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 |
|---|---|---|---|---|---|
| Puzo Michael J | 1,500 | $341.5K | 0.09% | −100−6.3% | Reduced |
| KFA Private Wealth Group, LLC | 1,500 | $341.5K | 0.11% | −12−0.8% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $341.5K | 0.18% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,500 | $341.5K | 0.04% | +6+0.4% | Added |
| Compass Ion Advisors, LLC | 1,490 | $339.3K | 0.05% | −7−0.5% | Reduced |
| Sovereign Financial Group, Inc. | 1,487 | $338.7K | 0.09% | +106+7.7% | Added |
| HHM Wealth Advisors, LLC | 1,486 | $338.3K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,486 | $338.3K | 0.03% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,482 | $337.5K | 0.22% | +3+0.2% | Added |
| Connecticut Wealth Management, LLC | 1,482 | $337.4K | 0.02% | −35−2.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,479 | $336.7K | 0.05% | −20−1.3% | Reduced |
| Interchange Capital Partners, LLC | 1,458 | $336.2K | 0.23% | −66−4.3% | Reduced |
| Founders Financial Securities LLC | 1,475 | $335.9K | 0.04% | −2,410−62.0% | Reduced |
| Trust Co of the South | 1,474 | $335.6K | 0.08% | +1,474 | New |
| EPG Wealth Management LLC | 1,472 | $335.1K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 1,472 | $335.0K | 0.40% | −52−3.4% | Reduced |
| Westover Capital Advisors, LLC | 1,460 | $332.4K | 0.10% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,453 | $330.8K | 0.02% | +211+17.0% | Added |
| DRW Securities, LLC | 1,451 | $330.3K | 0.02% | −1,184−44.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,450 | $330.1K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,450 | $330.0K | 0.05% | +17+1.2% | Added |
| First Business Financial Services, Inc. | 1,447 | $329.5K | 0.04% | −119−7.6% | Reduced |
| Motco | 1,445 | $329.0K | 0.02% | −1−0.1% | Reduced |
| Crew Capital Management, Ltd. | 1,445 | $329.0K | 0.27% | +355+32.6% | Added |
| Salomon & Ludwin, LLC | 1,443 | $328.6K | 0.03% | +705+95.5% | Added |
| Objective Capital Management, LLC | 1,443 | $328.5K | 0.22% | +23+1.6% | Added |
| East Coast Asset Management, LLC. | 1,442 | $328.3K | 0.12% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,440 | $327.9K | 0.07% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,433 | $326.3K | 0.03% | 00.0% | Unchanged |
| Round Hill Asset Management | 1,432 | $326.1K | 0.20% | −1,015−41.5% | Reduced |
| Eagle Strategies LLC | 1,431 | $325.8K | 0.07% | +1,431 | New |
| Fairfield, Bush & Co. | 1,430 | $325.6K | 0.19% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,428 | $325.1K | 0.04% | +70+5.2% | Added |
| Sonora Investment Management Group, LLC | 1,426 | $324.8K | 0.03% | −37−2.5% | Reduced |
| Garner Asset Management Corp | 1,420 | $324.0K | 0.17% | −1−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 1,454 | $323.4K | 0.02% | +15+1.0% | Added |
| OneAscent Financial Services LLC | 1,412 | $322.0K | 0.04% | −158−10.1% | Reduced |
| Consolidated Planning Corp | 1,413 | $321.7K | 0.06% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 1,413 | $321.7K | 0.22% | +31+2.2% | Added |
| Terra Nova Asset Management LLC | 1,405 | $319.8K | 0.25% | +4+0.3% | Added |
| 17 Capital Partners, LLC | 1,400 | $318.8K | 0.24% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,387 | $315.7K | 0.06% | +314+29.3% | Added |
| Arden Trust Co | 1,385 | $315.3K | 0.04% | −130−8.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,382 | $314.7K | 0.03% | +39+2.9% | Added |
| BBR Partners, LLC | 1,380 | $314.2K | 0.03% | +1,380 | New |
| BTC Capital Management, Inc. | 1,376 | $313.3K | 0.03% | +1,376 | New |
| Colonial Trust Advisors | 1,374 | $312.8K | 0.03% | −44−3.1% | Reduced |
| Strait & Sound Wealth Management LLC | 1,427 | $311.4K | 0.17% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,365 | $310.9K | 0.08% | +169+14.1% | Added |
