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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Weik Capital Management | 6,228 | $1.42M | 0.60% | 00.0% | Unchanged |
| Trust Point Inc. | 6,204 | $1.41M | 0.11% | +324+5.5% | Added |
| HTLF Bank | 6,202 | $1.41M | 0.16% | +47+0.8% | Added |
| Community Bank, N.A. | 6,197 | $1.41M | 0.19% | −316−4.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,186 | $1.41M | 0.05% | −231−3.6% | Reduced |
| Cigna Investments Inc | 6,159 | $1.40M | 0.27% | −94−1.5% | Reduced |
| Abundance Wealth Counselors | 6,145 | $1.40M | 0.32% | +15+0.2% | Added |
| PFG Investments, LLC | 6,129 | $1.40M | 0.08% | +4,315+237.9% | Added |
| Hilltop National Bank | 6,123 | $1.39M | 0.47% | +6,123 | New |
| Weil Company, Inc. | 6,035 | $1.37M | 0.55% | +35+0.6% | Added |
| Private Trust Co NA | 6,018 | $1.37M | 0.15% | +1,273+26.8% | Added |
| Ferguson Wellman Capital Management, Inc | 6,015 | $1.37M | 0.03% | +195+3.4% | Added |
| Venturi Wealth Management, LLC | 6,014 | $1.37M | 0.09% | +3,785+169.8% | Added |
| Quinn Opportunity Partners LLC | 6,000 | $1.37M | 0.15% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 5,855 | $1.36M | 1.19% | −5−0.1% | Reduced |
| Fielder Capital Group LLC | 5,953 | $1.36M | 0.61% | +272+4.8% | Added |
| Ransom Advisory, Ltd | 5,946 | $1.35M | 0.72% | +5,946 | New |
| Twin Capital Management Inc | 5,945 | $1.35M | 0.17% | +105+1.8% | Added |
| Cambridge Financial Group, LLC | 5,942 | $1.35M | 0.64% | −223−3.6% | Reduced |
| YHB Investment Advisors, Inc. | 5,941 | $1.35M | 0.12% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 5,911 | $1.35M | 1.52% | −6,435−52.1% | Reduced |
| Westpac Banking Corp | 5,897 | $1.34M | 0.10% | −460−7.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,761 | $1.34M | 0.01% | +14+0.2% | Added |
| Ascent Group, LLC | 5,895 | $1.34M | 0.12% | +90+1.6% | Added |
| Centiva Capital, LP | 5,877 | $1.34M | 0.08% | +5,289+899.5% | Added |
| XTX Topco Ltd | 5,853 | $1.33M | 0.18% | +4,016+218.6% | Added |
| Sentry Investment Management LLC | 5,824 | $1.33M | 0.51% | 00.0% | Unchanged |
| Strategic Investment Advisors | 5,806 | $1.32M | 0.17% | −375−6.1% | Reduced |
| Highline Wealth Partners LLC | 5,805 | $1.32M | 0.54% | +28+0.5% | Added |
| TrinityPoint Wealth, LLC | 5,803 | $1.32M | 0.22% | +36+0.6% | Added |
| Wealthspire Advisors, LLC | 5,795 | $1.32M | 0.02% | −557−8.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,784 | $1.32M | 0.10% | −223−3.7% | Reduced |
| Stokes Family Office, LLC | 5,767 | $1.31M | 0.16% | −510−8.1% | Reduced |
| Ledyard National Bank | 5,766 | $1.31M | 0.13% | −179−3.0% | Reduced |
| Hohimer Wealth Management, LLC | 5,689 | $1.30M | 0.30% | +421+8.0% | Added |
| Derbend Asset Management | 5,685 | $1.29M | 0.64% | −483−7.8% | Reduced |
| Daymark Wealth Partners, LLC | 100,267 | $1.29M | 0.07% | −66−0.1% | Reduced |
| Profit Investment Management, LLC | 5,677 | $1.29M | 0.73% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5,668 | $1.29M | 0.09% | +899+18.9% | Added |
| Laurel Wealth Advisors LLC | 5,660 | $1.29M | 0.22% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 5,657 | $1.29M | 0.38% | +71+1.3% | Added |
| Buckingham Strategic Partners | 5,657 | $1.29M | 0.04% | +3,546+168.0% | Added |
| First Citizens Bank & Trust Co | 5,633 | $1.28M | 0.02% | +3,008+114.6% | Added |
| Mraz, Amerine & Associates, Inc. | 5,629 | $1.28M | 0.24% | −510−8.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,610 | $1.28M | 0.33% | +5,610 | New |
| Crewe Advisors LLC | 5,595 | $1.27M | 0.15% | +5,595 | New |
| Sargent Investment Group, LLC | 5,589 | $1.27M | 0.28% | +393+7.6% | Added |
| Northcape Wealth Management, LLC | 5,580 | $1.27M | 0.46% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 5,577 | $1.27M | 0.26% | +430+8.4% | Added |
| Prospera Financial Services Inc | 5,541 | $1.26M | 0.04% | +942+20.5% | Added |
