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
- 2,460
- +137 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
- 231
- 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 6,760 | $1.83M | 0.25% | −442−6.1% | Reduced |
| Financial Counselors Inc | 6,776 | $1.84M | 0.03% | +647+10.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,793 | $1.84M | 0.10% | −649−8.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,800 | $1.84M | 0.41% | +5,700+518.2% | Added |
| Dynasty Wealth Management, LLC | 6,801 | $1.84M | 0.06% | +118+1.8% | Added |
| Red Cedar Investment Management, LLC | 6,836 | $1.85M | 0.24% | +4,022+142.9% | Added |
| Beach Investment Counsel Inc | 6,860 | $1.86M | 0.23% | −573−7.7% | Reduced |
| Piscataqua Savings Bank | 6,863 | $1.86M | 1.58% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,884 | $1.87M | 0.98% | 00.0% | Unchanged |
| Trust Asset Management LLC | 6,907 | $1.87M | 0.15% | −37−0.5% | Reduced |
| Beacon Financial Group | 6,910 | $1.87M | 0.20% | +177+2.6% | Added |
| Hilltop National Bank | 6,968 | $1.89M | 0.57% | +388+5.9% | Added |
| Stablepoint Partners, LLC | 6,989 | $1.90M | 0.35% | +55+0.8% | Added |
| NBC Securities, Inc. | 7,014 | $1.90M | 0.16% | −537−7.1% | Reduced |
| GLOBALT Investments LLC | 7,069 | $1.92M | 0.07% | −582−7.6% | Reduced |
| GAMMA Investing LLC | 7,074 | $1.92M | 0.19% | +1,634+30.0% | Added |
| Fort Point Capital Partners LLC | 7,074 | $1.92M | 0.24% | +81+1.2% | Added |
| GeoWealth Management, LLC | 7,082 | $1.92M | 0.07% | −658−8.5% | Reduced |
| Auxier Asset Management | 7,133 | $1.93M | 0.29% | +35+0.5% | Added |
| Everett Harris & Co | 7,138 | $1.94M | 0.02% | −50−0.7% | Reduced |
| RMR Wealth Builders | 7,139 | $1.94M | 0.21% | −234−3.2% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.94M | 0.67% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 7,156 | $1.94M | 1.27% | −1,727−19.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 7,164 | $1.94M | 0.60% | −567−7.3% | Reduced |
| Wolf Group Capital Advisors | 11,159 | $1.94M | 0.93% | +1,291+13.1% | Added |
| BancorpSouth Bank | 7,172 | $1.95M | 0.13% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,198 | $1.95M | 0.07% | −158−2.1% | Reduced |
| Associated Banc-Corp | 7,217 | $1.96M | 0.06% | −148−2.0% | Reduced |
| Gateway Investment Advisers LLC | 7,223 | $1.96M | 0.02% | −114−1.6% | Reduced |
| Birinyi Associates Inc | 7,250 | $1.97M | 0.56% | 00.0% | Unchanged |
| Trexquant Investment LP | 7,271 | $1.97M | 0.02% | +7,271 | New |
| Arkadios Wealth Advisors | 7,292 | $1.98M | 0.11% | +732+11.2% | Added |
| Nixon Peabody Trust Co | 7,304 | $1.98M | 0.16% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 7,320 | $1.99M | 0.43% | +7,320 | New |
| Berkshire Asset Management LLC | 8,622 | $2.00M | 0.10% | 00.0% | Unchanged |
| KWB Wealth | 8,628 | $2.00M | 0.26% | −1,117−11.5% | Reduced |
| Edgestream Partners, L.P. | 7,382 | $2.00M | 0.09% | +6,139+493.9% | Added |
| Applied Finance Capital Management, LLC | 7,389 | $2.00M | 0.09% | +44+0.6% | Added |
| Raab & Moskowitz Asset Management LLC | 7,394 | $2.01M | 0.51% | −72−1.0% | Reduced |
| AIA Group Ltd | 7,400 | $2.01M | 0.05% | +200+2.8% | Added |
| Boltwood Capital Management | 7,402 | $2.01M | 0.59% | −50−0.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 7,407 | $2.01M | 0.08% | −223−2.9% | Reduced |
| IPG Investment Advisors LLC | 7,408 | $2.01M | 0.44% | +6,156+491.7% | Added |
| Veracity Capital LLC | 7,419 | $2.01M | 0.77% | +27+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 7,419 | $2.01M | 0.94% | −8−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 7,467 | $2.02M | 0.13% | −147−1.9% | Reduced |
| Eagle Asset Management Inc | 7,049 | $2.03M | 0.01% | +1,651+30.6% | Added |
| Level Four Advisory Services, LLC | 7,532 | $2.03M | 0.09% | +2,176+40.6% | Added |
| Oldfather Financial Services, LLC | 7,515 | $2.04M | 0.78% | +15+0.2% | Added |