| Legacy Private Trust Co. | 1,365 | $310.8K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,364 | $310.6K | 0.03% | −63−4.4% | Reduced |
| Oxford Financial Group Ltd | 1,362 | $310.1K | 0.02% | −10−0.7% | Reduced |
| Advisors Management Group Inc | 1,360 | $310.0K | 0.08% | −9−0.7% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $309.0K | 0.14% | 00.0% | Unchanged |
| Channel Wealth LLC | 1,357 | $309.0K | 0.12% | −32−2.3% | Reduced |
| Ancora Advisors, LLC | 1,357 | $308.9K | 0.01% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,356 | $308.7K | 0.33% | −73−5.1% | Reduced |
| Burns J W & Co Inc | 1,353 | $308.1K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,350 | $307.5K | 0.10% | +100+8.0% | Added |
| Envoi LLC | 1,350 | $307.4K | 0.73% | +1,350 | New |
| Simon Quick Advisors, LLC | 1,347 | $306.7K | 0.02% | +1,347 | New |
| Nwam LLC | 1,302 | $305.6K | 0.02% | −203−13.5% | Reduced |
| Perpetual Ltd | 1,444 | $305.0K | 0.00% | −1,964−57.6% | Reduced |
| Godsey & Gibb Associates | 1,337 | $304.4K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,337 | $304.4K | 0.09% | −445−25.0% | Reduced |
| Great Diamond Partners, LLC | 1,334 | $303.7K | 0.07% | −133−9.1% | Reduced |
| Tyche Wealth Partners LLC | 1,329 | $302.7K | 0.07% | −50−3.6% | Reduced |
| Heritage Financial Services, LLC | 1,327 | $302.1K | 0.04% | +27+2.1% | Added |
| Hexagon Capital Partners LLC | 1,324 | $301.5K | 0.07% | −166−11.1% | Reduced |
| Sittner & Nelson, LLC | 1,320 | $300.6K | 0.15% | +1+0.1% | Added |
| Cascade Investment Group, Inc. | 1,320 | $300.6K | 0.22% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,316 | $299.6K | 0.23% | +17+1.3% | Added |
| Summit Asset Management, LLC | 1,315 | $299.4K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 1,311 | $298.6K | 0.03% | +1,311 | New |
| Convergence Investment Partners, LLC | 1,309 | $298.0K | 0.11% | −7−0.5% | Reduced |
| Austin Wealth Management, LLC | 1,240 | $297.7K | 0.07% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,307 | $297.6K | 0.06% | +1,307 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $297.4K | 0.17% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,306 | $297.4K | 0.06% | −138−9.6% | Reduced |
| Kapstone Financial Advisors LLC | 1,305 | $297.1K | 0.20% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $297.1K | 0.18% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,304 | $297.0K | 0.10% | −145−10.0% | Reduced |
| Revolve Wealth Partners, LLC | 1,304 | $296.9K | 0.05% | +85+7.0% | Added |
| MJP Associates Inc | 1,303 | $296.6K | 0.06% | +1,303 | New |
| Libra Wealth LLC | 1,300 | $296.0K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 1,298 | $295.5K | 0.05% | −67−4.9% | Reduced |
| Cutler Group LP | 1,298 | $295.0K | 0.15% | +1,298 | New |
| Armstrong Advisory Group, Inc | 1,571 | $294.3K | 0.03% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,292 | $294.2K | 0.03% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,285 | $292.6K | 0.07% | +32+2.6% | Added |
| UMA Financial Services, Inc. | 1,337 | $291.9K | 0.06% | +190+16.6% | Added |
| North Star Asset Management Inc | 1,279 | $291.2K | 0.01% | +43+3.5% | Added |
| 4J Wealth Management LLC | 1,278 | $291.0K | 0.25% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,276 | $290.5K | 0.05% | +6+0.5% | Added |
| Middleton & Co Inc | 1,269 | $288.9K | 0.03% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,269 | $288.9K | 0.09% | 00.0% | Unchanged |
| Burton Enright Welch | 1,268 | $288.7K | 0.07% | −61−4.6% | Reduced |
| Southeast Asset Advisors Inc. | 1,268 | $288.6K | 0.03% | +3+0.2% | Added |
| One Wealth Advisors, LLC | 1,257 | $286.2K | 0.05% | +1,257 | New |
| Certified Advisory Corp | 1,253 | $285.4K | 0.04% | 00.0% | Unchanged |