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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Adviser L.P. | 3,910 | $1.16M | 0.08% | −68−1.7% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $1.16M | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,914 | $1.16M | 0.21% | +2,857+270.3% | Added |
| Golden State Wealth Management, LLC | 3,923 | $1.16M | 0.17% | +3,923 | New |
| Brooks, Moore & Associates, Inc. | 3,923 | $1.16M | 0.69% | −250−6.0% | Reduced |
| West Coast Financial LLC | 3,949 | $1.17M | 0.13% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,989 | $1.18M | 0.08% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,990 | $1.18M | 0.61% | 00.0% | Unchanged |
| Solitude Financial Services | 3,993 | $1.19M | 0.52% | −257−6.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,374 | $1.19M | 0.51% | 00.0% | Unchanged |
| Ulysses Management LLC | 4,000 | $1.19M | 0.28% | +4,000 | New |
| Moment Partners, LLC | 4,004 | $1.19M | 0.23% | +4,004 | New |
| Boston Financial Mangement LLC | 4,007 | $1.19M | 0.04% | +34+0.9% | Added |
| First Affirmative Financial Network | 4,015 | $1.19M | 0.69% | +28+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 4,016 | $1.19M | 0.29% | −10−0.2% | Reduced |
| Essex Financial Services, Inc. | 4,028 | $1.20M | 0.08% | +124+3.2% | Added |
| Winebrenner Capital Management LLC | 4,037 | $1.20M | 0.92% | +4,037 | New |
| Morse Asset Management, Inc | 4,040 | $1.20M | 0.27% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,041 | $1.20M | 0.18% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,042 | $1.20M | 0.07% | +13+0.3% | Added |
| Sunflower Bank, N.A. | 4,054 | $1.20M | 0.33% | +35+0.9% | Added |
| Marcum Wealth, LLC | 4,060 | $1.20M | 0.10% | +313+8.4% | Added |
| Essex Investment Management Co LLC | 4,082 | $1.21M | 0.22% | −66−1.6% | Reduced |
| Souders Financial Advisors | 4,088 | $1.21M | 0.17% | +296+7.8% | Added |
| CWA Asset Management Group, LLC | 4,098 | $1.22M | 0.06% | −127−3.0% | Reduced |
| Bayview Asset Management, LLC | 4,125 | $1.22M | 1.60% | +4,125 | New |
| Graypoint LLC | 4,141 | $1.23M | 0.07% | +41+1.0% | Added |
| Benin Management CORP | 4,146 | $1.23M | 0.34% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,146 | $1.23M | 0.18% | −19−0.5% | Reduced |
| Amarillo National Bank | 4,156 | $1.23M | 0.23% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,213 | $1.24M | 0.07% | −1,290−23.4% | Reduced |
| Prairie Sky Financial Group LLC | 4,181 | $1.24M | 0.76% | 00.0% | Unchanged |
| Promethium Advisors,llc | 4,201 | $1.25M | 0.85% | −25−0.6% | Reduced |
| Fortis Capital Advisors, LLC | 4,827 | $1.25M | 0.43% | −98−2.0% | Reduced |
| InvesTrust | 4,200 | $1.25M | 0.35% | +4,200 | New |
| Orleans Capital Management Corp | 4,035 | $1.25M | 0.70% | −280−6.5% | Reduced |
| Conning Inc. | 4,218 | $1.25M | 0.04% | −242−5.4% | Reduced |
| Wellington Shields & Co., LLC | 4,220 | $1.25M | 0.38% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,226 | $1.25M | 0.15% | +152+3.7% | Added |
| Virtus ETF Advisers LLC | 4,244 | $1.26M | 0.51% | +643+17.9% | Added |
| Atlas Brown,Inc. | 4,256 | $1.26M | 0.43% | +7+0.2% | Added |
| Ervin Investment Management, LLC | 4,266 | $1.27M | 0.82% | −125−2.8% | Reduced |
| DRW Securities, LLC | 4,290 | $1.27M | 0.09% | +2,878+203.8% | Added |
| SRN Advisors, LLC | 4,290 | $1.27M | 1.13% | +1,300+43.5% | Added |
| American Trust | 4,295 | $1.27M | 0.10% | −437−9.2% | Reduced |
| Schulhoff & Co Inc | 4,300 | $1.28M | 0.57% | −70−1.6% | Reduced |
| United Asset Strategies, Inc. | 4,302 | $1.28M | 0.12% | −76−1.7% | Reduced |
| Lyell Wealth Management, LP | 4,305 | $1.28M | 0.11% | +100+2.4% | Added |
| IFG Advisors, LLC | 4,306 | $1.28M | 0.25% | −136−3.1% | Reduced |
| Accredited Investors Inc. | 4,327 | $1.28M | 0.08% | −199−4.4% | Reduced |
