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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
BKM Wealth Management, LLC0$00.00%−150−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−150−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−145−100.0%Sold out
Level Financial Advisors, Inc.0$00.00%−105−100.0%Sold out
CGC Financial Services, LLC0$00.00%−95−100.0%Sold out
PSI Advisors, LLC0$00.00%−85−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−71−100.0%Sold out
Highlander Capital Management, LLC0$00.00%–Sold out
Arlington Partners LLC0$00.00%−64−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−52−100.0%Sold out
O'Dell Group, LLC0$00.00%−37−100.0%Sold out
Lowe Wealth Advisors, LLC0$00.00%−20−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−14−100.0%Sold out
M&G Investment Management Ltd––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Bartlett & Co. LLC––––Not filed
Strategic Wealth Designers––––Not filed
Putnam Investments LLC––––Not filed
Sawtooth Solutions, LLC––––Not filed
Traverso Chambers Private Wealth Management, LLC––––Not filed
Focus Financial Network Inc––––Not filed
Telemus Capital, LLC––––Not filed
Lee Danner & Bass Inc––––Not filed
Wade G W & Inc––––Not filed
DFPG Investments, LLC––––Not filed
Platform Technology Partners––––Not filed
Wealthsource Partners, LLC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Provence Wealth Management Group––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Baystate Wealth Management LLC––––Not filed
StrategIQ Financial Group, LLC––––Not filed
Columbia Trust Co 01012016––––Not filed
Golden State Equity Partners––––Not filed
Westwood Management Corp––––Not filed
Alan B. Lancz & Associates, Inc.––––Not filed
Spartan Planning & Wealth Management––––Not filed
Day & Ennis, LLC––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Coppell Advisory Solutions LLC––––Not filed
DB Wealth Management Group, LLC––––Not filed
Nalls Sherbakoff Group, LLC––––Not filed