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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; 3,020 institutions reported holding it in 13F filings for Q2 2026, worth $195.8B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.

13F holders, Q4 2024

Institutional positions in American Express Co as of Dec 31, 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
2,642
+229 vs. Q3 2024
Shares held
599.4M
−8.08M (−1.3%) vs. Q3 2024
Total value
$177.6B
+$13.2B (+8.1%) vs. Q3 2024
New holders
334
858 more added
Sold out
105
1,031 more reduced

46 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 2,642 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,878 institutionsQ4 2021: 2,004 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,625 institutionsQ2 2025: 2,718 institutionsQ3 2025: 2,757 institutionsQ4 2025: 3,042 institutionsQ1 2026: 2,911 institutionsQ2 2026: 3,020 institutions
Value heldQ4 2024: $177.6B
Q1 2021: $96.6BQ2 2021: $157.7BQ3 2021: $111.2BQ4 2021: $106.7BQ1 2022: $120.3BQ2 2022: $88.2BQ3 2022: $85.9BQ4 2022: $92.7BQ1 2023: $104.3BQ2 2023: $108.2BQ3 2023: $91.5BQ4 2023: $120.4BQ1 2024: $149.3BQ2 2024: $143.8BQ3 2024: $164.8BQ4 2024: $177.6BQ1 2025: $160.7BQ2 2025: $190.6BQ3 2025: $201.0BQ4 2025: $217.7BQ1 2026: $174.9BQ2 2026: $195.8B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,020$195.8B
Q1 20262,911$174.9B
Q4 20253,042$217.7B
Q3 20252,757$201.0B
Q2 20252,718$190.6B
Q1 20252,625$160.7B
Q4 20242,642$177.6B
Q3 20242,459$164.8B
Q2 20242,348$143.8B
Q1 20242,315$149.3B
Q4 20232,191$120.4B
Q3 20232,003$91.5B
Q2 20232,048$108.2B
Q1 20232,056$104.3B
Q4 20222,008$92.7B
Q3 20221,919$85.9B
Q2 20221,975$88.2B
Q1 20222,067$120.3B
Q4 20212,004$106.7B
Q3 20211,878$111.2B
Q2 20211,851$157.7B
Q1 20211,781$96.6B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2024.

