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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.

Institutional holdersQ1 2024: 2,316 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ1 2024: $139.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2023.

Institutions holding AXP in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kowal Investment Group, LLC1,253$285.3K0.06%+1,253New
Sandy Cove Advisors, LLC1,253$285.3K0.13%−70−5.3%Reduced
Nichols & Pratt Advisers LLP1,250$284.6K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC1,247$283.9K0.14%00.0%Unchanged
Virtue Capital Management, LLC1,304$283.1K0.05%−160−10.9%Reduced
Abacus Planning Group, Inc.1,243$283.0K0.06%+29+2.4%Added
City State Bank1,245$283.0K0.12%00.0%Unchanged
Blue Square Asset Management, LLC1,240$282.3K0.19%00.0%Unchanged
Merriman Wealth Management, LLC1,235$281.2K0.01%−41−3.2%Reduced
Whitaker-Myers Wealth Managers, LTD.1,231$280.3K0.12%+1,231New
IPG Investment Advisors LLC1,230$280.1K0.06%−4,782−79.5%Reduced
Hoxton Planning & Management, LLC1,229$279.8K0.13%+82+7.1%Added
Northwest Wealth Management, LLC1,226$279.1K0.08%−399−24.6%Reduced
BEAM Asset Management, LLC1,226$279.1K0.17%+137+12.6%Added
Humankind Investments LLC1,224$278.7K0.07%−261−17.6%Reduced
Heartwood Wealth Advisors LLC1,221$278.0K0.03%00.0%Unchanged
Port Capital LLC1,220$278.0K0.01%−52−4.1%Reduced
Centaurus Financial, Inc.1,220$278.0K0.02%+9+0.7%Added
Heartland Bank & Trust Co1,220$277.8K0.16%−100−7.6%Reduced
Wealth Management Partners, LLC1,219$277.7K0.14%00.0%Unchanged
Firestone Capital Management1,215$276.6K0.08%00.0%Unchanged
First Trust Investment Solutions L.P.1,214$276.4K0.05%+1,214New
Key Financial Inc1,213$276.2K0.07%00.0%Unchanged
Crescent Grove Advisors, LLC1,209$275.4K0.03%+1,209New
Callan Capital, LLC1,204$274.1K0.02%+1,204New
Carmel Capital Partners, LLC1,201$273.5K0.11%−2−0.2%Reduced
Bridges Investment Management Inc1,200$273.2K0.01%−50−4.0%Reduced
Omega Financial Group, LLC1,200$273.2K0.11%00.0%Unchanged
Sand Hill Global Advisors, LLC1,199$273.0K0.01%−53−4.2%Reduced
David Loasby1,236$271.7K0.03%+1,236New
Oxford Asset Management LLP1,183$269.4K0.29%+1,183New
Family Firm, Inc.1,179$268.4K0.07%+3+0.3%Added
OneAscent Wealth Management LLC1,179$268.0K0.10%+114+10.7%Added
Valmark Advisers, Inc.1,177$268.0K0.00%+1,177New
Novare Capital Management LLC1,177$267.9K0.02%+1,177New
Montgomery Investment Management Inc1,175$267.5K0.10%00.0%Unchanged
Smith Chas P & Associates Pa Cpas1,174$267.3K0.02%+37+3.3%Added
Cottonwood Capital Advisors, LLC1,223$267.2K0.21%−132−9.7%Reduced
Encompass Wealth Advisors, LLC1,170$266.4K0.07%−60−4.9%Reduced
Monticello Wealth Management, LLC1,166$265.4K0.02%00.0%Unchanged
Money Concepts Capital Corp1,161$264.4K0.02%+1,161New
DF Dent & Co Inc1,155$263.0K0.00%−2−0.2%Reduced
FLC Capital Advisors1,155$263.0K0.07%00.0%Unchanged
Private Capital Management LLC1,154$262.8K0.06%+1,154New
Buckley Wealth Management, LLC1,151$262.1K0.08%−86−7.0%Reduced
Regent Peak Wealth Advisors LLC1,150$261.8K0.07%−49−4.1%Reduced
True North Advisors, LLC1,150$261.8K0.07%−5−0.4%Reduced
