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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 1,680 | $455.5K | 0.11% | −78−4.4% | Reduced |
| Hyperion Capital Advisors LP | 1,680 | $455.6K | 0.21% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,681 | $455.9K | 0.09% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,681 | $455.9K | 0.07% | +22+1.3% | Added |
| Foster & Motley Inc | 1,681 | $456.0K | 0.03% | +35+2.1% | Added |
| Northside Capital Management, LLC | 1,683 | $456.4K | 0.07% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,685 | $457.0K | 0.00% | −365−17.8% | Reduced |
| Gitterman Wealth Management, LLC | 1,686 | $457.2K | 0.19% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,687 | $457.5K | 0.01% | +68+4.2% | Added |
| Harbour Trust & Investment Management Co | 1,687 | $457.5K | 0.05% | −86−4.9% | Reduced |
| Keystone Financial Group | 1,690 | $458.4K | 0.06% | +182+12.1% | Added |
| Oxbow Advisors, LLC | 1,692 | $458.9K | 0.05% | −1,986−54.0% | Reduced |
| NFP Retirement, Inc. | 1,694 | $459.5K | 0.04% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 1,696 | $460.0K | 0.20% | −68−3.9% | Reduced |
| MBL Wealth, LLC | 1,697 | $460.2K | 0.05% | +660+63.6% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $461.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,704 | $462.2K | 0.17% | +60+3.6% | Added |
| Cooper Financial Group | 1,707 | $463.0K | 0.06% | +328+23.8% | Added |
| Mattern Capital Management, LLC | 1,718 | $465.9K | 0.06% | +244+16.6% | Added |
| Wealth Group, Ltd. | 1,718 | $466.0K | 0.31% | +123+7.7% | Added |
| Wealthquest Corp | 1,736 | $466.3K | 0.04% | +5+0.3% | Added |
| Windsor Capital Management, LLC | 1,722 | $467.1K | 0.14% | −34−1.9% | Reduced |
| Berger Financial Group, Inc | 1,728 | $468.5K | 0.03% | +81+4.9% | Added |
| Exencial Wealth Advisors, LLC | 1,728 | $468.6K | 0.02% | −58−3.2% | Reduced |
| Washington Trust Bank | 1,732 | $469.7K | 0.04% | +32+1.9% | Added |
| Richard W. Paul & Associates, LLC | 1,734 | $470.3K | 0.17% | −41−2.3% | Reduced |
| Objective Capital Management, LLC | 1,736 | $470.7K | 0.28% | +1,736 | New |
| Copley Financial Group, Inc. | 1,743 | $472.7K | 0.43% | +1,743 | New |
| Atlantic Trust, LLC | 1,744 | $473.0K | 0.11% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,758 | $476.9K | 0.23% | +191+12.2% | Added |
| Mechanics Financial Corp | 1,760 | $477.3K | 0.21% | −190−9.7% | Reduced |
| First National Bank | 1,760 | $477.3K | 0.33% | −90−4.9% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $478.7K | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,768 | $479.5K | 0.17% | −2−0.1% | Reduced |
| Birchcreek Wealth Management, LLC | 1,772 | $480.5K | 0.31% | +91+5.4% | Added |
| Brown Financial Advisors | 1,779 | $482.5K | 0.20% | −1,372−43.5% | Reduced |
| Thompson Investment Management, Inc. | 1,781 | $483.0K | 0.07% | −75−4.0% | Reduced |
| Allred Capital Management, LLC | 1,786 | $484.4K | 0.19% | +2+0.1% | Added |
| Avidian Wealth Solutions, LLC | 1,786 | $484.5K | 0.02% | +1,786 | New |
| Cromwell Holdings LLC | 1,793 | $486.3K | 0.31% | 00.0% | Unchanged |
| Ecofi Investissements SA | 2,200 | $487.0K | 0.32% | −1,600−42.1% | Reduced |
| Tennessee Valley Asset Management Partners | 1,792 | $487.9K | 0.08% | +66+3.8% | Added |
| AdvisorShares Investments LLC | 1,801 | $488.4K | 0.09% | −172−8.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,806 | $489.8K | 0.01% | +126+7.5% | Added |
| Zimmermann Investment Management & Planning LLC | 1,807 | $490.1K | 0.15% | +160+9.7% | Added |
| Silverlake Wealth Management LLC | 1,809 | $490.7K | 0.19% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,811 | $491.0K | 0.12% | +1+0.1% | Added |
| Prairieview Wealth Partners, LLC | 1,818 | $493.0K | 0.53% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,821 | $493.9K | 0.33% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,821 | $493.9K | 0.08% | −4,732−72.2% | Reduced |
