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
- 2,643
- +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
- 1,031 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Bank Ozk | 7,443 | $2.21M | 0.92% | +781+11.7% | Added |
| GeoWealth Management, LLC | 7,449 | $2.21M | 0.07% | +367+5.2% | Added |
| Oldfather Financial Services, LLC | 7,515 | $2.23M | 0.85% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,521 | $2.23M | 0.45% | −222−2.9% | Reduced |
| Hilltop National Bank | 7,526 | $2.23M | 0.67% | +558+8.0% | Added |
| Palisade Asset Management, LLC | 7,527 | $2.23M | 0.23% | −138−1.8% | Reduced |
| RMR Capital Management, LLC | 7,558 | $2.24M | 1.67% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,588 | $2.25M | 0.07% | +390+5.4% | Added |
| Red Cedar Investment Management, LLC | 7,628 | $2.26M | 0.28% | +792+11.6% | Added |
| Citizens National Bank Trust Department | 7,633 | $2.27M | 0.48% | −53−0.7% | Reduced |
| Pitcairn Co | 7,635 | $2.27M | 0.13% | −225−2.9% | Reduced |
| RMR Wealth Builders | 7,666 | $2.28M | 0.24% | +527+7.4% | Added |
| Taylor Frigon Capital Management LLC | 7,698 | $2.28M | 1.16% | −255−3.2% | Reduced |
| Davis Investment Partners, LLC | 7,806 | $2.29M | 0.97% | −205−2.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,737 | $2.30M | 0.54% | 00.0% | Unchanged |
| Holderness Investments Co | 7,750 | $2.30M | 0.51% | +40+0.5% | Added |
| Buckingham Strategic Partners | 7,760 | $2.30M | 0.04% | +1,208+18.4% | Added |
| Level Four Advisory Services, LLC | 7,776 | $2.31M | 0.09% | +244+3.2% | Added |
| Stock Yards Bank & Trust Co | 7,786 | $2.31M | 0.08% | −1,441−15.6% | Reduced |
| GAMMA Investing LLC | 7,801 | $2.32M | 0.20% | +727+10.3% | Added |
| Csenge Advisory Group | 7,818 | $2.32M | 0.13% | −761−8.9% | Reduced |
| La Banque Postale Asset Management SA | 7,836 | $2.33M | 0.03% | −36,332−82.3% | Reduced |
| Osborne Partners Capital Management, LLC | 7,838 | $2.33M | 0.13% | −282−3.5% | Reduced |
| Natural Investments, LLC | 8,011 | $2.38M | 0.66% | +8,011 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,016 | $2.38M | 0.06% | −144−1.8% | Reduced |
| Berkshire Asset Management LLC | 7,445 | $2.39M | 0.11% | −1,177−13.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 8,130 | $2.41M | 0.05% | +2,083+34.4% | Added |
| SOA Wealth Advisors, LLC. | 8,147 | $2.42M | 0.45% | +116+1.4% | Added |
| Signet Investment Advisory Group, Inc. | 8,174 | $2.43M | 1.24% | −150−1.8% | Reduced |
| Accent Capital Management, LLC | 8,194 | $2.43M | 1.39% | −500−5.8% | Reduced |
| MUFG Securities Americas Inc. | 8,216 | $2.44M | 0.31% | +8,216 | New |
| Spears Abacus Advisors LLC | 8,223 | $2.44M | 0.05% | +16+0.2% | Added |
| Van Strum & Towne Inc. | 8,240 | $2.45M | 0.86% | +1,100+15.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $2.45M | 0.63% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,268 | $2.45M | 0.18% | −668−7.5% | Reduced |
| Cornerstone Planning, LLC | 8,302 | $2.46M | 0.94% | +8,302 | New |
| Stokes Family Office, LLC | 8,304 | $2.46M | 0.26% | +2,922+54.3% | Added |
| Principle Wealth Partners LLC | 8,331 | $2.47M | 0.17% | −50−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,345 | $2.48M | 0.16% | +270+3.3% | Added |
| IronOak Wealth LLC. | 8,367 | $2.48M | 2.78% | +8,367 | New |
| Prosperity Consulting Group, LLC | 8,378 | $2.49M | 0.19% | +60+0.7% | Added |
| Argent Advisors, Inc. | 8,398 | $2.49M | 0.92% | −247−2.9% | Reduced |
| Berkshire Bank | 8,404 | $2.49M | 0.58% | −89−1.0% | Reduced |
| Howard Capital Management Group, LLC | 8,426 | $2.50M | 0.17% | −189−2.2% | Reduced |
| Hardy Reed LLC | 8,428 | $2.50M | 0.22% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8,435 | $2.50M | 0.14% | −130−1.5% | Reduced |
| Fortis Group Advisors, LLC | 8,436 | $2.50M | 0.47% | −3,890−31.6% | Reduced |
| Pinnacle Wealth Management, LLC | 8,464 | $2.51M | 2.80% | −82−1.0% | Reduced |
