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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; 3,022 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.

Q4 2024 vs. Q3 2024

How the institutions holding American Express Co changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of AXP: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2,459462,642+229
Shares593.4M1.60M598.7M+6.85M (+1.2%)
Value$160.6B$432.7M$177.5B+$17.3B (+10.8%)

46 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (334)

Institutions that held American Express Co at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 334 by value.

Institutions new to AXP in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc984,132$292.1M0.11%
Universal- Beteiligungs- und Servicegesellschaft mbH631,210$187.3M0.37%
Lansforsakringar Fondforvaltning AB (publ)417,815$124.0M0.69%
PEAK6 LLC277,638$82.4M3.23%
Public Employees Retirement System of Ohio246,985$73.3M0.25%
KLP Kapitalforvaltning AS207,479$61.6M0.29%
Global Frontier Investments LLC197,215$58.5M15.06%
Nearwater Capital Markets, Ltd170,000$50.5M1.44%
Raiffeisen Bank International AG165,693$49.3M0.75%
Mercer Global Advisors Inc147,289$43.7M0.11%
Groupe la Francaise122,125$36.1M0.93%
Berkley W R Corp100,000$29.7M1.68%
Coleford Investment Management Ltd.93,613$27.8M7.33%
Aware Super Pty Ltd as trustee of Aware Super81,886$24.3M0.39%
Police & Firemen's Retirement System of New Jersey81,781$24.3M0.24%
Ofi Invest Asset Management67,035$19.2M0.45%
Prana Capital Management, LP59,552$17.7M0.84%
Generali Asset Management SPA SGR58,667$17.4M0.44%
Perennial Advisors, LLC49,942$14.8M3.23%
Avanza Fonder AB40,711$12.1M0.36%
Bradley & Co. Private Wealth Management, LLC40,431$12.0M7.49%
BI Asset Management Fondsmaeglerselskab A/S35,312$10.5M0.11%
Woodline Partners LP33,421$9.92M0.07%
Miracle Mile Advisors, LLC31,550$9.36M0.19%
Capitolis Liquid Global Markets LLC30,000$8.90M0.09%
Generali Investments CEE, investicni spolecnost, a.s.29,500$8.76M0.90%
Guardian Partners Inc.28,719$8.70M0.89%
Birch Financial Group, LLC29,033$8.62M9.70%
Dnca Finance28,724$8.52M0.66%
Triglav Skladi, D.O.O.27,500$8.16M0.64%
Bearing Point Capital, LLC27,223$8.08M1.68%
Heritage Trust Co26,663$7.91M0.93%
Cary Street Partners Financial LLC25,117$7.45M0.24%
AlpenGlobal Capital LLC21,913$6.50M4.23%
Banque Pictet & Cie SA20,538$6.10M0.06%
Eventide Asset Management, LLC20,446$6.07M0.11%
Patton Fund Management, Inc.20,370$6.05M1.18%
DJE Kapital AG20,000$5.93M0.14%
CAPROCK Group, Inc.19,906$5.91M0.19%
Karani Asset Management LLC19,748$5.86M5.47%
NewSquare Capital LLC18,282$5.43M0.43%
Peregrine Asset Advisers, Inc.18,089$5.37M1.98%
Allstate Corp16,925$5.02M0.15%
MUFG Securities EMEA plc16,000$4.75M0.09%
AssuredPartners Investment Advisors, LLC14,058$4.17M0.81%
CFC Planning Co LLC13,828$4.10M4.40%
Callan Family Office, LLC13,414$3.98M0.25%
Sagespring Wealth Partners, LLC13,360$3.97M0.10%
Infusive Asset Management Inc.12,761$3.79M1.69%
Boston Private Wealth LLC12,631$3.75M0.07%
Mirae Asset Securities (USA) Inc.12,535$3.72M0.17%
Banque Transatlantique SA12,283$3.65M0.09%
RFG - Bristol Wealth Advisors, LLC10,913$3.24M1.06%
Texas Bank & Trust Co10,553$3.13M1.29%
Sciencast Management LP10,252$3.04M0.83%
Galilei Investment Office LLP9,974$2.96M1.49%
SBI Securities Co., Ltd.9,668$2.87M0.09%
Parkshore Wealth Management, Inc.9,479$2.81M1.69%
Fire Capital Management LLC9,215$2.73M2.04%
IFC Advisors LLC9,072$2.69M0.59%
Mitsubishi UFJ Asset Management (UK) Ltd.9,000$2.67M1.18%
Jackson Square Capital, LLC8,781$2.61M0.63%
IronOak Wealth LLC.8,367$2.48M2.78%
Cornerstone Planning, LLC8,302$2.46M0.94%
MUFG Securities Americas Inc.8,216$2.44M0.31%
Natural Investments, LLC8,011$2.38M0.66%
Harold Davidson & Associates Inc.7,404$2.20M1.05%
Inkwell Capital LLC6,851$2.03M2.17%
Stenger Family Office, LLC6,817$2.02M0.69%
Huntleigh Advisors, Inc.6,512$1.93M0.42%
Lakeshore Capital Group, Inc.5,844$1.73M2.62%
Myriad Asset Management US LP5,626$1.67M1.12%
NBZ Investment Advisors LLC5,359$1.59M0.89%
Bradyco, Inc.5,074$1.51M0.93%
Minot DeBlois Advisors LLC4,878$1.45M1.32%
Hall Capital Management Co Inc4,877$1.45M0.68%
Argentarii, LLC4,702$1.40M0.70%
Aventura Private Wealth, LLC4,640$1.38M0.74%
Evelyn Partners Investment Management LLP4,584$1.36M0.04%
Caxton Associates LP4,575$1.36M0.04%
Griffith & Werner, Inc.4,418$1.31M0.87%
Cubist Systematic Strategies, LLC4,400$1.31M0.02%
InvesTrust4,200$1.25M0.35%
Bayview Asset Management, LLC4,125$1.22M1.60%
Winebrenner Capital Management LLC4,037$1.20M0.92%
Moment Partners, LLC4,004$1.19M0.23%
Ulysses Management LLC4,000$1.19M0.28%
Golden State Wealth Management, LLC3,923$1.16M0.17%
Riverbend Wealth Management, LLC3,877$1.16M1.03%
Board of the Pension Protection Fund3,600$1.07M1.23%
Brucke Financial, Inc.3,107$986.3K0.85%
one8zero8, LLC3,320$985.3K0.21%
Fullerton Fund Management Co Ltd.3,196$948.5K0.03%
Chapman Financial Group, LLC3,090$917.1K0.74%
Authentikos Wealth Advisory, LLC3,000$890.4K0.88%
Unified Investment Management2,986$886.2K1.01%
Capital Advantage, Inc.2,965$880.0K0.16%
MFA Wealth Services2,925$868.2K0.70%
Union Bancaire Privee, UBP SA2,776$835.2K0.01%
Hager Investment Management Services, LLC2,805$832.5K0.52%

