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
- 2,316
- +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
- 765 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 37,692 | $8.58M | 0.10% | −2,047−5.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 37,567 | $8.55M | 0.58% | −770−2.0% | Reduced |
| Central Trust Co | 37,426 | $8.52M | 0.21% | −2,917−7.2% | Reduced |
| Silicon Valley Capital Partners | 37,074 | $8.44M | 1.26% | +4,125+12.5% | Added |
| Girard Partners Ltd. | 37,005 | $8.43M | 0.79% | +452+1.2% | Added |
| Hartford Investment Management Co | 36,977 | $8.42M | 0.30% | −1,822−4.7% | Reduced |
| Buckingham Capital Management, Inc. | 36,551 | $8.32M | 1.02% | +7,522+25.9% | Added |
| Winslow Asset Management Inc | 36,385 | $8.29M | 1.56% | +250+0.7% | Added |
| Tiaa Trust, National Association | 36,087 | $8.22M | 0.03% | −345−0.9% | Reduced |
| Verition Fund Management LLC | 36,049 | $8.21M | 0.08% | +29,588+457.9% | Added |
| Fishman Jay A Ltd | 35,960 | $8.19M | 0.90% | +35,960 | New |
| NWF Advisory Services Inc. | 35,710 | $8.13M | 1.36% | +87+0.2% | Added |
| Banque Cantonale Vaudoise | 35,672 | $8.12M | 0.32% | −952−2.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 35,643 | $8.12M | 3.02% | −663−1.8% | Reduced |
| Bayesian Capital Management, LP | 35,606 | $8.11M | 0.77% | +35,606 | New |
| Cubic Asset Management, LLC | 35,433 | $8.07M | 1.91% | −672−1.9% | Reduced |
| Highland Capital Management, LLC | 35,108 | $7.99M | 0.46% | −370−1.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 34,805 | $7.92M | 0.12% | −869−2.4% | Reduced |
| Independent Advisor Alliance | 34,721 | $7.91M | 0.29% | +187+0.5% | Added |
| Asset Dedication, LLC | 34,670 | $7.91M | 0.59% | −445−1.3% | Reduced |
| DCM Advisors, LLC | 34,710 | $7.90M | 3.26% | −2,538−6.8% | Reduced |
| Cornerstone Advisors, LLC | 34,600 | $7.88M | 0.33% | −3,600−9.4% | Reduced |
| Meyer Handelman Co | 34,500 | $7.86M | 0.28% | 00.0% | Unchanged |
| SP Asset Management LLC | 34,467 | $7.85M | 0.73% | −187−0.5% | Reduced |
| Rodgers Brothers Inc. | 34,333 | $7.82M | 1.07% | +175+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 34,230 | $7.79M | 0.86% | +1,752+5.4% | Added |
| KMG Fiduciary Partners, LLC | 34,163 | $7.78M | 0.81% | +10,368+43.6% | Added |
| Unison Asset Management LLC | 33,822 | $7.70M | 4.03% | −272−0.8% | Reduced |
| Securian Asset Management, Inc | 33,682 | $7.67M | 0.22% | −2,779−7.6% | Reduced |
| D.A. Davidson & Co. | 33,652 | $7.66M | 0.07% | −8,534−20.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,522 | $7.63M | 2.38% | +53+0.2% | Added |
| Pacific Global Investment Management CO | 33,462 | $7.62M | 1.46% | −560−1.6% | Reduced |
| Louisiana State Employees Retirement System | 33,300 | $7.58M | 0.15% | −1,500−4.3% | Reduced |
| St Germain D J Co Inc | 33,221 | $7.56M | 0.37% | −5,690−14.6% | Reduced |
| 1st Source Bank | 33,167 | $7.55M | 0.44% | −2,427−6.8% | Reduced |
| Eastern Bank | 33,009 | $7.52M | 0.31% | −2,492−7.0% | Reduced |
| Prio Wealth Limited Partnership | 32,888 | $7.49M | 0.22% | −1,409−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 32,826 | $7.47M | 0.18% | +1,123+3.5% | Added |
| Legacy Trust | 32,637 | $7.43M | 1.85% | −100.0% | Reduced |
| LB Partners LLC | 32,000 | $7.29M | 7.50% | −8,000−20.0% | Reduced |
| Atlantic Union Bankshares Corp | 31,851 | $7.25M | 0.61% | −1,337−4.0% | Reduced |
| Letson Investment Management, Inc. | 31,847 | $7.25M | 3.07% | +25+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 31,767 | $7.23M | 0.08% | +1,334+4.4% | Added |
| Wellington Shields Capital Management, LLC | 31,750 | $7.23M | 1.36% | −1,321−4.0% | Reduced |
| Ceera Investments, LLC | 31,648 | $7.21M | 3.16% | −50.0% | Reduced |
| Guardian Capital Advisors LP | 33,101 | $7.21M | 0.78% | −1,064−3.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $7.20M | 0.91% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 31,364 | $7.14M | 0.05% | −12,771−28.9% | Reduced |
| Natixis | 31,276 | $7.12M | 0.04% | −44,698−58.8% | Reduced |
