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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 18,035 | $4.84M | 0.07% | +2,460+15.8% | Added |
| Dakota Wealth Management | 17,857 | $4.84M | 0.11% | −263−1.5% | Reduced |
| Marsico Capital Management LLC | 17,855 | $4.84M | 0.14% | −37,070−67.5% | Reduced |
| Richard Bernstein Advisors LLC | 17,834 | $4.84M | 0.10% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 17,825 | $4.83M | 0.47% | −75−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,800 | $4.83M | 0.11% | −284−1.6% | Reduced |
| Teamwork Financial Advisors, LLC | 17,731 | $4.81M | 0.67% | +756+4.5% | Added |
| NorthRock Partners, LLC | 17,698 | $4.80M | 0.16% | +198+1.1% | Added |
| F/M Investments LLC | 17,589 | $4.77M | 0.16% | −10,868−38.2% | Reduced |
| Haverford Trust Co | 17,547 | $4.76M | 0.05% | −116−0.7% | Reduced |
| Mathes Company, Inc. | 17,480 | $4.74M | 1.67% | −190−1.1% | Reduced |
| iA Global Asset Management Inc. | 17,477 | $4.74M | 0.08% | +8,939+104.7% | Added |
| ING Groep NV | 17,458 | $4.73M | 0.03% | −22,227−56.0% | Reduced |
| Park National Corp | 17,443 | $4.73M | 0.17% | −340−1.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 17,433 | $4.73M | 0.40% | +1,615+10.2% | Added |
| Caldwell Trust Co | 17,319 | $4.70M | 0.49% | +1,328+8.3% | Added |
| Bill Few Associates, Inc. | 17,196 | $4.66M | 1.66% | +198+1.2% | Added |
| Resonant Capital Advisors, LLC | 17,104 | $4.64M | 0.34% | +126+0.7% | Added |
| Stone Point Wealth LLC | 16,955 | $4.60M | 1.48% | −487−2.8% | Reduced |
| Pring Turner Capital Group Inc | 16,941 | $4.59M | 2.90% | −32−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,926 | $4.59M | 0.18% | −422−2.4% | Reduced |
| National Asset Management, Inc. | 16,909 | $4.58M | 0.13% | −286−1.7% | Reduced |
| Arjuna Capital | 16,879 | $4.58M | 1.19% | −6,513−27.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,628 | $4.51M | 0.31% | −1,700−9.3% | Reduced |
| Dynamic Advisor Solutions LLC | 16,578 | $4.50M | 0.13% | +3,772+29.5% | Added |
| Ghe, LLC | 16,574 | $4.50M | 1.68% | +16,574 | New |
| Hennion & Walsh Asset Management, Inc. | 16,547 | $4.49M | 0.21% | −132−0.8% | Reduced |
| Park Avenue Securities LLC | 16,404 | $4.45M | 0.05% | +441+2.8% | Added |
| WP Advisors, LLC | 16,364 | $4.44M | 1.62% | −1,364−7.7% | Reduced |
| Panagora Asset Management Inc | 16,200 | $4.39M | 0.02% | +10,089+165.1% | Added |
| Game Plan Financial Advisors, LLC | 16,156 | $4.38M | 2.12% | +8,223+103.7% | Added |
| Brave Asset Management Inc | 16,009 | $4.34M | 1.08% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 15,992 | $4.34M | 0.19% | +786+5.2% | Added |
| BDF-Gestion | 19,515 | $4.33M | 0.71% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 15,949 | $4.33M | 0.27% | −320−2.0% | Reduced |
| Lee Johnson Capital Management, LLC | 15,820 | $4.29M | 2.21% | +15,820 | New |
| Sound View Wealth Advisors Group, LLC | 15,805 | $4.29M | 0.35% | +3,110+24.5% | Added |
| Valeo Financial Advisors, LLC | 15,751 | $4.27M | 0.12% | +122+0.8% | Added |
| Empire Financial Management Company, LLC | 15,551 | $4.22M | 1.30% | −10−0.1% | Reduced |
| Leonteq Securities AG | 15,486 | $4.20M | 0.49% | +2,594+20.1% | Added |
| Kerusso Capital Management LLC | 15,481 | $4.20M | 2.67% | +934+6.4% | Added |
| Foundations Investment Advisors, LLC | 15,456 | $4.19M | 0.09% | +2,871+22.8% | Added |
| Lincoln Capital LLC | 15,353 | $4.16M | 0.88% | −265−1.7% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 15,341 | $4.16M | 0.04% | −734−4.6% | Reduced |
| Meitav Dash Investments Ltd | 15,925 | $4.13M | 0.07% | +111+0.7% | Added |
| Beese Fulmer Investment Management, Inc. | 15,210 | $4.12M | 0.35% | −163−1.1% | Reduced |
| L2 Asset Management, LLC | 15,193 | $4.12M | 1.12% | +5,537+57.3% | Added |
| Strata Wealth Advisors, LLC | 15,133 | $4.10M | 1.32% | −203−1.3% | Reduced |
| Catalyst Capital Advisors LLC | 15,101 | $4.10M | 0.09% | +15,101 | New |
