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 |
|---|---|---|---|---|---|
| Rockbridge Investment Management, LCC | 1,567 | $425.0K | 0.06% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,566 | $424.7K | 0.19% | −42−2.6% | Reduced |
| Hemington Wealth Management | 1,570 | $424.0K | 0.11% | +14+0.9% | Added |
| JFS Wealth Advisors, LLC | 1,561 | $423.2K | 0.03% | +6+0.4% | Added |
| Keebeck Wealth Management, LLC | 1,559 | $422.8K | 0.06% | −28−1.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,557 | $422.3K | 0.10% | +4+0.3% | Added |
| Annex Advisory Services, LLC | 1,556 | $422.0K | 0.01% | +28+1.8% | Added |
| Skba Capital Management LLC | 1,550 | $420.4K | 0.06% | −100−6.1% | Reduced |
| Amplius Wealth Advisors, LLC | 1,550 | $420.4K | 0.05% | +2+0.1% | Added |
| Sageworth Trust Co | 1,550 | $420.4K | 0.03% | +1,550 | New |
| Michael B. Yongue | 1,545 | $419.0K | 0.34% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 1,541 | $417.9K | 0.24% | +1,541 | New |
| First Trust Investment Solutions L.P. | 1,540 | $417.6K | 0.05% | −57−3.6% | Reduced |
| KFA Private Wealth Group, LLC | 1,533 | $415.8K | 0.20% | 00.0% | Unchanged |
| Boit C F David | 1,525 | $413.2K | 0.20% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,521 | $412.5K | 0.04% | +11+0.7% | Added |
| Ariston Services Group | 1,520 | $412.2K | 0.36% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,509 | $409.2K | 0.07% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 1,504 | $408.0K | 0.30% | +129+9.4% | Added |
| Professional Advisory Services Inc | 1,500 | $407.0K | 0.05% | 00.0% | Unchanged |
| First Personal Financial Services | 1,500 | $406.8K | 0.09% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $406.8K | 0.20% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $406.8K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,500 | $406.8K | 0.05% | +10+0.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $406.7K | 0.01% | −1,300−46.4% | Reduced |
| OneAscent Wealth Management LLC | 1,496 | $406.0K | 0.15% | 00.0% | Unchanged |
| Davis R M Inc | 1,491 | $404.4K | 0.01% | −28−1.8% | Reduced |
| ICONIQ Capital, LLC | 1,491 | $404.4K | 0.01% | +1,491 | New |
| Walker Asset Management, LLC | 1,489 | $403.9K | 0.25% | +3+0.2% | Added |
| Golden State Equity Partners | 1,489 | $403.7K | 0.06% | +7+0.5% | Added |
| HHM Wealth Advisors, LLC | 1,486 | $403.0K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,486 | $403.0K | 0.03% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,483 | $402.0K | 0.05% | −15−1.0% | Reduced |
| Trust Co of Virginia | 1,481 | $401.6K | 0.04% | −100−6.3% | Reduced |
| Hamilton Capital, LLC | 1,487 | $401.6K | 0.03% | +118+8.6% | Added |
| Wolverine Trading, LLC | 1,480 | $401.2K | 0.01% | +1,480 | New |
| Optas, LLC | 1,478 | $400.8K | 0.09% | +423+40.1% | Added |
| Onefund, LLC | 1,477 | $400.6K | 0.41% | −19−1.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,476 | $400.3K | 0.27% | −258−14.9% | Reduced |
| Oxford Asset Management LLP | 1,476 | $400.3K | 0.33% | +1,476 | New |
| Zions Bancorporation, N.A. | 1,475 | $400.0K | 0.03% | −5,820−79.8% | Reduced |
| Northstar Asset Management LLC | 1,475 | $400.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of the South | 1,474 | $399.7K | 0.08% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,472 | $399.1K | 0.11% | 00.0% | Unchanged |
| First National Corp | 1,471 | $399.0K | 0.09% | +7+0.5% | Added |
| Sivia Capital Partners, LLC | 1,471 | $399.0K | 0.24% | +31+2.2% | Added |
| Private Portfolio Partners LLC | 1,471 | $398.9K | 0.07% | +1,471 | New |
| First Business Financial Services, Inc. | 1,468 | $398.1K | 0.04% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,467 | $398.0K | 0.29% | −309−17.4% | Reduced |
