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 |
|---|---|---|---|---|---|
| Worth Financial Advisory Group, LLC | 2,515 | $572.6K | 0.40% | +2,515 | New |
| Burt Wealth Advisors | 2,515 | $572.6K | 0.15% | 00.0% | Unchanged |
| Summit Global Investments | 2,516 | $573.0K | 0.04% | −1,674−40.0% | Reduced |
| Acropolis Investment Management, LLC | 2,517 | $573.1K | 0.04% | −327−11.5% | Reduced |
| Larson Financial Group LLC | 2,518 | $573.3K | 0.04% | +99+4.1% | Added |
| Hunter Associates Investment Management LLC | 2,524 | $575.0K | 0.10% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,526 | $575.1K | 0.11% | +333+15.2% | Added |
| Shufro Rose & Co LLC | 2,533 | $576.7K | 0.05% | −500−16.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,537 | $577.6K | 0.23% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,539 | $578.1K | 0.27% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,549 | $580.4K | 0.11% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,550 | $580.6K | 0.11% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,551 | $580.8K | 0.02% | +1,923+306.2% | Added |
| Prelude Capital Management, LLC | 2,558 | $582.4K | 0.04% | +1,192+87.3% | Added |
| Sippican Capital Advisors | 2,559 | $582.7K | 0.45% | −2,100−45.1% | Reduced |
| MWA Asset Management | 2,565 | $584.1K | 0.42% | −277−9.7% | Reduced |
| Essex Savings Bank | 3,121 | $584.7K | 0.17% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,570 | $585.2K | 0.10% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,571 | $585.4K | 0.06% | +613+31.3% | Added |
| Lewis Asset Management, LLC | 2,579 | $587.3K | 0.48% | +144+5.9% | Added |
| Mechanics Bank Trust Department | 2,580 | $587.4K | 0.09% | +7+0.3% | Added |
| Northstar Asset Management LLC | 2,581 | $587.7K | 0.14% | +25+1.0% | Added |
| TCG Advisory Services, LLC | 2,582 | $587.9K | 0.03% | +2,582 | New |
| Founders Financial Alliance, LLC | 2,594 | $590.6K | 0.18% | +150+6.1% | Added |
| Global Trust Asset Management, LLC | 2,599 | $591.8K | 0.24% | −400−13.3% | Reduced |
| LGT Fund Management Co Ltd. | 2,600 | $592.0K | 0.25% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,600 | $592.0K | 0.16% | 00.0% | Unchanged |
| Wexford Capital LP | 2,600 | $592.0K | 0.12% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,604 | $593.0K | 0.06% | +414+18.9% | Added |
| Advisor Resource Council | 3,167 | $593.3K | 0.25% | +3,167 | New |
| Inceptionr LLC | 2,614 | $595.2K | 0.15% | +2,614 | New |
| Outfitter Financial LLC | 2,625 | $597.7K | 0.49% | +2,625 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,650 | $603.5K | 0.10% | +111+4.4% | Added |
| Tiemann Investment Advisors, LLC | 2,651 | $603.6K | 0.27% | −25−0.9% | Reduced |
| Advisor OS, LLC | 2,673 | $608.6K | 0.07% | +193+7.8% | Added |
| Cherry Tree Wealth Management, LLC | 2,675 | $609.0K | 0.15% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,690 | $612.5K | 0.06% | +53+2.0% | Added |
| PFC Capital Group, Inc. | 2,700 | $614.0K | 0.33% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,698 | $614.3K | 0.17% | +42+1.6% | Added |
| Stratos Wealth Advisors, LLC | 2,698 | $614.5K | 0.04% | +491+22.2% | Added |
| Athena Investment Management | 2,700 | $614.8K | 0.37% | −73−2.6% | Reduced |
| Farther Finance Advisors, LLC | 2,707 | $616.1K | 0.04% | +393+17.0% | Added |
| MCF Advisors LLC | 2,707 | $616.4K | 0.05% | −1,211−30.9% | Reduced |
| Charter Trust Co | 2,709 | $616.8K | 0.04% | +612+29.2% | Added |
| Triangle Securities Wealth Management | 2,710 | $617.0K | 0.18% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,723 | $620.0K | 0.42% | 00.0% | Unchanged |
| TNF LLC | 2,595 | $620.6K | 0.25% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 2,727 | $620.9K | 0.44% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,749 | $625.9K | 0.18% | −132−4.6% | Reduced |
