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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 1,780 | $405.3K | 0.16% | −95−5.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,775 | $404.1K | 0.02% | +1,775 | New |
| Harbour Trust & Investment Management Co | 1,773 | $403.7K | 0.05% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,769 | $402.9K | 0.12% | +1+0.1% | Added |
| Wela Strategies, Inc. | 1,765 | $401.9K | 0.19% | −468−21.0% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $401.9K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,762 | $401.1K | 0.05% | −332−15.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,757 | $400.1K | 0.11% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 1,757 | $400.1K | 0.17% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 1,748 | $398.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,744 | $397.1K | 0.10% | +50+3.0% | Added |
| Accel Wealth Management | 1,741 | $396.3K | 0.17% | +303+21.1% | Added |
| Wealthquest Corp | 1,731 | $394.1K | 0.04% | +12+0.7% | Added |
| Quotient Wealth Partners, LLC | 1,727 | $393.3K | 0.01% | −21−1.2% | Reduced |
| Soltis Investment Advisors LLC | 1,726 | $393.0K | 0.04% | +4+0.2% | Added |
| Transcend Wealth Collective, LLC | 1,716 | $390.8K | 0.03% | +132+8.3% | Added |
| Trust Co of Virginia | 1,714 | $390.3K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,713 | $390.0K | 0.09% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 1,700 | $387.1K | 0.01% | 00.0% | Unchanged |
| Diversified, LLC | 1,696 | $386.1K | 0.05% | +49+3.0% | Added |
| Cassaday & Co Wealth Management LLC | 1,695 | $385.9K | 0.01% | +18+1.1% | Added |
| NFP Retirement, Inc. | 1,694 | $385.7K | 0.03% | +56+3.4% | Added |
| First Personal Financial Services | 1,694 | $385.7K | 0.09% | −200−10.6% | Reduced |
| Zions Bancorporation, N.A. | 1,694 | $385.7K | 0.03% | +225+15.3% | Added |
| 180 Wealth Advisors, LLC | 1,687 | $384.1K | 0.07% | −38−2.2% | Reduced |
| Gitterman Wealth Management, LLC | 1,686 | $383.9K | 0.15% | −1,335−44.2% | Reduced |
| Heritage Investment Group, Inc. | 1,681 | $383.0K | 0.08% | −498−22.9% | Reduced |
| Angeles Wealth Management, LLC | 1,680 | $382.5K | 0.04% | +461+37.8% | Added |
| Round Rock Advisors, LLC | 1,679 | $382.3K | 0.09% | +145+9.5% | Added |
| Baker Boyer National Bank | 1,678 | $382.1K | 0.13% | +85+5.3% | Added |
| Investors Research Corp | 1,675 | $381.4K | 0.09% | −95−5.4% | Reduced |
| Howe & Rusling Inc | 1,668 | $379.8K | 0.04% | +13+0.8% | Added |
| Independent Solutions Wealth Management, LLC | 1,667 | $379.6K | 0.09% | −27−1.6% | Reduced |
| Vista Investment Partners LLC | 1,664 | $378.9K | 0.13% | 00.0% | Unchanged |
| LCNB Corp | 1,662 | $378.4K | 0.14% | −95−5.4% | Reduced |
| Fagan Associates, Inc. | 1,660 | $378.0K | 0.07% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,659 | $377.7K | 0.06% | +570+52.3% | Added |
| WBI Investments | 1,659 | $377.7K | 0.08% | −2,214−57.2% | Reduced |
| Strategy Asset Managers LLC | 1,658 | $377.5K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,654 | $377.0K | 0.03% | +90+5.8% | Added |
| Skba Capital Management LLC | 1,650 | $375.7K | 0.06% | 00.0% | Unchanged |
| Norden Group LLC | 1,645 | $374.6K | 0.08% | +1,645 | New |
| Act Two Investors LLC | 1,645 | $374.6K | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,644 | $374.4K | 0.03% | +449+37.6% | Added |
| City Holding Co | 1,640 | $373.4K | 0.06% | 00.0% | Unchanged |
| Keystone Financial Group | 1,635 | $372.3K | 0.05% | +1,635 | New |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $371.1K | 0.05% | −17−1.0% | Reduced |
| Schubert & Co | 1,626 | $370.2K | 0.32% | +3+0.2% | Added |
| Meadow Creek Wealth Advisors LLC | 1,625 | $370.0K | 0.26% | +1,625 | New |
