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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 2,042 | $488.4K | 0.07% | −1,697−45.4% | Reduced |
| Opal Wealth Advisors, LLC | 2,143 | $487.9K | 0.17% | +4+0.2% | Added |
| Patten Group, Inc. | 2,140 | $487.3K | 0.12% | −140−6.1% | Reduced |
| HCR Wealth Advisors | 2,139 | $487.1K | 0.07% | −26−1.2% | Reduced |
| Arkadios Wealth Advisors | 2,138 | $486.8K | 0.04% | −463−17.8% | Reduced |
| Crumly & Associates Inc. | 2,136 | $486.3K | 0.13% | +2,136 | New |
| Morningstar Investment Management LLC | 2,132 | $485.0K | 0.05% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,114 | $481.4K | 0.23% | +10.0% | Added |
| Dearborn Partners LLC | 2,114 | $481.3K | 0.02% | +10+0.5% | Added |
| Macroview Investment Management LLC | 2,113 | $481.2K | 0.53% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,209 | $480.8K | 0.12% | +233+11.8% | Added |
| Aberdeen Wealth Management LLC | 2,111 | $480.7K | 0.28% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,109 | $480.2K | 0.04% | +742+54.3% | Added |
| Hazlett, Burt & Watson, Inc. | 2,106 | $480.0K | 0.29% | +10.0% | Added |
| Archetype Wealth Partners | 2,110 | $480.0K | 0.08% | +2,110 | New |
| Pictet & Cie (Europe) SA | 2,101 | $478.4K | 0.01% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 2,101 | $478.4K | 0.33% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,100 | $478.1K | 0.02% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,100 | $478.1K | 0.29% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,094 | $477.0K | 0.09% | +70+3.5% | Added |
| Toth Financial Advisory Corp | 2,094 | $476.8K | 0.06% | +2+0.1% | Added |
| Seven Mile Advisory | 2,094 | $476.8K | 0.36% | +17+0.8% | Added |
| Bangor Savings Bank | 2,092 | $476.3K | 0.05% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,084 | $474.5K | 0.12% | −15−0.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,076 | $472.8K | 0.06% | +478+29.9% | Added |
| LMCG Investments, LLC | 2,074 | $472.2K | 0.03% | −23−1.1% | Reduced |
| Trueblood Wealth Management, LLC | 2,072 | $471.8K | 0.27% | +158+8.3% | Added |
| Moser Wealth Advisors, LLC | 2,056 | $468.1K | 0.26% | +1,536+295.4% | Added |
| Phoenix Wealth Advisors | 2,055 | $467.9K | 0.29% | −17−0.8% | Reduced |
| Pacitti Group Inc. | 2,054 | $467.7K | 0.25% | 00.0% | Unchanged |
| Washington Trust Bank | 2,053 | $467.4K | 0.04% | +161+8.5% | Added |
| Chapin Davis, Inc. | 2,052 | $467.2K | 0.17% | +126+6.5% | Added |
| Fort Washington Investment Advisors Inc | 2,050 | $466.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,047 | $466.1K | 0.16% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,036 | $463.6K | 0.06% | +10.0% | Added |
| MEMBERS Trust Co | 2,028 | $461.8K | 0.01% | −351−14.8% | Reduced |
| Accurate Wealth Management, LLC | 1,998 | $461.6K | 0.13% | −61−3.0% | Reduced |
| Flagship Private Wealth, LLC | 2,026 | $461.3K | 0.30% | +301+17.4% | Added |
| KKM Financial LLC | 2,025 | $461.1K | 0.22% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 2,019 | $459.7K | 0.22% | +2,019 | New |
| USA Financial Portformulas Corp | 2,018 | $459.5K | 0.07% | +2,018 | New |
| Bahl & Gaynor Inc | 2,016 | $459.0K | 0.00% | +2,016 | New |
| Ruggaard & Associates LLC | 2,012 | $458.0K | 0.22% | −93−4.4% | Reduced |
| Sutton Place Investors LLC | 2,011 | $457.8K | 0.23% | +2,011 | New |
| Whitener Capital Management, Inc. | 2,010 | $457.7K | 0.15% | −50−2.4% | Reduced |
| Camden Capital, LLC | 2,006 | $456.8K | 0.04% | +101+5.3% | Added |
| Central Bank & Trust Co | 2,006 | $456.7K | 0.07% | −101−4.8% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,004 | $456.3K | 0.25% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,002 | $455.8K | 0.08% | +32+1.6% | Added |
| Garrison Asset Management, LLC | 2,001 | $455.6K | 0.24% | −480−19.3% | Reduced |
