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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; 3,021 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.

Institutional holdersQ1 2024: 2,315 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: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 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 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$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
Rakuten Securities, Inc.232$52.8K0.02%+106+84.1%Added
Financial Perspectives, Inc230$52.4K0.02%−2−0.9%Reduced
Winthrop Capital Management, LLC230$52.0K0.02%00.0%Unchanged
Beacon Capital Management, LLC228$51.8K0.01%+141+162.1%Added
Northwest Investment Counselors, LLC226$51.5K0.01%+226New
LifeSteps Financial, Inc.225$51.2K0.04%+225New
Fairman Group, LLC220$50.1K0.05%−290−56.9%Reduced
Nixon Capital, LLC218$49.6K0.02%−70,211−99.7%Reduced
Glen Eagle Advisors, LLC211$48.0K0.01%00.0%Unchanged
LGT Financial Advisors LLC207$47.1K0.05%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.203$46.2K0.02%00.0%Unchanged
Chelsea Counsel Co200$45.5K0.03%00.0%Unchanged
Rocky Mountain Advisers, LLC200$45.5K0.01%00.0%Unchanged
Transcendent Capital Group LLC200$45.5K0.03%00.0%Unchanged
Ravenstone Capital Management Inc.200$45.5K0.03%00.0%Unchanged
CBIZ Investment Advisory Services, LLC200$45.5K0.00%+200New
Annapolis Financial Services, LLC199$45.3K0.01%+30+17.8%Added
Intelligent Financial Strategies194$44.2K0.03%+194New
GW&K Investment Management, LLC186$42.0K0.00%−4−2.1%Reduced
BNP Paribas175$39.8K0.00%+175New
Main Street Group, LTD172$39.2K0.02%+1+0.6%Added
Riverview Trust Co169$38.5K0.03%+169New
Pacifica Partners Inc.170$38.4K0.02%00.0%Unchanged
Abound Wealth Management165$37.6K0.01%+2+1.2%Added
WFA Asset Management Corp161$36.7K0.02%00.0%Unchanged
Custom Portfolio Group LLC156$35.5K0.03%00.0%Unchanged
Tradewinds Capital Management, LLC150$34.2K0.01%00.0%Unchanged
Tyler-Stone Wealth Management145$33.0K0.01%−10−6.5%Reduced
Credential Qtrade Securities Inc.143$32.6K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC135$30.7K0.00%00.0%Unchanged
Nordwand Advisors, LLC135$30.7K0.01%+8+6.3%Added
Scarborough Advisors, LLC133$30.2K0.01%+1+0.8%Added
Canton Hathaway, LLC130$30.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC130$29.6K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC130$29.6K0.01%+50+62.5%Added
Archer Investment Corp129$29.4K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC128$29.1K0.02%−26−16.9%Reduced
Sachetta, LLC153$28.7K0.01%00.0%Unchanged
Granite FO LLC104$26.7K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.116$26.4K0.01%00.0%Unchanged
Bray Capital Advisors108$24.6K0.01%00.0%Unchanged
Johnson Financial Group, Inc.105$23.9K0.00%−268−71.8%Reduced
Hallmark Capital Management Inc105$23.9K0.00%00.0%Unchanged
Caitlin John, LLC103$23.6K0.02%−66−39.1%Reduced
Albion Financial Group103$23.5K0.00%+3+3.0%Added
Front Row Advisors LLC103$23.5K0.01%+103New
Atticus Wealth Management, LLC100$22.8K0.01%−2,500−96.2%Reduced
Delos Wealth Advisors, LLC100$22.8K0.03%−100−50.0%Reduced
Stuart Chaussee & Associates, Inc.100$22.8K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC100$22.8K0.01%00.0%Unchanged
Operose Advisors LLC98$22.3K0.01%−135−57.9%Reduced
REAP Financial Group, LLC98$22.3K0.01%−46−31.9%Reduced
Park Place Capital Corp97$22.1K0.01%−61−38.6%Reduced
Investment Research & Advisory Group, Inc.96$21.9K0.01%+96New
Ruedi Wealth Management, Inc.90$20.5K0.01%+90New
Cedar Wealth Management, LLC89$20.3K0.01%+89New
JJJ Advisors Inc.88$20.0K0.00%00.0%Unchanged
Rogco, LP82$18.7K0.01%−105−56.1%Reduced
PFS Partners, LLC75$17.1K0.01%00.0%Unchanged
American Capital Advisory, LLC101$16.6K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC63$14.3K0.00%−42−40.0%Reduced
Dunhill Financial, LLC61$13.9K0.01%+8+15.1%Added
Frazier Financial Advisors, LLC58$13.2K0.01%+13+28.9%Added
Wetzel Investment Advisors, Inc.60$13.1K0.01%00.0%Unchanged
SJS Investment Consulting Inc.57$13.0K0.00%−1−1.7%Reduced
Activest Wealth Management56$12.8K0.01%+56New
Atwood & Palmer Inc52$11.8K0.00%+29+126.1%Added
Retirement Group, LLC50$11.4K0.00%00.0%Unchanged
ESL Trust Services, LLC50$11.4K0.00%+50New
CarsonAllaria Wealth Management, Ltd.47$10.8K0.01%00.0%Unchanged
Sofos Investments, Inc.49$10.8K0.00%+37+308.3%Added
Redmont Wealth Advisors LLC47$10.7K0.01%+47New
DiNuzzo Private Wealth, Inc.44$10.0K0.00%+1+2.3%Added
Horrell Capital Management, Inc.44$10.0K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co53$9.93K0.00%00.0%Unchanged
Stone House Investment Management, LLC42$9.63K0.00%00.0%Unchanged
HighMark Wealth Management LLC42$9.63K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC42$9.56K0.00%00.0%Unchanged
Valued Wealth Advisors LLC41$9.36K0.01%+2+5.1%Added
Carolinas Wealth Consulting LLC41$9.34K0.00%−9−18.0%Reduced
Robinswood Financial LLC41$9.33K0.00%00.0%Unchanged
Gables Capital Management Inc.40$9.11K0.01%00.0%Unchanged
Mendota Financial Group, LLC40$9.11K0.01%00.0%Unchanged
ClariVest Asset Management LLC40$9.11K0.00%+11+37.9%Added
Frank, Rimerman Advisors LLC38$8.65K0.00%00.0%Unchanged
Timber Creek Capital Management LLC35$7.97K0.00%00.0%Unchanged
Gold Investment Management Ltd.33$7.51K0.00%+8+32.0%Added
Red Tortoise LLC32$7.29K0.00%00.0%Unchanged
Hoey Investments, Inc30$6.83K0.00%−100−76.9%Reduced
Abich Financial Wealth Management LLC30$6.83K0.01%−44−59.5%Reduced
Financial Synergies Wealth Advisors, Inc.29$6.49K0.00%−4−12.1%Reduced
TSFG, LLC28$6.00K0.00%−18−39.1%Reduced
Transamerica Financial Advisors, Inc.23$6.00K0.00%+23New
True Wealth Design, LLC25$5.80K0.00%00.0%Unchanged
First United Bank Trust25$5.69K0.00%00.0%Unchanged
MidAtlantic Capital Management, Inc.22$5.01K0.00%00.0%Unchanged
Ogorek Anthony Joseph25$5.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC20$4.61K0.00%−46−69.7%Reduced
Insight Financial Services20$4.55K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC18$4.10K0.00%+2+12.5%Added