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 |
|---|---|---|---|---|---|
| Sunburst Financial Group, LLC | 2,212 | $599.9K | 0.15% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,209 | $599.1K | 0.08% | +165+8.1% | Added |
| Wealth Architects, LLC | 2,204 | $597.7K | 0.07% | −21−0.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,203 | $597.5K | 0.31% | −10−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,203 | $597.5K | 0.11% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,200 | $596.7K | 0.06% | 00.0% | Unchanged |
| Aviso Wealth Management | 2,195 | $595.3K | 0.32% | +2,195 | New |
| Merriman Wealth Management, LLC | 2,194 | $595.1K | 0.02% | +1,002+84.1% | Added |
| Phoenix Wealth Advisors | 2,189 | $593.7K | 0.28% | −8−0.4% | Reduced |
| Addison Capital Co | 2,179 | $590.9K | 0.24% | −75−3.3% | Reduced |
| Signature Wealth Management Partners, LLC | 2,171 | $588.8K | 0.43% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,170 | $588.6K | 0.13% | +10.0% | Added |
| Yarbrough Capital, LLC | 2,161 | $586.1K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,160 | $586.0K | 0.17% | −1,871−46.4% | Reduced |
| Private Capital Management LLC | 2,158 | $585.3K | 0.11% | +991+84.9% | Added |
| Pittenger & Anderson Inc | 2,158 | $585.3K | 0.02% | −450−17.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,153 | $584.0K | 0.27% | +127+6.3% | Added |
| Adirondack Trust Co | 2,148 | $582.5K | 0.22% | −15−0.7% | Reduced |
| Mystic Asset Management, Inc. | 2,143 | $581.2K | 0.22% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 2,131 | $577.9K | 0.14% | −2,404−53.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,131 | $577.9K | 0.09% | +73+3.5% | Added |
| Howland Capital Management LLC | 2,126 | $576.6K | 0.02% | −261−10.9% | Reduced |
| Dearborn Partners LLC | 2,114 | $573.3K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,111 | $572.5K | 0.38% | 00.0% | Unchanged |
| Camden National Bank | 2,110 | $572.2K | 0.08% | +2,110 | New |
| Morningstar Investment Management LLC | 2,070 | $572.0K | 0.06% | −62−2.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,109 | $572.0K | 0.18% | −5−0.2% | Reduced |
| Pictet & Cie (Europe) SA | 2,108 | $571.7K | 0.01% | +12+0.6% | Added |
| Flagship Private Wealth, LLC | 2,106 | $571.2K | 0.29% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,104 | $570.6K | 0.07% | −70−3.2% | Reduced |
| Dark Forest Capital Management LP | 2,102 | $570.1K | 0.07% | +2,102 | New |
| Waters Parkerson & Co., LLC | 2,103 | $570.0K | 0.03% | +34+1.6% | Added |
| Ellis Investment Partners, LLC | 2,101 | $569.8K | 0.11% | +2+0.1% | Added |
| Enterprise Financial Services Corp | 2,100 | $569.5K | 0.33% | −403−16.1% | Reduced |
| Security National Bank of So Dak | 2,100 | $569.5K | 0.32% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,100 | $569.5K | 0.56% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,100 | $569.5K | 0.07% | +2,100 | New |
| Sand Hill Global Advisors, LLC | 2,095 | $568.2K | 0.02% | −25−1.2% | Reduced |
| Blume Capital Management, Inc. | 2,084 | $565.2K | 0.13% | 00.0% | Unchanged |
| Motco | 2,080 | $564.1K | 0.06% | +25+1.2% | Added |
| HCR Wealth Advisors | 2,075 | $562.7K | 0.07% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,073 | $562.1K | 0.11% | +2+0.1% | Added |
| Sutton Place Investors LLC | 2,070 | $561.3K | 0.34% | +43+2.1% | Added |
| Thrive Wealth Management, LLC | 2,068 | $560.9K | 0.10% | +241+13.2% | Added |
| Legacy Capital Group California, Inc. | 2,068 | $560.8K | 0.19% | +2,068 | New |
| LM Advisors LLC | 2,059 | $559.0K | 0.11% | −360−14.9% | Reduced |
| Pacitti Group Inc. | 2,055 | $557.3K | 0.26% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,018 | $557.3K | 0.19% | +331+19.6% | Added |
