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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 8,068 | $1.84M | 0.00% | −247,838−96.8% | Reduced |
| Citizens National Bank Trust Department | 8,039 | $1.83M | 0.42% | −355−4.2% | Reduced |
| Acadian Asset Management LLC | 8,041 | $1.83M | 0.01% | −7,750−49.1% | Reduced |
| Bank of New Hampshire | 8,025 | $1.83M | 0.48% | +7,043+717.2% | Added |
| Oldfather Financial Services, LLC | 7,995 | $1.82M | 0.75% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 7,993 | $1.82M | 0.04% | +1,735+27.7% | Added |
| Boltwood Capital Management | 7,960 | $1.81M | 0.56% | −90−1.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,954 | $1.81M | 0.07% | −1,001−11.2% | Reduced |
| Advisory Research Inc | 7,947 | $1.81M | 0.36% | −101−1.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,930 | $1.81M | 0.17% | −354−4.3% | Reduced |
| Delphi Management Inc | 7,871 | $1.79M | 1.39% | −1,041−11.7% | Reduced |
| Intellectus Partners, LLC | 7,846 | $1.79M | 0.47% | −550−6.6% | Reduced |
| Sirios Capital Management L P | 7,836 | $1.78M | 0.34% | +89+1.1% | Added |
| GLOBALT Investments LLC | 7,795 | $1.77M | 0.07% | −282−3.5% | Reduced |
| Independent Financial Group, LLC | 7,762 | $1.77M | 0.08% | +1,433+22.6% | Added |
| Anchor Investment Management, LLC | 7,670 | $1.75M | 0.18% | +25+0.3% | Added |
| Excalibur Management Corp | 7,658 | $1.74M | 0.74% | −38−0.5% | Reduced |
| Spinnaker Trust | 7,654 | $1.74M | 0.11% | +22+0.3% | Added |
| RMR Capital Management, LLC | 7,629 | $1.74M | 1.73% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 7,624 | $1.74M | 0.02% | +7,624 | New |
| Raab & Moskowitz Asset Management LLC | 7,613 | $1.73M | 0.48% | −114−1.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,566 | $1.72M | 0.28% | +1,245+19.7% | Added |
| Palisade Asset Management, LLC | 7,558 | $1.72M | 0.17% | −440−5.5% | Reduced |
| Redwood Investment Management, LLC | 7,523 | $1.71M | 0.16% | −229−3.0% | Reduced |
| Dover Advisors, LLC | 7,437 | $1.69M | 1.16% | +2,942+65.5% | Added |
| Retireful, LLC | 7,415 | $1.69M | 0.70% | −192−2.5% | Reduced |
| Karpas Strategies, LLC | 7,409 | $1.69M | 0.52% | +4+0.1% | Added |
| Stablepoint Partners, LLC | 7,402 | $1.69M | 0.34% | +678+10.1% | Added |
| Holderness Investments Co | 7,392 | $1.68M | 0.41% | −40−0.5% | Reduced |
| Veracity Capital LLC | 7,387 | $1.68M | 0.65% | +131+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 7,342 | $1.67M | 0.80% | −10−0.1% | Reduced |
| Diversify Advisory Services, LLC | 7,327 | $1.67M | 0.10% | +7,327 | New |
| Associated Banc-Corp | 7,316 | $1.67M | 0.05% | −125−1.7% | Reduced |
| Nixon Peabody Trust Co | 7,304 | $1.66M | 0.15% | −21−0.3% | Reduced |
| NBC Securities, Inc. | 7,273 | $1.66M | 0.16% | +146+2.0% | Added |
| Birinyi Associates Inc | 7,250 | $1.65M | 0.54% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 7,237 | $1.65M | 0.13% | −1,021−12.4% | Reduced |
| Zhang Financial LLC | 7,233 | $1.65M | 0.12% | +1,854+34.5% | Added |
| RNC Capital Management LLC | 7,222 | $1.64M | 0.09% | −702−8.9% | Reduced |
| Vident Advisory, LLC | 7,217 | $1.64M | 0.03% | +101+1.4% | Added |
| Center for Financial Planning, Inc. | 7,202 | $1.64M | 0.25% | +360+5.3% | Added |
| Everett Harris & Co | 7,188 | $1.64M | 0.02% | −2,657−27.0% | Reduced |
| Auxier Asset Management | 7,188 | $1.64M | 0.25% | −75−1.0% | Reduced |
| BancorpSouth Bank | 7,145 | $1.63M | 0.12% | −39−0.5% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.63M | 0.59% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,125 | $1.62M | 0.59% | −378−5.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,108 | $1.62M | 0.09% | +546+8.3% | Added |
| WSFS Capital Management, LLC | 4,834 | $1.62M | 0.09% | −2,349−32.7% | Reduced |
| ExodusPoint Capital Management, LP | 7,101 | $1.62M | 0.02% | +7,101 | New |
