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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 1,870 | $507.3K | 0.03% | +45+2.5% | Added |
| Savvy Advisors, Inc. | 1,865 | $505.9K | 0.10% | +514+38.0% | Added |
| Herold Advisors, Inc. | 1,853 | $502.8K | 0.11% | −299−13.9% | Reduced |
| Garrison Asset Management, LLC | 1,851 | $502.0K | 0.25% | −80−4.1% | Reduced |
| Gateway Advisory, LLC | 1,846 | $500.6K | 0.08% | −8−0.4% | Reduced |
| West Family Investments, Inc. | 1,842 | $499.6K | 0.17% | +709+62.6% | Added |
| Howe & Rusling Inc | 1,834 | $497.4K | 0.04% | +196+12.0% | Added |
| Cassaday & Co Wealth Management LLC | 1,833 | $497.0K | 0.01% | +152+9.0% | Added |
| Blue Fin Capital, Inc. | 1,824 | $494.7K | 0.09% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,821 | $493.9K | 0.08% | −4,732−72.2% | Reduced |
| Merrion Investment Management Co, LLC | 1,821 | $493.9K | 0.33% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 1,818 | $493.0K | 0.53% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,811 | $491.0K | 0.12% | +1+0.1% | Added |
| Silverlake Wealth Management LLC | 1,809 | $490.7K | 0.19% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 1,807 | $490.1K | 0.15% | +160+9.7% | Added |
| Edmond de Rothschild Holding S.A. | 1,806 | $489.8K | 0.01% | +126+7.5% | Added |
| AdvisorShares Investments LLC | 1,801 | $488.4K | 0.09% | −172−8.7% | Reduced |
| Tennessee Valley Asset Management Partners | 1,792 | $487.9K | 0.08% | +66+3.8% | Added |
| Ecofi Investissements SA | 2,200 | $487.0K | 0.32% | −1,600−42.1% | Reduced |
| Cromwell Holdings LLC | 1,793 | $486.3K | 0.31% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,786 | $484.5K | 0.02% | +1,786 | New |
| Allred Capital Management, LLC | 1,786 | $484.4K | 0.19% | +2+0.1% | Added |
| Thompson Investment Management, Inc. | 1,781 | $483.0K | 0.07% | −75−4.0% | Reduced |
| Brown Financial Advisors | 1,779 | $482.5K | 0.20% | −1,372−43.5% | Reduced |
| Birchcreek Wealth Management, LLC | 1,772 | $480.5K | 0.31% | +91+5.4% | Added |
| Missouri Trust & Investment Co | 1,768 | $479.5K | 0.17% | −2−0.1% | Reduced |
| Nottingham Advisors, Inc. | 1,765 | $478.7K | 0.05% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,760 | $477.3K | 0.21% | −190−9.7% | Reduced |
| First National Bank | 1,760 | $477.3K | 0.33% | −90−4.9% | Reduced |
| Genesee Capital Advisors, LLC | 1,758 | $476.9K | 0.23% | +191+12.2% | Added |
| Atlantic Trust, LLC | 1,744 | $473.0K | 0.11% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 1,743 | $472.7K | 0.43% | +1,743 | New |
| Objective Capital Management, LLC | 1,736 | $470.7K | 0.28% | +1,736 | New |
| Richard W. Paul & Associates, LLC | 1,734 | $470.3K | 0.17% | −41−2.3% | Reduced |
| Washington Trust Bank | 1,732 | $469.7K | 0.04% | +32+1.9% | Added |
| Exencial Wealth Advisors, LLC | 1,728 | $468.6K | 0.02% | −58−3.2% | Reduced |
| Berger Financial Group, Inc | 1,728 | $468.5K | 0.03% | +81+4.9% | Added |
| Windsor Capital Management, LLC | 1,722 | $467.1K | 0.14% | −34−1.9% | Reduced |
| Wealthquest Corp | 1,736 | $466.3K | 0.04% | +5+0.3% | Added |
| Wealth Group, Ltd. | 1,718 | $466.0K | 0.31% | +123+7.7% | Added |
| Mattern Capital Management, LLC | 1,718 | $465.9K | 0.06% | +244+16.6% | Added |
| Cooper Financial Group | 1,707 | $463.0K | 0.06% | +328+23.8% | Added |
| Accel Wealth Management | 1,704 | $462.2K | 0.17% | +60+3.6% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $461.0K | 0.01% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,697 | $460.2K | 0.05% | +660+63.6% | Added |
| Wela Strategies, Inc. | 1,696 | $460.0K | 0.20% | −68−3.9% | Reduced |
| NFP Retirement, Inc. | 1,694 | $459.5K | 0.04% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,692 | $458.9K | 0.05% | −1,986−54.0% | Reduced |
| Keystone Financial Group | 1,690 | $458.4K | 0.06% | +182+12.1% | Added |