| Wynn Capital, LLC | 15,010 | $4.07M | 2.67% | +152+1.0% | Added |
| Goelzer Investment Management, Inc. | 14,909 | $4.04M | 0.22% | −461−3.0% | Reduced |
| Kanawha Capital Management LLC | 14,897 | $4.04M | 0.29% | −308−2.0% | Reduced |
| CenterBook Partners LP | 14,775 | $4.01M | 0.25% | −1,046−6.6% | Reduced |
| Conscious Wealth Investments, LLC | 14,771 | $4.01M | 2.76% | −155−1.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,706 | $3.99M | 1.56% | −65−0.4% | Reduced |
| Pettee Investors, Inc. | 14,706 | $3.99M | 1.94% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 14,656 | $3.97M | 0.94% | +172+1.2% | Added |
| Chartwell Investment Partners, LLC | 14,614 | $3.96M | 0.14% | +716+5.2% | Added |
| Coldstream Capital Management Inc | 14,563 | $3.96M | 0.09% | +1,413+10.7% | Added |
| Aviance Capital Partners, LLC | 14,590 | $3.96M | 0.52% | +153+1.1% | Added |
| William Allan, LLC | 14,563 | $3.95M | 2.45% | −141−1.0% | Reduced |
| Horizon Investment Services, LLC | 14,556 | $3.95M | 1.69% | +6,385+78.1% | Added |
| Taurus Asset Management, LLC | 14,498 | $3.93M | 0.38% | −11,300−43.8% | Reduced |
| Schechter Investment Advisors, LLC | 14,489 | $3.93M | 0.29% | −465−3.1% | Reduced |
| TCTC Holdings, LLC | 14,434 | $3.91M | 0.13% | +64+0.4% | Added |
| New England Asset Management Inc | 14,410 | $3.91M | 0.61% | −1,010−6.5% | Reduced |
| Buckhead Capital Management LLC | 14,334 | $3.89M | 1.23% | −864−5.7% | Reduced |
| Signaturefd, LLC | 14,297 | $3.88M | 0.07% | +33+0.2% | Added |
| Empowered Funds, LLC | 14,291 | $3.88M | 0.06% | +281+2.0% | Added |
| South State Corp. | 14,287 | $3.87M | 0.27% | +433+3.1% | Added |
| West Oak Capital, LLC | 14,282 | $3.87M | 0.72% | −380−2.6% | Reduced |
| Capital International Inc | 14,224 | $3.86M | 0.05% | +432+3.1% | Added |
| Gotham Asset Management, LLC | 14,201 | $3.85M | 0.04% | +2,236+18.7% | Added |
| BNC Wealth Management, LLC | 14,179 | $3.85M | 1.42% | +602+4.4% | Added |
| Columbia Asset Management | 14,150 | $3.84M | 0.68% | +281+2.0% | Added |
| Merit Financial Group, LLC | 14,122 | $3.83M | 0.09% | +516+3.8% | Added |
| Hartline Investment Corp | 14,086 | $3.82M | 0.48% | +3,242+29.9% | Added |
| Compass Wealth Management LLC | 14,085 | $3.82M | 0.90% | −920−6.1% | Reduced |
| Herbst Group, LLC | 14,041 | $3.81M | 2.36% | +760+5.7% | Added |
| Brendel Financial Advisors LLC | 14,021 | $3.80M | 2.16% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 13,983 | $3.79M | 1.92% | −141−1.0% | Reduced |
| Hilltop Holdings Inc. | 13,912 | $3.77M | 0.25% | +3,552+34.3% | Added |
| BLB&B Advisors, LLC | 13,896 | $3.77M | 0.19% | +2,474+21.7% | Added |
| Nemes Rush Group LLC | 16,520 | $3.76M | 0.55% | −100−0.6% | Reduced |
| ProVise Management Group, LLC | 13,860 | $3.76M | 0.30% | −110−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 13,852 | $3.76M | 0.36% | −397−2.8% | Reduced |
| TD Private Client Wealth LLC | 13,794 | $3.74M | 0.11% | +870+6.7% | Added |
| Principal Securities, Inc. | 13,771 | $3.73M | 0.09% | +1,193+9.5% | Added |
| Evercore Wealth Management, LLC | 13,688 | $3.71M | 0.06% | −560−3.9% | Reduced |
| Tower Bridge Advisors | 13,627 | $3.70M | 0.38% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 13,535 | $3.67M | 5.61% | +13,535 | New |
| Jacobi Capital Management LLC | 13,503 | $3.66M | 0.28% | +145+1.1% | Added |
| Meeder Advisory Services, Inc. | 13,499 | $3.66M | 0.24% | +400+3.1% | Added |
| Grandfield & Dodd, LLC | 13,484 | $3.66M | 0.22% | +13+0.1% | Added |
| Proequities, Inc. | 13,421 | $3.64M | 0.22% | −391−2.8% | Reduced |
| Townsend & Associates, Inc | 13,416 | $3.64M | 0.37% | +124+0.9% | Added |
| Hodges Capital Management Inc. | 13,407 | $3.64M | 0.23% | −2,823−17.4% | Reduced |
| Smith, Salley & Associates | 13,171 | $3.57M | 0.23% | −27−0.2% | Reduced |
| Greenfield Savings Bank | 13,165 | $3.57M | 1.69% | +12+0.1% | Added |
| AE Wealth Management LLC | 13,160 | $3.57M | 0.03% | −1,819−12.1% | Reduced |