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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 2,670 | $724.1K | 0.10% | +90+3.5% | Added |
| Tritonpoint Wealth, LLC | 2,664 | $722.1K | 0.07% | +95+3.7% | Added |
| Atlas Private Wealth Advisors | 2,661 | $722.0K | 0.10% | −360−11.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,661 | $721.7K | 0.36% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,658 | $720.9K | 0.23% | −1,818−40.6% | Reduced |
| Gsa Capital Partners LLP | 2,655 | $720.0K | 0.05% | +108+4.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,640 | $716.0K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,637 | $715.0K | 0.17% | −82−3.0% | Reduced |
| REDW Wealth LLC | 2,631 | $713.5K | 0.18% | −42−1.6% | Reduced |
| Athena Investment Management | 2,627 | $712.4K | 0.41% | −48−1.8% | Reduced |
| FinTrust Capital Advisors, LLC | 2,625 | $711.9K | 0.12% | −26−1.0% | Reduced |
| Outfitter Financial LLC | 2,625 | $711.9K | 0.59% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,615 | $709.2K | 0.64% | −141−5.1% | Reduced |
| Traphagen Investment Advisors LLC | 2,603 | $706.0K | 0.07% | +90+3.6% | Added |
| Pioneer Trust Bank N A | 2,600 | $705.1K | 0.18% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,600 | $705.1K | 0.13% | +50+2.0% | Added |
| Nilsine Partners, LLC | 2,596 | $704.0K | 0.09% | −285−9.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,595 | $703.8K | 0.02% | +57+2.2% | Added |
| Revolve Wealth Partners, LLC | 2,589 | $702.1K | 0.11% | +1,307+102.0% | Added |
| First City Capital Management, Inc. | 2,582 | $700.2K | 0.36% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,572 | $697.5K | 0.23% | 00.0% | Unchanged |
| TNF LLC | 2,579 | $696.4K | 0.25% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,562 | $694.7K | 0.19% | +61+2.4% | Added |
| Sippican Capital Advisors | 2,559 | $694.0K | 0.48% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,550 | $691.6K | 0.13% | +181+7.6% | Added |
| Weatherly Asset Management L. P. | 2,542 | $689.4K | 0.06% | +2,542 | New |
| Harbour Investment Management LLC | 2,539 | $688.6K | 0.31% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,524 | $685.0K | 0.11% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 2,520 | $683.4K | 0.56% | −26−1.0% | Reduced |
| Pathway Financial Advisers, LLC | 2,516 | $682.4K | 0.31% | +1,377+120.9% | Added |
| Burt Wealth Advisors | 2,515 | $682.1K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,508 | $680.2K | 0.11% | −85−3.3% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $679.6K | 0.27% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,498 | $677.5K | 0.06% | −718−22.3% | Reduced |
| Sage Capital Management, LLC | 2,494 | $676.3K | 0.32% | +10.0% | Added |
| Prelude Capital Management, LLC | 2,485 | $673.9K | 0.05% | +70+2.9% | Added |
| Catalyst Financial Partners LLC | 2,484 | $673.7K | 0.13% | +181+7.9% | Added |
| DT Investment Partners, LLC | 2,475 | $671.2K | 0.05% | +78+3.3% | Added |
| Marino, Stram & Associates LLC | 2,474 | $671.0K | 0.15% | +120+5.1% | Added |
| Tobam | 2,469 | $670.0K | 0.12% | +729+41.9% | Added |
| Simon Quick Advisors, LLC | 2,462 | $667.8K | 0.04% | +341+16.1% | Added |
| Regatta Capital Group, LLC | 2,460 | $667.1K | 0.13% | −37−1.5% | Reduced |
| MWA Asset Management | 2,456 | $666.1K | 0.44% | −25−1.0% | Reduced |
| McLean Asset Management Corp | 2,412 | $665.7K | 0.20% | −92−3.7% | Reduced |
| Tiemann Investment Advisors, LLC | 2,451 | $664.7K | 0.29% | −200−7.5% | Reduced |
| Breakwater Capital Group | 2,445 | $663.1K | 0.13% | −1,233−33.5% | Reduced |
| Raleigh Capital Management Inc. | 2,436 | $660.5K | 0.25% | +110+4.7% | Added |
| Auxano Advisors, LLC | 2,434 | $660.0K | 0.17% | +10+0.4% | Added |
| Stonebridge Capital Advisors LLC | 2,423 | $657.1K | 0.05% | +6+0.2% | Added |
