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, 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
- 598.7M
- +6.85M (+1.2%) vs. Q3 2024
- Total value
- $177.5B
- +$17.3B (+10.8%) vs. Q3 2024
- New holders
- 334
- 859 more added
- Sold out
- 105
- 1,030 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 1,892 | $561.5K | 0.01% | +86+4.8% | Added |
| Prelude Capital Management, LLC | 1,895 | $562.4K | 0.05% | −590−23.7% | Reduced |
| Optima Capital LLC | 1,897 | $563.0K | 0.39% | +1,897 | New |
| Mattern Capital Management, LLC | 1,899 | $563.6K | 0.07% | +181+10.5% | Added |
| Cairn Investment Group, Inc. | 1,900 | $564.0K | 0.33% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,904 | $565.1K | 0.06% | −85−4.3% | Reduced |
| Sax Wealth Advisors, LLC | 1,906 | $565.7K | 0.04% | +1,906 | New |
| Drucker Wealth 3.0, LLC | 1,909 | $566.5K | 0.13% | −1−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,911 | $567.1K | 0.03% | +125+7.0% | Added |
| Camden National Bank | 1,912 | $567.5K | 0.08% | −198−9.4% | Reduced |
| Vicus Capital | 1,913 | $567.7K | 0.05% | +745+63.8% | Added |
| Cassaday & Co Wealth Management LLC | 1,919 | $569.5K | 0.02% | +86+4.7% | Added |
| Summit Global Investments | 1,924 | $571.0K | 0.04% | −4,219−68.7% | Reduced |
| Keudell/Morrison Wealth Management | 1,927 | $571.9K | 0.15% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,931 | $573.1K | 0.36% | 00.0% | Unchanged |
| Independent Family Office, LLC | 1,932 | $573.4K | 0.30% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,939 | $575.4K | 0.06% | +39+2.1% | Added |
| Arcataur Capital Management LLC | 1,940 | $575.8K | 0.19% | −10−0.5% | Reduced |
| Whitener Capital Management, Inc. | 1,940 | $575.8K | 0.16% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,945 | $577.2K | 0.05% | −96−4.7% | Reduced |
| Wela Strategies, Inc. | 1,947 | $577.9K | 0.36% | +251+14.8% | Added |
| VisionPoint Advisory Group, LLC | 1,942 | $579.6K | 0.20% | −387−16.6% | Reduced |
| Good Life Advisors, LLC | 1,962 | $582.3K | 0.04% | +535+37.5% | Added |
| LaSalle St. Investment Advisors, LLC | 1,969 | $584.0K | 0.18% | −38−1.9% | Reduced |
| Herold Advisors, Inc. | 1,972 | $585.6K | 0.13% | +119+6.4% | Added |
| Allen Investment Management LLC | 1,976 | $586.5K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,979 | $587.2K | 0.07% | +496+33.4% | Added |
| TB Alternative Assets Ltd. | 1,985 | $589.1K | 0.15% | +1,985 | New |
| Moss Adams Wealth Advisors LLC | 1,988 | $589.9K | 0.06% | +66+3.4% | Added |
| LMCG Investments, LLC | 1,988 | $590.0K | 0.04% | +39+2.0% | Added |
| Prostatis Group LLC | 1,990 | $590.7K | 0.17% | −3,852−65.9% | Reduced |
| Greenland Capital Management LP | 2,000 | $593.6K | 0.12% | −1,045−34.3% | Reduced |
| Harbor Advisors LLC | 2,000 | $593.6K | 0.09% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $593.6K | 0.56% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 2,025 | $593.9K | 0.26% | +2,025 | New |
| Magnolia Capital Management Ltd | 2,000 | $594.0K | 0.47% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,005 | $595.1K | 0.22% | +29+1.5% | Added |
| Centiva Capital, LP | 2,010 | $596.5K | 0.02% | −10,473−83.9% | Reduced |
| Genesee Capital Advisors, LLC | 2,011 | $596.9K | 0.28% | +253+14.4% | Added |
| BridgePort Financial Solutions, LLC | 2,031 | $597.4K | 0.27% | +2,031 | New |
| ORBA Wealth Advisors, L.L.C. | 2,017 | $598.6K | 0.31% | +3+0.1% | Added |
| Capital Advisors Inc | 2,019 | $599.1K | 0.01% | −12−0.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,020 | $599.6K | 0.40% | +2,020 | New |
| KKM Financial LLC | 2,025 | $601.0K | 0.25% | 00.0% | Unchanged |
| Atala Financial Inc | 2,032 | $603.1K | 0.42% | +2,032 | New |
| Chapin Davis, Inc. | 2,227 | $603.9K | 0.20% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,040 | $605.5K | 0.05% | +105+5.4% | Added |
| Brown, Lisle/Cummings, Inc. | 2,047 | $607.5K | 0.18% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,049 | $608.1K | 0.14% | −35−1.7% | Reduced |
