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; 3,021 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 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 840 | $190.9K | 0.03% | +20+2.4% | Added |
| Orion Capital Management LLC | 830 | $189.0K | 0.10% | −10−1.2% | Reduced |
| First Financial Corp | 827 | $188.3K | 0.10% | −279−25.2% | Reduced |
| New England Capital Financial Advisors LLC | 812 | $184.9K | 0.10% | −1,063−56.7% | Reduced |
| Mascoma Wealth Management LLC | 809 | $184.2K | 0.05% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 795 | $181.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 783 | $178.2K | 0.07% | +1+0.1% | Added |
| Providence Capital Advisors, LLC | 770 | $175.3K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 769 | $175.0K | 0.03% | +90+13.3% | Added |
| Semmax Financial Advisors Inc. | 725 | $173.1K | 0.06% | +564+350.3% | Added |
| Gilliland Jeter Wealth Management LLC | 759 | $172.8K | 0.06% | +759 | New |
| CNB Bank | 758 | $172.6K | 0.08% | 00.0% | Unchanged |
| Avalon Trust Co | 751 | $171.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 745 | $170.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 743 | $169.2K | 0.09% | +22+3.1% | Added |
| Cyrus J. Lawrence, LLC | 729 | $165.0K | 0.04% | +729 | New |
| ICA Group Wealth Management, LLC | 708 | $161.2K | 0.03% | +53+8.1% | Added |
| Westside Investment Management, Inc. | 693 | $157.8K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $157.0K | 0.06% | −70−9.2% | Reduced |
| First Community Trust NA | 685 | $156.0K | 0.15% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 682 | $155.3K | 0.03% | −1,786−72.4% | Reduced |
| Deseret Mutual Benefit Administrators | 677 | $154.1K | 0.08% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 666 | $151.7K | 0.04% | −221−24.9% | Reduced |
| Bruce G. Allen Investments, LLC | 661 | $150.5K | 0.12% | −35−5.0% | Reduced |
| Avion Wealth | 655 | $150.0K | 0.04% | +4+0.6% | Added |
| Versant Capital Management, Inc | 658 | $149.8K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $145.7K | 0.09% | 00.0% | Unchanged |
| WealthCollab, LLC | 638 | $145.3K | 0.11% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 634 | $144.4K | 0.10% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 633 | $144.1K | 0.04% | −16−2.5% | Reduced |
| Hillsdale Investment Management Inc. | 628 | $143.0K | 0.01% | +560+823.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 600 | $141.8K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 604 | $137.5K | 0.02% | +3+0.5% | Added |
| Security National Bank | 600 | $136.6K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $136.6K | 0.06% | +222+58.7% | Added |
| West Paces Advisors Inc. | 584 | $133.0K | 0.04% | +72+14.1% | Added |
| First Pacific Financial | 572 | $130.1K | 0.04% | +9+1.6% | Added |
| Westchester Capital Management, Inc. | 560 | $127.5K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 521 | $118.5K | 0.06% | +521 | New |
| AlphaMark Advisors, LLC | 518 | $118.0K | 0.04% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 512 | $116.5K | 0.05% | −128−20.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 505 | $115.0K | 0.01% | −19−3.6% | Reduced |
| Marshall Wace, LLP | 500 | $113.8K | 0.00% | −2,203−81.5% | Reduced |
| Core Wealth Advisors, Inc. | 497 | $113.2K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 496 | $112.9K | 0.04% | +66+15.3% | Added |
| Sound Income Strategies, LLC | 496 | $112.8K | 0.01% | +157+46.3% | Added |
| Birchbrook, Inc. | 492 | $112.0K | 0.07% | −42−7.9% | Reduced |
| Tidemark, LLC | 486 | $110.6K | 0.06% | +171+54.3% | Added |
| Bogart Wealth, LLC | 483 | $110.1K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 473 | $107.7K | 0.08% | −60−11.3% | Reduced |
| Concord Wealth Partners | 471 | $107.2K | 0.02% | +30+6.8% | Added |
| Rise Advisors, LLC | 470 | $107.1K | 0.06% | +310+193.8% | Added |
| JCIC Asset Management Inc. | 470 | $107.0K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 450 | $102.5K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 440 | $101.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $100.2K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 440 | $100.2K | 0.07% | +80+22.2% | Added |
| Planning Capital Management Corp | 434 | $98.8K | 0.07% | −110−20.2% | Reduced |
| Creekmur Asset Management LLC | 426 | $97.0K | 0.03% | +256+150.6% | Added |
| Bay Harbor Wealth Management, LLC | 416 | $94.7K | 0.03% | −5−1.2% | Reduced |
| AdvisorNet Financial, Inc | 409 | $93.2K | 0.01% | −126−23.6% | Reduced |
| Hantz Financial Services, Inc. | 408 | $93.0K | 0.00% | −197−32.6% | Reduced |
| Gleason Group, Inc. | 407 | $92.6K | 0.02% | +2+0.5% | Added |
| Fortitude Family Office, LLC | 402 | $91.5K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 401 | $91.3K | 0.02% | +401 | New |
| Logan Capital Management Inc | 400 | $91.1K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $91.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 384 | $87.4K | 0.03% | +29+8.2% | Added |
| Creative Financial Designs Inc | 383 | $87.1K | 0.01% | +1+0.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $85.2K | 0.03% | +49+15.1% | Added |
| Ironwood Wealth Management, Inc. | 377 | $82.3K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 359 | $81.7K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 359 | $81.7K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 355 | $80.8K | 0.05% | +50+16.4% | Added |
| Core Alternative Capital | 344 | $78.3K | 0.01% | −234−40.5% | Reduced |
| Financial Connections Group, Inc. | 334 | $77.0K | 0.08% | −1,500−81.8% | Reduced |
| Hollencrest Capital Management | 327 | $74.4K | 0.00% | −2,274−87.4% | Reduced |
| GoalVest Advisory LLC | 326 | $74.2K | 0.02% | +102+45.5% | Added |
| Private Wealth Management Group, LLC | 321 | $73.1K | 0.03% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 320 | $72.9K | 0.05% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 315 | $71.7K | 0.02% | +315 | New |
| EntryPoint Capital, LLC | 313 | $71.3K | 0.06% | +11+3.6% | Added |
| Old Point Trust & Financial Services N A | 302 | $68.8K | 0.02% | +302 | New |
| Naples Money Management LLC | 301 | $68.5K | 0.07% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 300 | $68.3K | 0.04% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 259 | $68.0K | 0.00% | +259 | New |
| Covestor Ltd | 295 | $67.0K | 0.04% | +2+0.7% | Added |
| Ritter Daniher Financial Advisory LLC | 293 | $66.7K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 286 | $65.1K | 0.01% | +52+22.2% | Added |
| Richardson Financial Services Inc. | 282 | $64.2K | 0.05% | +8+2.9% | Added |
| Brown Shipley& Co Ltd | 280 | $63.6K | 0.02% | +280 | New |
| Coston, McIsaac & Partners | 279 | $63.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 272 | $61.9K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 271 | $61.7K | 0.04% | −25−8.4% | Reduced |
| Hoese & Co LLP | 280 | $61.4K | 0.06% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 260 | $59.4K | 0.09% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 258 | $58.7K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 251 | $57.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 249 | $56.7K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 243 | $55.3K | 0.02% | 00.0% | Unchanged |