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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 14,563 | $3.96M | 0.09% | +1,413+10.7% | Added |
| Chartwell Investment Partners, LLC | 14,614 | $3.96M | 0.14% | +716+5.2% | Added |
| Benedict Financial Advisors Inc | 14,656 | $3.97M | 0.94% | +172+1.2% | Added |
| Pettee Investors, Inc. | 14,706 | $3.99M | 1.94% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 14,706 | $3.99M | 1.56% | −65−0.4% | Reduced |
| Conscious Wealth Investments, LLC | 14,771 | $4.01M | 2.76% | −155−1.0% | Reduced |
| CenterBook Partners LP | 14,775 | $4.01M | 0.25% | −1,046−6.6% | Reduced |
| Kanawha Capital Management LLC | 14,897 | $4.04M | 0.29% | −308−2.0% | Reduced |
| Goelzer Investment Management, Inc. | 14,909 | $4.04M | 0.22% | −461−3.0% | Reduced |
| Wynn Capital, LLC | 15,010 | $4.07M | 2.67% | +152+1.0% | Added |
| Catalyst Capital Advisors LLC | 15,101 | $4.10M | 0.09% | +15,101 | New |
| Strata Wealth Advisors, LLC | 15,133 | $4.10M | 1.32% | −203−1.3% | Reduced |
| L2 Asset Management, LLC | 15,193 | $4.12M | 1.12% | +5,537+57.3% | Added |
| Beese Fulmer Investment Management, Inc. | 15,210 | $4.12M | 0.35% | −163−1.1% | Reduced |
| Meitav Dash Investments Ltd | 15,925 | $4.13M | 0.07% | +111+0.7% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 15,341 | $4.16M | 0.04% | −734−4.6% | Reduced |
| Lincoln Capital LLC | 15,353 | $4.16M | 0.88% | −265−1.7% | Reduced |
| Foundations Investment Advisors, LLC | 15,456 | $4.19M | 0.09% | +2,871+22.8% | Added |
| Kerusso Capital Management LLC | 15,481 | $4.20M | 2.67% | +934+6.4% | Added |
| Leonteq Securities AG | 15,486 | $4.20M | 0.49% | +2,594+20.1% | Added |
| Empire Financial Management Company, LLC | 15,551 | $4.22M | 1.30% | −10−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 15,751 | $4.27M | 0.12% | +122+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 15,805 | $4.29M | 0.35% | +3,110+24.5% | Added |
| Lee Johnson Capital Management, LLC | 15,820 | $4.29M | 2.21% | +15,820 | New |
| Moody Lynn & Lieberson, LLC | 15,949 | $4.33M | 0.27% | −320−2.0% | Reduced |
| BDF-Gestion | 19,515 | $4.33M | 0.71% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 15,992 | $4.34M | 0.19% | +786+5.2% | Added |
| Brave Asset Management Inc | 16,009 | $4.34M | 1.08% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 16,156 | $4.38M | 2.12% | +8,223+103.7% | Added |
| Panagora Asset Management Inc | 16,200 | $4.39M | 0.02% | +10,089+165.1% | Added |
| WP Advisors, LLC | 16,364 | $4.44M | 1.62% | −1,364−7.7% | Reduced |
| Park Avenue Securities LLC | 16,404 | $4.45M | 0.05% | +441+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,547 | $4.49M | 0.21% | −132−0.8% | Reduced |
| Ghe, LLC | 16,574 | $4.50M | 1.68% | +16,574 | New |
| Dynamic Advisor Solutions LLC | 16,578 | $4.50M | 0.13% | +3,772+29.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,628 | $4.51M | 0.31% | −1,700−9.3% | Reduced |
| Arjuna Capital | 16,879 | $4.58M | 1.19% | −6,513−27.8% | Reduced |
| National Asset Management, Inc. | 16,909 | $4.58M | 0.13% | −286−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,926 | $4.59M | 0.18% | −422−2.4% | Reduced |
| Pring Turner Capital Group Inc | 16,941 | $4.59M | 2.90% | −32−0.2% | Reduced |
| Stone Point Wealth LLC | 16,955 | $4.60M | 1.48% | −487−2.8% | Reduced |
| Resonant Capital Advisors, LLC | 17,104 | $4.64M | 0.34% | +126+0.7% | Added |
| Bill Few Associates, Inc. | 17,196 | $4.66M | 1.66% | +198+1.2% | Added |
| Caldwell Trust Co | 17,319 | $4.70M | 0.49% | +1,328+8.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 17,433 | $4.73M | 0.40% | +1,615+10.2% | Added |
| Park National Corp | 17,443 | $4.73M | 0.17% | −340−1.9% | Reduced |
| ING Groep NV | 17,458 | $4.73M | 0.03% | −22,227−56.0% | Reduced |
| iA Global Asset Management Inc. | 17,477 | $4.74M | 0.08% | +8,939+104.7% | Added |