| SkyView Investment Advisors, LLC | 2,423 | $657.0K | 0.11% | +73+3.1% | Added |
| Trillium Asset Management, LLC | 2,414 | $655.0K | 0.02% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $653.5K | 0.21% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,407 | $652.8K | 0.18% | +23+1.0% | Added |
| LS Investment Advisors, LLC | 2,406 | $652.5K | 0.10% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,401 | $651.2K | 0.18% | +2,401 | New |
| Aua Capital Management, LLC | 2,400 | $650.9K | 0.38% | −12−0.5% | Reduced |
| Confluence Investment Management LLC | 2,400 | $650.9K | 0.01% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,398 | $650.0K | 0.23% | 00.0% | Unchanged |
| Charter Trust Co | 2,384 | $646.5K | 0.04% | −58−2.4% | Reduced |
| Capital International Sarl | 2,384 | $646.5K | 0.02% | +1,009+73.4% | Added |
| Strategic Advocates LLC | 2,379 | $645.2K | 0.23% | −920−27.9% | Reduced |
| Weaver Consulting Group | 2,378 | $644.9K | 0.20% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,375 | $644.1K | 0.17% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,370 | $642.7K | 0.29% | +2,370 | New |
| Ballast Advisors LLC | 2,365 | $641.4K | 0.20% | −130−5.2% | Reduced |
| Acropolis Investment Management, LLC | 2,354 | $638.4K | 0.04% | −68−2.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,350 | $637.0K | 0.04% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,348 | $636.8K | 0.13% | +143+6.5% | Added |
| 9258 Wealth Management, LLC | 2,340 | $634.6K | 0.09% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $634.1K | 0.09% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 2,337 | $633.8K | 0.09% | +2,337 | New |
| Impact Partnership Wealth, LLC | 2,335 | $633.2K | 0.14% | −92−3.8% | Reduced |
| VisionPoint Advisory Group, LLC | 2,329 | $631.6K | 0.21% | −2,391−50.7% | Reduced |
| Soltis Investment Advisors LLC | 2,326 | $630.9K | 0.06% | +421+22.1% | Added |
| Moser Wealth Advisors, LLC | 2,326 | $630.8K | 0.33% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,326 | $630.8K | 0.31% | +2,326 | New |
| Silver Lake Advisory, LLC | 2,322 | $629.8K | 0.26% | +3+0.1% | Added |
| Physicians Financial Services, Inc. | 2,320 | $629.0K | 0.20% | +50+2.2% | Added |
| TCG Advisory Services, LLC | 2,315 | $627.8K | 0.03% | −471−16.9% | Reduced |
| Shufro Rose & Co LLC | 2,705 | $626.3K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,306 | $625.5K | 0.08% | −247−9.7% | Reduced |
| RMB Capital Management, LLC | 2,299 | $623.5K | 0.01% | +354+18.2% | Added |
| Blueshift Asset Management, LLC | 2,290 | $621.0K | 0.15% | +2,290 | New |
| Accurate Wealth Management, LLC | 2,235 | $619.7K | 0.12% | +180+8.8% | Added |
| Cyndeo Wealth Partners, LLC | 2,284 | $619.5K | 0.04% | +108+5.0% | Added |
| Sunbelt Securities, Inc. | 2,266 | $614.4K | 0.06% | +324+16.7% | Added |
| Crumly & Associates Inc. | 2,262 | $613.5K | 0.17% | +55+2.5% | Added |
| Covenant Asset Management, LLC | 2,261 | $613.2K | 0.14% | −200−8.1% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $612.6K | 0.23% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,250 | $610.2K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 2,247 | $609.4K | 0.07% | +45+2.0% | Added |
| Estabrook Capital Management | 2,244 | $608.6K | 0.09% | 00.0% | Unchanged |
| Umpqua Bank | 2,241 | $607.8K | 0.22% | +24+1.1% | Added |
| Quantum Private Wealth, LLC | 2,240 | $607.5K | 0.21% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 2,239 | $607.2K | 0.12% | +7+0.3% | Added |
| Arista Wealth Management, LLC | 2,238 | $606.8K | 0.15% | +26+1.2% | Added |
| Partnership Wealth Management, LLC | 2,237 | $606.6K | 0.43% | −266−10.6% | Reduced |
| Lavaca Capital LLC | 2,231 | $605.0K | 0.29% | −3,395−60.3% | Reduced |
| Chapin Davis, Inc. | 2,227 | $603.9K | 0.20% | −12−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,213 | $600.3K | 0.00% | 00.0% | Unchanged |