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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 3,090 | $703.6K | 0.13% | −351−10.2% | Reduced |
| Outlook Wealth Advisors, LLC | 3,090 | $703.6K | 0.22% | −270−8.0% | Reduced |
| Hoylecohen, LLC | 3,087 | $702.9K | 0.05% | +100+3.3% | Added |
| Alpha Cubed Investments, LLC | 3,066 | $698.1K | 0.04% | +1,716+127.1% | Added |
| Bath Savings Trust Co | 3,064 | $697.6K | 0.07% | +56+1.9% | Added |
| Financial Management Network Inc | 3,163 | $694.5K | 0.18% | −163−4.9% | Reduced |
| Abbrea Capital, LLC | 3,042 | $693.0K | 0.09% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 3,039 | $691.9K | 0.11% | −50−1.6% | Reduced |
| ERn Financial, LLC | 3,035 | $691.0K | 0.12% | 00.0% | Unchanged |
| Clean Yield Group | 3,032 | $690.4K | 0.27% | −100−3.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,019 | $688.0K | 0.04% | +4+0.1% | Added |
| Meridian Wealth Management, LLC | 3,015 | $686.4K | 0.11% | −79−2.6% | Reduced |
| SeaCrest Wealth Management, LLC | 3,012 | $685.8K | 0.08% | −629−17.3% | Reduced |
| Vivid Wealth Management, LLC | 3,006 | $684.4K | 0.43% | +37+1.2% | Added |
| Weybosset Research & Management LLC | 1,150 | $684.0K | 0.52% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,000 | $683.1K | 0.18% | −1,539−33.9% | Reduced |
| Acima Private Wealth, LLC | 3,000 | $683.1K | 0.25% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 3,000 | $683.1K | 0.69% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $683.1K | 0.31% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,000 | $683.1K | 0.17% | +700+30.4% | Added |
| Quent Capital, LLC | 2,982 | $679.2K | 0.08% | +340+12.9% | Added |
| Ellis Investment Partners, LLC | 2,972 | $676.6K | 0.15% | −999−25.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,891 | $676.6K | 0.05% | −21−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 2,964 | $674.4K | 0.02% | −319−9.7% | Reduced |
| Graypoint LLC | 2,957 | $673.4K | 0.05% | +244+9.0% | Added |
| Embree Financial Group | 2,949 | $671.5K | 0.13% | +5+0.2% | Added |
| Tradition Wealth Management, LLC | 2,948 | $671.1K | 0.07% | +10.0% | Added |
| Arrow Financial Corp | 2,933 | $667.8K | 0.07% | −35−1.2% | Reduced |
| Union Savings Bank | 2,918 | $664.4K | 0.35% | −903−23.6% | Reduced |
| Texas Yale Capital Corp. | 2,916 | $663.9K | 0.03% | +60+2.1% | Added |
| PDS Planning, Inc | 2,915 | $663.7K | 0.07% | +168+6.1% | Added |
| Waters Parkerson & Co., LLC | 2,912 | $663.0K | 0.03% | +698+31.5% | Added |
| Cambridge Advisors Inc. | 2,910 | $662.6K | 0.16% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,907 | $661.8K | 0.45% | +4+0.1% | Added |
| Legal Advantage Investments, Inc. | 2,900 | $660.3K | 0.37% | −100−3.3% | Reduced |
| VeraBank, N.A. | 2,898 | $659.8K | 0.21% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,888 | $657.7K | 0.13% | +727+33.6% | Added |
| Kozak & Associates, Inc. | 2,723 | $657.2K | 0.18% | +15+0.6% | Added |
| Summit Financial Group Inc | 2,885 | $656.9K | 0.23% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,886 | $656.9K | 0.28% | −10−0.3% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,884 | $656.7K | 0.31% | +2,884 | New |
| InterOcean Capital Group, LLC | 2,880 | $655.7K | 0.02% | −369−11.4% | Reduced |
| LongView Wealth Management | 2,879 | $655.6K | 0.26% | −334−10.4% | Reduced |
| Donoghue Forlines LLC | 2,879 | $655.5K | 0.19% | −686−19.2% | Reduced |
| Knightsbridge Asset Management, LLC | 3,499 | $655.4K | 0.19% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,007 | $654.5K | 0.24% | −103−3.3% | Reduced |
| Centennial Bank | 2,870 | $653.5K | 0.33% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,870 | $653.0K | 0.08% | −20−0.7% | Reduced |
| Kavar Capital Partners Group, LLC | 2,867 | $652.8K | 0.12% | +2,867 | New |