| Paradigm Asset Management Co LLC | 2,000 | $455.4K | 0.12% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,000 | $455.4K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $455.4K | 0.08% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $455.4K | 0.44% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,000 | $455.4K | 0.03% | +2,000 | New |
| Magnolia Capital Management Ltd | 2,000 | $455.0K | 0.39% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,989 | $453.0K | 0.03% | +1,989 | New |
| Eagle Bay Advisors LLC | 1,983 | $451.4K | 0.28% | −171−7.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 1,978 | $450.4K | 0.09% | −1−0.1% | Reduced |
| Allen Investment Management LLC | 1,976 | $449.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,976 | $449.9K | 0.20% | +1,525+338.1% | Added |
| Arcataur Capital Management LLC | 1,975 | $449.7K | 0.16% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,958 | $445.8K | 0.01% | +586+42.7% | Added |
| Keudell/Morrison Wealth Management | 1,952 | $444.5K | 0.13% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,950 | $444.0K | 0.23% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,943 | $442.3K | 0.05% | +527+37.2% | Added |
| Fragasso Group Inc. | 1,940 | $441.7K | 0.04% | +716+58.5% | Added |
| Donaldson Capital Management, LLC | 1,937 | $441.0K | 0.02% | +35+1.8% | Added |
| Blueprint Investment Partners LLC | 1,933 | $440.2K | 0.09% | −77−3.8% | Reduced |
| Independent Family Office, LLC | 1,932 | $439.9K | 0.24% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,915 | $436.0K | 0.08% | +374+24.3% | Added |
| First National Bank | 1,911 | $435.1K | 0.33% | +9+0.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,910 | $435.0K | 0.02% | +31+1.6% | Added |
| Smith, Moore & Co. | 1,910 | $434.8K | 0.05% | +418+28.0% | Added |
| Cairn Investment Group, Inc. | 1,900 | $433.0K | 0.25% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,901 | $432.8K | 0.45% | −383−16.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,900 | $432.6K | 0.02% | −100−5.0% | Reduced |
| Barton Investment Management | 1,900 | $432.6K | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,896 | $431.7K | 0.02% | −55−2.8% | Reduced |
| Verity & Verity, LLC | 1,874 | $426.7K | 0.05% | 00.0% | Unchanged |
| Capital Square, LLC | 1,872 | $426.2K | 0.30% | +416+28.6% | Added |
| Davis R M Inc | 1,862 | $424.0K | 0.01% | 00.0% | Unchanged |
| Rebalance, LLC | 1,858 | $423.0K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,856 | $422.6K | 0.06% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,837 | $418.3K | 0.16% | +57+3.2% | Added |
| 626 Financial, LLC | 1,832 | $417.1K | 0.25% | +1+0.1% | Added |
| Dark Forest Capital Management LP | 1,828 | $416.2K | 0.07% | +1,828 | New |
| Blue Fin Capital, Inc. | 1,824 | $415.3K | 0.09% | −9−0.5% | Reduced |
| Merrion Investment Management Co, LLC | 1,821 | $414.6K | 0.30% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 1,818 | $413.9K | 0.38% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 1,815 | $413.3K | 0.20% | −710−28.1% | Reduced |
| KPP Advisory Services LLC | 1,806 | $411.3K | 0.11% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,805 | $411.0K | 0.07% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,802 | $410.4K | 0.08% | +279+18.3% | Added |
| Tillman Hartley LLC | 1,800 | $409.8K | 0.14% | −46−2.5% | Reduced |
| Level Four Advisory Services, LLC | 2,188 | $409.8K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,798 | $409.5K | 0.16% | −75−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,797 | $409.0K | 0.04% | −435−19.5% | Reduced |
| Scientech Research LLC | 1,791 | $407.8K | 0.22% | +1,791 | New |
| Greenwood Capital Associates LLC | 1,786 | $406.7K | 0.05% | −132−6.9% | Reduced |