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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 17,886 | $4.07M | 1.03% | −7,192−28.7% | Reduced |
| Jag Capital Management, LLC | 17,870 | $4.07M | 0.58% | −9,180−33.9% | Reduced |
| Richard Bernstein Advisors LLC | 17,834 | $4.06M | 0.09% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 17,807 | $4.05M | 0.04% | −4,804−21.2% | Reduced |
| Stone Point Wealth LLC | 17,737 | $4.04M | 1.40% | −1,304−6.8% | Reduced |
| NorthRock Partners, LLC | 17,735 | $4.04M | 0.16% | +900+5.3% | Added |
| Condor Capital Management | 17,551 | $4.00M | 0.39% | −347−1.9% | Reduced |
| Bill Few Associates, Inc. | 17,510 | $3.99M | 1.62% | −195−1.1% | Reduced |
| Winton Group Ltd | 17,510 | $3.99M | 0.28% | +17,510 | New |
| New England Asset Management Inc | 17,500 | $3.98M | 0.62% | −5,300−23.2% | Reduced |
| Shelton Capital Management | 17,408 | $3.96M | 0.11% | +200+1.2% | Added |
| BCJ Capital Management, LLC | 17,311 | $3.94M | 0.31% | +17,311 | New |
| Hennion & Walsh Asset Management, Inc. | 17,303 | $3.94M | 0.21% | −1,106−6.0% | Reduced |
| NVWM, LLC | 17,292 | $3.94M | 1.08% | −411−2.3% | Reduced |
| Mathes Company, Inc. | 17,200 | $3.92M | 1.47% | −115−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 17,178 | $3.91M | 0.28% | +17,178 | New |
| Ballentine Partners, LLC | 17,160 | $3.91M | 0.07% | +1,336+8.4% | Added |
| Integrated Wealth Concepts LLC | 17,119 | $3.90M | 0.06% | +834+5.1% | Added |
| Pring Turner Capital Group Inc | 16,973 | $3.86M | 2.82% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 16,940 | $3.86M | 0.35% | −5,268−23.7% | Reduced |
| Park Avenue Securities LLC | 16,834 | $3.83M | 0.05% | +2,578+18.1% | Added |
| Resonant Capital Advisors, LLC | 16,821 | $3.83M | 0.33% | +61+0.4% | Added |
| Bridgewater Associates, LP | 16,806 | $3.83M | 0.02% | +7,079+72.8% | Added |
| Sendero Wealth Management, LLC | 16,748 | $3.81M | 0.66% | −3,332−16.6% | Reduced |
| Lodestone Wealth Management LLC | 16,543 | $3.77M | 1.99% | −144−0.9% | Reduced |
| TD Private Client Wealth LLC | 16,522 | $3.76M | 0.12% | +2,975+22.0% | Added |
| Nemes Rush Group LLC | 16,520 | $3.76M | 0.54% | −144−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,480 | $3.75M | 0.08% | −765−4.4% | Reduced |
| Bulltick Wealth Management, LLC | 16,356 | $3.72M | 0.78% | +1,608+10.9% | Added |
| Valeo Financial Advisors, LLC | 15,404 | $3.68M | 0.13% | −213−1.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 16,155 | $3.68M | 0.25% | +14,671+988.6% | Added |
| Boston Private Wealth LLC | 16,133 | $3.67M | 0.08% | +474+3.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,108 | $3.67M | 0.10% | +26+0.2% | Added |
| Brave Asset Management Inc | 16,009 | $3.65M | 0.95% | −29−0.2% | Reduced |
| Valicenti Advisory Services Inc | 15,765 | $3.59M | 1.00% | +1,335+9.3% | Added |
| Lincoln Capital LLC | 15,733 | $3.58M | 0.80% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 15,720 | $3.58M | 0.20% | −2,421−13.3% | Reduced |
| Empire Financial Management Company, LLC | 15,595 | $3.55M | 1.17% | +182+1.2% | Added |
| Avantax Advisory Services, Inc. | 15,508 | $3.53M | 0.03% | −2,158−12.2% | Reduced |
| Rakuten Investment Management, Inc. | 15,474 | $3.52M | 0.03% | +14,014+959.9% | Added |
| Beese Fulmer Investment Management, Inc. | 15,453 | $3.52M | 0.33% | −81−0.5% | Reduced |
| Strata Wealth Advisors, LLC | 15,412 | $3.51M | 1.23% | −2,067−11.8% | Reduced |
| Caldwell Trust Co | 15,402 | $3.51M | 0.41% | +3,659+31.2% | Added |
| Pettee Investors, Inc. | 15,366 | $3.50M | 1.48% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 15,317 | $3.49M | 0.17% | +12,343+415.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,160 | $3.45M | 1.48% | −230−1.5% | Reduced |
| Connable Office Inc | 15,149 | $3.45M | 0.39% | −2,654−14.9% | Reduced |
| Compass Wealth Management LLC | 15,068 | $3.43M | 0.86% | −16−0.1% | Reduced |
