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 |
|---|---|---|---|---|---|
| Union Heritage Capital, LLC | 9,968 | $2.27M | 0.90% | +1,968+24.6% | Added |
| NTV Asset Management LLC | 9,940 | $2.26M | 0.34% | 00.0% | Unchanged |
| Rockland Trust Co | 9,928 | $2.26M | 0.12% | −318−3.1% | Reduced |
| Strategic Planning Group, LLC | 9,926 | $2.26M | 0.57% | +995+11.1% | Added |
| FOCUS Wealth Advisors, LLC | 9,877 | $2.25M | 1.20% | +305+3.2% | Added |
| Doheny Asset Management | 9,873 | $2.25M | 1.85% | −162−1.6% | Reduced |
| KWB Wealth | 9,838 | $2.24M | 0.30% | −1,054−9.7% | Reduced |
| Financial Security Advisor, Inc. | 9,836 | $2.24M | 0.78% | −90−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 9,826 | $2.24M | 0.11% | +20+0.2% | Added |
| Mengis Capital Management, Inc. | 9,806 | $2.23M | 0.34% | +9,806 | New |
| GFG Capital, LLC | 9,804 | $2.23M | 0.58% | −2,655−21.3% | Reduced |
| Eqis Capital Management, Inc. | 9,795 | $2.23M | 0.18% | −417−4.1% | Reduced |
| Stock Yards Bank & Trust Co | 9,763 | $2.22M | 0.07% | −420−4.1% | Reduced |
| Americana Partners, LLC | 9,759 | $2.22M | 0.19% | −655−6.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,711 | $2.21M | 0.25% | +276+2.9% | Added |
| Joel Isaacson & Co., LLC | 9,691 | $2.21M | 0.12% | +40.0% | Added |
| Inlet Private Wealth, LLC | 9,655 | $2.20M | 0.61% | 00.0% | Unchanged |
| Knuff & Co LLC | 9,650 | $2.20M | 0.74% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 9,609 | $2.19M | 0.23% | −250−2.5% | Reduced |
| Wintrust Investments LLC | 9,605 | $2.19M | 0.19% | −343−3.4% | Reduced |
| Great Lakes Retirement, Inc. | 9,455 | $2.15M | 0.32% | +109+1.2% | Added |
| Constitution Capital LLC | 9,450 | $2.15M | 1.22% | −100−1.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,436 | $2.15M | 0.50% | −679−6.7% | Reduced |
| Trajan Wealth LLC | 9,435 | $2.15M | 0.15% | +9,435 | New |
| Institute for Wealth Management, LLC. | 9,429 | $2.15M | 0.28% | −46−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 9,417 | $2.14M | 0.22% | +480+5.4% | Added |
| Bridgeway Capital Management, LLC | 9,400 | $2.14M | 0.04% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 9,398 | $2.14M | 1.21% | +10.0% | Added |
| Trustco Bank Corp N Y | 9,394 | $2.14M | 2.22% | −322−3.3% | Reduced |
| Qtron Investments LLC | 9,388 | $2.14M | 0.30% | −557−5.6% | Reduced |
| Pinnacle Holdings, LLC | 9,351 | $2.13M | 0.86% | −785−7.7% | Reduced |
| Beacon Investment Advisors LLC | 9,328 | $2.12M | 1.21% | 00.0% | Unchanged |
| First National Trust Co | 9,319 | $2.12M | 0.09% | −1,739−15.7% | Reduced |
| Applied Capital LLC | 9,249 | $2.11M | 1.71% | +177+2.0% | Added |
| Northern Financial Advisors Inc | 9,225 | $2.10M | 1.64% | +87+1.0% | Added |
| TAGStone Capital, Inc. | 9,217 | $2.10M | 1.23% | +37+0.4% | Added |
| Moors & Cabot, Inc. | 9,190 | $2.09M | 0.11% | +874+10.5% | Added |
| Berkshire Bank | 9,190 | $2.09M | 0.52% | −346−3.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 9,163 | $2.09M | 0.14% | −2,469−21.2% | Reduced |
| Provenance Wealth Advisors, LLC | 9,132 | $2.08M | 0.29% | +11+0.1% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 9,129 | $2.08M | 2.20% | +9,129 | New |
| Signature Wealth Management Group | 8,987 | $2.08M | 0.94% | +88+1.0% | Added |
| American Trust | 9,119 | $2.08M | 0.19% | +183+2.0% | Added |
| Duality Advisers, LP | 9,119 | $2.08M | 0.20% | +1,531+20.2% | Added |
| RFG Advisory, LLC | 9,115 | $2.08M | 0.07% | +99+1.1% | Added |
| Catalyst Funds Management Pty Ltd | 9,100 | $2.07M | 0.58% | +9,100 | New |
| Woodmont Investment Counsel LLC | 9,067 | $2.06M | 0.17% | −237−2.5% | Reduced |
| MainStreet Investment Advisors LLC | 9,036 | $2.06M | 0.25% | +1,468+19.4% | Added |
| Hyman Charles D | 8,998 | $2.05M | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,997 | $2.05M | 0.07% | +433+5.1% | Added |
