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 |
|---|---|---|---|---|---|
| Sunburst Financial Group, LLC | 2,212 | $656.5K | 0.16% | 00.0% | Unchanged |
| Alteri Wealth LLC | 2,218 | $658.2K | 0.18% | +2,218 | New |
| Claris Advisors, LLC | 2,218 | $658.2K | 0.25% | +1,177+113.1% | Added |
| Partnership Wealth Management, LLC | 2,226 | $660.6K | 0.55% | −11−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,231 | $662.2K | 0.00% | +18+0.8% | Added |
| Lavaca Capital LLC | 2,235 | $663.3K | 0.29% | +4+0.2% | Added |
| Landscape Capital Management, L.L.C. | 2,238 | $664.2K | 0.07% | −2,096−48.4% | Reduced |
| Wisconsin Wealth Advisors, LLC | 2,240 | $664.8K | 0.98% | +2,240 | New |
| Quantum Private Wealth, LLC | 2,240 | $664.8K | 0.21% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,243 | $665.7K | 0.42% | +359+19.1% | Added |
| Dechtman Wealth Management, LLC | 2,244 | $666.1K | 0.13% | +5+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,246 | $666.6K | 0.05% | −394−14.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,247 | $666.9K | 0.09% | −59−2.6% | Reduced |
| Birch Hill Investment Advisors LLC | 2,250 | $667.8K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 2,256 | $669.6K | 0.04% | −128−5.4% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $670.4K | 0.26% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 2,261 | $671.0K | 0.15% | 00.0% | Unchanged |
| Apexium Financial, LP | 2,268 | $673.1K | 0.04% | +1,207+113.8% | Added |
| Princeton Global Asset Management LLC | 2,269 | $673.5K | 0.13% | −281−11.0% | Reduced |
| Arista Wealth Management, LLC | 2,275 | $675.1K | 0.16% | +37+1.7% | Added |
| Tiemann Investment Advisors, LLC | 2,284 | $677.9K | 0.30% | −167−6.8% | Reduced |
| Silver Lake Advisory, LLC | 2,285 | $678.3K | 0.30% | −37−1.6% | Reduced |
| Acropolis Investment Management, LLC | 2,302 | $683.2K | 0.04% | −52−2.2% | Reduced |
| Mechanics Bank Trust Department | 2,306 | $684.4K | 0.09% | −364−13.6% | Reduced |
| Umpqua Bank | 2,284 | $686.0K | 0.24% | +43+1.9% | Added |
| Physicians Financial Services, Inc. | 2,320 | $689.0K | 0.21% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,323 | $689.6K | 0.27% | −113−4.6% | Reduced |
| Moser Wealth Advisors, LLC | 2,326 | $690.3K | 0.36% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $693.9K | 0.10% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 2,353 | $698.3K | 0.30% | −17−0.7% | Reduced |
| Regatta Capital Group, LLC | 2,356 | $699.2K | 0.14% | −104−4.2% | Reduced |
| Quantum Financial Advisors, LLC | 2,358 | $699.7K | 0.11% | −910−27.8% | Reduced |
| Savvy Advisors, Inc. | 2,358 | $699.9K | 0.08% | +493+26.4% | Added |
| Miller Financial Services LLC | 2,360 | $700.4K | 0.59% | +2,360 | New |
| Quotient Wealth Partners, LLC | 2,364 | $701.7K | 0.02% | +327+16.1% | Added |
| Cooper Financial Group | 2,370 | $703.4K | 0.08% | +663+38.8% | Added |
| Breakwater Capital Group | 2,372 | $704.0K | 0.14% | −73−3.0% | Reduced |
| Monetary Management Group Inc | 2,375 | $704.9K | 0.18% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,376 | $705.3K | 0.16% | −98−4.0% | Reduced |
| Weaver Consulting Group | 2,378 | $705.8K | 0.22% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,379 | $706.0K | 0.04% | +29+1.2% | Added |
| Cyndeo Wealth Partners, LLC | 2,383 | $707.3K | 0.05% | +99+4.3% | Added |
| Sharkey, Howes & Javer | 2,386 | $708.2K | 0.10% | +49+2.1% | Added |
| Westbourne Investment Advisors, Inc. | 2,398 | $712.0K | 0.24% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,400 | $712.3K | 0.20% | −1,700−41.5% | Reduced |
| Holowesko Partners Ltd. | 2,400 | $712.3K | 0.33% | −1,200−33.3% | Reduced |
| Confluence Investment Management LLC | 2,400 | $712.3K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $712.3K | 0.46% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $714.1K | 0.10% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 2,410 | $715.2K | 0.28% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,416 | $717.0K | 0.35% | +90+3.9% | Added |
