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 |
|---|---|---|---|---|---|
| Old National Bancorp | 6,083 | $1.65M | 0.04% | +920+17.8% | Added |
| Ferguson Wellman Capital Management, Inc | 6,055 | $1.64M | 0.03% | +50+0.8% | Added |
| Meiji Yasuda Life Insurance Co | 6,047 | $1.64M | 0.03% | −10,214−62.8% | Reduced |
| Weil Company, Inc. | 6,035 | $1.64M | 0.54% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 5,998 | $1.63M | 0.22% | −868−12.6% | Reduced |
| Community Bank, N.A. | 5,997 | $1.63M | 0.21% | −50−0.8% | Reduced |
| Bank of Hawaii | 5,995 | $1.63M | 0.07% | −207−3.3% | Reduced |
| B&L Asset Management LLC | 5,994 | $1.63M | 1.03% | +5,994 | New |
| Monte Financial Group, LLC | 5,987 | $1.62M | 0.67% | −1,013−14.5% | Reduced |
| GTS Securities LLC | 5,980 | $1.62M | 0.03% | +238+4.1% | Added |
| Ransom Advisory, Ltd | 5,946 | $1.61M | 0.75% | 00.0% | Unchanged |
| Western Financial Corp | 5,944 | $1.61M | 0.91% | +1,322+28.6% | Added |
| Mather Group, LLC. | 5,930 | $1.61M | 0.02% | −2,963−33.3% | Reduced |
| Prospera Financial Services Inc | 5,917 | $1.61M | 0.04% | −45−0.8% | Reduced |
| Fielder Capital Group LLC | 5,917 | $1.60M | 0.53% | +81+1.4% | Added |
| Flagship Harbor Advisors, LLC | 5,913 | $1.60M | 0.09% | +406+7.4% | Added |
| Farther Finance Advisors, LLC | 5,905 | $1.60M | 0.06% | +1,730+41.4% | Added |
| 44 Wealth Management LLC | 5,895 | $1.60M | 0.56% | +5,895 | New |
| Geneos Wealth Management Inc. | 5,889 | $1.60M | 0.06% | +406+7.4% | Added |
| Delphi Management Inc | 5,865 | $1.59M | 1.45% | −2,050−25.9% | Reduced |
| Weik Capital Management | 5,863 | $1.59M | 0.64% | −15−0.3% | Reduced |
| Prostatis Group LLC | 5,842 | $1.58M | 0.52% | +1,095+23.1% | Added |
| HTLF Bank | 5,829 | $1.58M | 0.17% | −379−6.1% | Reduced |
| Focus Financial Network, Inc. | 5,829 | $1.58M | 0.06% | +159+2.8% | Added |
| Highline Wealth Partners LLC | 5,823 | $1.58M | 0.53% | +13+0.2% | Added |
| Cigna Investments Inc | 5,817 | $1.58M | 0.28% | −29−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 5,807 | $1.57M | 0.23% | −6−0.1% | Reduced |
| Hohimer Wealth Management, LLC | 5,792 | $1.57M | 0.34% | +149+2.6% | Added |
| Twin Capital Management Inc | 5,777 | $1.57M | 0.18% | −168−2.8% | Reduced |
| Private Management Group Inc | 5,760 | $1.56M | 0.05% | −61,002−91.4% | Reduced |
| BayBridge Capital Group, LLC | 5,748 | $1.56M | 1.12% | −68−1.2% | Reduced |
| Grove Bank & Trust | 5,742 | $1.56M | 0.23% | +176+3.2% | Added |
| AXS Investments LLC | 5,736 | $1.56M | 0.41% | −114−1.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,716 | $1.55M | 1.30% | +4,660+441.3% | Added |
| Interchange Capital Partners, LLC | 5,692 | $1.54M | 0.55% | −108−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,689 | $1.54M | 0.05% | −291−4.9% | Reduced |
| Crestwood Advisors Group LLC | 5,671 | $1.54M | 0.03% | +14+0.2% | Added |
| Waldron Private Wealth LLC | 5,668 | $1.54M | 0.06% | +218+4.0% | Added |
| Brophy Wealth Management, LLC | 5,652 | $1.53M | 0.55% | +5,652 | New |
| Leavell Investment Management, Inc. | 5,648 | $1.53M | 0.08% | +635+12.7% | Added |
| Trust Point Inc. | 5,647 | $1.53M | 0.11% | −66−1.2% | Reduced |
| First Citizens Bank & Trust Co | 5,629 | $1.53M | 0.03% | −73−1.3% | Reduced |
| Ledyard National Bank | 5,610 | $1.52M | 0.14% | −123−2.1% | Reduced |
| J. W. Coons Advisors, LLC | 5,607 | $1.52M | 0.38% | −135−2.4% | Reduced |
| Manchester Capital Management LLC | 5,586 | $1.51M | 0.18% | +1,081+24.0% | Added |
| Northcape Wealth Management, LLC | 5,580 | $1.51M | 0.50% | 00.0% | Unchanged |
| Sirios Capital Management L P | 5,577 | $1.51M | 0.27% | −2,885−34.1% | Reduced |
| Woodstock Corp | 5,574 | $1.51M | 0.15% | −150−2.6% | Reduced |
| Simmons Bank | 5,569 | $1.51M | 0.11% | +20.0% | Added |