| Salem Investment Counselors Inc | 4,334 | $1.29M | 0.04% | +147+3.5% | Added |
| Verus Capital Partners, LLC | 4,339 | $1.29M | 0.12% | −185−4.1% | Reduced |
| Guardian Investment Management | 4,342 | $1.29M | 0.94% | −25−0.6% | Reduced |
| Sage Rhino Capital LLC | 4,356 | $1.29M | 0.28% | −97−2.2% | Reduced |
| Red Door Wealth Management, LLC | 4,367 | $1.30M | 0.20% | +31+0.7% | Added |
| Proathlete Wealth Management LLC | 4,374 | $1.30M | 0.49% | +55+1.3% | Added |
| Mraz, Amerine & Associates, Inc. | 4,384 | $1.30M | 0.23% | −497−10.2% | Reduced |
| Everhart Financial Group, Inc. | 4,393 | $1.30M | 0.27% | +966+28.2% | Added |
| Koshinski Asset Management, Inc. | 4,394 | $1.30M | 0.11% | −60−1.3% | Reduced |
| Magnus Financial Group LLC | 4,398 | $1.31M | 0.13% | −149−3.3% | Reduced |
| Cubist Systematic Strategies, LLC | 4,400 | $1.31M | 0.02% | +4,400 | New |
| Sage Mountain Advisors LLC | 4,403 | $1.31M | 0.10% | +778+21.5% | Added |
| Resources Management Corp | 4,405 | $1.31M | 0.18% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,412 | $1.31M | 0.09% | −53−1.2% | Reduced |
| Griffith & Werner, Inc. | 4,418 | $1.31M | 0.87% | +4,418 | New |
| Delta Financial Group, Inc. | 4,425 | $1.31M | 0.31% | +16+0.4% | Added |
| American National Bank | 4,428 | $1.31M | 0.15% | +300+7.3% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,432 | $1.32M | 0.24% | −22−0.5% | Reduced |
| Byrne Asset Management LLC | 4,434 | $1.32M | 0.94% | −156−3.4% | Reduced |
| Papp L Roy & Associates | 4,500 | $1.34M | 0.16% | −200−4.3% | Reduced |
| U S Global Investors Inc | 4,500 | $1.34M | 0.13% | +1,000+28.6% | Added |
| Edgestream Partners, L.P. | 4,512 | $1.34M | 0.06% | −2,870−38.9% | Reduced |
| Gen-Wealth Partners Inc | 4,517 | $1.34M | 0.58% | −450−9.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,522 | $1.34M | 0.07% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 4,376 | $1.35M | 0.55% | −186−4.1% | Reduced |
| Moloney Securities Asset Management, LLC | 4,536 | $1.35M | 0.18% | −262−5.5% | Reduced |
| Premier Path Wealth Partners, LLC | 4,538 | $1.35M | 0.21% | +7+0.2% | Added |
| Tufton Capital Management | 4,560 | $1.35M | 0.26% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 4,571 | $1.36M | 0.39% | −20−0.4% | Reduced |
| Caxton Associates LP | 4,575 | $1.36M | 0.04% | +4,575 | New |
| Evelyn Partners Investment Management LLP | 4,584 | $1.36M | 0.04% | +4,584 | New |
| First Command Advisory Services, Inc. | 4,587 | $1.36M | 0.01% | −45−1.0% | Reduced |
| NWK Group, Inc. | 4,588 | $1.36M | 0.53% | −113−2.4% | Reduced |
| Sentry LLC | 4,591 | $1.36M | 0.27% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,597 | $1.36M | 0.35% | −1,010−18.0% | Reduced |
| Advisors Capital Management, LLC | 4,601 | $1.37M | 0.02% | +175+4.0% | Added |
| BigSur Wealth Management LLC | 4,603 | $1.37M | 0.39% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,621 | $1.37M | 0.35% | −49−1.0% | Reduced |
| TCI Wealth Advisors, Inc. | 4,627 | $1.37M | 0.11% | +14+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 4,630 | $1.37M | 0.11% | +956+26.0% | Added |
| Barden Capital Management, Inc. | 4,635 | $1.38M | 1.18% | −24−0.5% | Reduced |
| Baldwin Investment Management, LLC | 4,637 | $1.38M | 0.18% | +427+10.1% | Added |
| Aventura Private Wealth, LLC | 4,640 | $1.38M | 0.74% | +4,640 | New |
| Pflug Koory, LLC | 4,644 | $1.38M | 0.70% | −35−0.7% | Reduced |
| Aspire Private Capital, LLC | 4,649 | $1.38M | 0.34% | +124+2.7% | Added |
| Beacon Investment Advisory Services, Inc. | 4,651 | $1.38M | 0.06% | −316−6.4% | Reduced |
| Bedel Financial Consulting, Inc. | 4,333 | $1.39M | 0.19% | −7−0.2% | Reduced |
| North Star Investment Management Corp. | 4,685 | $1.39M | 0.10% | +10.0% | Added |
| Argentarii, LLC | 4,702 | $1.40M | 0.70% | +4,702 | New |
| Ignite Planners, LLC | 4,634 | $1.40M | 0.31% | +32+0.7% | Added |