| Evergreen Capital Management LLC | 8,997 | $2.05M | 0.08% | +265+3.0% | Added |
| Wedmont Private Capital | 9,310 | $2.05M | 0.15% | +203+2.2% | Added |
| Argent Advisors, Inc. | 8,971 | $2.04M | 0.81% | −12−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 8,963 | $2.04M | 0.08% | −5,078−36.2% | Reduced |
| Csenge Advisory Group | 8,941 | $2.04M | 0.11% | +132+1.5% | Added |
| Lake Street Advisors Group, LLC | 8,881 | $2.02M | 0.09% | −100−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 8,849 | $2.01M | 0.46% | +10+0.1% | Added |
| Fiduciary Family Office, LLC | 8,846 | $2.01M | 0.79% | +1,133+14.7% | Added |
| Midwest Professional Planners, LTD. | 8,835 | $2.01M | 0.71% | +6,386+260.8% | Added |
| Axxcess Wealth Management, LLC | 8,812 | $2.01M | 0.06% | +4,306+95.6% | Added |
| PKO Investment Management Joint-Stock Co | 8,753 | $2.00M | 0.24% | +8,753 | New |
| Beaumont Financial Advisors, LLC | 8,786 | $2.00M | 0.16% | 00.0% | Unchanged |
| Invst, LLC | 8,708 | $1.98M | 0.23% | +186+2.2% | Added |
| First Horizon Advisors, Inc. | 8,703 | $1.98M | 0.06% | +168+2.0% | Added |
| Moneta Group Investment Advisors LLC | 8,677 | $1.98M | 0.03% | +1,155+15.4% | Added |
| Berkshire Asset Management LLC | 8,674 | $1.98M | 0.10% | +20.0% | Added |
| SageView Advisory Group, LLC | 8,663 | $1.97M | 0.11% | −2,261−20.7% | Reduced |
| Pitcairn Co | 8,620 | $1.96M | 0.13% | +229+2.7% | Added |
| Howard Capital Management Group, LLC | 8,615 | $1.96M | 0.15% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 8,598 | $1.96M | 0.10% | −2,933−25.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,582 | $1.95M | 0.64% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 8,565 | $1.95M | 0.31% | +637+8.0% | Added |
| Wolf Group Capital Advisors | 11,159 | $1.94M | 0.92% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 8,528 | $1.94M | 0.91% | −1,072−11.2% | Reduced |
| Taylor Frigon Capital Management LLC | 8,527 | $1.94M | 0.92% | +14+0.2% | Added |
| Ingalls & Snyder LLC | 8,520 | $1.94M | 0.09% | −60−0.7% | Reduced |
| Pinnacle Wealth Management, LLC | 8,481 | $1.93M | 2.01% | +8,481 | New |
| Blue Zone Wealth Advisors, LLC | 8,447 | $1.92M | 0.66% | −594−6.6% | Reduced |
| Rothschild Investment LLC | 8,427 | $1.92M | 0.14% | +4,725+127.6% | Added |
| Icon Wealth Advisors, LLC | 8,423 | $1.92M | 0.18% | +5,748+214.9% | Added |
| Hartford Funds Management Co LLC | 8,418 | $1.92M | 0.18% | +978+13.1% | Added |
| Ritholtz Wealth Management | 8,413 | $1.92M | 0.07% | +1,402+20.0% | Added |
| Alpha DNA Investment Management LLC | 8,386 | $1.91M | 1.05% | +8,386 | New |
| Gateway Investment Advisers LLC | 8,386 | $1.91M | 0.02% | −368−4.2% | Reduced |
| Hamilton Capital Partners Inc. | 8,383 | $1.91M | 0.23% | +8,383 | New |
| Principle Wealth Partners LLC | 8,381 | $1.91M | 0.15% | +107+1.3% | Added |
| Signet Investment Advisory Group, Inc. | 8,361 | $1.90M | 1.04% | −779−8.5% | Reduced |
| Massmutual Trust Co FSB | 8,341 | $1.90M | 0.06% | +455+5.8% | Added |
| FineMark National Bank & Trust | 8,324 | $1.90M | 0.07% | +444+5.6% | Added |
| Amarillo National Bank | 8,313 | $1.89M | 0.35% | 00.0% | Unchanged |
| Sciencast Management LP | 8,263 | $1.88M | 1.15% | +8,263 | New |
| Evoke Wealth, LLC | 8,247 | $1.88M | 0.06% | +8,247 | New |
| Lazard Freres Gestion S.A.S. | 8,235 | $1.88M | 0.05% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 8,221 | $1.87M | 0.12% | −140−1.7% | Reduced |
| Moloney Securities Asset Management, LLC | 8,153 | $1.86M | 0.28% | −350−4.1% | Reduced |
| Triad Investment Management | 8,138 | $1.85M | 2.25% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 8,106 | $1.85M | 0.01% | −8,805−52.1% | Reduced |
| Vise Technologies, Inc. | 8,095 | $1.84M | 0.36% | −2,742−25.3% | Reduced |
| Bryn Mawr Trust Co | 8,091 | $1.84M | 0.07% | +8,091 | New |
| EFG Asset Management (North America) Corp. | 8,080 | $1.84M | 0.32% | −43−0.5% | Reduced |