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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 1,472 | $335.1K | 0.08% | 00.0% | Unchanged |
| Trust Co of the South | 1,474 | $335.6K | 0.08% | +1,474 | New |
| Founders Financial Securities LLC | 1,475 | $335.9K | 0.04% | −2,410−62.0% | Reduced |
| Interchange Capital Partners, LLC | 1,458 | $336.2K | 0.23% | −66−4.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,479 | $336.7K | 0.05% | −20−1.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,482 | $337.4K | 0.02% | −35−2.3% | Reduced |
| Walker Asset Management, LLC | 1,482 | $337.5K | 0.22% | +3+0.2% | Added |
| Delta Asset Management LLC | 1,486 | $338.3K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,486 | $338.3K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,487 | $338.7K | 0.09% | +106+7.7% | Added |
| Compass Ion Advisors, LLC | 1,490 | $339.3K | 0.05% | −7−0.5% | Reduced |
| Puzo Michael J | 1,500 | $341.5K | 0.09% | −100−6.3% | Reduced |
| KFA Private Wealth Group, LLC | 1,500 | $341.5K | 0.11% | −12−0.8% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $341.5K | 0.18% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,500 | $341.5K | 0.04% | +6+0.4% | Added |
| Professional Advisory Services Inc | 1,500 | $342.0K | 0.05% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,505 | $342.8K | 0.10% | −16−1.1% | Reduced |
| Northwest Bancshares, Inc. | 1,509 | $343.6K | 0.05% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,513 | $344.6K | 0.13% | +435+40.4% | Added |
| Claro Advisors LLC | 1,517 | $345.3K | 0.06% | +161+11.9% | Added |
| CIC Wealth, LLC | 1,518 | $345.6K | 0.10% | +47+3.2% | Added |
| Hemington Wealth Management | 1,518 | $346.0K | 0.13% | −44−2.8% | Reduced |
| Regal Investment Advisors LLC | 1,524 | $346.9K | 0.02% | −204−11.8% | Reduced |
| Ariston Services Group | 1,525 | $347.2K | 0.33% | −599−28.2% | Reduced |
| Annex Advisory Services, LLC | 1,528 | $348.0K | 0.01% | −293−16.1% | Reduced |
| Liberty Wealth Management LLC | 1,527 | $348.0K | 0.07% | −46−2.9% | Reduced |
| MONECO Advisors, LLC | 1,529 | $348.2K | 0.06% | +10+0.7% | Added |
| Five Oceans Advisors | 1,531 | $348.6K | 0.18% | −85−5.3% | Reduced |
| Atlas Private Wealth Advisors | 1,538 | $350.3K | 0.12% | −1,184−43.5% | Reduced |
| Davidson Trust Co | 1,539 | $350.4K | 0.20% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,539 | $350.4K | 0.25% | +32+2.1% | Added |
| Michael B. Yongue | 1,545 | $351.8K | 0.31% | −885−36.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 26,356 | $352.0K | 0.20% | +24,474+1,300.4% | Added |
| Amplius Wealth Advisors, LLC | 1,548 | $352.5K | 0.04% | +48+3.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,549 | $352.6K | 0.09% | +4+0.3% | Added |
| Boit C F David | 1,525 | $353.0K | 0.19% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,552 | $353.4K | 0.02% | −43,828−96.6% | Reduced |
| Private Portfolio Partners LLC | 1,556 | $354.2K | 0.07% | +3+0.2% | Added |
| JFS Wealth Advisors, LLC | 1,557 | $354.5K | 0.03% | +1+0.1% | Added |
| Astoria Portfolio Advisors LLC. | 1,625 | $355.0K | 0.14% | +96+6.3% | Added |
| Rockbridge Investment Management, LCC | 1,567 | $356.8K | 0.05% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,576 | $358.8K | 0.27% | −283−15.2% | Reduced |
| Wealth Advisory Solutions, LLC | 1,576 | $358.8K | 0.09% | +1,576 | New |
| Centric Wealth Management | 1,534 | $358.9K | 0.11% | +133+9.5% | Added |
| Kelman-Lazarov, Inc. | 1,579 | $359.5K | 0.07% | 00.0% | Unchanged |
| Overbrook Management Corp | 1,583 | $360.4K | 0.10% | −21,854−93.2% | Reduced |
| Bouchey Financial Group Ltd | 1,584 | $360.7K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 1,585 | $360.9K | 0.09% | +18+1.1% | Added |
| Burney Co | 1,586 | $361.1K | 0.01% | −51−3.1% | Reduced |
