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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 1,023 | $277.4K | 0.06% | −71−6.5% | Reduced |
| Paradigm Financial Partners, LLC | 965 | $277.6K | 0.04% | +965 | New |
| MinichMacGregor Wealth Management, LLC | 1,024 | $277.7K | 0.06% | +1,024 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,026 | $278.3K | 0.11% | +45+4.6% | Added |
| TFC Financial Management | 1,027 | $278.5K | 0.04% | +423+70.0% | Added |
| Shepherd Financial Partners LLC | 1,028 | $278.8K | 0.03% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,030 | $279.3K | 0.18% | +88+9.3% | Added |
| KG&L Capital Management,LLC | 1,033 | $280.1K | 0.09% | −207−16.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,035 | $280.7K | 0.04% | +131+14.5% | Added |
| Greenwich Wealth Management LLC | 1,038 | $282.0K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,040 | $282.1K | 0.05% | +58+5.9% | Added |
| Claris Advisors, LLC | 1,041 | $282.3K | 0.12% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,047 | $282.8K | 0.15% | −11−1.0% | Reduced |
| WR Wealth Planners, LLC | 1,046 | $283.7K | 0.08% | +14+1.4% | Added |
| Delta Financial Advisors LLC | 1,046 | $283.8K | 0.10% | −35−3.2% | Reduced |
| Fiducient Advisors LLC | 1,047 | $283.9K | 0.03% | −1,234−54.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,049 | $284.5K | 0.10% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,050 | $284.8K | 0.26% | +100+10.5% | Added |
| Monterey Private Wealth, Inc. | 1,051 | $285.0K | 0.10% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,051 | $285.0K | 0.08% | +1,051 | New |
| Probity Advisors, Inc. | 1,053 | $285.6K | 0.05% | −21−2.0% | Reduced |
| Guyasuta Investment Advisors Inc | 1,055 | $286.1K | 0.02% | +1,055 | New |
| Two Sigma Securities, LLC | 1,057 | $286.7K | 0.02% | −1,452−57.9% | Reduced |
| Family Asset Management, LLC | 1,057 | $286.7K | 0.17% | 00.0% | Unchanged |
| Vista Investment Management | 1,057 | $286.7K | 0.11% | −35−3.2% | Reduced |
| CVA Family Office, LLC | 1,058 | $286.9K | 0.05% | −89−7.8% | Reduced |
| PCA Investment Advisory Services Inc. | 1,059 | $287.2K | 0.14% | −4−0.4% | Reduced |
| Apexium Financial, LP | 1,061 | $287.7K | 0.02% | +28+2.7% | Added |
| Advisory Alpha, LLC | 1,064 | $288.7K | 0.01% | +86+8.8% | Added |
| Abacus Planning Group, Inc. | 1,066 | $289.1K | 0.05% | +89+9.1% | Added |
| Cottonwood Capital Advisors, LLC | 1,066 | $289.1K | 0.21% | −5−0.5% | Reduced |
| Jump Financial, LLC | 1,069 | $289.9K | 0.01% | −1,577−59.6% | Reduced |
| NorthStar Asset Management LLC | 1,073 | $291.1K | 0.19% | −19−1.7% | Reduced |
| Bristlecone Advisors, LLC | 1,076 | $291.8K | 0.02% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,081 | $293.2K | 0.01% | +1,081 | New |
| Patrick M Sweeney & Associates, Inc | 1,082 | $293.4K | 0.22% | +20+1.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,085 | $294.3K | 0.10% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,087 | $294.8K | 0.06% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,089 | $295.2K | 0.03% | −66−5.7% | Reduced |
| Howard Financial Services, Ltd. | 1,091 | $295.8K | 0.04% | −9−0.8% | Reduced |
| Roman Butler Fullerton & Co | 1,070 | $296.7K | 0.09% | +1,070 | New |
| Buckley Wealth Management, LLC | 1,097 | $297.5K | 0.09% | −40−3.5% | Reduced |
| Valley National Advisers Inc | 1,100 | $298.0K | 0.05% | −347−24.0% | Reduced |
| Reinhart Partners, Inc. | 1,100 | $298.3K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 1,103 | $299.1K | 0.00% | +121+12.3% | Added |
| DF Dent & Co Inc | 1,105 | $299.7K | 0.00% | −50−4.3% | Reduced |
| FDx Advisors, Inc. | 1,108 | $300.0K | 0.08% | −194−14.9% | Reduced |
| Strait & Sound Wealth Management LLC | 1,107 | $300.2K | 0.15% | −275−19.9% | Reduced |
| Ehrlich Financial Group | 1,108 | $300.5K | 0.21% | +6+0.5% | Added |
