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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; 3,022 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, Q3 2024

Institutional positions in American Express Co as of Sep 30, 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
2,459
+136 vs. Q2 2024
Shares held
593.4M
+32.3M (+5.7%) vs. Q2 2024
Total value
$160.6B
+$30.7B (+23.6%) vs. Q2 2024
New holders
230
885 more added
Sold out
94
896 more reduced

26 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 2,459 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: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 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: 3,022 institutions
Value heldQ3 2024: $160.6B
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 20263,022$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 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$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, Q3 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2024.

Institutions holding AXP in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$210.00%0Unchanged
Mendota Financial Group, LLC1$2720.00%+1New
WestEnd Advisors, LLC4$1.08K0.00%+1+33.3%Added
Chesapeake Asset Management LLC5$1.36K0.00%+5New
Syntax Research, Inc.5$1.36K0.00%+5New
Uncommon Cents Investing LLC6$1.63K0.00%+6New
Transamerica Financial Advisors, Inc.5$2.00K0.00%+5New
Baldwin Brothers Inc8$2.17K0.00%−27−77.1%Reduced
Aspect Partners, LLC9$2.44K0.00%00.0%Unchanged
JDM Financial Group LLC9$2.44K0.00%+9New
FPC Investment Advisory, Inc.11$3.01K0.00%00.0%Unchanged
Pineridge Advisors LLC15$4.07K0.00%−6−28.6%Reduced
PayPay Securities Corp15$4.07K0.36%+3+25.0%Added
Insight Financial Services20$5.42K0.00%00.0%Unchanged
Your Advocates Ltd., LLP20$5.42K0.00%+20New
Winch Advisory Services, LLC20$5.51K0.00%00.0%Unchanged
Ogorek Anthony Joseph25$6.00K0.00%−9−26.5%Reduced
ClariVest Asset Management LLC27$6.23K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC24$6.51K0.01%−37−60.7%Reduced
Atwood & Palmer Inc24$6.51K0.00%+1+4.3%Added
First United Bank Trust25$6.78K0.00%00.0%Unchanged
Hoey Investments, Inc30$6.95K0.00%00.0%Unchanged
Caitlin John, LLC25$7.30K0.00%−101−80.2%Reduced
TSFG, LLC28$8.00K0.00%00.0%Unchanged
Hallmark Capital Management Inc30$8.14K0.00%−75−71.4%Reduced
Red Tortoise LLC32$8.68K0.00%00.0%Unchanged
Gold Investment Management Ltd.33$8.95K0.00%00.0%Unchanged
HBC Financial Services, PLLC36$9.00K0.01%+29+414.3%Added
LMR Partners LLP34$9.22K0.00%+34New
Davis Capital Management38$10.3K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC40$10.8K0.00%+40New
Robinswood Financial LLC41$11.1K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC41$11.1K0.01%−17−29.3%Reduced
Sugarloaf Wealth Management, LLC42$11.4K0.00%00.0%Unchanged
Stone House Investment Management, LLC42$11.5K0.00%00.0%Unchanged
HighMark Wealth Management LLC43$11.5K0.01%+1+2.4%Added
New Age Alpha Advisors, LLC44$11.9K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC44$11.9K0.01%+28+175.0%Added
Horrell Capital Management, Inc.44$12.0K0.00%00.0%Unchanged
Pacifica Partners Inc.45$12.2K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC45$12.2K0.00%+5+12.5%Added
Redmont Wealth Advisors LLC47$12.7K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.47$13.0K0.01%00.0%Unchanged
ESL Trust Services, LLC50$13.6K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$13.6K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC50$14.4K0.01%+50New
Legacy Wealth Managment, LLC50$14.4K0.01%+50New
SJS Investment Consulting Inc.55$14.9K0.00%−1−1.8%Reduced
Valued Wealth Advisors LLC55$14.9K0.01%+3+5.8%Added
Rogco, LP60$16.3K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC63$17.1K0.00%00.0%Unchanged
Dunhill Financial, LLC63$17.1K0.01%+1+1.6%Added
PFS Partners, LLC75$20.3K0.01%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd78$21.0K0.02%00.0%Unchanged
Cedar Wealth Management, LLC89$24.1K0.01%00.0%Unchanged
TruNorth Capital Management, LLC89$24.1K0.01%+22+32.8%Added
Ruedi Wealth Management, Inc.90$24.4K0.01%−4−4.3%Reduced
Investment Research & Advisory Group, Inc.99$26.8K0.01%+3+3.1%Added
Stuart Chaussee & Associates, Inc.100$27.1K0.01%00.0%Unchanged
Atticus Wealth Management, LLC100$27.1K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC100$27.1K0.02%00.0%Unchanged
Park Place Capital Corp100$27.1K0.01%00.0%Unchanged
Reuter James Wealth Management, LLC100$27.1K0.00%+100New
BBJS Financial Advisors, LLC100$27.2K0.01%00.0%Unchanged
American Capital Advisory, LLC101$27.3K0.02%00.0%Unchanged
REAP Financial Group, LLC102$27.7K0.01%+4+4.1%Added
Albion Financial Group103$27.9K0.00%00.0%Unchanged
Granite FO LLC104$28.2K0.02%+104New
Kennebec Savings Bank106$28.7K0.03%+106New
Bray Capital Advisors108$29.3K0.01%00.0%Unchanged
True Wealth Design, LLC108$29.4K0.01%+83+332.0%Added
DHJJ Financial Advisors, Ltd.116$31.5K0.01%−49−29.7%Reduced
Planned Solutions, Inc.124$33.6K0.01%+124New
Operose Advisors LLC128$34.7K0.01%+30+30.6%Added
Vermillion & White Wealth Management Group, LLC128$34.7K0.03%00.0%Unchanged
Canton Hathaway, LLC130$35.0K0.01%00.0%Unchanged
Archer Investment Corp129$35.1K0.01%00.0%Unchanged
Planning Capital Management Corp130$35.3K0.02%−304−70.0%Reduced
Raffa Wealth Management, LLC130$35.3K0.01%00.0%Unchanged
Main Street Group, LTD130$35.4K0.01%−1−0.8%Reduced
GPS Wealth Strategies Group, LLC135$36.6K0.00%00.0%Unchanged
Nordwand Advisors, LLC135$36.6K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.140$38.0K0.00%+140New
Activest Wealth Management157$42.6K0.01%−612−79.6%Reduced
Tradewinds Capital Management, LLC158$42.9K0.01%00.0%Unchanged
WFA Asset Management Corp162$43.9K0.02%00.0%Unchanged
Financial Connections Group, Inc.165$44.0K0.02%−169−50.6%Reduced
Mowery & Schoenfeld Wealth Management, LLC170$46.1K0.07%+170New
Capital Performance Advisors LLP176$47.6K0.01%+176New
Riverview Trust Co178$48.3K0.04%+9+5.3%Added
Intelligent Financial Strategies194$52.6K0.03%00.0%Unchanged
Annapolis Financial Services, LLC199$54.0K0.02%00.0%Unchanged
Chelsea Counsel Co200$54.2K0.03%00.0%Unchanged
Rocky Mountain Advisers, LLC200$54.2K0.02%00.0%Unchanged
CBIZ Investment Advisory Services, LLC200$54.2K0.00%00.0%Unchanged
Transcendent Capital Group LLC200$54.2K0.03%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.203$55.1K0.02%00.0%Unchanged
Talon Private Wealth, LLC209$56.7K0.01%+209New
BOK Financial Private Wealth, Inc.212$57.5K0.00%+198+1,414.3%Added
JNBA Financial Advisors214$58.0K0.01%−795−78.8%Reduced