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 |
|---|---|---|---|---|---|
| JGP Wealth Management, LLC | 864 | $234.3K | 0.03% | +864 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 867 | $235.2K | 0.04% | +867 | New |
| DeDora Capital, Inc. | 868 | $235.4K | 0.07% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 870 | $235.9K | 0.10% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 870 | $235.9K | 0.01% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 871 | $236.5K | 0.12% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 875 | $237.3K | 0.12% | +875 | New |
| Phillips Wealth Planners LLC | 844 | $237.7K | 0.23% | +844 | New |
| Zega Financial, LLC | 877 | $237.9K | 0.08% | +877 | New |
| N.E.W. Advisory Services LLC | 877 | $237.9K | 0.02% | 00.0% | Unchanged |
| M. Kraus & Co | 878 | $238.1K | 0.07% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 879 | $238.4K | 0.03% | −17−1.9% | Reduced |
| Bellwether Advisors, LLC | 879 | $238.4K | 0.05% | +879 | New |
| New Republic Capital, LLC | 881 | $239.0K | 0.14% | +881 | New |
| West Branch Capital LLC | 887 | $240.6K | 0.08% | +3+0.3% | Added |
| Latitude Advisors, LLC | 893 | $242.1K | 0.14% | −9−1.0% | Reduced |
| Quadcap Wealth Management, LLC | 894 | $242.5K | 0.04% | +1+0.1% | Added |
| Intrust Bank NA | 895 | $242.7K | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 900 | $244.1K | 0.10% | −4−0.4% | Reduced |
| Talbot Financial, LLC | 900 | $244.1K | 0.03% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 900 | $244.1K | 0.12% | +900 | New |
| Barlow Wealth Partners, Inc. | 896 | $245.3K | 0.03% | +1+0.1% | Added |
| Planning Directions Inc | 908 | $246.3K | 0.15% | +1+0.1% | Added |
| ORG Wealth Partners, LLC | 909 | $246.5K | 0.08% | +909 | New |
| Meritage Portfolio Management | 909 | $247.0K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 913 | $247.7K | 0.02% | −49−5.1% | Reduced |
| Tucker Asset Management LLC | 917 | $248.7K | 0.06% | +917 | New |
| Stephenson & Company, Inc. | 918 | $249.0K | 0.17% | 00.0% | Unchanged |
| Wintrust Investments LLC | 920 | $249.0K | 0.18% | −8,350−90.1% | Reduced |
| WealthShield Partners, LLC | 920 | $249.6K | 0.03% | +920 | New |
| Redhawk Wealth Advisors, Inc. | 920 | $249.6K | 0.04% | +920 | New |
| Edgemoor Investment Advisors, Inc. | 921 | $249.8K | 0.02% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 924 | $250.6K | 0.01% | −42−4.3% | Reduced |
| PFG Private Wealth Management, LLC | 924 | $250.6K | 0.15% | −9−1.0% | Reduced |
| Wedge Capital Management L L P | 926 | $251.1K | 0.00% | −58−5.9% | Reduced |
| Breed's Hill Capital LLC | 928 | $251.7K | 0.21% | −195−17.4% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $252.8K | 0.00% | 00.0% | Unchanged |
| Marest Capital, LLC | 933 | $252.9K | 0.21% | +933 | New |
| Capital Markets Trading UK LLP | 932 | $253.0K | 0.23% | −19,815−95.5% | Reduced |
| Versant Capital Management, Inc | 933 | $253.0K | 0.06% | +101+12.1% | Added |
| West Michigan Advisors, LLC | 934 | $253.2K | 0.08% | +934 | New |
| Marshall Financial Group LLC | 935 | $253.6K | 0.06% | +935 | New |
| General Partner, Inc. | 936 | $253.8K | 0.16% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 936 | $253.9K | 0.09% | +936 | New |
| 49 Wealth Management, LLC | 937 | $254.0K | 0.04% | +937 | New |
| WT Wealth Management | 923 | $255.5K | 0.08% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 944 | $255.9K | 0.01% | +70+8.0% | Added |
| Port Capital LLC | 945 | $256.0K | 0.01% | −5−0.5% | Reduced |
| Perpetual Ltd | 944 | $256.0K | 0.00% | −8,422−89.9% | Reduced |
