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
- +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
- 895 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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 8,722 | $2.37M | 0.15% | +373+4.5% | Added |
| FineMark National Bank & Trust | 8,734 | $2.37M | 0.08% | −165−1.9% | Reduced |
| Csenge Advisory Group | 8,579 | $2.37M | 0.12% | −388−4.3% | Reduced |
| Signature Wealth Management Group | 8,785 | $2.38M | 0.96% | +22+0.3% | Added |
| DoubleLine ETF Adviser LP | 8,805 | $2.39M | 0.58% | −731−7.7% | Reduced |
| Lake Street Advisors Group, LLC | 8,819 | $2.39M | 0.11% | −45−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 8,859 | $2.40M | 0.60% | −15−0.2% | Reduced |
| Ritholtz Wealth Management | 8,864 | $2.40M | 0.07% | +739+9.1% | Added |
| Eqis Capital Management, Inc. | 8,891 | $2.41M | 0.19% | −57−0.6% | Reduced |
| Anchor Investment Management, LLC | 8,892 | $2.41M | 0.23% | −10−0.1% | Reduced |
| Vivid Wealth Management, LLC | 8,897 | $2.41M | 1.26% | +826+10.2% | Added |
| Woodmont Investment Counsel LLC | 8,936 | $2.42M | 0.18% | −135−1.5% | Reduced |
| Invst, LLC | 8,969 | $2.43M | 0.29% | −52−0.6% | Reduced |
| Bank of Stockton | 8,969 | $2.43M | 0.73% | −1,206−11.9% | Reduced |
| First National Trust Co | 8,977 | $2.43M | 0.09% | −267−2.9% | Reduced |
| Provenance Wealth Advisors, LLC | 9,001 | $2.44M | 0.30% | −71−0.8% | Reduced |
| Pinnacle Holdings, LLC | 9,048 | $2.45M | 0.96% | −58−0.6% | Reduced |
| Mengis Capital Management, Inc. | 9,070 | $2.46M | 0.48% | 00.0% | Unchanged |
| Bank of New Hampshire | 9,076 | $2.46M | 0.62% | +524+6.1% | Added |
| Bridgeway Capital Management, LLC | 9,100 | $2.47M | 0.05% | −300−3.2% | Reduced |
| Mindset Wealth Management, LLC | 9,105 | $2.47M | 1.02% | +9,105 | New |
| EFG Asset Management (North America) Corp. | 9,151 | $2.48M | 0.41% | −393−4.1% | Reduced |
| Northern Financial Advisors Inc | 9,193 | $2.49M | 1.89% | +94+1.0% | Added |
| Massmutual Trust Co FSB | 9,224 | $2.50M | 0.07% | +549+6.3% | Added |
| Stock Yards Bank & Trust Co | 9,227 | $2.50M | 0.08% | −146−1.6% | Reduced |
| Parkside Financial Bank & Trust | 9,249 | $2.51M | 0.35% | +582+6.7% | Added |
| Applied Capital LLC | 9,261 | $2.51M | 1.96% | −70−0.8% | Reduced |
| Moors & Cabot, Inc. | 9,291 | $2.52M | 0.13% | +96+1.0% | Added |
| Carl P. Sherr & Co., LLC | 9,300 | $2.52M | 1.33% | −99−1.1% | Reduced |
| Beacon Investment Advisors LLC | 9,328 | $2.53M | 1.20% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,346 | $2.53M | 0.08% | +435+4.9% | Added |
| TAGStone Capital, Inc. | 9,356 | $2.54M | 1.30% | +113+1.2% | Added |
| Institute for Wealth Management, LLC. | 9,383 | $2.54M | 0.32% | −18−0.2% | Reduced |
| Evergreen Capital Management LLC | 9,389 | $2.55M | 0.09% | +252+2.8% | Added |
| Hartford Funds Management Co LLC | 9,415 | $2.55M | 0.24% | +231+2.5% | Added |
| Horizon Investments, LLC | 9,499 | $2.57M | 0.07% | −1,105−10.4% | Reduced |
| Trustco Bank Corp N Y | 9,514 | $2.58M | 2.59% | −180−1.9% | Reduced |
| Plimoth Trust Co LLC | 9,554 | $2.59M | 0.65% | −377−3.8% | Reduced |
| Evoke Wealth, LLC | 9,573 | $2.60M | 0.07% | +9,573 | New |
| Marble Harbor Investment Counsel, LLC | 9,586 | $2.60M | 0.28% | −25−0.3% | Reduced |
| Knuff & Co LLC | 9,650 | $2.62M | 0.80% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 9,655 | $2.62M | 0.65% | −154−1.6% | Reduced |
| Wolff Wiese Magana LLC | 9,659 | $2.62M | 1.79% | +136+1.4% | Added |
| Inlet Private Wealth, LLC | 9,751 | $2.64M | 0.67% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 9,763 | $2.65M | 0.24% | +154+1.6% | Added |
| Americana Partners, LLC | 9,772 | $2.65M | 0.18% | +42+0.4% | Added |
| Xcel Wealth Management, LLC | 9,793 | $2.66M | 0.78% | −30−0.3% | Reduced |
| RFG Advisory, LLC | 9,802 | $2.66M | 0.08% | +979+11.1% | Added |
| Doheny Asset Management | 9,820 | $2.66M | 1.82% | −50−0.5% | Reduced |