| Mathes Company, Inc. | 17,480 | $4.74M | 1.67% | −190−1.1% | Reduced |
| Haverford Trust Co | 17,547 | $4.76M | 0.05% | −116−0.7% | Reduced |
| F/M Investments LLC | 17,589 | $4.77M | 0.16% | −10,868−38.2% | Reduced |
| NorthRock Partners, LLC | 17,698 | $4.80M | 0.16% | +198+1.1% | Added |
| Teamwork Financial Advisors, LLC | 17,731 | $4.81M | 0.67% | +756+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,800 | $4.83M | 0.11% | −284−1.6% | Reduced |
| Callahan Advisors, LLC | 17,825 | $4.83M | 0.47% | −75−0.4% | Reduced |
| Richard Bernstein Advisors LLC | 17,834 | $4.84M | 0.10% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 17,855 | $4.84M | 0.14% | −37,070−67.5% | Reduced |
| Dakota Wealth Management | 17,857 | $4.84M | 0.11% | −263−1.5% | Reduced |
| RSM US Wealth Management LLC | 18,035 | $4.84M | 0.07% | +2,460+15.8% | Added |
| Integrated Wealth Concepts LLC | 17,897 | $4.85M | 0.06% | +39+0.2% | Added |
| TKG Advisors, LLC | 17,897 | $4.85M | 2.39% | +9,560+114.7% | Added |
| NVWM, LLC | 17,958 | $4.87M | 1.24% | +1,550+9.4% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $4.89M | 1.68% | 00.0% | Unchanged |
| Natixis | 18,071 | $4.90M | 0.03% | −54,907−75.2% | Reduced |
| Weiss Asset Management LP | 18,092 | $4.91M | 0.12% | +18,092 | New |
| Equitable Holdings, Inc. | 18,099 | $4.91M | 0.05% | +1,765+10.8% | Added |
| Glenview Trust Co | 18,130 | $4.92M | 0.09% | +420+2.4% | Added |
| Verdence Capital Advisors LLC | 18,135 | $4.92M | 0.39% | +692+4.0% | Added |
| Selway Asset Management | 18,172 | $4.93M | 1.93% | 00.0% | Unchanged |
| Wright Investors Service Inc | 18,194 | $4.93M | 1.29% | +30+0.2% | Added |
| Jag Capital Management, LLC | 18,197 | $4.94M | 0.60% | +371+2.1% | Added |
| Everence Capital Management Inc | 18,254 | $4.95M | 0.31% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 18,329 | $4.97M | 0.02% | +773+4.4% | Added |
| Mount Vernon Associates Inc | 18,341 | $4.97M | 3.95% | +250+1.4% | Added |
| Morton Community Bank | 18,400 | $4.99M | 1.30% | −615−3.2% | Reduced |
| Courier Capital LLC | 18,480 | $5.01M | 0.34% | −160−0.9% | Reduced |
| Welch Group, LLC | 18,500 | $5.02M | 0.22% | +1,658+9.8% | Added |
| CoreCap Advisors, LLC | 18,544 | $5.03M | 0.24% | +18,544 | New |
| Oliver Luxxe Assets LLC | 18,584 | $5.04M | 0.90% | −309−1.6% | Reduced |
| Elgethun Capital Management | 18,646 | $5.06M | 1.19% | +428+2.3% | Added |
| LGT Group Foundation | 18,789 | $5.09M | 0.08% | −1,454−7.2% | Reduced |
| Commerzbank Aktiengesellschaft | 18,829 | $5.11M | 0.14% | +915+5.1% | Added |
| Ossiam | 18,895 | $5.12M | 0.10% | +68+0.4% | Added |
| Birmingham Capital Management Co Inc | 19,075 | $5.17M | 1.88% | −2,085−9.9% | Reduced |
| Optimas Capital Ltd | 19,100 | $5.18M | 4.91% | +7,100+59.2% | Added |
| Sumitomo Life Insurance Co | 19,207 | $5.21M | 0.10% | +337+1.8% | Added |
| Shell Asset Management Co | 19,227 | $5.21M | 0.23% | +19,227 | New |
| Modera Wealth Management, LLC | 19,325 | $5.24M | 0.07% | +70.0% | Added |
| CSM Advisors, LLC | 19,370 | $5.25M | 0.34% | −135−0.7% | Reduced |
| NBT Bank N A | 19,384 | $5.26M | 0.35% | −1,106−5.4% | Reduced |
| Cullen Capital Management LLC | 19,389 | $5.26M | 0.06% | −739−3.7% | Reduced |
| Jennison Associates LLC | 19,418 | $5.27M | 0.00% | −119,378−86.0% | Reduced |
| Central Pacific Bank - Trust Division | 19,425 | $5.27M | 0.66% | −2,950−13.2% | Reduced |
| Snowden Capital Advisors LLC | 19,445 | $5.27M | 0.16% | +191+1.0% | Added |
| Ballentine Partners, LLC | 19,627 | $5.32M | 0.09% | +1,756+9.8% | Added |
| Insight Wealth Strategies, LLC | 19,636 | $5.33M | 0.70% | +189+1.0% | Added |
| BFSG, LLC | 19,859 | $5.39M | 0.63% | −1,137−5.4% | Reduced |
| LaFleur & Godfrey LLC | 19,874 | $5.39M | 0.74% | −565−2.8% | Reduced |
| JLB & Associates Inc | 19,913 | $5.40M | 0.69% | +2,489+14.3% | Added |
| Auto-Owners Insurance Co | 19,950 | $5.41M | 0.13% | 00.0% | Unchanged |