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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Sarl | 2,384 | $646.5K | 0.02% | +1,009+73.4% | Added |
| Westbourne Investment Advisors, Inc. | 2,398 | $650.0K | 0.23% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $650.9K | 0.38% | −12−0.5% | Reduced |
| Confluence Investment Management LLC | 2,400 | $650.9K | 0.01% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,401 | $651.2K | 0.18% | +2,401 | New |
| LS Investment Advisors, LLC | 2,406 | $652.5K | 0.10% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,407 | $652.8K | 0.18% | +23+1.0% | Added |
| Wittenberg Investment Management, Inc. | 2,410 | $653.5K | 0.21% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,414 | $655.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,423 | $657.0K | 0.11% | +73+3.1% | Added |
| Stonebridge Capital Advisors LLC | 2,423 | $657.1K | 0.05% | +6+0.2% | Added |
| Auxano Advisors, LLC | 2,434 | $660.0K | 0.17% | +10+0.4% | Added |
| Raleigh Capital Management Inc. | 2,436 | $660.5K | 0.25% | +110+4.7% | Added |
| Breakwater Capital Group | 2,445 | $663.1K | 0.13% | −1,233−33.5% | Reduced |
| Tiemann Investment Advisors, LLC | 2,451 | $664.7K | 0.29% | −200−7.5% | Reduced |
| McLean Asset Management Corp | 2,412 | $665.7K | 0.20% | −92−3.7% | Reduced |
| MWA Asset Management | 2,456 | $666.1K | 0.44% | −25−1.0% | Reduced |
| Regatta Capital Group, LLC | 2,460 | $667.1K | 0.13% | −37−1.5% | Reduced |
| Simon Quick Advisors, LLC | 2,462 | $667.8K | 0.04% | +341+16.1% | Added |
| Tobam | 2,469 | $670.0K | 0.12% | +729+41.9% | Added |
| Marino, Stram & Associates LLC | 2,474 | $671.0K | 0.15% | +120+5.1% | Added |
| DT Investment Partners, LLC | 2,475 | $671.2K | 0.05% | +78+3.3% | Added |
| Catalyst Financial Partners LLC | 2,484 | $673.7K | 0.13% | +181+7.9% | Added |
| Prelude Capital Management, LLC | 2,485 | $673.9K | 0.05% | +70+2.9% | Added |
| Sage Capital Management, LLC | 2,494 | $676.3K | 0.32% | +10.0% | Added |
| Tompkins Financial Corp | 2,498 | $677.5K | 0.06% | −718−22.3% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $679.6K | 0.27% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,508 | $680.2K | 0.11% | −85−3.3% | Reduced |
| Burt Wealth Advisors | 2,515 | $682.1K | 0.17% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,516 | $682.4K | 0.31% | +1,377+120.9% | Added |
| 1858 Wealth Management, LLC | 2,520 | $683.4K | 0.56% | −26−1.0% | Reduced |
| Hunter Associates Investment Management LLC | 2,524 | $685.0K | 0.11% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 2,539 | $688.6K | 0.31% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 2,542 | $689.4K | 0.06% | +2,542 | New |
| Princeton Global Asset Management LLC | 2,550 | $691.6K | 0.13% | +181+7.6% | Added |
| Sippican Capital Advisors | 2,559 | $694.0K | 0.48% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,562 | $694.7K | 0.19% | +61+2.4% | Added |
| TNF LLC | 2,579 | $696.4K | 0.25% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,572 | $697.5K | 0.23% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,582 | $700.2K | 0.36% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,589 | $702.1K | 0.11% | +1,307+102.0% | Added |
| Signature Estate & Investment Advisors LLC | 2,595 | $703.8K | 0.02% | +57+2.2% | Added |
| Nilsine Partners, LLC | 2,596 | $704.0K | 0.09% | −285−9.9% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $705.1K | 0.18% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,600 | $705.1K | 0.13% | +50+2.0% | Added |
| Traphagen Investment Advisors LLC | 2,603 | $706.0K | 0.07% | +90+3.6% | Added |
| Fortune Financial Advisors, LLC | 2,615 | $709.2K | 0.64% | −141−5.1% | Reduced |
| FinTrust Capital Advisors, LLC | 2,625 | $711.9K | 0.12% | −26−1.0% | Reduced |
| Outfitter Financial LLC | 2,625 | $711.9K | 0.59% | 00.0% | Unchanged |