| McAdam, LLC | 7,080 | $1.61M | 0.10% | +29+0.4% | Added |
| Transatlantique Private Wealth LLC | 7,152 | $1.61M | 0.70% | +10.0% | Added |
| Monte Financial Group, LLC | 7,050 | $1.61M | 0.70% | −25−0.4% | Reduced |
| Bank of Hawaii | 7,007 | $1.60M | 0.08% | +632+9.9% | Added |
| Fort Point Capital Partners LLC | 7,000 | $1.59M | 0.22% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,995 | $1.59M | 0.05% | +949+15.7% | Added |
| Groupama Asset Managment | 3,319 | $1.59M | 0.03% | −14,131−81.0% | Reduced |
| Forum Financial Management, LP | 6,952 | $1.58M | 0.03% | 00.0% | Unchanged |
| Trust Asset Management LLC | 6,944 | $1.58M | 0.14% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,910 | $1.57M | 0.09% | +13+0.2% | Added |
| Balentine LLC | 6,907 | $1.57M | 0.05% | +202+3.0% | Added |
| L2 Asset Management, LLC | 6,904 | $1.57M | 0.52% | +1,402+25.5% | Added |
| AIA Group Ltd | 6,900 | $1.57M | 0.05% | −11,878−63.3% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $1.57M | 0.88% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6,878 | $1.57M | 1.38% | −13−0.2% | Reduced |
| Lake Street Financial LLC | 6,848 | $1.56M | 0.22% | +1,107+19.3% | Added |
| Gratus Capital LLC | 6,817 | $1.55M | 0.07% | +5,237+331.5% | Added |
| Beacon Financial Group | 6,794 | $1.55M | 0.18% | −203−2.9% | Reduced |
| Allworth Financial LP | 6,788 | $1.55M | 0.01% | +563+9.0% | Added |
| Insight Advisors, LLC | 6,784 | $1.54M | 0.30% | −57−0.8% | Reduced |
| Symphony Financial, Ltd. Co. | 6,779 | $1.54M | 0.36% | −240−3.4% | Reduced |
| Global Retirement Partners, LLC | 6,771 | $1.54M | 0.06% | +288+4.4% | Added |
| Essex Investment Management Co LLC | 6,762 | $1.54M | 0.30% | −34−0.5% | Reduced |
| RMR Wealth Builders | 6,729 | $1.53M | 0.19% | +523+8.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,702 | $1.53M | 0.05% | +2,423+56.6% | Added |
| Busey Wealth Management | 6,670 | $1.52M | 0.05% | −77−1.1% | Reduced |
| SOA Wealth Advisors, LLC. | 6,658 | $1.52M | 0.31% | +206+3.2% | Added |
| AXS Investments LLC | 6,635 | $1.51M | 0.36% | −681−9.3% | Reduced |
| Duff & Phelps Investment Management Co | 6,634 | $1.51M | 0.02% | +202+3.1% | Added |
| Grove Bank & Trust | 6,625 | $1.51M | 0.25% | +2,898+77.8% | Added |
| Smithfield Trust Co | 6,603 | $1.51M | 0.08% | −59−0.9% | Reduced |
| Greenwood Gearhart Inc | 6,623 | $1.51M | 0.15% | −370−5.3% | Reduced |
| Davis Investment Partners, LLC | 6,927 | $1.51M | 0.66% | −61−0.9% | Reduced |
| Dynasty Wealth Management, LLC | 6,573 | $1.50M | 0.05% | +6,573 | New |
| Simmons Bank | 6,566 | $1.50M | 0.11% | −1,139−14.8% | Reduced |
| SRN Advisors, LLC | 6,536 | $1.49M | 1.16% | −108−1.6% | Reduced |
| Patten & Patten Inc | 6,533 | $1.49M | 0.11% | −10−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,521 | $1.48M | 0.03% | +364+5.9% | Added |
| Flputnam Investment Management Co | 6,474 | $1.47M | 0.03% | −168−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 6,461 | $1.47M | 0.11% | −116−1.8% | Reduced |
| Diligent Investors, LLC | 6,422 | $1.46M | 0.37% | −254−3.8% | Reduced |
| Washington Trust Advisors, Inc. | 6,418 | $1.46M | 0.13% | −215−3.2% | Reduced |
| Woodstock Corp | 6,402 | $1.46M | 0.15% | −46−0.7% | Reduced |
| S&CO Inc | 6,386 | $1.45M | 0.10% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,364 | $1.45M | 0.03% | +1,034+19.4% | Added |
| Aurora Private Wealth, Inc. | 6,362 | $1.45M | 1.25% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,330 | $1.44M | 0.06% | +48+0.8% | Added |
| Mirabella Financial Services LLP | 6,326 | $1.44M | 0.10% | +60+1.0% | Added |
| Parisi Gray Wealth Management | 6,305 | $1.44M | 0.54% | +4+0.1% | Added |
| We Are One Seven, LLC | 6,298 | $1.43M | 0.07% | −610−8.8% | Reduced |
| Beach Investment Counsel Inc | 7,633 | $1.43M | 0.18% | 00.0% | Unchanged |