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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 4,739 | $1.41M | 0.54% | −2,581−35.3% | Reduced |
| Muirfield Wealth Advisors LLC | 4,742 | $1.41M | 1.16% | +12+0.3% | Added |
| Chicago Partners Investment Group LLC | 4,671 | $1.41M | 0.05% | +92+2.0% | Added |
| PFG Investments, LLC | 5,679 | $1.42M | 0.09% | −570−9.1% | Reduced |
| Boyar Asset Management Inc. | 4,785 | $1.42M | 0.94% | 00.0% | Unchanged |
| Leisure Capital Management | 4,798 | $1.42M | 0.56% | −10.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,821 | $1.43M | 0.83% | −84−1.7% | Reduced |
| IFP Advisors, Inc | 4,836 | $1.44M | 0.05% | −3,156−39.5% | Reduced |
| Hall Capital Management Co Inc | 4,877 | $1.45M | 0.68% | +4,877 | New |
| Minot DeBlois Advisors LLC | 4,878 | $1.45M | 1.32% | +4,878 | New |
| Wesbanco Bank Inc | 4,883 | $1.45M | 0.05% | +705+16.9% | Added |
| Modern Wealth Management, LLC | 4,886 | $1.45M | 0.05% | +842+20.8% | Added |
| Levin Capital Strategies, L.P. | 4,916 | $1.46M | 0.14% | 00.0% | Unchanged |
| RNC Capital Management LLC | 4,931 | $1.46M | 0.08% | −497−9.2% | Reduced |
| Wealthcare Advisory Partners LLC | 4,931 | $1.46M | 0.04% | +133+2.8% | Added |
| Wealth Alliance | 4,932 | $1.46M | 0.18% | −134−2.6% | Reduced |
| Garde Capital, Inc. | 4,986 | $1.48M | 0.10% | +148+3.1% | Added |
| Washington Trust Co | 4,995 | $1.48M | 0.05% | +347+7.5% | Added |
| Spirit of America Management Corp | 5,000 | $1.48M | 0.30% | 00.0% | Unchanged |
| Canopy Partners, LLC | 5,056 | $1.50M | 0.57% | +579+12.9% | Added |
| PFG Advisors | 5,060 | $1.50M | 0.09% | −149−2.9% | Reduced |
| Carr Financial Group Corp | 5,063 | $1.50M | 0.47% | −401−7.3% | Reduced |
| Confluence Wealth Services, Inc. | 4,612 | $1.50M | 0.10% | 00.0% | Unchanged |
| Bradyco, Inc. | 5,074 | $1.51M | 0.93% | +5,074 | New |
| Harbor Investment Advisory, LLC | 5,074 | $1.51M | 0.14% | +83+1.7% | Added |
| WealthTrust Axiom LLC | 5,083 | $1.51M | 0.45% | −18−0.4% | Reduced |
| Strategic Investment Advisors | 5,105 | $1.52M | 0.16% | −354−6.5% | Reduced |
| Patten & Patten Inc | 5,109 | $1.52M | 0.10% | +147+3.0% | Added |
| Sterling Wealth Management, Inc. | 5,128 | $1.52M | 0.56% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,139 | $1.53M | 0.05% | +338+7.0% | Added |
| Profit Investment Management, LLC | 5,142 | $1.53M | 1.22% | −138−2.6% | Reduced |
| Legacy Advisors, LLC | 5,146 | $1.53M | 0.15% | +120+2.4% | Added |
| AXS Investments LLC | 5,150 | $1.53M | 0.43% | −586−10.2% | Reduced |
| Orrstown Financial Services Inc | 5,158 | $1.53M | 0.41% | +685+15.3% | Added |
| Pecaut & Co. | 5,169 | $1.53M | 0.53% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,172 | $1.53M | 0.06% | +170+3.4% | Added |
| Vectors Research Management, LLC | 5,189 | $1.54M | 0.52% | 00.0% | Unchanged |
| Factorial Partners, LLC | 5,200 | $1.54M | 0.89% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,206 | $1.54M | 0.81% | −74−1.4% | Reduced |
| Woodstock Corp | 5,215 | $1.55M | 0.15% | −359−6.4% | Reduced |
| Ramirez Asset Management, Inc. | 5,220 | $1.55M | 0.31% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 5,224 | $1.55M | 0.18% | −210−3.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,224 | $1.55M | 1.37% | −100−1.9% | Reduced |
| Sapient Capital LLC | 5,252 | $1.56M | 0.03% | +574+12.3% | Added |
| Lebenthal Global Advisors, LLC | 5,269 | $1.56M | 0.29% | −61−1.1% | Reduced |
| Spinnaker Trust | 5,289 | $1.57M | 0.10% | −150−2.8% | Reduced |
| Paragon Private Wealth Management, LLC | 5,296 | $1.57M | 0.73% | +180+3.5% | Added |
| Farther Finance Advisors, LLC | 5,301 | $1.57M | 0.06% | −604−10.2% | Reduced |
| Norden Group LLC | 5,311 | $1.58M | 0.18% | −15,328−74.3% | Reduced |
| Advisor OS, LLC | 5,323 | $1.58M | 0.18% | +2,094+64.8% | Added |
