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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 1,716 | $390.8K | 0.03% | +132+8.3% | Added |
| Soltis Investment Advisors LLC | 1,726 | $393.0K | 0.04% | +4+0.2% | Added |
| Quotient Wealth Partners, LLC | 1,727 | $393.3K | 0.01% | −21−1.2% | Reduced |
| Wealthquest Corp | 1,731 | $394.1K | 0.04% | +12+0.7% | Added |
| Accel Wealth Management | 1,741 | $396.3K | 0.17% | +303+21.1% | Added |
| Atlantic Trust, LLC | 1,744 | $397.1K | 0.10% | +50+3.0% | Added |
| Fulton Breakefield Broenniman LLC | 1,748 | $398.0K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,757 | $400.1K | 0.11% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 1,757 | $400.1K | 0.17% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,762 | $401.1K | 0.05% | −332−15.9% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $401.9K | 0.05% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 1,765 | $401.9K | 0.19% | −468−21.0% | Reduced |
| Windsor Capital Management, LLC | 1,769 | $402.9K | 0.12% | +1+0.1% | Added |
| Harbour Trust & Investment Management Co | 1,773 | $403.7K | 0.05% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,775 | $404.1K | 0.02% | +1,775 | New |
| Missouri Trust & Investment Co | 1,780 | $405.3K | 0.16% | −95−5.1% | Reduced |
| Greenwood Capital Associates LLC | 1,786 | $406.7K | 0.05% | −132−6.9% | Reduced |
| Scientech Research LLC | 1,791 | $407.8K | 0.22% | +1,791 | New |
| SRS Capital Advisors, Inc. | 1,797 | $409.0K | 0.04% | −435−19.5% | Reduced |
| Richard W. Paul & Associates, LLC | 1,798 | $409.5K | 0.16% | −75−4.0% | Reduced |
| Level Four Advisory Services, LLC | 2,188 | $409.8K | 0.02% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,800 | $409.8K | 0.14% | −46−2.5% | Reduced |
| Thrive Wealth Management, LLC | 1,802 | $410.4K | 0.08% | +279+18.3% | Added |
| Northside Capital Management, LLC | 1,805 | $411.0K | 0.07% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,806 | $411.3K | 0.11% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,815 | $413.3K | 0.20% | −710−28.1% | Reduced |
| Prairieview Wealth Partners, LLC | 1,818 | $413.9K | 0.38% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,821 | $414.6K | 0.30% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,824 | $415.3K | 0.09% | −9−0.5% | Reduced |
| Dark Forest Capital Management LP | 1,828 | $416.2K | 0.07% | +1,828 | New |
| 626 Financial, LLC | 1,832 | $417.1K | 0.25% | +1+0.1% | Added |
| Allred Capital Management, LLC | 1,837 | $418.3K | 0.16% | +57+3.2% | Added |
| Thompson Investment Management, Inc. | 1,856 | $422.6K | 0.06% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $423.0K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 1,862 | $424.0K | 0.01% | 00.0% | Unchanged |
| Capital Square, LLC | 1,872 | $426.2K | 0.30% | +416+28.6% | Added |
| Verity & Verity, LLC | 1,874 | $426.7K | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,896 | $431.7K | 0.02% | −55−2.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,900 | $432.6K | 0.02% | −100−5.0% | Reduced |
| Barton Investment Management | 1,900 | $432.6K | 0.05% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,901 | $432.8K | 0.45% | −383−16.8% | Reduced |
| Cairn Investment Group, Inc. | 1,900 | $433.0K | 0.25% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,910 | $434.8K | 0.05% | +418+28.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,910 | $435.0K | 0.02% | +31+1.6% | Added |
| First National Bank | 1,911 | $435.1K | 0.33% | +9+0.5% | Added |
| Gateway Advisory, LLC | 1,915 | $436.0K | 0.08% | +374+24.3% | Added |
| Independent Family Office, LLC | 1,932 | $439.9K | 0.24% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 1,933 | $440.2K | 0.09% | −77−3.8% | Reduced |
| Donaldson Capital Management, LLC | 1,937 | $441.0K | 0.02% | +35+1.8% | Added |
