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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 10,017 | $2.72M | 0.01% | +33+0.3% | Added |
| NTV Asset Management LLC | 10,015 | $2.72M | 0.36% | −25−0.2% | Reduced |
| Sterling Capital Management LLC | 9,978 | $2.71M | 0.03% | +9,978 | New |
| Union Heritage Capital, LLC | 9,968 | $2.70M | 1.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,953 | $2.70M | 0.07% | +2,407+31.9% | Added |
| Wealthspire Advisors, LLC | 9,898 | $2.68M | 0.03% | +4,428+81.0% | Added |
| Bigelow Investment Advisors, LLC | 9,860 | $2.67M | 1.19% | −120−1.2% | Reduced |
| Sargent Investment Group, LLC | 9,852 | $2.67M | 0.48% | +1,348+15.9% | Added |
| Joel Isaacson & Co., LLC | 9,843 | $2.67M | 0.13% | −256−2.5% | Reduced |
| Wilkins Investment Counsel Inc | 9,832 | $2.67M | 0.37% | −1,250−11.3% | Reduced |
| Doheny Asset Management | 9,820 | $2.66M | 1.82% | −50−0.5% | Reduced |
| RFG Advisory, LLC | 9,802 | $2.66M | 0.08% | +979+11.1% | Added |
| Xcel Wealth Management, LLC | 9,793 | $2.66M | 0.78% | −30−0.3% | Reduced |
| Americana Partners, LLC | 9,772 | $2.65M | 0.18% | +42+0.4% | Added |
| Penobscot Investment Management Company, Inc. | 9,763 | $2.65M | 0.24% | +154+1.6% | Added |
| Inlet Private Wealth, LLC | 9,751 | $2.64M | 0.67% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9,659 | $2.62M | 1.79% | +136+1.4% | Added |
| Financial Security Advisor, Inc. | 9,655 | $2.62M | 0.65% | −154−1.6% | Reduced |
| Knuff & Co LLC | 9,650 | $2.62M | 0.80% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 9,586 | $2.60M | 0.28% | −25−0.3% | Reduced |
| Evoke Wealth, LLC | 9,573 | $2.60M | 0.07% | +9,573 | New |
| Plimoth Trust Co LLC | 9,554 | $2.59M | 0.65% | −377−3.8% | Reduced |
| Trustco Bank Corp N Y | 9,514 | $2.58M | 2.59% | −180−1.9% | Reduced |
| Horizon Investments, LLC | 9,499 | $2.57M | 0.07% | −1,105−10.4% | Reduced |
| Hartford Funds Management Co LLC | 9,415 | $2.55M | 0.24% | +231+2.5% | Added |
| Evergreen Capital Management LLC | 9,389 | $2.55M | 0.09% | +252+2.8% | Added |
| Institute for Wealth Management, LLC. | 9,383 | $2.54M | 0.32% | −18−0.2% | Reduced |
| TAGStone Capital, Inc. | 9,356 | $2.54M | 1.30% | +113+1.2% | Added |
| HBK Sorce Advisory LLC | 9,346 | $2.53M | 0.08% | +435+4.9% | Added |
| Beacon Investment Advisors LLC | 9,328 | $2.53M | 1.20% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 9,300 | $2.52M | 1.33% | −99−1.1% | Reduced |
| Moors & Cabot, Inc. | 9,291 | $2.52M | 0.13% | +96+1.0% | Added |
| Applied Capital LLC | 9,261 | $2.51M | 1.96% | −70−0.8% | Reduced |
| Parkside Financial Bank & Trust | 9,249 | $2.51M | 0.35% | +582+6.7% | Added |
| Stock Yards Bank & Trust Co | 9,227 | $2.50M | 0.08% | −146−1.6% | Reduced |
| Massmutual Trust Co FSB | 9,224 | $2.50M | 0.07% | +549+6.3% | Added |
| Northern Financial Advisors Inc | 9,193 | $2.49M | 1.89% | +94+1.0% | Added |
| EFG Asset Management (North America) Corp. | 9,151 | $2.48M | 0.41% | −393−4.1% | Reduced |
| Mindset Wealth Management, LLC | 9,105 | $2.47M | 1.02% | +9,105 | New |
| Bridgeway Capital Management, LLC | 9,100 | $2.47M | 0.05% | −300−3.2% | Reduced |
| Bank of New Hampshire | 9,076 | $2.46M | 0.62% | +524+6.1% | Added |
| Mengis Capital Management, Inc. | 9,070 | $2.46M | 0.48% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 9,048 | $2.45M | 0.96% | −58−0.6% | Reduced |
| Provenance Wealth Advisors, LLC | 9,001 | $2.44M | 0.30% | −71−0.8% | Reduced |
| First National Trust Co | 8,977 | $2.43M | 0.09% | −267−2.9% | Reduced |
| Bank of Stockton | 8,969 | $2.43M | 0.73% | −1,206−11.9% | Reduced |
| Invst, LLC | 8,969 | $2.43M | 0.29% | −52−0.6% | Reduced |
| Woodmont Investment Counsel LLC | 8,936 | $2.42M | 0.18% | −135−1.5% | Reduced |
| Vivid Wealth Management, LLC | 8,897 | $2.41M | 1.26% | +826+10.2% | Added |
| Anchor Investment Management, LLC | 8,892 | $2.41M | 0.23% | −10−0.1% | Reduced |
