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 |
|---|---|---|---|---|---|
| Legal Advantage Investments, Inc. | 2,900 | $786.5K | 0.43% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,909 | $788.9K | 0.12% | +42+1.5% | Added |
| Cambridge Advisors Inc. | 2,910 | $789.2K | 0.17% | −55−1.9% | Reduced |
| Twin Lakes Capital Management, LLC | 2,914 | $790.3K | 0.51% | +4+0.1% | Added |
| PDS Planning, Inc | 2,929 | $794.5K | 0.07% | +11+0.4% | Added |
| Centennial Bank | 2,931 | $794.9K | 0.36% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,933 | $795.3K | 0.04% | −20,744−87.6% | Reduced |
| Hendley & Co Inc | 2,950 | $800.0K | 0.28% | +450+18.0% | Added |
| Cidel Asset Management Inc | 2,959 | $802.5K | 0.06% | −266−8.2% | Reduced |
| Outlook Wealth Advisors, LLC | 2,974 | $806.6K | 0.23% | −66−2.2% | Reduced |
| Tradition Wealth Management, LLC | 2,977 | $807.5K | 0.07% | +20+0.7% | Added |
| SRN Advisors, LLC | 2,990 | $810.9K | 0.72% | −1,156−27.9% | Reduced |
| Parkside Investments, LLC | 3,000 | $813.6K | 0.12% | −500−14.3% | Reduced |
| Acima Private Wealth, LLC | 3,000 | $813.6K | 0.27% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $813.6K | 0.30% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,003 | $814.6K | 0.02% | +194+6.9% | Added |
| Advisor Resource Council | 3,006 | $815.2K | 0.37% | +3,006 | New |
| LongView Wealth Management | 3,011 | $816.6K | 0.26% | −27−0.9% | Reduced |
| Scissortail Wealth Management, LLC | 3 | $818.2K | 0.20% | −2,997−99.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,029 | $821.0K | 0.04% | −51−1.7% | Reduced |
| Portside Wealth Group, LLC | 3,030 | $821.7K | 0.14% | +158+5.5% | Added |
| Continuum Advisory, LLC | 2,853 | $822.6K | 0.11% | +829+41.0% | Added |
| Embree Financial Group | 3,034 | $822.7K | 0.15% | +7+0.2% | Added |
| Trueblood Wealth Management, LLC | 3,034 | $822.9K | 0.41% | +445+17.2% | Added |
| Exchange Bank | 3,035 | $823.1K | 0.67% | −102−3.3% | Reduced |
| Linscomb & Williams, Inc. | 3,039 | $824.2K | 0.04% | −471−13.4% | Reduced |
| Greenland Capital Management LP | 3,045 | $825.8K | 0.15% | +339+12.5% | Added |
| Purus Wealth Management, LLC | 3,055 | $828.4K | 0.35% | −57−1.8% | Reduced |
| Bath Savings Trust Co | 3,064 | $831.0K | 0.08% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 3,074 | $833.6K | 0.11% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,086 | $836.9K | 0.42% | −4−0.1% | Reduced |
| Westmount Partners, LLC | 3,091 | $838.3K | 0.25% | −23−0.7% | Reduced |
| Fort Pitt Capital Group, LLC | 3,108 | $842.9K | 0.02% | −28−0.9% | Reduced |
| Texas Yale Capital Corp. | 3,123 | $847.0K | 0.04% | +202+6.9% | Added |
| Old Mission Investment Co LLC | 3,132 | $849.4K | 0.26% | +4+0.1% | Added |
| Lifeworks Advisors, LLC | 3,134 | $849.9K | 0.17% | +86+2.8% | Added |
| Clean Yield Group | 3,135 | $850.2K | 0.27% | +45+1.5% | Added |
| SignalPoint Asset Management, LLC | 3,148 | $853.3K | 0.20% | −7−0.2% | Reduced |
| Eagle Ridge Investment Management | 3,148 | $853.7K | 0.07% | +9+0.3% | Added |
| EverSource Wealth Advisors, LLC | 3,164 | $858.2K | 0.05% | −317−9.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,170 | $859.7K | 0.18% | +786+33.0% | Added |
| Elyxium Wealth, LLC | 3,188 | $864.6K | 0.48% | +3,188 | New |
| Wellington Wealth Strategies, LLC. | 3,207 | $866.1K | 0.66% | +3,207 | New |
| Pekin Hardy Strauss, Inc. | 3,197 | $867.0K | 0.11% | +65+2.1% | Added |
| United Community Bank | 3,204 | $868.9K | 0.34% | −659−17.1% | Reduced |
| First International Bank & Trust | 3,208 | $870.0K | 0.28% | +23+0.7% | Added |
| Matrix Asset Advisors Inc | 3,212 | $871.1K | 0.10% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,215 | $872.0K | 0.12% | +3+0.1% | Added |
| Advisor OS, LLC | 3,229 | $875.8K | 0.09% | +213+7.1% | Added |