| Fragasso Group Inc. | 1,940 | $441.7K | 0.04% | +716+58.5% | Added |
| Sunbelt Securities, Inc. | 1,943 | $442.3K | 0.05% | +527+37.2% | Added |
| Mechanics Financial Corp | 1,950 | $444.0K | 0.23% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,952 | $444.5K | 0.13% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,958 | $445.8K | 0.01% | +586+42.7% | Added |
| Arcataur Capital Management LLC | 1,975 | $449.7K | 0.16% | 00.0% | Unchanged |
| Allen Investment Management LLC | 1,976 | $449.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,976 | $449.9K | 0.20% | +1,525+338.1% | Added |
| Cedar Brook Financial Partners, LLC | 1,978 | $450.4K | 0.09% | −1−0.1% | Reduced |
| Eagle Bay Advisors LLC | 1,983 | $451.4K | 0.28% | −171−7.9% | Reduced |
| Virtu Financial LLC | 1,989 | $453.0K | 0.03% | +1,989 | New |
| Magnolia Capital Management Ltd | 2,000 | $455.0K | 0.39% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,000 | $455.4K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,000 | $455.4K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $455.4K | 0.08% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $455.4K | 0.44% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $455.4K | 0.03% | +2,000 | New |
| Garrison Asset Management, LLC | 2,001 | $455.6K | 0.24% | −480−19.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,002 | $455.8K | 0.08% | +32+1.6% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,004 | $456.3K | 0.25% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,006 | $456.7K | 0.07% | −101−4.8% | Reduced |
| Camden Capital, LLC | 2,006 | $456.8K | 0.04% | +101+5.3% | Added |
| Whitener Capital Management, Inc. | 2,010 | $457.7K | 0.15% | −50−2.4% | Reduced |
| Sutton Place Investors LLC | 2,011 | $457.8K | 0.23% | +2,011 | New |
| Ruggaard & Associates LLC | 2,012 | $458.0K | 0.22% | −93−4.4% | Reduced |
| Bahl & Gaynor Inc | 2,016 | $459.0K | 0.00% | +2,016 | New |
| USA Financial Portformulas Corp | 2,018 | $459.5K | 0.07% | +2,018 | New |
| Empirical Asset Management, LLC | 2,019 | $459.7K | 0.22% | +2,019 | New |
| KKM Financial LLC | 2,025 | $461.1K | 0.22% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 2,026 | $461.3K | 0.30% | +301+17.4% | Added |
| Accurate Wealth Management, LLC | 1,998 | $461.6K | 0.13% | −61−3.0% | Reduced |
| MEMBERS Trust Co | 2,028 | $461.8K | 0.01% | −351−14.8% | Reduced |
| Waddell & Associates, LLC | 2,036 | $463.6K | 0.06% | +10.0% | Added |
| Brown, Lisle/Cummings, Inc. | 2,047 | $466.1K | 0.16% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 2,050 | $466.8K | 0.00% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 2,052 | $467.2K | 0.17% | +126+6.5% | Added |
| Washington Trust Bank | 2,053 | $467.4K | 0.04% | +161+8.5% | Added |
| Pacitti Group Inc. | 2,054 | $467.7K | 0.25% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 2,055 | $467.9K | 0.29% | −17−0.8% | Reduced |
| Moser Wealth Advisors, LLC | 2,056 | $468.1K | 0.26% | +1,536+295.4% | Added |
| Trueblood Wealth Management, LLC | 2,072 | $471.8K | 0.27% | +158+8.3% | Added |
| LMCG Investments, LLC | 2,074 | $472.2K | 0.03% | −23−1.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,076 | $472.8K | 0.06% | +478+29.9% | Added |
| Blume Capital Management, Inc. | 2,084 | $474.5K | 0.12% | −15−0.7% | Reduced |
| Bangor Savings Bank | 2,092 | $476.3K | 0.05% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,094 | $476.8K | 0.36% | +17+0.8% | Added |
| Toth Financial Advisory Corp | 2,094 | $476.8K | 0.06% | +2+0.1% | Added |
| SkyView Investment Advisors, LLC | 2,094 | $477.0K | 0.09% | +70+3.5% | Added |
| Pittenger & Anderson Inc | 2,100 | $478.1K | 0.02% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,100 | $478.1K | 0.29% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 2,101 | $478.4K | 0.33% | 00.0% | Unchanged |