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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 24,656 | $5.61M | 0.08% | +1,626+7.1% | Added |
| Raymond James Trust N.A. | 24,518 | $5.58M | 0.14% | +190+0.8% | Added |
| NatWest Group plc | 24,286 | $5.53M | 2.13% | +24,286 | New |
| Concentric Wealth Management, LLC | 24,271 | $5.53M | 1.47% | −90.0% | Reduced |
| Bremer Bank National Association | 24,232 | $5.52M | 1.02% | +2,626+12.2% | Added |
| Venture Visionary Partners LLC | 24,194 | $5.51M | 0.26% | +1,260+5.5% | Added |
| Steel Peak Wealth Management LLC | 23,893 | $5.44M | 0.28% | +20,820+677.5% | Added |
| SpiderRock Advisors, LLC | 24,532 | $5.42M | 0.18% | +24,532 | New |
| Mirabaud Asset Management Ltd | 23,656 | $5.39M | 2.18% | −22,584−48.8% | Reduced |
| E. Ohman J:or Asset Management AB | 23,600 | $5.37M | 0.14% | −1,300−5.2% | Reduced |
| First Hawaiian Bank | 23,487 | $5.35M | 0.17% | −454−1.9% | Reduced |
| Jump Financial, LLC | 23,461 | $5.34M | 0.15% | +23,461 | New |
| Central Pacific Bank - Trust Division | 23,375 | $5.32M | 0.66% | +23,375 | New |
| GYL Financial Synergies, LLC | 23,364 | $5.32M | 0.42% | −509−2.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,313 | $5.31M | 0.57% | −84−0.4% | Reduced |
| Wisconsin Capital Management LLC | 23,277 | $5.30M | 2.78% | +119+0.5% | Added |
| Sandhill Capital Partners LLC | 23,213 | $5.29M | 0.42% | −390−1.7% | Reduced |
| Metropolitan Life Insurance Co | 23,065 | $5.25M | 0.23% | −368−1.6% | Reduced |
| Trust Co of Vermont | 23,058 | $5.25M | 0.29% | +8,694+60.5% | Added |
| Freestone Capital Holdings, LLC | 23,047 | $5.25M | 0.20% | −800−3.4% | Reduced |
| RBF Capital, LLC | 23,000 | $5.24M | 0.29% | 00.0% | Unchanged |
| Grassi Investment Management | 22,960 | $5.23M | 0.47% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 22,825 | $5.20M | 0.08% | +1,575+7.4% | Added |
| Hutner Capital Management Inc | 22,777 | $5.19M | 2.81% | +171+0.8% | Added |
| Synovus Financial Corp | 22,729 | $5.18M | 0.07% | −330−1.4% | Reduced |
| Capital Markets Trading UK LLP | 22,542 | $5.13M | 3.72% | +21,223+1,609.0% | Added |
| Community Financial Services Group, LLC | 22,513 | $5.13M | 1.17% | +22,513 | New |
| Birmingham Capital Management Co Inc | 22,491 | $5.12M | 1.88% | −1,108−4.7% | Reduced |
| Milestone Asset Management, LLC | 22,260 | $5.07M | 1.45% | +22,260 | New |
| Naples Global Advisors, LLC | 22,199 | $5.05M | 0.52% | −92−0.4% | Reduced |
| Family Management Corp | 22,170 | $5.05M | 0.93% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 22,149 | $5.04M | 1.96% | +22,149 | New |
| Oppenheimer Asset Management Inc. | 22,119 | $5.04M | 0.07% | −4,162−15.8% | Reduced |
| Boulder Hill Capital Management LP | 22,100 | $5.03M | 2.07% | +22,100 | New |
| Benson Investment Management Company, Inc. | 22,047 | $5.02M | 2.14% | −928−4.0% | Reduced |
| Chapman Investment Management, LLC | 21,935 | $4.99M | 3.68% | −399−1.8% | Reduced |
| Empirical Finance, LLC | 21,877 | $4.98M | 0.31% | +689+3.3% | Added |
| EP Wealth Advisors, LLC | 21,863 | $4.98M | 0.06% | +258+1.2% | Added |
| Plato Investment Management Ltd | 21,806 | $4.97M | 0.51% | +20,211+1,267.1% | Added |
| Trinity Legacy Partners, LLC | 21,680 | $4.94M | 1.45% | −2,496−10.3% | Reduced |
| Stonegate Investment Group, LLC | 21,651 | $4.93M | 0.15% | −121−0.6% | Reduced |
| Fiduciary Group LLC | 21,508 | $4.90M | 0.53% | −259−1.2% | Reduced |
| Chicago Trust Co NA | 21,496 | $4.89M | 1.01% | +243+1.1% | Added |
| Agf Management Ltd | 27,869 | $4.89M | 0.03% | −51,401−64.8% | Reduced |
| TownSquare Capital, LLC | 21,445 | $4.88M | 0.07% | +1,089+5.3% | Added |
| Greenleaf Trust | 21,213 | $4.83M | 0.04% | +80.0% | Added |
| Brevan Howard Capital Management LP | 21,098 | $4.80M | 0.44% | +18,214+631.6% | Added |
| BFSG, LLC | 21,092 | $4.80M | 0.64% | −32−0.2% | Reduced |
| Integrated Advisors Network LLC | 21,008 | $4.78M | 0.24% | −375−1.8% | Reduced |