| Investors Asset Management of Georgia Inc | 8,479 | $2.52M | 1.23% | −50−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 8,486 | $2.52M | 0.04% | −82−1.0% | Reduced |
| Pinnacle Holdings, LLC | 8,516 | $2.53M | 0.95% | −532−5.9% | Reduced |
| Rothschild Investment LLC | 8,538 | $2.53M | 0.17% | −46−0.5% | Reduced |
| First National Trust Co | 8,585 | $2.55M | 0.10% | −392−4.4% | Reduced |
| SageView Advisory Group, LLC | 8,596 | $2.55M | 0.11% | +218+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 8,601 | $2.55M | 0.77% | +7+0.1% | Added |
| Beaumont Financial Advisors, LLC | 8,604 | $2.55M | 0.19% | +235+2.8% | Added |
| Ingalls & Snyder LLC | 8,607 | $2.55M | 0.10% | 00.0% | Unchanged |
| Agf Management Ltd | 8,619 | $2.56M | 0.01% | −18,640−68.4% | Reduced |
| Mutual Advisors, LLC | 8,259 | $2.57M | 0.07% | +410+5.2% | Added |
| Vista Wealth Management Group, LLC | 8,717 | $2.59M | 0.17% | +3,773+76.3% | Added |
| Mindset Wealth Management, LLC | 8,737 | $2.59M | 0.95% | −368−4.0% | Reduced |
| Bank of Stockton | 8,759 | $2.60M | 0.79% | −210−2.3% | Reduced |
| Jackson Square Capital, LLC | 8,781 | $2.61M | 0.63% | +8,781 | New |
| Eqis Capital Management, Inc. | 8,794 | $2.61M | 0.22% | −97−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 8,796 | $2.61M | 0.12% | −23−0.3% | Reduced |
| FineMark National Bank & Trust | 8,811 | $2.62M | 0.09% | +77+0.9% | Added |
| AlTi Global, Inc. | 8,569 | $2.62M | 0.06% | +133+1.6% | Added |
| Wilkins Investment Counsel Inc | 8,842 | $2.62M | 0.38% | −990−10.1% | Reduced |
| JPB Foundation | 8,851 | $2.63M | 0.29% | −35,000−79.8% | Reduced |
| Vivid Wealth Management, LLC | 8,854 | $2.63M | 1.33% | −43−0.5% | Reduced |
| Massmutual Trust Co FSB | 8,856 | $2.63M | 0.07% | −368−4.0% | Reduced |
| Coastal Bridge Advisors, LLC | 8,867 | $2.63M | 0.66% | +8+0.1% | Added |
| Arcus Capital Partners, LLC | 11,583 | $2.64M | 0.83% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 8,897 | $2.64M | 2.11% | −296−3.2% | Reduced |
| Fulton Bank, N.A. | 8,898 | $2.64M | 0.10% | −1,632−15.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,916 | $2.65M | 1.61% | −1,637−15.5% | Reduced |
| Bank of New Hampshire | 8,928 | $2.65M | 0.68% | −148−1.6% | Reduced |
| Trustco Bank Corp N Y | 8,954 | $2.66M | 2.87% | −560−5.9% | Reduced |
| Signature Wealth Management Group | 8,987 | $2.67M | 1.07% | +202+2.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $2.67M | 1.18% | +9,000 | New |
| Anchor Investment Management, LLC | 9,026 | $2.68M | 0.25% | +134+1.5% | Added |
| Invst, LLC | 9,050 | $2.69M | 0.33% | +81+0.9% | Added |
| Mengis Capital Management, Inc. | 9,070 | $2.69M | 0.55% | 00.0% | Unchanged |
| IFC Advisors LLC | 9,072 | $2.69M | 0.59% | +9,072 | New |
| Bridgeway Capital Management, LLC | 9,100 | $2.70M | 0.06% | 00.0% | Unchanged |
| KWB Wealth | 10,031 | $2.72M | 0.34% | +1,403+16.3% | Added |
| Jackson Wealth Management, LLC | 9,175 | $2.72M | 0.31% | +770+9.2% | Added |
| Guardian Capital LP | 9,188 | $2.73M | 0.10% | −1,200−11.6% | Reduced |
| Americana Partners, LLC | 9,198 | $2.73M | 0.11% | −574−5.9% | Reduced |
| Applied Capital LLC | 9,211 | $2.73M | 2.15% | −50−0.5% | Reduced |
| Fire Capital Management LLC | 9,215 | $2.73M | 2.04% | +9,215 | New |
| Bigelow Investment Advisors, LLC | 9,230 | $2.74M | 1.29% | −630−6.4% | Reduced |
| Western Wealth Management, LLC | 9,245 | $2.74M | 0.15% | +718+8.4% | Added |
| Carl P. Sherr & Co., LLC | 9,301 | $2.76M | 1.45% | +10.0% | Added |
| Evergreen Capital Management LLC | 9,307 | $2.76M | 0.09% | −82−0.9% | Reduced |
| Ritholtz Wealth Management | 9,310 | $2.76M | 0.08% | +446+5.0% | Added |
| Beacon Investment Advisors LLC | 9,328 | $2.77M | 1.30% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,331 | $2.77M | 0.35% | −52−0.6% | Reduced |
| Qtron Investments LLC | 9,352 | $2.78M | 0.39% | −1,251−11.8% | Reduced |
| Parkside Financial Bank & Trust | 9,370 | $2.78M | 0.37% | +121+1.3% | Added |