| Eqis Capital Management, Inc. | 8,891 | $2.41M | 0.19% | −57−0.6% | Reduced |
| Ritholtz Wealth Management | 8,864 | $2.40M | 0.07% | +739+9.1% | Added |
| Coastal Bridge Advisors, LLC | 8,859 | $2.40M | 0.60% | −15−0.2% | Reduced |
| Lake Street Advisors Group, LLC | 8,819 | $2.39M | 0.11% | −45−0.5% | Reduced |
| DoubleLine ETF Adviser LP | 8,805 | $2.39M | 0.58% | −731−7.7% | Reduced |
| Signature Wealth Management Group | 8,785 | $2.38M | 0.96% | +22+0.3% | Added |
| Csenge Advisory Group | 8,579 | $2.37M | 0.12% | −388−4.3% | Reduced |
| FineMark National Bank & Trust | 8,734 | $2.37M | 0.08% | −165−1.9% | Reduced |
| Zhang Financial LLC | 8,722 | $2.37M | 0.15% | +373+4.5% | Added |
| First Dallas Securities Inc. | 8,696 | $2.36M | 0.99% | −1,994−18.7% | Reduced |
| Accent Capital Management, LLC | 8,694 | $2.36M | 1.36% | +6,194+247.8% | Added |
| Belpointe Asset Management LLC | 8,680 | $2.35M | 0.14% | +6,000+223.9% | Added |
| Argent Advisors, Inc. | 8,645 | $2.34M | 0.87% | −33−0.4% | Reduced |
| Howard Capital Management Group, LLC | 8,615 | $2.34M | 0.16% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 8,607 | $2.33M | 0.09% | +127+1.5% | Added |
| Walter & Keenan Financial Consulting Co | 8,594 | $2.33M | 0.71% | +12+0.1% | Added |
| Rothschild Investment LLC | 8,584 | $2.33M | 0.15% | −43−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 8,568 | $2.32M | 0.03% | −508−5.6% | Reduced |
| IFG Advisory, LLC | 8,565 | $2.32M | 0.15% | −51−0.6% | Reduced |
| Pinnacle Wealth Management, LLC | 8,546 | $2.32M | 2.77% | −236−2.7% | Reduced |
| Investors Asset Management of Georgia Inc | 8,529 | $2.31M | 1.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,527 | $2.31M | 0.13% | +1,023+13.6% | Added |
| Capstone Investment Advisors, LLC | 8,503 | $2.31M | 0.04% | +6,488+322.0% | Added |
| Berkshire Bank | 8,493 | $2.30M | 0.54% | +37+0.4% | Added |
| Nomura Holdings Inc | 8,487 | $2.30M | 0.02% | −47,135−84.7% | Reduced |
| AlTi Global, Inc. | 8,436 | $2.29M | 0.05% | −988−10.5% | Reduced |
| Hardy Reed LLC | 8,428 | $2.29M | 0.20% | +229+2.8% | Added |
| Jackson Wealth Management, LLC | 8,405 | $2.28M | 0.27% | +8,405 | New |
| Principle Wealth Partners LLC | 8,381 | $2.27M | 0.16% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,378 | $2.27M | 0.12% | −2,584−23.6% | Reduced |
| Alps Advisors Inc | 8,369 | $2.27M | 0.02% | −1,944−18.8% | Reduced |
| Beaumont Financial Advisors, LLC | 8,369 | $2.27M | 0.18% | −368−4.2% | Reduced |
| Fiduciary Family Office, LLC | 8,340 | $2.26M | 0.75% | −214−2.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,324 | $2.26M | 1.13% | −22−0.3% | Reduced |
| Prosperity Consulting Group, LLC | 8,318 | $2.26M | 0.18% | −2,084−20.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $2.24M | 0.60% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 8,235 | $2.23M | 0.05% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 8,207 | $2.23M | 0.04% | +194+2.4% | Added |
| Seven Eight Capital, LP | 8,193 | $2.22M | 0.20% | +8,193 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,160 | $2.21M | 0.06% | +127+1.6% | Added |
| Osborne Partners Capital Management, LLC | 8,120 | $2.20M | 0.12% | −10.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,075 | $2.19M | 0.15% | +30.0% | Added |
| SOA Wealth Advisors, LLC. | 8,031 | $2.18M | 0.42% | +209+2.7% | Added |
| Davis Investment Partners, LLC | 8,011 | $2.17M | 0.91% | +42+0.5% | Added |
| IFP Advisors, Inc | 7,992 | $2.17M | 0.08% | +165+2.1% | Added |
| Ashton Thomas Private Wealth, LLC | 7,979 | $2.16M | 0.12% | +78+1.0% | Added |
| Taylor Frigon Capital Management LLC | 7,953 | $2.16M | 1.08% | −210−2.6% | Reduced |
| Magellan Asset Management Ltd | 7,879 | $2.14M | 0.02% | −9,769−55.4% | Reduced |
| Pitcairn Co | 7,860 | $2.13M | 0.13% | −1,207−13.3% | Reduced |
| Mutual Advisors, LLC | 7,849 | $2.12M | 0.06% | +794+11.3% | Added |