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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 5,849 | $1.74M | 0.07% | +1,937+49.5% | Added |
| Bank of Hawaii | 5,856 | $1.74M | 0.10% | −139−2.3% | Reduced |
| Leo Wealth, LLC | 5,860 | $1.74M | 0.16% | +2,609+80.3% | Added |
| First Citizens Bank & Trust Co | 5,876 | $1.74M | 0.03% | +247+4.4% | Added |
| Focus Financial Network, Inc. | 5,877 | $1.74M | 0.07% | +48+0.8% | Added |
| MainStreet Investment Advisors LLC | 5,897 | $1.75M | 0.25% | −101−1.7% | Reduced |
| Community Bank, N.A. | 5,912 | $1.75M | 0.23% | −85−1.4% | Reduced |
| Leavell Investment Management, Inc. | 5,943 | $1.76M | 0.09% | +295+5.2% | Added |
| Fort Point Capital Partners LLC | 5,944 | $1.76M | 0.20% | −1,130−16.0% | Reduced |
| Ransom Advisory, Ltd | 5,946 | $1.76M | 0.81% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,961 | $1.77M | 0.25% | +154+2.7% | Added |
| YHB Investment Advisors, Inc. | 5,961 | $1.77M | 0.15% | −125−2.1% | Reduced |
| Legacy Edge Advisors, LLC | 5,981 | $1.78M | 0.28% | −663−10.0% | Reduced |
| B&L Asset Management LLC | 5,995 | $1.78M | 1.13% | +10.0% | Added |
| Greenwood Gearhart Inc | 5,999 | $1.78M | 0.12% | −489−7.5% | Reduced |
| Financial Counselors Inc | 6,009 | $1.78M | 0.03% | −767−11.3% | Reduced |
| Fidelis Capital Partners, LLC | 5,639 | $1.78M | 0.18% | +1,655+41.5% | Added |
| Insight Advisors, LLC | 6,008 | $1.79M | 0.31% | −139−2.3% | Reduced |
| IHT Wealth Management, LLC | 6,019 | $1.79M | 0.06% | +879+17.1% | Added |
| Fielder Capital Group LLC | 6,019 | $1.79M | 0.56% | +102+1.7% | Added |
| Weil Company, Inc. | 6,035 | $1.79M | 0.62% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,057 | $1.80M | 0.05% | +1,292+27.1% | Added |
| Ameritas Advisory Services, LLC | 6,059 | $1.80M | 0.06% | +2,217+57.7% | Added |
| Westpac Banking Corp | 6,093 | $1.81M | 0.12% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.16% | 00.0% | Unchanged |
| Old National Bancorp | 6,119 | $1.82M | 0.04% | +36+0.6% | Added |
| Busey Wealth Management | 6,129 | $1.82M | 0.06% | −137−2.2% | Reduced |
| Abundance Wealth Counselors | 6,139 | $1.82M | 0.40% | +8+0.1% | Added |
| WSFS Capital Management, LLC | 6,164 | $1.83M | 0.10% | −229−3.6% | Reduced |
| Crestwood Advisors Group LLC | 6,167 | $1.83M | 0.03% | +496+8.7% | Added |
| Diligent Investors, LLC | 6,197 | $1.84M | 0.42% | −50−0.8% | Reduced |
| Geneos Wealth Management Inc. | 6,202 | $1.84M | 0.06% | +313+5.3% | Added |
| Washington Trust Advisors, Inc. | 6,211 | $1.84M | 0.15% | +29+0.5% | Added |
| Axxcess Wealth Management, LLC | 6,215 | $1.84M | 0.05% | +79+1.3% | Added |
| Chesapeake Wealth Management | 6,272 | $1.86M | 0.64% | −223−3.4% | Reduced |
| Arkadios Wealth Advisors | 6,279 | $1.86M | 0.10% | −1,013−13.9% | Reduced |
| Western Financial Corp | 6,330 | $1.88M | 1.03% | +386+6.5% | Added |
| Parisi Gray Wealth Management | 6,367 | $1.89M | 0.60% | +11+0.2% | Added |
| S&CO Inc | 6,386 | $1.90M | 0.13% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,394 | $1.90M | 0.10% | −399−5.9% | Reduced |
| Redwood Investment Management, LLC | 6,399 | $1.90M | 0.19% | −110−1.7% | Reduced |
| Edge Capital Group, LLC | 6,451 | $1.91M | 0.09% | +1,113+20.9% | Added |
| Ronald Blue Trust, Inc. | 6,465 | $1.92M | 0.02% | −1,432−18.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,481 | $1.92M | 0.07% | −182−2.7% | Reduced |
| Brighton Jones LLC | 6,481 | $1.92M | 0.06% | +1,273+24.4% | Added |
| Huntleigh Advisors, Inc. | 6,512 | $1.93M | 0.42% | +6,512 | New |
| Lee Danner & Bass Inc | 6,537 | $1.94M | 0.15% | +272+4.3% | Added |
| Wolf Group Capital Advisors | 11,159 | $1.94M | 0.95% | 00.0% | Unchanged |
| McAdam, LLC | 6,555 | $1.95M | 0.11% | −41−0.6% | Reduced |
