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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 12,903 | $3.50M | 0.10% | +467+3.8% | Added |
| Profund Advisors LLC | 12,861 | $3.49M | 0.13% | +82+0.6% | Added |
| Chicago Capital, LLC | 12,855 | $3.49M | 0.10% | +276+2.2% | Added |
| Webster Bank, N. A. | 12,781 | $3.47M | 0.37% | −880−6.4% | Reduced |
| Quadrant Capital Group LLC | 12,760 | $3.46M | 0.24% | +68+0.5% | Added |
| J.W. Cole Advisors, Inc. | 12,739 | $3.45M | 0.14% | +1,874+17.2% | Added |
| Cito Capital Group, LLC | 12,725 | $3.45M | 1.29% | 00.0% | Unchanged |
| Invesco, LLC | 12,654 | $3.43M | 1.37% | −110−0.9% | Reduced |
| We Are One Seven, LLC | 12,641 | $3.43M | 0.15% | +6,538+107.1% | Added |
| Trajan Wealth LLC | 12,615 | $3.42M | 0.20% | +1,792+16.6% | Added |
| Connable Office Inc | 12,606 | $3.42M | 0.34% | +53+0.4% | Added |
| Centiva Capital, LP | 12,483 | $3.39M | 0.15% | −6,391−33.9% | Reduced |
| Sawyer & Company, Inc | 12,447 | $3.38M | 1.25% | −23−0.2% | Reduced |
| Rehmann Capital Advisory Group | 12,382 | $3.37M | 0.22% | −547−4.2% | Reduced |
| Cullen Investment Group, Ltd. | 12,432 | $3.37M | 0.50% | +19+0.2% | Added |
| Ostrum Asset Management | 12,424 | $3.37M | 0.28% | −595−4.6% | Reduced |
| Bleakley Financial Group, LLC | 12,409 | $3.37M | 0.10% | +297+2.5% | Added |
| Alight Capital Management LP | 12,400 | $3.36M | 1.21% | +12,400 | New |
| International Assets Investment Management, LLC | 909,737 | $3.35M | 0.02% | +906,353+26,783.5% | Added |
| Vinva Investment Management Ltd | 12,360 | $3.35M | 0.15% | −326−2.6% | Reduced |
| Fortis Group Advisors, LLC | 12,326 | $3.34M | 0.62% | −739−5.7% | Reduced |
| Ahl Investment Management, Inc. | 12,306 | $3.34M | 2.30% | −25−0.2% | Reduced |
| Independent Financial Group, LLC | 12,270 | $3.33M | 0.12% | +459+3.9% | Added |
| Rathbone Brothers plc | 12,128 | $3.29M | 0.02% | −18−0.1% | Reduced |
| Frank, Rimerman Advisors LLC | 12,081 | $3.28M | 0.23% | +1,028+9.3% | Added |
| SOL Capital Management CO | 12,048 | $3.27M | 0.36% | +25+0.2% | Added |
| Two Sigma Investments, LP | 12,017 | $3.26M | 0.01% | −7,773−39.3% | Reduced |
| Independent Investors Inc | 12,000 | $3.25M | 0.66% | 00.0% | Unchanged |
| Change Path, LLC | 11,990 | $3.25M | 0.11% | −103−0.9% | Reduced |
| Insight Inv LLC | 11,981 | $3.25M | 2.73% | −600−4.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,963 | $3.24M | 2.05% | −650−5.2% | Reduced |
| Parallel Advisors, LLC | 11,927 | $3.23M | 0.08% | +896+8.1% | Added |
| Insigneo Advisory Services, LLC | 11,924 | $3.23M | 0.33% | −683−5.4% | Reduced |
| Summit Trail Advisors, LLC | 11,906 | $3.23M | 0.08% | +1,036+9.5% | Added |
| KCM Investment Advisors LLC | 11,878 | $3.22M | 0.11% | +108+0.9% | Added |
| Arete Wealth Advisors, LLC | 12,002 | $3.19M | 0.27% | +1,383+13.0% | Added |
| Global Retirement Partners, LLC | 11,758 | $3.19M | 0.10% | +4,632+65.0% | Added |
| Peoples Financial Services Corp. | 11,733 | $3.18M | 1.44% | −284−2.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,709 | $3.18M | 0.19% | +529+4.7% | Added |
| Harbor Capital Advisors, Inc. | 11,702 | $3.17M | 0.14% | +283+2.5% | Added |
| Azimuth Capital Investment Management LLC | 11,700 | $3.17M | 0.12% | +10+0.1% | Added |
| Trust Co of Toledo NA | 11,696 | $3.17M | 0.43% | +60+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 11,678 | $3.17M | 0.20% | +2,715+30.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,637 | $3.16M | 0.07% | +1,202+11.5% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $3.15M | 0.07% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 11,585 | $3.14M | 0.66% | −122−1.0% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $3.14M | 1.14% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 11,559 | $3.13M | 1.49% | −857−6.9% | Reduced |
| Moody National Bank Trust Division | 11,554 | $3.13M | 0.34% | +413+3.7% | Added |
| Bull Street Advisors, LLC | 11,550 | $3.13M | 1.45% | −25−0.2% | Reduced |
