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 |
|---|---|---|---|---|---|
| East Coast Asset Management, LLC. | 1,442 | $391.1K | 0.13% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,445 | $391.9K | 0.31% | 00.0% | Unchanged |
| Davidson Trust Co | 1,449 | $393.0K | 0.20% | −65−4.3% | Reduced |
| Aire Advisors, LLC | 1,460 | $395.8K | 0.09% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,460 | $396.0K | 0.03% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 1,461 | $396.3K | 0.05% | +1,461 | New |
| Enclave Advisors LLC | 1,462 | $396.5K | 0.07% | +1,462 | New |
| Five Oceans Advisors | 1,465 | $397.3K | 0.19% | +4+0.3% | Added |
| UMA Financial Services, Inc. | 1,434 | $397.7K | 0.07% | +12+0.8% | Added |
| Sovereign Financial Group, Inc. | 1,467 | $397.8K | 0.09% | +38+2.7% | Added |
| OneAscent Financial Services LLC | 1,467 | $398.0K | 0.29% | −309−17.4% | Reduced |
| First Business Financial Services, Inc. | 1,468 | $398.1K | 0.04% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,471 | $398.9K | 0.07% | +1,471 | New |
| Sivia Capital Partners, LLC | 1,471 | $399.0K | 0.24% | +31+2.2% | Added |
| First National Corp | 1,471 | $399.0K | 0.09% | +7+0.5% | Added |
| Elevated Capital Advisors, LLC | 1,472 | $399.1K | 0.11% | 00.0% | Unchanged |
| Trust Co of the South | 1,474 | $399.7K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,475 | $400.0K | 0.03% | −5,820−79.8% | Reduced |
| Northstar Asset Management LLC | 1,475 | $400.0K | 0.09% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,476 | $400.3K | 0.33% | +1,476 | New |
| Evergreen Wealth Solutions, LLC | 1,476 | $400.3K | 0.27% | −258−14.9% | Reduced |
| Onefund, LLC | 1,477 | $400.6K | 0.41% | −19−1.3% | Reduced |
| Optas, LLC | 1,478 | $400.8K | 0.09% | +423+40.1% | Added |
| Wolverine Trading, LLC | 1,480 | $401.2K | 0.01% | +1,480 | New |
| Hamilton Capital, LLC | 1,487 | $401.6K | 0.03% | +118+8.6% | Added |
| Trust Co of Virginia | 1,481 | $401.6K | 0.04% | −100−6.3% | Reduced |
| Perennial Investment Advisors, LLC | 1,483 | $402.0K | 0.05% | −15−1.0% | Reduced |
| Delta Asset Management LLC | 1,486 | $403.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,486 | $403.0K | 0.06% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,489 | $403.7K | 0.06% | +7+0.5% | Added |
| Walker Asset Management, LLC | 1,489 | $403.9K | 0.25% | +3+0.2% | Added |
| Davis R M Inc | 1,491 | $404.4K | 0.01% | −28−1.8% | Reduced |
| ICONIQ Capital, LLC | 1,491 | $404.4K | 0.01% | +1,491 | New |
| OneAscent Wealth Management LLC | 1,496 | $406.0K | 0.15% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $406.7K | 0.01% | −1,300−46.4% | Reduced |
| First Personal Financial Services | 1,500 | $406.8K | 0.09% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $406.8K | 0.20% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $406.8K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,500 | $406.8K | 0.05% | +10+0.7% | Added |
| Professional Advisory Services Inc | 1,500 | $407.0K | 0.05% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 1,504 | $408.0K | 0.30% | +129+9.4% | Added |
| Northwest Bancshares, Inc. | 1,509 | $409.2K | 0.07% | 00.0% | Unchanged |
| Ariston Services Group | 1,520 | $412.2K | 0.36% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,521 | $412.5K | 0.04% | +11+0.7% | Added |
| Boit C F David | 1,525 | $413.2K | 0.20% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,533 | $415.8K | 0.20% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,540 | $417.6K | 0.05% | −57−3.6% | Reduced |
| Tower Wealth Partners, Inc. | 1,541 | $417.9K | 0.24% | +1,541 | New |
| Michael B. Yongue | 1,545 | $419.0K | 0.34% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,550 | $420.4K | 0.06% | −100−6.1% | Reduced |