| WBI Investments | 6,566 | $1.95M | 0.49% | +2,256+52.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,164 | $1.95M | 0.02% | −626−9.2% | Reduced |
| BancorpSouth Bank | 6,605 | $1.96M | 0.13% | −567−7.9% | Reduced |
| Forum Financial Management, LP | 6,622 | $1.97M | 0.03% | +31+0.5% | Added |
| Flagship Harbor Advisors, LLC | 6,625 | $1.97M | 0.10% | +712+12.0% | Added |
| Private Trust Co NA | 6,634 | $1.97M | 0.20% | −18−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,656 | $1.98M | 0.15% | −9−0.1% | Reduced |
| Aurora Private Wealth, Inc. | 6,713 | $1.99M | 1.49% | +269+4.2% | Added |
| Daymark Wealth Partners, LLC | 101,392 | $1.99M | 0.08% | +105+0.1% | Added |
| Argus Investors' Counsel, Inc. | 6,722 | $2.00M | 1.33% | −434−6.1% | Reduced |
| Center for Financial Planning, Inc. | 6,760 | $2.01M | 0.27% | 00.0% | Unchanged |
| RB Capital Management, LLC | 6,791 | $2.02M | 0.47% | +301+4.6% | Added |
| Beacon Financial Group | 6,792 | $2.02M | 0.22% | −118−1.7% | Reduced |
| Piscataqua Savings Bank | 6,813 | $2.02M | 1.74% | −50−0.7% | Reduced |
| Stenger Family Office, LLC | 6,817 | $2.02M | 0.69% | +6,817 | New |
| Dynasty Wealth Management, LLC | 6,829 | $2.03M | 0.03% | +28+0.4% | Added |
| Inkwell Capital LLC | 6,851 | $2.03M | 2.17% | +6,851 | New |
| Rockland Trust Co | 6,860 | $2.04M | 0.10% | −888−11.5% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $2.04M | 1.06% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,899 | $2.05M | 0.01% | −1,470−17.6% | Reduced |
| Trust Asset Management LLC | 6,907 | $2.05M | 0.16% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 6,498 | $2.07M | 0.32% | +37+0.6% | Added |
| Stablepoint Partners, LLC | 6,991 | $2.07M | 0.38% | +20.0% | Added |
| Ascent Group, LLC | 7,060 | $2.10M | 0.16% | +430+6.5% | Added |
| Blue Zone Wealth Advisors, LLC | 7,082 | $2.10M | 0.61% | −82−1.1% | Reduced |
| Optiver Holding B.V. | 7,083 | $2.10M | 0.07% | −25,402−78.2% | Reduced |
| Everett Harris & Co | 7,093 | $2.11M | 0.03% | −45−0.6% | Reduced |
| Auxier Asset Management | 7,093 | $2.11M | 0.33% | −40−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 7,117 | $2.11M | 0.02% | −1,386−16.3% | Reduced |
| Associated Banc-Corp | 7,122 | $2.11M | 0.06% | −95−1.3% | Reduced |
| Flputnam Investment Management Co | 7,135 | $2.12M | 0.04% | −5,165−42.0% | Reduced |
| Smartleaf Asset Management LLC | 7,156 | $2.13M | 0.22% | +1,795+33.5% | Added |
| Applied Finance Capital Management, LLC | 7,196 | $2.14M | 0.09% | −193−2.6% | Reduced |
| GLOBALT Investments LLC | 7,203 | $2.14M | 0.08% | +134+1.9% | Added |
| Raab & Moskowitz Asset Management LLC | 7,230 | $2.15M | 0.53% | −164−2.2% | Reduced |
| Birinyi Associates Inc | 7,250 | $2.15M | 0.59% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,256 | $2.15M | 0.02% | +33+0.5% | Added |
| Lazard Freres Gestion S.A.S. | 7,258 | $2.15M | 0.04% | −977−11.9% | Reduced |
| Intellectus Partners, LLC | 7,310 | $2.17M | 0.48% | −250−3.3% | Reduced |
| Belpointe Asset Management LLC | 8,412 | $2.18M | 0.13% | −268−3.1% | Reduced |
| Boltwood Capital Management | 7,343 | $2.18M | 0.66% | −59−0.8% | Reduced |
| Excalibur Management Corp | 7,354 | $2.18M | 0.87% | −284−3.7% | Reduced |
| Groupama Asset Managment | 7,344 | $2.18M | 0.04% | +699+10.5% | Added |
| Thoroughbred Financial Services, LLC | 7,368 | $2.19M | 0.13% | −99−1.3% | Reduced |
| Dover Advisors, LLC | 7,370 | $2.19M | 1.25% | −175−2.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 7,389 | $2.19M | 0.09% | −18−0.2% | Reduced |
| Harold Davidson & Associates Inc. | 7,404 | $2.20M | 1.05% | +7,404 | New |
| Veracity Capital LLC | 7,413 | $2.20M | 0.80% | −6−0.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,419 | $2.20M | 1.02% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 7,436 | $2.21M | 0.18% | +132+1.8% | Added |
| Bank Ozk | 7,443 | $2.21M | 0.92% | +781+11.7% | Added |