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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
Davies Financial Advisors, Inc.1,016$231.3K0.24%+1,016New
Savvy Advisors, Inc.1,016$231.3K0.13%+1,016New
CRA Financial Services, LLC1,017$231.6K0.05%+1,017New
Stonebridge Capital Management Inc1,020$232.0K0.10%+1,020New
FIL Ltd1,020$232.2K0.00%−76,376−98.7%Reduced
MBL Wealth, LLC1,020$232.2K0.03%+1,020New
Onyx Bridge Wealth Group LLC986$232.3K0.04%+986New
Headlands Technologies LLC1,023$232.9K0.06%−9,261−90.1%Reduced
Claris Advisors, LLC1,023$233.0K0.12%+1,023New
XML Financial, LLC1,025$233.4K0.02%+1,025New
Trustmark National Bank Trust Department1,029$234.3K0.02%+1,029New
Zega Financial, LLC1,030$234.6K0.10%−336−24.6%Reduced
Apexium Financial, LP1,033$235.2K0.02%+1,033New
Patrick M Sweeney & Associates, Inc1,037$236.0K0.19%+1,037New
Infrastructure Capital Advisors, LLC1,039$236.6K0.03%+1,039New
Independence Bank of Kentucky1,040$236.8K0.07%−25−2.3%Reduced
Vista Investment Management1,043$237.5K0.10%−43−4.0%Reduced
Willner & Heller, LLC1,044$237.7K0.24%+1,044New
Capital Advisors, Ltd. LLC1,047$238.0K0.03%+7+0.7%Added
Shepherd Financial Partners LLC1,047$238.4K0.03%+1,047New
AJOVista, LLC1,048$238.6K0.65%00.0%Unchanged
CJM Wealth Advisers, Ltd.1,049$238.8K0.09%+1,049New
Greenwich Wealth Management LLC1,051$239.0K0.02%−50−4.5%Reduced
Tactive Advisors, LLC1,050$239.1K0.13%+1,050New
Blodgett Wealth Advisors, LLC1,056$240.5K0.22%+1,056New
Mattern Capital Management, LLC1,057$240.7K0.03%+1,057New
Kathmere Capital Management, LLC1,062$241.8K0.03%+1,062New
Rosenbaum Jay D.1,063$242.0K1.37%+1,063New
New Covenant Trust Company, N.A.1,066$242.7K0.24%+1,066New
PCA Investment Advisory Services Inc.1,066$242.8K0.14%+1,066New
Nadler Financial Group, Inc.1,067$242.9K0.03%+1,067New
Capital Wealth Planning, LLC1,069$243.4K0.00%+1,069New
Bullock Wealth Management Group1,072$244.0K0.16%+1,072New
Probity Advisors, Inc.1,075$244.8K0.05%−16−1.5%Reduced
Bristlecone Advisors, LLC1,076$245.0K0.02%00.0%Unchanged
Fox Run Management, L.L.C.1,078$245.4K0.05%+1,078New
Ehrlich Financial Group1,078$245.4K0.21%+1,078New
Glass Jacobson Investment Advisors llc1,085$247.0K0.09%00.0%Unchanged
Howard Financial Services, Ltd.1,085$247.0K0.04%+1,085New
Colton Groome Financial Advisors, LLC1,086$247.3K0.10%00.0%Unchanged
Paragon Capital Management Ltd1,087$247.5K0.04%00.0%Unchanged
Gryphon Financial Partners LLC1,089$248.0K0.04%−130−10.7%Reduced
RAM Investment Partners, LLC1,089$248.0K0.08%+1,089New
Truvestments Capital LLC1,094$249.1K0.10%+129+13.4%Added
StoneX Group Inc.1,095$249.3K0.02%−800−42.2%Reduced
Reinhart Partners, Inc.1,100$250.5K0.01%00.0%Unchanged
Fenimore Asset Management Inc1,105$251.6K0.01%00.0%Unchanged
Obsidian Personal Planning Solutions LLC1,077$252.1K0.17%+1,077New
Capital Market Strategies LLC1,111$253.0K0.19%+8+0.7%Added
Delta Financial Advisors LLC1,111$253.1K0.10%00.0%Unchanged
