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 |
|---|---|---|---|---|---|
| Rehmann Capital Advisory Group | 12,924 | $2.94M | 0.22% | −1,204−8.5% | Reduced |
| Bleakley Financial Group, LLC | 12,887 | $2.93M | 0.08% | +525+4.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 12,863 | $2.93M | 1.97% | +28+0.2% | Added |
| Invesco, LLC | 12,818 | $2.92M | 1.24% | −657−4.9% | Reduced |
| Cito Capital Group, LLC | 12,800 | $2.91M | 1.19% | +50+0.4% | Added |
| Dynamic Advisor Solutions LLC | 12,793 | $2.91M | 0.10% | +5,928+86.4% | Added |
| CoreCap Advisors, LLC | 12,782 | $2.91M | 0.15% | +786+6.6% | Added |
| Coldstream Capital Management Inc | 12,772 | $2.91M | 0.07% | −210−1.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 12,765 | $2.91M | 0.31% | −1,942−13.2% | Reduced |
| Jacobi Capital Management LLC | 12,702 | $2.89M | 0.27% | −14−0.1% | Reduced |
| Insight Inv LLC | 12,681 | $2.89M | 2.51% | −15−0.1% | Reduced |
| Cullen Investment Group, Ltd. | 12,788 | $2.88M | 0.45% | −342−2.6% | Reduced |
| Peoples Financial Services Corp. | 12,647 | $2.88M | 1.25% | −924−6.8% | Reduced |
| Sawyer & Company, Inc | 12,645 | $2.88M | 1.15% | −200−1.6% | Reduced |
| L & S Advisors Inc | 12,576 | $2.86M | 0.32% | +12,576 | New |
| KCM Investment Advisors LLC | 12,502 | $2.85M | 0.11% | +1,959+18.6% | Added |
| Empowered Funds, LLC | 12,480 | $2.84M | 0.05% | +6,329+102.9% | Added |
| Tredje AP-fonden | 12,406 | $2.82M | 0.03% | −34,179−73.4% | Reduced |
| Ahl Investment Management, Inc. | 12,386 | $2.82M | 2.16% | −210−1.7% | Reduced |
| Impax Asset Management Group plc | 12,376 | $2.82M | 0.01% | −1,033−7.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 12,368 | $2.82M | 1.69% | −5,160−29.4% | Reduced |
| Quadrant Capital Group LLC | 12,358 | $2.81M | 0.22% | −646−5.0% | Reduced |
| SOL Capital Management CO | 12,348 | $2.81M | 0.35% | 00.0% | Unchanged |
| GTS Securities LLC | 12,343 | $2.81M | 0.08% | +8,320+206.8% | Added |
| Merit Financial Group, LLC | 12,132 | $2.80M | 0.07% | +6,064+99.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,274 | $2.79M | 0.39% | +1,406+12.9% | Added |
| JLB & Associates Inc | 12,256 | $2.79M | 0.37% | +2,177+21.6% | Added |
| Azimuth Capital Investment Management LLC | 12,210 | $2.78M | 0.11% | −3,581−22.7% | Reduced |
| Entropy Technologies, LP | 12,192 | $2.78M | 0.30% | +7,174+143.0% | Added |
| Rathbone Brothers plc | 12,177 | $2.77M | 0.02% | +1,365+12.6% | Added |
| Sequoia Financial Advisors, LLC | 12,122 | $2.76M | 0.03% | −2,728−18.4% | Reduced |
| Paloma Partners Management Co | 12,108 | $2.76M | 0.40% | +12,108 | New |
| AE Wealth Management LLC | 12,085 | $2.75M | 0.03% | −59,183−83.0% | Reduced |
| BNC Wealth Management, LLC | 12,063 | $2.75M | 1.17% | +263+2.2% | Added |
| Bank of Stockton | 12,033 | $2.74M | 0.85% | −369−3.0% | Reduced |
| Optimas Capital Ltd | 12,000 | $2.73M | 2.39% | −7,200−37.5% | Reduced |
| Independent Investors Inc | 12,000 | $2.73M | 0.65% | 00.0% | Unchanged |
| Scotia Capital Inc. | 11,953 | $2.72M | 0.02% | +261+2.2% | Added |
| Jefferies Financial Group Inc. | 11,900 | $2.71M | 0.05% | +1,717+16.9% | Added |
| First Dallas Securities Inc. | 11,899 | $2.71M | 1.25% | −1,475−11.0% | Reduced |
| Personal Cfo Solutions, LLC | 11,736 | $2.67M | 0.42% | −565−4.6% | Reduced |
| Principal Securities, Inc. | 11,682 | $2.66M | 0.08% | +1,353+13.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 11,681 | $2.66M | 0.64% | −47−0.4% | Reduced |
| Bull Street Advisors, LLC | 11,672 | $2.66M | 1.27% | −55−0.5% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $2.64M | 0.06% | 00.0% | Unchanged |
| Valueworks LLC | 11,584 | $2.64M | 0.86% | −94−0.8% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $2.64M | 0.83% | 00.0% | Unchanged |
| Boston Family Office LLC | 11,580 | $2.64M | 0.19% | −2,022−14.9% | Reduced |