| Amplius Wealth Advisors, LLC | 1,550 | $420.4K | 0.05% | +2+0.1% | Added |
| Sageworth Trust Co | 1,550 | $420.4K | 0.03% | +1,550 | New |
| Annex Advisory Services, LLC | 1,556 | $422.0K | 0.01% | +28+1.8% | Added |
| Shulman DeMeo Asset Management LLC | 1,557 | $422.3K | 0.10% | +4+0.3% | Added |
| Keebeck Wealth Management, LLC | 1,559 | $422.8K | 0.06% | −28−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,561 | $423.2K | 0.03% | +6+0.4% | Added |
| Hemington Wealth Management | 1,570 | $424.0K | 0.11% | +14+0.9% | Added |
| Forza Wealth Management, LLC | 1,566 | $424.7K | 0.19% | −42−2.6% | Reduced |
| Rockbridge Investment Management, LCC | 1,567 | $425.0K | 0.06% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,575 | $427.1K | 0.00% | −15−0.9% | Reduced |
| Wealth Advisory Solutions, LLC | 1,576 | $427.4K | 0.12% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,579 | $428.2K | 0.07% | 00.0% | Unchanged |
| Rebalance, LLC | 1,585 | $429.9K | 0.03% | −273−14.7% | Reduced |
| Central Bank & Trust Co | 1,591 | $431.5K | 0.06% | −224−12.3% | Reduced |
| MONECO Advisors, LLC | 1,592 | $431.7K | 0.05% | +37+2.4% | Added |
| City Holding Co | 1,596 | $432.8K | 0.06% | 00.0% | Unchanged |
| Capital Square, LLC | 1,597 | $433.1K | 0.26% | −287−15.2% | Reduced |
| Alta Advisers Ltd | 1,600 | $433.9K | 0.20% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,603 | $434.7K | 0.15% | +3+0.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,605 | $435.4K | 0.14% | +143+9.8% | Added |
| Peterson Wealth Services | 1,610 | $436.6K | 0.14% | +2+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,612 | $437.2K | 0.28% | −1−0.1% | Reduced |
| StoneX Group Inc. | 1,617 | $438.5K | 0.03% | −207−11.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,618 | $438.9K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,620 | $439.3K | 0.17% | −30−1.8% | Reduced |
| Bullock Wealth Management Group | 1,637 | $439.6K | 0.27% | +216+15.2% | Added |
| Trustmark National Bank Trust Department | 1,623 | $440.2K | 0.03% | +10+0.6% | Added |
| Meadow Creek Wealth Advisors LLC | 1,625 | $440.7K | 0.35% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $442.1K | 0.05% | 00.0% | Unchanged |
| Schubert & Co | 1,632 | $442.6K | 0.31% | +6+0.4% | Added |
| Legacy Financial Strategies, LLC | 1,632 | $442.7K | 0.10% | +40+2.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,637 | $444.0K | 0.15% | +2+0.1% | Added |
| Means Investment Co., Inc. | 1,641 | $445.0K | 0.05% | −73−4.3% | Reduced |
| David Loasby | 1,658 | $445.3K | 0.04% | +181+12.3% | Added |
| Worth Financial Advisory Group, LLC | 1,643 | $445.6K | 0.26% | −32−1.9% | Reduced |
| Acorn Wealth Advisors, LLC | 1,644 | $445.8K | 0.19% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,644 | $445.9K | 0.08% | +227+16.0% | Added |
| Act Two Investors LLC | 1,645 | $446.1K | 0.08% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,646 | $446.4K | 0.04% | +306+22.8% | Added |
| Trilogy Capital Inc. | 1,655 | $448.8K | 0.02% | +47+2.9% | Added |
| Strategy Asset Managers LLC | 1,658 | $449.6K | 0.09% | −160−8.8% | Reduced |
| Alpha Cubed Investments, LLC | 1,659 | $449.8K | 0.02% | +33+2.0% | Added |
| Callan Capital, LLC | 1,660 | $450.2K | 0.03% | +390+30.7% | Added |
| Advus Financial Partners, LLC | 1,660 | $450.3K | 0.13% | −3−0.2% | Reduced |
| LCNB Corp | 1,662 | $450.7K | 0.16% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,665 | $451.4K | 0.14% | +1+0.1% | Added |
| Centric Wealth Management | 1,534 | $452.6K | 0.12% | 00.0% | Unchanged |
| Investors Research Corp | 1,675 | $454.3K | 0.10% | 00.0% | Unchanged |
| Burney Co | 1,676 | $454.5K | 0.02% | 00.0% | Unchanged |
| Sentinus, LLC | 1,677 | $454.7K | 0.17% | +24+1.5% | Added |