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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 4,041 | $1.10M | 0.18% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,040 | $1.10M | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,030 | $1.09M | 0.15% | −257−6.0% | Reduced |
| Ellevest, Inc. | 4,029 | $1.09M | 0.06% | −68−1.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,026 | $1.09M | 0.25% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 4,019 | $1.09M | 0.30% | +162+4.2% | Added |
| WBH Advisory Inc | 3,993 | $1.08M | 0.10% | −123−3.0% | Reduced |
| Alhambra Investment Partners LLC | 3,990 | $1.08M | 0.56% | −25−0.6% | Reduced |
| Evanson Asset Management, LLC | 3,989 | $1.08M | 0.08% | +10.0% | Added |
| First Affirmative Financial Network | 3,987 | $1.08M | 0.59% | −325−7.5% | Reduced |
| Fidelis Capital Partners, LLC | 3,984 | $1.08M | 0.13% | +117+3.0% | Added |
| Lakeview Capital Partners, LLC | 3,981 | $1.08M | 0.17% | −9,965−71.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,978 | $1.08M | 0.07% | +3,978 | New |
| Boston Financial Mangement LLC | 3,973 | $1.08M | 0.03% | −55−1.4% | Reduced |
| Centerpoint Advisors, LLC | 3,970 | $1.08M | 0.37% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,949 | $1.07M | 0.12% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,904 | $1.06M | 0.08% | −924−19.1% | Reduced |
| Forte Capital LLC | 3,914 | $1.06M | 0.12% | +2,011+105.7% | Added |
| Culbertson A N & Co Inc | 3,913 | $1.06M | 0.17% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,912 | $1.06M | 0.05% | +630+19.2% | Added |
| Next Level Private LLC | 3,909 | $1.06M | 0.43% | +15+0.4% | Added |
| Sanders Morris Harris LLC | 3,892 | $1.06M | 0.18% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,822 | $1.05M | 0.41% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,879 | $1.05M | 0.07% | −132−3.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,860 | $1.05M | 0.16% | −400−9.4% | Reduced |
| LGT Fund Management Co Ltd. | 3,851 | $1.04M | 0.11% | +51+1.3% | Added |
| Ameritas Advisory Services, LLC | 3,842 | $1.04M | 0.04% | −6,623−63.3% | Reduced |
| Bridges Investment Management Inc | 3,824 | $1.04M | 0.01% | +20+0.5% | Added |
| Alexander Randolph Advisory, Inc. | 3,807 | $1.03M | 0.91% | −105−2.7% | Reduced |
| First Western Trust Bank | 3,807 | $1.03M | 0.05% | −114−2.9% | Reduced |
| Unigestion Holding SA | 3,802 | $1.03M | 0.05% | +3,802 | New |
| Midland Wealth Advisors LLC | 3,801 | $1.03M | 0.06% | −569−13.0% | Reduced |
| Souders Financial Advisors | 3,792 | $1.03M | 0.14% | +3,792 | New |
| Global Trust Asset Management, LLC | 3,791 | $1.03M | 0.38% | +1,252+49.3% | Added |
| Numerai GP LLC | 3,765 | $1.02M | 0.27% | +3,765 | New |
| Olistico Wealth, LLC | 3,763 | $1.02M | 0.62% | +211+5.9% | Added |
| Gratus Wealth Advisors, LLC | 3,717 | $1.02M | 0.17% | +121+3.4% | Added |
| Marcum Wealth, LLC | 3,747 | $1.02M | 0.09% | +982+35.5% | Added |
| Mayflower Financial Advisors, LLC | 3,730 | $1.01M | 0.15% | −219−5.5% | Reduced |
| Inceptionr LLC | 3,723 | $1.01M | 0.25% | +3,723 | New |
| Kingswood Wealth Advisors, LLC | 3,678 | $997.2K | 0.07% | +934+34.0% | Added |
| Coastal Investment Advisors, Inc. | 3,606 | $997.1K | 0.46% | −24,219−87.0% | Reduced |
| Burford Brothers, Inc. | 3,676 | $997.0K | 0.52% | +395+12.0% | Added |
| Mount Yale Investment Advisors, LLC | 3,674 | $996.4K | 0.10% | −802−17.9% | Reduced |
| Cornerstone Wealth Management, LLC | 3,666 | $994.3K | 0.07% | +130+3.7% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $993.1K | 0.14% | 00.0% | Unchanged |
| Strategic Advisors LLC | 3,654 | $991.0K | 0.18% | +2+0.1% | Added |
| Aries Wealth Management | 3,653 | $990.7K | 0.27% | −36−1.0% | Reduced |
| Cable Hill Partners, LLC | 3,638 | $986.6K | 0.10% | +157+4.5% | Added |