| Blue Fin Capital, Inc. | 1,824 | $494.7K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,833 | $497.0K | 0.01% | +152+9.0% | Added |
| Howe & Rusling Inc | 1,834 | $497.4K | 0.04% | +196+12.0% | Added |
| West Family Investments, Inc. | 1,842 | $499.6K | 0.17% | +709+62.6% | Added |
| Gateway Advisory, LLC | 1,846 | $500.6K | 0.08% | −8−0.4% | Reduced |
| Garrison Asset Management, LLC | 1,851 | $502.0K | 0.25% | −80−4.1% | Reduced |
| Herold Advisors, Inc. | 1,853 | $502.8K | 0.11% | −299−13.9% | Reduced |
| Savvy Advisors, Inc. | 1,865 | $505.9K | 0.10% | +514+38.0% | Added |
| Mountain Pacific Investment Advisers Inc | 1,870 | $507.3K | 0.03% | +45+2.5% | Added |
| Liberty Wealth Management LLC | 1,879 | $510.0K | 0.09% | −2,289−54.9% | Reduced |
| Seven Mile Advisory | 1,884 | $510.9K | 0.34% | +124+7.0% | Added |
| Agate Pass Investment Management, LLC | 1,885 | $511.2K | 0.26% | −123−6.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,885 | $511.3K | 0.03% | +4+0.2% | Added |
| Sage Private Wealth Group, LLC | 1,898 | $514.8K | 0.41% | −64−3.3% | Reduced |
| Cairn Investment Group, Inc. | 1,900 | $515.0K | 0.28% | 00.0% | Unchanged |
| Diversified, LLC | 1,900 | $515.2K | 0.06% | −2−0.1% | Reduced |
| Diversified Enterprises, LLC | 1,900 | $515.2K | 0.06% | +1,900 | New |
| Kozak & Associates, Inc. | 1,829 | $515.3K | 0.12% | −61−3.2% | Reduced |
| Navellier & Associates Inc | 1,900 | $515.3K | 0.07% | −1,526−44.5% | Reduced |
| Barton Investment Management | 1,900 | $515.3K | 0.06% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,905 | $516.7K | 0.47% | +2+0.1% | Added |
| Integrated Advisors Network LLC | 1,909 | $517.7K | 0.02% | −18−0.9% | Reduced |
| Drucker Wealth 3.0, LLC | 1,910 | $518.0K | 0.12% | +14+0.7% | Added |
| TrueWealth Advisors, LLC | 1,912 | $518.4K | 0.17% | −38−1.9% | Reduced |
| Calton & Associates, Inc. | 1,912 | $518.5K | 0.20% | +1,912 | New |
| Verity & Verity, LLC | 1,920 | $520.7K | 0.05% | +46+2.5% | Added |
| Donaldson Capital Management, LLC | 1,921 | $521.0K | 0.02% | +13+0.7% | Added |
| Moss Adams Wealth Advisors LLC | 1,922 | $521.1K | 0.06% | +711+58.7% | Added |
| Integrated Investment Consultants, LLC | 1,922 | $521.2K | 0.11% | +165+9.4% | Added |
| Keudell/Morrison Wealth Management | 1,927 | $522.6K | 0.14% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,931 | $523.7K | 0.33% | −170−8.1% | Reduced |
| Independent Family Office, LLC | 1,932 | $524.0K | 0.26% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,935 | $524.8K | 0.05% | +250+14.8% | Added |
| Stanley-Laman Group, Ltd. | 1,936 | $525.0K | 0.07% | +1,936 | New |
| Beck Bode, LLC | 1,940 | $526.0K | 0.10% | +1,940 | New |
| Whitener Capital Management, Inc. | 1,940 | $526.1K | 0.15% | −70−3.5% | Reduced |
| Ruggaard & Associates LLC | 1,945 | $527.4K | 0.23% | −50−2.5% | Reduced |
| LMCG Investments, LLC | 1,949 | $528.6K | 0.03% | −4−0.2% | Reduced |
| Arcataur Capital Management LLC | 1,950 | $528.8K | 0.18% | −5−0.3% | Reduced |
| Sierra Capital LLC | 1,960 | $532.0K | 0.06% | +1,960 | New |
| Toth Financial Advisory Corp | 1,962 | $532.1K | 0.06% | −17−0.9% | Reduced |
| Allen Investment Management LLC | 1,976 | $535.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,976 | $535.9K | 0.20% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,989 | $539.3K | 0.06% | +1,989 | New |
| Magnolia Capital Management Ltd | 2,000 | $542.0K | 0.43% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,000 | $542.4K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $542.4K | 0.09% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $542.4K | 0.51% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,005 | $543.7K | 0.05% | +19+1.0% | Added |
| LaSalle St. Investment Advisors, LLC | 2,007 | $544.0K | 0.21% | +110+5.8% | Added |