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 |
|---|---|---|---|---|---|
| Pictet & Cie (Europe) SA | 2,101 | $478.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,106 | $480.0K | 0.29% | +10.0% | Added |
| Archetype Wealth Partners | 2,110 | $480.0K | 0.08% | +2,110 | New |
| Campbell & CO Investment Adviser LLC | 2,109 | $480.2K | 0.04% | +742+54.3% | Added |
| Aberdeen Wealth Management LLC | 2,111 | $480.7K | 0.28% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,209 | $480.8K | 0.12% | +233+11.8% | Added |
| Macroview Investment Management LLC | 2,113 | $481.2K | 0.53% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,114 | $481.3K | 0.02% | +10+0.5% | Added |
| HC Advisors, LLC | 2,114 | $481.4K | 0.23% | +10.0% | Added |
| Morningstar Investment Management LLC | 2,132 | $485.0K | 0.05% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,136 | $486.3K | 0.13% | +2,136 | New |
| Arkadios Wealth Advisors | 2,138 | $486.8K | 0.04% | −463−17.8% | Reduced |
| HCR Wealth Advisors | 2,139 | $487.1K | 0.07% | −26−1.2% | Reduced |
| Patten Group, Inc. | 2,140 | $487.3K | 0.12% | −140−6.1% | Reduced |
| Opal Wealth Advisors, LLC | 2,143 | $487.9K | 0.17% | +4+0.2% | Added |
| Continuum Advisory, LLC | 2,042 | $488.4K | 0.07% | −1,697−45.4% | Reduced |
| Greylin Investment Mangement Inc | 2,150 | $489.5K | 0.08% | 00.0% | Unchanged |
| G&S Capital LLC | 2,155 | $490.8K | 0.22% | −55−2.5% | Reduced |
| Cadent Capital Advisors, LLC | 2,160 | $491.9K | 0.20% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,161 | $492.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,161 | $492.2K | 0.21% | +284+15.1% | Added |
| Mystic Asset Management, Inc. | 2,163 | $492.5K | 0.20% | −33−1.5% | Reduced |
| Adirondack Trust Co | 2,171 | $494.3K | 0.21% | −10.0% | Reduced |
| Signature Wealth Management Partners, LLC | 2,171 | $494.3K | 0.40% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 2,180 | $496.4K | 0.23% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,185 | $497.5K | 0.27% | −235−9.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,203 | $501.6K | 0.10% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,204 | $502.0K | 0.00% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,213 | $503.9K | 0.30% | −125−5.3% | Reduced |
| Leo Wealth, LLC | 2,219 | $505.1K | 0.05% | +401+22.1% | Added |
| Geneos Wealth Management Inc. | 2,221 | $505.8K | 0.02% | +102+4.8% | Added |
| M&R Capital Management Inc | 2,222 | $506.0K | 0.12% | −70−3.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,221 | $506.0K | 0.23% | 00.0% | Unchanged |
| Cypress Capital Group | 2,225 | $506.6K | 0.06% | +208+10.3% | Added |
| Dechtman Wealth Management, LLC | 2,226 | $506.8K | 0.12% | +7+0.3% | Added |
| Silverlake Wealth Management LLC | 2,229 | $507.6K | 0.26% | +100+4.7% | Added |
| Umpqua Bank | 2,238 | $509.6K | 0.21% | +2,238 | New |
| Quantum Private Wealth, LLC | 2,240 | $510.0K | 0.19% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,245 | $511.2K | 0.07% | +9+0.4% | Added |
| Horizon Wealth Management, LLC | 2,246 | $511.3K | 0.13% | +57+2.6% | Added |
| First City Capital Management, Inc. | 2,247 | $511.6K | 0.28% | −1,422−38.8% | Reduced |
| Birch Hill Investment Advisors LLC | 2,250 | $512.3K | 0.02% | −109−4.6% | Reduced |
| Herold Advisors, Inc. | 2,252 | $513.0K | 0.12% | 00.0% | Unchanged |
| Addison Capital Co | 2,254 | $513.2K | 0.25% | +35+1.6% | Added |
| Eisler Capital (UK) Ltd. | 2,256 | $513.7K | 0.06% | −17,058−88.3% | Reduced |
| Fiducient Advisors LLC | 2,256 | $513.7K | 0.10% | +2,256 | New |
| All Terrain Financial Advisors, LLC | 2,259 | $514.4K | 0.22% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,261 | $514.8K | 0.29% | −550−19.6% | Reduced |
| Physicians Financial Services, Inc. | 2,270 | $517.0K | 0.18% | +100+4.6% | Added |