| Ackerman Capital Advisors, LLC | 946 | $256.6K | 0.07% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 948 | $257.1K | 0.03% | −10−1.0% | Reduced |
| First Nebraska Trust Co | 955 | $259.0K | 0.03% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 955 | $259.0K | 0.14% | +955 | New |
| Harbor Group, Inc. | 956 | $259.3K | 0.06% | +2+0.2% | Added |
| Davies Financial Advisors, Inc. | 959 | $260.2K | 0.23% | −74−7.2% | Reduced |
| Apella Capital, LLC | 960 | $260.2K | 0.01% | +29+3.1% | Added |
| Shum Financial Group, Inc. | 943 | $260.2K | 0.22% | +943 | New |
| Stamos Capital Partners, L.P. | 960 | $260.4K | 0.06% | −3,540−78.7% | Reduced |
| Gallacher Capital Management LLC | 960 | $260.4K | 0.12% | +960 | New |
| Mezzasalma Advisors, LLC | 966 | $262.0K | 0.10% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 967 | $262.2K | 0.15% | +967 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 967 | $262.4K | 0.10% | +967 | New |
| Royal Fund Management, LLC | 969 | $263.0K | 0.02% | 00.0% | Unchanged |
| NDVR, Inc. | 972 | $263.5K | 0.27% | +972 | New |
| New Covenant Trust Company, N.A. | 973 | $263.7K | 0.26% | −14−1.4% | Reduced |
| Cowa, LLC | 975 | $264.4K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 979 | $265.5K | 0.03% | +38+4.0% | Added |
| NavPoint Financial, Inc. | 981 | $266.0K | 0.21% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 982 | $266.3K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 983 | $266.6K | 0.02% | +983 | New |
| Alesco Advisors LLC | 985 | $267.1K | 0.01% | −20−2.0% | Reduced |
| Colton Groome Financial Advisors, LLC | 986 | $267.4K | 0.10% | −100−9.2% | Reduced |
| Ausdal Financial Partners, Inc. | 987 | $267.7K | 0.03% | +45+4.8% | Added |
| Florida Financial Advisors, LLC | 990 | $268.6K | 0.14% | +990 | New |
| Everpar Advisors LLC | 993 | $269.3K | 0.14% | −154−13.4% | Reduced |
| Farmers & Merchants Investments Inc | 993 | $269.3K | 0.01% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 921 | $269.8K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 995 | $269.8K | 0.07% | +15+1.5% | Added |
| Patton Albertson Miller Group, LLC | 995 | $269.8K | 0.04% | −116−10.4% | Reduced |
| Second Half Financial Partners, LLC | 997 | $270.4K | 0.14% | +997 | New |
| Monument Capital Management | 997 | $270.5K | 0.07% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $271.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $271.0K | 0.19% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,000 | $271.2K | 0.07% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,000 | $271.2K | 0.09% | 00.0% | Unchanged |
| Dempze Nancy E | 1,000 | $271.2K | 0.15% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,000 | $271.2K | 0.10% | 00.0% | Unchanged |
| Crestline Management, LP | 1,000 | $271.2K | 0.02% | +1,000 | New |
| Tang Capital Management LLC | 1,001 | $271.3K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,005 | $272.6K | 0.13% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,007 | $273.1K | 0.02% | +25+2.5% | Added |
| Abel Hall, LLC | 1,011 | $274.2K | 0.18% | +35+3.6% | Added |
| Camden Capital, LLC | 1,012 | $274.4K | 0.03% | −101−9.1% | Reduced |
| Hibernia Wealth Partners, LLC | 1,016 | $275.3K | 0.10% | −32−3.1% | Reduced |
| Independence Bank of Kentucky | 1,015 | $275.3K | 0.06% | −25−2.4% | Reduced |
| CRA Financial Services, LLC | 1,017 | $275.8K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,019 | $276.4K | 0.08% | +13+1.3% | Added |
| Saxony Capital Management, LLC | 1,021 | $276.9K | 0.25% | +15+1.5% | Added |
| Stonebridge Capital Management Inc | 1,020 | $277.0K | 0.11% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 1,023 | $277.4K | 0.03% | −409−28.6% | Reduced |