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 |
|---|---|---|---|---|---|
| Lazari Capital Management, Inc. | 3,578 | $970.4K | 0.42% | −65−1.8% | Reduced |
| Oak Asset Management, LLC | 3,580 | $970.9K | 0.34% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 3,581 | $971.2K | 0.02% | +3,581 | New |
| Platform Technology Partners | 3,593 | $974.2K | 0.31% | −199−5.2% | Reduced |
| Holowesko Partners Ltd. | 3,600 | $976.3K | 0.52% | −55,600−93.9% | Reduced |
| Saybrook Capital | 3,600 | $976.3K | 0.28% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 3,601 | $976.6K | 0.46% | +41+1.2% | Added |
| Philadelphia Trust Co | 3,611 | $979.0K | 0.07% | +16+0.4% | Added |
| Larson Financial Group LLC | 3,620 | $981.6K | 0.06% | +890+32.6% | Added |
| Sage Mountain Advisors LLC | 3,625 | $983.0K | 0.08% | +189+5.5% | Added |
| Cable Hill Partners, LLC | 3,638 | $986.6K | 0.10% | +157+4.5% | Added |
| Aries Wealth Management | 3,653 | $990.7K | 0.27% | −36−1.0% | Reduced |
| Strategic Advisors LLC | 3,654 | $991.0K | 0.18% | +2+0.1% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $993.1K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,666 | $994.3K | 0.07% | +130+3.7% | Added |
| Mount Yale Investment Advisors, LLC | 3,674 | $996.4K | 0.10% | −802−17.9% | Reduced |
| Burford Brothers, Inc. | 3,676 | $997.0K | 0.52% | +395+12.0% | Added |
| Coastal Investment Advisors, Inc. | 3,606 | $997.1K | 0.46% | −24,219−87.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,678 | $997.2K | 0.07% | +934+34.0% | Added |
| Inceptionr LLC | 3,723 | $1.01M | 0.25% | +3,723 | New |
| Mayflower Financial Advisors, LLC | 3,730 | $1.01M | 0.15% | −219−5.5% | Reduced |
| Marcum Wealth, LLC | 3,747 | $1.02M | 0.09% | +982+35.5% | Added |
| Gratus Wealth Advisors, LLC | 3,717 | $1.02M | 0.17% | +121+3.4% | Added |
| Olistico Wealth, LLC | 3,763 | $1.02M | 0.62% | +211+5.9% | Added |
| Numerai GP LLC | 3,765 | $1.02M | 0.27% | +3,765 | New |
| Global Trust Asset Management, LLC | 3,791 | $1.03M | 0.38% | +1,252+49.3% | Added |
| Souders Financial Advisors | 3,792 | $1.03M | 0.14% | +3,792 | New |
| Midland Wealth Advisors LLC | 3,801 | $1.03M | 0.06% | −569−13.0% | Reduced |
| Unigestion Holding SA | 3,802 | $1.03M | 0.05% | +3,802 | New |
| First Western Trust Bank | 3,807 | $1.03M | 0.05% | −114−2.9% | Reduced |
| Alexander Randolph Advisory, Inc. | 3,807 | $1.03M | 0.91% | −105−2.7% | Reduced |
| Bridges Investment Management Inc | 3,824 | $1.04M | 0.01% | +20+0.5% | Added |
| Ameritas Advisory Services, LLC | 3,842 | $1.04M | 0.04% | −6,623−63.3% | Reduced |
| LGT Fund Management Co Ltd. | 3,851 | $1.04M | 0.11% | +51+1.3% | Added |
| Sompo Asset Management Co., Ltd. | 3,860 | $1.05M | 0.16% | −400−9.4% | Reduced |
| Clarius Group, LLC | 3,879 | $1.05M | 0.07% | −132−3.3% | Reduced |
| MTM Investment Management, LLC | 3,822 | $1.05M | 0.41% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 3,892 | $1.06M | 0.18% | 00.0% | Unchanged |
| Next Level Private LLC | 3,909 | $1.06M | 0.43% | +15+0.4% | Added |
| Kestra Investment Management, LLC | 3,912 | $1.06M | 0.05% | +630+19.2% | Added |
| Culbertson A N & Co Inc | 3,913 | $1.06M | 0.17% | 00.0% | Unchanged |
| Forte Capital LLC | 3,914 | $1.06M | 0.12% | +2,011+105.7% | Added |
| Essex Financial Services, Inc. | 3,904 | $1.06M | 0.08% | −924−19.1% | Reduced |
| West Coast Financial LLC | 3,949 | $1.07M | 0.12% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,970 | $1.08M | 0.37% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,973 | $1.08M | 0.03% | −55−1.4% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,978 | $1.08M | 0.07% | +3,978 | New |
| Lakeview Capital Partners, LLC | 3,981 | $1.08M | 0.17% | −9,965−71.5% | Reduced |
| Fidelis Capital Partners, LLC | 3,984 | $1.08M | 0.13% | +117+3.0% | Added |