| Fruth Investment Management | 11,550 | $2.63M | 0.67% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 11,530 | $2.63M | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 11,516 | $2.62M | 0.41% | −576−4.8% | Reduced |
| Haverford Trust Co | 11,508 | $2.62M | 0.03% | +280+2.5% | Added |
| BLB&B Advisors, LLC | 11,427 | $2.60M | 0.15% | −195−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 11,395 | $2.60M | 0.34% | +3,035+36.3% | Added |
| QV Investors Inc. | 11,310 | $2.58M | 0.22% | −220−1.9% | Reduced |
| Gotham Asset Management, LLC | 11,299 | $2.57M | 0.04% | +4,369+63.0% | Added |
| Worth Asset Management, LLC | 11,287 | $2.57M | 1.58% | +11,287 | New |
| Chicago Capital, LLC | 11,279 | $2.57M | 0.08% | +1,430+14.5% | Added |
| Leonteq Securities AG | 11,270 | $2.57M | 0.35% | +10,801+2,303.0% | Added |
| Fulton Bank, N.A. | 11,268 | $2.57M | 0.11% | +317+2.9% | Added |
| Private Wealth Partners, LLC | 11,213 | $2.55M | 0.20% | 00.0% | Unchanged |
| Vestcor Inc | 11,208 | $2.55M | 0.09% | −2,106−15.8% | Reduced |
| Two Sigma Advisers, LP | 11,200 | $2.55M | 0.01% | −38,400−77.4% | Reduced |
| Empower Advisory Group, LLC | 11,158 | $2.54M | 0.01% | −14−0.1% | Reduced |
| Alps Advisors Inc | 11,150 | $2.54M | 0.02% | −3,106−21.8% | Reduced |
| Columbia Asset Management | 13,539 | $2.54M | 0.52% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 11,087 | $2.52M | 1.28% | −46−0.4% | Reduced |
| Moody National Bank Trust Division | 11,043 | $2.51M | 0.20% | −654−5.6% | Reduced |
| Summit Trail Advisors, LLC | 11,041 | $2.51M | 0.07% | +3,295+42.5% | Added |
| Gifford Fong Associates | 11,000 | $2.50M | 0.69% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 10,984 | $2.50M | 1.18% | −64−0.6% | Reduced |
| Proficio Capital Partners LLC | 10,977 | $2.50M | 0.28% | +1,149+11.7% | Added |
| BKD Wealth Advisors, LLC | 10,972 | $2.50M | 0.06% | −336−3.0% | Reduced |
| Wilkins Investment Counsel Inc | 10,912 | $2.48M | 0.36% | +10,912 | New |
| Parallel Advisors, LLC | 10,884 | $2.48M | 0.07% | −83−0.8% | Reduced |
| Sigma Planning Corp | 10,854 | $2.47M | 0.08% | +5,115+89.1% | Added |
| St. Johns Investment Management Company, LLC | 10,754 | $2.45M | 1.17% | −447−4.0% | Reduced |
| Tudor Investment Corp Et Al | 10,735 | $2.44M | 0.03% | +10,735 | New |
| iA Global Asset Management Inc. | 10,671 | $2.43M | 0.05% | −7,887−42.5% | Reduced |
| Arete Wealth Advisors, LLC | 10,723 | $2.42M | 0.22% | +972+10.0% | Added |
| Gladstone Institutional Advisory LLC | 10,511 | $2.39M | 0.13% | −2,810−21.1% | Reduced |
| Wolverine Asset Management LLC | 10,419 | $2.37M | 0.05% | +10,419 | New |
| Badgley Phelps Wealth Managers, LLC | 10,418 | $2.37M | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,450 | $2.37M | 0.06% | +506+5.1% | Added |
| Ameritas Advisory Services, LLC | 10,228 | $2.37M | 0.10% | +6,413+168.1% | Added |
| Guardian Capital LP | 10,388 | $2.37M | 0.08% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 10,343 | $2.35M | 0.26% | −74−0.7% | Reduced |
| Prosperity Consulting Group, LLC | 10,330 | $2.35M | 0.29% | +5,979+137.4% | Added |
| AustralianSuper Pty Ltd | 10,250 | $2.33M | 0.01% | +10,250 | New |
| Xcel Wealth Management, LLC | 10,223 | $2.33M | 0.73% | −1,550−13.2% | Reduced |
| Mission Wealth Management, LP | 10,199 | $2.32M | 0.06% | +201+2.0% | Added |
| Hilltop Holdings Inc. | 10,190 | $2.32M | 0.26% | −7,970−43.9% | Reduced |
| Northstar Advisory Group, LLC | 9,652 | $2.31M | 1.40% | +7,963+471.5% | Added |
| Benjamin Edwards Inc | 10,092 | $2.30M | 0.46% | +2,430+31.7% | Added |
| Plimoth Trust Co LLC | 10,083 | $2.30M | 0.61% | −479−4.5% | Reduced |
| Argus Investors' Counsel, Inc. | 10,082 | $2.30M | 1.41% | −1,388−12.1% | Reduced |
| Cunning Capital Partners, LP | 10,070 | $2.29M | 1.27% | 00.0% | Unchanged |
| Bailard, Inc. | 10,039 | $2.29M | 0.06% | −1,628−14.0% | Reduced |
| Bigelow Investment Advisors, LLC | 10,031 | $2.28M | 1.12% | −158−1.6% | Reduced |
| DoubleLine ETF Adviser LP | 9,977 | $2.27M | 0.58% | +360+3.7% | Added |