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
- 2,460
- +137 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
- 231
- 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 3,268 | $886.2K | 0.14% | +1,881+135.6% | Added |
| Plancorp, LLC | 3,265 | $885.5K | 0.04% | +25+0.8% | Added |
| Ocean Capital Management, LLC | 3,260 | $884.1K | 0.21% | +3,260 | New |
| Cetera Trust Company, N.A | 3,260 | $884.1K | 0.54% | −75−2.2% | Reduced |
| Hartford Financial Management Inc. | 3,258 | $883.6K | 0.18% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,254 | $882.5K | 0.29% | +368+12.8% | Added |
| Leo Wealth, LLC | 3,251 | $881.6K | 0.08% | −109−3.2% | Reduced |
| Somerville Kurt F | 3,250 | $881.4K | 0.14% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3,249 | $881.2K | 0.64% | +580+21.7% | Added |
| WMS Partners, LLC | 3,239 | $878.4K | 0.05% | −1,378−29.8% | Reduced |
| Advisor OS, LLC | 3,229 | $875.8K | 0.09% | +213+7.1% | Added |
| Altfest L J & Co Inc | 3,215 | $872.0K | 0.12% | +3+0.1% | Added |
| Matrix Asset Advisors Inc | 3,212 | $871.1K | 0.10% | 00.0% | Unchanged |
| First International Bank & Trust | 3,208 | $870.0K | 0.28% | +23+0.7% | Added |
| United Community Bank | 3,204 | $868.9K | 0.34% | −659−17.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,197 | $867.0K | 0.11% | +65+2.1% | Added |
| Wellington Wealth Strategies, LLC. | 3,207 | $866.1K | 0.66% | +3,207 | New |
| Elyxium Wealth, LLC | 3,188 | $864.6K | 0.48% | +3,188 | New |
| McGlone Suttner Wealth Management, Inc. | 3,170 | $859.7K | 0.18% | +786+33.0% | Added |
| EverSource Wealth Advisors, LLC | 3,164 | $858.2K | 0.05% | −317−9.1% | Reduced |
| Eagle Ridge Investment Management | 3,148 | $853.7K | 0.07% | +9+0.3% | Added |
| SignalPoint Asset Management, LLC | 3,148 | $853.3K | 0.20% | −7−0.2% | Reduced |
| Clean Yield Group | 3,135 | $850.2K | 0.27% | +45+1.5% | Added |
| Lifeworks Advisors, LLC | 3,134 | $849.9K | 0.17% | +86+2.8% | Added |
| Old Mission Investment Co LLC | 3,132 | $849.4K | 0.26% | +4+0.1% | Added |
| Texas Yale Capital Corp. | 3,123 | $847.0K | 0.04% | +202+6.9% | Added |
| Fort Pitt Capital Group, LLC | 3,108 | $842.9K | 0.02% | −28−0.9% | Reduced |
| Westmount Partners, LLC | 3,091 | $838.3K | 0.25% | −23−0.7% | Reduced |
| Ridgewood Investments LLC | 3,086 | $836.9K | 0.42% | −4−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 3,074 | $833.6K | 0.11% | 00.0% | Unchanged |
| Bath Savings Trust Co | 3,064 | $831.0K | 0.08% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,055 | $828.4K | 0.35% | −57−1.8% | Reduced |
| Greenland Capital Management LP | 3,045 | $825.8K | 0.15% | +339+12.5% | Added |
| Linscomb & Williams, Inc. | 3,039 | $824.2K | 0.04% | −471−13.4% | Reduced |
| Exchange Bank | 3,035 | $823.1K | 0.67% | −102−3.3% | Reduced |
| Trueblood Wealth Management, LLC | 3,034 | $822.9K | 0.41% | +445+17.2% | Added |
| Embree Financial Group | 3,034 | $822.7K | 0.15% | +7+0.2% | Added |
| Continuum Advisory, LLC | 2,853 | $822.6K | 0.11% | +829+41.0% | Added |
| Portside Wealth Group, LLC | 3,030 | $821.7K | 0.14% | +158+5.5% | Added |
| Reynders McVeigh Capital Management, LLC | 3,029 | $821.0K | 0.04% | −51−1.7% | Reduced |
| Scissortail Wealth Management, LLC | 3 | $818.2K | 0.20% | −2,997−99.9% | Reduced |
| LongView Wealth Management | 3,011 | $816.6K | 0.26% | −27−0.9% | Reduced |
| Advisor Resource Council | 3,006 | $815.2K | 0.37% | +3,006 | New |
| Great Valley Advisor Group, Inc. | 3,003 | $814.6K | 0.02% | +194+6.9% | Added |
| Parkside Investments, LLC | 3,000 | $813.6K | 0.12% | −500−14.3% | Reduced |
| Acima Private Wealth, LLC | 3,000 | $813.6K | 0.27% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $813.6K | 0.30% | 00.0% | Unchanged |
| SRN Advisors, LLC | 2,990 | $810.9K | 0.72% | −1,156−27.9% | Reduced |
| Tradition Wealth Management, LLC | 2,977 | $807.5K | 0.07% | +20+0.7% | Added |
