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
- +136 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
- 230
- 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 216 | $58.6K | 0.00% | +85+64.9% | Added |
| Nixon Capital, LLC | 218 | $59.1K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 219 | $59.4K | 0.02% | +14+6.8% | Added |
| Fairman Group, LLC | 220 | $59.7K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 224 | $60.8K | 0.02% | +53+31.0% | Added |
| Winthrop Capital Management, LLC | 230 | $62.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 231 | $62.5K | 0.02% | +1+0.4% | Added |
| Richardson Financial Services Inc. | 282 | $65.3K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 241 | $65.4K | 0.01% | +241 | New |
| FSA Wealth Management LLC | 243 | $65.9K | 0.03% | +243 | New |
| AllSquare Wealth Management LLC | 244 | $66.2K | 0.04% | −27−10.0% | Reduced |
| Glen Eagle Advisors, LLC | 249 | $67.5K | 0.01% | +31+14.2% | Added |
| Founders Capital Management | 250 | $67.8K | 0.04% | +50+25.0% | Added |
| Flaharty Asset Management, LLC | 260 | $70.6K | 0.01% | +260 | New |
| Wiser Advisor Group LLC | 262 | $71.1K | 0.11% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 266 | $72.1K | 0.01% | +32+13.7% | Added |
| Covestor Ltd | 267 | $73.0K | 0.05% | −2−0.7% | Reduced |
| Criterion Capital Advisors, LLC | 320 | $74.1K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 275 | $74.6K | 0.01% | −576−67.7% | Reduced |
| Coston, McIsaac & Partners | 279 | $75.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 280 | $75.9K | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 281 | $76.2K | 0.02% | −14−4.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 282 | $76.3K | 0.01% | +9+3.3% | Added |
| Coppell Advisory Solutions LLC | 285 | $77.3K | 0.01% | +47+19.7% | Added |
| WFA of San Diego, LLC | 291 | $78.9K | 0.07% | −8−2.7% | Reduced |
| GW&K Investment Management, LLC | 290 | $79.0K | 0.00% | +49+20.3% | Added |
| Ritter Daniher Financial Advisory LLC | 293 | $79.5K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 294 | $79.7K | 0.03% | +22+8.1% | Added |
| Financial Network Wealth Advisors LLC | 298 | $80.7K | 0.07% | +8+2.8% | Added |
| FWL Investment Management, LLC | 300 | $81.4K | 0.03% | 00.0% | Unchanged |
| Naples Money Management LLC | 301 | $81.5K | 0.07% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $81.9K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 305 | $82.7K | 0.04% | +100+48.8% | Added |
| Carmichael Hill & Associates, Inc. | 309 | $83.8K | 0.03% | +60+24.1% | Added |
| Private Wealth Management Group, LLC | 311 | $84.3K | 0.03% | −11−3.4% | Reduced |
| Northwest Capital Management Inc | 313 | $84.9K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 317 | $86.0K | 0.02% | −90−22.1% | Reduced |
| BNP Paribas | 323 | $87.6K | 0.00% | +65+25.2% | Added |
| GoalVest Advisory LLC | 326 | $88.4K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 327 | $88.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 329 | $89.3K | 0.01% | −1,601−83.0% | Reduced |
| Beacon Capital Management, LLC | 337 | $91.3K | 0.01% | +66+24.4% | Added |
| Core Alternative Capital | 344 | $93.3K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 351 | $95.2K | 0.01% | −78−18.2% | Reduced |
| Northwest Financial Advisors | 365 | $99.0K | 0.08% | +365 | New |
| Bell Investment Advisors, Inc | 369 | $100.1K | 0.02% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 369 | $100.2K | 0.04% | +14+3.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $101.5K | 0.03% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $104.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 384 | $104.1K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 396 | $107.4K | 0.04% | −19−4.6% | Reduced |
| Field & Main Bank | 400 | $108.5K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 409 | $110.9K | 0.02% | +1+0.2% | Added |
| Hantz Financial Services, Inc. | 408 | $111.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 419 | $113.6K | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 422 | $114.4K | 0.02% | +40+10.5% | Added |
| PrairieView Partners, LLC | 440 | $119.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 440 | $119.3K | 0.08% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $119.3K | 0.06% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 378 | $121.4K | 0.00% | −1,480−79.7% | Reduced |
| Pacific Center for Financial Services | 450 | $122.0K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 458 | $124.2K | 0.06% | 00.0% | Unchanged |
| First PREMIER Bank | 466 | $126.0K | 0.03% | +466 | New |
| JCIC Asset Management Inc. | 470 | $127.5K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 473 | $128.3K | 0.06% | +1+0.2% | Added |
| New Millennium Group LLC | 489 | $132.9K | 0.09% | −1−0.2% | Reduced |
| Birchbrook, Inc. | 492 | $133.4K | 0.07% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 499 | $135.3K | 0.04% | −652−56.6% | Reduced |
| Creative Capital Management Investments LLC | 501 | $135.9K | 0.06% | +500+50,000.0% | Added |
| Logan Capital Management Inc | 503 | $136.4K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 523 | $142.0K | 0.06% | +3+0.6% | Added |
| Heritage Wealth Management, Inc. | 536 | $145.4K | 0.13% | +536 | New |
| West Paces Advisors Inc. | 540 | $146.4K | 0.04% | −15−2.7% | Reduced |
| Cape Investment Advisory, Inc. | 542 | $146.9K | 0.06% | +20+3.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $149.2K | 0.05% | +60+12.2% | Added |
| Security National Bank | 560 | $151.9K | 0.02% | −40−6.7% | Reduced |
| Westchester Capital Management, Inc. | 560 | $151.9K | 0.04% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 565 | $153.2K | 0.09% | 00.0% | Unchanged |
| First Pacific Financial | 568 | $154.0K | 0.04% | +2+0.4% | Added |
| Deseret Mutual Benefit Administrators | 580 | $157.3K | 0.08% | −42−6.8% | Reduced |
| MRP Capital Investments, LLC | 584 | $158.4K | 0.15% | +584 | New |
| Rakuten Securities, Inc. | 585 | $158.7K | 0.07% | +497+564.8% | Added |
| Strategic Investment Solutions, Inc. | 588 | $159.4K | 0.05% | +7+1.2% | Added |
| Fortitude Family Office, LLC | 593 | $160.8K | 0.06% | −133−18.3% | Reduced |
| Avalon Trust Co | 595 | $161.4K | 0.01% | −66−10.0% | Reduced |
| Paladin Wealth, LLC | 609 | $165.2K | 0.14% | +609 | New |
| Trifecta Capital Advisors, LLC | 616 | $167.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 622 | $168.7K | 0.05% | −79−11.3% | Reduced |
| 1620 Investment Advisors, Inc. | 629 | $170.5K | 0.12% | −591−48.4% | Reduced |
| Bruce G. Allen Investments, LLC | 631 | $171.1K | 0.13% | +7+1.1% | Added |
| Arlington Trust Co LLC | 633 | $171.7K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 634 | $171.9K | 0.11% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 636 | $172.4K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 638 | $173.0K | 0.11% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $173.6K | 0.09% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 600 | $173.6K | 0.11% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 644 | $174.7K | 0.04% | +644 | New |
| Westside Investment Management, Inc. | 712 | $176.8K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 660 | $179.0K | 0.04% | −40−5.7% | Reduced |
| Financial Management Professionals, Inc. | 669 | $181.0K | 0.02% | −95−12.4% | Reduced |