| Bristol John W & Co Inc | 2,851 | $649.1K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,848 | $648.5K | 0.07% | +182+6.8% | Added |
| Nilsine Partners, LLC | 2,843 | $647.3K | 0.09% | −86−2.9% | Reduced |
| Burford Brothers, Inc. | 2,840 | $646.7K | 0.42% | +243+9.4% | Added |
| CoreFirst Bank & Trust | 2,823 | $642.8K | 0.40% | −25−0.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,819 | $641.8K | 0.16% | −107−3.7% | Reduced |
| McIlrath & Eck, LLC | 2,802 | $638.0K | 0.10% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $637.5K | 0.49% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,800 | $637.5K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $633.7K | 0.07% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,782 | $633.5K | 0.40% | −60−2.1% | Reduced |
| Avestar Capital, LLC | 2,782 | $633.4K | 0.07% | +760+37.6% | Added |
| Strategic Blueprint, LLC | 2,770 | $630.7K | 0.04% | −165−5.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,768 | $630.2K | 0.00% | −3,080−52.7% | Reduced |
| Hanson & Doremus Investment Management | 2,765 | $630.0K | 0.11% | −59−2.1% | Reduced |
| Partnership Wealth Management, LLC | 2,753 | $626.8K | 0.44% | +4+0.1% | Added |
| Guardian Wealth Advisors, LLC | 2,751 | $626.4K | 0.08% | +77+2.9% | Added |
| Marietta Investment Partners LLC | 2,750 | $626.1K | 0.14% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,749 | $625.9K | 0.18% | −132−4.6% | Reduced |
| Millington Financial Advisors, LLC | 2,727 | $620.9K | 0.44% | 00.0% | Unchanged |
| TNF LLC | 2,595 | $620.6K | 0.25% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,723 | $620.0K | 0.42% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,710 | $617.0K | 0.18% | 00.0% | Unchanged |
| Charter Trust Co | 2,709 | $616.8K | 0.04% | +612+29.2% | Added |
| MCF Advisors LLC | 2,707 | $616.4K | 0.05% | −1,211−30.9% | Reduced |
| Farther Finance Advisors, LLC | 2,707 | $616.1K | 0.04% | +393+17.0% | Added |
| Athena Investment Management | 2,700 | $614.8K | 0.37% | −73−2.6% | Reduced |
| Stratos Wealth Advisors, LLC | 2,698 | $614.5K | 0.04% | +491+22.2% | Added |
| REDW Wealth LLC | 2,698 | $614.3K | 0.17% | +42+1.6% | Added |
| PFC Capital Group, Inc. | 2,700 | $614.0K | 0.33% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,690 | $612.5K | 0.06% | +53+2.0% | Added |
| Cherry Tree Wealth Management, LLC | 2,675 | $609.0K | 0.15% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,673 | $608.6K | 0.07% | +193+7.8% | Added |
| Tiemann Investment Advisors, LLC | 2,651 | $603.6K | 0.27% | −25−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,650 | $603.5K | 0.10% | +111+4.4% | Added |
| Outfitter Financial LLC | 2,625 | $597.7K | 0.49% | +2,625 | New |
| Inceptionr LLC | 2,614 | $595.2K | 0.15% | +2,614 | New |
| Advisor Resource Council | 3,167 | $593.3K | 0.25% | +3,167 | New |
| Lindbrook Capital, LLC | 2,604 | $593.0K | 0.06% | +414+18.9% | Added |
| LGT Fund Management Co Ltd. | 2,600 | $592.0K | 0.25% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,600 | $592.0K | 0.16% | 00.0% | Unchanged |
| Wexford Capital LP | 2,600 | $592.0K | 0.12% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,599 | $591.8K | 0.24% | −400−13.3% | Reduced |
| Founders Financial Alliance, LLC | 2,594 | $590.6K | 0.18% | +150+6.1% | Added |
| TCG Advisory Services, LLC | 2,582 | $587.9K | 0.03% | +2,582 | New |
| Northstar Asset Management LLC | 2,581 | $587.7K | 0.14% | +25+1.0% | Added |
| Mechanics Bank Trust Department | 2,580 | $587.4K | 0.09% | +7+0.3% | Added |
| Lewis Asset Management, LLC | 2,579 | $587.3K | 0.48% | +144+5.9% | Added |
| Cozad Asset Management Inc | 2,571 | $585.4K | 0.06% | +613+31.3% | Added |
| AdvisorShares Investments LLC | 2,570 | $585.2K | 0.10% | 00.0% | Unchanged |
| Essex Savings Bank | 3,121 | $584.7K | 0.17% | 00.0% | Unchanged |