| Clearstead Advisors, LLC | 29,558 | $7.05M | 0.35% | −409−1.4% | Reduced |
| Wedbush Securities Inc | 30,966 | $7.05M | 0.26% | +1,301+4.4% | Added |
| Norinchukin Bank, The | 30,856 | $7.03M | 0.21% | −3,211−9.4% | Reduced |
| Pavion Blue Capital, LLC | 30,715 | $6.99M | 3.46% | −258−0.8% | Reduced |
| Stokes Capital Advisors, LLC | 30,592 | $6.97M | 2.03% | −983−3.1% | Reduced |
| Heritage Trust Co | 30,584 | $6.96M | 0.93% | −914−2.9% | Reduced |
| HighPoint Advisor Group LLC | 28,869 | $6.89M | 0.49% | −329−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 30,176 | $6.87M | 0.11% | −717−2.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 30,028 | $6.84M | 1.69% | +485+1.6% | Added |
| Long Corridor Asset Management Ltd | 30,000 | $6.83M | 6.06% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 29,947 | $6.82M | 0.09% | +984+3.4% | Added |
| Pinebridge Investments, L.P. | 29,693 | $6.76M | 0.05% | −239,870−89.0% | Reduced |
| Warther Private Wealth, LLC | 29,439 | $6.70M | 2.99% | −88−0.3% | Reduced |
| Toroso Investments, LLC | 29,218 | $6.65M | 0.11% | +11,184+62.0% | Added |
| New Mexico Educational Retirement Board | 28,963 | $6.59M | 0.24% | −2,000−6.5% | Reduced |
| Ziegler Capital Management, LLC | 28,953 | $6.59M | 0.25% | −9,931−25.5% | Reduced |
| Bouvel Investment Partners, LLC | 28,870 | $6.57M | 2.84% | −232−0.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 28,699 | $6.53M | 0.42% | +7,868+37.8% | Added |
| Hendershot Investments Inc. | 28,559 | $6.50M | 0.93% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 28,514 | $6.49M | 2.33% | +332+1.2% | Added |
| TrimTabs Asset Management, LLC | 28,277 | $6.44M | 1.61% | +2,102+8.0% | Added |
| Coastal Investment Advisors, Inc. | 27,879 | $6.35M | 1.31% | +950+3.5% | Added |
| Metis Global Partners, LLC | 27,677 | $6.30M | 0.23% | −537−1.9% | Reduced |
| Avitas Wealth Management LLC | 27,587 | $6.28M | 0.95% | +361+1.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $6.26M | 0.40% | −10,000−26.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 27,385 | $6.24M | 0.64% | −40.0% | Reduced |
| Advisory Services Network, LLC | 27,281 | $6.21M | 0.14% | +2,748+11.2% | Added |
| Cary Street Partner Investment Advisory LLC | 27,202 | $6.19M | 0.26% | −76−0.3% | Reduced |
| First Interstate Bank | 27,040 | $6.16M | 0.43% | −1,838−6.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $6.15M | 0.08% | 00.0% | Unchanged |
| Bensler, LLC | 26,591 | $6.05M | 0.88% | +1,584+6.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,462 | $6.03M | 0.11% | −390−1.5% | Reduced |
| Assenagon Asset Management S.A. | 26,312 | $5.99M | 0.02% | −2,498−8.7% | Reduced |
| Fundamentun, LLC | 26,150 | $5.95M | 0.58% | +780+3.1% | Added |
| AMG National Trust Bank | 26,084 | $5.94M | 0.17% | +584+2.3% | Added |
| Arcadia Investment Management Corp | 25,975 | $5.91M | 1.05% | −2,189−7.8% | Reduced |
| Roundview Capital LLC | 25,899 | $5.90M | 0.48% | −419−1.6% | Reduced |
| Quantinno Capital Management LP | 25,880 | $5.89M | 0.13% | +4,725+22.3% | Added |
| Foster Group, Inc. | 25,847 | $5.89M | 0.29% | +67+0.3% | Added |
| Reliant Investment Management, LLC | 25,722 | $5.86M | 2.75% | −325−1.2% | Reduced |
| Bokf, NA | 25,663 | $5.84M | 0.11% | −2,672−9.4% | Reduced |
| Adviser Investments LLC | 25,615 | $5.83M | 0.08% | +926+3.8% | Added |
| Adalta Capital Management LLC | 25,615 | $5.83M | 3.22% | +547+2.2% | Added |
| Siemens Fonds Invest GmbH | 25,445 | $5.79M | 0.45% | −1,210−4.5% | Reduced |
| Coastline Trust Co | 25,405 | $5.78M | 0.70% | +3,239+14.6% | Added |
| Morningstar Investment Services LLC | 25,074 | $5.71M | 0.06% | −53,551−68.1% | Reduced |
| Silvant Capital Management LLC | 25,075 | $5.71M | 0.27% | +718+2.9% | Added |
| Bleichroeder LP | 25,000 | $5.69M | 1.42% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 24,914 | $5.67M | 0.27% | +187+0.8% | Added |
| Kingfisher Capital LLC | 24,827 | $5.65M | 1.36% | −77−0.3% | Reduced |
| Chatham Capital Group, Inc. | 24,804 | $5.65M | 1.04% | +645+2.7% | Added |