| Forte Capital LLC | 2,271 | $517.1K | 0.06% | −34−1.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,272 | $517.3K | 0.01% | +282+14.2% | Added |
| Sunburst Financial Group, LLC | 2,279 | $518.7K | 0.15% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,293 | $522.2K | 0.42% | −192−7.7% | Reduced |
| Rossmore Private Capital | 2,296 | $522.8K | 0.07% | +141+6.5% | Added |
| Hamilton Capital, LLC | 2,298 | $523.2K | 0.04% | −494−17.7% | Reduced |
| One + One Wealth Management, LLC | 2,300 | $523.7K | 0.30% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,312 | $526.4K | 0.11% | +163+7.6% | Added |
| Silver Lake Advisory, LLC | 2,315 | $527.1K | 0.23% | +2,315 | New |
| Allstate Corp | 2,332 | $531.0K | 0.04% | −20−0.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $532.3K | 0.08% | −111−4.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,350 | $535.0K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,351 | $535.3K | 0.08% | −47−2.0% | Reduced |
| Marino, Stram & Associates LLC | 2,354 | $536.1K | 0.13% | +7+0.3% | Added |
| Charles Schwab Trust Co | 2,356 | $536.4K | 0.05% | +101+4.5% | Added |
| 1858 Wealth Management, LLC | 2,877 | $539.0K | 0.51% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,369 | $539.3K | 0.13% | +101+4.5% | Added |
| Everhart Financial Group, Inc. | 2,374 | $540.5K | 0.16% | +472+24.8% | Added |
| Weaver Consulting Group | 2,378 | $541.4K | 0.20% | 00.0% | Unchanged |
| Ballast Advisors LLC | 2,380 | $541.9K | 0.18% | −130−5.2% | Reduced |
| McLean Asset Management Corp | 2,471 | $543.1K | 0.19% | −17−0.7% | Reduced |
| Howland Capital Management LLC | 2,387 | $543.5K | 0.03% | −22−0.9% | Reduced |
| DT Investment Partners, LLC | 2,397 | $545.8K | 0.06% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,398 | $546.0K | 0.20% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,401 | $546.6K | 0.16% | +381+18.9% | Added |
| WMS Partners, LLC | 2,402 | $546.9K | 0.04% | +61+2.6% | Added |
| Confluence Investment Management LLC | 2,405 | $547.6K | 0.01% | +5+0.2% | Added |
| LS Investment Advisors, LLC | 2,406 | $547.8K | 0.09% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,407 | $548.0K | 0.15% | +332+16.0% | Added |
| Wittenberg Investment Management, Inc. | 2,410 | $548.7K | 0.19% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,412 | $549.2K | 0.32% | +12+0.5% | Added |
| Tritonpoint Wealth, LLC | 2,588 | $549.3K | 0.06% | −1,333−34.0% | Reduced |
| Catalina Capital Group, LLC | 2,416 | $550.1K | 0.24% | +1,295+115.5% | Added |
| FDx Advisors, Inc. | 2,427 | $553.0K | 0.08% | −2,876−54.2% | Reduced |
| Sapient Capital LLC | 2,430 | $553.3K | 0.01% | −293−10.8% | Reduced |
| Childress Capital Advisors, LLC | 2,430 | $553.3K | 0.16% | −98−3.9% | Reduced |
| Stonebridge Capital Advisors LLC | 2,432 | $553.7K | 0.05% | −5−0.2% | Reduced |
| Benedetti & Gucer, Inc. | 2,432 | $554.0K | 0.28% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,461 | $560.3K | 0.14% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,466 | $561.6K | 0.10% | +124+5.3% | Added |
| Tobam | 2,482 | $565.0K | 0.05% | −844−25.4% | Reduced |
| Achmea Investment Management B.V. | 2,479 | $565.0K | 0.01% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 2,493 | $567.6K | 0.31% | −13−0.5% | Reduced |
| Regatta Capital Group, LLC | 2,497 | $568.5K | 0.13% | −71−2.8% | Reduced |
| Trillium Asset Management, LLC | 2,501 | $569.0K | 0.01% | −1,863−42.7% | Reduced |
| Icapital Wealth LLC | 2,500 | $569.2K | 0.34% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 2,500 | $569.2K | 0.49% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,503 | $569.9K | 0.04% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 2,506 | $570.6K | 0.25% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,510 | $571.5K | 0.34% | −241−8.8% | Reduced |
| Traphagen Investment Advisors LLC | 2,513 | $572.2K | 0.06% | +2+0.1% | Added |