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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Advisors | 2,665 | $791.0K | 0.11% | +4+0.2% | Added |
| Founders Financial Alliance, LLC | 2,669 | $792.1K | 0.22% | +107+4.2% | Added |
| Castleark Management LLC | 2,675 | $793.9K | 0.03% | −27,230−91.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,683 | $796.3K | 0.10% | −100−3.6% | Reduced |
| Tritonpoint Wealth, LLC | 2,684 | $796.6K | 0.07% | +20+0.8% | Added |
| Triangle Securities Wealth Management | 2,687 | $797.5K | 0.20% | −23−0.8% | Reduced |
| Meeder Asset Management Inc | 2,698 | $800.7K | 0.06% | −30,572−91.9% | Reduced |
| Arrow Financial Corp | 2,698 | $800.7K | 0.08% | −91−3.3% | Reduced |
| PFC Capital Group, Inc. | 2,700 | $801.0K | 0.39% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,704 | $802.0K | 0.12% | +180+7.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,706 | $803.1K | 0.39% | +45+1.7% | Added |
| Numerai GP LLC | 2,715 | $805.8K | 0.22% | −1,050−27.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,721 | $808.0K | 0.34% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,723 | $808.1K | 0.46% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,727 | $809.2K | 0.06% | +21+0.8% | Added |
| Millington Financial Advisors, LLC | 2,557 | $809.4K | 0.47% | −170−6.2% | Reduced |
| Inceptionr LLC | 2,729 | $809.9K | 0.18% | −994−26.7% | Reduced |
| Nilsine Partners, LLC | 2,730 | $810.2K | 0.09% | +134+5.2% | Added |
| Twin Lakes Capital Management, LLC | 2,733 | $811.1K | 0.52% | −181−6.2% | Reduced |
| Borer Denton & Associates, Inc. | 2,737 | $812.3K | 0.28% | −50−1.8% | Reduced |
| Kane Investment Management, Inc. | 2,753 | $817.1K | 0.46% | +2,753 | New |
| Union Savings Bank | 2,754 | $817.3K | 0.40% | −68−2.4% | Reduced |
| Indiana Trust & Investment Management CO | 2,762 | $819.7K | 0.28% | −80−2.8% | Reduced |
| Beach Investment Counsel Inc | 2,775 | $824.0K | 0.11% | −4,085−59.5% | Reduced |
| Bank Hapoalim BM | 2,778 | $824.0K | 0.13% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,788 | $827.5K | 0.29% | +21+0.8% | Added |
| Guardian Wealth Advisors, LLC | 2,795 | $829.5K | 0.07% | +42+1.5% | Added |
| Kearns & Associates LLC | 2,800 | $831.0K | 0.54% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $831.0K | 0.48% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $831.6K | 0.11% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,803 | $831.9K | 0.21% | +2,803 | New |
| Yoffe Investment Management, LLC | 2,804 | $832.2K | 1.24% | +2,804 | New |
| Hager Investment Management Services, LLC | 2,805 | $832.5K | 0.52% | +2,805 | New |
| CoreFirst Bank & Trust | 2,808 | $833.4K | 0.50% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,812 | $834.6K | 0.13% | −1,218−30.2% | Reduced |
| Union Bancaire Privee, UBP SA | 2,776 | $835.2K | 0.01% | +2,776 | New |
| Banco Santander, S.A. | 2,834 | $841.1K | 0.01% | −67,667−96.0% | Reduced |
| Legal Advantage Investments, Inc. | 2,850 | $845.9K | 0.45% | −50−1.7% | Reduced |
| Bristol John W & Co Inc | 2,851 | $846.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,852 | $846.4K | 0.05% | +847+42.2% | Added |
| Westmount Partners, LLC | 2,852 | $846.5K | 0.26% | −239−7.7% | Reduced |
| Blueprint Investment Partners LLC | 2,860 | $848.9K | 0.13% | +1,572+122.0% | Added |
| Hobbs Group Advisors, LLC | 2,863 | $849.7K | 0.32% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,864 | $850.0K | 0.09% | −200−6.5% | Reduced |
| VeraBank, N.A. | 2,866 | $850.6K | 0.24% | +18+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 2,905 | $862.3K | 0.06% | −773−21.0% | Reduced |
| Cambridge Advisors Inc. | 2,910 | $863.7K | 0.19% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,912 | $864.3K | 0.15% | +3+0.1% | Added |
| Green Harvest Asset Management LLC | 2,912 | $864.4K | 0.02% | −1,634−35.9% | Reduced |