| Alpha Financial Partners, LLC | 1,108 | $300.5K | 0.21% | +1,108 | New |
| Lineweaver Wealth Advisors, LLC | 1,107 | $300.7K | 0.06% | +49+4.6% | Added |
| Rosenberg Matthew Hamilton | 1,116 | $302.7K | 0.08% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,116 | $302.7K | 0.07% | +1,116 | New |
| Old Port Advisors | 1,122 | $304.3K | 0.08% | +82+7.9% | Added |
| Novare Capital Management LLC | 1,122 | $304.3K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,126 | $305.2K | 0.08% | +31+2.8% | Added |
| XML Financial, LLC | 1,127 | $305.6K | 0.03% | +101+9.8% | Added |
| Hudock, Inc. | 1,131 | $306.7K | 0.05% | 00.0% | Unchanged |
| Clifford Group, LLC | 1,136 | $308.1K | 0.24% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,136 | $308.1K | 0.03% | −167−12.8% | Reduced |
| Seeds Investor LLC | 1,138 | $308.5K | 0.12% | +48+4.4% | Added |
| Global Financial Private Client, LLC | 1,138 | $308.6K | 0.12% | +27+2.4% | Added |
| Balentine LLC | 1,139 | $308.9K | 0.01% | +1+0.1% | Added |
| BTC Capital Management, Inc. | 1,146 | $310.8K | 0.03% | −202−15.0% | Reduced |
| State of Wyoming | 1,148 | $311.3K | 0.04% | −56−4.7% | Reduced |
| True North Advisors, LLC | 1,150 | $311.9K | 0.08% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,150 | $312.0K | 0.11% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,155 | $313.2K | 0.07% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,159 | $315.0K | 0.06% | 00.0% | Unchanged |
| Burton Enright Welch | 1,162 | $315.1K | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,163 | $315.4K | 0.06% | +1,163 | New |
| Sound Income Strategies, LLC | 1,164 | $315.7K | 0.02% | +657+129.6% | Added |
| Monticello Wealth Management, LLC | 1,165 | $315.9K | 0.03% | −1−0.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,165 | $315.9K | 0.24% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,167 | $316.4K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 1,168 | $316.7K | 0.03% | −485−29.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,174 | $318.4K | 0.06% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,174 | $318.4K | 0.04% | −72−5.8% | Reduced |
| Montgomery Investment Management Inc | 1,175 | $318.7K | 0.12% | 00.0% | Unchanged |
| One Day In July LLC | 1,175 | $318.7K | 0.04% | +11+0.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,175 | $318.7K | 0.07% | +21+1.8% | Added |
| Nadler Financial Group, Inc. | 1,177 | $319.2K | 0.04% | +110+10.3% | Added |
| Stegent Equity Advisors, Inc. | 1,178 | $319.5K | 0.35% | +1,178 | New |
| Northwest Wealth Management, LLC | 1,180 | $320.0K | 0.07% | −53−4.3% | Reduced |
| Encompass Wealth Advisors, LLC | 1,180 | $320.0K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,186 | $321.6K | 0.08% | +13+1.1% | Added |
| Formidable Asset Management, LLC | 1,192 | $323.3K | 0.05% | −367−23.5% | Reduced |
| Capital Market Strategies LLC | 1,193 | $323.5K | 0.19% | −9−0.7% | Reduced |
| Mendel Capital Management LLC | 1,193 | $323.6K | 0.20% | +52+4.6% | Added |
| Humankind Investments LLC | 1,194 | $323.8K | 0.12% | +26+2.2% | Added |
| Hoxton Planning & Management, LLC | 1,198 | $324.9K | 0.13% | −36−2.9% | Reduced |
| Vishria Bird Financial Group, LLC | 1,197 | $325.0K | 0.12% | +1,197 | New |
| Omega Financial Group, LLC | 1,200 | $325.4K | 0.12% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,206 | $327.1K | 0.06% | −111−8.4% | Reduced |
| City State Bank | 1,210 | $328.2K | 0.12% | −35−2.8% | Reduced |
| Money Concepts Capital Corp | 1,211 | $328.4K | 0.02% | +95+8.5% | Added |
| Firestone Capital Management | 1,215 | $329.5K | 0.08% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,218 | $330.0K | 0.01% | −250−17.0% | Reduced |
| Middleton & Co Inc | 1,219 | $330.6K | 0.04% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,220 | $330.9K | 0.15% | 00.0% | Unchanged |