Silvia McColl Wealth Management, LLC1,165$253.6K0.22%00.0%Unchanged
Rosenberg Matthew Hamilton1,116$254.0K0.07%−24−2.1%Reduced
One Day In July LLC1,118$254.6K0.03%−75−6.3%Reduced
ISAM Funds (UK) Ltd1,118$254.6K0.15%+1,118New
Delap Wealth Advisory, LLC1,121$255.2K0.10%+1,121New
Breed's Hill Capital LLC1,123$255.7K0.24%00.0%Unchanged
Voya Financial Advisors, Inc.1,123$255.8K0.03%−155−12.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,124$255.9K0.09%+655+139.7%Added
Wedge Capital Management L L P1,127$256.6K0.00%−45−3.8%Reduced
Hudock, Inc.1,131$257.5K0.06%00.0%Unchanged
Global Financial Private Client, LLC1,132$257.7K0.11%00.0%Unchanged
CVA Family Office, LLC1,133$258.0K0.05%+42+3.8%Added
West Family Investments, Inc.1,135$258.4K0.08%+1,135New
Clifford Group, LLC1,136$258.7K0.21%00.0%Unchanged
Mendel Capital Management LLC1,138$259.2K0.17%00.0%Unchanged
Alliance Wealth Advisors, LLC1,144$260.5K0.08%+54+5.0%Added
Tortoise Investment Management, LLC1,149$261.6K0.03%−25−2.1%Reduced
Silver Oak Securities, Inc1,149$261.7K0.04%−1−0.1%Reduced
Regent Peak Wealth Advisors LLC1,150$261.8K0.07%−49−4.1%Reduced
True North Advisors, LLC1,150$261.8K0.07%−5−0.4%Reduced
Buckley Wealth Management, LLC1,151$262.1K0.08%−86−7.0%Reduced
Private Capital Management LLC1,154$262.8K0.06%+1,154New
FLC Capital Advisors1,155$263.0K0.07%00.0%Unchanged
DF Dent & Co Inc1,155$263.0K0.00%−2−0.2%Reduced
Money Concepts Capital Corp1,161$264.4K0.02%+1,161New
Monticello Wealth Management, LLC1,166$265.4K0.02%00.0%Unchanged
Encompass Wealth Advisors, LLC1,170$266.4K0.07%−60−4.9%Reduced
Cottonwood Capital Advisors, LLC1,223$267.2K0.21%−132−9.7%Reduced
Smith Chas P & Associates Pa Cpas1,174$267.3K0.02%+37+3.3%Added
Montgomery Investment Management Inc1,175$267.5K0.10%00.0%Unchanged
Novare Capital Management LLC1,177$267.9K0.02%+1,177New
Valmark Advisers, Inc.1,177$268.0K0.00%+1,177New
OneAscent Wealth Management LLC1,179$268.0K0.10%+114+10.7%Added
Family Firm, Inc.1,179$268.4K0.07%+3+0.3%Added
Oxford Asset Management LLP1,183$269.4K0.29%+1,183New
David Loasby1,236$271.7K0.03%+1,236New
Sand Hill Global Advisors, LLC1,199$273.0K0.01%−53−4.2%Reduced
Bridges Investment Management Inc1,200$273.2K0.01%−50−4.0%Reduced
Omega Financial Group, LLC1,200$273.2K0.11%00.0%Unchanged
Carmel Capital Partners, LLC1,201$273.5K0.11%−2−0.2%Reduced
Callan Capital, LLC1,204$274.1K0.02%+1,204New
Crescent Grove Advisors, LLC1,209$275.4K0.03%+1,209New
Key Financial Inc1,213$276.2K0.07%00.0%Unchanged
First Trust Investment Solutions L.P.1,214$276.4K0.05%+1,214New
Firestone Capital Management1,215$276.6K0.08%00.0%Unchanged
Wealth Management Partners, LLC1,219$277.7K0.14%00.0%Unchanged
Heartland Bank & Trust Co1,220$277.8K0.16%−100−7.6%Reduced
Port Capital LLC1,220$278.0K0.01%−52−4.1%Reduced
Centaurus Financial, Inc.1,220$278.0K0.02%+9+0.7%Added
Heartwood Wealth Advisors LLC1,221$278.0K0.03%00.0%Unchanged