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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.

Institutional holdersQ1 2024: 2,316 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ1 2024: $139.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2023.

Institutions holding AXP in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Castleview Partners, LLC743$169.2K0.09%+22+3.1%Added
Vestor Capital, LLC745$170.0K0.01%00.0%Unchanged
Avalon Trust Co751$171.0K0.01%00.0%Unchanged
CNB Bank758$172.6K0.08%00.0%Unchanged
Gilliland Jeter Wealth Management LLC759$172.8K0.06%+759New
Semmax Financial Advisors Inc.725$173.1K0.06%+564+350.3%Added
Financial Management Professionals, Inc.769$175.0K0.03%+90+13.3%Added
Providence Capital Advisors, LLC770$175.3K0.04%00.0%Unchanged
Kelly Financial Services LLC783$178.2K0.07%+1+0.1%Added
1832 Asset Management L.P.795$181.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC809$184.2K0.05%00.0%Unchanged
New England Capital Financial Advisors LLC812$184.9K0.10%−1,063−56.7%Reduced
First Financial Corp827$188.3K0.10%−279−25.2%Reduced
Orion Capital Management LLC830$189.0K0.10%−10−1.2%Reduced
Y.D. More Investments Ltd840$190.9K0.03%+20+2.4%Added
DecisionPoint Financial, LLC825$194.3K0.08%00.0%Unchanged
Wolff Wiese Magana LLC865$197.0K0.17%00.0%Unchanged
Wealth Effects LLC880$200.4K0.07%+880New
Town & Country Bank & Trust CO dba First Bankers Trust CO881$200.6K0.09%+881New
Patton Albertson Miller Group, LLC881$200.6K0.03%+881New
West Branch Capital LLC884$201.3K0.08%−50−5.4%Reduced
Northwest Capital Management Inc888$202.2K0.06%00.0%Unchanged
Financial Engines Advisors L.L.C.895$203.8K0.00%+895New
Intrust Bank NA896$204.0K0.02%+896New
Apella Capital, LLC930$204.4K0.01%+930New
Alesco Advisors LLC900$204.9K0.01%+900New
Talbot Financial, LLC900$204.9K0.03%+900New
American Financial Advisors, LLC901$205.2K0.03%+901New
M. Kraus & Co903$205.6K0.06%+903New
Goepper Burkhardt LLC850$206.0K0.10%+850New
Planning Directions Inc905$206.0K0.14%+905New
Main Street Financial Solutions, LLC908$206.7K0.02%+908New
Legacy Capital Wealth Partners, LLC1,262$206.7K0.15%−1,042−45.2%Reduced
Levy Wealth Management Group, LLC1,103$206.7K0.06%00.0%Unchanged
Meritage Portfolio Management909$207.0K0.01%+909New
Latitude Advisors, LLC910$207.3K0.13%+910New
Roberts Wealth Advisors, LLC950$207.5K0.08%+950New
Accretive Wealth Partners, LLC900$207.7K0.09%+900New
Fortress Wealth Group, LLC871$208.4K0.11%+871New
Stephenson & Company, Inc.918$209.0K0.15%+918New
Alterna Wealth Management, Inc920$209.5K0.21%+920New
Edgemoor Investment Advisors, Inc.921$209.7K0.02%+921New
Saxony Capital Management, LLC921$209.8K0.25%+921New
WT Wealth Management923$210.2K0.08%+923New
Signal Advisors Wealth, LLC925$210.7K0.05%+925New
CAP Partners, LLC927$211.1K0.19%+927New
Advisory Alpha, LLC931$212.0K0.01%+931New
Ruane, Cunniff & Goldfarb L.P.932$212.2K0.00%+932New
SevenBridge Financial Group, LLC921$212.5K0.05%−274−22.9%Reduced
Narus Financial Partners, LLC934$212.7K0.09%+934New
Arbor Trust Wealth Advisors, LLC975$212.9K0.12%+975New
General Partner, Inc.936$213.1K0.13%00.0%Unchanged
Seven Eight Capital, LP936$213.1K0.02%+936New
Abel Hall, LLC937$213.3K0.16%+937New
M3 Advisory Group, LLC937$213.3K0.19%+937New
Ausdal Financial Partners, Inc.938$213.6K0.02%−237−20.2%Reduced
PFG Private Wealth Management, LLC940$214.0K0.13%+61+6.9%Added
WR Wealth Planners, LLC940$214.0K0.07%+940New
CM Wealth Advisors LLC910$214.2K0.06%+910New
Woodley Farra Manion Portfolio Management Inc943$214.7K0.01%+943New
Aprio Wealth Management, LLC945$215.2K0.04%+945New
Marathon Capital Management945$215.2K0.05%+945New
Ackerman Capital Advisors, LLC946$215.4K0.06%+946New
Moss Adams Wealth Advisors LLC946$215.5K0.03%−604−39.0%Reduced
Capital Investment Advisory Services, LLC948$215.8K0.02%+948New
Imprint Wealth LLC951$216.5K0.05%+951New
Princeton Capital Management LLC951$216.5K0.08%+951New
Harbor Group, Inc.952$216.8K0.06%+952New
Newbridge Financial Services Group, Inc.953$217.0K0.09%+953New
First Nebraska Trust Co955$217.4K0.02%+955New
Boothbay Fund Management, LLC956$217.7K0.01%+956New
Seeds Investor LLC958$218.1K0.20%−127−11.7%Reduced
Aigen Investment Management, LP960$218.6K0.05%+960New
Monument Capital Management966$220.0K0.06%+966New
Family Asset Management, LLC969$220.6K0.14%+969New
Harel Insurance Investments & Financial Services Ltd.969$221.0K0.00%−90−8.5%Reduced
Cowa, LLC975$222.0K0.13%+975New
NavPoint Financial, Inc.981$223.4K0.19%+981New
Osterweis Capital Management Inc982$223.6K0.01%00.0%Unchanged
BIP Wealth, LLC982$223.6K0.02%+982New
Royal Fund Management, LLC986$224.6K0.03%+986New
FSA Advisors, Inc.993$226.1K0.24%+993New
Farmers & Merchants Investments Inc997$227.0K0.01%+95+10.5%Added
First National Corp1,213$227.3K0.06%00.0%Unchanged
Wealthstar Advisors, LLC998$227.4K0.08%+998New
Old Second National Bank of Aurora1,000$227.7K0.06%−100−9.1%Reduced
Coho Partners, Ltd.1,000$227.7K0.01%+1,000New
Pathway Financial Advisers, LLC1,000$227.9K0.08%+257+34.6%Added
Oarsman Capital, Inc.1,001$227.9K0.05%−175−14.9%Reduced
TFB Advisors LLC985$228.0K0.08%+985New
Close Asset Management Ltd1,001$228.0K0.01%00.0%Unchanged
Pinnacle West Asset Management, Inc.1,000$228.0K0.18%+1,000New
Mine & Arao Wealth Creation & Management, LLC.1,005$228.8K0.11%+5+0.5%Added
Jaffetilchin Investment Partners, LLC1,007$229.2K0.02%+1,007New
Central Valley Advisors, LLC1,007$229.3K0.12%+1,007New
Optas, LLC1,008$229.5K0.06%+1,008New
Everpar Advisors LLC1,010$230.0K0.14%+1,010New
Mosaic Financial Group, LLC1,009$230.0K0.18%+1,009New
NorthStar Asset Management LLC1,012$230.5K0.17%+1,012New
Intrua Financial, LLC1,016$231.3K0.04%+1,016New