AXP

American Express Co

Latest period2024 - Q4Total superinvestors414

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 414 superinvestors own shares of American Express Co (AXP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding American Express Co (AXP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with American Express Co (AXP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with American Express Co (AXP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Steven Sergio@Rmr Wealth Builders Recent Activity Increased 7.39%	0.24%	$2.275M 7,666 shares@ 296.79 avg price	Increased 7.39%
Kevyn Morgareidge@Hilltop National Bank Recent Activity Increased 8.01%	0.68%	$2.234M 7,526 shares@ 296.8 avg price	Increased 8.01%
Julie M. Schmuelling@Gateway Investment Advisers Llc Recent Activity Increased 0.46%	0.03%	$2.153M 7,256 shares@ 296.79 avg price	Increased 0.46%
David Gray@Parisi Gray Wealth Management Recent Activity Increased 0.18%	0.61%	$1.89M 6,367 shares@ 296.79 avg price	Increased 0.18%
Amanda Ross@Ameritas Advisory Services, Llc Recent Activity Increased 57.71%	0.07%	$1.798M 6,059 shares@ 296.8 avg price	Increased 57.71%
Lisa Sternberg@Highline Wealth Partners Llc Recent Activity Increased 0.43%	0.57%	$1.736M 5,848 shares@ 296.8 avg price	Increased 0.43%
Jaclyn Gilbert@Saxon Interests, Inc. Recent Activity Increased 1.75%	0.73%	$1.643M 5,536 shares@ 296.82 avg price	Increased 1.75%
Jeffrey A. Smith@Atomi Financial Group, Inc. Recent Activity Increased 18.44%	0.09%	$1.613M 5,435 shares@ 296.77 avg price	Increased 18.44%
Shanda Gentry@Aspiriant, Llc Recent Activity Increased 3.4%	0.06%	$1.535M 5,172 shares@ 296.8 avg price	Increased 3.4%
Raymond P Dean@Harbor Investment Advisory, Llc Recent Activity Increased 1.67%	0.15%	$1.506M 5,074 shares@ 296.8 avg price	Increased 1.67%