7.58M | 0.15% | −1,500−4.3% | Reduced |
| Pacific Global Investment Management CO | 33,462 | $7.62M | 1.46% | −560−1.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,522 | $7.63M | 2.38% | +53+0.2% | Added |
| D.A. Davidson & Co. | 33,652 | $7.66M | 0.07% | −8,534−20.2% | Reduced |
| Securian Asset Management, Inc | 33,682 | $7.67M | 0.22% | −2,779−7.6% | Reduced |
| Unison Asset Management LLC | 33,822 | $7.70M | 4.03% | −272−0.8% | Reduced |
| KMG Fiduciary Partners, LLC | 34,163 | $7.78M | 0.81% | +10,368+43.6% | Added |
| Strategic Wealth Partners, Ltd. | 34,230 | $7.79M | 0.86% | +1,752+5.4% | Added |
| Rodgers Brothers Inc. | 34,333 | $7.82M | 1.07% | +175+0.5% | Added |
| SP Asset Management LLC | 34,467 | $7.85M | 0.73% | −187−0.5% | Reduced |
| Meyer Handelman Co | 34,500 | $7.86M | 0.28% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 34,600 | $7.88M | 0.33% | −3,600−9.4% | Reduced |
| DCM Advisors, LLC | 34,710 | $7.90M | 3.26% | −2,538−6.8% | Reduced |
| Asset Dedication, LLC | 34,670 | $7.91M | 0.59% | −445−1.3% | Reduced |
| Independent Advisor Alliance | 34,721 | $7.91M | 0.29% | +187+0.5% | Added |
| Thompson Siegel & Walmsley LLC | 34,805 | $7.92M | 0.12% | −869−2.4% | Reduced |
| Highland Capital Management, LLC | 35,108 | $7.99M | 0.46% | −370−1.0% | Reduced |
| Cubic Asset Management, LLC | 35,433 | $8.07M | 1.91% | −672−1.9% | Reduced |