| Syon Capital LLC | 5,545 | $1.26M | 0.12% | +30+0.5% | Added |
| J. W. Coons Advisors, LLC | 5,542 | $1.26M | 0.29% | +1,400+33.8% | Added |
| Robertson Stephens Wealth Management, LLC | 5,524 | $1.26M | 0.07% | +999+22.1% | Added |
| MeadowBrook Investment Advisors LLC | 5,518 | $1.26M | 1.17% | −345−5.9% | Reduced |
| Strategic Advocates LLC | 5,500 | $1.25M | 0.48% | −1,389−20.2% | Reduced |
| Icon Advisers Inc | 5,500 | $1.25M | 0.27% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 5,495 | $1.25M | 0.62% | +50+0.9% | Added |
| Edge Capital Group, LLC | 5,482 | $1.25M | 0.06% | −30−0.5% | Reduced |
| Lavaca Capital LLC | 5,471 | $1.25M | 0.76% | +144+2.7% | Added |
| Gen-Wealth Partners Inc | 5,464 | $1.24M | 0.62% | +5,464 | New |
| Lawson Kroeker Investment Management Inc | 5,407 | $1.23M | 0.23% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,364 | $1.22M | 0.99% | −726−11.9% | Reduced |
| Carr Financial Group Corp | 5,360 | $1.22M | 0.41% | +120+2.3% | Added |
| Mittelman Wealth Management | 5,354 | $1.22M | 0.83% | +5,354 | New |
| Pecaut & Co. | 5,340 | $1.22M | 0.45% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 5,334 | $1.21M | 0.14% | +1,003+23.2% | Added |
| Barden Capital Management, Inc. | 5,312 | $1.21M | 1.17% | −18,048−77.3% | Reduced |
| Financial Counselors Inc | 5,297 | $1.21M | 0.02% | +820+18.3% | Added |
| Vectors Research Management, LLC | 5,289 | $1.20M | 0.34% | +80+1.5% | Added |
| Wealth Alliance | 5,270 | $1.20M | 0.16% | −99−1.8% | Reduced |
| Waldron Private Wealth LLC | 5,266 | $1.20M | 0.05% | +718+15.8% | Added |
| Procyon Private Wealth Partners, LLC | 5,258 | $1.20M | 0.09% | +19+0.4% | Added |
| Harbor Investment Advisory, LLC | 5,249 | $1.20M | 0.12% | +965+22.5% | Added |
| Flagship Harbor Advisors, LLC | 5,248 | $1.20M | 0.08% | +61+1.2% | Added |
| United Asset Strategies, Inc. | 5,234 | $1.19M | 0.12% | −4,209−44.6% | Reduced |
| Ramirez Asset Management, Inc. | 5,229 | $1.19M | 0.24% | −375−6.7% | Reduced |
| Factorial Partners, LLC | 5,200 | $1.18M | 0.67% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,196 | $1.18M | 0.15% | +5,196 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 5,166 | $1.18M | 0.22% | −1,260−19.6% | Reduced |
| Cypress Wealth Services, LLC | 5,161 | $1.18M | 0.27% | +923+21.8% | Added |
| S.A. Mason LLC | 5,158 | $1.17M | 0.71% | +12+0.2% | Added |
| Sterling Wealth Management, Inc. | 5,128 | $1.17M | 0.58% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,115 | $1.16M | 0.12% | −143−2.7% | Reduced |
| Old National Bancorp | 5,114 | $1.16M | 0.03% | −527−9.3% | Reduced |
| Grey Street Capital, LLC | 5,112 | $1.16M | 0.16% | +5,112 | New |
| Fifth Third Wealth Advisors LLC | 5,092 | $1.16M | 0.18% | +638+14.3% | Added |
| Cornerstone Planning Group LLC | 5,001 | $1.15M | 0.36% | −210−4.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,051 | $1.15M | 0.05% | −220−4.2% | Reduced |
| Capstone Investment Advisors, LLC | 5,046 | $1.15M | 0.02% | +2,617+107.7% | Added |
| Garde Capital, Inc. | 5,013 | $1.14M | 0.08% | −49−1.0% | Reduced |
| Brighton Jones LLC | 5,004 | $1.14M | 0.04% | +258+5.4% | Added |
| Spirit of America Management Corp | 5,000 | $1.14M | 0.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,988 | $1.14M | 0.00% | +1,348+37.0% | Added |
| Confluence Wealth Services, Inc. | 4,971 | $1.13M | 0.10% | −74−1.5% | Reduced |
| Revisor Wealth Management LLC | 5,450 | $1.13M | 0.51% | +5,450 | New |
| Burke & Herbert Bank & Trust Co | 4,934 | $1.12M | 0.85% | −264−5.1% | Reduced |
| VisionPoint Advisory Group, LLC | 4,925 | $1.12M | 0.40% | −4,713−48.9% | Reduced |
| RB Capital Management, LLC | 4,917 | $1.12M | 0.30% | +363+8.0% | Added |
| LM Advisors LLC | 4,879 | $1.11M | 0.18% | −954−16.4% | Reduced |
| RSM US Wealth Management LLC | 4,843 | $1.10M | 0.03% | −797−14.1% | Reduced |