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 |
|---|---|---|---|---|---|
| Conning Inc. | 4,460 | $1.21M | 0.04% | −47−1.0% | Reduced |
| Oakworth Capital, Inc. | 4,465 | $1.21M | 0.08% | +295+7.1% | Added |
| Becker Capital Management Inc | 4,471 | $1.21M | 0.04% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,473 | $1.21M | 0.36% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,477 | $1.21M | 0.52% | +305+7.3% | Added |
| Mattson Financial Services, LLC | 5,275 | $1.22M | 0.44% | −41−0.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,522 | $1.23M | 0.07% | +3,472+330.7% | Added |
| Verus Capital Partners, LLC | 4,524 | $1.23M | 0.12% | −34−0.7% | Reduced |
| Aspire Private Capital, LLC | 4,525 | $1.23M | 0.29% | +64+1.4% | Added |
| Accredited Investors Inc. | 4,526 | $1.23M | 0.07% | +873+23.9% | Added |
| Premier Path Wealth Partners, LLC | 4,531 | $1.23M | 0.19% | −10−0.2% | Reduced |
| Green Harvest Asset Management LLC | 4,546 | $1.23M | 0.02% | +239+5.5% | Added |
| Magnus Financial Group LLC | 4,547 | $1.23M | 0.13% | −839−15.6% | Reduced |
| Tufton Capital Management | 4,560 | $1.24M | 0.23% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,562 | $1.24M | 0.04% | −3,353−42.4% | Reduced |
| Fullcircle Wealth LLC | 4,562 | $1.24M | 0.56% | +176+4.0% | Added |
| Paloma Partners Management Co | 4,570 | $1.24M | 0.07% | −712−13.5% | Reduced |
| Chicago Partners Investment Group LLC | 4,579 | $1.24M | 0.04% | +155+3.5% | Added |
| Atomi Financial Group, Inc. | 4,589 | $1.24M | 0.08% | +287+6.7% | Added |
| Byrne Asset Management LLC | 4,590 | $1.24M | 0.85% | – | – |
| Sentry LLC | 4,591 | $1.25M | 0.24% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 4,591 | $1.25M | 0.39% | +27+0.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $1.25M | 0.79% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,602 | $1.25M | 0.29% | −80−1.7% | Reduced |
| BigSur Wealth Management LLC | 4,603 | $1.25M | 0.34% | +703+18.0% | Added |
| Confluence Wealth Services, Inc. | 4,612 | $1.25M | 0.09% | −339−6.8% | Reduced |
| TCI Wealth Advisors, Inc. | 4,613 | $1.25M | 0.11% | +69+1.5% | Added |
| First Command Advisory Services, Inc. | 4,632 | $1.26M | 0.01% | −77−1.6% | Reduced |
| RNC Capital Management LLC | 5,428 | $1.26M | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 4,648 | $1.26M | 0.04% | −8−0.2% | Reduced |
| Barden Capital Management, Inc. | 4,659 | $1.26M | 1.11% | −397−7.9% | Reduced |
| Allegheny Financial Group LTD | 4,670 | $1.27M | 0.31% | +120+2.6% | Added |
| Sapient Capital LLC | 4,678 | $1.27M | 0.03% | +2,360+101.8% | Added |
| Verition Fund Management LLC | 4,679 | $1.27M | 0.01% | +332+7.6% | Added |
| Pflug Koory, LLC | 4,679 | $1.27M | 0.62% | +4,679 | New |
| North Star Investment Management Corp. | 4,684 | $1.27M | 0.09% | −39−0.8% | Reduced |
| Papp L Roy & Associates | 4,700 | $1.27M | 0.15% | 00.0% | Unchanged |
| NWK Group, Inc. | 4,701 | $1.27M | 0.52% | −15,874−77.2% | Reduced |
| Muirfield Wealth Advisors LLC | 4,730 | $1.28M | 1.09% | +14+0.3% | Added |
| American Trust | 4,732 | $1.28M | 0.11% | −2,311−32.8% | Reduced |
| Capricorn Fund Managers Ltd | 4,734 | $1.28M | 0.86% | +404+9.3% | Added |
| AlphaStar Capital Management, LLC | 4,752 | $1.29M | 0.10% | +3,768+382.9% | Added |
| Sentry Investment Management LLC | 4,753 | $1.29M | 0.54% | −81−1.7% | Reduced |
| Pensionmark Financial Group, LLC | 4,765 | $1.29M | 0.04% | +3,867+430.6% | Added |
| Virtu Financial LLC | 4,781 | $1.30M | 0.07% | +4,781 | New |
| Boyar Asset Management Inc. | 4,785 | $1.30M | 0.84% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,798 | $1.30M | 0.04% | +435+10.0% | Added |
| Moloney Securities Asset Management, LLC | 4,798 | $1.30M | 0.17% | −100−2.0% | Reduced |
| Leisure Capital Management | 4,799 | $1.30M | 0.56% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,801 | $1.30M | 0.04% | +423+9.7% | Added |
