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
- +136 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
- 230
- 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 | 2,912 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Bell Asset Management Ltd | 23,811 | $6.46M | 1.18% | −12,630−34.7% | Reduced |
| Wisconsin Capital Management LLC | 23,769 | $6.45M | 3.38% | +12+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 23,705 | $6.43M | 0.61% | +377+1.6% | Added |
| Community Financial Services Group, LLC | 23,510 | $6.38M | 1.30% | −261−1.1% | Reduced |
| Concentric Wealth Management, LLC | 23,510 | $6.38M | 1.55% | −854−3.5% | Reduced |
| Synovus Financial Corp | 23,491 | $6.37M | 0.07% | +856+3.8% | Added |
| Trust Co of Vermont | 23,459 | $6.36M | 0.32% | +565+2.5% | Added |
| Plato Investment Management Ltd | 23,437 | $6.35M | 0.52% | +1,041+4.6% | Added |
| E. Ohman J:or Asset Management AB | 23,400 | $6.35M | 0.16% | −1,200−4.9% | Reduced |
| Wetherby Asset Management Inc | 23,387 | $6.34M | 0.29% | −668−2.8% | Reduced |
| Silvant Capital Management LLC | 23,379 | $6.34M | 0.28% | −1,500−6.0% | Reduced |
| Kingfisher Capital LLC | 23,361 | $6.34M | 1.45% | −1,221−5.0% | Reduced |
| Graham Capital Management, L.P. | 23,322 | $6.32M | 0.21% | +23,322 | New |
| Freestone Capital Holdings, LLC | 23,266 | $6.31M | 0.22% | +55+0.2% | Added |
| GYL Financial Synergies, LLC | 23,183 | $6.29M | 0.47% | −182−0.8% | Reduced |
| Sandhill Capital Partners LLC | 23,159 | $6.28M | 0.45% | +677+3.0% | Added |
| Chicago Trust Co NA | 23,139 | $6.28M | 1.08% | +835+3.7% | Added |
| Bretton Capital Management, LLC | 23,100 | $6.26M | 5.98% | +23,100 | New |
| RBF Capital, LLC | 23,000 | $6.24M | 0.32% | 00.0% | Unchanged |
| CWM, LLC | 22,983 | $6.23M | 0.03% | +1,857+8.8% | Added |
| Scotia Capital Inc. | 22,846 | $6.20M | 0.03% | +6,443+39.3% | Added |
| Hutner Capital Management Inc | 22,677 | $6.15M | 3.06% | −100−0.4% | Reduced |
| Montag A & Associates Inc | 22,594 | $6.13M | 0.29% | +1,651+7.9% | Added |
| Chemung Canal Trust Co | 22,550 | $6.12M | 1.24% | −15,749−41.1% | Reduced |
| ExodusPoint Capital Management, LP | 22,534 | $6.11M | 0.06% | +22,534 | New |
| Grassi Investment Management | 22,460 | $6.09M | 0.53% | 00.0% | Unchanged |
| Condor Capital Management | 22,362 | $6.06M | 0.55% | +5,266+30.8% | Added |
| Raymond James Trust N.A. | 22,346 | $6.06M | 0.13% | −386−1.7% | Reduced |
| Bremer Bank National Association | 22,304 | $6.05M | 1.14% | −917−3.9% | Reduced |
| Kingsview Wealth Management, LLC | 22,259 | $6.04M | 0.13% | +1,763+8.6% | Added |
| Family Management Corp | 22,179 | $6.01M | 1.00% | +40.0% | Added |
| Umb Bank N A | 22,133 | $6.00M | 0.09% | +1,340+6.4% | Added |
| Naples Global Advisors, LLC | 22,079 | $5.99M | 0.56% | −70−0.3% | Reduced |
| Longbow Finance SA | 22,048 | $5.98M | 0.64% | +3,972+22.0% | Added |
| Benson Investment Management Company, Inc. | 21,932 | $5.95M | 2.35% | −14−0.1% | Reduced |
| Advisory Services Network, LLC | 25,584 | $5.92M | 0.12% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 21,787 | $5.91M | 0.99% | +1,555+7.7% | Added |
| Artemis Investment Management LLP | 21,705 | $5.89M | 0.09% | −126,061−85.3% | Reduced |
| Sequoia Financial Advisors, LLC | 21,562 | $5.85M | 0.06% | +9,000+71.6% | Added |
| Milestone Asset Management, LLC | 21,539 | $5.84M | 1.31% | +4,390+25.6% | Added |
| Hi-Line Capital Management, LLC | 21,517 | $5.84M | 2.87% | −27,285−55.9% | Reduced |
| Fiduciary Group LLC | 21,456 | $5.82M | 0.59% | −102−0.5% | Reduced |
| Greenleaf Trust | 21,436 | $5.81M | 0.05% | +81+0.4% | Added |
| EP Wealth Advisors, LLC | 21,388 | $5.80M | 0.05% | −294−1.4% | Reduced |
| Chapman Investment Management, LLC | 21,381 | $5.80M | 4.24% | +240+1.1% | Added |
| Oppenheimer Asset Management Inc. | 21,305 | $5.78M | 0.07% | +44+0.2% | Added |
| Fort Sheridan Advisors LLC | 21,157 | $5.74M | 0.87% | 00.0% | Unchanged |
