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 |
|---|---|---|---|---|---|
| Fruth Investment Management | 11,350 | $3.08M | 0.80% | −200−1.7% | Reduced |
| Impax Asset Management Group plc | 11,351 | $3.08M | 0.01% | −417−3.5% | Reduced |
| Strategic Planning Group, LLC | 11,362 | $3.08M | 0.61% | +561+5.2% | Added |
| Boston Family Office LLC | 11,430 | $3.10M | 0.21% | 00.0% | Unchanged |
| QV Investors Inc. | 11,430 | $3.10M | 0.27% | +60+0.5% | Added |
| Valueworks LLC | 11,436 | $3.10M | 0.99% | −149−1.3% | Reduced |
| Investment Advisory Services Inc | 11,492 | $3.12M | 1.10% | −1,665−12.7% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.13M | 0.01% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 11,534 | $3.13M | 0.96% | +906+8.5% | Added |
| Bull Street Advisors, LLC | 11,550 | $3.13M | 1.45% | −25−0.2% | Reduced |
| Moody National Bank Trust Division | 11,554 | $3.13M | 0.34% | +413+3.7% | Added |
| Eads & Heald Wealth Management | 11,559 | $3.13M | 1.49% | −857−6.9% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $3.14M | 1.14% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 11,585 | $3.14M | 0.66% | −122−1.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $3.15M | 0.07% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 11,637 | $3.16M | 0.07% | +1,202+11.5% | Added |
| Lowe Brockenbrough & Co Inc | 11,678 | $3.17M | 0.20% | +2,715+30.3% | Added |
| Trust Co of Toledo NA | 11,696 | $3.17M | 0.43% | +60+0.5% | Added |
| Azimuth Capital Investment Management LLC | 11,700 | $3.17M | 0.12% | +10+0.1% | Added |
| Harbor Capital Advisors, Inc. | 11,702 | $3.17M | 0.14% | +283+2.5% | Added |
| Fifth Third Wealth Advisors LLC | 11,709 | $3.18M | 0.19% | +529+4.7% | Added |
| Peoples Financial Services Corp. | 11,733 | $3.18M | 1.44% | −284−2.4% | Reduced |
| Global Retirement Partners, LLC | 11,758 | $3.19M | 0.10% | +4,632+65.0% | Added |
| Arete Wealth Advisors, LLC | 12,002 | $3.19M | 0.27% | +1,383+13.0% | Added |
| KCM Investment Advisors LLC | 11,878 | $3.22M | 0.11% | +108+0.9% | Added |
| Summit Trail Advisors, LLC | 11,906 | $3.23M | 0.08% | +1,036+9.5% | Added |
| Insigneo Advisory Services, LLC | 11,924 | $3.23M | 0.33% | −683−5.4% | Reduced |
| Parallel Advisors, LLC | 11,927 | $3.23M | 0.08% | +896+8.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,963 | $3.24M | 2.05% | −650−5.2% | Reduced |
| Insight Inv LLC | 11,981 | $3.25M | 2.73% | −600−4.8% | Reduced |
| Change Path, LLC | 11,990 | $3.25M | 0.11% | −103−0.9% | Reduced |
| Independent Investors Inc | 12,000 | $3.25M | 0.66% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,017 | $3.26M | 0.01% | −7,773−39.3% | Reduced |
| SOL Capital Management CO | 12,048 | $3.27M | 0.36% | +25+0.2% | Added |
| Frank, Rimerman Advisors LLC | 12,081 | $3.28M | 0.23% | +1,028+9.3% | Added |
| Rathbone Brothers plc | 12,128 | $3.29M | 0.02% | −18−0.1% | Reduced |
| Independent Financial Group, LLC | 12,270 | $3.33M | 0.12% | +459+3.9% | Added |
| Ahl Investment Management, Inc. | 12,306 | $3.34M | 2.30% | −25−0.2% | Reduced |
| Fortis Group Advisors, LLC | 12,326 | $3.34M | 0.62% | −739−5.7% | Reduced |
| Vinva Investment Management Ltd | 12,360 | $3.35M | 0.15% | −326−2.6% | Reduced |
| International Assets Investment Management, LLC | 909,737 | $3.35M | 0.02% | +906,353+26,783.5% | Added |
| Alight Capital Management LP | 12,400 | $3.36M | 1.21% | +12,400 | New |
| Bleakley Financial Group, LLC | 12,409 | $3.37M | 0.10% | +297+2.5% | Added |
| Ostrum Asset Management | 12,424 | $3.37M | 0.28% | −595−4.6% | Reduced |
| Cullen Investment Group, Ltd. | 12,432 | $3.37M | 0.50% | +19+0.2% | Added |
| Rehmann Capital Advisory Group | 12,382 | $3.37M | 0.22% | −547−4.2% | Reduced |
| Sawyer & Company, Inc | 12,447 | $3.38M | 1.25% | −23−0.2% | Reduced |
| Centiva Capital, LP | 12,483 | $3.39M | 0.15% | −6,391−33.9% | Reduced |
| Connable Office Inc | 12,606 | $3.42M | 0.34% | +53+0.4% | Added |
