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; 3,021 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 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 100 | $27.1K | 0.00% | +100 | New |
| Investment Research & Advisory Group, Inc. | 99 | $26.8K | 0.01% | +3+3.1% | Added |
| Ruedi Wealth Management, Inc. | 90 | $24.4K | 0.01% | −4−4.3% | Reduced |
| Cedar Wealth Management, LLC | 89 | $24.1K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 89 | $24.1K | 0.01% | +22+32.8% | Added |
| Geo Capital Gestora de Recursos Ltd | 78 | $21.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 75 | $20.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 63 | $17.1K | 0.01% | +1+1.6% | Added |
| Cranbrook Wealth Management, LLC | 63 | $17.1K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 60 | $16.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 55 | $14.9K | 0.01% | +3+5.8% | Added |
| SJS Investment Consulting Inc. | 55 | $14.9K | 0.00% | −1−1.8% | Reduced |
| Legacy Investment Solutions, LLC | 50 | $14.4K | 0.01% | +50 | New |
| Legacy Wealth Managment, LLC | 50 | $14.4K | 0.01% | +50 | New |
| ESL Trust Services, LLC | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 47 | $13.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 47 | $12.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $12.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $12.2K | 0.00% | +5+12.5% | Added |
| Horrell Capital Management, Inc. | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 44 | $11.9K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 44 | $11.9K | 0.01% | +28+175.0% | Added |
| HighMark Wealth Management LLC | 43 | $11.5K | 0.01% | +1+2.4% | Added |
| Stone House Investment Management, LLC | 42 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $11.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 41 | $11.1K | 0.01% | −17−29.3% | Reduced |
| Robinswood Financial LLC | 41 | $11.1K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 40 | $10.8K | 0.00% | +40 | New |
| Davis Capital Management | 38 | $10.3K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 34 | $9.22K | 0.00% | +34 | New |
| HBC Financial Services, PLLC | 36 | $9.00K | 0.01% | +29+414.3% | Added |
| Gold Investment Management Ltd. | 33 | $8.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $8.68K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 30 | $8.14K | 0.00% | −75−71.4% | Reduced |
| TSFG, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $7.30K | 0.00% | −101−80.2% | Reduced |
| Hoey Investments, Inc | 30 | $6.95K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $6.78K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 24 | $6.51K | 0.01% | −37−60.7% | Reduced |
| Atwood & Palmer Inc | 24 | $6.51K | 0.00% | +1+4.3% | Added |
| ClariVest Asset Management LLC | 27 | $6.23K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 25 | $6.00K | 0.00% | −9−26.5% | Reduced |
| Winch Advisory Services, LLC | 20 | $5.51K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $5.42K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $5.42K | 0.00% | +20 | New |
| Pineridge Advisors LLC | 15 | $4.07K | 0.00% | −6−28.6% | Reduced |
| PayPay Securities Corp | 15 | $4.07K | 0.36% | +3+25.0% | Added |
| FPC Investment Advisory, Inc. | 11 | $3.01K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $2.44K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 9 | $2.44K | 0.00% | +9 | New |
| Baldwin Brothers Inc | 8 | $2.17K | 0.00% | −27−77.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Uncommon Cents Investing LLC | 6 | $1.63K | 0.00% | +6 | New |
| Chesapeake Asset Management LLC | 5 | $1.36K | 0.00% | +5 | New |
| Syntax Research, Inc. | 5 | $1.36K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $1.08K | 0.00% | +1+33.3% | Added |
| Mendota Financial Group, LLC | 1 | $272 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Clear Street LLC | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Parnassus Investments | 0 | $0 | 0.00% | −369,561−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −276,026−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −258,606−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −143,735−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −142,484−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −136,655−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −115,293−100.0% | Sold out |
| Danica Pension, Livsforsikringsaktieselskab | 0 | $0 | 0.00% | −103,539−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −74,742−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −72,690−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −55,911−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −52,992−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −41,472−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −40,086−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −85,396−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −31,639−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −31,441−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −23,961−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −21,294−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −18,691−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −18,295−100.0% | Sold out |
| Valicenti Advisory Services Inc | 0 | $0 | 0.00% | −15,605−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −14,336−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −13,933−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −9,721−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,484−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −9,229−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −8,753−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −8,064−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −7,956−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,745−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −6,406−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Mittelman Wealth Management | 0 | $0 | 0.00% | −5,229−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −5,136−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,718−100.0% | Sold out |