| Wilkins Investment Counsel Inc | 9,832 | $2.67M | 0.37% | −1,250−11.3% | Reduced |
| Joel Isaacson & Co., LLC | 9,843 | $2.67M | 0.13% | −256−2.5% | Reduced |
| Sargent Investment Group, LLC | 9,852 | $2.67M | 0.48% | +1,348+15.9% | Added |
| Bigelow Investment Advisors, LLC | 9,860 | $2.67M | 1.19% | −120−1.2% | Reduced |
| Wealthspire Advisors, LLC | 9,898 | $2.68M | 0.03% | +4,428+81.0% | Added |
| Vident Advisory, LLC | 9,953 | $2.70M | 0.07% | +2,407+31.9% | Added |
| Union Heritage Capital, LLC | 9,968 | $2.70M | 1.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 9,978 | $2.71M | 0.03% | +9,978 | New |
| NTV Asset Management LLC | 10,015 | $2.72M | 0.36% | −25−0.2% | Reduced |
| Empower Advisory Group, LLC | 10,017 | $2.72M | 0.01% | +33+0.3% | Added |
| Cunning Capital Partners, LP | 10,070 | $2.73M | 1.45% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 10,079 | $2.73M | 0.24% | +440+4.6% | Added |
| FOCUS Wealth Advisors, LLC | 10,163 | $2.76M | 1.37% | −232−2.2% | Reduced |
| Northstar Advisory Group, LLC | 10,184 | $2.76M | 1.43% | −30.0% | Reduced |
| Sawgrass Asset Management LLC | 10,231 | $2.77M | 0.29% | −153−1.5% | Reduced |
| Flputnam Investment Management Co | 12,300 | $2.79M | 0.05% | +4,891+66.0% | Added |
| Bailard, Inc. | 10,291 | $2.79M | 0.07% | +247+2.5% | Added |
| Mission Wealth Management, LP | 10,299 | $2.79M | 0.07% | −20.0% | Reduced |
| Constitution Capital LLC | 10,350 | $2.81M | 1.50% | −1,400−11.9% | Reduced |
| Wedmont Private Capital | 10,261 | $2.81M | 0.16% | +590+6.1% | Added |
| Buttonwood Financial Advisors Inc. | 10,383 | $2.82M | 1.23% | −231−2.2% | Reduced |
| Guardian Capital LP | 10,388 | $2.82M | 0.10% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10,516 | $2.85M | 1.34% | −348−3.2% | Reduced |
| Fulton Bank, N.A. | 10,530 | $2.86M | 0.11% | +18+0.2% | Added |
| Icon Wealth Advisors, LLC | 10,546 | $2.86M | 0.24% | −118−1.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,553 | $2.86M | 1.73% | +1,813+20.7% | Added |
| J. Safra Sarasin Holding AG | 10,573 | $2.87M | 0.05% | −332−3.0% | Reduced |
| Qtron Investments LLC | 10,603 | $2.88M | 0.39% | +1,057+11.1% | Added |
| Donoghue Forlines LLC | 10,603 | $2.88M | 0.82% | +1,729+19.5% | Added |
| Great Lakes Retirement, Inc. | 10,627 | $2.88M | 0.37% | +178+1.7% | Added |
| First Horizon Advisors, Inc. | 10,655 | $2.89M | 0.08% | +2,608+32.4% | Added |
| Deane Retirement Strategies, Inc. | 10,787 | $2.93M | 1.43% | −42−0.4% | Reduced |
| Personal Cfo Solutions, LLC | 10,836 | $2.94M | 0.41% | −1,513−12.3% | Reduced |
| Peak Financial Advisors LLC | 10,836 | $2.94M | 1.51% | +10,836 | New |
| Penn Davis McFarland Inc | 10,852 | $2.94M | 0.33% | +10,852 | New |
| BKD Wealth Advisors, LLC | 10,924 | $2.96M | 0.07% | −4,404−28.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 10,956 | $2.97M | 0.41% | +1,845+20.3% | Added |
| Strategic Wealth Partners, Ltd. | 10,958 | $2.97M | 0.29% | +98+0.9% | Added |
| Gifford Fong Associates | 11,000 | $2.98M | 0.75% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 11,061 | $3.00M | 0.29% | −4,501−28.9% | Reduced |
| Intrinsic Value Partners, LLC | 11,114 | $3.01M | 3.02% | −2,836−20.3% | Reduced |
| Fiduciary Alliance LLC | 11,135 | $3.02M | 0.40% | +10,183+1,069.6% | Added |
| Smithfield Trust Co | 11,133 | $3.02M | 0.15% | +4,646+71.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 11,164 | $3.03M | 0.65% | −2,819−20.2% | Reduced |
| G&S Capital LLC | 11,183 | $3.03M | 1.27% | +4,656+71.3% | Added |
| Concurrent Investment Advisors, LLC | 11,204 | $3.04M | 0.09% | +731+7.0% | Added |
| Vestcor Inc | 11,208 | $3.04M | 0.10% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 11,211 | $3.04M | 0.39% | +3,428+44.0% | Added |
| Gladstone Institutional Advisory LLC | 11,253 | $3.05M | 0.15% | −3,104−21.6% | Reduced |
| Private Wealth Partners, LLC | 11,283 | $3.06M | 0.24% | +70+0.6% | Added |
| Sigma Planning Corp | 11,325 | $3.07M | 0.09% | +265+2.4% | Added |