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 |
|---|---|---|---|---|---|
| Cumberland Partners Ltd | 5,500 | $1.49M | 0.10% | +3,500+175.0% | Added |
| Cambridge Financial Group, LLC | 5,516 | $1.50M | 0.62% | −450−7.5% | Reduced |
| Laurel Wealth Advisors LLC | 5,521 | $1.50M | 0.24% | −19−0.3% | Reduced |
| KRS Capital Management, LLC | 5,521 | $1.50M | 1.09% | +209+3.9% | Added |
| Crewe Advisors LLC | 5,528 | $1.50M | 0.17% | −16−0.3% | Reduced |
| Diversify Advisory Services, LLC | 5,503 | $1.50M | 0.08% | +28+0.5% | Added |
| Transatlantique Private Wealth LLC | 5,532 | $1.50M | 0.58% | −1,730−23.8% | Reduced |
| Highview Capital Management LLC | 5,534 | $1.50M | 0.61% | +257+4.9% | Added |
| Pine Valley Investments Ltd Liability Co | 5,538 | $1.50M | 0.10% | −24−0.4% | Reduced |
| Syon Capital LLC | 5,567 | $1.51M | 0.13% | −15−0.3% | Reduced |
| Simmons Bank | 5,569 | $1.51M | 0.11% | +20.0% | Added |
| Woodstock Corp | 5,574 | $1.51M | 0.15% | −150−2.6% | Reduced |
| Sirios Capital Management L P | 5,577 | $1.51M | 0.27% | −2,885−34.1% | Reduced |
| Northcape Wealth Management, LLC | 5,580 | $1.51M | 0.50% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,586 | $1.51M | 0.18% | +1,081+24.0% | Added |
| J. W. Coons Advisors, LLC | 5,607 | $1.52M | 0.38% | −135−2.4% | Reduced |
| Ledyard National Bank | 5,610 | $1.52M | 0.14% | −123−2.1% | Reduced |
| First Citizens Bank & Trust Co | 5,629 | $1.53M | 0.03% | −73−1.3% | Reduced |
| Trust Point Inc. | 5,647 | $1.53M | 0.11% | −66−1.2% | Reduced |
| Leavell Investment Management, Inc. | 5,648 | $1.53M | 0.08% | +635+12.7% | Added |
| Brophy Wealth Management, LLC | 5,652 | $1.53M | 0.55% | +5,652 | New |
| Waldron Private Wealth LLC | 5,668 | $1.54M | 0.06% | +218+4.0% | Added |
| Crestwood Advisors Group LLC | 5,671 | $1.54M | 0.03% | +14+0.2% | Added |
| Ameritas Investment Partners, Inc. | 5,689 | $1.54M | 0.05% | −291−4.9% | Reduced |
| Interchange Capital Partners, LLC | 5,692 | $1.54M | 0.55% | −108−1.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,716 | $1.55M | 1.30% | +4,660+441.3% | Added |
| AXS Investments LLC | 5,736 | $1.56M | 0.41% | −114−1.9% | Reduced |
| Grove Bank & Trust | 5,742 | $1.56M | 0.23% | +176+3.2% | Added |
| BayBridge Capital Group, LLC | 5,748 | $1.56M | 1.12% | −68−1.2% | Reduced |
| Private Management Group Inc | 5,760 | $1.56M | 0.05% | −61,002−91.4% | Reduced |
| Twin Capital Management Inc | 5,777 | $1.57M | 0.18% | −168−2.8% | Reduced |
| Hohimer Wealth Management, LLC | 5,792 | $1.57M | 0.34% | +149+2.6% | Added |
| TrinityPoint Wealth, LLC | 5,807 | $1.57M | 0.23% | −6−0.1% | Reduced |
| Cigna Investments Inc | 5,817 | $1.58M | 0.28% | −29−0.5% | Reduced |
| Highline Wealth Partners LLC | 5,823 | $1.58M | 0.53% | +13+0.2% | Added |
| Focus Financial Network, Inc. | 5,829 | $1.58M | 0.06% | +159+2.8% | Added |
| HTLF Bank | 5,829 | $1.58M | 0.17% | −379−6.1% | Reduced |
| Prostatis Group LLC | 5,842 | $1.58M | 0.52% | +1,095+23.1% | Added |
| Weik Capital Management | 5,863 | $1.59M | 0.64% | −15−0.3% | Reduced |
| Delphi Management Inc | 5,865 | $1.59M | 1.45% | −2,050−25.9% | Reduced |
| Geneos Wealth Management Inc. | 5,889 | $1.60M | 0.06% | +406+7.4% | Added |
| 44 Wealth Management LLC | 5,895 | $1.60M | 0.56% | +5,895 | New |
| Farther Finance Advisors, LLC | 5,905 | $1.60M | 0.06% | +1,730+41.4% | Added |
| Flagship Harbor Advisors, LLC | 5,913 | $1.60M | 0.09% | +406+7.4% | Added |
| Fielder Capital Group LLC | 5,917 | $1.60M | 0.53% | +81+1.4% | Added |
| Prospera Financial Services Inc | 5,917 | $1.61M | 0.04% | −45−0.8% | Reduced |
| Mather Group, LLC. | 5,930 | $1.61M | 0.02% | −2,963−33.3% | Reduced |
| Western Financial Corp | 5,944 | $1.61M | 0.91% | +1,322+28.6% | Added |
| Ransom Advisory, Ltd | 5,946 | $1.61M | 0.75% | 00.0% | Unchanged |