| Investment Management Corp of Ontario | 14,841 | $3.38M | 0.10% | −52,771−78.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,808 | $3.37M | 0.17% | +1,030+7.5% | Added |
| William Allan, LLC | 14,801 | $3.37M | 2.24% | +40.0% | Added |
| Canandaigua National Bank & Trust Co | 14,793 | $3.37M | 0.50% | −1,592−9.7% | Reduced |
| Wynn Capital, LLC | 14,673 | $3.34M | 2.58% | +358+2.5% | Added |
| Schechter Investment Advisors, LLC | 14,614 | $3.33M | 0.25% | +2,392+19.6% | Added |
| Kanawha Capital Management LLC | 14,550 | $3.31M | 0.26% | −20.0% | Reduced |
| Benedict Financial Advisors Inc | 14,508 | $3.30M | 0.84% | +724+5.3% | Added |
| Evercore Wealth Management, LLC | 14,485 | $3.30M | 0.05% | −279−1.9% | Reduced |
| Aviance Capital Partners, LLC | 14,391 | $3.28M | 0.49% | +2,000+16.1% | Added |
| Townsend & Associates, Inc | 13,656 | $3.26M | 0.38% | −372−2.7% | Reduced |
| Intrinsic Value Partners, LLC | 14,330 | $3.26M | 3.48% | −319−2.2% | Reduced |
| Conscious Wealth Investments, LLC | 14,935 | $3.26M | 2.48% | +323+2.2% | Added |
| Webster Bank, N. A. | 14,299 | $3.26M | 0.36% | +259+1.8% | Added |
| TCTC Holdings, LLC | 14,258 | $3.25M | 0.11% | +420+3.0% | Added |
| Simplicity Wealth,LLC | 14,225 | $3.24M | 0.08% | +14,225 | New |
| ProVise Management Group, LLC | 14,168 | $3.23M | 0.28% | −6,534−31.6% | Reduced |
| Apollon Wealth Management, LLC | 14,135 | $3.22M | 0.10% | +930+7.0% | Added |
| Insigneo Advisory Services, LLC | 14,108 | $3.21M | 0.38% | +2,199+18.5% | Added |
| Brendel Financial Advisors LLC | 14,021 | $3.19M | 3.65% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 13,973 | $3.18M | 0.93% | +13,673+4,557.7% | Added |
| Equitable Holdings, Inc. | 13,966 | $3.18M | 0.04% | −43−0.3% | Reduced |
| Lakeview Capital Partners, LLC | 13,946 | $3.18M | 0.52% | −3,219−18.8% | Reduced |
| Caliber Wealth Management, LLC | 13,837 | $3.15M | 1.68% | +86+0.6% | Added |
| Investment Advisory Services Inc | 13,777 | $3.14M | 1.15% | −402−2.8% | Reduced |
| National Asset Management, Inc. | 20,952 | $3.13M | 0.08% | +699+3.5% | Added |
| Ostrum Asset Management | 13,683 | $3.12M | 0.25% | −2,356−14.7% | Reduced |
| Chartwell Investment Partners, LLC | 13,654 | $3.11M | 0.11% | −1,033−7.0% | Reduced |
| NEOS Investment Management LLC | 13,645 | $3.11M | 0.19% | +1,273+10.3% | Added |
| Tower Bridge Advisors | 13,627 | $3.10M | 0.32% | −1,450−9.6% | Reduced |
| South State Corp. | 13,623 | $3.10M | 0.24% | +480+3.7% | Added |
| Teamwork Financial Advisors, LLC | 13,485 | $3.07M | 0.47% | +723+5.7% | Added |
| Grandfield & Dodd, LLC | 13,480 | $3.07M | 0.19% | −320−2.3% | Reduced |
| West Oak Capital, LLC | 13,477 | $3.07M | 1.31% | +260+2.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,479 | $3.07M | 0.75% | +1,892+16.3% | Added |
| Ossiam | 13,474 | $3.07M | 0.05% | −12,587−48.3% | Reduced |
| Fort Sheridan Advisors LLC | 13,457 | $3.06M | 0.58% | −225−1.6% | Reduced |
| CAPROCK Group, Inc. | 13,404 | $3.05M | 0.17% | −13−0.1% | Reduced |
| Vinva Investment Management Ltd | 13,401 | $3.05M | 0.18% | +3,438+34.5% | Added |
| Welch Group, LLC | 13,342 | $3.04M | 0.15% | 00.0% | Unchanged |
| Lincoln National Corp | 13,320 | $3.03M | 0.05% | +30.0% | Added |
| Foundations Investment Advisors, LLC | 13,307 | $3.03M | 0.08% | +3,056+29.8% | Added |
| Greenfield Savings Bank | 13,219 | $3.01M | 1.58% | −221−1.6% | Reduced |
| Profund Advisors LLC | 13,192 | $3.00M | 0.12% | +891+7.2% | Added |
| Smith, Salley & Associates | 13,183 | $3.00M | 0.23% | +89+0.7% | Added |
| Signaturefd, LLC | 13,156 | $3.00M | 0.06% | +513+4.1% | Added |
| Change Path, LLC | 13,099 | $2.98M | 0.12% | +2,428+22.8% | Added |
| Eads & Heald Wealth Management | 13,082 | $2.98M | 1.39% | −1,276−8.9% | Reduced |
| Proequities, Inc. | 13,078 | $2.98M | 0.19% | −702−5.1% | Reduced |
| Colonial Trust Co | 13,042 | $2.97M | 0.56% | −323−2.4% | Reduced |
| Herbst Group, LLC | 12,956 | $2.95M | 1.83% | +250+2.0% | Added |
| Qsemble Capital Management, LP | 12,942 | $2.95M | 0.64% | +12,942 | New |