| Marietta Investment Partners LLC | 2,750 | $626.1K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,751 | $626.4K | 0.08% | +77+2.9% | Added |
| Partnership Wealth Management, LLC | 2,753 | $626.8K | 0.44% | +4+0.1% | Added |
| Hanson & Doremus Investment Management | 2,765 | $630.0K | 0.11% | −59−2.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,768 | $630.2K | 0.00% | −3,080−52.7% | Reduced |
| Strategic Blueprint, LLC | 2,770 | $630.7K | 0.04% | −165−5.6% | Reduced |
| Avestar Capital, LLC | 2,782 | $633.4K | 0.07% | +760+37.6% | Added |
| Fortune Financial Advisors, LLC | 2,782 | $633.5K | 0.40% | −60−2.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $633.7K | 0.07% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $637.5K | 0.01% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $637.5K | 0.49% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $638.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,819 | $641.8K | 0.16% | −107−3.7% | Reduced |
| CoreFirst Bank & Trust | 2,823 | $642.8K | 0.40% | −25−0.9% | Reduced |
| Burford Brothers, Inc. | 2,840 | $646.7K | 0.42% | +243+9.4% | Added |
| Nilsine Partners, LLC | 2,843 | $647.3K | 0.09% | −86−2.9% | Reduced |
| Marcum Wealth, LLC | 2,848 | $648.5K | 0.07% | +182+6.8% | Added |
| Bristol John W & Co Inc | 2,851 | $649.1K | 0.01% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,867 | $652.8K | 0.12% | +2,867 | New |
| Bank Hapoalim BM | 2,870 | $653.0K | 0.08% | −20−0.7% | Reduced |
| Centennial Bank | 2,870 | $653.5K | 0.33% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,007 | $654.5K | 0.24% | −103−3.3% | Reduced |
| Knightsbridge Asset Management, LLC | 3,499 | $655.4K | 0.19% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 2,879 | $655.5K | 0.19% | −686−19.2% | Reduced |
| LongView Wealth Management | 2,879 | $655.6K | 0.26% | −334−10.4% | Reduced |
| InterOcean Capital Group, LLC | 2,880 | $655.7K | 0.02% | −369−11.4% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,884 | $656.7K | 0.31% | +2,884 | New |
| Skopos Labs, Inc. | 2,886 | $656.9K | 0.28% | −10−0.3% | Reduced |
| Summit Financial Group Inc | 2,885 | $656.9K | 0.23% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,723 | $657.2K | 0.18% | +15+0.6% | Added |
| Smartleaf Asset Management LLC | 2,888 | $657.7K | 0.13% | +727+33.6% | Added |
| VeraBank, N.A. | 2,898 | $659.8K | 0.21% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,900 | $660.3K | 0.37% | −100−3.3% | Reduced |
| Twin Lakes Capital Management, LLC | 2,907 | $661.8K | 0.45% | +4+0.1% | Added |
| Cambridge Advisors Inc. | 2,910 | $662.6K | 0.16% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,912 | $663.0K | 0.03% | +698+31.5% | Added |
| PDS Planning, Inc | 2,915 | $663.7K | 0.07% | +168+6.1% | Added |
| Texas Yale Capital Corp. | 2,916 | $663.9K | 0.03% | +60+2.1% | Added |
| Union Savings Bank | 2,918 | $664.4K | 0.35% | −903−23.6% | Reduced |
| Arrow Financial Corp | 2,933 | $667.8K | 0.07% | −35−1.2% | Reduced |
| Tradition Wealth Management, LLC | 2,948 | $671.1K | 0.07% | +10.0% | Added |
| Embree Financial Group | 2,949 | $671.5K | 0.13% | +5+0.2% | Added |
| Graypoint LLC | 2,957 | $673.4K | 0.05% | +244+9.0% | Added |
| Great Valley Advisor Group, Inc. | 2,964 | $674.4K | 0.02% | −319−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,891 | $676.6K | 0.05% | −21−0.7% | Reduced |
| Ellis Investment Partners, LLC | 2,972 | $676.6K | 0.15% | −999−25.2% | Reduced |
| Quent Capital, LLC | 2,982 | $679.2K | 0.08% | +340+12.9% | Added |
| Scissortail Wealth Management, LLC | 3,000 | $683.1K | 0.18% | −1,539−33.9% | Reduced |
| Acima Private Wealth, LLC | 3,000 | $683.1K | 0.25% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 3,000 | $683.1K | 0.69% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $683.1K | 0.31% | 00.0% | Unchanged |