| Harbour Trust & Investment Management Co | 1,687 | $457.5K | 0.05% | −86−4.9% | Reduced |
| Pure Financial Advisors, Inc. | 1,687 | $457.5K | 0.01% | +68+4.2% | Added |
| Gitterman Wealth Management, LLC | 1,686 | $457.2K | 0.19% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,685 | $457.0K | 0.00% | −365−17.8% | Reduced |
| Northside Capital Management, LLC | 1,683 | $456.4K | 0.07% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,681 | $456.0K | 0.03% | +35+2.1% | Added |
| Inscription Capital, LLC | 1,681 | $455.9K | 0.07% | +22+1.3% | Added |
| Heritage Investment Group, Inc. | 1,681 | $455.9K | 0.09% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,680 | $455.6K | 0.21% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,680 | $455.5K | 0.11% | −78−4.4% | Reduced |
| Sentinus, LLC | 1,677 | $454.7K | 0.17% | +24+1.5% | Added |
| Burney Co | 1,676 | $454.5K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,675 | $454.3K | 0.10% | 00.0% | Unchanged |
| Centric Wealth Management | 1,534 | $452.6K | 0.12% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,665 | $451.4K | 0.14% | +1+0.1% | Added |
| LCNB Corp | 1,662 | $450.7K | 0.16% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,660 | $450.3K | 0.13% | −3−0.2% | Reduced |
| Callan Capital, LLC | 1,660 | $450.2K | 0.03% | +390+30.7% | Added |
| Alpha Cubed Investments, LLC | 1,659 | $449.8K | 0.02% | +33+2.0% | Added |
| Strategy Asset Managers LLC | 1,658 | $449.6K | 0.09% | −160−8.8% | Reduced |
| Trilogy Capital Inc. | 1,655 | $448.8K | 0.02% | +47+2.9% | Added |
| Plante Moran Financial Advisors, LLC | 1,646 | $446.4K | 0.04% | +306+22.8% | Added |
| Act Two Investors LLC | 1,645 | $446.1K | 0.08% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,644 | $445.9K | 0.08% | +227+16.0% | Added |
| Acorn Wealth Advisors, LLC | 1,644 | $445.8K | 0.19% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 1,643 | $445.6K | 0.26% | −32−1.9% | Reduced |
| David Loasby | 1,658 | $445.3K | 0.04% | +181+12.3% | Added |
| Means Investment Co., Inc. | 1,641 | $445.0K | 0.05% | −73−4.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,637 | $444.0K | 0.15% | +2+0.1% | Added |
| Legacy Financial Strategies, LLC | 1,632 | $442.7K | 0.10% | +40+2.5% | Added |
| Schubert & Co | 1,632 | $442.6K | 0.31% | +6+0.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,630 | $442.1K | 0.05% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,625 | $440.7K | 0.35% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,623 | $440.2K | 0.03% | +10+0.6% | Added |
| Bullock Wealth Management Group | 1,637 | $439.6K | 0.27% | +216+15.2% | Added |
| Eagle Bay Advisors LLC | 1,620 | $439.3K | 0.17% | −30−1.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,618 | $438.9K | 0.11% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,617 | $438.5K | 0.03% | −207−11.3% | Reduced |
| Kolinsky Wealth Management, LLC | 1,612 | $437.2K | 0.28% | −1−0.1% | Reduced |
| Peterson Wealth Services | 1,610 | $436.6K | 0.14% | +2+0.1% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,605 | $435.4K | 0.14% | +143+9.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,603 | $434.7K | 0.15% | +3+0.2% | Added |
| Alta Advisers Ltd | 1,600 | $433.9K | 0.20% | 00.0% | Unchanged |
| Capital Square, LLC | 1,597 | $433.1K | 0.26% | −287−15.2% | Reduced |
| City Holding Co | 1,596 | $432.8K | 0.06% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,592 | $431.7K | 0.05% | +37+2.4% | Added |
| Central Bank & Trust Co | 1,591 | $431.5K | 0.06% | −224−12.3% | Reduced |
| Rebalance, LLC | 1,585 | $429.9K | 0.03% | −273−14.7% | Reduced |
| Kelman-Lazarov, Inc. | 1,579 | $428.2K | 0.07% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,576 | $427.4K | 0.12% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,575 | $427.1K | 0.00% | −15−0.9% | Reduced |