| Cypress Capital Group | 2,052 | $609.0K | 0.07% | −195−8.7% | Reduced |
| Pacitti Group Inc. | 2,055 | $610.0K | 0.29% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,056 | $610.2K | 0.09% | +120+6.2% | Added |
| Founders Financial Securities LLC | 2,057 | $610.4K | 0.06% | +28+1.4% | Added |
| Richards, Merrill & Peterson, Inc. | 2,057 | $610.6K | 0.32% | +2,057 | New |
| LM Advisors LLC | 2,058 | $611.0K | 0.11% | −10.0% | Reduced |
| Pure Financial Advisors, Inc. | 2,060 | $611.2K | 0.01% | +373+22.1% | Added |
| Thrive Wealth Management, LLC | 2,063 | $612.3K | 0.11% | −5−0.2% | Reduced |
| Precedent Wealth Partners, LLC | 2,064 | $612.6K | 0.20% | +43+2.1% | Added |
| Legacy Capital Group California, Inc. | 2,068 | $613.8K | 0.19% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 2,070 | $614.0K | 0.05% | 00.0% | Unchanged |
| Aries Wealth Management | 2,073 | $615.2K | 0.17% | −1,580−43.3% | Reduced |
| Horizon Wealth Management, LLC | 2,074 | $615.6K | 0.11% | +10.0% | Added |
| Aberdeen Wealth Management LLC | 2,076 | $616.1K | 0.42% | −35−1.7% | Reduced |
| MONECO Advisors, LLC | 2,076 | $616.1K | 0.07% | +484+30.4% | Added |
| HCR Wealth Advisors | 2,078 | $616.7K | 0.08% | +3+0.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,094 | $621.2K | 0.43% | +2,094 | New |
| Claro Advisors LLC | 2,093 | $621.3K | 0.08% | −116−5.3% | Reduced |
| Waters Parkerson & Co., LLC | 2,095 | $621.8K | 0.03% | −8−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 2,095 | $621.8K | 0.03% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,097 | $622.3K | 0.36% | +27+1.3% | Added |
| Security National Bank of So Dak | 2,100 | $623.3K | 0.35% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,100 | $623.3K | 0.63% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,076 | $623.6K | 0.22% | +58+2.9% | Added |
| Rossmore Private Capital | 2,104 | $624.4K | 0.08% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 2,106 | $625.1K | 0.30% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,110 | $626.1K | 0.04% | +382+22.1% | Added |
| Philip James Wealth Mangement, LLC | 2,112 | $626.8K | 0.08% | +12+0.6% | Added |
| Delta Investment Management, LLC | 2,114 | $627.4K | 0.12% | −234−10.0% | Reduced |
| Adirondack Trust Co | 2,119 | $628.9K | 0.24% | −29−1.4% | Reduced |
| Howland Capital Management LLC | 2,133 | $633.1K | 0.03% | +7+0.3% | Added |
| Wealth Architects, LLC | 2,135 | $633.7K | 0.07% | −69−3.1% | Reduced |
| Signature Wealth Management Partners, LLC | 2,136 | $633.9K | 0.44% | −35−1.6% | Reduced |
| Opal Wealth Advisors, LLC | 2,142 | $635.7K | 0.19% | +33+1.6% | Added |
| Phoenix Wealth Advisors | 2,143 | $636.0K | 0.28% | −46−2.1% | Reduced |
| Addison Capital Co | 2,144 | $636.3K | 0.25% | −35−1.6% | Reduced |
| Clarendon Private LLC | 2,145 | $636.6K | 0.67% | +2,145 | New |
| Carnegie Capital Asset Management, LLC | 2,147 | $637.2K | 0.02% | −715−25.0% | Reduced |
| Enterprise Financial Services Corp | 2,149 | $637.8K | 0.35% | +49+2.3% | Added |
| Signature Estate & Investment Advisors LLC | 2,156 | $639.9K | 0.02% | −439−16.9% | Reduced |
| Yarbrough Capital, LLC | 2,161 | $641.4K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,164 | $642.3K | 0.06% | −36−1.6% | Reduced |
| Keel Point, LLC | 2,166 | $643.0K | 0.05% | +127+6.2% | Added |
| Coign Capital Advisors LLC | 2,171 | $644.3K | 0.59% | +2,171 | New |
| Soltis Investment Advisors LLC | 2,178 | $646.4K | 0.06% | −148−6.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,178 | $646.4K | 0.09% | +47+2.2% | Added |
| Hazlett, Burt & Watson, Inc. | 2,199 | $651.0K | 0.29% | +46+2.1% | Added |
| Merriman Wealth Management, LLC | 2,194 | $651.3K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,202 | $653.5K | 0.05% | +202+10.1% | Added |
| Aviso Wealth Management | 2,208 | $655.4K | 0.33% | +13+0.6% | Added |
| Crumly & Associates Inc. | 2,210 | $655.9K | 0.18% | −52−2.3% | Reduced |