| Sovereign Financial Group, Inc. | 1,467 | $397.8K | 0.09% | +38+2.7% | Added |
| UMA Financial Services, Inc. | 1,434 | $397.7K | 0.07% | +12+0.8% | Added |
| Five Oceans Advisors | 1,465 | $397.3K | 0.19% | +4+0.3% | Added |
| Enclave Advisors LLC | 1,462 | $396.5K | 0.07% | +1,462 | New |
| Wellspring Financial Advisors, LLC | 1,461 | $396.3K | 0.05% | +1,461 | New |
| Armstrong Advisory Group, Inc | 1,460 | $396.0K | 0.03% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,460 | $395.8K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 1,449 | $393.0K | 0.20% | −65−4.3% | Reduced |
| Crew Capital Management, Ltd. | 1,445 | $391.9K | 0.31% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $391.1K | 0.13% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,440 | $390.5K | 0.08% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,440 | $390.5K | 0.07% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,434 | $388.9K | 0.12% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,433 | $388.6K | 0.06% | +20+1.4% | Added |
| Koss-Olinger Consulting, LLC | 1,430 | $388.0K | 0.03% | +16+1.1% | Added |
| Fairfield, Bush & Co. | 1,430 | $387.8K | 0.23% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,429 | $387.4K | 0.10% | +55+4.0% | Added |
| KLCM Advisors, Inc. | 1,428 | $387.3K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,427 | $386.9K | 0.02% | +1,427 | New |
| Heritage Wealth Advisors | 1,426 | $386.7K | 0.02% | +105+7.9% | Added |
| Kimelman & Baird, LLC | 1,425 | $386.5K | 0.03% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 1,424 | $386.2K | 0.25% | +8+0.6% | Added |
| Capital Asset Advisory Services LLC | 1,433 | $385.7K | 0.02% | −16−1.1% | Reduced |
| Garner Asset Management Corp | 1,421 | $385.0K | 0.18% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,416 | $384.0K | 0.09% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,413 | $383.1K | 0.28% | +4+0.3% | Added |
| Heritage Wealth Management, Inc. | 1,409 | $382.1K | 0.13% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,409 | $382.1K | 0.14% | +516+57.8% | Added |
| DRW Securities, LLC | 1,412 | $381.7K | 0.02% | −14,884−91.3% | Reduced |
| 626 Financial, LLC | 1,406 | $381.3K | 0.21% | −427−23.3% | Reduced |
| Oxford Financial Group Ltd | 1,404 | $380.8K | 0.02% | −168−10.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,402 | $380.2K | 0.09% | −24−1.7% | Reduced |
| Simplicity Wealth,LLC | 1,401 | $379.8K | 0.04% | −12,108−89.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,398 | $379.1K | 0.47% | −1,231−46.8% | Reduced |
| Fountainhead AM, LLC | 1,396 | $378.7K | 0.08% | +2+0.1% | Added |
| Fragasso Group Inc. | 1,393 | $377.7K | 0.03% | +64+4.8% | Added |
| Silver Oak Securities, Inc | 1,389 | $374.1K | 0.04% | +31+2.3% | Added |
| Retirement Planning Group | 1,379 | $373.9K | 0.02% | +1,379 | New |
| Pacific Capital Wealth Advisors, Inc | 1,375 | $372.9K | 0.06% | +11+0.8% | Added |
| First Financial Bank - Trust Division | 1,372 | $372.1K | 0.03% | −63−4.4% | Reduced |
| CIC Wealth, LLC | 1,372 | $372.1K | 0.10% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,371 | $371.9K | 0.03% | +501+57.6% | Added |
| 17 Capital Partners, LLC | 1,368 | $371.0K | 0.24% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,366 | $370.4K | 0.10% | −3,892−74.0% | Reduced |
| Legacy Private Trust Co. | 1,365 | $370.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,360 | $368.7K | 0.01% | +3+0.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $368.0K | 0.15% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,356 | $367.7K | 0.36% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $367.7K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,350 | $366.1K | 0.03% | −39,038−96.7% | Reduced |
| Burns J W & Co Inc | 1,350 | $366.1K | 0.05% | 00.0% | Unchanged |