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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 1,346 | $365.0K | 0.15% | +1,346 | New |
| Tyche Wealth Partners LLC | 1,335 | $361.9K | 0.08% | +5+0.4% | Added |
| Walkner Condon Financial Advisors LLC | 1,330 | $360.7K | 0.07% | −227−14.6% | Reduced |
| Lafayette Investments, Inc. | 1,325 | $359.3K | 0.08% | −103−7.2% | Reduced |
| Sittner & Nelson, LLC | 1,323 | $358.8K | 0.16% | +2+0.2% | Added |
| Advisors Management Group Inc | 1,320 | $358.0K | 0.08% | −19−1.4% | Reduced |
| Centaurus Financial, Inc. | 1,318 | $358.0K | 0.02% | +97+7.9% | Added |
| Fidelity D & D Bancorp Inc | 1,316 | $356.9K | 0.24% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,316 | $356.9K | 0.09% | +1+0.1% | Added |
| Summit Asset Management, LLC | 1,315 | $356.6K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,312 | $355.8K | 0.02% | +33+2.6% | Added |
| Heritage Financial Services, LLC | 1,311 | $355.5K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,310 | $355.3K | 0.14% | +48+3.8% | Added |
| Safeguard Financial, LLC | 1,309 | $355.1K | 0.08% | +1,309 | New |
| Maia Wealth LLC | 1,312 | $354.3K | 0.09% | +139+11.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $354.3K | 0.19% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $353.9K | 0.20% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,305 | $353.8K | 0.09% | +1,305 | Added |
| Fagan Associates, Inc. | 1,300 | $352.6K | 0.06% | −360−21.7% | Reduced |
| Puzo Michael J | 1,300 | $352.6K | 0.09% | −100−7.1% | Reduced |
| Wexford Capital LP | 1,300 | $352.6K | 0.08% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,300 | $352.6K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 1,296 | $351.6K | 0.02% | +1,296 | New |
| Jaffetilchin Investment Partners, LLC | 1,296 | $351.5K | 0.03% | +271+26.4% | Added |
| Mayfair Advisory Group, LLC | 1,273 | $351.3K | 0.22% | −50−3.8% | Reduced |
| Y.D. More Investments Ltd | 1,297 | $351.2K | 0.04% | +81+6.7% | Added |
| Blueprint Investment Partners LLC | 1,288 | $349.2K | 0.06% | −543−29.7% | Reduced |
| Mainstream Capital Management LLC | 1,286 | $348.8K | 0.30% | +1,286 | New |
| Gryphon Financial Partners LLC | 1,284 | $348.2K | 0.05% | +60+4.9% | Added |
| Willner & Heller, LLC | 1,283 | $348.0K | 0.31% | +196+18.0% | Added |
| Kathmere Capital Management, LLC | 1,283 | $347.9K | 0.03% | +154+13.6% | Added |
| Capital Advisors, Ltd. LLC | 1,281 | $347.0K | 0.04% | +15+1.2% | Added |
| 4J Wealth Management LLC | 1,278 | $346.6K | 0.27% | 00.0% | Unchanged |
| MJP Associates Inc | 1,275 | $345.9K | 0.07% | −48−3.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,274 | $345.5K | 0.03% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,273 | $345.2K | 0.03% | −307−19.4% | Reduced |
| Southeast Asset Advisors Inc. | 1,273 | $345.2K | 0.04% | +3+0.2% | Added |
| Stockman Wealth Management, Inc. | 1,270 | $344.4K | 0.05% | −6−0.5% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $344.2K | 0.10% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,264 | $343.0K | 0.11% | −40−3.1% | Reduced |
| Valmark Advisers, Inc. | 1,264 | $342.8K | 0.01% | −33−2.5% | Reduced |
| Tortoise Investment Management, LLC | 1,262 | $342.3K | 0.04% | +113+9.8% | Added |
| Manchester Financial Inc | 1,257 | $341.0K | 0.07% | −7−0.6% | Reduced |
| BBR Partners, LLC | 1,255 | $340.4K | 0.03% | −57−4.3% | Reduced |
| EntryPoint Capital, LLC | 1,254 | $340.1K | 0.19% | −16−1.3% | Reduced |
| E&G Advisors, LP | 1,251 | $339.2K | 0.09% | +1+0.1% | Added |
| One Wealth Advisors, LLC | 1,250 | $339.0K | 0.05% | +5+0.4% | Added |
| Tanglewood Legacy Advisors, LLC | 1,247 | $338.2K | 0.15% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,242 | $336.8K | 0.02% | −399−24.3% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $336.3K | 0.18% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,239 | $336.0K | 0.07% | +1,239 | New |
