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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 4,962 | $1.35M | 0.09% | −1,526−23.5% | Reduced |
| Vista Wealth Management Group, LLC | 4,944 | $1.34M | 0.09% | +74+1.5% | Added |
| Fortis Capital Advisors, LLC | 4,925 | $1.34M | 0.45% | +4,925 | New |
| Levin Capital Strategies, L.P. | 4,916 | $1.33M | 0.13% | +10.0% | Added |
| Beaumont Asset Management, L.L.C. | 4,905 | $1.33M | 0.77% | +94+2.0% | Added |
| Avestar Capital, LLC | 4,886 | $1.33M | 0.14% | +378+8.4% | Added |
| Mraz, Amerine & Associates, Inc. | 4,881 | $1.32M | 0.24% | −786−13.9% | Reduced |
| Garde Capital, Inc. | 4,838 | $1.31M | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,824 | $1.31M | 0.08% | +179+3.9% | Added |
| Baker Avenue Asset Management, LP | 4,801 | $1.30M | 0.04% | +423+9.7% | Added |
| Leisure Capital Management | 4,799 | $1.30M | 0.56% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 4,798 | $1.30M | 0.17% | −100−2.0% | Reduced |
| Wealthcare Advisory Partners LLC | 4,798 | $1.30M | 0.04% | +435+10.0% | Added |
| Boyar Asset Management Inc. | 4,785 | $1.30M | 0.84% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,781 | $1.30M | 0.07% | +4,781 | New |
| Pensionmark Financial Group, LLC | 4,765 | $1.29M | 0.04% | +3,867+430.6% | Added |
| Sentry Investment Management LLC | 4,753 | $1.29M | 0.54% | −81−1.7% | Reduced |
| AlphaStar Capital Management, LLC | 4,752 | $1.29M | 0.10% | +3,768+382.9% | Added |
| Capricorn Fund Managers Ltd | 4,734 | $1.28M | 0.86% | +404+9.3% | Added |
| American Trust | 4,732 | $1.28M | 0.11% | −2,311−32.8% | Reduced |
| Muirfield Wealth Advisors LLC | 4,730 | $1.28M | 1.09% | +14+0.3% | Added |
| NWK Group, Inc. | 4,701 | $1.27M | 0.52% | −15,874−77.2% | Reduced |
| Papp L Roy & Associates | 4,700 | $1.27M | 0.15% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,684 | $1.27M | 0.09% | −39−0.8% | Reduced |
| Verition Fund Management LLC | 4,679 | $1.27M | 0.01% | +332+7.6% | Added |
| Pflug Koory, LLC | 4,679 | $1.27M | 0.62% | +4,679 | New |
| Sapient Capital LLC | 4,678 | $1.27M | 0.03% | +2,360+101.8% | Added |
| Allegheny Financial Group LTD | 4,670 | $1.27M | 0.31% | +120+2.6% | Added |
| Barden Capital Management, Inc. | 4,659 | $1.26M | 1.11% | −397−7.9% | Reduced |
| Washington Trust Co | 4,648 | $1.26M | 0.04% | −8−0.2% | Reduced |
| RNC Capital Management LLC | 5,428 | $1.26M | 0.07% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,632 | $1.26M | 0.01% | −77−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 4,613 | $1.25M | 0.11% | +69+1.5% | Added |
| Confluence Wealth Services, Inc. | 4,612 | $1.25M | 0.09% | −339−6.8% | Reduced |
| BigSur Wealth Management LLC | 4,603 | $1.25M | 0.34% | +703+18.0% | Added |
| Ignite Planners, LLC | 4,602 | $1.25M | 0.29% | −80−1.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $1.25M | 0.79% | 00.0% | Unchanged |
| Sentry LLC | 4,591 | $1.25M | 0.24% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 4,591 | $1.25M | 0.39% | +27+0.6% | Added |
| Byrne Asset Management LLC | 4,590 | $1.24M | 0.85% | – | – |
| Atomi Financial Group, Inc. | 4,589 | $1.24M | 0.08% | +287+6.7% | Added |
| Chicago Partners Investment Group LLC | 4,579 | $1.24M | 0.04% | +155+3.5% | Added |
| Paloma Partners Management Co | 4,570 | $1.24M | 0.07% | −712−13.5% | Reduced |
| Fullcircle Wealth LLC | 4,562 | $1.24M | 0.56% | +176+4.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,562 | $1.24M | 0.04% | −3,353−42.4% | Reduced |
| Tufton Capital Management | 4,560 | $1.24M | 0.23% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,547 | $1.23M | 0.13% | −839−15.6% | Reduced |
| Green Harvest Asset Management LLC | 4,546 | $1.23M | 0.02% | +239+5.5% | Added |
| Premier Path Wealth Partners, LLC | 4,531 | $1.23M | 0.19% | −10−0.2% | Reduced |
