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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 1,221 | $331.1K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 1,222 | $331.4K | 0.07% | +9+0.7% | Added |
| Heartland Bank & Trust Co | 1,225 | $332.2K | 0.18% | +5+0.4% | Added |
| Kapstone Financial Advisors LLC | 1,227 | $332.6K | 0.20% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,227 | $332.8K | 0.03% | +41+3.5% | Added |
| Family Firm, Inc. | 1,229 | $333.2K | 0.07% | +47+4.0% | Added |
| Nations Financial Group Inc, | 1,231 | $334.0K | 0.02% | +347+39.3% | Added |
| Austin Wealth Management, LLC | 1,245 | $334.4K | 0.07% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,239 | $336.0K | 0.07% | +1,239 | New |
| Blue Square Asset Management, LLC | 1,240 | $336.3K | 0.18% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,242 | $336.8K | 0.02% | −399−24.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $338.2K | 0.15% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,250 | $339.0K | 0.05% | +5+0.4% | Added |
| E&G Advisors, LP | 1,251 | $339.2K | 0.09% | +1+0.1% | Added |
| EntryPoint Capital, LLC | 1,254 | $340.1K | 0.19% | −16−1.3% | Reduced |
| BBR Partners, LLC | 1,255 | $340.4K | 0.03% | −57−4.3% | Reduced |
| Manchester Financial Inc | 1,257 | $341.0K | 0.07% | −7−0.6% | Reduced |
| Tortoise Investment Management, LLC | 1,262 | $342.3K | 0.04% | +113+9.8% | Added |
| Valmark Advisers, Inc. | 1,264 | $342.8K | 0.01% | −33−2.5% | Reduced |
| Hall Laurie J Trustee | 1,264 | $343.0K | 0.11% | −40−3.1% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $344.2K | 0.10% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,270 | $344.4K | 0.05% | −6−0.5% | Reduced |
| Southeast Asset Advisors Inc. | 1,273 | $345.2K | 0.04% | +3+0.2% | Added |
| Bouchey Financial Group Ltd | 1,273 | $345.2K | 0.03% | −307−19.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,274 | $345.5K | 0.03% | 00.0% | Unchanged |
| MJP Associates Inc | 1,275 | $345.9K | 0.07% | −48−3.6% | Reduced |
| 4J Wealth Management LLC | 1,278 | $346.6K | 0.27% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,281 | $347.0K | 0.04% | +15+1.2% | Added |
| Kathmere Capital Management, LLC | 1,283 | $347.9K | 0.03% | +154+13.6% | Added |
| Willner & Heller, LLC | 1,283 | $348.0K | 0.31% | +196+18.0% | Added |
| Gryphon Financial Partners LLC | 1,284 | $348.2K | 0.05% | +60+4.9% | Added |
| Mainstream Capital Management LLC | 1,286 | $348.8K | 0.30% | +1,286 | New |
| Blueprint Investment Partners LLC | 1,288 | $349.2K | 0.06% | −543−29.7% | Reduced |
| Y.D. More Investments Ltd | 1,297 | $351.2K | 0.04% | +81+6.7% | Added |
| Mayfair Advisory Group, LLC | 1,273 | $351.3K | 0.22% | −50−3.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,296 | $351.5K | 0.03% | +271+26.4% | Added |
| Nwam LLC | 1,296 | $351.6K | 0.02% | +1,296 | New |
| Fagan Associates, Inc. | 1,300 | $352.6K | 0.06% | −360−21.7% | Reduced |
| Puzo Michael J | 1,300 | $352.6K | 0.09% | −100−7.1% | Reduced |
| Wexford Capital LP | 1,300 | $352.6K | 0.08% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,300 | $352.6K | 0.14% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,305 | $353.8K | 0.09% | +1,305 | Added |
| Alpha Family Trust | 1,305 | $353.9K | 0.20% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $354.3K | 0.19% | 00.0% | Unchanged |
| Maia Wealth LLC | 1,312 | $354.3K | 0.09% | +139+11.8% | Added |
| Safeguard Financial, LLC | 1,309 | $355.1K | 0.08% | +1,309 | New |
| Sandy Cove Advisors, LLC | 1,310 | $355.3K | 0.14% | +48+3.8% | Added |
| Heritage Financial Services, LLC | 1,311 | $355.5K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,312 | $355.8K | 0.02% | +33+2.6% | Added |
