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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,811 | $2.12M | 0.03% | +1,387+21.6% | Added |
| Rockland Trust Co | 7,748 | $2.10M | 0.10% | −2,103−21.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,743 | $2.10M | 0.42% | −1,184−13.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,737 | $2.10M | 0.49% | −11−0.1% | Reduced |
| Holderness Investments Co | 7,710 | $2.09M | 0.46% | +218+2.9% | Added |
| Citizens National Bank Trust Department | 7,686 | $2.08M | 0.44% | −343−4.3% | Reduced |
| Palisade Asset Management, LLC | 7,665 | $2.08M | 0.20% | +107+1.4% | Added |
| Excalibur Management Corp | 7,638 | $2.07M | 0.79% | −30−0.4% | Reduced |
| Intellectus Partners, LLC | 7,560 | $2.05M | 0.52% | −136−1.8% | Reduced |
| RMR Capital Management, LLC | 7,558 | $2.05M | 1.74% | 00.0% | Unchanged |
| Dover Advisors, LLC | 7,545 | $2.05M | 1.16% | −94−1.2% | Reduced |
| Oldfather Financial Services, LLC | 7,515 | $2.04M | 0.78% | +15+0.2% | Added |
| Level Four Advisory Services, LLC | 7,532 | $2.03M | 0.09% | +2,176+40.6% | Added |
| Eagle Asset Management Inc | 7,049 | $2.03M | 0.01% | +1,651+30.6% | Added |
| Thoroughbred Financial Services, LLC | 7,467 | $2.02M | 0.13% | −147−1.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,419 | $2.01M | 0.94% | −8−0.1% | Reduced |
| Veracity Capital LLC | 7,419 | $2.01M | 0.77% | +27+0.4% | Added |
| IPG Investment Advisors LLC | 7,408 | $2.01M | 0.44% | +6,156+491.7% | Added |
| Nicholas Hoffman & Company, LLC. | 7,407 | $2.01M | 0.08% | −223−2.9% | Reduced |
| Boltwood Capital Management | 7,402 | $2.01M | 0.59% | −50−0.7% | Reduced |
| AIA Group Ltd | 7,400 | $2.01M | 0.05% | +200+2.8% | Added |
| Raab & Moskowitz Asset Management LLC | 7,394 | $2.01M | 0.51% | −72−1.0% | Reduced |
| Applied Finance Capital Management, LLC | 7,389 | $2.00M | 0.09% | +44+0.6% | Added |
| Edgestream Partners, L.P. | 7,382 | $2.00M | 0.09% | +6,139+493.9% | Added |
| KWB Wealth | 8,628 | $2.00M | 0.26% | −1,117−11.5% | Reduced |
| Berkshire Asset Management LLC | 8,622 | $2.00M | 0.10% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 7,320 | $1.99M | 0.43% | +7,320 | New |
| Nixon Peabody Trust Co | 7,304 | $1.98M | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,292 | $1.98M | 0.11% | +732+11.2% | Added |
| Trexquant Investment LP | 7,271 | $1.97M | 0.02% | +7,271 | New |
| Birinyi Associates Inc | 7,250 | $1.97M | 0.56% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,223 | $1.96M | 0.02% | −114−1.6% | Reduced |
| Associated Banc-Corp | 7,217 | $1.96M | 0.06% | −148−2.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,198 | $1.95M | 0.07% | −158−2.1% | Reduced |
| BancorpSouth Bank | 7,172 | $1.95M | 0.13% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 11,159 | $1.94M | 0.93% | +1,291+13.1% | Added |
| Blue Zone Wealth Advisors, LLC | 7,164 | $1.94M | 0.60% | −567−7.3% | Reduced |
| Argus Investors' Counsel, Inc. | 7,156 | $1.94M | 1.27% | −1,727−19.4% | Reduced |
| Van Strum & Towne Inc. | 7,140 | $1.94M | 0.67% | 00.0% | Unchanged |
| RMR Wealth Builders | 7,139 | $1.94M | 0.21% | −234−3.2% | Reduced |
| Everett Harris & Co | 7,138 | $1.94M | 0.02% | −50−0.7% | Reduced |
| Auxier Asset Management | 7,133 | $1.93M | 0.29% | +35+0.5% | Added |
| GeoWealth Management, LLC | 7,082 | $1.92M | 0.07% | −658−8.5% | Reduced |
| Fort Point Capital Partners LLC | 7,074 | $1.92M | 0.24% | +81+1.2% | Added |
| GAMMA Investing LLC | 7,074 | $1.92M | 0.19% | +1,634+30.0% | Added |
| GLOBALT Investments LLC | 7,069 | $1.92M | 0.07% | −582−7.6% | Reduced |
| NBC Securities, Inc. | 7,014 | $1.90M | 0.16% | −537−7.1% | Reduced |
| Stablepoint Partners, LLC | 6,989 | $1.90M | 0.35% | +55+0.8% | Added |
| Hilltop National Bank | 6,968 | $1.89M | 0.57% | +388+5.9% | Added |
| Beacon Financial Group | 6,910 | $1.87M | 0.20% | +177+2.6% | Added |
