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
- 2,315
- +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
- 764 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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 4,833 | $1.10M | 0.54% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,813 | $1.10M | 0.52% | +246+5.4% | Added |
| Leisure Capital Management | 4,799 | $1.09M | 0.55% | +94+2.0% | Added |
| Boyar Asset Management Inc. | 4,785 | $1.09M | 0.71% | +503+11.7% | Added |
| Jamison Private Wealth Management, Inc. | 4,780 | $1.09M | 0.18% | +8+0.2% | Added |
| Beaumont Asset Management, L.L.C. | 4,760 | $1.08M | 0.72% | +472+11.0% | Added |
| Focus Financial Network, Inc. | 4,983 | $1.08M | 0.05% | +4,983 | New |
| Byrne Asset Management LLC | 4,753 | $1.08M | 0.75% | +84+1.8% | Added |
| IHT Wealth Management, LLC | 4,750 | $1.08M | 0.04% | −643−11.9% | Reduced |
| Verus Capital Partners, LLC | 4,729 | $1.08M | 0.12% | −496−9.5% | Reduced |
| Legacy Advisors, LLC | 4,729 | $1.08M | 0.14% | +94+2.0% | Added |
| CX Institutional | 4,724 | $1.08M | 0.05% | +885+23.1% | Added |
| Papp L Roy & Associates | 4,721 | $1.07M | 0.13% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 5,727 | $1.07M | 0.66% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 4,702 | $1.07M | 1.03% | +13+0.3% | Added |
| GeoWealth Management, LLC | 4,674 | $1.06M | 0.04% | +3,432+276.3% | Added |
| Washington Trust Co | 4,656 | $1.06M | 0.04% | −238−4.9% | Reduced |
| Prostatis Group LLC | 4,680 | $1.06M | 0.40% | +1,361+41.0% | Added |
| Ignite Planners, LLC | 4,639 | $1.06M | 0.30% | +62+1.4% | Added |
| TCI Wealth Advisors, Inc. | 4,637 | $1.06M | 0.10% | −49−1.0% | Reduced |
| Bank Ozk | 4,632 | $1.05M | 0.47% | +2,022+77.5% | Added |
| Harbour Investments, Inc. | 4,630 | $1.05M | 0.04% | +220+5.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $1.05M | 0.72% | −1,170−20.3% | Reduced |
| Paragon Private Wealth Management, LLC | 4,599 | $1.05M | 0.62% | +141+3.2% | Added |
| Chicago Partners Investment Group LLC | 4,379 | $1.05M | 0.04% | +158+3.7% | Added |
| Sentry LLC | 4,591 | $1.05M | 0.20% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 4,590 | $1.04M | 0.01% | +1,159+33.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,587 | $1.04M | 0.15% | −6−0.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,573 | $1.04M | 0.67% | −418−8.4% | Reduced |
| Tufton Capital Management | 4,560 | $1.04M | 0.20% | −100−2.1% | Reduced |
| Delta Financial Group, Inc. | 4,558 | $1.04M | 0.31% | −91−2.0% | Reduced |
| Strategic Advisors LLC | 4,559 | $1.04M | 0.20% | −685−13.1% | Reduced |
| Journey Strategic Wealth LLC | 4,559 | $1.04M | 0.05% | +486+11.9% | Added |
| Premier Path Wealth Partners, LLC | 4,551 | $1.04M | 0.20% | −303−6.2% | Reduced |
| Wealthcare Advisory Partners LLC | 4,550 | $1.04M | 0.03% | +266+6.2% | Added |
| Allegheny Financial Group LTD | 4,548 | $1.04M | 0.32% | −32−0.7% | Reduced |
| Twelve Points Wealth Management LLC | 4,538 | $1.03M | 0.38% | −30−0.7% | Reduced |
| Commerzbank Aktiengesellschaft | 4,523 | $1.03M | 0.03% | −8,837−66.1% | Reduced |
| Becker Capital Management Inc | 4,491 | $1.02M | 0.04% | +4,491 | New |
| First Affirmative Financial Network | 4,488 | $1.02M | 0.75% | −16−0.4% | Reduced |
| Mather Group, LLC. | 5,450 | $1.02M | 0.02% | −460−7.8% | Reduced |
| Ervin Investment Management, LLC | 4,481 | $1.02M | 0.71% | 00.0% | Unchanged |
| RFP Financial Group LLC | 4,476 | $1.02M | 0.40% | +21+0.5% | Added |
| Orrstown Financial Services Inc | 4,473 | $1.02M | 0.57% | −21−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,473 | $1.02M | 0.00% | +4,473 | New |
| Advisors Capital Management, LLC | 4,464 | $1.02M | 0.02% | +260+6.2% | Added |
| Bedel Financial Consulting, Inc. | 4,465 | $1.02M | 0.16% | −37−0.8% | Reduced |
| WealthTrust Axiom LLC | 4,457 | $1.01M | 0.33% | −578−11.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,444 | $1.01M | 0.08% | +1,265+39.8% | Added |