Sold out (105)

Institutions that held American Express Co at the end of Q3 2024 and filed for Q4 2024 without it.

Showing the largest 100 of 105 by value.

Institutions that sold out of AXP in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
HRT Financial LP119,894$32.5M
Qube Research & Technologies Ltd117,471$31.9M
Kempen Capital Management N.V.59,255$16.1M
Connor, Clark & Lunn Investment Management Ltd.53,190$14.4M
Gunderson Capital Management Inc.37,087$10.1M
Morningstar Investment Services LLC25,321$6.86M
Bleichroeder LP25,000$6.78M
Siemens Fonds Invest GmbH24,905$6.75M
Veriti Management LLC24,243$6.57M
ExodusPoint Capital Management, LP22,534$6.11M
Benson Investment Management Company, Inc.21,932$5.95M
Auto-Owners Insurance Co19,950$5.41M
Weiss Asset Management LP18,092$4.91M
Alight Capital Management LP12,400$3.36M
Summit Trail Advisors, LLC11,906$3.23M
Donoghue Forlines LLC10,603$2.88M
DoubleLine ETF Adviser LP8,805$2.39M
Fiduciary Family Office, LLC8,340$2.26M
Seven Eight Capital, LP8,193$2.22M
Magellan Asset Management Ltd7,879$2.14M
AIA Group Ltd7,400$2.01M
Trexquant Investment LP7,271$1.97M
Private Management Group Inc5,760$1.56M
Cumberland Partners Ltd5,500$1.49M
Brevan Howard Capital Management LP5,383$1.46M
Olstein Capital Management, L.P.5,000$1.36M
Virtu Financial LLC4,781$1.30M
AlphaStar Capital Management, LLC4,752$1.29M
Paloma Partners Management Co4,570$1.24M
Scientech Research LLC4,150$1.13M
Unigestion Holding SA3,802$1.03M
Shay Capital LLC3,425$928.9K
Bridgefront Capital, LLC3,305$896.3K
Wellington Wealth Strategies, LLC.3,207$866.1K
Elyxium Wealth, LLC3,188$864.6K
Advisor Resource Council3,006$815.2K
Parkside Investments, LLC3,000$813.6K
Catalytic Wealth RIA, LLC2,810$762.1K
Engineers Gate Manager LP2,751$746.1K
Revisor Wealth Management LLC2,747$745.0K
REDW Wealth LLC2,631$713.5K
Impact Partnership Wealth, LLC2,335$633.2K
Private Capital Management LLC2,158$585.3K
Dark Forest Capital Management LP2,102$570.1K
Beck Bode, LLC1,940$526.0K
Donaldson Capital Management, LLC1,921$521.0K
Zimmermann Investment Management & Planning LLC1,807$490.1K
AdvisorShares Investments LLC1,801$488.4K
Whitaker-Myers Wealth Managers, LTD.1,605$435.4K
Sageworth Trust Co1,550$420.4K
Oxford Asset Management LLP1,476$400.3K
Wellspring Financial Advisors, LLC1,461$396.3K
Koss-Olinger Consulting, LLC1,430$388.0K
CTC Alternative Strategies, Ltd.1,398$379.1K
MBB Public Markets I LLC1,350$366.1K
EntryPoint Capital, LLC1,254$340.1K
State of Wyoming1,148$311.3K
Alpha Financial Partners, LLC1,108$300.5K
Reinhart Partners, Inc.1,100$298.3K
Roman Butler Fullerton & Co1,070$296.7K
Jump Financial, LLC1,069$289.9K
Virtue Capital Management, LLC1,023$277.4K
Hibernia Wealth Partners, LLC1,016$275.3K
Crestline Management, LP1,000$271.2K
Autumn Glory Partners, LLC1,000$271.2K
Colton Groome Financial Advisors, LLC986$267.4K
Stamos Capital Partners, L.P.960$260.4K
Davies Financial Advisors, Inc.959$260.2K
Sterling Investment Counsel, LLC936$253.9K
Capital Markets Trading UK LLP932$253.0K
Redhawk Wealth Advisors, Inc.920$249.6K
Planning Directions Inc908$246.3K
Carmel Capital Partners, LLC851$230.8K
Foster Victor Wealth Advisors, LLC831$225.6K
Heritage Oak Wealth Advisors LLC821$222.7K
Ramiah Investment Group814$220.8K
IVC Wealth Advisors LLC814$220.8K
Turtle Creek Wealth Advisors, LLC814$220.8K
Center For Asset Management LLC805$218.3K
Romano Brothers and Company800$217.0K
Financial Advocates Investment Management795$215.7K
Crestmont Private Wealth LLC787$213.4K
Baron Wealth Management LLC783$212.4K
Insight Wealth Partners, LLC777$210.7K
Everstar Asset Management, LLC750$203.4K
IMA Wealth, Inc.644$174.7K
Paladin Wealth, LLC609$165.2K
Heritage Wealth Management, Inc.536$145.4K
Voisard Asset Management Group, Inc.369$100.2K
Northwest Financial Advisors365$99.0K
Flaharty Asset Management, LLC260$70.6K
Nixon Capital, LLC218$59.1K
Talon Private Wealth, LLC209$56.7K
CBIZ Investment Advisory Services, LLC200$54.2K
Capital Performance Advisors LLP176$47.6K
Planned Solutions, Inc.124$33.6K
Reuter James Wealth Management, LLC100$27.1K
Cedar Wealth Management, LLC89$24.1K
Redmont Wealth Advisors LLC47$12.7K
Stone House Investment Management, LLC42$11.5K