| Omers Administration Corp | 21,139 | $5.73M | 0.05% | −700−3.2% | Reduced |
| Oddo BHF Asset Management SAS | 21,015 | $5.70M | 0.28% | +21,015 | New |
| Salvus Wealth Management, LLC | 20,825 | $5.65M | 3.47% | −1,064−4.9% | Reduced |
| Northstar Group, Inc. | 20,755 | $5.63M | 0.98% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 20,336 | $5.62M | 1.44% | −1,503−6.9% | Reduced |
| First Hawaiian Bank | 20,696 | $5.61M | 0.18% | +3,243+18.6% | Added |
| Norden Group LLC | 20,639 | $5.60M | 0.66% | +19,054+1,202.1% | Added |
| Stephens Inc | 20,593 | $5.58M | 0.08% | −75−0.4% | Reduced |
| Impact Asset Management GmbH | 20,550 | $5.57M | 2.14% | +20,550 | New |
| Empirical Finance, LLC | 20,444 | $5.54M | 0.32% | +347+1.7% | Added |
| Kathleen S. Wright Associates Inc. | 20,427 | $5.53M | 2.28% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.46M | 1.83% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 19,950 | $5.41M | 0.13% | 00.0% | Unchanged |
| JLB & Associates Inc | 19,913 | $5.40M | 0.69% | +2,489+14.3% | Added |
| LaFleur & Godfrey LLC | 19,874 | $5.39M | 0.74% | −565−2.8% | Reduced |
| BFSG, LLC | 19,859 | $5.39M | 0.63% | −1,137−5.4% | Reduced |
| Insight Wealth Strategies, LLC | 19,636 | $5.33M | 0.70% | +189+1.0% | Added |
| Ballentine Partners, LLC | 19,627 | $5.32M | 0.09% | +1,756+9.8% | Added |
| Snowden Capital Advisors LLC | 19,445 | $5.27M | 0.16% | +191+1.0% | Added |
| Central Pacific Bank - Trust Division | 19,425 | $5.27M | 0.66% | −2,950−13.2% | Reduced |
| Jennison Associates LLC | 19,418 | $5.27M | 0.00% | −119,378−86.0% | Reduced |
| Cullen Capital Management LLC | 19,389 | $5.26M | 0.06% | −739−3.7% | Reduced |
| NBT Bank N A | 19,384 | $5.26M | 0.35% | −1,106−5.4% | Reduced |
| CSM Advisors, LLC | 19,370 | $5.25M | 0.34% | −135−0.7% | Reduced |
| Modera Wealth Management, LLC | 19,325 | $5.24M | 0.07% | +70.0% | Added |
| Shell Asset Management Co | 19,227 | $5.21M | 0.23% | +19,227 | New |
| Sumitomo Life Insurance Co | 19,207 | $5.21M | 0.10% | +337+1.8% | Added |
| Optimas Capital Ltd | 19,100 | $5.18M | 4.91% | +7,100+59.2% | Added |
| Birmingham Capital Management Co Inc | 19,075 | $5.17M | 1.88% | −2,085−9.9% | Reduced |
| Ossiam | 18,895 | $5.12M | 0.10% | +68+0.4% | Added |
| Commerzbank Aktiengesellschaft | 18,829 | $5.11M | 0.14% | +915+5.1% | Added |
| LGT Group Foundation | 18,789 | $5.09M | 0.08% | −1,454−7.2% | Reduced |
| Elgethun Capital Management | 18,646 | $5.06M | 1.19% | +428+2.3% | Added |
| Oliver Luxxe Assets LLC | 18,584 | $5.04M | 0.90% | −309−1.6% | Reduced |
| CoreCap Advisors, LLC | 18,544 | $5.03M | 0.24% | +18,544 | New |
| Welch Group, LLC | 18,500 | $5.02M | 0.22% | +1,658+9.8% | Added |
| Courier Capital LLC | 18,480 | $5.01M | 0.34% | −160−0.9% | Reduced |
| Morton Community Bank | 18,400 | $4.99M | 1.30% | −615−3.2% | Reduced |
| Mount Vernon Associates Inc | 18,341 | $4.97M | 3.95% | +250+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,329 | $4.97M | 0.02% | +773+4.4% | Added |
| Everence Capital Management Inc | 18,254 | $4.95M | 0.31% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 18,197 | $4.94M | 0.60% | +371+2.1% | Added |
| Wright Investors Service Inc | 18,194 | $4.93M | 1.29% | +30+0.2% | Added |
| Selway Asset Management | 18,172 | $4.93M | 1.93% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 18,135 | $4.92M | 0.39% | +692+4.0% | Added |
| Glenview Trust Co | 18,130 | $4.92M | 0.09% | +420+2.4% | Added |
| Equitable Holdings, Inc. | 18,099 | $4.91M | 0.05% | +1,765+10.8% | Added |
| Weiss Asset Management LP | 18,092 | $4.91M | 0.12% | +18,092 | New |
| Natixis | 18,071 | $4.90M | 0.03% | −54,907−75.2% | Reduced |
| Pacifica Capital Investments, LLC | 18,020 | $4.89M | 1.68% | 00.0% | Unchanged |
| NVWM, LLC | 17,958 | $4.87M | 1.24% | +1,550+9.4% | Added |
| TKG Advisors, LLC | 17,897 | $4.85M | 2.39% | +9,560+114.7% | Added |
| Integrated Wealth Concepts LLC | 17,897 | $4.85M | 0.06% | +39+0.2% | Added |