| MFA Wealth Services | 2,925 | $868.2K | 0.70% | +2,925 | New |
| SPC Financial, Inc. | 2,929 | $869.2K | 0.08% | +30+1.0% | Added |
| Centennial Bank | 2,931 | $869.9K | 0.41% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,935 | $871.0K | 0.05% | +49+1.7% | Added |
| Essex Savings Bank | 2,948 | $874.9K | 0.22% | +48+1.7% | Added |
| Hendley & Co Inc | 2,950 | $876.0K | 0.31% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,964 | $879.7K | 0.08% | +466+18.7% | Added |
| Capital Advantage, Inc. | 2,965 | $880.0K | 0.16% | +2,965 | New |
| PDS Planning, Inc | 2,967 | $880.5K | 0.08% | +38+1.3% | Added |
| Purus Wealth Management, LLC | 2,972 | $882.0K | 0.35% | −83−2.7% | Reduced |
| Portside Wealth Group, LLC | 2,977 | $883.5K | 0.15% | −53−1.7% | Reduced |
| Unified Investment Management | 2,986 | $886.2K | 1.01% | +2,986 | New |
| Outlook Wealth Advisors, LLC | 2,993 | $888.4K | 0.26% | +19+0.6% | Added |
| ICONIQ Capital, LLC | 2,996 | $889.2K | 0.01% | +1,505+100.9% | Added |
| Catalyst Funds Management Pty Ltd | 3,000 | $890.4K | 0.22% | −3,800−55.9% | Reduced |
| Acima Private Wealth, LLC | 3,000 | $890.4K | 0.30% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $890.4K | 0.35% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 3,000 | $890.4K | 0.88% | +3,000 | New |
| Linscomb & Williams, Inc. | 3,003 | $891.3K | 0.04% | −36−1.2% | Reduced |
| StoneX Group Inc. | 3,010 | $893.4K | 0.05% | +1,393+86.1% | Added |
| Lewis Asset Management, LLC | 3,017 | $895.4K | 0.68% | −232−7.1% | Reduced |
| Scissortail Wealth Management, LLC | 3,017 | $895.4K | 0.23% | +3,014+100,466.7% | Added |
| Knightsbridge Asset Management, LLC | 3,021 | $896.5K | 0.21% | −384−11.3% | Reduced |
| LongView Wealth Management | 3,021 | $896.5K | 0.27% | +10+0.3% | Added |
| Hanson & Doremus Investment Management | 3,026 | $898.0K | 0.14% | +314+11.6% | Added |
| Simon Quick Advisors, LLC | 3,028 | $898.6K | 0.05% | +566+23.0% | Added |
| Reynders McVeigh Capital Management, LLC | 3,029 | $899.0K | 0.05% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 3,038 | $901.6K | 0.25% | +351+13.1% | Added |
| Embree Financial Group | 3,038 | $901.8K | 0.15% | +4+0.1% | Added |
| Great Valley Advisor Group, Inc. | 3,038 | $901.9K | 0.02% | +35+1.2% | Added |
| Harbour Investment Management LLC | 3,050 | $905.2K | 0.40% | +511+20.1% | Added |
| Shufro Rose & Co LLC | 3,063 | $909.1K | 0.07% | +358+13.2% | Added |
| Basepoint Wealth LLC | 3,064 | $909.3K | 0.72% | −303−9.0% | Reduced |
| Tradition Wealth Management, LLC | 3,071 | $911.4K | 0.08% | +94+3.2% | Added |
| Exchange Bank | 3,076 | $912.9K | 0.73% | +41+1.4% | Added |
| Legacy Financial Advisors, Inc. | 3,084 | $915.2K | 0.15% | +319+11.5% | Added |
| Chapman Financial Group, LLC | 3,090 | $917.1K | 0.74% | +3,090 | New |
| Ridgewood Investments LLC | 3,093 | $918.0K | 0.44% | +7+0.2% | Added |
| Clean Yield Group | 3,095 | $918.6K | 0.29% | −40−1.3% | Reduced |
| Continuum Advisory, LLC | 3,102 | $920.7K | 0.12% | +249+8.7% | Added |
| SignalPoint Asset Management, LLC | 3,120 | $925.8K | 0.23% | −28−0.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,130 | $929.0K | 0.04% | +285+10.0% | Added |
| Old Mission Investment Co LLC | 3,136 | $930.6K | 0.28% | +4+0.1% | Added |
| MJP Associates Inc | 3,142 | $932.6K | 0.17% | +1,867+146.4% | Added |
| Eagle Ridge Investment Management | 3,148 | $934.3K | 0.08% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,165 | $939.0K | 0.89% | −277−8.0% | Reduced |
| Clarius Group, LLC | 3,179 | $943.5K | 0.06% | −700−18.0% | Reduced |
| Matrix Asset Advisors Inc | 3,187 | $945.9K | 0.10% | −25−0.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,196 | $948.5K | 0.03% | +3,196 | New |
| US Asset Management LLC | 3,200 | $950.0K | 0.85% | −136−4.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,203 | $950.6K | 0.17% | +1,000+45.4% | Added |