| Athena Investment Management | 2,627 | $712.4K | 0.41% | −48−1.8% | Reduced |
| REDW Wealth LLC | 2,631 | $713.5K | 0.18% | −42−1.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,637 | $715.0K | 0.17% | −82−3.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,640 | $716.0K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,655 | $720.0K | 0.05% | +108+4.2% | Added |
| RFP Financial Group LLC | 2,658 | $720.9K | 0.23% | −1,818−40.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,661 | $721.7K | 0.36% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 2,661 | $722.0K | 0.10% | −360−11.9% | Reduced |
| Tritonpoint Wealth, LLC | 2,664 | $722.1K | 0.07% | +95+3.7% | Added |
| Mechanics Bank Trust Department | 2,670 | $724.1K | 0.10% | +90+3.5% | Added |
| Custom Index Systems, LLC | 2,673 | $724.9K | 0.39% | +1,166+77.4% | Added |
| Weaver Capital Management LLC | 2,687 | $728.7K | 0.22% | +869+47.8% | Added |
| PFC Capital Group, Inc. | 2,700 | $732.0K | 0.35% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,706 | $734.0K | 0.05% | −21−0.8% | Reduced |
| Triangle Securities Wealth Management | 2,710 | $735.0K | 0.19% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,712 | $735.0K | 0.12% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,721 | $738.0K | 0.03% | −1,428−34.4% | Reduced |
| Midwest Financial Group LLC | 2,723 | $738.0K | 0.43% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,721 | $738.0K | 0.31% | +500+22.5% | Added |
| Millington Financial Advisors, LLC | 2,727 | $739.6K | 0.46% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,729 | $740.1K | 0.29% | −98−3.5% | Reduced |
| Revisor Wealth Management LLC | 2,747 | $745.0K | 0.47% | +16+0.6% | Added |
| Proficio Capital Partners LLC | 2,748 | $745.3K | 0.07% | −493−15.2% | Reduced |
| Engineers Gate Manager LP | 2,751 | $746.1K | 0.01% | −3,806−58.0% | Reduced |
| Guardian Wealth Advisors, LLC | 2,753 | $746.6K | 0.08% | +5+0.2% | Added |
| Legacy Financial Advisors, Inc. | 2,765 | $750.0K | 0.13% | +111+4.2% | Added |
| Cadent Capital Advisors, LLC | 2,767 | $750.3K | 0.25% | +606+28.0% | Added |
| Marietta Investment Partners LLC | 2,775 | $752.6K | 0.16% | +25+0.9% | Added |
| Bank Hapoalim BM | 2,778 | $753.0K | 0.11% | −92−3.2% | Reduced |
| Cozad Asset Management Inc | 2,777 | $753.1K | 0.07% | −302−9.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $754.8K | 0.09% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 2,787 | $755.8K | 0.26% | +125+4.7% | Added |
| Arrow Financial Corp | 2,789 | $756.4K | 0.07% | −4−0.1% | Reduced |
| Kearns & Associates LLC | 2,800 | $759.4K | 0.50% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $759.4K | 0.41% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $759.9K | 0.10% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,808 | $761.5K | 0.44% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,810 | $762.1K | 0.13% | +2,810 | New |
| Union Savings Bank | 2,822 | $765.3K | 0.38% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,833 | $768.3K | 0.07% | +65+2.3% | Added |
| Stonegate Investment Group, LLC | 2,838 | $769.6K | 0.02% | −8,274−74.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,842 | $770.8K | 0.26% | −40−1.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,845 | $771.6K | 0.04% | +764+36.7% | Added |
| VeraBank, N.A. | 2,848 | $772.4K | 0.23% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 2,851 | $773.2K | 0.01% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,857 | $774.9K | 0.19% | +253+9.7% | Added |
| Carnegie Capital Asset Management, LLC | 2,862 | $776.2K | 0.02% | +729+34.2% | Added |
| Hobbs Group Advisors, LLC | 2,863 | $776.4K | 0.28% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,886 | $782.8K | 0.05% | +21+0.7% | Added |
| SPC Financial, Inc. | 2,899 | $786.2K | 0.07% | −172−5.6% | Reduced |
| Essex Savings Bank | 2,900 | $786.4K | 0.20% | −111−3.7% | Reduced |