| WMS Partners, LLC | 3,239 | $878.4K | 0.05% | −1,378−29.8% | Reduced |
| Lewis Asset Management, LLC | 3,249 | $881.2K | 0.64% | +580+21.7% | Added |
| Somerville Kurt F | 3,250 | $881.4K | 0.14% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,251 | $881.6K | 0.08% | −109−3.2% | Reduced |
| Skopos Labs, Inc. | 3,254 | $882.5K | 0.29% | +368+12.8% | Added |
| Hartford Financial Management Inc. | 3,258 | $883.6K | 0.18% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,260 | $884.1K | 0.54% | −75−2.2% | Reduced |
| Ocean Capital Management, LLC | 3,260 | $884.1K | 0.21% | +3,260 | New |
| Plancorp, LLC | 3,265 | $885.5K | 0.04% | +25+0.8% | Added |
| Quantum Financial Advisors, LLC | 3,268 | $886.2K | 0.14% | +1,881+135.6% | Added |
| Zullo Investment Group, Inc. | 3,267 | $886.2K | 0.37% | +20+0.6% | Added |
| SeaCrest Wealth Management, LLC | 3,284 | $890.5K | 0.10% | +48+1.5% | Added |
| Financial Management Network Inc | 3,239 | $893.8K | 0.19% | +76+2.4% | Added |
| Bridgefront Capital, LLC | 3,305 | $896.3K | 0.35% | −1,200−26.6% | Reduced |
| Sigma Investment Counselors Inc | 3,306 | $896.6K | 0.05% | +33+1.0% | Added |
| Aspen Investment Management Inc | 3,315 | $899.0K | 0.42% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,318 | $899.8K | 0.09% | +310+10.3% | Added |
| Spire Wealth Management | 3,320 | $900.3K | 0.03% | −473−12.5% | Reduced |
| Richwood Investment Advisors, LLC | 3,321 | $900.5K | 0.74% | −90−2.6% | Reduced |
| Kovack Advisors, Inc. | 3,321 | $900.7K | 0.10% | +57+1.7% | Added |
| Catalina Capital Group, LLC | 3,322 | $901.0K | 0.31% | +295+9.7% | Added |
| Geller Advisors LLC | 3,329 | $902.8K | 0.06% | +21+0.6% | Added |
| Bell Bank | 3,338 | $905.3K | 0.11% | +11+0.3% | Added |
| First Foundation Advisors | 3,341 | $906.1K | 0.03% | +123+3.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,346 | $907.6K | 0.23% | +28+0.8% | Added |
| Basepoint Wealth LLC | 3,367 | $913.3K | 0.67% | +156+4.9% | Added |
| CFO4Life Group, LLC | 3,371 | $914.2K | 0.16% | −283−7.7% | Reduced |
| Tanager Wealth Management LLP | 3,375 | $915.3K | 0.12% | −11−0.3% | Reduced |
| Watts Gwilliam & Co., LLC | 3,407 | $916.8K | 0.20% | +3,407 | New |
| LGL Partners, LLC | 3,388 | $918.7K | 0.13% | +62+1.9% | Added |
| Defined Wealth Management, LLC | 3,405 | $923.4K | 0.60% | +46+1.4% | Added |
| Knightsbridge Asset Management, LLC | 3,405 | $923.4K | 0.21% | +13+0.4% | Added |
| OmniStar Financial Group, Inc. | 3,402 | $924.4K | 0.69% | +3,402 | New |
| 180 Wealth Advisors, LLC | 3,421 | $927.8K | 0.15% | +1,652+93.4% | Added |
| Shay Capital LLC | 3,425 | $928.9K | 0.27% | +3,425 | New |
| Everhart Financial Group, Inc. | 3,427 | $929.4K | 0.21% | +507+17.4% | Added |
| MidWestOne Financial Group, Inc. | 3,431 | $930.5K | 0.13% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,442 | $933.0K | 0.77% | +3,442 | New |
| Sendero Wealth Management, LLC | 3,462 | $938.9K | 0.15% | 00.0% | Unchanged |
| ERn Financial, LLC | 3,493 | $947.3K | 0.14% | +456+15.0% | Added |
| U S Global Investors Inc | 3,500 | $949.2K | 0.09% | +1,400+66.7% | Added |
| Alerus Financial NA | 3,505 | $950.6K | 0.07% | −45−1.3% | Reduced |
| Doliver Advisors, LP | 3,508 | $951.4K | 0.26% | −29−0.8% | Reduced |
| Meridian Wealth Management, LLC | 3,517 | $953.8K | 0.05% | +3,517 | New |
| Hills Bank & Trust Co | 3,524 | $955.7K | 0.07% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,524 | $955.7K | 0.08% | +46+1.3% | Added |
| BSW Wealth Partners | 3,531 | $957.7K | 0.14% | −20−0.6% | Reduced |
| Resolute Wealth Strategies, LLC | 3,534 | $958.5K | 0.50% | +108+3.2% | Added |
| US Asset Management LLC | 3,336 | $960.0K | 0.85% | −8−0.2% | Reduced |
| LVW Advisors, LLC | 3,550 | $962.8K | 0.12% | +98+2.8% | Added |
| Empirical Asset Management, LLC | 3,557 | $964.8K | 0.34% | +3,557 | New |