Silver Oak Securities, Inc1,149$261.7K0.04%−1−0.1%Reduced
Tortoise Investment Management, LLC1,149$261.6K0.03%−25−2.1%Reduced
Alliance Wealth Advisors, LLC1,144$260.5K0.08%+54+5.0%Added
Mendel Capital Management LLC1,138$259.2K0.17%00.0%Unchanged
Clifford Group, LLC1,136$258.7K0.21%00.0%Unchanged
West Family Investments, Inc.1,135$258.4K0.08%+1,135New
CVA Family Office, LLC1,133$258.0K0.05%+42+3.8%Added
Global Financial Private Client, LLC1,132$257.7K0.11%00.0%Unchanged
Hudock, Inc.1,131$257.5K0.06%00.0%Unchanged
Wedge Capital Management L L P1,127$256.6K0.00%−45−3.8%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,124$255.9K0.09%+655+139.7%Added
Voya Financial Advisors, Inc.1,123$255.8K0.03%−155−12.1%Reduced
Breed's Hill Capital LLC1,123$255.7K0.24%00.0%Unchanged
Delap Wealth Advisory, LLC1,121$255.2K0.10%+1,121New
One Day In July LLC1,118$254.6K0.03%−75−6.3%Reduced
ISAM Funds (UK) Ltd1,118$254.6K0.15%+1,118New
Rosenberg Matthew Hamilton1,116$254.0K0.07%−24−2.1%Reduced
Silvia McColl Wealth Management, LLC1,165$253.6K0.22%00.0%Unchanged
Delta Financial Advisors LLC1,111$253.1K0.10%00.0%Unchanged
Capital Market Strategies LLC1,111$253.0K0.19%+8+0.7%Added
Obsidian Personal Planning Solutions LLC1,077$252.1K0.17%+1,077New
Fenimore Asset Management Inc1,105$251.6K0.01%00.0%Unchanged
Reinhart Partners, Inc.1,100$250.5K0.01%00.0%Unchanged
StoneX Group Inc.1,095$249.3K0.02%−800−42.2%Reduced
Truvestments Capital LLC1,094$249.1K0.10%+129+13.4%Added
RAM Investment Partners, LLC1,089$248.0K0.08%+1,089New
Gryphon Financial Partners LLC1,089$248.0K0.04%−130−10.7%Reduced
Paragon Capital Management Ltd1,087$247.5K0.04%00.0%Unchanged
Colton Groome Financial Advisors, LLC1,086$247.3K0.10%00.0%Unchanged
Glass Jacobson Investment Advisors llc1,085$247.0K0.09%00.0%Unchanged
Howard Financial Services, Ltd.1,085$247.0K0.04%+1,085New
Fox Run Management, L.L.C.1,078$245.4K0.05%+1,078New
Ehrlich Financial Group1,078$245.4K0.21%+1,078New
Bristlecone Advisors, LLC1,076$245.0K0.02%00.0%Unchanged
Probity Advisors, Inc.1,075$244.8K0.05%−16−1.5%Reduced
Bullock Wealth Management Group1,072$244.0K0.16%+1,072New
Capital Wealth Planning, LLC1,069$243.4K0.00%+1,069New
Nadler Financial Group, Inc.1,067$242.9K0.03%+1,067New
PCA Investment Advisory Services Inc.1,066$242.8K0.14%+1,066New
New Covenant Trust Company, N.A.1,066$242.7K0.24%+1,066New
Rosenbaum Jay D.1,063$242.0K1.37%+1,063New
Kathmere Capital Management, LLC1,062$241.8K0.03%+1,062New
Mattern Capital Management, LLC1,057$240.7K0.03%+1,057New
Blodgett Wealth Advisors, LLC1,056$240.5K0.22%+1,056New
Tactive Advisors, LLC1,050$239.1K0.13%+1,050New
Greenwich Wealth Management LLC1,051$239.0K0.02%−50−4.5%Reduced
CJM Wealth Advisers, Ltd.1,049$238.8K0.09%+1,049New
AJOVista, LLC1,048$238.6K0.65%00.0%Unchanged
Shepherd Financial Partners LLC1,047$238.4K0.03%+1,047New
Capital Advisors, Ltd. LLC1,047$238.0K0.03%+7+0.7%Added
Willner & Heller, LLC1,044$237.7K0.24%+1,044New
Vista Investment Management1,043$237.5K0.10%−43−4.0%Reduced
Independence Bank of Kentucky1,040$236.8K0.07%−25−2.3%Reduced