| Outlook Wealth Advisors, LLC | 2,974 | $806.6K | 0.23% | −66−2.2% | Reduced |
| Cidel Asset Management Inc | 2,959 | $802.5K | 0.06% | −266−8.2% | Reduced |
| Hendley & Co Inc | 2,950 | $800.0K | 0.28% | +450+18.0% | Added |
| Steel Peak Wealth Management LLC | 2,933 | $795.3K | 0.04% | −20,744−87.6% | Reduced |
| Centennial Bank | 2,931 | $794.9K | 0.36% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,929 | $794.5K | 0.07% | +11+0.4% | Added |
| Twin Lakes Capital Management, LLC | 2,914 | $790.3K | 0.51% | +4+0.1% | Added |
| Cambridge Advisors Inc. | 2,910 | $789.2K | 0.17% | −55−1.9% | Reduced |
| Kavar Capital Partners Group, LLC | 2,909 | $788.9K | 0.12% | +42+1.5% | Added |
| Legal Advantage Investments, Inc. | 2,900 | $786.5K | 0.43% | 00.0% | Unchanged |
| Essex Savings Bank | 2,900 | $786.4K | 0.20% | −111−3.7% | Reduced |
| SPC Financial, Inc. | 2,899 | $786.2K | 0.07% | −172−5.6% | Reduced |
| Strategic Blueprint, LLC | 2,886 | $782.8K | 0.05% | +21+0.7% | Added |
| Hobbs Group Advisors, LLC | 2,863 | $776.4K | 0.28% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,862 | $776.2K | 0.02% | +729+34.2% | Added |
| Balboa Wealth Partners | 2,857 | $774.9K | 0.19% | +253+9.7% | Added |
| Bristol John W & Co Inc | 2,851 | $773.2K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,848 | $772.4K | 0.23% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,845 | $771.6K | 0.04% | +764+36.7% | Added |
| Indiana Trust & Investment Management CO | 2,842 | $770.8K | 0.26% | −40−1.4% | Reduced |
| Stonegate Investment Group, LLC | 2,838 | $769.6K | 0.02% | −8,274−74.5% | Reduced |
| Lindbrook Capital, LLC | 2,833 | $768.3K | 0.07% | +65+2.3% | Added |
| Union Savings Bank | 2,822 | $765.3K | 0.38% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,810 | $762.1K | 0.13% | +2,810 | New |
| CoreFirst Bank & Trust | 2,808 | $761.5K | 0.44% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $759.9K | 0.10% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $759.4K | 0.50% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $759.4K | 0.41% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,789 | $756.4K | 0.07% | −4−0.1% | Reduced |
| Borer Denton & Associates, Inc. | 2,787 | $755.8K | 0.26% | +125+4.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,783 | $754.8K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,777 | $753.1K | 0.07% | −302−9.8% | Reduced |
| Bank Hapoalim BM | 2,778 | $753.0K | 0.11% | −92−3.2% | Reduced |
| Marietta Investment Partners LLC | 2,775 | $752.6K | 0.16% | +25+0.9% | Added |
| Cadent Capital Advisors, LLC | 2,767 | $750.3K | 0.25% | +606+28.0% | Added |
| Legacy Financial Advisors, Inc. | 2,765 | $750.0K | 0.13% | +111+4.2% | Added |
| Guardian Wealth Advisors, LLC | 2,753 | $746.6K | 0.08% | +5+0.2% | Added |
| Engineers Gate Manager LP | 2,751 | $746.1K | 0.01% | −3,806−58.0% | Reduced |
| Proficio Capital Partners LLC | 2,748 | $745.3K | 0.07% | −493−15.2% | Reduced |
| Revisor Wealth Management LLC | 2,747 | $745.0K | 0.47% | +16+0.6% | Added |
| ASB Consultores, LLC | 2,729 | $740.1K | 0.29% | −98−3.5% | Reduced |
| Millington Financial Advisors, LLC | 2,727 | $739.6K | 0.46% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,723 | $738.0K | 0.43% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,721 | $738.0K | 0.31% | +500+22.5% | Added |
| Avantax Planning Partners, Inc. | 2,721 | $738.0K | 0.03% | −1,428−34.4% | Reduced |
| Hanson & Doremus Investment Management | 2,712 | $735.0K | 0.12% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,710 | $735.0K | 0.19% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,706 | $734.0K | 0.05% | −21−0.8% | Reduced |
| PFC Capital Group, Inc. | 2,700 | $732.0K | 0.35% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,687 | $728.7K | 0.22% | +869+47.8% | Added |
| Custom Index Systems, LLC | 2,673 | $724.9K | 0.39% | +1,166+77.4% | Added |