| GTS Securities LLC | 5,980 | $1.62M | 0.03% | +238+4.1% | Added |
| Monte Financial Group, LLC | 5,987 | $1.62M | 0.67% | −1,013−14.5% | Reduced |
| B&L Asset Management LLC | 5,994 | $1.63M | 1.03% | +5,994 | New |
| Bank of Hawaii | 5,995 | $1.63M | 0.07% | −207−3.3% | Reduced |
| Community Bank, N.A. | 5,997 | $1.63M | 0.21% | −50−0.8% | Reduced |
| MainStreet Investment Advisors LLC | 5,998 | $1.63M | 0.22% | −868−12.6% | Reduced |
| Weil Company, Inc. | 6,035 | $1.64M | 0.54% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 6,047 | $1.64M | 0.03% | −10,214−62.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,055 | $1.64M | 0.03% | +50+0.8% | Added |
| Old National Bancorp | 6,083 | $1.65M | 0.04% | +920+17.8% | Added |
| YHB Investment Advisors, Inc. | 6,086 | $1.65M | 0.14% | +125+2.1% | Added |
| Westpac Banking Corp | 6,093 | $1.65M | 0.11% | +196+3.3% | Added |
| Abundance Wealth Counselors | 6,131 | $1.66M | 0.34% | −204−3.2% | Reduced |
| Axxcess Wealth Management, LLC | 6,136 | $1.66M | 0.04% | +2,510+69.2% | Added |
| Summit Global Investments | 6,143 | $1.67M | 0.11% | −1,592−20.6% | Reduced |
| Insight Advisors, LLC | 6,147 | $1.67M | 0.29% | −237−3.7% | Reduced |
| Washington Trust Advisors, Inc. | 6,182 | $1.68M | 0.14% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,247 | $1.69M | 0.39% | +10.0% | Added |
| PFG Investments, LLC | 6,249 | $1.69M | 0.11% | −253−3.9% | Reduced |
| Stratos Wealth Advisors, LLC | 6,249 | $1.69M | 0.08% | −37−0.6% | Reduced |
| Lee Danner & Bass Inc | 6,265 | $1.70M | 0.12% | +225+3.7% | Added |
| Busey Wealth Management | 6,266 | $1.70M | 0.06% | +31+0.5% | Added |
| Parisi Gray Wealth Management | 6,356 | $1.72M | 0.57% | +5+0.1% | Added |
| S&CO Inc | 6,386 | $1.73M | 0.11% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,393 | $1.73M | 0.09% | −360−5.3% | Reduced |
| Aurora Private Wealth, Inc. | 6,444 | $1.75M | 1.37% | +103+1.6% | Added |
| Symphony Financial, Ltd. Co. | 6,461 | $1.75M | 0.29% | −277−4.1% | Reduced |
| Advisory Research Inc | 6,477 | $1.76M | 0.31% | −429−6.2% | Reduced |
| Greenwood Gearhart Inc | 6,488 | $1.76M | 0.15% | −25−0.4% | Reduced |
| RB Capital Management, LLC | 6,490 | $1.76M | 0.42% | +1,274+24.4% | Added |
| Chesapeake Wealth Management | 6,495 | $1.76M | 0.60% | −61−0.9% | Reduced |
| Redwood Investment Management, LLC | 6,509 | $1.76M | 0.16% | −484−6.9% | Reduced |
| GFG Capital, LLC | 10,351 | $1.77M | 0.72% | +253+2.5% | Added |
| Venturi Wealth Management, LLC | 6,548 | $1.78M | 0.09% | +264+4.2% | Added |
| Buckingham Strategic Partners | 6,552 | $1.78M | 0.04% | +179+2.8% | Added |
| USA Financial Portformulas Corp | 6,560 | $1.78M | 0.28% | +134+2.1% | Added |
| Forum Financial Management, LP | 6,591 | $1.79M | 0.03% | +10.0% | Added |
| McAdam, LLC | 6,596 | $1.79M | 0.10% | −613−8.5% | Reduced |
| Journey Strategic Wealth LLC | 6,610 | $1.79M | 0.07% | +942+16.6% | Added |
| Ascent Group, LLC | 6,630 | $1.80M | 0.14% | +509+8.3% | Added |
| Daymark Wealth Partners, LLC | 101,287 | $1.80M | 0.08% | +356+0.4% | Added |
| Legacy Edge Advisors, LLC | 6,644 | $1.80M | 0.29% | −199−2.9% | Reduced |
| Private Trust Co NA | 6,652 | $1.80M | 0.18% | +1,007+17.8% | Added |
| Schonfeld Strategic Advisors LLC | 6,661 | $1.81M | 0.01% | −47,867−87.8% | Reduced |
| Bank Ozk | 6,662 | $1.81M | 0.75% | −52−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,663 | $1.81M | 0.07% | +672+11.2% | Added |
| Checchi Capital Advisers, LLC | 6,665 | $1.81M | 0.13% | +117+1.8% | Added |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | −881−11.6% | Reduced |
| Ronald Blue Trust, Inc. | 7,897 | $1.83M | 0.02% | +2,502+46.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,790 | $1.83M | 0.02% | +229+3.5% | Added |
| Center for Financial Planning, Inc. | 6,760 | $1.83M | 0.25% | −442−6.1% | Reduced |