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 |
|---|---|---|---|---|---|
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.46M | 1.83% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 20,427 | $5.53M | 2.28% | 00.0% | Unchanged |
| Empirical Finance, LLC | 20,444 | $5.54M | 0.32% | +347+1.7% | Added |
| Impact Asset Management GmbH | 20,550 | $5.57M | 2.14% | +20,550 | New |
| Stephens Inc | 20,593 | $5.58M | 0.08% | −75−0.4% | Reduced |
| Norden Group LLC | 20,639 | $5.60M | 0.66% | +19,054+1,202.1% | Added |
| First Hawaiian Bank | 20,696 | $5.61M | 0.18% | +3,243+18.6% | Added |
| Trinity Legacy Partners, LLC | 20,336 | $5.62M | 1.44% | −1,503−6.9% | Reduced |
| Northstar Group, Inc. | 20,755 | $5.63M | 0.98% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 20,825 | $5.65M | 3.47% | −1,064−4.9% | Reduced |
| Oddo BHF Asset Management SAS | 21,015 | $5.70M | 0.28% | +21,015 | New |
| Omers Administration Corp | 21,139 | $5.73M | 0.05% | −700−3.2% | Reduced |
| Fort Sheridan Advisors LLC | 21,157 | $5.74M | 0.87% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 21,305 | $5.78M | 0.07% | +44+0.2% | Added |
| Chapman Investment Management, LLC | 21,381 | $5.80M | 4.24% | +240+1.1% | Added |
| EP Wealth Advisors, LLC | 21,388 | $5.80M | 0.05% | −294−1.4% | Reduced |
| Greenleaf Trust | 21,436 | $5.81M | 0.05% | +81+0.4% | Added |
| Fiduciary Group LLC | 21,456 | $5.82M | 0.59% | −102−0.5% | Reduced |
| Hi-Line Capital Management, LLC | 21,517 | $5.84M | 2.87% | −27,285−55.9% | Reduced |
| Milestone Asset Management, LLC | 21,539 | $5.84M | 1.31% | +4,390+25.6% | Added |
| Sequoia Financial Advisors, LLC | 21,562 | $5.85M | 0.06% | +9,000+71.6% | Added |
| Artemis Investment Management LLP | 21,705 | $5.89M | 0.09% | −126,061−85.3% | Reduced |
| Gilman Hill Asset Management, LLC | 21,787 | $5.91M | 0.99% | +1,555+7.7% | Added |
| Advisory Services Network, LLC | 25,584 | $5.92M | 0.12% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 21,932 | $5.95M | 2.35% | −14−0.1% | Reduced |
| Longbow Finance SA | 22,048 | $5.98M | 0.64% | +3,972+22.0% | Added |
| Naples Global Advisors, LLC | 22,079 | $5.99M | 0.56% | −70−0.3% | Reduced |
| Umb Bank N A | 22,133 | $6.00M | 0.09% | +1,340+6.4% | Added |
| Family Management Corp | 22,179 | $6.01M | 1.00% | +40.0% | Added |
| Kingsview Wealth Management, LLC | 22,259 | $6.04M | 0.13% | +1,763+8.6% | Added |
| Bremer Bank National Association | 22,304 | $6.05M | 1.14% | −917−3.9% | Reduced |
| Raymond James Trust N.A. | 22,346 | $6.06M | 0.13% | −386−1.7% | Reduced |
| Condor Capital Management | 22,362 | $6.06M | 0.55% | +5,266+30.8% | Added |
| Grassi Investment Management | 22,460 | $6.09M | 0.53% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 22,534 | $6.11M | 0.06% | +22,534 | New |
| Chemung Canal Trust Co | 22,550 | $6.12M | 1.24% | −15,749−41.1% | Reduced |
| Montag A & Associates Inc | 22,594 | $6.13M | 0.29% | +1,651+7.9% | Added |
| Hutner Capital Management Inc | 22,677 | $6.15M | 3.06% | −100−0.4% | Reduced |
| Scotia Capital Inc. | 22,846 | $6.20M | 0.03% | +6,443+39.3% | Added |
| CWM, LLC | 22,983 | $6.23M | 0.03% | +1,857+8.8% | Added |
| RBF Capital, LLC | 23,000 | $6.24M | 0.32% | 00.0% | Unchanged |
| Bretton Capital Management, LLC | 23,100 | $6.26M | 5.98% | +23,100 | New |
| Chicago Trust Co NA | 23,139 | $6.28M | 1.08% | +835+3.7% | Added |
| Sandhill Capital Partners LLC | 23,159 | $6.28M | 0.45% | +677+3.0% | Added |
| GYL Financial Synergies, LLC | 23,183 | $6.29M | 0.47% | −182−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 23,266 | $6.31M | 0.22% | +55+0.2% | Added |
| Graham Capital Management, L.P. | 23,322 | $6.32M | 0.21% | +23,322 | New |
| Kingfisher Capital LLC | 23,361 | $6.34M | 1.45% | −1,221−5.0% | Reduced |
| Silvant Capital Management LLC | 23,379 | $6.34M | 0.28% | −1,500−6.0% | Reduced |
| Wetherby Asset Management Inc | 23,387 | $6.34M | 0.29% | −668−2.8% | Reduced |
