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
- 2,459
- +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
- 895 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 |
|---|---|---|---|---|---|
| Tacita Capital Inc | 440 | $119.3K | 0.08% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $119.3K | 0.06% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 440 | $119.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 422 | $114.4K | 0.02% | +40+10.5% | Added |
| Fairscale Capital, LLC | 419 | $113.6K | 0.10% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 408 | $111.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 409 | $110.9K | 0.02% | +1+0.2% | Added |
| Field & Main Bank | 400 | $108.5K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 396 | $107.4K | 0.04% | −19−4.6% | Reduced |
| Pinnacle Bancorp, Inc. | 384 | $104.1K | 0.03% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $104.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 374 | $101.5K | 0.03% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 369 | $100.2K | 0.04% | +14+3.9% | Added |
| Bell Investment Advisors, Inc | 369 | $100.1K | 0.02% | 00.0% | Unchanged |
| Northwest Financial Advisors | 365 | $99.0K | 0.08% | +365 | New |
| Salomon & Ludwin, LLC | 351 | $95.2K | 0.01% | −78−18.2% | Reduced |
| Core Alternative Capital | 344 | $93.3K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 337 | $91.3K | 0.01% | +66+24.4% | Added |
| Creative Financial Designs Inc | 329 | $89.3K | 0.01% | −1,601−83.0% | Reduced |
| Hollencrest Capital Management | 327 | $88.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 326 | $88.4K | 0.03% | 00.0% | Unchanged |
| BNP Paribas | 323 | $87.6K | 0.00% | +65+25.2% | Added |
| Creekmur Asset Management LLC | 317 | $86.0K | 0.02% | −90−22.1% | Reduced |
| Northwest Capital Management Inc | 313 | $84.9K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 311 | $84.3K | 0.03% | −11−3.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 309 | $83.8K | 0.03% | +60+24.1% | Added |
| Gables Capital Management Inc. | 305 | $82.7K | 0.04% | +100+48.8% | Added |
| Old Point Trust & Financial Services N A | 302 | $81.9K | 0.03% | 00.0% | Unchanged |
| Naples Money Management LLC | 301 | $81.5K | 0.07% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 300 | $81.4K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 298 | $80.7K | 0.07% | +8+2.8% | Added |
| Global Wealth Strategies & Associates | 294 | $79.7K | 0.03% | +22+8.1% | Added |
| Ritter Daniher Financial Advisory LLC | 293 | $79.5K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 290 | $79.0K | 0.00% | +49+20.3% | Added |
| WFA of San Diego, LLC | 291 | $78.9K | 0.07% | −8−2.7% | Reduced |
| Coppell Advisory Solutions LLC | 285 | $77.3K | 0.01% | +47+19.7% | Added |
| Beaird Harris Wealth Management, LLC | 282 | $76.3K | 0.01% | +9+3.3% | Added |
| Stephens Consulting, LLC | 281 | $76.2K | 0.02% | −14−4.7% | Reduced |
| Hoese & Co LLP | 280 | $75.9K | 0.06% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 279 | $75.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 275 | $74.6K | 0.01% | −576−67.7% | Reduced |
| Criterion Capital Advisors, LLC | 320 | $74.1K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 267 | $73.0K | 0.05% | −2−0.7% | Reduced |
| Atlas Capital Advisors LLC | 266 | $72.1K | 0.01% | +32+13.7% | Added |
| Wiser Advisor Group LLC | 262 | $71.1K | 0.11% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 260 | $70.6K | 0.01% | +260 | New |
| Founders Capital Management | 250 | $67.8K | 0.04% | +50+25.0% | Added |
| Glen Eagle Advisors, LLC | 249 | $67.5K | 0.01% | +31+14.2% | Added |
| AllSquare Wealth Management LLC | 244 | $66.2K | 0.04% | −27−10.0% | Reduced |
| FSA Wealth Management LLC | 243 | $65.9K | 0.03% | +243 | New |
| Northwest Investment Counselors, LLC | 241 | $65.4K | 0.01% | +241 | New |
| Richardson Financial Services Inc. | 282 | $65.3K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 231 | $62.5K | 0.02% | +1+0.4% | Added |
| Winthrop Capital Management, LLC | 230 | $62.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 224 | $60.8K | 0.02% | +53+31.0% | Added |
| Fairman Group, LLC | 220 | $59.7K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 219 | $59.4K | 0.02% | +14+6.8% | Added |
| Nixon Capital, LLC | 218 | $59.1K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 216 | $58.6K | 0.00% | +85+64.9% | Added |
| JNBA Financial Advisors | 214 | $58.0K | 0.01% | −795−78.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 212 | $57.5K | 0.00% | +198+1,414.3% | Added |
| Talon Private Wealth, LLC | 209 | $56.7K | 0.01% | +209 | New |
| Jackson, Grant Investment Advisers, Inc. | 203 | $55.1K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $54.2K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $54.2K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 200 | $54.2K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $54.2K | 0.03% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 199 | $54.0K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 194 | $52.6K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 178 | $48.3K | 0.04% | +9+5.3% | Added |
| Capital Performance Advisors LLP | 176 | $47.6K | 0.01% | +176 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 170 | $46.1K | 0.07% | +170 | New |
| Financial Connections Group, Inc. | 165 | $44.0K | 0.02% | −169−50.6% | Reduced |
| WFA Asset Management Corp | 162 | $43.9K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 158 | $42.9K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 157 | $42.6K | 0.01% | −612−79.6% | Reduced |
| Itau Unibanco Holding S.A. | 140 | $38.0K | 0.00% | +140 | New |
| GPS Wealth Strategies Group, LLC | 135 | $36.6K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 135 | $36.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 130 | $35.4K | 0.01% | −1−0.8% | Reduced |
| Planning Capital Management Corp | 130 | $35.3K | 0.02% | −304−70.0% | Reduced |
| Raffa Wealth Management, LLC | 130 | $35.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 129 | $35.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 130 | $35.0K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 128 | $34.7K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 128 | $34.7K | 0.01% | +30+30.6% | Added |
| Planned Solutions, Inc. | 124 | $33.6K | 0.01% | +124 | New |
| DHJJ Financial Advisors, Ltd. | 116 | $31.5K | 0.01% | −49−29.7% | Reduced |
| True Wealth Design, LLC | 108 | $29.4K | 0.01% | +83+332.0% | Added |
| Bray Capital Advisors | 108 | $29.3K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 106 | $28.7K | 0.03% | +106 | New |
| Granite FO LLC | 104 | $28.2K | 0.02% | +104 | New |
| Albion Financial Group | 103 | $27.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 102 | $27.7K | 0.01% | +4+4.1% | Added |
| American Capital Advisory, LLC | 101 | $27.3K | 0.02% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 100 | $27.2K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $27.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $27.1K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $27.1K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 100 | $27.1K | 0.01% | 00.0% | Unchanged |