| Trust Asset Management LLC | 6,907 | $1.87M | 0.15% | −37−0.5% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $1.87M | 0.98% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6,863 | $1.86M | 1.58% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 6,860 | $1.86M | 0.23% | −573−7.7% | Reduced |
| Red Cedar Investment Management, LLC | 6,836 | $1.85M | 0.24% | +4,022+142.9% | Added |
| Dynasty Wealth Management, LLC | 6,801 | $1.84M | 0.06% | +118+1.8% | Added |
| Catalyst Funds Management Pty Ltd | 6,800 | $1.84M | 0.41% | +5,700+518.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,793 | $1.84M | 0.10% | −649−8.7% | Reduced |
| Financial Counselors Inc | 6,776 | $1.84M | 0.03% | +647+10.6% | Added |
| Center for Financial Planning, Inc. | 6,760 | $1.83M | 0.25% | −442−6.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,790 | $1.83M | 0.02% | +229+3.5% | Added |
| Ronald Blue Trust, Inc. | 7,897 | $1.83M | 0.02% | +2,502+46.4% | Added |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | −881−11.6% | Reduced |
| Checchi Capital Advisers, LLC | 6,665 | $1.81M | 0.13% | +117+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 6,663 | $1.81M | 0.07% | +672+11.2% | Added |
| Bank Ozk | 6,662 | $1.81M | 0.75% | −52−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,661 | $1.81M | 0.01% | −47,867−87.8% | Reduced |
| Private Trust Co NA | 6,652 | $1.80M | 0.18% | +1,007+17.8% | Added |
| Legacy Edge Advisors, LLC | 6,644 | $1.80M | 0.29% | −199−2.9% | Reduced |
| Daymark Wealth Partners, LLC | 101,287 | $1.80M | 0.08% | +356+0.4% | Added |
| Ascent Group, LLC | 6,630 | $1.80M | 0.14% | +509+8.3% | Added |
| Journey Strategic Wealth LLC | 6,610 | $1.79M | 0.07% | +942+16.6% | Added |
| McAdam, LLC | 6,596 | $1.79M | 0.10% | −613−8.5% | Reduced |
| Forum Financial Management, LP | 6,591 | $1.79M | 0.03% | +10.0% | Added |
| USA Financial Portformulas Corp | 6,560 | $1.78M | 0.28% | +134+2.1% | Added |
| Buckingham Strategic Partners | 6,552 | $1.78M | 0.04% | +179+2.8% | Added |
| Venturi Wealth Management, LLC | 6,548 | $1.78M | 0.09% | +264+4.2% | Added |
| GFG Capital, LLC | 10,351 | $1.77M | 0.72% | +253+2.5% | Added |
| Redwood Investment Management, LLC | 6,509 | $1.76M | 0.16% | −484−6.9% | Reduced |
| Chesapeake Wealth Management | 6,495 | $1.76M | 0.60% | −61−0.9% | Reduced |
| RB Capital Management, LLC | 6,490 | $1.76M | 0.42% | +1,274+24.4% | Added |
| Greenwood Gearhart Inc | 6,488 | $1.76M | 0.15% | −25−0.4% | Reduced |
| Advisory Research Inc | 6,477 | $1.76M | 0.31% | −429−6.2% | Reduced |
| Symphony Financial, Ltd. Co. | 6,461 | $1.75M | 0.29% | −277−4.1% | Reduced |
| Aurora Private Wealth, Inc. | 6,444 | $1.75M | 1.37% | +103+1.6% | Added |
| WSFS Capital Management, LLC | 6,393 | $1.73M | 0.09% | −360−5.3% | Reduced |
| S&CO Inc | 6,386 | $1.73M | 0.11% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,356 | $1.72M | 0.57% | +5+0.1% | Added |
| Busey Wealth Management | 6,266 | $1.70M | 0.06% | +31+0.5% | Added |
| Lee Danner & Bass Inc | 6,265 | $1.70M | 0.12% | +225+3.7% | Added |
| Stratos Wealth Advisors, LLC | 6,249 | $1.69M | 0.08% | −37−0.6% | Reduced |
| PFG Investments, LLC | 6,249 | $1.69M | 0.11% | −253−3.9% | Reduced |
| Diligent Investors, LLC | 6,247 | $1.69M | 0.39% | +10.0% | Added |
| Washington Trust Advisors, Inc. | 6,182 | $1.68M | 0.14% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,147 | $1.67M | 0.29% | −237−3.7% | Reduced |
| Summit Global Investments | 6,143 | $1.67M | 0.11% | −1,592−20.6% | Reduced |
| Axxcess Wealth Management, LLC | 6,136 | $1.66M | 0.04% | +2,510+69.2% | Added |
| Abundance Wealth Counselors | 6,131 | $1.66M | 0.34% | −204−3.2% | Reduced |
| Westpac Banking Corp | 6,093 | $1.65M | 0.11% | +196+3.3% | Added |
| YHB Investment Advisors, Inc. | 6,086 | $1.65M | 0.14% | +125+2.1% | Added |