| Austin Wealth Management, LLC | 1,245 | $334.4K | 0.07% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,231 | $334.0K | 0.02% | +347+39.3% | Added |
| Family Firm, Inc. | 1,229 | $333.2K | 0.07% | +47+4.0% | Added |
| Godsey & Gibb Associates | 1,227 | $332.8K | 0.03% | +41+3.5% | Added |
| Kapstone Financial Advisors LLC | 1,227 | $332.6K | 0.20% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,225 | $332.2K | 0.18% | +5+0.4% | Added |
| Key Financial Inc | 1,222 | $331.4K | 0.07% | +9+0.7% | Added |
| Heartwood Wealth Advisors LLC | 1,221 | $331.1K | 0.04% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,220 | $330.9K | 0.15% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,219 | $330.6K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,218 | $330.0K | 0.01% | −250−17.0% | Reduced |
| Firestone Capital Management | 1,215 | $329.5K | 0.08% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,211 | $328.4K | 0.02% | +95+8.5% | Added |
| City State Bank | 1,210 | $328.2K | 0.12% | −35−2.8% | Reduced |
| Hexagon Capital Partners LLC | 1,206 | $327.1K | 0.06% | −111−8.4% | Reduced |
| Omega Financial Group, LLC | 1,200 | $325.4K | 0.12% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,197 | $325.0K | 0.12% | +1,197 | New |
| Hoxton Planning & Management, LLC | 1,198 | $324.9K | 0.13% | −36−2.9% | Reduced |
| Humankind Investments LLC | 1,194 | $323.8K | 0.12% | +26+2.2% | Added |
| Mendel Capital Management LLC | 1,193 | $323.6K | 0.20% | +52+4.6% | Added |
| Capital Market Strategies LLC | 1,193 | $323.5K | 0.19% | −9−0.7% | Reduced |
| Formidable Asset Management, LLC | 1,192 | $323.3K | 0.05% | −367−23.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,186 | $321.6K | 0.08% | +13+1.1% | Added |
| Northwest Wealth Management, LLC | 1,180 | $320.0K | 0.07% | −53−4.3% | Reduced |
| Encompass Wealth Advisors, LLC | 1,180 | $320.0K | 0.08% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,178 | $319.5K | 0.35% | +1,178 | New |
| Nadler Financial Group, Inc. | 1,177 | $319.2K | 0.04% | +110+10.3% | Added |
| Montgomery Investment Management Inc | 1,175 | $318.7K | 0.12% | 00.0% | Unchanged |
| One Day In July LLC | 1,175 | $318.7K | 0.04% | +11+0.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,175 | $318.7K | 0.07% | +21+1.8% | Added |
| Alera Investment Advisors, LLC | 1,174 | $318.4K | 0.04% | −72−5.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,174 | $318.4K | 0.06% | 00.0% | Unchanged |
| Vicus Capital | 1,168 | $316.7K | 0.03% | −485−29.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,167 | $316.4K | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,165 | $315.9K | 0.03% | −1−0.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,165 | $315.9K | 0.24% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,164 | $315.7K | 0.02% | +657+129.6% | Added |
| Ashton Thomas Securities, LLC | 1,163 | $315.4K | 0.06% | +1,163 | New |
| Burton Enright Welch | 1,162 | $315.1K | 0.07% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,159 | $315.0K | 0.06% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,155 | $313.2K | 0.07% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,150 | $312.0K | 0.11% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,150 | $311.9K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 1,148 | $311.3K | 0.04% | −56−4.7% | Reduced |
| BTC Capital Management, Inc. | 1,146 | $310.8K | 0.03% | −202−15.0% | Reduced |
| Balentine LLC | 1,139 | $308.9K | 0.01% | +1+0.1% | Added |
| Global Financial Private Client, LLC | 1,138 | $308.6K | 0.12% | +27+2.4% | Added |
| Seeds Investor LLC | 1,138 | $308.5K | 0.12% | +48+4.4% | Added |
| Certified Advisory Corp | 1,136 | $308.1K | 0.03% | −167−12.8% | Reduced |