| Midwest Professional Planners, LTD. | 11,534 | $3.13M | 0.96% | +906+8.5% | Added |
| Aristotle Capital Management, LLC | 11,530 | $3.13M | 0.01% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 11,492 | $3.12M | 1.10% | −1,665−12.7% | Reduced |
| Valueworks LLC | 11,436 | $3.10M | 0.99% | −149−1.3% | Reduced |
| Boston Family Office LLC | 11,430 | $3.10M | 0.21% | 00.0% | Unchanged |
| QV Investors Inc. | 11,430 | $3.10M | 0.27% | +60+0.5% | Added |
| Strategic Planning Group, LLC | 11,362 | $3.08M | 0.61% | +561+5.2% | Added |
| Impax Asset Management Group plc | 11,351 | $3.08M | 0.01% | −417−3.5% | Reduced |
| Fruth Investment Management | 11,350 | $3.08M | 0.80% | −200−1.7% | Reduced |
| Sigma Planning Corp | 11,325 | $3.07M | 0.09% | +265+2.4% | Added |
| Private Wealth Partners, LLC | 11,283 | $3.06M | 0.24% | +70+0.6% | Added |
| Gladstone Institutional Advisory LLC | 11,253 | $3.05M | 0.15% | −3,104−21.6% | Reduced |
| Vise Technologies, Inc. | 11,211 | $3.04M | 0.39% | +3,428+44.0% | Added |
| Vestcor Inc | 11,208 | $3.04M | 0.10% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 11,204 | $3.04M | 0.09% | +731+7.0% | Added |
| G&S Capital LLC | 11,183 | $3.03M | 1.27% | +4,656+71.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 11,164 | $3.03M | 0.65% | −2,819−20.2% | Reduced |
| Smithfield Trust Co | 11,133 | $3.02M | 0.15% | +4,646+71.6% | Added |
| Fiduciary Alliance LLC | 11,135 | $3.02M | 0.40% | +10,183+1,069.6% | Added |
| Intrinsic Value Partners, LLC | 11,114 | $3.01M | 3.02% | −2,836−20.3% | Reduced |
| Diversify Wealth Management, LLC | 11,061 | $3.00M | 0.29% | −4,501−28.9% | Reduced |
| Gifford Fong Associates | 11,000 | $2.98M | 0.75% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10,958 | $2.97M | 0.29% | +98+0.9% | Added |
| Linden Thomas Advisory Services, LLC | 10,956 | $2.97M | 0.41% | +1,845+20.3% | Added |
| BKD Wealth Advisors, LLC | 10,924 | $2.96M | 0.07% | −4,404−28.7% | Reduced |
| Penn Davis McFarland Inc | 10,852 | $2.94M | 0.33% | +10,852 | New |
| Peak Financial Advisors LLC | 10,836 | $2.94M | 1.51% | +10,836 | New |
| Personal Cfo Solutions, LLC | 10,836 | $2.94M | 0.41% | −1,513−12.3% | Reduced |
| Deane Retirement Strategies, Inc. | 10,787 | $2.93M | 1.43% | −42−0.4% | Reduced |
| First Horizon Advisors, Inc. | 10,655 | $2.89M | 0.08% | +2,608+32.4% | Added |
| Great Lakes Retirement, Inc. | 10,627 | $2.88M | 0.37% | +178+1.7% | Added |
| Qtron Investments LLC | 10,603 | $2.88M | 0.39% | +1,057+11.1% | Added |
| Donoghue Forlines LLC | 10,603 | $2.88M | 0.82% | +1,729+19.5% | Added |
| J. Safra Sarasin Holding AG | 10,573 | $2.87M | 0.05% | −332−3.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,553 | $2.86M | 1.73% | +1,813+20.7% | Added |
| Icon Wealth Advisors, LLC | 10,546 | $2.86M | 0.24% | −118−1.1% | Reduced |
| Fulton Bank, N.A. | 10,530 | $2.86M | 0.11% | +18+0.2% | Added |
| St. Johns Investment Management Company, LLC | 10,516 | $2.85M | 1.34% | −348−3.2% | Reduced |
| Guardian Capital LP | 10,388 | $2.82M | 0.10% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 10,383 | $2.82M | 1.23% | −231−2.2% | Reduced |
| Wedmont Private Capital | 10,261 | $2.81M | 0.16% | +590+6.1% | Added |
| Constitution Capital LLC | 10,350 | $2.81M | 1.50% | −1,400−11.9% | Reduced |
| Mission Wealth Management, LP | 10,299 | $2.79M | 0.07% | −20.0% | Reduced |
| Bailard, Inc. | 10,291 | $2.79M | 0.07% | +247+2.5% | Added |
| Flputnam Investment Management Co | 12,300 | $2.79M | 0.05% | +4,891+66.0% | Added |
| Sawgrass Asset Management LLC | 10,231 | $2.77M | 0.29% | −153−1.5% | Reduced |
| Northstar Advisory Group, LLC | 10,184 | $2.76M | 1.43% | −30.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 10,163 | $2.76M | 1.37% | −232−2.2% | Reduced |
| Hamilton Capital Partners Inc. | 10,079 | $2.73M | 0.24% | +440+4.6% | Added |
| Cunning Capital Partners, LP | 10,070 | $2.73M | 1.45% | 00.0% | Unchanged |