| E. Ohman J:or Asset Management AB | 23,400 | $6.35M | 0.16% | −1,200−4.9% | Reduced |
| Plato Investment Management Ltd | 23,437 | $6.35M | 0.52% | +1,041+4.6% | Added |
| Trust Co of Vermont | 23,459 | $6.36M | 0.32% | +565+2.5% | Added |
| Synovus Financial Corp | 23,491 | $6.37M | 0.07% | +856+3.8% | Added |
| Concentric Wealth Management, LLC | 23,510 | $6.38M | 1.55% | −854−3.5% | Reduced |
| Community Financial Services Group, LLC | 23,510 | $6.38M | 1.30% | −261−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,705 | $6.43M | 0.61% | +377+1.6% | Added |
| Wisconsin Capital Management LLC | 23,769 | $6.45M | 3.38% | +12+0.1% | Added |
| Bell Asset Management Ltd | 23,811 | $6.46M | 1.18% | −12,630−34.7% | Reduced |
| Moran Wealth Management, LLC | 23,854 | $6.47M | 0.20% | +23,854 | New |
| Veriti Management LLC | 24,243 | $6.57M | 0.35% | +3,319+15.9% | Added |
| Venture Visionary Partners LLC | 24,251 | $6.58M | 0.29% | −580−2.3% | Reduced |
| Hendershot Investments Inc. | 24,372 | $6.61M | 0.90% | −3,900−13.8% | Reduced |
| Investment Management Corp of Ontario | 24,441 | $6.63M | 0.15% | +6,200+34.0% | Added |
| NEOS Investment Management LLC | 24,493 | $6.64M | 0.20% | +4,872+24.8% | Added |
| Roundview Capital LLC | 24,537 | $6.65M | 0.48% | −1,048−4.1% | Reduced |
| McMahon Financial Advisors, LLC | 24,559 | $6.66M | 1.46% | +24,278+8,639.9% | Added |
| NewEdge Wealth, LLC | 24,631 | $6.68M | 0.12% | +7,416+43.1% | Added |
| Warther Private Wealth, LLC | 24,727 | $6.71M | 2.36% | −4,710−16.0% | Reduced |
| Avantax Advisory Services, Inc. | 24,751 | $6.71M | 0.04% | +2,133+9.4% | Added |
| Wedbush Securities Inc | 24,779 | $6.72M | 0.25% | −3,529−12.5% | Reduced |
| Bokf, NA | 25,039 | $6.73M | 0.12% | −165−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 24,860 | $6.74M | 0.08% | −1,771−6.7% | Reduced |
| Siemens Fonds Invest GmbH | 24,905 | $6.75M | 0.54% | −608−2.4% | Reduced |
| Bleichroeder LP | 25,000 | $6.78M | 1.82% | 00.0% | Unchanged |
| Long Corridor Asset Management Ltd | 25,000 | $6.78M | 5.97% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 25,321 | $6.86M | 0.07% | +344+1.4% | Added |
| Chatham Capital Group, Inc. | 25,396 | $6.89M | 1.13% | +95+0.4% | Added |
| Jones Financial Companies LLLP | 25,462 | $6.90M | 0.01% | +11,597+83.6% | Added |
| Riggs Asset Managment Co. Inc. | 25,531 | $6.92M | 1.89% | +64+0.3% | Added |
| Adalta Capital Management LLC | 25,605 | $6.94M | 3.58% | 00.0% | Unchanged |
| First Interstate Bank | 25,618 | $6.95M | 0.42% | −745−2.8% | Reduced |
| AMG National Trust Bank | 25,623 | $6.95M | 0.19% | −7,684−23.1% | Reduced |
| Reliant Investment Management, LLC | 25,649 | $6.96M | 3.27% | −158−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 25,825 | $7.00M | 0.69% | −1,365−5.0% | Reduced |
| Arcadia Investment Management Corp | 25,834 | $7.01M | 1.15% | +144+0.6% | Added |
| Foster Group, Inc. | 25,872 | $7.02M | 0.26% | −110.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,488 | $7.18M | 0.26% | −229−0.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $7.32M | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 27,025 | $7.33M | 0.02% | +1,707+6.7% | Added |
| Adviser Investments LLC | 27,036 | $7.33M | 0.09% | +1,213+4.7% | Added |
| Coastline Trust Co | 27,080 | $7.34M | 0.86% | +858+3.3% | Added |
| Acadian Asset Management LLC | 27,213 | $7.38M | 0.02% | −13,279−32.8% | Reduced |
| Agf Management Ltd | 27,259 | $7.39M | 0.04% | −1,563−5.4% | Reduced |
| Erste Asset Management GmbH | 27,330 | $7.41M | 0.09% | +3,691+15.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 27,406 | $7.43M | 1.82% | +72+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $7.46M | 0.49% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 27,763 | $7.53M | 0.25% | −1,200−4.1% | Reduced |
| Avitas Wealth Management LLC | 28,076 | $7.61M | 1.07% | +394+1.4% | Added |
| Metis Global Partners, LLC | 28,336 | $7.68M | 0.24% | +780+2.8% | Added |