| PFG Advisors | 4,434 | $1.01M | 0.07% | +473+11.9% | Added |
| IFG Advisors, LLC | 4,432 | $1.01M | 0.26% | +5+0.1% | Added |
| Resources Management Corp | 4,430 | $1.01M | 0.15% | −5−0.1% | Reduced |
| Sage Rhino Capital LLC | 4,431 | $1.01M | 0.24% | +211+5.0% | Added |
| Leavell Investment Management, Inc. | 4,425 | $1.01M | 0.06% | −122−2.7% | Reduced |
| Atlas Brown,Inc. | 4,405 | $1.00M | 0.37% | +40+0.9% | Added |
| Baker Tilly Wealth Management, LLC | 4,402 | $1.00M | 0.18% | −345−7.3% | Reduced |
| Conning Inc. | 4,400 | $1.00M | 0.03% | −120−2.7% | Reduced |
| Avantax Planning Partners, Inc. | 4,388 | $999.1K | 0.03% | +508+13.1% | Added |
| Schulhoff & Co Inc | 4,370 | $995.0K | 0.44% | 00.0% | Unchanged |
| Guardian Investment Management | 4,367 | $994.3K | 0.82% | −250−5.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,360 | $992.7K | 0.16% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,354 | $991.4K | 0.54% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 4,353 | $991.1K | 0.14% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 4,318 | $983.3K | 0.52% | −102−2.3% | Reduced |
| Spire Wealth Management | 4,315 | $982.5K | 0.03% | +42+1.0% | Added |
| Capital Management Associates | 4,308 | $980.9K | 1.17% | −862−16.7% | Reduced |
| Red Door Wealth Management, LLC | 4,299 | $978.8K | 0.19% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,292 | $977.2K | 0.22% | +205+5.0% | Added |
| Midland Wealth Advisors LLC | 4,282 | $975.0K | 0.06% | −20.0% | Reduced |
| Symmetry Partners, LLC | 4,258 | $970.0K | 0.08% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4,254 | $968.6K | 0.26% | +473+12.5% | Added |
| Benin Management CORP | 4,254 | $968.6K | 0.31% | +130+3.2% | Added |
| Ronald Blue Trust, Inc. | 4,244 | $966.3K | 0.01% | +856+25.3% | Added |
| Clarius Group, LLC | 4,240 | $965.4K | 0.07% | −633−13.0% | Reduced |
| Baker Avenue Asset Management, LP | 4,240 | $965.4K | 0.04% | −572−11.9% | Reduced |
| Boston Financial Mangement LLC | 4,233 | $963.8K | 0.03% | +280+7.1% | Added |
| Vista Wealth Management Group, LLC | 4,225 | $962.0K | 0.07% | +6+0.1% | Added |
| Wellington Shields & Co., LLC | 4,220 | $960.9K | 0.32% | −100−2.3% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $957.4K | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 4,202 | $956.8K | 0.19% | −198−4.5% | Reduced |
| Prairie Sky Financial Group LLC | 4,181 | $952.0K | 0.57% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,169 | $949.3K | 0.09% | +249+6.4% | Added |
| Alhambra Investment Partners LLC | 4,165 | $948.3K | 0.52% | −90−2.1% | Reduced |
| GAMMA Investing LLC | 4,162 | $947.6K | 0.19% | +408+10.9% | Added |
| Koshinski Asset Management, Inc. | 4,131 | $940.6K | 0.10% | +107+2.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,122 | $938.6K | 0.28% | −96−2.3% | Reduced |
| Baldwin Investment Management, LLC | 4,110 | $935.8K | 0.13% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,081 | $929.2K | 0.49% | +40+1.0% | Added |
| Ellevest, Inc. | 4,076 | $928.1K | 0.06% | +227+5.9% | Added |
| WBH Advisory Inc | 4,061 | $924.8K | 0.10% | +14+0.3% | Added |
| RMB Capital Management, LLC | 4,061 | $924.6K | 0.02% | +379+10.3% | Added |
| Fidelis Capital Partners, LLC | 4,060 | $924.4K | 0.14% | +1,169+40.4% | Added |
| Mango Five Family, Inc. | 4,054 | $923.1K | 0.31% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,041 | $920.1K | 0.14% | −80−1.9% | Reduced |
| Morse Asset Management, Inc | 4,040 | $920.0K | 0.23% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,036 | $918.9K | 0.22% | +320+8.6% | Added |
| American National Bank | 4,026 | $916.7K | 0.12% | +380+10.4% | Added |
| Centerpoint Advisors, LLC | 3,987 | $908.0K | 0.34% | +75+1.9% | Added |
| Evanson Asset Management, LLC | 3,986 | $907.6K | 0.07% | −209−5.0% | Reduced |
| Salem Investment Counselors Inc | 3,979 | $906.0K | 0.03% | +25+0.6% | Added |