| Montag A & Associates Inc | 20,972 | $4.78M | 0.24% | +8,177+63.9% | Added |
| Salvus Wealth Management, LLC | 20,916 | $4.76M | 3.25% | −230−1.1% | Reduced |
| CWM, LLC | 20,902 | $4.76M | 0.02% | +1,799+9.4% | Added |
| Northstar Group, Inc. | 20,829 | $4.74M | 0.93% | +930+4.7% | Added |
| LaFleur & Godfrey LLC | 20,764 | $4.73M | 0.70% | −50−0.2% | Reduced |
| Intech Investment Management LLC | 20,670 | $4.71M | 0.07% | −22,186−51.8% | Reduced |
| Snowden Capital Advisors LLC | 20,607 | $4.69M | 0.15% | +808+4.1% | Added |
| Stephens Inc | 20,568 | $4.68M | 0.07% | +298+1.5% | Added |
| Steward Partners Investment Solutions, LLC | 20,486 | $4.66M | 0.79% | +20,486 | New |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.58M | 1.67% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 20,094 | $4.58M | 0.05% | +1,805+9.9% | Added |
| Gilman Hill Asset Management, LLC | 20,068 | $4.57M | 0.82% | −469−2.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 20,427 | $4.55M | 2.15% | +200+1.0% | Added |
| Auto-Owners Insurance Co | 19,950 | $4.54M | 0.12% | 00.0% | Unchanged |
| Shell Asset Management Co | 19,435 | $4.50M | 0.20% | +670+3.6% | Added |
| Arjuna Capital | 19,753 | $4.50M | 1.28% | +12,102+158.2% | Added |
| NBT Bank N A | 19,672 | $4.48M | 0.33% | −173−0.9% | Reduced |
| LGT Group Foundation | 19,652 | $4.47M | 0.11% | −9,497−32.6% | Reduced |
| CSM Advisors, LLC | 19,505 | $4.44M | 0.29% | +970+5.2% | Added |
| Sumitomo Life Insurance Co | 19,490 | $4.44M | 0.12% | −588−2.9% | Reduced |
| Modera Wealth Management, LLC | 19,399 | $4.42M | 0.07% | +317+1.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19,306 | $4.40M | 1.76% | +19,306 | New |
| Kingsview Wealth Management, LLC | 19,178 | $4.37M | 0.11% | +107+0.6% | Added |
| Oliver Luxxe Assets LLC | 19,171 | $4.37M | 0.91% | −309−1.6% | Reduced |
| Morton Community Bank | 19,066 | $4.34M | 1.25% | +200+1.1% | Added |
| Insight Wealth Strategies, LLC | 19,047 | $4.34M | 0.64% | +8,001+72.4% | Added |
| Longbow Finance SA | 19,037 | $4.33M | 0.44% | +19,037 | New |
| Univest Financial Corp | 18,877 | $4.30M | 1.21% | −2,587−12.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,872 | $4.30M | 0.30% | −1,638−8.0% | Reduced |
| Veriti Management LLC | 18,857 | $4.29M | 0.32% | +1,465+8.4% | Added |
| Courier Capital LLC | 18,850 | $4.29M | 0.31% | −40−0.2% | Reduced |
| Gunderson Capital Management Inc. | 18,807 | $4.28M | 1.99% | +18,807 | New |
| Hodges Capital Management Inc. | 18,777 | $4.28M | 0.27% | −3,050−14.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,665 | $4.25M | 0.20% | −233−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,640 | $4.24M | 0.02% | +3,151+20.3% | Added |
| Olstein Capital Management, L.P. | 18,500 | $4.21M | 0.69% | −12,500−40.3% | Reduced |
| Buckhead Capital Management LLC | 18,444 | $4.20M | 1.42% | −97−0.5% | Reduced |
| NewEdge Wealth, LLC | 17,926 | $4.17M | 0.09% | +1,407+8.5% | Added |
| Everence Capital Management Inc | 18,254 | $4.16M | 0.27% | 00.0% | Unchanged |
| Park National Corp | 18,249 | $4.16M | 0.16% | −1,040−5.4% | Reduced |
| Elgethun Capital Management | 18,143 | $4.14M | 1.04% | +252+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,145 | $4.13M | 0.11% | −77−0.4% | Reduced |
| Selway Asset Management | 18,107 | $4.12M | 1.65% | −30−0.2% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 18,095 | $4.12M | 0.04% | −2,440−11.9% | Reduced |
| Mount Vernon Associates Inc | 18,091 | $4.12M | 3.50% | −55−0.3% | Reduced |
| Dakota Wealth Management | 18,052 | $4.11M | 0.10% | +13,489+295.6% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $4.10M | 1.26% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 17,987 | $4.10M | 0.11% | −1,003−5.3% | Reduced |
| WP Advisors, LLC | 17,984 | $4.09M | 1.34% | −259−1.4% | Reduced |
| Glenview Trust Co | 17,957 | $4.09M | 0.09% | +448+2.6% | Added |
| Callahan Advisors, LLC | 17,899 | $4.08M | 0.43% | −58−0.3% | Reduced |