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 |
|---|---|---|---|---|---|
| MWA Asset Management | 2,565 | $584.1K | 0.42% | −277−9.7% | Reduced |
| Sippican Capital Advisors | 2,559 | $582.7K | 0.45% | −2,100−45.1% | Reduced |
| Prelude Capital Management, LLC | 2,558 | $582.4K | 0.04% | +1,192+87.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,551 | $580.8K | 0.02% | +1,923+306.2% | Added |
| Duncker Streett & Co Inc | 2,550 | $580.6K | 0.11% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,549 | $580.4K | 0.11% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,539 | $578.1K | 0.27% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,537 | $577.6K | 0.23% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,533 | $576.7K | 0.05% | −500−16.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,526 | $575.1K | 0.11% | +333+15.2% | Added |
| Hunter Associates Investment Management LLC | 2,524 | $575.0K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,518 | $573.3K | 0.04% | +99+4.1% | Added |
| Acropolis Investment Management, LLC | 2,517 | $573.1K | 0.04% | −327−11.5% | Reduced |
| Summit Global Investments | 2,516 | $573.0K | 0.04% | −1,674−40.0% | Reduced |
| Burt Wealth Advisors | 2,515 | $572.6K | 0.15% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,515 | $572.6K | 0.40% | +2,515 | New |
| Traphagen Investment Advisors LLC | 2,513 | $572.2K | 0.06% | +2+0.1% | Added |
| Enterprise Financial Services Corp | 2,510 | $571.5K | 0.34% | −241−8.8% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $570.6K | 0.25% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,503 | $569.9K | 0.04% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,500 | $569.2K | 0.34% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 2,500 | $569.2K | 0.49% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,501 | $569.0K | 0.01% | −1,863−42.7% | Reduced |
| Regatta Capital Group, LLC | 2,497 | $568.5K | 0.13% | −71−2.8% | Reduced |
| Sage Capital Management, LLC | 2,493 | $567.6K | 0.31% | −13−0.5% | Reduced |
| Tobam | 2,482 | $565.0K | 0.05% | −844−25.4% | Reduced |
| Achmea Investment Management B.V. | 2,479 | $565.0K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,466 | $561.6K | 0.10% | +124+5.3% | Added |
| Covenant Asset Management, LLC | 2,461 | $560.3K | 0.14% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 2,432 | $554.0K | 0.28% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,432 | $553.7K | 0.05% | −5−0.2% | Reduced |
| Sapient Capital LLC | 2,430 | $553.3K | 0.01% | −293−10.8% | Reduced |
| Childress Capital Advisors, LLC | 2,430 | $553.3K | 0.16% | −98−3.9% | Reduced |
| FDx Advisors, Inc. | 2,427 | $553.0K | 0.08% | −2,876−54.2% | Reduced |
| Catalina Capital Group, LLC | 2,416 | $550.1K | 0.24% | +1,295+115.5% | Added |
| Tritonpoint Wealth, LLC | 2,588 | $549.3K | 0.06% | −1,333−34.0% | Reduced |
| Aua Capital Management, LLC | 2,412 | $549.2K | 0.32% | +12+0.5% | Added |
| Wittenberg Investment Management, Inc. | 2,410 | $548.7K | 0.19% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,407 | $548.0K | 0.15% | +332+16.0% | Added |
| LS Investment Advisors, LLC | 2,406 | $547.8K | 0.09% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,405 | $547.6K | 0.01% | +5+0.2% | Added |
| WMS Partners, LLC | 2,402 | $546.9K | 0.04% | +61+2.6% | Added |
| Auxano Advisors, LLC | 2,401 | $546.6K | 0.16% | +381+18.9% | Added |
| Westbourne Investment Advisors, Inc. | 2,398 | $546.0K | 0.20% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,397 | $545.8K | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,387 | $543.5K | 0.03% | −22−0.9% | Reduced |
| McLean Asset Management Corp | 2,471 | $543.1K | 0.19% | −17−0.7% | Reduced |
| Ballast Advisors LLC | 2,380 | $541.9K | 0.18% | −130−5.2% | Reduced |
| Weaver Consulting Group | 2,378 | $541.4K | 0.20% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,374 | $540.5K | 0.16% | +472+24.8% | Added |
