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 |
|---|---|---|---|---|---|
| Clifford Group, LLC | 1,136 | $308.1K | 0.24% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $306.7K | 0.05% | 00.0% | Unchanged |
| XML Financial, LLC | 1,127 | $305.6K | 0.03% | +101+9.8% | Added |
| Truvestments Capital LLC | 1,126 | $305.2K | 0.08% | +31+2.8% | Added |
| Novare Capital Management LLC | 1,122 | $304.3K | 0.03% | 00.0% | Unchanged |
| Old Port Advisors | 1,122 | $304.3K | 0.08% | +82+7.9% | Added |
| Rosenberg Matthew Hamilton | 1,116 | $302.7K | 0.08% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,116 | $302.7K | 0.07% | +1,116 | New |
| Lineweaver Wealth Advisors, LLC | 1,107 | $300.7K | 0.06% | +49+4.6% | Added |
| Ehrlich Financial Group | 1,108 | $300.5K | 0.21% | +6+0.5% | Added |
| Alpha Financial Partners, LLC | 1,108 | $300.5K | 0.21% | +1,108 | New |
| Strait & Sound Wealth Management LLC | 1,107 | $300.2K | 0.15% | −275−19.9% | Reduced |
| FDx Advisors, Inc. | 1,108 | $300.0K | 0.08% | −194−14.9% | Reduced |
| DF Dent & Co Inc | 1,105 | $299.7K | 0.00% | −50−4.3% | Reduced |
| FIL Ltd | 1,103 | $299.1K | 0.00% | +121+12.3% | Added |
| Reinhart Partners, Inc. | 1,100 | $298.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,100 | $298.0K | 0.05% | −347−24.0% | Reduced |
| Buckley Wealth Management, LLC | 1,097 | $297.5K | 0.09% | −40−3.5% | Reduced |
| Roman Butler Fullerton & Co | 1,070 | $296.7K | 0.09% | +1,070 | New |
| Howard Financial Services, Ltd. | 1,091 | $295.8K | 0.04% | −9−0.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,089 | $295.2K | 0.03% | −66−5.7% | Reduced |
| Paragon Capital Management Ltd | 1,087 | $294.8K | 0.06% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,085 | $294.3K | 0.10% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,082 | $293.4K | 0.22% | +20+1.9% | Added |
| RiverFront Investment Group, LLC | 1,081 | $293.2K | 0.01% | +1,081 | New |
| Bristlecone Advisors, LLC | 1,076 | $291.8K | 0.02% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 1,073 | $291.1K | 0.19% | −19−1.7% | Reduced |
| Jump Financial, LLC | 1,069 | $289.9K | 0.01% | −1,577−59.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,066 | $289.1K | 0.21% | −5−0.5% | Reduced |
| Abacus Planning Group, Inc. | 1,066 | $289.1K | 0.05% | +89+9.1% | Added |
| Advisory Alpha, LLC | 1,064 | $288.7K | 0.01% | +86+8.8% | Added |
| Apexium Financial, LP | 1,061 | $287.7K | 0.02% | +28+2.7% | Added |
| PCA Investment Advisory Services Inc. | 1,059 | $287.2K | 0.14% | −4−0.4% | Reduced |
| CVA Family Office, LLC | 1,058 | $286.9K | 0.05% | −89−7.8% | Reduced |
| Vista Investment Management | 1,057 | $286.7K | 0.11% | −35−3.2% | Reduced |
| Two Sigma Securities, LLC | 1,057 | $286.7K | 0.02% | −1,452−57.9% | Reduced |
| Family Asset Management, LLC | 1,057 | $286.7K | 0.17% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 1,055 | $286.1K | 0.02% | +1,055 | New |
| Probity Advisors, Inc. | 1,053 | $285.6K | 0.05% | −21−2.0% | Reduced |
| Vivaldi Capital Management, LLC | 1,051 | $285.0K | 0.08% | +1,051 | New |
| Monterey Private Wealth, Inc. | 1,051 | $285.0K | 0.10% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,050 | $284.8K | 0.26% | +100+10.5% | Added |
| CJM Wealth Advisers, Ltd. | 1,049 | $284.5K | 0.10% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,047 | $283.9K | 0.03% | −1,234−54.1% | Reduced |
| Delta Financial Advisors LLC | 1,046 | $283.8K | 0.10% | −35−3.2% | Reduced |
| WR Wealth Planners, LLC | 1,046 | $283.7K | 0.08% | +14+1.4% | Added |
| Obsidian Personal Planning Solutions LLC | 1,047 | $282.8K | 0.15% | −11−1.0% | Reduced |
| Claris Advisors, LLC | 1,041 | $282.3K | 0.12% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,040 | $282.1K | 0.05% | +58+5.9% | Added |