| Summit Asset Management, LLC | 1,315 | $356.6K | 0.07% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 1,316 | $356.9K | 0.24% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,316 | $356.9K | 0.09% | +1+0.1% | Added |
| Advisors Management Group Inc | 1,320 | $358.0K | 0.08% | −19−1.4% | Reduced |
| Centaurus Financial, Inc. | 1,318 | $358.0K | 0.02% | +97+7.9% | Added |
| Sittner & Nelson, LLC | 1,323 | $358.8K | 0.16% | +2+0.2% | Added |
| Lafayette Investments, Inc. | 1,325 | $359.3K | 0.08% | −103−7.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,330 | $360.7K | 0.07% | −227−14.6% | Reduced |
| Tyche Wealth Partners LLC | 1,335 | $361.9K | 0.08% | +5+0.4% | Added |
| Vigilare Wealth Management | 1,346 | $365.0K | 0.15% | +1,346 | New |
| MBB Public Markets I LLC | 1,350 | $366.1K | 0.03% | −39,038−96.7% | Reduced |
| Burns J W & Co Inc | 1,350 | $366.1K | 0.05% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,356 | $367.7K | 0.36% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $367.7K | 0.03% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $368.0K | 0.15% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,360 | $368.7K | 0.01% | +3+0.2% | Added |
| Legacy Private Trust Co. | 1,365 | $370.2K | 0.02% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,366 | $370.4K | 0.10% | −3,892−74.0% | Reduced |
| 17 Capital Partners, LLC | 1,368 | $371.0K | 0.24% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,371 | $371.9K | 0.03% | +501+57.6% | Added |
| First Financial Bank - Trust Division | 1,372 | $372.1K | 0.03% | −63−4.4% | Reduced |
| CIC Wealth, LLC | 1,372 | $372.1K | 0.10% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,375 | $372.9K | 0.06% | +11+0.8% | Added |
| Retirement Planning Group | 1,379 | $373.9K | 0.02% | +1,379 | New |
| Silver Oak Securities, Inc | 1,389 | $374.1K | 0.04% | +31+2.3% | Added |
| Fragasso Group Inc. | 1,393 | $377.7K | 0.03% | +64+4.8% | Added |
| Fountainhead AM, LLC | 1,396 | $378.7K | 0.08% | +2+0.1% | Added |
| CTC Alternative Strategies, Ltd. | 1,398 | $379.1K | 0.47% | −1,231−46.8% | Reduced |
| Simplicity Wealth,LLC | 1,401 | $379.8K | 0.04% | −12,108−89.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,402 | $380.2K | 0.09% | −24−1.7% | Reduced |
| Oxford Financial Group Ltd | 1,404 | $380.8K | 0.02% | −168−10.7% | Reduced |
| 626 Financial, LLC | 1,406 | $381.3K | 0.21% | −427−23.3% | Reduced |
| DRW Securities, LLC | 1,412 | $381.7K | 0.02% | −14,884−91.3% | Reduced |
| Peachtree Investment Partners, LLC | 1,409 | $382.1K | 0.14% | +516+57.8% | Added |
| Heritage Wealth Management, Inc. | 1,409 | $382.1K | 0.13% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,413 | $383.1K | 0.28% | +4+0.3% | Added |
| Patten Group, Inc. | 1,416 | $384.0K | 0.09% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,421 | $385.0K | 0.18% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,433 | $385.7K | 0.02% | −16−1.1% | Reduced |
| Paul Damon & Associates, Inc. | 1,424 | $386.2K | 0.25% | +8+0.6% | Added |
| Kimelman & Baird, LLC | 1,425 | $386.5K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,426 | $386.7K | 0.02% | +105+7.9% | Added |
| Good Life Advisors, LLC | 1,427 | $386.9K | 0.02% | +1,427 | New |
| KLCM Advisors, Inc. | 1,428 | $387.3K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,429 | $387.4K | 0.10% | +55+4.0% | Added |
| Fairfield, Bush & Co. | 1,430 | $387.8K | 0.23% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,430 | $388.0K | 0.03% | +16+1.1% | Added |
| Consolidated Planning Corp | 1,433 | $388.6K | 0.06% | +20+1.4% | Added |
| Tillman Hartley LLC | 1,434 | $388.9K | 0.12% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,440 | $390.5K | 0.08% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,440 | $390.5K | 0.07% | 00.0% | Unchanged |