| First Affirmative Financial Network | 3,987 | $1.08M | 0.59% | −325−7.5% | Reduced |
| Evanson Asset Management, LLC | 3,989 | $1.08M | 0.08% | +10.0% | Added |
| Alhambra Investment Partners LLC | 3,990 | $1.08M | 0.56% | −25−0.6% | Reduced |
| WBH Advisory Inc | 3,993 | $1.08M | 0.10% | −123−3.0% | Reduced |
| Sunflower Bank, N.A. | 4,019 | $1.09M | 0.30% | +162+4.2% | Added |
| Ipswich Investment Management Co., Inc. | 4,026 | $1.09M | 0.25% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,029 | $1.09M | 0.06% | −68−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,030 | $1.09M | 0.15% | −257−6.0% | Reduced |
| Morse Asset Management, Inc | 4,040 | $1.10M | 0.24% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,041 | $1.10M | 0.18% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,044 | $1.10M | 0.07% | +76+1.9% | Added |
| Aaron Wealth Advisors | 4,074 | $1.10M | 0.13% | +381+10.3% | Added |
| Colonial Trust Co | 4,090 | $1.11M | 0.17% | +164+4.2% | Added |
| Paradigm Asset Management Co LLC | 4,100 | $1.11M | 0.29% | 00.0% | Unchanged |
| Graypoint LLC | 4,100 | $1.11M | 0.07% | +321+8.5% | Added |
| American National Bank | 4,128 | $1.12M | 0.13% | 00.0% | Unchanged |
| Benin Management CORP | 4,146 | $1.12M | 0.32% | −108−2.5% | Reduced |
| Essex Investment Management Co LLC | 4,148 | $1.12M | 0.20% | 00.0% | Unchanged |
| Scientech Research LLC | 4,150 | $1.13M | 0.22% | +4,150 | New |
| Amarillo National Bank | 4,156 | $1.13M | 0.21% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,165 | $1.13M | 0.17% | +10.0% | Added |
| Brooks, Moore & Associates, Inc. | 4,173 | $1.13M | 0.67% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,178 | $1.13M | 0.04% | +627+17.7% | Added |
| Prairie Sky Financial Group LLC | 4,181 | $1.13M | 0.64% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,187 | $1.14M | 0.03% | 00.0% | Unchanged |
| Capital Management Associates | 4,196 | $1.14M | 1.27% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,205 | $1.14M | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,210 | $1.14M | 0.14% | +100+2.4% | Added |
| Wellington Shields & Co., LLC | 4,220 | $1.14M | 0.35% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,225 | $1.15M | 0.06% | +4,225 | New |
| Promethium Advisors,llc | 4,226 | $1.15M | 0.81% | +4,226 | New |
| Atlas Brown,Inc. | 4,249 | $1.15M | 0.40% | −166−3.8% | Reduced |
| Solitude Financial Services | 4,250 | $1.15M | 0.49% | +10+0.2% | Added |
| WBI Investments | 4,310 | $1.17M | 0.28% | +4,310 | New |
| Orleans Capital Management Corp | 4,315 | $1.17M | 0.66% | −50−1.1% | Reduced |
| Proathlete Wealth Management LLC | 4,319 | $1.17M | 0.48% | +8+0.2% | Added |
| Landscape Capital Management, L.L.C. | 4,334 | $1.18M | 0.12% | +4,334 | New |
| Red Door Wealth Management, LLC | 4,336 | $1.18M | 0.20% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,340 | $1.18M | 0.17% | +5+0.1% | Added |
| Guardian Investment Management | 4,367 | $1.18M | 1.03% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 4,370 | $1.19M | 0.49% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,374 | $1.19M | 0.51% | +20+0.5% | Added |
| United Asset Strategies, Inc. | 4,378 | $1.19M | 0.11% | −207−4.5% | Reduced |
| Ervin Investment Management, LLC | 4,391 | $1.19M | 0.76% | −90−2.0% | Reduced |
| Resources Management Corp | 4,405 | $1.20M | 0.16% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 4,409 | $1.20M | 0.44% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,426 | $1.20M | 0.02% | −151−3.3% | Reduced |
| IFG Advisors, LLC | 4,442 | $1.20M | 0.26% | +5+0.1% | Added |
| Sage Rhino Capital LLC | 4,453 | $1.21M | 0.27% | +31+0.7% | Added |
| Koshinski Asset Management, Inc. | 4,454 | $1.21M | 0.10% | −52−1.2% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,454 | $1.21M | 0.20% | −64−1.4% | Reduced |