| Greenwich Wealth Management LLC | 1,038 | $282.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,035 | $280.7K | 0.04% | +131+14.5% | Added |
| KG&L Capital Management,LLC | 1,033 | $280.1K | 0.09% | −207−16.7% | Reduced |
| Woodward Diversified Capital, LLC | 1,030 | $279.3K | 0.18% | +88+9.3% | Added |
| Shepherd Financial Partners LLC | 1,028 | $278.8K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 1,027 | $278.5K | 0.04% | +423+70.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,026 | $278.3K | 0.11% | +45+4.6% | Added |
| MinichMacGregor Wealth Management, LLC | 1,024 | $277.7K | 0.06% | +1,024 | New |
| Paradigm Financial Partners, LLC | 965 | $277.6K | 0.04% | +965 | New |
| Virtue Capital Management, LLC | 1,023 | $277.4K | 0.06% | −71−6.5% | Reduced |
| Crescent Grove Advisors, LLC | 1,023 | $277.4K | 0.03% | −409−28.6% | Reduced |
| Stonebridge Capital Management Inc | 1,020 | $277.0K | 0.11% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,021 | $276.9K | 0.25% | +15+1.5% | Added |
| TFB Advisors LLC | 1,019 | $276.4K | 0.08% | +13+1.3% | Added |
| CRA Financial Services, LLC | 1,017 | $275.8K | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,015 | $275.3K | 0.06% | −25−2.4% | Reduced |
| Hibernia Wealth Partners, LLC | 1,016 | $275.3K | 0.10% | −32−3.1% | Reduced |
| Camden Capital, LLC | 1,012 | $274.4K | 0.03% | −101−9.1% | Reduced |
| Abel Hall, LLC | 1,011 | $274.2K | 0.18% | +35+3.6% | Added |
| BIP Wealth, LLC | 1,007 | $273.1K | 0.02% | +25+2.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,005 | $272.6K | 0.13% | 00.0% | Unchanged |
| Tang Capital Management LLC | 1,001 | $271.3K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1,000 | $271.2K | 0.07% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,000 | $271.2K | 0.09% | 00.0% | Unchanged |
| Dempze Nancy E | 1,000 | $271.2K | 0.15% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,000 | $271.2K | 0.10% | 00.0% | Unchanged |
| Crestline Management, LP | 1,000 | $271.2K | 0.02% | +1,000 | New |
| Close Asset Management Ltd | 1,001 | $271.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $271.0K | 0.19% | 00.0% | Unchanged |
| Monument Capital Management | 997 | $270.5K | 0.07% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 997 | $270.4K | 0.14% | +997 | New |
| Patton Albertson Miller Group, LLC | 995 | $269.8K | 0.04% | −116−10.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 995 | $269.8K | 0.07% | +15+1.5% | Added |
| SevenBridge Financial Group, LLC | 921 | $269.8K | 0.05% | 00.0% | Unchanged |
| Everpar Advisors LLC | 993 | $269.3K | 0.14% | −154−13.4% | Reduced |
| Farmers & Merchants Investments Inc | 993 | $269.3K | 0.01% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 990 | $268.6K | 0.14% | +990 | New |
| Ausdal Financial Partners, Inc. | 987 | $267.7K | 0.03% | +45+4.8% | Added |
| Colton Groome Financial Advisors, LLC | 986 | $267.4K | 0.10% | −100−9.2% | Reduced |
| Alesco Advisors LLC | 985 | $267.1K | 0.01% | −20−2.0% | Reduced |
| Visionary Wealth Advisors | 983 | $266.6K | 0.02% | +983 | New |
| Mirador Capital Partners LP | 982 | $266.3K | 0.05% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 981 | $266.0K | 0.21% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 979 | $265.5K | 0.03% | +38+4.0% | Added |
| Cowa, LLC | 975 | $264.4K | 0.13% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 973 | $263.7K | 0.26% | −14−1.4% | Reduced |
| NDVR, Inc. | 972 | $263.5K | 0.27% | +972 | New |
| Royal Fund Management, LLC | 969 | $263.0K | 0.02% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 967 | $262.4K | 0.10% | +967 | New |
| Central Valley Advisors, LLC | 967 | $262.2K | 0.15% | +967 | New |
| Mezzasalma Advisors, LLC | 966 | $262.0K | 0.10% | 00.0% | Unchanged |