| Keebeck Wealth Management, LLC | 1,587 | $361.3K | 0.05% | +479+43.2% | Added |
| Sivia Capital Partners, LLC | 1,591 | $362.3K | 0.25% | −15−0.9% | Reduced |
| Keel Point, LLC | 1,596 | $363.5K | 0.04% | +490+44.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,598 | $363.7K | 0.14% | −34−2.1% | Reduced |
| Wealth Group, Ltd. | 1,597 | $364.0K | 0.27% | +1,597 | New |
| Alta Advisers Ltd | 1,600 | $364.3K | 0.18% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $364.3K | 0.04% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,606 | $365.6K | 0.13% | +2+0.1% | Added |
| Aire Advisors, LLC | 1,603 | $365.8K | 0.08% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,608 | $366.1K | 0.19% | −70−4.2% | Reduced |
| Pure Financial Advisors, Inc. | 1,609 | $366.2K | 0.01% | +354+28.2% | Added |
| Acorn Wealth Advisors, LLC | 1,613 | $367.2K | 0.19% | +1+0.1% | Added |
| FourThought Financial Partners, LLC | 1,613 | $367.3K | 0.04% | −180−10.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,618 | $368.3K | 0.10% | +1+0.1% | Added |
| Sentinus, LLC | 1,619 | $368.5K | 0.13% | +1,619 | New |
| McElhenny Sheffield Capital Management, LLC | 1,623 | $369.2K | 0.13% | −2−0.1% | Reduced |
| Birchcreek Wealth Management, LLC | 1,624 | $369.8K | 0.19% | +256+18.7% | Added |
| Meadow Creek Wealth Advisors LLC | 1,625 | $370.0K | 0.26% | +1,625 | New |
| Schubert & Co | 1,626 | $370.2K | 0.32% | +3+0.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $371.1K | 0.05% | −17−1.0% | Reduced |
| Keystone Financial Group | 1,635 | $372.3K | 0.05% | +1,635 | New |
| City Holding Co | 1,640 | $373.4K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,644 | $374.4K | 0.03% | +449+37.6% | Added |
| Act Two Investors LLC | 1,645 | $374.6K | 0.08% | 00.0% | Unchanged |
| Norden Group LLC | 1,645 | $374.6K | 0.08% | +1,645 | New |
| Skba Capital Management LLC | 1,650 | $375.7K | 0.06% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,654 | $377.0K | 0.03% | +90+5.8% | Added |
| Strategy Asset Managers LLC | 1,658 | $377.5K | 0.08% | 00.0% | Unchanged |
| WBI Investments | 1,659 | $377.7K | 0.08% | −2,214−57.2% | Reduced |
| Inscription Capital, LLC | 1,659 | $377.7K | 0.06% | +570+52.3% | Added |
| Fagan Associates, Inc. | 1,660 | $378.0K | 0.07% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,662 | $378.4K | 0.12% | +309+22.8% | Added |
| LCNB Corp | 1,662 | $378.4K | 0.14% | −95−5.4% | Reduced |
| Vista Investment Partners LLC | 1,664 | $378.9K | 0.13% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,667 | $379.6K | 0.09% | −27−1.6% | Reduced |
| Howe & Rusling Inc | 1,668 | $379.8K | 0.04% | +13+0.8% | Added |
| Investors Research Corp | 1,675 | $381.4K | 0.09% | −95−5.4% | Reduced |
| Baker Boyer National Bank | 1,678 | $382.1K | 0.13% | +85+5.3% | Added |
| Round Rock Advisors, LLC | 1,679 | $382.3K | 0.09% | +145+9.5% | Added |
| Angeles Wealth Management, LLC | 1,680 | $382.5K | 0.04% | +461+37.8% | Added |
| Heritage Investment Group, Inc. | 1,681 | $383.0K | 0.08% | −498−22.9% | Reduced |
| Gitterman Wealth Management, LLC | 1,686 | $383.9K | 0.15% | −1,335−44.2% | Reduced |
| 180 Wealth Advisors, LLC | 1,687 | $384.1K | 0.07% | −38−2.2% | Reduced |
| First Personal Financial Services | 1,694 | $385.7K | 0.09% | −200−10.6% | Reduced |
| Zions Bancorporation, N.A. | 1,694 | $385.7K | 0.03% | +225+15.3% | Added |
| NFP Retirement, Inc. | 1,694 | $385.7K | 0.03% | +56+3.4% | Added |
| Cassaday & Co Wealth Management LLC | 1,695 | $385.9K | 0.01% | +18+1.1% | Added |
| Diversified, LLC | 1,696 | $386.1K | 0.05% | +49+3.0% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $387.1K | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,713 | $390.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,714 | $390.3K | 0.04% | 00.0% | Unchanged |