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 |
|---|---|---|---|---|---|
| ORBA Wealth Advisors, L.L.C. | 2,014 | $546.2K | 0.28% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,021 | $548.1K | 0.18% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,025 | $549.2K | 0.02% | +4+0.2% | Added |
| KKM Financial LLC | 2,025 | $549.2K | 0.27% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,029 | $550.4K | 0.05% | −502−19.8% | Reduced |
| Capital Advisors Inc | 2,031 | $550.9K | 0.01% | −33−1.6% | Reduced |
| Waddell & Associates, LLC | 2,036 | $552.2K | 0.07% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,037 | $552.5K | 0.02% | +73+3.7% | Added |
| Keel Point, LLC | 2,039 | $553.1K | 0.05% | +22+1.1% | Added |
| Smith, Moore & Co. | 2,041 | $553.5K | 0.05% | −69−3.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,047 | $555.1K | 0.17% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,018 | $557.3K | 0.19% | +331+19.6% | Added |
| Pacitti Group Inc. | 2,055 | $557.3K | 0.26% | 00.0% | Unchanged |
| LM Advisors LLC | 2,059 | $559.0K | 0.11% | −360−14.9% | Reduced |
| Legacy Capital Group California, Inc. | 2,068 | $560.8K | 0.19% | +2,068 | New |
| Thrive Wealth Management, LLC | 2,068 | $560.9K | 0.10% | +241+13.2% | Added |
| Sutton Place Investors LLC | 2,070 | $561.3K | 0.34% | +43+2.1% | Added |
| Horizon Wealth Management, LLC | 2,073 | $562.1K | 0.11% | +2+0.1% | Added |
| HCR Wealth Advisors | 2,075 | $562.7K | 0.07% | 00.0% | Unchanged |
| Motco | 2,080 | $564.1K | 0.06% | +25+1.2% | Added |
| Blume Capital Management, Inc. | 2,084 | $565.2K | 0.13% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,095 | $568.2K | 0.02% | −25−1.2% | Reduced |
| Enterprise Financial Services Corp | 2,100 | $569.5K | 0.33% | −403−16.1% | Reduced |
| Security National Bank of So Dak | 2,100 | $569.5K | 0.32% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,100 | $569.5K | 0.56% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,100 | $569.5K | 0.07% | +2,100 | New |
| Ellis Investment Partners, LLC | 2,101 | $569.8K | 0.11% | +2+0.1% | Added |
| Waters Parkerson & Co., LLC | 2,103 | $570.0K | 0.03% | +34+1.6% | Added |
| Dark Forest Capital Management LP | 2,102 | $570.1K | 0.07% | +2,102 | New |
| Rossmore Private Capital | 2,104 | $570.6K | 0.07% | −70−3.2% | Reduced |
| Flagship Private Wealth, LLC | 2,106 | $571.2K | 0.29% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,108 | $571.7K | 0.01% | +12+0.6% | Added |
| Opal Wealth Advisors, LLC | 2,109 | $572.0K | 0.18% | −5−0.2% | Reduced |
| Morningstar Investment Management LLC | 2,070 | $572.0K | 0.06% | −62−2.9% | Reduced |
| Camden National Bank | 2,110 | $572.2K | 0.08% | +2,110 | New |
| Aberdeen Wealth Management LLC | 2,111 | $572.5K | 0.38% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,114 | $573.3K | 0.02% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,126 | $576.6K | 0.02% | −261−10.9% | Reduced |
| Eisler Capital (UK) Ltd. | 2,131 | $577.9K | 0.14% | −2,404−53.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,131 | $577.9K | 0.09% | +73+3.5% | Added |
| Mystic Asset Management, Inc. | 2,143 | $581.2K | 0.22% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,148 | $582.5K | 0.22% | −15−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,153 | $584.0K | 0.27% | +127+6.3% | Added |
| Pittenger & Anderson Inc | 2,158 | $585.3K | 0.02% | −450−17.3% | Reduced |
| Private Capital Management LLC | 2,158 | $585.3K | 0.11% | +991+84.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,160 | $586.0K | 0.17% | −1,871−46.4% | Reduced |
| Yarbrough Capital, LLC | 2,161 | $586.1K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,170 | $588.6K | 0.13% | +10.0% | Added |
| Signature Wealth Management Partners, LLC | 2,171 | $588.8K | 0.43% | 00.0% | Unchanged |