Not filed for Q4 2024 yet (46)

Institutions that held American Express Co at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates738,586$200.3M
PEAK6 Investments LLC224,609$60.9M
Raymond James Financial Services Advisors, Inc.206,749$56.1M
B. Metzler seel. Sohn & Co. Holding AG72,637$19.7M
SpiderRock Advisors, LLC33,623$9.12M
Prio Wealth Limited Partnership33,113$8.98M
Banque Cantonale Vaudoise32,323$8.77M
Rakuten Investment Management, Inc.32,080$8.70M
Guardian Capital Advisors LP30,577$8.21M
Argent Financial Group, Inc.29,130$7.90M
Concentric Wealth Management, LLC23,510$6.38M
Kingfisher Capital LLC23,361$6.34M
GYL Financial Synergies, LLC23,183$6.29M
Raymond James Trust N.A.22,346$6.06M
Chartwell Investment Partners, LLC14,614$3.96M
Eagle Asset Management Inc7,049$2.03M
Brophy Wealth Management, LLC5,652$1.53M
Alpine Bank Wealth Management5,445$1.48M
Fort Pitt Capital Group, LLC3,108$842.9K
Cary Street Partners Asset Management LLC3,074$833.6K
FinTrust Capital Advisors, LLC2,625$711.9K
TNF LLC2,579$696.4K
9258 Wealth Management, LLC2,340$634.6K
M&R Capital Management Inc2,170$588.6K
Eisler Capital (UK) Ltd.2,131$577.9K
Diversified, LLC1,900$515.2K
Garrison Asset Management, LLC1,851$502.0K
Gateway Advisory, LLC1,846$500.6K
Inscription Capital, LLC1,681$455.9K
Kowal Investment Group, LLC1,644$445.9K
First Trust Investment Solutions L.P.1,540$417.6K
First Personal Financial Services1,500$406.8K
CIC Wealth, LLC1,372$372.1K
Alera Investment Advisors, LLC1,174$318.4K
Family Asset Management, LLC1,057$286.7K
Zega Financial, LLC877$237.9K
Susquehanna International Group Ltd.855$231.9K
Carmichael Hill & Associates, Inc.309$83.8K
Naples Money Management LLC301$81.5K
WFA of San Diego, LLC291$78.9K
Northwest Investment Counselors, LLC241$65.4K
Annapolis Financial Services, LLC199$54.0K
Planning Capital Management Corp130$35.3K
BBJS Financial Advisors, LLC100$27.2K
Abich Financial Wealth Management LLC24$6.51K
ClariVest Asset Management LLC27$6.23K