| Harvest Fund Management Co., Ltd | 4,824 | $1.31M | 0.08% | +179+3.9% | Added |
| Garde Capital, Inc. | 4,838 | $1.31M | 0.09% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 4,881 | $1.32M | 0.24% | −786−13.9% | Reduced |
| Avestar Capital, LLC | 4,886 | $1.33M | 0.14% | +378+8.4% | Added |
| Beaumont Asset Management, L.L.C. | 4,905 | $1.33M | 0.77% | +94+2.0% | Added |
| Levin Capital Strategies, L.P. | 4,916 | $1.33M | 0.13% | +10.0% | Added |
| Fortis Capital Advisors, LLC | 4,925 | $1.34M | 0.45% | +4,925 | New |
| Vista Wealth Management Group, LLC | 4,944 | $1.34M | 0.09% | +74+1.5% | Added |
| Patten & Patten Inc | 4,962 | $1.35M | 0.09% | −1,526−23.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,967 | $1.35M | 0.06% | −87−1.7% | Reduced |
| Harbor Investment Advisory, LLC | 4,991 | $1.35M | 0.13% | −228−4.4% | Reduced |
| Olstein Capital Management, L.P. | 5,000 | $1.36M | 0.23% | −10,000−66.7% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.36M | 0.27% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,002 | $1.36M | 0.05% | −694−12.2% | Reduced |
| Capital Analysts, LLC | 5,019 | $1.36M | 0.06% | +995+24.7% | Added |
| Gen-Wealth Partners Inc | 4,967 | $1.36M | 0.59% | −294−5.6% | Reduced |
| Legacy Advisors, LLC | 5,026 | $1.36M | 0.15% | +50+1.0% | Added |
| Wealth Alliance | 5,066 | $1.37M | 0.16% | +84+1.7% | Added |
| WealthTrust Axiom LLC | 5,101 | $1.38M | 0.41% | +644+14.4% | Added |
| Paragon Private Wealth Management, LLC | 5,116 | $1.39M | 0.69% | +334+7.0% | Added |
| Sterling Wealth Management, Inc. | 5,128 | $1.39M | 0.52% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,189 | $1.39M | 0.42% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,140 | $1.39M | 0.04% | +426+9.0% | Added |
| Pecaut & Co. | 5,169 | $1.40M | 0.50% | −45−0.9% | Reduced |
| Cornerstone Planning Group LLC | 5,185 | $1.40M | 0.37% | +18+0.3% | Added |
| Summit Financial, LLC | 5,199 | $1.41M | 0.06% | +1,978+61.4% | Added |
| Factorial Partners, LLC | 5,200 | $1.41M | 0.81% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,208 | $1.41M | 0.05% | −93−1.8% | Reduced |
| PFG Advisors | 5,209 | $1.41M | 0.09% | +629+13.7% | Added |
| Ramirez Asset Management, Inc. | 5,220 | $1.42M | 0.27% | −9−0.2% | Reduced |
| S.A. Mason LLC | 5,280 | $1.43M | 0.76% | +10.0% | Added |
| Profit Investment Management, LLC | 5,280 | $1.43M | 1.13% | −397−7.0% | Reduced |
| Harbour Investments, Inc. | 5,302 | $1.44M | 0.04% | +708+15.4% | Added |
| MeadowBrook Investment Advisors LLC | 5,324 | $1.44M | 1.30% | −104−1.9% | Reduced |
| Lebenthal Global Advisors, LLC | 5,330 | $1.45M | 0.29% | +545+11.4% | Added |
| Groupama Asset Managment | 6,645 | $1.45M | 0.04% | +29+0.4% | Added |
| Edge Capital Group, LLC | 5,338 | $1.45M | 0.06% | −35−0.7% | Reduced |
| Cypress Wealth Services, LLC | 5,342 | $1.45M | 0.30% | +151+2.9% | Added |
| Smartleaf Asset Management LLC | 5,361 | $1.45M | 0.18% | +1,746+48.3% | Added |
| Stokes Family Office, LLC | 5,382 | $1.46M | 0.16% | −485−8.3% | Reduced |
| Brevan Howard Capital Management LP | 5,383 | $1.46M | 0.07% | −6,353−54.1% | Reduced |
| Signal Advisors Wealth, LLC | 5,434 | $1.47M | 0.21% | +5,434 | New |
| Spinnaker Trust | 5,439 | $1.48M | 0.09% | −2,215−28.9% | Reduced |
| Saxon Interests, Inc. | 5,441 | $1.48M | 0.67% | +541+11.0% | Added |
| Alpine Bank Wealth Management | 5,445 | $1.48M | 0.24% | +5,445 | New |
| Lawson Kroeker Investment Management Inc | 5,458 | $1.48M | 0.27% | 00.0% | Unchanged |
| Strategic Investment Advisors | 5,459 | $1.48M | 0.16% | −219−3.9% | Reduced |
| Stonebrook Private Inc. | 5,461 | $1.48M | 0.39% | −251−4.4% | Reduced |
| Carr Financial Group Corp | 5,464 | $1.48M | 0.44% | +17+0.3% | Added |
| Icon Advisers Inc | 5,500 | $1.49M | 0.31% | 00.0% | Unchanged |