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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 3,953 | $900.2K | 0.10% | +658+20.0% | Added |
| ASB Consultores, LLC | 3,950 | $899.4K | 0.23% | +2,410+156.5% | Added |
| Alexander Randolph Advisory, Inc. | 3,940 | $897.1K | 0.79% | −201−4.9% | Reduced |
| West Coast Financial LLC | 3,925 | $893.7K | 0.11% | +50+1.3% | Added |
| First Western Trust Bank | 3,921 | $892.8K | 0.04% | −85−2.1% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $891.0K | 0.15% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 3,900 | $888.0K | 0.28% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,893 | $886.4K | 0.08% | +292+8.1% | Added |
| Sanders Morris Harris LLC | 3,892 | $886.2K | 0.17% | 00.0% | Unchanged |
| Next Level Private LLC | 3,889 | $885.5K | 0.41% | +1,735+80.5% | Added |
| Kingswood Wealth Advisors, LLC | 3,873 | $881.9K | 0.10% | +2,020+109.0% | Added |
| Oakworth Capital, Inc. | 3,872 | $881.6K | 0.07% | −25−0.6% | Reduced |
| Capital Analysts, LLC | 3,862 | $879.0K | 0.04% | +6+0.2% | Added |
| CWA Asset Management Group, LLC | 3,839 | $874.1K | 0.05% | +435+12.8% | Added |
| Accredited Investors Inc. | 3,828 | $871.7K | 0.06% | +85+2.3% | Added |
| MTM Investment Management, LLC | 3,828 | $871.6K | 0.36% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,817 | $869.0K | 0.15% | +473+14.1% | Added |
| Orleans Capital Management Corp | 3,815 | $868.6K | 0.57% | +435+12.9% | Added |
| River & Mercantile Asset Management LLP | 3,803 | $865.9K | 0.22% | −43−1.1% | Reduced |
| Solitude Financial Services | 3,793 | $863.6K | 0.40% | +143+3.9% | Added |
| Basepoint Wealth LLC | 3,791 | $863.3K | 0.65% | −496−11.6% | Reduced |
| Sunflower Bank, N.A. | 3,790 | $862.9K | 0.19% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,773 | $859.1K | 0.42% | +297+8.5% | Added |
| Thoroughbred Financial Services, LLC | 3,761 | $856.0K | 0.08% | −4,467−54.3% | Reduced |
| Passumpsic Savings Bank | 3,734 | $850.2K | 0.54% | +3,734 | New |
| Harvest Fund Management Co., Ltd | 3,716 | $846.0K | 0.08% | +3,680+10,222.2% | Added |
| Breakwater Capital Group | 3,708 | $844.3K | 0.21% | +29+0.8% | Added |
| Delta Investment Management, LLC | 3,673 | $836.3K | 0.19% | −89−2.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,662 | $834.0K | 0.13% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,662 | $833.8K | 0.30% | +135+3.8% | Added |
| Belpointe Asset Management LLC | 3,656 | $832.6K | 0.06% | +968+36.0% | Added |
| LGL Partners, LLC | 3,653 | $831.9K | 0.14% | +10.0% | Added |
| Friedenthal Financial | 3,653 | $831.8K | 0.51% | +3,653 | New |
| Aries Wealth Management | 3,614 | $822.9K | 0.27% | −35−1.0% | Reduced |
| Estabrook Capital Management | 3,609 | $821.7K | 0.13% | −405−10.1% | Reduced |
| Saybrook Capital | 3,600 | $820.0K | 0.22% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 3,580 | $815.1K | 0.30% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,561 | $810.8K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,559 | $810.4K | 0.03% | +512+16.8% | Added |
| Cornerstone Wealth Management, LLC | 3,559 | $810.3K | 0.07% | +56+1.6% | Added |
| BSW Wealth Partners | 3,556 | $809.6K | 0.14% | +273+8.3% | Added |
| Alerus Financial NA | 3,550 | $808.3K | 0.06% | −16−0.4% | Reduced |
| Lazari Capital Management, Inc. | 3,530 | $803.7K | 0.44% | −100−2.8% | Reduced |
| Hills Bank & Trust Co | 3,528 | $803.3K | 0.07% | −2−0.1% | Reduced |
| Navellier & Associates Inc | 3,526 | $802.8K | 0.10% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,510 | $799.2K | 0.04% | −330−8.6% | Reduced |
| LVW Advisors, LLC | 3,484 | $793.3K | 0.13% | +39+1.1% | Added |
| Congress Wealth Management LLC | 3,478 | $791.9K | 0.01% | −6,568−65.4% | Reduced |
| US Asset Management LLC | 3,456 | $787.0K | 0.71% | −49−1.4% | Reduced |
