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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 200 | $45.5K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $45.5K | 0.03% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 200 | $45.5K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 200 | $45.5K | 0.00% | +200 | New |
| Jackson, Grant Investment Advisers, Inc. | 203 | $46.2K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 207 | $47.1K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 211 | $48.0K | 0.01% | 00.0% | Unchanged |
| Nixon Capital, LLC | 218 | $49.6K | 0.02% | −70,211−99.7% | Reduced |
| Fairman Group, LLC | 220 | $50.1K | 0.05% | −290−56.9% | Reduced |
| LifeSteps Financial, Inc. | 225 | $51.2K | 0.04% | +225 | New |
| Northwest Investment Counselors, LLC | 226 | $51.5K | 0.01% | +226 | New |
| Beacon Capital Management, LLC | 228 | $51.8K | 0.01% | +141+162.1% | Added |
| Winthrop Capital Management, LLC | 230 | $52.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 230 | $52.4K | 0.02% | −2−0.9% | Reduced |
| Rakuten Securities, Inc. | 232 | $52.8K | 0.02% | +106+84.1% | Added |
| FSA Wealth Management LLC | 243 | $55.3K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 249 | $56.7K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 251 | $57.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 258 | $58.7K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 260 | $59.4K | 0.09% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $61.4K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 271 | $61.7K | 0.04% | −25−8.4% | Reduced |
| Global Wealth Strategies & Associates | 272 | $61.9K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 279 | $63.0K | 0.02% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 280 | $63.6K | 0.02% | +280 | New |
| Richardson Financial Services Inc. | 282 | $64.2K | 0.05% | +8+2.9% | Added |
| Atlas Capital Advisors LLC | 286 | $65.1K | 0.01% | +52+22.2% | Added |
| Ritter Daniher Financial Advisory LLC | 293 | $66.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 295 | $67.0K | 0.04% | +2+0.7% | Added |
| Quintet Private Bank (Europe) S.A. | 259 | $68.0K | 0.00% | +259 | New |
| FWL Investment Management, LLC | 300 | $68.3K | 0.04% | 00.0% | Unchanged |
| Naples Money Management LLC | 301 | $68.5K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $68.8K | 0.02% | +302 | New |
| EntryPoint Capital, LLC | 313 | $71.3K | 0.06% | +11+3.6% | Added |
| Fernwood Investment Management, LLC | 315 | $71.7K | 0.02% | +315 | New |
| Criterion Capital Advisors, LLC | 320 | $72.9K | 0.05% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 321 | $73.1K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 326 | $74.2K | 0.02% | +102+45.5% | Added |
| Hollencrest Capital Management | 327 | $74.4K | 0.00% | −2,274−87.4% | Reduced |
| Financial Connections Group, Inc. | 334 | $77.0K | 0.08% | −1,500−81.8% | Reduced |
| Core Alternative Capital | 344 | $78.3K | 0.01% | −234−40.5% | Reduced |
| Voisard Asset Management Group, Inc. | 355 | $80.8K | 0.05% | +50+16.4% | Added |
| Bell Investment Advisors, Inc | 359 | $81.7K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 359 | $81.7K | 0.02% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $82.3K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 374 | $85.2K | 0.03% | +49+15.1% | Added |
| Creative Financial Designs Inc | 383 | $87.1K | 0.01% | +1+0.3% | Added |
| Pinnacle Bancorp, Inc. | 384 | $87.4K | 0.03% | +29+8.2% | Added |
| Logan Capital Management Inc | 400 | $91.1K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $91.1K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 401 | $91.3K | 0.02% | +401 | New |
| Fortitude Family Office, LLC | 402 | $91.5K | 0.06% | 00.0% | Unchanged |
| Gleason Group, Inc. | 407 | $92.6K | 0.02% | +2+0.5% | Added |
| Hantz Financial Services, Inc. | 408 | $93.0K | 0.00% | −197−32.6% | Reduced |
| AdvisorNet Financial, Inc | 409 | $93.2K | 0.01% | −126−23.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 416 | $94.7K | 0.03% | −5−1.2% | Reduced |
| Creekmur Asset Management LLC | 426 | $97.0K | 0.03% | +256+150.6% | Added |
| Planning Capital Management Corp | 434 | $98.8K | 0.07% | −110−20.2% | Reduced |
| Financial Freedom, LLC | 440 | $100.2K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 440 | $100.2K | 0.07% | +80+22.2% | Added |
| PrairieView Partners, LLC | 440 | $101.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $102.5K | 0.03% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 470 | $107.0K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 470 | $107.1K | 0.06% | +310+193.8% | Added |
| Concord Wealth Partners | 471 | $107.2K | 0.02% | +30+6.8% | Added |
| Slocum, Gordon & Co LLP | 473 | $107.7K | 0.08% | −60−11.3% | Reduced |
| Bogart Wealth, LLC | 483 | $110.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 486 | $110.6K | 0.06% | +171+54.3% | Added |
| Birchbrook, Inc. | 492 | $112.0K | 0.07% | −42−7.9% | Reduced |
| Sound Income Strategies, LLC | 496 | $112.8K | 0.01% | +157+46.3% | Added |
| Addison Advisors LLC | 496 | $112.9K | 0.04% | +66+15.3% | Added |
| Core Wealth Advisors, Inc. | 497 | $113.2K | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 500 | $113.8K | 0.00% | −2,203−81.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 505 | $115.0K | 0.01% | −19−3.6% | Reduced |
| Cape Investment Advisory, Inc. | 512 | $116.5K | 0.05% | −128−20.0% | Reduced |
| AlphaMark Advisors, LLC | 518 | $118.0K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 521 | $118.5K | 0.06% | +521 | New |
| Westchester Capital Management, Inc. | 560 | $127.5K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 572 | $130.1K | 0.04% | +9+1.6% | Added |
| West Paces Advisors Inc. | 584 | $133.0K | 0.04% | +72+14.1% | Added |
| Security National Bank | 600 | $136.6K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $136.6K | 0.06% | +222+58.7% | Added |
| TFC Financial Management | 604 | $137.5K | 0.02% | +3+0.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 600 | $141.8K | 0.08% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 628 | $143.0K | 0.01% | +560+823.5% | Added |
| Arlington Trust Co LLC | 633 | $144.1K | 0.04% | −16−2.5% | Reduced |
| Western Pacific Wealth Management, LP | 634 | $144.4K | 0.10% | 00.0% | Unchanged |
| WealthCollab, LLC | 638 | $145.3K | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $145.7K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 658 | $149.8K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 655 | $150.0K | 0.04% | +4+0.6% | Added |
| Bruce G. Allen Investments, LLC | 661 | $150.5K | 0.12% | −35−5.0% | Reduced |
| Trifecta Capital Advisors, LLC | 666 | $151.7K | 0.04% | −221−24.9% | Reduced |
| Deseret Mutual Benefit Administrators | 677 | $154.1K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 682 | $155.3K | 0.03% | −1,786−72.4% | Reduced |
| First Community Trust NA | 685 | $156.0K | 0.15% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $157.0K | 0.06% | −70−9.2% | Reduced |
| Westside Investment Management, Inc. | 693 | $157.8K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 708 | $161.2K | 0.03% | +53+8.1% | Added |
| Cyrus J. Lawrence, LLC | 729 | $165.0K | 0.04% | +729 | New |