Institutions holding AXP in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway151,610,700$45.0B16.84%00.0%Unchanged
Vanguard Group Inc45,237,993$13.4B0.23%+92,609+0.2%Added
BlackRock, Inc.43,941,919$13.0B0.26%+1,414,291+3.3%Added
State Street Corp29,782,157$8.84B0.35%+502,914+1.7%Added
JPMorgan Chase & Co16,751,822$4.97B0.39%−14,531,614−46.5%Reduced
Wellington Management Group LLP15,857,117$4.71B0.86%−216,855−1.3%Reduced
Morgan Stanley13,846,553$4.11B0.29%+346,345+2.6%Added
Geode Capital Management, LLC11,752,084$3.48B0.27%+268,572+2.3%Added
FMR LLC10,914,258$3.24B0.19%−89,457−0.8%Reduced
Fisher Asset Management, LLC8,761,336$2.60B1.03%+95,927+1.1%Added
Massachusetts Financial Services Co8,546,086$2.54B0.80%−647,315−7.0%Reduced
Price T Rowe Associates Inc8,429,912$2.50B0.29%−966,606−10.3%Reduced
Bank of America Corp7,463,890$2.22B0.20%−1,497,442−16.7%Reduced
Northern Trust Corp6,825,135$2.03B0.29%+955,811+16.3%Added
Norges Bank6,017,276$1.79B0.23%−610,567−9.2%Reduced
Nuveen Asset Management, LLC5,690,674$1.69B0.48%−12,637−0.2%Reduced
UBS Asset Management Americas Inc5,015,269$1.49B0.35%+408,283+8.9%Added
Invesco Ltd.4,625,900$1.37B0.25%−360,341−7.2%Reduced
Artisan Partners Limited Partnership4,437,167$1.32B2.03%−426,534−8.8%Reduced
Bank of New York Mellon Corp4,374,586$1.30B0.24%−187,398−4.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,357,487$1.29B1.38%+3,583,959+463.3%Added
Charles Schwab Investment Management Inc3,878,434$1.15B0.21%+14,282+0.4%Added
Goldman Sachs Group Inc3,808,669$1.13B0.22%−5,735−0.2%Reduced
Legal & General Group Plc3,725,145$1.11B0.29%−185,365−4.7%Reduced
Capital World Investors3,704,271$1.10B0.17%+74,977+2.1%Added
UBS Group AG3,584,412$1.06B0.24%+419,658+13.3%Added
Janus Henderson Group PLC3,483,938$1.03B0.53%−476,904−12.0%Reduced
Dimensional Fund Advisors LP3,052,115$905.9M0.22%+126,030+4.3%Added
Capital Research Global Investors2,986,710$886.4M0.18%+1,943,463+186.3%Added
Rothschild & Co Wealth Management UK Ltd2,764,668$820.5M14.41%−496,550−15.2%Reduced
Alphinity Investment Management Pty Ltd2,737,923$812.6M4.42%−341,984−11.1%Reduced
Deutsche Bank AG2,698,632$800.9M0.31%+555,562+25.9%Added
Ameriprise Financial Inc2,570,160$754.6M0.19%+65,578+2.6%Added
Longview Partners (Guernsey) LTD2,493,891$740.2M5.53%−110,795−4.3%Reduced
First Eagle Investment Management, LLC2,352,053$698.1M1.56%−245,835−9.5%Reduced
TD Asset Management Inc2,299,819$682.6M0.60%−42,601−1.8%Reduced
Barclays PLC2,236,814$663.9M0.33%+76,407+3.5%Added
Amundi2,179,171$660.0M0.23%+248,515+12.9%Added
Nordea Investment Management AB2,203,772$655.1M0.69%+247,864+12.7%Added
Boston Partners1,923,899$573.6M0.70%−185,872−8.8%Reduced
HSBC Holdings PLC1,883,929$559.5M0.35%−120,400−6.0%Reduced
BNP Paribas Arbitrage, SA1,818,788$539.8M0.42%+847,148+87.2%Added
Wells Fargo & Company1,712,725$508.3M0.12%−1,583−0.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,667,747$495.0M0.33%−15,212−0.9%Reduced
Swiss National Bank1,606,579$476.8M0.32%−102,000−6.0%Reduced
Lazard Asset Management LLC1,598,397$474.4M0.69%−82,064−4.9%Reduced
Royal Bank of Canada1,560,765$463.2M0.10%+38,586+2.5%Added
Capital Wealth Planning, LLC1,517,668$450.4M4.17%+273,813+22.0%Added
Schroder Investment Management Group1,465,321$435.7M0.42%+154,810+11.8%Added
Beutel, Goodman & Co Ltd.1,449,478$430.2M2.34%−2,114−0.1%Reduced
Smead Capital Management, Inc.1,344,431$399.0M6.19%−285,049−17.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,258,630$381.5M0.37%+61,550+5.1%Added
Standard Life Aberdeen plc1,230,285$364.7M0.68%−40,529−3.2%Reduced
Barrow Hanley Mewhinney & Strauss LLC1,166,279$346.1M1.18%−24,973−2.1%Reduced
California Public Employees Retirement System1,166,254$346.1M0.23%−169,095−12.7%Reduced
First Trust Advisors LP1,138,144$337.8M0.30%+45,836+4.2%Added
Bank of Montreal1,130,135$335.4M0.17%−40,312−3.4%Reduced
American Century Companies Inc1,123,961$333.6M0.19%+136,723+13.8%Added
Rhumbline Advisers1,103,942$327.6M0.29%−26,162−2.3%Reduced
National Pension Service1,082,450$321.3M0.30%−70,649−6.1%Reduced
The PNC Financial Services Group, Inc.1,070,066$317.6M0.21%−6,464−0.6%Reduced
CI Private Wealth, LLC1,051,958$311.6M0.52%−31,309−2.9%Reduced
Sustainable Growth Advisers, LP1,004,652$298.2M1.50%−367,536−26.8%Reduced
Pictet Asset Management Holding SA999,071$296.5M0.32%−81,506−7.5%Reduced
Raymond James Financial Inc984,132$292.1M0.11%+984,132New
Timucuan Asset Management Inc975,504$289.5M8.86%−2,762−0.3%Reduced
Public Employees Retirement Association of Colorado926,363$274.9M1.09%+76,470+9.0%Added
California State Teachers Retirement System885,975$262.9M0.31%−37,001−4.0%Reduced
Arrowstreet Capital, Limited Partnership817,028$242.5M0.19%−23,624−2.8%Reduced
Epoch Investment Partners, Inc.794,530$235.8M1.14%−139,198−14.9%Reduced
Waverton Investment Management Ltd786,422$233.5M3.72%+15,038+1.9%Added
Blair William & Co720,237$213.8M0.62%−11,961−1.6%Reduced
New York State Common Retirement Fund699,591$207.6M0.28%+2,843+0.4%Added
LPL Financial LLC692,618$205.6M0.08%+53,419+8.4%Added
Envestnet Asset Management Inc681,435$202.2M0.06%−40,244−5.6%Reduced
Alliancebernstein L.P.675,442$200.5M0.07%−38,561−5.4%Reduced
1832 Asset Management L.P.666,957$197.9M0.35%+121,558+22.3%Added
Natixis Advisors, L.P.660,354$196.0M0.37%−9,187−1.4%Reduced
Korea Investment CORP648,184$192.4M0.46%−25,842−3.8%Reduced
Principal Financial Group Inc645,013$191.4M0.10%−7,999−1.2%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH631,210$187.3M0.37%+631,210New
KBC Group NV630,353$187.1M0.52%−33,937−5.1%Reduced
Stifel Financial Corp625,695$185.7M0.19%+10,141+1.6%Added
King Luther Capital Management Corp623,816$185.1M0.80%−39,975−6.0%Reduced
Clearbridge Investments, LLC618,212$183.5M0.15%−228,072−26.9%Reduced
Russell Investments Group, Ltd.612,534$181.8M0.25%+43,938+7.7%Added
AXA S.A.591,762$175.6M0.53%−28,737−4.6%Reduced
Franklin Resources Inc591,437$175.5M0.05%+15,468+2.7%Added
Gabelli Funds LLC587,627$174.4M1.31%−64,744−9.9%Reduced
Citigroup Inc583,538$173.2M0.17%−14,312−2.4%Reduced
Clark Capital Management Group, Inc.579,142$171.9M1.20%+7,528+1.3%Added
Allianz Asset Management GmbH565,954$168.0M0.24%+141,200+33.2%Added
HighTower Advisors, LLC558,552$165.8M0.23%−5,235−0.9%Reduced
Macquarie Group Ltd579,317$165.5M0.20%−10,528−1.8%Reduced
Prudential Financial Inc556,327$165.1M0.23%+120,080+27.5%Added
First Manhattan Co540,679$164.4M0.48%+6,327+1.2%Added
Brown Advisory Inc552,517$164.0M0.21%+7,493+1.4%Added
National Bank of Canada543,759$161.4M0.21%−163,622−23.1%Reduced
Los Angeles Capital Management LLC541,613$160.7M0.65%−141,625−20.7%Reduced
State Board of Administration of Florida Retirement System535,547$158.9M0.30%−6,166−1.1%Reduced