| Birchcreek Wealth Management, LLC | 1,624 | $369.8K | 0.19% | +256+18.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,623 | $369.2K | 0.13% | −2−0.1% | Reduced |
| Sentinus, LLC | 1,619 | $368.5K | 0.13% | +1,619 | New |
| Sterling Investment Advisors, Ltd. | 1,618 | $368.3K | 0.10% | +1+0.1% | Added |
| FourThought Financial Partners, LLC | 1,613 | $367.3K | 0.04% | −180−10.0% | Reduced |
| Acorn Wealth Advisors, LLC | 1,613 | $367.2K | 0.19% | +1+0.1% | Added |
| Pure Financial Advisors, Inc. | 1,609 | $366.2K | 0.01% | +354+28.2% | Added |
| Forza Wealth Management, LLC | 1,608 | $366.1K | 0.19% | −70−4.2% | Reduced |
| Aire Advisors, LLC | 1,603 | $365.8K | 0.08% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,606 | $365.6K | 0.13% | +2+0.1% | Added |
| Alta Advisers Ltd | 1,600 | $364.3K | 0.18% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,600 | $364.3K | 0.04% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 1,597 | $364.0K | 0.27% | +1,597 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,598 | $363.7K | 0.14% | −34−2.1% | Reduced |
| Keel Point, LLC | 1,596 | $363.5K | 0.04% | +490+44.3% | Added |
| Sivia Capital Partners, LLC | 1,591 | $362.3K | 0.25% | −15−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 1,587 | $361.3K | 0.05% | +479+43.2% | Added |
| Burney Co | 1,586 | $361.1K | 0.01% | −51−3.1% | Reduced |
| Legacy Financial Strategies, LLC | 1,585 | $360.9K | 0.09% | +18+1.1% | Added |
| Bouchey Financial Group Ltd | 1,584 | $360.7K | 0.04% | 00.0% | Unchanged |
| Overbrook Management Corp | 1,583 | $360.4K | 0.10% | −21,854−93.2% | Reduced |
| Kelman-Lazarov, Inc. | 1,579 | $359.5K | 0.07% | 00.0% | Unchanged |
| Centric Wealth Management | 1,534 | $358.9K | 0.11% | +133+9.5% | Added |
| Kolinsky Wealth Management, LLC | 1,576 | $358.8K | 0.27% | −283−15.2% | Reduced |
| Wealth Advisory Solutions, LLC | 1,576 | $358.8K | 0.09% | +1,576 | New |
| Rockbridge Investment Management, LCC | 1,567 | $356.8K | 0.05% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,625 | $355.0K | 0.14% | +96+6.3% | Added |
| JFS Wealth Advisors, LLC | 1,557 | $354.5K | 0.03% | +1+0.1% | Added |
| Private Portfolio Partners LLC | 1,556 | $354.2K | 0.07% | +3+0.2% | Added |
| Meeder Asset Management Inc | 1,552 | $353.4K | 0.02% | −43,828−96.6% | Reduced |
| Boit C F David | 1,525 | $353.0K | 0.19% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,549 | $352.6K | 0.09% | +4+0.3% | Added |
| Amplius Wealth Advisors, LLC | 1,548 | $352.5K | 0.04% | +48+3.2% | Added |
| LaSalle St. Investment Advisors, LLC | 26,356 | $352.0K | 0.20% | +24,474+1,300.4% | Added |
| Michael B. Yongue | 1,545 | $351.8K | 0.31% | −885−36.4% | Reduced |
| Davidson Trust Co | 1,539 | $350.4K | 0.20% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,539 | $350.4K | 0.25% | +32+2.1% | Added |
| Atlas Private Wealth Advisors | 1,538 | $350.3K | 0.12% | −1,184−43.5% | Reduced |
| Five Oceans Advisors | 1,531 | $348.6K | 0.18% | −85−5.3% | Reduced |
| MONECO Advisors, LLC | 1,529 | $348.2K | 0.06% | +10+0.7% | Added |
| Liberty Wealth Management LLC | 1,527 | $348.0K | 0.07% | −46−2.9% | Reduced |
| Annex Advisory Services, LLC | 1,528 | $348.0K | 0.01% | −293−16.1% | Reduced |
| Ariston Services Group | 1,525 | $347.2K | 0.33% | −599−28.2% | Reduced |
| Regal Investment Advisors LLC | 1,524 | $346.9K | 0.02% | −204−11.8% | Reduced |
| Hemington Wealth Management | 1,518 | $346.0K | 0.13% | −44−2.8% | Reduced |
| CIC Wealth, LLC | 1,518 | $345.6K | 0.10% | +47+3.2% | Added |
| Claro Advisors LLC | 1,517 | $345.3K | 0.06% | +161+11.9% | Added |
| TrueWealth Advisors, LLC | 1,513 | $344.6K | 0.13% | +435+40.4% | Added |
| Northwest Bancshares, Inc. | 1,509 | $343.6K | 0.05% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,505 | $342.8K | 0.10% | −16−1.1% | Reduced |
| Professional Advisory Services Inc | 1,500 | $342.0K | 0.05% | 00.0% | Unchanged |