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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.

Institutional holdersQ3 2024: 2,459 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ3 2024: $160.6B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2024.

Institutions holding AXP in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth674$182.0K0.05%+7+1.0%Added
AdvisorNet Financial, Inc679$184.2K0.01%+269+65.6%Added
Prestige Wealth Management Group LLC682$185.0K0.04%−1,434−67.8%Reduced
First Community Trust NA685$185.8K0.15%00.0%Unchanged
Iron Horse Wealth Management, LLC688$186.7K0.06%+1+0.1%Added
Farmers & Merchants Trust Co of Chambersburg PA688$187.0K0.07%00.0%Unchanged
Johnson Financial Group, Inc.697$189.0K0.01%+596+590.1%Added
LRI Investments, LLC671$193.4K0.02%+79+13.3%Added
Slocum, Gordon & Co LLP718$194.7K0.08%00.0%Unchanged
Quest Partners LLC719$195.0K0.02%−3,172−81.5%Reduced
Cyrus J. Lawrence, LLC729$197.0K0.04%00.0%Unchanged
Vestor Capital, LLC745$202.0K0.02%00.0%Unchanged
Navis Wealth Advisors, LLC745$202.0K0.22%+745New
Acorns Advisers, LLC750$203.0K0.00%+750New
Baker Tilly Wealth Management, LLC749$203.1K0.09%−267−26.3%Reduced
Shilanski & Associates, Inc.749$203.1K0.07%+749New
LBMC Investment Advisors, LLC750$203.4K0.02%+750New
Everstar Asset Management, LLC750$203.4K0.14%+750New
Magnolia Capital Advisors LLC751$203.7K0.10%+751New
Capital Advisors Wealth Management, LLC751$203.8K0.04%+751New
SkyOak Wealth, LLC755$204.8K0.05%+755New
Executive Wealth Management, LLC757$205.2K0.02%+757New
CAP Partners, LLC757$205.3K0.15%+757New
Tyler-Stone Wealth Management758$205.6K0.04%+613+422.8%Added
Wedgewood Investors Inc758$205.6K0.22%+758New
Samalin Investment Counsel, LLC762$206.7K0.09%+762New
Northwest Quadrant Wealth Management, LLC765$207.4K0.05%+765New
Semmax Financial Advisors Inc.719$207.6K0.06%+1+0.1%Added
Gibbs Wealth Management768$208.3K0.07%+768New
Providence Capital Advisors, LLC770$208.8K0.04%00.0%Unchanged
Somerset Trust Co771$209.1K0.08%+771New
Chris Bulman Inc772$209.4K0.14%+84+12.2%Added
Live Oak Private Wealth LLC773$209.6K0.03%+773New
Castleview Partners, LLC775$210.1K0.12%−1−0.1%Reduced
Per Stirling Capital Management, LLC.775$210.3K0.03%+775New
Insight Wealth Partners, LLC777$210.7K0.13%+777New
First Financial Corp779$211.3K0.10%−48−5.8%Reduced
Bellecapital International Ltd.783$212.3K0.04%+783New
Baron Wealth Management LLC783$212.4K0.10%+783New
Kelly Financial Services LLC785$212.9K0.08%+1+0.1%Added
Crestmont Private Wealth LLC787$213.4K0.09%+787New
AlphaCore Capital LLC789$214.0K0.05%+789New
Iron Financial, LLC789$214.0K0.12%+789New
Centurion Wealth Management LLC790$214.2K0.07%+790New
Compton Wealth Advisory Group, LLC794$215.3K0.05%+794New
Hengehold Capital Management LLC794$215.3K0.02%+794New
Financial Advocates Investment Management795$215.7K0.01%+795New
Gilliland Jeter Wealth Management LLC796$215.8K0.07%00.0%Unchanged
King Wealth797$216.0K0.03%+797New
Romano Brothers and Company800$217.0K0.03%+800New
Boston Research & Management Inc800$217.0K0.05%+800New
Bedell Frazier Investment Counseling, LLC800$217.0K0.05%+800New
Burns Matteson Capital Management, LLC800$217.0K0.12%+800New
Knollwood Investment Advisory, LLC800$217.0K0.02%+800New
Legacy Financial Group, Inc.807$218.0K0.07%+807New
Strategic Family Wealth Counselors, L.L.C.804$218.0K0.08%+804New
Center For Asset Management LLC805$218.3K0.13%+805New
Stiles Financial Services Inc806$218.7K0.08%+806New
Clark Financial Services Group Inc807$218.9K0.20%+807New
Onyx Bridge Wealth Group LLC807$218.9K0.03%+807New
Ramiah Investment Group814$220.8K0.21%+814New
IVC Wealth Advisors LLC814$220.8K0.12%+814New
Turtle Creek Wealth Advisors, LLC814$220.8K0.04%+814New
New England Capital Financial Advisors LLC815$221.0K0.11%+2+0.2%Added
GSB Wealth Management, LLC815$221.0K0.06%+815New
Consilium Wealth Advisory, LLC819$222.1K0.12%+819New
New Wave Wealth Advisors LLC821$222.7K0.10%+821New
Heritage Oak Wealth Advisors LLC821$222.7K0.10%+821New
DecisionPoint Financial, LLC825$223.6K0.07%00.0%Unchanged
Parsons Capital Management Inc826$224.0K0.01%+826New
Jacobsen Capital Management827$224.3K0.09%+827New
Wallington Asset Management, LLC829$225.0K0.03%+829New
Orion Capital Management LLC830$225.1K0.11%00.0%Unchanged
Foster Victor Wealth Advisors, LLC831$225.6K0.02%00.0%Unchanged
Correct Capital Wealth Management832$225.7K0.05%+832New
Sandbox Financial Partners, LLC832$225.7K0.08%+832New
Retirement Planning Co of New England, Inc.832$225.8K0.11%+832New
Narus Financial Partners, LLC833$225.9K0.08%−100−10.7%Reduced
E Fund Management Co., Ltd.835$226.5K0.01%−30−3.5%Reduced
Arbor Trust Wealth Advisors, LLC980$226.9K0.12%00.0%Unchanged
Grant/GrossMendelsohn, LLC837$227.1K0.10%+837New
Financial Council Asset Management Inc838$227.3K0.12%+838New
Castle Rock Wealth Management, LLC832$228.3K0.05%+832New
Sonora Investment Management Group, LLC844$228.8K0.02%−582−40.8%Reduced
Northeast Financial Consultants Inc846$229.4K0.01%+846New
American Financial Advisors, LLC846$229.5K0.03%−57−6.3%Reduced
Sheets Smith Wealth Management846$229.5K0.03%+846New
apricus wealth, LLC847$229.7K0.15%+847New
First Heartland Consultants, Inc.849$230.0K0.02%−37−4.2%Reduced
ELCO Management Co., LLC850$230.5K0.12%+850New
Goepper Burkhardt LLC850$230.5K0.10%+850New
Carmel Capital Partners, LLC851$230.8K0.09%+851New
Baltimore-Washington Financial Advisors, Inc.854$231.6K0.01%+854New
Susquehanna International Group Ltd.855$231.9K0.05%+855New
Oarsman Capital, Inc.856$232.1K0.04%−92−9.7%Reduced
Sunpointe, LLC856$232.1K0.19%+856New
Osterweis Capital Management Inc858$232.7K0.01%00.0%Unchanged
Angeles Investment Advisors, LLC859$233.0K0.01%+859New
Smith & Howard Wealth Management, LLC861$233.4K0.07%+861New
Mustard Seed Financial, LLC863$234.0K0.19%+863New