| Ballast Advisors LLC | 2,417 | $717.3K | 0.22% | +52+2.2% | Added |
| MWA Asset Management | 2,418 | $717.7K | 0.48% | −38−1.5% | Reduced |
| Waddell & Associates, LLC | 2,436 | $723.0K | 0.07% | +400+19.6% | Added |
| Childress Capital Advisors, LLC | 2,438 | $723.7K | 0.20% | +31+1.3% | Added |
| Williamson Legacy Group, LLC | 2,449 | $726.8K | 0.48% | +2,449 | New |
| Trillium Asset Management, LLC | 2,449 | $727.0K | 0.02% | +35+1.4% | Added |
| Millstone Evans Group, LLC | 2,462 | $730.7K | 0.50% | +2,462 | New |
| Money Concepts Capital Corp | 2,466 | $731.8K | 0.05% | +1,255+103.6% | Added |
| Guided Capital Wealth Management, LLC | 2,470 | $733.1K | 0.67% | +2,470 | New |
| DT Investment Partners, LLC | 2,475 | $734.6K | 0.06% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,477 | $735.0K | 0.19% | +76+3.2% | Added |
| Stonebridge Capital Advisors LLC | 2,478 | $735.6K | 0.06% | +55+2.3% | Added |
| Washington Trust Bank | 2,482 | $736.6K | 0.07% | +750+43.3% | Added |
| Auxano Advisors, LLC | 2,484 | $737.1K | 0.19% | +50+2.1% | Added |
| Sage Capital Management, LLC | 2,494 | $740.2K | 0.37% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 2,496 | $740.8K | 0.59% | −24−1.0% | Reduced |
| Accurate Wealth Management, LLC | 2,527 | $741.6K | 0.14% | +292+13.1% | Added |
| TCG Advisory Services, LLC | 2,500 | $742.0K | 0.03% | +185+8.0% | Added |
| Ecofi Investissements SA | 2,700 | $742.4K | 0.46% | +500+22.7% | Added |
| Sunbelt Securities, Inc. | 2,500 | $743.3K | 0.07% | +234+10.3% | Added |
| Palogic Value Management, L.P. | 2,506 | $743.8K | 0.30% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,508 | $744.4K | 0.12% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,508 | $744.4K | 0.03% | +350+16.2% | Added |
| Avantax Planning Partners, Inc. | 2,519 | $747.7K | 0.03% | −202−7.4% | Reduced |
| Burt Wealth Advisors | 2,521 | $748.2K | 0.19% | +6+0.2% | Added |
| ASB Consultores, LLC | 2,526 | $749.7K | 0.31% | −203−7.4% | Reduced |
| Catalyst Financial Partners LLC | 2,527 | $750.0K | 0.14% | +43+1.7% | Added |
| Athena Investment Management | 2,536 | $752.7K | 0.44% | −91−3.5% | Reduced |
| Accredited Investor Services, LLC | 2,553 | $757.7K | 0.61% | +2,553 | New |
| McLean Asset Management Corp | 2,554 | $758.1K | 0.23% | +142+5.9% | Added |
| Channel Wealth LLC | 2,556 | $758.6K | 0.25% | −16−0.6% | Reduced |
| First City Capital Management, Inc. | 2,557 | $758.9K | 0.40% | −25−1.0% | Reduced |
| Sippican Capital Advisors | 2,559 | $759.5K | 0.55% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,569 | $762.5K | 0.69% | −46−1.8% | Reduced |
| SkyView Investment Advisors, LLC | 2,570 | $763.0K | 0.12% | +147+6.1% | Added |
| Outfitter Financial LLC | 2,575 | $764.2K | 0.61% | −50−1.9% | Reduced |
| OneAscent Financial Services LLC | 2,577 | $765.0K | 0.07% | +1,110+75.7% | Added |
| Pioneer Trust Bank N A | 2,600 | $771.7K | 0.19% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,600 | $771.7K | 0.14% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,601 | $772.1K | 0.08% | −2−0.1% | Reduced |
| Pathway Financial Advisers, LLC | 2,609 | $774.1K | 0.26% | +93+3.7% | Added |
| GTS Securities LLC | 2,611 | $774.9K | 0.04% | −3,369−56.3% | Reduced |
| Cidel Asset Management Inc | 2,618 | $777.0K | 0.05% | −341−11.5% | Reduced |
| Marietta Investment Partners LLC | 2,623 | $778.5K | 0.17% | −152−5.5% | Reduced |
| Strive Asset Management, LLC | 2,632 | $781.2K | 0.59% | +2,632 | New |
| Pictet & Cie (Europe) SA | 2,633 | $781.4K | 0.02% | +525+24.9% | Added |
| Custom Index Systems, LLC | 2,634 | $781.7K | 0.42% | −39−1.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,637 | $782.5K | 0.19% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2,658 | $788.9K | 0.31% | 00.0% | Unchanged |