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 |
|---|---|---|---|---|---|
| Humankind Investments LLC | 1,224 | $278.7K | 0.07% | −261−17.6% | Reduced |
| BEAM Asset Management, LLC | 1,226 | $279.1K | 0.17% | +137+12.6% | Added |
| Northwest Wealth Management, LLC | 1,226 | $279.1K | 0.08% | −399−24.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,229 | $279.8K | 0.13% | +82+7.1% | Added |
| IPG Investment Advisors LLC | 1,230 | $280.1K | 0.06% | −4,782−79.5% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,231 | $280.3K | 0.12% | +1,231 | New |
| Merriman Wealth Management, LLC | 1,235 | $281.2K | 0.01% | −41−3.2% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $282.3K | 0.19% | 00.0% | Unchanged |
| City State Bank | 1,245 | $283.0K | 0.12% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,243 | $283.0K | 0.06% | +29+2.4% | Added |
| Virtue Capital Management, LLC | 1,304 | $283.1K | 0.05% | −160−10.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $283.9K | 0.14% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 1,250 | $284.6K | 0.02% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,253 | $285.3K | 0.13% | −70−5.3% | Reduced |
| Kowal Investment Group, LLC | 1,253 | $285.3K | 0.06% | +1,253 | New |
| Certified Advisory Corp | 1,253 | $285.4K | 0.04% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,257 | $286.2K | 0.05% | +1,257 | New |
| Southeast Asset Advisors Inc. | 1,268 | $288.6K | 0.03% | +3+0.2% | Added |
| Burton Enright Welch | 1,268 | $288.7K | 0.07% | −61−4.6% | Reduced |
| Middleton & Co Inc | 1,269 | $288.9K | 0.03% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,269 | $288.9K | 0.09% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,276 | $290.5K | 0.05% | +6+0.5% | Added |
| 4J Wealth Management LLC | 1,278 | $291.0K | 0.25% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,279 | $291.2K | 0.01% | +43+3.5% | Added |
| UMA Financial Services, Inc. | 1,337 | $291.9K | 0.06% | +190+16.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,285 | $292.6K | 0.07% | +32+2.6% | Added |
| Brandywine Oak Private Wealth LLC | 1,292 | $294.2K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,571 | $294.3K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 1,298 | $295.0K | 0.15% | +1,298 | New |
| State of Wyoming | 1,298 | $295.5K | 0.05% | −67−4.9% | Reduced |
| Libra Wealth LLC | 1,300 | $296.0K | 0.13% | 00.0% | Unchanged |
| MJP Associates Inc | 1,303 | $296.6K | 0.06% | +1,303 | New |
| Revolve Wealth Partners, LLC | 1,304 | $296.9K | 0.05% | +85+7.0% | Added |
| Hall Laurie J Trustee | 1,304 | $297.0K | 0.10% | −145−10.0% | Reduced |
| Kapstone Financial Advisors LLC | 1,305 | $297.1K | 0.20% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $297.1K | 0.18% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,306 | $297.4K | 0.06% | −138−9.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $297.4K | 0.17% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,307 | $297.6K | 0.06% | +1,307 | New |
| Austin Wealth Management, LLC | 1,240 | $297.7K | 0.07% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,309 | $298.0K | 0.11% | −7−0.5% | Reduced |
| Vicus Capital | 1,311 | $298.6K | 0.03% | +1,311 | New |
| Summit Asset Management, LLC | 1,315 | $299.4K | 0.06% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,316 | $299.6K | 0.23% | +17+1.3% | Added |
| Cascade Investment Group, Inc. | 1,320 | $300.6K | 0.22% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,320 | $300.6K | 0.15% | +1+0.1% | Added |
| Hexagon Capital Partners LLC | 1,324 | $301.5K | 0.07% | −166−11.1% | Reduced |
| Heritage Financial Services, LLC | 1,327 | $302.1K | 0.04% | +27+2.1% | Added |
| Tyche Wealth Partners LLC | 1,329 | $302.7K | 0.07% | −50−3.6% | Reduced |
