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 |
|---|---|---|---|---|---|
| Pineridge Advisors LLC | 17 | $3.87K | 0.00% | −30−63.8% | Reduced |
| Carolina Wealth Advisors, LLC | 16 | $3.64K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 14 | $3.19K | 0.16% | −5−26.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 14 | $3.19K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $3.00K | 0.03% | 00.0% | Unchanged |
| Davis Capital Management | 13 | $2.96K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 11 | $2.63K | 0.00% | +11 | New |
| Aspect Partners, LLC | 9 | $2.05K | 0.00% | −6−40.0% | Reduced |
| Baldwin Brothers Inc | 8 | $1.82K | 0.00% | −147−94.8% | Reduced |
| Impact Partnership Wealth, LLC | 7 | $1.60K | 0.00% | −2,030−99.7% | Reduced |
| Tfo-TDC, LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $455 | 0.00% | +2 | New |
| Global Assets Advisory, LLC | 100,668 | $442 | 0.02% | +100,668 | New |
| FRG Family Wealth Advisors LLC | 1 | $234 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $16 | 0.00% | 0 | Unchanged |
| Par Capital Management Inc | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −151,056−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −107,217−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −93,406−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −80,573−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −77,505−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −71,604−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −69,871−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −52,240−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −35,872−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −28,661−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −28,287−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,805−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −25,720−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −17,989−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −12,621−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −11,142−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −9,659−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −9,505−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −9,423−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| OV Management LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,564−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −5,364−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Oak Grove Capital LLC | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,854−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,191−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −1,853−100.0% | Sold out |
| Keating Investment Counselors Inc | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| CapWealth Advisors, LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Wealth Advisors of Iowa, LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Kure Advisory, LLC | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| James J. Burns & Company, LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Farmers National Bank | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Edentree Asset Management Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Front Street Capital Management, Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| American State Bank (Iowa) | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ables, Iannone, Moore & Associates, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −168−100.0% | Sold out |