| Addison Capital Co | 2,179 | $590.9K | 0.24% | −75−3.3% | Reduced |
| Phoenix Wealth Advisors | 2,189 | $593.7K | 0.28% | −8−0.4% | Reduced |
| Merriman Wealth Management, LLC | 2,194 | $595.1K | 0.02% | +1,002+84.1% | Added |
| Aviso Wealth Management | 2,195 | $595.3K | 0.32% | +2,195 | New |
| Bangor Savings Bank | 2,200 | $596.7K | 0.06% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,203 | $597.5K | 0.31% | −10−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,203 | $597.5K | 0.11% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,204 | $597.7K | 0.07% | −21−0.9% | Reduced |
| Claro Advisors LLC | 2,209 | $599.1K | 0.08% | +165+8.1% | Added |
| Sunburst Financial Group, LLC | 2,212 | $599.9K | 0.15% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,213 | $600.3K | 0.00% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 2,227 | $603.9K | 0.20% | −12−0.5% | Reduced |
| Lavaca Capital LLC | 2,231 | $605.0K | 0.29% | −3,395−60.3% | Reduced |
| Partnership Wealth Management, LLC | 2,237 | $606.6K | 0.43% | −266−10.6% | Reduced |
| Arista Wealth Management, LLC | 2,238 | $606.8K | 0.15% | +26+1.2% | Added |
| Dechtman Wealth Management, LLC | 2,239 | $607.2K | 0.12% | +7+0.3% | Added |
| Quantum Private Wealth, LLC | 2,240 | $607.5K | 0.21% | 00.0% | Unchanged |
| Umpqua Bank | 2,241 | $607.8K | 0.22% | +24+1.1% | Added |
| Estabrook Capital Management | 2,244 | $608.6K | 0.09% | 00.0% | Unchanged |
| Cypress Capital Group | 2,247 | $609.4K | 0.07% | +45+2.0% | Added |
| Birch Hill Investment Advisors LLC | 2,250 | $610.2K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $612.6K | 0.23% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,261 | $613.2K | 0.14% | −200−8.1% | Reduced |
| Crumly & Associates Inc. | 2,262 | $613.5K | 0.17% | +55+2.5% | Added |
| Sunbelt Securities, Inc. | 2,266 | $614.4K | 0.06% | +324+16.7% | Added |
| Cyndeo Wealth Partners, LLC | 2,284 | $619.5K | 0.04% | +108+5.0% | Added |
| Accurate Wealth Management, LLC | 2,235 | $619.7K | 0.12% | +180+8.8% | Added |
| Blueshift Asset Management, LLC | 2,290 | $621.0K | 0.15% | +2,290 | New |
| RMB Capital Management, LLC | 2,299 | $623.5K | 0.01% | +354+18.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,306 | $625.5K | 0.08% | −247−9.7% | Reduced |
| Shufro Rose & Co LLC | 2,705 | $626.3K | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,315 | $627.8K | 0.03% | −471−16.9% | Reduced |
| Physicians Financial Services, Inc. | 2,320 | $629.0K | 0.20% | +50+2.2% | Added |
| Silver Lake Advisory, LLC | 2,322 | $629.8K | 0.26% | +3+0.1% | Added |
| Moser Wealth Advisors, LLC | 2,326 | $630.8K | 0.33% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,326 | $630.8K | 0.31% | +2,326 | New |
| Soltis Investment Advisors LLC | 2,326 | $630.9K | 0.06% | +421+22.1% | Added |
| VisionPoint Advisory Group, LLC | 2,329 | $631.6K | 0.21% | −2,391−50.7% | Reduced |
| Impact Partnership Wealth, LLC | 2,335 | $633.2K | 0.14% | −92−3.8% | Reduced |
| Sharkey, Howes & Javer | 2,337 | $633.8K | 0.09% | +2,337 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $634.1K | 0.09% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,340 | $634.6K | 0.09% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,348 | $636.8K | 0.13% | +143+6.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,350 | $637.0K | 0.04% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,354 | $638.4K | 0.04% | −68−2.8% | Reduced |
| Ballast Advisors LLC | 2,365 | $641.4K | 0.20% | −130−5.2% | Reduced |
| WMG Financial Advisors, LLC | 2,370 | $642.7K | 0.29% | +2,370 | New |
| Monetary Management Group Inc | 2,375 | $644.1K | 0.17% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,378 | $644.9K | 0.20% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,379 | $645.2K | 0.23% | −920−27.9% | Reduced |
| Charter Trust Co | 2,384 | $646.5K | 0.04% | −58−2.4% | Reduced |