| Brown, Lisle/Cummings, Inc. | 2,047 | $555.1K | 0.17% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,041 | $553.5K | 0.05% | −69−3.3% | Reduced |
| Keel Point, LLC | 2,039 | $553.1K | 0.05% | +22+1.1% | Added |
| Quotient Wealth Partners, LLC | 2,037 | $552.5K | 0.02% | +73+3.7% | Added |
| Waddell & Associates, LLC | 2,036 | $552.2K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,031 | $550.9K | 0.01% | −33−1.6% | Reduced |
| Founders Financial Securities LLC | 2,029 | $550.4K | 0.05% | −502−19.8% | Reduced |
| MEMBERS Trust Co | 2,025 | $549.2K | 0.02% | +4+0.2% | Added |
| KKM Financial LLC | 2,025 | $549.2K | 0.27% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,021 | $548.1K | 0.18% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 2,014 | $546.2K | 0.28% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,007 | $544.0K | 0.21% | +110+5.8% | Added |
| SRS Capital Advisors, Inc. | 2,005 | $543.7K | 0.05% | +19+1.0% | Added |
| Clear Harbor Asset Management, LLC | 2,000 | $542.4K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $542.4K | 0.09% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $542.4K | 0.51% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $542.0K | 0.43% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,989 | $539.3K | 0.06% | +1,989 | New |
| Allen Investment Management LLC | 1,976 | $535.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,976 | $535.9K | 0.20% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,962 | $532.1K | 0.06% | −17−0.9% | Reduced |
| Sierra Capital LLC | 1,960 | $532.0K | 0.06% | +1,960 | New |
| Arcataur Capital Management LLC | 1,950 | $528.8K | 0.18% | −5−0.3% | Reduced |
| LMCG Investments, LLC | 1,949 | $528.6K | 0.03% | −4−0.2% | Reduced |
| Ruggaard & Associates LLC | 1,945 | $527.4K | 0.23% | −50−2.5% | Reduced |
| Whitener Capital Management, Inc. | 1,940 | $526.1K | 0.15% | −70−3.5% | Reduced |
| Beck Bode, LLC | 1,940 | $526.0K | 0.10% | +1,940 | New |
| Stanley-Laman Group, Ltd. | 1,936 | $525.0K | 0.07% | +1,936 | New |
| Angeles Wealth Management, LLC | 1,935 | $524.8K | 0.05% | +250+14.8% | Added |
| Independent Family Office, LLC | 1,932 | $524.0K | 0.26% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,931 | $523.7K | 0.33% | −170−8.1% | Reduced |
| Keudell/Morrison Wealth Management | 1,927 | $522.6K | 0.14% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,922 | $521.2K | 0.11% | +165+9.4% | Added |
| Moss Adams Wealth Advisors LLC | 1,922 | $521.1K | 0.06% | +711+58.7% | Added |
| Donaldson Capital Management, LLC | 1,921 | $521.0K | 0.02% | +13+0.7% | Added |
| Verity & Verity, LLC | 1,920 | $520.7K | 0.05% | +46+2.5% | Added |
| Calton & Associates, Inc. | 1,912 | $518.5K | 0.20% | +1,912 | New |
| TrueWealth Advisors, LLC | 1,912 | $518.4K | 0.17% | −38−1.9% | Reduced |
| Drucker Wealth 3.0, LLC | 1,910 | $518.0K | 0.12% | +14+0.7% | Added |
| Integrated Advisors Network LLC | 1,909 | $517.7K | 0.02% | −18−0.9% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,905 | $516.7K | 0.47% | +2+0.1% | Added |
| Navellier & Associates Inc | 1,900 | $515.3K | 0.07% | −1,526−44.5% | Reduced |
| Barton Investment Management | 1,900 | $515.3K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,829 | $515.3K | 0.12% | −61−3.2% | Reduced |
| Diversified, LLC | 1,900 | $515.2K | 0.06% | −2−0.1% | Reduced |
| Diversified Enterprises, LLC | 1,900 | $515.2K | 0.06% | +1,900 | New |
| Cairn Investment Group, Inc. | 1,900 | $515.0K | 0.28% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,898 | $514.8K | 0.41% | −64−3.3% | Reduced |
| Transcend Wealth Collective, LLC | 1,885 | $511.3K | 0.03% | +4+0.2% | Added |
| Agate Pass Investment Management, LLC | 1,885 | $511.2K | 0.26% | −123−6.1% | Reduced |
| Seven Mile Advisory | 1,884 | $510.9K | 0.34% | +124+7.0% | Added |
| Liberty Wealth Management LLC | 1,879 | $510.0K | 0.09% | −2,289−54.9% | Reduced |