| Accredited Investors Inc. | 4,526 | $1.23M | 0.07% | +873+23.9% | Added |
| Aspire Private Capital, LLC | 4,525 | $1.23M | 0.29% | +64+1.4% | Added |
| Verus Capital Partners, LLC | 4,524 | $1.23M | 0.12% | −34−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,522 | $1.23M | 0.07% | +3,472+330.7% | Added |
| Mattson Financial Services, LLC | 5,275 | $1.22M | 0.44% | −41−0.8% | Reduced |
| Canopy Partners, LLC | 4,477 | $1.21M | 0.52% | +305+7.3% | Added |
| Orrstown Financial Services Inc | 4,473 | $1.21M | 0.36% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,471 | $1.21M | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,465 | $1.21M | 0.08% | +295+7.1% | Added |
| Conning Inc. | 4,460 | $1.21M | 0.04% | −47−1.0% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,454 | $1.21M | 0.20% | −64−1.4% | Reduced |
| Koshinski Asset Management, Inc. | 4,454 | $1.21M | 0.10% | −52−1.2% | Reduced |
| Sage Rhino Capital LLC | 4,453 | $1.21M | 0.27% | +31+0.7% | Added |
| IFG Advisors, LLC | 4,442 | $1.20M | 0.26% | +5+0.1% | Added |
| Advisors Capital Management, LLC | 4,426 | $1.20M | 0.02% | −151−3.3% | Reduced |
| Delta Financial Group, Inc. | 4,409 | $1.20M | 0.44% | 00.0% | Unchanged |
| Resources Management Corp | 4,405 | $1.20M | 0.16% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 4,391 | $1.19M | 0.76% | −90−2.0% | Reduced |
| United Asset Strategies, Inc. | 4,378 | $1.19M | 0.11% | −207−4.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,374 | $1.19M | 0.51% | +20+0.5% | Added |
| Schulhoff & Co Inc | 4,370 | $1.19M | 0.49% | 00.0% | Unchanged |
| Guardian Investment Management | 4,367 | $1.18M | 1.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,340 | $1.18M | 0.17% | +5+0.1% | Added |
| Red Door Wealth Management, LLC | 4,336 | $1.18M | 0.20% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,334 | $1.18M | 0.12% | +4,334 | New |
| Proathlete Wealth Management LLC | 4,319 | $1.17M | 0.48% | +8+0.2% | Added |
| Orleans Capital Management Corp | 4,315 | $1.17M | 0.66% | −50−1.1% | Reduced |
| WBI Investments | 4,310 | $1.17M | 0.28% | +4,310 | New |
| Solitude Financial Services | 4,250 | $1.15M | 0.49% | +10+0.2% | Added |
| Atlas Brown,Inc. | 4,249 | $1.15M | 0.40% | −166−3.8% | Reduced |
| Promethium Advisors,llc | 4,226 | $1.15M | 0.81% | +4,226 | New |
| CWA Asset Management Group, LLC | 4,225 | $1.15M | 0.06% | +4,225 | New |
| Wellington Shields & Co., LLC | 4,220 | $1.14M | 0.35% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,210 | $1.14M | 0.14% | +100+2.4% | Added |
| Lyell Wealth Management, LP | 4,205 | $1.14M | 0.10% | 00.0% | Unchanged |
| Capital Management Associates | 4,196 | $1.14M | 1.27% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,187 | $1.14M | 0.03% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 4,181 | $1.13M | 0.64% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,178 | $1.13M | 0.04% | +627+17.7% | Added |
| Brooks, Moore & Associates, Inc. | 4,173 | $1.13M | 0.67% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,165 | $1.13M | 0.17% | +10.0% | Added |
| Amarillo National Bank | 4,156 | $1.13M | 0.21% | 00.0% | Unchanged |
| Scientech Research LLC | 4,150 | $1.13M | 0.22% | +4,150 | New |
| Essex Investment Management Co LLC | 4,148 | $1.12M | 0.20% | 00.0% | Unchanged |
| Benin Management CORP | 4,146 | $1.12M | 0.32% | −108−2.5% | Reduced |
| American National Bank | 4,128 | $1.12M | 0.13% | 00.0% | Unchanged |
| Graypoint LLC | 4,100 | $1.11M | 0.07% | +321+8.5% | Added |
| Paradigm Asset Management Co LLC | 4,100 | $1.11M | 0.29% | 00.0% | Unchanged |
| Colonial Trust Co | 4,090 | $1.11M | 0.17% | +164+4.2% | Added |
| Aaron Wealth Advisors | 4,074 | $1.10M | 0.13% | +381+10.3% | Added |
| Modern Wealth Management, LLC | 4,044 | $1.10M | 0.07% | +76+1.9% | Added |