| Great Diamond Partners, LLC | 1,334 | $303.7K | 0.07% | −133−9.1% | Reduced |
| Drive Wealth Management, LLC | 1,337 | $304.4K | 0.09% | −445−25.0% | Reduced |
| Godsey & Gibb Associates | 1,337 | $304.4K | 0.03% | 00.0% | Unchanged |
| Perpetual Ltd | 1,444 | $305.0K | 0.00% | −1,964−57.6% | Reduced |
| Nwam LLC | 1,302 | $305.6K | 0.02% | −203−13.5% | Reduced |
| Simon Quick Advisors, LLC | 1,347 | $306.7K | 0.02% | +1,347 | New |
| Envoi LLC | 1,350 | $307.4K | 0.73% | +1,350 | New |
| E&G Advisors, LP | 1,350 | $307.5K | 0.10% | +100+8.0% | Added |
| Burns J W & Co Inc | 1,353 | $308.1K | 0.04% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,356 | $308.7K | 0.33% | −73−5.1% | Reduced |
| Ancora Advisors, LLC | 1,357 | $308.9K | 0.01% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,357 | $309.0K | 0.12% | −32−2.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $309.0K | 0.14% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,360 | $310.0K | 0.08% | −9−0.7% | Reduced |
| Oxford Financial Group Ltd | 1,362 | $310.1K | 0.02% | −10−0.7% | Reduced |
| JNBA Financial Advisors | 1,364 | $310.6K | 0.03% | −63−4.4% | Reduced |
| Legacy Private Trust Co. | 1,365 | $310.8K | 0.02% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,365 | $310.9K | 0.08% | +169+14.1% | Added |
| Strait & Sound Wealth Management LLC | 1,427 | $311.4K | 0.17% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,374 | $312.8K | 0.03% | −44−3.1% | Reduced |
| BTC Capital Management, Inc. | 1,376 | $313.3K | 0.03% | +1,376 | New |
| BBR Partners, LLC | 1,380 | $314.2K | 0.03% | +1,380 | New |
| Plante Moran Financial Advisors, LLC | 1,382 | $314.7K | 0.03% | +39+2.9% | Added |
| Arden Trust Co | 1,385 | $315.3K | 0.04% | −130−8.6% | Reduced |
| Quantum Financial Advisors, LLC | 1,387 | $315.7K | 0.06% | +314+29.3% | Added |
| 17 Capital Partners, LLC | 1,400 | $318.8K | 0.24% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,405 | $319.8K | 0.25% | +4+0.3% | Added |
| Paul Damon & Associates, Inc. | 1,413 | $321.7K | 0.22% | +31+2.2% | Added |
| Consolidated Planning Corp | 1,413 | $321.7K | 0.06% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,412 | $322.0K | 0.04% | −158−10.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,454 | $323.4K | 0.02% | +15+1.0% | Added |
| Garner Asset Management Corp | 1,420 | $324.0K | 0.17% | −1−0.1% | Reduced |
| Sonora Investment Management Group, LLC | 1,426 | $324.8K | 0.03% | −37−2.5% | Reduced |
| KLCM Advisors, Inc. | 1,428 | $325.1K | 0.04% | +70+5.2% | Added |
| Fairfield, Bush & Co. | 1,430 | $325.6K | 0.19% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,431 | $325.8K | 0.07% | +1,431 | New |
| Round Hill Asset Management | 1,432 | $326.1K | 0.20% | −1,015−41.5% | Reduced |
| First Financial Bank - Trust Division | 1,433 | $326.3K | 0.03% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,440 | $327.9K | 0.07% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $328.3K | 0.12% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,443 | $328.5K | 0.22% | +23+1.6% | Added |
| Salomon & Ludwin, LLC | 1,443 | $328.6K | 0.03% | +705+95.5% | Added |
| Motco | 1,445 | $329.0K | 0.02% | −1−0.1% | Reduced |
| Crew Capital Management, Ltd. | 1,445 | $329.0K | 0.27% | +355+32.6% | Added |
| First Business Financial Services, Inc. | 1,447 | $329.5K | 0.04% | −119−7.6% | Reduced |
| Valley National Advisers Inc | 1,450 | $330.0K | 0.05% | +17+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,450 | $330.1K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,451 | $330.3K | 0.02% | −1,184−44.9% | Reduced |
| Angeles Investment Advisors, LLC | 1,453 | $330.8K | 0.02% | +211+17.0% | Added |
| Westover Capital Advisors, LLC | 1,460 | $332.4K | 0.10% | 00.0% | Unchanged |
| Onefund, LLC | 1,472 | $335.0K | 0.40% | −52−3.4% | Reduced |