| Cidel Asset Management Inc | 3,445 | $784.4K | 0.06% | −128−3.6% | Reduced |
| Cetera Trust Company, N.A | 3,435 | $782.1K | 0.47% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 3,422 | $779.3K | 0.47% | −210−5.8% | Reduced |
| AlTi Global, Inc. | 3,419 | $778.6K | 0.02% | +2,059+151.4% | Added |
| Richwood Investment Advisors, LLC | 3,410 | $776.5K | 0.69% | −10.0% | Reduced |
| Plancorp, LLC | 3,409 | $776.2K | 0.03% | +107+3.2% | Added |
| MidWestOne Financial Group, Inc. | 3,404 | $775.1K | 0.14% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,386 | $771.0K | 0.12% | +209+6.6% | Added |
| Wolverine Trading, LLC | 3,371 | $767.5K | 0.01% | −1,778−34.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,362 | $765.5K | 0.02% | −225−6.3% | Reduced |
| Philadelphia Trust Co | 3,357 | $764.0K | 0.06% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,355 | $764.0K | 0.39% | +34+1.0% | Added |
| International Assets Investment Management, LLC | 3,356 | $763.8K | 0.08% | −51,476−93.9% | Reduced |
| Kovack Advisors, Inc. | 3,351 | $763.0K | 0.09% | +270+8.8% | Added |
| Cornerstone Wealth Group, LLC | 3,347 | $762.2K | 0.07% | +332+11.0% | Added |
| Lifeworks Advisors, LLC | 3,347 | $762.1K | 0.21% | −131−3.8% | Reduced |
| Defined Wealth Management, LLC | 3,347 | $762.1K | 0.55% | −82−2.4% | Reduced |
| Bell Bank | 3,327 | $757.5K | 0.07% | +3,327 | New |
| Gratus Wealth Advisors, LLC | 3,480 | $756.9K | 0.14% | +1,805+107.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $755.6K | 0.26% | +3,318 | New |
| Geller Advisors LLC | 3,309 | $753.4K | 0.06% | +71+2.2% | Added |
| Hartford Financial Management Inc. | 3,288 | $748.6K | 0.16% | 00.0% | Unchanged |
| Maven Securities LTD | 3,288 | $748.6K | 0.04% | +3,288 | New |
| IFP Advisors, Inc | 3,287 | $748.2K | 0.03% | +156+5.0% | Added |
| Somerville Kurt F | 3,285 | $748.0K | 0.13% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,273 | $745.2K | 0.05% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,271 | $744.8K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,267 | $743.9K | 0.11% | +322+10.9% | Added |
| First Foundation Advisors | 3,261 | $742.6K | 0.03% | +220+7.2% | Added |
| Custom Index Systems, LLC | 3,245 | $738.9K | 0.42% | +228+7.6% | Added |
| Matrix Asset Advisors Inc | 3,228 | $735.0K | 0.09% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,216 | $732.3K | 0.08% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 3,205 | $729.8K | 0.20% | +10.0% | Added |
| Teza Capital Management LLC | 3,196 | $727.7K | 0.10% | −5,577−63.6% | Reduced |
| Cipher Capital LP | 3,193 | $727.0K | 0.34% | +1,422+80.3% | Added |
| Altfest L J & Co Inc | 3,191 | $727.0K | 0.11% | −49−1.5% | Reduced |
| Atomi Financial Group, Inc. | 3,192 | $726.7K | 0.07% | +462+16.9% | Added |
| First International Bank & Trust | 3,185 | $725.2K | 0.25% | +256+8.7% | Added |
| Pekin Hardy Strauss, Inc. | 3,175 | $722.9K | 0.10% | +375+13.4% | Added |
| Olistico Wealth, LLC | 3,145 | $716.2K | 0.52% | +1,004+46.9% | Added |
| Eagle Ridge Investment Management | 3,139 | $714.7K | 0.07% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,132 | $713.1K | 0.26% | +24+0.8% | Added |
| SYSTM Wealth Solutions LLC | 3,132 | $713.1K | 0.09% | −187−5.6% | Reduced |
| Old Mission Investment Co LLC | 3,130 | $712.7K | 0.24% | +4+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,123 | $711.2K | 0.13% | +739+31.0% | Added |
| Engineers Gate Manager LP | 3,112 | $708.6K | 0.02% | −2,768−47.1% | Reduced |
| Exchange Bank | 3,109 | $707.9K | 0.58% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,108 | $707.7K | 0.35% | −20−0.6% | Reduced |
| Fort Pitt Capital Group, LLC | 3,102 | $706.3K | 0.02% | −129−4.0% | Reduced |
| Ridgewood Investments LLC | 3,091 | $703.8K | 0.37% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,090 | $703.7K | 0.33% | +77+2.6% | Added |