| 44 Wealth Management LLC | 5,325 | $1.58M | 0.61% | −570−9.7% | Reduced |
| Cypress Wealth Services, LLC | 5,332 | $1.58M | 0.32% | −10−0.2% | Reduced |
| Avestar Capital, LLC | 5,334 | $1.58M | 0.14% | +448+9.2% | Added |
| Strategic Advisors LLC | 5,356 | $1.59M | 0.29% | +1,702+46.6% | Added |
| NBZ Investment Advisors LLC | 5,359 | $1.59M | 0.89% | +5,359 | New |
| Syon Capital LLC | 5,394 | $1.60M | 0.14% | −173−3.1% | Reduced |
| Sirios Capital Management L P | 5,399 | $1.60M | 0.29% | −178−3.2% | Reduced |
| First Dallas Securities Inc. | 5,412 | $1.61M | 0.65% | −3,284−37.8% | Reduced |
| Harbour Investments, Inc. | 5,420 | $1.61M | 0.05% | +118+2.2% | Added |
| Ameritas Investment Partners, Inc. | 5,422 | $1.61M | 0.05% | −267−4.7% | Reduced |
| Atomi Financial Group, Inc. | 5,435 | $1.61M | 0.08% | +846+18.4% | Added |
| Simmons Bank | 5,446 | $1.62M | 0.12% | −123−2.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,464 | $1.62M | 0.31% | +6+0.1% | Added |
| Laurel Wealth Advisors LLC | 5,491 | $1.63M | 0.25% | −30−0.5% | Reduced |
| Highview Capital Management LLC | 5,492 | $1.63M | 0.63% | −42−0.8% | Reduced |
| Grove Bank & Trust | 5,493 | $1.63M | 0.23% | −249−4.3% | Reduced |
| Cambridge Financial Group, LLC | 5,495 | $1.63M | 0.70% | −21−0.4% | Reduced |
| Icon Advisers Inc | 5,500 | $1.63M | 0.37% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,507 | $1.63M | 1.16% | −14−0.3% | Reduced |
| Interchange Capital Partners, LLC | 5,513 | $1.64M | 0.59% | −179−3.1% | Reduced |
| Stonebrook Private Inc. | 5,513 | $1.64M | 0.43% | +52+1.0% | Added |
| Ledyard National Bank | 5,517 | $1.64M | 0.15% | −93−1.7% | Reduced |
| Crewe Advisors LLC | 5,523 | $1.64M | 0.23% | −5−0.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,529 | $1.64M | 0.03% | −526−8.7% | Reduced |
| Transatlantique Private Wealth LLC | 5,533 | $1.64M | 0.62% | +10.0% | Added |
| Pine Valley Investments Ltd Liability Co | 5,534 | $1.64M | 0.11% | −4−0.1% | Reduced |
| Saxon Interests, Inc. | 5,536 | $1.64M | 0.72% | +95+1.7% | Added |
| Cornerstone Planning Group LLC | 5,196 | $1.64M | 0.40% | +11+0.2% | Added |
| Trust Point Inc. | 5,555 | $1.65M | 0.11% | −92−1.6% | Reduced |
| Manchester Capital Management LLC | 5,558 | $1.65M | 0.19% | −28−0.5% | Reduced |
| Northcape Wealth Management, LLC | 5,580 | $1.66M | 0.54% | 00.0% | Unchanged |
| Twin Capital Management Inc | 5,598 | $1.66M | 0.18% | −179−3.1% | Reduced |
| Mather Group, LLC. | 5,599 | $1.66M | 0.02% | −331−5.6% | Reduced |
| Myriad Asset Management US LP | 5,626 | $1.67M | 1.12% | +5,626 | New |
| Advisory Research Inc | 5,628 | $1.67M | 0.28% | −849−13.1% | Reduced |
| Stratos Wealth Advisors, LLC | 5,648 | $1.68M | 0.08% | −601−9.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,659 | $1.68M | 1.32% | −57−1.0% | Reduced |
| Capital Analysts, LLC | 5,666 | $1.68M | 0.07% | +647+12.9% | Added |
| Monte Financial Group, LLC | 5,684 | $1.69M | 0.72% | −303−5.1% | Reduced |
| Waldron Private Wealth LLC | 5,684 | $1.69M | 0.07% | +16+0.3% | Added |
| Balboa Wealth Partners | 5,693 | $1.69M | 0.39% | +2,836+99.3% | Added |
| HTLF Bank | 5,698 | $1.69M | 0.19% | −131−2.2% | Reduced |
| BayBridge Capital Group, LLC | 5,702 | $1.69M | 1.23% | −46−0.8% | Reduced |
| Delphi Management Inc | 5,713 | $1.70M | 1.64% | −152−2.6% | Reduced |
| Weik Capital Management | 5,763 | $1.71M | 0.70% | −100−1.7% | Reduced |
| Cigna Investments Inc | 5,777 | $1.72M | 0.30% | −40−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 5,829 | $1.73M | 0.33% | +37+0.6% | Added |
| Lakeshore Capital Group, Inc. | 5,844 | $1.73M | 2.62% | +5,844 | New |
| Natixis | 5,845 | $1.73M | 0.01% | −12,226−67.7% | Reduced |
| Highline Wealth Partners LLC | 5,848 | $1.74M | 0.57% | +25+0.4% | Added |