| Sage Mountain Advisors LLC | 3,625 | $983.0K | 0.08% | +189+5.5% | Added |
| Larson Financial Group LLC | 3,620 | $981.6K | 0.06% | +890+32.6% | Added |
| Philadelphia Trust Co | 3,611 | $979.0K | 0.07% | +16+0.4% | Added |
| Virtus ETF Advisers LLC | 3,601 | $976.6K | 0.46% | +41+1.2% | Added |
| Holowesko Partners Ltd. | 3,600 | $976.3K | 0.52% | −55,600−93.9% | Reduced |
| Saybrook Capital | 3,600 | $976.3K | 0.28% | 00.0% | Unchanged |
| Platform Technology Partners | 3,593 | $974.2K | 0.31% | −199−5.2% | Reduced |
| Howard Capital Management Inc. | 3,581 | $971.2K | 0.02% | +3,581 | New |
| Oak Asset Management, LLC | 3,580 | $970.9K | 0.34% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 3,578 | $970.4K | 0.42% | −65−1.8% | Reduced |
| Empirical Asset Management, LLC | 3,557 | $964.8K | 0.34% | +3,557 | New |
| LVW Advisors, LLC | 3,550 | $962.8K | 0.12% | +98+2.8% | Added |
| US Asset Management LLC | 3,336 | $960.0K | 0.85% | −8−0.2% | Reduced |
| Resolute Wealth Strategies, LLC | 3,534 | $958.5K | 0.50% | +108+3.2% | Added |
| BSW Wealth Partners | 3,531 | $957.7K | 0.14% | −20−0.6% | Reduced |
| Cornerstone Wealth Group, LLC | 3,524 | $955.7K | 0.08% | +46+1.3% | Added |
| Hills Bank & Trust Co | 3,524 | $955.7K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,517 | $953.8K | 0.05% | +3,517 | New |
| Doliver Advisors, LP | 3,508 | $951.4K | 0.26% | −29−0.8% | Reduced |
| Alerus Financial NA | 3,505 | $950.6K | 0.07% | −45−1.3% | Reduced |
| U S Global Investors Inc | 3,500 | $949.2K | 0.09% | +1,400+66.7% | Added |
| ERn Financial, LLC | 3,493 | $947.3K | 0.14% | +456+15.0% | Added |
| Sendero Wealth Management, LLC | 3,462 | $938.9K | 0.15% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,442 | $933.0K | 0.77% | +3,442 | New |
| MidWestOne Financial Group, Inc. | 3,431 | $930.5K | 0.13% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,427 | $929.4K | 0.21% | +507+17.4% | Added |
| Shay Capital LLC | 3,425 | $928.9K | 0.27% | +3,425 | New |
| 180 Wealth Advisors, LLC | 3,421 | $927.8K | 0.15% | +1,652+93.4% | Added |
| OmniStar Financial Group, Inc. | 3,402 | $924.4K | 0.69% | +3,402 | New |
| Knightsbridge Asset Management, LLC | 3,405 | $923.4K | 0.21% | +13+0.4% | Added |
| Defined Wealth Management, LLC | 3,405 | $923.4K | 0.60% | +46+1.4% | Added |
| LGL Partners, LLC | 3,388 | $918.7K | 0.13% | +62+1.9% | Added |
| Watts Gwilliam & Co., LLC | 3,407 | $916.8K | 0.20% | +3,407 | New |
| Tanager Wealth Management LLP | 3,375 | $915.3K | 0.12% | −11−0.3% | Reduced |
| CFO4Life Group, LLC | 3,371 | $914.2K | 0.16% | −283−7.7% | Reduced |
| Basepoint Wealth LLC | 3,367 | $913.3K | 0.67% | +156+4.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,346 | $907.6K | 0.23% | +28+0.8% | Added |
| First Foundation Advisors | 3,341 | $906.1K | 0.03% | +123+3.8% | Added |
| Bell Bank | 3,338 | $905.3K | 0.11% | +11+0.3% | Added |
| Geller Advisors LLC | 3,329 | $902.8K | 0.06% | +21+0.6% | Added |
| Catalina Capital Group, LLC | 3,322 | $901.0K | 0.31% | +295+9.7% | Added |
| Kovack Advisors, Inc. | 3,321 | $900.7K | 0.10% | +57+1.7% | Added |
| Richwood Investment Advisors, LLC | 3,321 | $900.5K | 0.74% | −90−2.6% | Reduced |
| Spire Wealth Management | 3,320 | $900.3K | 0.03% | −473−12.5% | Reduced |
| Quent Capital, LLC | 3,318 | $899.8K | 0.09% | +310+10.3% | Added |
| Aspen Investment Management Inc | 3,315 | $899.0K | 0.42% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,306 | $896.6K | 0.05% | +33+1.0% | Added |
| Bridgefront Capital, LLC | 3,305 | $896.3K | 0.35% | −1,200−26.6% | Reduced |
| Financial Management Network Inc | 3,239 | $893.8K | 0.19% | +76+2.4% | Added |
| SeaCrest Wealth Management, LLC | 3,284 | $890.5K | 0.10% | +48+1.5% | Added |
| Zullo Investment Group, Inc. | 3,267 | $886.2K | 0.37% | +20+0.6% | Added |