| Syon Capital LLC | 5,567 | $1.51M | 0.13% | −15−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,538 | $1.50M | 0.10% | −24−0.4% | Reduced |
| Highview Capital Management LLC | 5,534 | $1.50M | 0.61% | +257+4.9% | Added |
| Transatlantique Private Wealth LLC | 5,532 | $1.50M | 0.58% | −1,730−23.8% | Reduced |
| Diversify Advisory Services, LLC | 5,503 | $1.50M | 0.08% | +28+0.5% | Added |
| Crewe Advisors LLC | 5,528 | $1.50M | 0.17% | −16−0.3% | Reduced |
| KRS Capital Management, LLC | 5,521 | $1.50M | 1.09% | +209+3.9% | Added |
| Laurel Wealth Advisors LLC | 5,521 | $1.50M | 0.24% | −19−0.3% | Reduced |
| Cambridge Financial Group, LLC | 5,516 | $1.50M | 0.62% | −450−7.5% | Reduced |
| Icon Advisers Inc | 5,500 | $1.49M | 0.31% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 5,500 | $1.49M | 0.10% | +3,500+175.0% | Added |
| Carr Financial Group Corp | 5,464 | $1.48M | 0.44% | +17+0.3% | Added |
| Stonebrook Private Inc. | 5,461 | $1.48M | 0.39% | −251−4.4% | Reduced |
| Strategic Investment Advisors | 5,459 | $1.48M | 0.16% | −219−3.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,458 | $1.48M | 0.27% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 5,445 | $1.48M | 0.24% | +5,445 | New |
| Saxon Interests, Inc. | 5,441 | $1.48M | 0.67% | +541+11.0% | Added |
| Spinnaker Trust | 5,439 | $1.48M | 0.09% | −2,215−28.9% | Reduced |
| Signal Advisors Wealth, LLC | 5,434 | $1.47M | 0.21% | +5,434 | New |
| Brevan Howard Capital Management LP | 5,383 | $1.46M | 0.07% | −6,353−54.1% | Reduced |
| Stokes Family Office, LLC | 5,382 | $1.46M | 0.16% | −485−8.3% | Reduced |
| Smartleaf Asset Management LLC | 5,361 | $1.45M | 0.18% | +1,746+48.3% | Added |
| Cypress Wealth Services, LLC | 5,342 | $1.45M | 0.30% | +151+2.9% | Added |
| Edge Capital Group, LLC | 5,338 | $1.45M | 0.06% | −35−0.7% | Reduced |
| Groupama Asset Managment | 6,645 | $1.45M | 0.04% | +29+0.4% | Added |
| Lebenthal Global Advisors, LLC | 5,330 | $1.45M | 0.29% | +545+11.4% | Added |
| MeadowBrook Investment Advisors LLC | 5,324 | $1.44M | 1.30% | −104−1.9% | Reduced |
| Harbour Investments, Inc. | 5,302 | $1.44M | 0.04% | +708+15.4% | Added |
| Profit Investment Management, LLC | 5,280 | $1.43M | 1.13% | −397−7.0% | Reduced |
| S.A. Mason LLC | 5,280 | $1.43M | 0.76% | +10.0% | Added |
| Ramirez Asset Management, Inc. | 5,220 | $1.42M | 0.27% | −9−0.2% | Reduced |
| PFG Advisors | 5,209 | $1.41M | 0.09% | +629+13.7% | Added |
| Brighton Jones LLC | 5,208 | $1.41M | 0.05% | −93−1.8% | Reduced |
| Factorial Partners, LLC | 5,200 | $1.41M | 0.81% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,199 | $1.41M | 0.06% | +1,978+61.4% | Added |
| Cornerstone Planning Group LLC | 5,185 | $1.40M | 0.37% | +18+0.3% | Added |
| Pecaut & Co. | 5,169 | $1.40M | 0.50% | −45−0.9% | Reduced |
| IHT Wealth Management, LLC | 5,140 | $1.39M | 0.04% | +426+9.0% | Added |
| Vectors Research Management, LLC | 5,189 | $1.39M | 0.42% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 5,128 | $1.39M | 0.52% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,116 | $1.39M | 0.69% | +334+7.0% | Added |
| WealthTrust Axiom LLC | 5,101 | $1.38M | 0.41% | +644+14.4% | Added |
| Wealth Alliance | 5,066 | $1.37M | 0.16% | +84+1.7% | Added |
| Legacy Advisors, LLC | 5,026 | $1.36M | 0.15% | +50+1.0% | Added |
| Gen-Wealth Partners Inc | 4,967 | $1.36M | 0.59% | −294−5.6% | Reduced |
| Capital Analysts, LLC | 5,019 | $1.36M | 0.06% | +995+24.7% | Added |
| Aspiriant, LLC | 5,002 | $1.36M | 0.05% | −694−12.2% | Reduced |
| Olstein Capital Management, L.P. | 5,000 | $1.36M | 0.23% | −10,000−66.7% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.36M | 0.27% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,991 | $1.35M | 0.13% | −228−4.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,967 | $1.35M | 0.06% | −87−1.7% | Reduced |