| Dover Advisors, LLC | 7,545 | $2.05M | 1.16% | −94−1.2% | Reduced |
| RMR Capital Management, LLC | 7,558 | $2.05M | 1.74% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 7,560 | $2.05M | 0.52% | −136−1.8% | Reduced |
| Excalibur Management Corp | 7,638 | $2.07M | 0.79% | −30−0.4% | Reduced |
| Palisade Asset Management, LLC | 7,665 | $2.08M | 0.20% | +107+1.4% | Added |
| Citizens National Bank Trust Department | 7,686 | $2.08M | 0.44% | −343−4.3% | Reduced |
| Holderness Investments Co | 7,710 | $2.09M | 0.46% | +218+2.9% | Added |
| Burke & Herbert Bank & Trust Co | 7,737 | $2.10M | 0.49% | −11−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,743 | $2.10M | 0.42% | −1,184−13.3% | Reduced |
| Rockland Trust Co | 7,748 | $2.10M | 0.10% | −2,103−21.3% | Reduced |
| Aptus Capital Advisors, LLC | 7,811 | $2.12M | 0.03% | +1,387+21.6% | Added |
| Mutual Advisors, LLC | 7,849 | $2.12M | 0.06% | +794+11.3% | Added |
| Pitcairn Co | 7,860 | $2.13M | 0.13% | −1,207−13.3% | Reduced |
| Magellan Asset Management Ltd | 7,879 | $2.14M | 0.02% | −9,769−55.4% | Reduced |
| Taylor Frigon Capital Management LLC | 7,953 | $2.16M | 1.08% | −210−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,979 | $2.16M | 0.12% | +78+1.0% | Added |
| IFP Advisors, Inc | 7,992 | $2.17M | 0.08% | +165+2.1% | Added |
| Davis Investment Partners, LLC | 8,011 | $2.17M | 0.91% | +42+0.5% | Added |
| SOA Wealth Advisors, LLC. | 8,031 | $2.18M | 0.42% | +209+2.7% | Added |
| Procyon Private Wealth Partners, LLC | 8,075 | $2.19M | 0.15% | +30.0% | Added |
| Osborne Partners Capital Management, LLC | 8,120 | $2.20M | 0.12% | −10.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,160 | $2.21M | 0.06% | +127+1.6% | Added |
| Seven Eight Capital, LP | 8,193 | $2.22M | 0.20% | +8,193 | New |
| Spears Abacus Advisors LLC | 8,207 | $2.23M | 0.04% | +194+2.4% | Added |
| Lazard Freres Gestion S.A.S. | 8,235 | $2.23M | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $2.24M | 0.60% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 8,318 | $2.26M | 0.18% | −2,084−20.0% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,324 | $2.26M | 1.13% | −22−0.3% | Reduced |
| Fiduciary Family Office, LLC | 8,340 | $2.26M | 0.75% | −214−2.5% | Reduced |
| Alps Advisors Inc | 8,369 | $2.27M | 0.02% | −1,944−18.8% | Reduced |
| Beaumont Financial Advisors, LLC | 8,369 | $2.27M | 0.18% | −368−4.2% | Reduced |
| SageView Advisory Group, LLC | 8,378 | $2.27M | 0.12% | −2,584−23.6% | Reduced |
| Principle Wealth Partners LLC | 8,381 | $2.27M | 0.16% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 8,405 | $2.28M | 0.27% | +8,405 | New |
| Hardy Reed LLC | 8,428 | $2.29M | 0.20% | +229+2.8% | Added |
| AlTi Global, Inc. | 8,436 | $2.29M | 0.05% | −988−10.5% | Reduced |
| Nomura Holdings Inc | 8,487 | $2.30M | 0.02% | −47,135−84.7% | Reduced |
| Berkshire Bank | 8,493 | $2.30M | 0.54% | +37+0.4% | Added |
| Capstone Investment Advisors, LLC | 8,503 | $2.31M | 0.04% | +6,488+322.0% | Added |
| Western Wealth Management, LLC | 8,527 | $2.31M | 0.13% | +1,023+13.6% | Added |
| Investors Asset Management of Georgia Inc | 8,529 | $2.31M | 1.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 8,546 | $2.32M | 2.77% | −236−2.7% | Reduced |
| IFG Advisory, LLC | 8,565 | $2.32M | 0.15% | −51−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,568 | $2.32M | 0.03% | −508−5.6% | Reduced |
| Rothschild Investment LLC | 8,584 | $2.33M | 0.15% | −43−0.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,594 | $2.33M | 0.71% | +12+0.1% | Added |
| Ingalls & Snyder LLC | 8,607 | $2.33M | 0.09% | +127+1.5% | Added |
| Howard Capital Management Group, LLC | 8,615 | $2.34M | 0.16% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 8,645 | $2.34M | 0.87% | −33−0.4% | Reduced |
| Belpointe Asset Management LLC | 8,680 | $2.35M | 0.14% | +6,000+223.9% | Added |
| Accent Capital Management, LLC | 8,694 | $2.36M | 1.36% | +6,194+247.8% | Added |