| Trajan Wealth LLC | 12,615 | $3.42M | 0.20% | +1,792+16.6% | Added |
| We Are One Seven, LLC | 12,641 | $3.43M | 0.15% | +6,538+107.1% | Added |
| Invesco, LLC | 12,654 | $3.43M | 1.37% | −110−0.9% | Reduced |
| Cito Capital Group, LLC | 12,725 | $3.45M | 1.29% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,739 | $3.45M | 0.14% | +1,874+17.2% | Added |
| Quadrant Capital Group LLC | 12,760 | $3.46M | 0.24% | +68+0.5% | Added |
| Webster Bank, N. A. | 12,781 | $3.47M | 0.37% | −880−6.4% | Reduced |
| Chicago Capital, LLC | 12,855 | $3.49M | 0.10% | +276+2.2% | Added |
| Profund Advisors LLC | 12,861 | $3.49M | 0.13% | +82+0.6% | Added |
| Apollon Wealth Management, LLC | 12,903 | $3.50M | 0.10% | +467+3.8% | Added |
| AE Wealth Management LLC | 13,160 | $3.57M | 0.03% | −1,819−12.1% | Reduced |
| Greenfield Savings Bank | 13,165 | $3.57M | 1.69% | +12+0.1% | Added |
| Smith, Salley & Associates | 13,171 | $3.57M | 0.23% | −27−0.2% | Reduced |
| Hodges Capital Management Inc. | 13,407 | $3.64M | 0.23% | −2,823−17.4% | Reduced |
| Townsend & Associates, Inc | 13,416 | $3.64M | 0.37% | +124+0.9% | Added |
| Proequities, Inc. | 13,421 | $3.64M | 0.22% | −391−2.8% | Reduced |
| Grandfield & Dodd, LLC | 13,484 | $3.66M | 0.22% | +13+0.1% | Added |
| Meeder Advisory Services, Inc. | 13,499 | $3.66M | 0.24% | +400+3.1% | Added |
| Jacobi Capital Management LLC | 13,503 | $3.66M | 0.28% | +145+1.1% | Added |
| Teachers Insurance & Annuity Association of America | 13,535 | $3.67M | 5.61% | +13,535 | New |
| Tower Bridge Advisors | 13,627 | $3.70M | 0.38% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 13,688 | $3.71M | 0.06% | −560−3.9% | Reduced |
| Principal Securities, Inc. | 13,771 | $3.73M | 0.09% | +1,193+9.5% | Added |
| TD Private Client Wealth LLC | 13,794 | $3.74M | 0.11% | +870+6.7% | Added |
| Canandaigua National Bank & Trust Co | 13,852 | $3.76M | 0.36% | −397−2.8% | Reduced |
| ProVise Management Group, LLC | 13,860 | $3.76M | 0.30% | −110−0.8% | Reduced |
| Nemes Rush Group LLC | 16,520 | $3.76M | 0.55% | −100−0.6% | Reduced |
| BLB&B Advisors, LLC | 13,896 | $3.77M | 0.19% | +2,474+21.7% | Added |
| Hilltop Holdings Inc. | 13,912 | $3.77M | 0.25% | +3,552+34.3% | Added |
| Lodestone Wealth Management LLC | 13,983 | $3.79M | 1.92% | −141−1.0% | Reduced |
| Brendel Financial Advisors LLC | 14,021 | $3.80M | 2.16% | 00.0% | Unchanged |
| Herbst Group, LLC | 14,041 | $3.81M | 2.36% | +760+5.7% | Added |
| Compass Wealth Management LLC | 14,085 | $3.82M | 0.90% | −920−6.1% | Reduced |
| Hartline Investment Corp | 14,086 | $3.82M | 0.48% | +3,242+29.9% | Added |
| Merit Financial Group, LLC | 14,122 | $3.83M | 0.09% | +516+3.8% | Added |
| Columbia Asset Management | 14,150 | $3.84M | 0.68% | +281+2.0% | Added |
| BNC Wealth Management, LLC | 14,179 | $3.85M | 1.42% | +602+4.4% | Added |
| Gotham Asset Management, LLC | 14,201 | $3.85M | 0.04% | +2,236+18.7% | Added |
| Capital International Inc | 14,224 | $3.86M | 0.05% | +432+3.1% | Added |
| West Oak Capital, LLC | 14,282 | $3.87M | 0.72% | −380−2.6% | Reduced |
| South State Corp. | 14,287 | $3.87M | 0.27% | +433+3.1% | Added |
| Empowered Funds, LLC | 14,291 | $3.88M | 0.06% | +281+2.0% | Added |
| Signaturefd, LLC | 14,297 | $3.88M | 0.07% | +33+0.2% | Added |
| Buckhead Capital Management LLC | 14,334 | $3.89M | 1.23% | −864−5.7% | Reduced |
| New England Asset Management Inc | 14,410 | $3.91M | 0.61% | −1,010−6.5% | Reduced |
| TCTC Holdings, LLC | 14,434 | $3.91M | 0.13% | +64+0.4% | Added |
| Schechter Investment Advisors, LLC | 14,489 | $3.93M | 0.29% | −465−3.1% | Reduced |
| Taurus Asset Management, LLC | 14,498 | $3.93M | 0.38% | −11,300−43.8% | Reduced |
| Horizon Investment Services, LLC | 14,556 | $3.95M | 1.69% | +6,385+78.1% | Added |
| William Allan, LLC | 14,563 | $3.95M | 2.45% | −141−1.0% | Reduced |
| Aviance Capital Partners, LLC | 14,590 | $3.96M | 0.52% | +153+1.1% | Added |