| Princeton Global Asset Management LLC | 2,369 | $539.3K | 0.13% | +101+4.5% | Added |
| 1858 Wealth Management, LLC | 2,877 | $539.0K | 0.51% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 2,356 | $536.4K | 0.05% | +101+4.5% | Added |
| Marino, Stram & Associates LLC | 2,354 | $536.1K | 0.13% | +7+0.3% | Added |
| 9258 Wealth Management, LLC | 2,351 | $535.3K | 0.08% | −47−2.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,350 | $535.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $532.3K | 0.08% | −111−4.5% | Reduced |
| Allstate Corp | 2,332 | $531.0K | 0.04% | −20−0.9% | Reduced |
| Silver Lake Advisory, LLC | 2,315 | $527.1K | 0.23% | +2,315 | New |
| Walkner Condon Financial Advisors LLC | 2,312 | $526.4K | 0.11% | +163+7.6% | Added |
| One + One Wealth Management, LLC | 2,300 | $523.7K | 0.30% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,298 | $523.2K | 0.04% | −494−17.7% | Reduced |
| Rossmore Private Capital | 2,296 | $522.8K | 0.07% | +141+6.5% | Added |
| Sage Private Wealth Group, LLC | 2,293 | $522.2K | 0.42% | −192−7.7% | Reduced |
| Sunburst Financial Group, LLC | 2,279 | $518.7K | 0.15% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,272 | $517.3K | 0.01% | +282+14.2% | Added |
| Forte Capital LLC | 2,271 | $517.1K | 0.06% | −34−1.5% | Reduced |
| Physicians Financial Services, Inc. | 2,270 | $517.0K | 0.18% | +100+4.6% | Added |
| Aft, Forsyth & Company, Inc. | 2,261 | $514.8K | 0.29% | −550−19.6% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $514.4K | 0.22% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 2,256 | $513.7K | 0.06% | −17,058−88.3% | Reduced |
| Fiducient Advisors LLC | 2,256 | $513.7K | 0.10% | +2,256 | New |
| Addison Capital Co | 2,254 | $513.2K | 0.25% | +35+1.6% | Added |
| Herold Advisors, Inc. | 2,252 | $513.0K | 0.12% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,250 | $512.3K | 0.02% | −109−4.6% | Reduced |
| First City Capital Management, Inc. | 2,247 | $511.6K | 0.28% | −1,422−38.8% | Reduced |
| Horizon Wealth Management, LLC | 2,246 | $511.3K | 0.13% | +57+2.6% | Added |
| Wealth Architects, LLC | 2,245 | $511.2K | 0.07% | +9+0.4% | Added |
| Quantum Private Wealth, LLC | 2,240 | $510.0K | 0.19% | 00.0% | Unchanged |
| Umpqua Bank | 2,238 | $509.6K | 0.21% | +2,238 | New |
| Silverlake Wealth Management LLC | 2,229 | $507.6K | 0.26% | +100+4.7% | Added |
| Dechtman Wealth Management, LLC | 2,226 | $506.8K | 0.12% | +7+0.3% | Added |
| Cypress Capital Group | 2,225 | $506.6K | 0.06% | +208+10.3% | Added |
| Palisades Hudson Asset Management, L.P. | 2,221 | $506.0K | 0.23% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,222 | $506.0K | 0.12% | −70−3.1% | Reduced |
| Geneos Wealth Management Inc. | 2,221 | $505.8K | 0.02% | +102+4.8% | Added |
| Leo Wealth, LLC | 2,219 | $505.1K | 0.05% | +401+22.1% | Added |
| Ridgecrest Wealth Partners, LLC | 2,213 | $503.9K | 0.30% | −125−5.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,204 | $502.0K | 0.00% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 2,203 | $501.6K | 0.10% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 2,185 | $497.5K | 0.27% | −235−9.7% | Reduced |
| Hyperion Capital Advisors LP | 2,180 | $496.4K | 0.23% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,171 | $494.3K | 0.40% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,171 | $494.3K | 0.21% | −10.0% | Reduced |
| Mystic Asset Management, Inc. | 2,163 | $492.5K | 0.20% | −33−1.5% | Reduced |
| Raleigh Capital Management Inc. | 2,161 | $492.2K | 0.21% | +284+15.1% | Added |
| Yarbrough Capital, LLC | 2,161 | $492.0K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,160 | $491.9K | 0.20% | 00.0% | Unchanged |
| G&S Capital LLC | 2,155 | $490.8K | 0.22% | −55−2.5% | Reduced |
| Greylin Investment Mangement Inc | 2,150 | $489.5K | 0.08% | 00.0% | Unchanged |