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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 9,417 | $2.79M | 0.05% | −1,156−10.9% | Reduced |
| Plimoth Trust Co LLC | 9,446 | $2.80M | 0.72% | −108−1.1% | Reduced |
| Zhang Financial LLC | 9,446 | $2.80M | 0.16% | +724+8.3% | Added |
| TAGStone Capital, Inc. | 9,464 | $2.81M | 1.38% | +108+1.2% | Added |
| Parkshore Wealth Management, Inc. | 9,479 | $2.81M | 1.69% | +9,479 | New |
| Sawgrass Asset Management LLC | 9,495 | $2.82M | 0.31% | −736−7.2% | Reduced |
| Aptus Capital Advisors, LLC | 9,543 | $2.83M | 0.03% | +1,732+22.2% | Added |
| Marble Harbor Investment Counsel, LLC | 9,561 | $2.84M | 0.31% | −25−0.3% | Reduced |
| Financial Security Advisor, Inc. | 9,563 | $2.84M | 0.72% | −92−1.0% | Reduced |
| Evoke Wealth, LLC | 9,619 | $2.85M | 0.08% | +46+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,652 | $2.86M | 0.60% | −1,933−16.7% | Reduced |
| Mission Wealth Management, LP | 9,656 | $2.87M | 0.07% | −643−6.2% | Reduced |
| HBK Sorce Advisory LLC | 9,658 | $2.87M | 0.09% | +312+3.3% | Added |
| Horizon Investments, LLC | 9,687 | $2.87M | 0.08% | +188+2.0% | Added |
| SBI Securities Co., Ltd. | 9,668 | $2.87M | 0.09% | +9,668 | New |
| NTV Asset Management LLC | 9,679 | $2.87M | 0.38% | −336−3.4% | Reduced |
| Moors & Cabot, Inc. | 9,696 | $2.88M | 0.14% | +405+4.4% | Added |
| Hodges Capital Management Inc. | 9,761 | $2.90M | 0.17% | −3,646−27.2% | Reduced |
| Xcel Wealth Management, LLC | 9,793 | $2.91M | 0.81% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 9,795 | $2.91M | 0.77% | +44+0.5% | Added |
| Knuff & Co LLC | 9,817 | $2.91M | 0.89% | +167+1.7% | Added |
| Doheny Asset Management | 9,820 | $2.91M | 2.17% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,823 | $2.92M | 0.11% | +1,844+23.1% | Added |
| Joel Isaacson & Co., LLC | 9,843 | $2.92M | 0.13% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 9,836 | $2.92M | 0.11% | −2,524−20.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,886 | $2.93M | 1.56% | −277−2.7% | Reduced |
| Wolff Wiese Magana LLC | 9,929 | $2.95M | 1.95% | +270+2.8% | Added |
| EFG Asset Management (North America) Corp. | 9,950 | $2.95M | 0.40% | +799+8.7% | Added |
| Union Heritage Capital, LLC | 9,968 | $2.96M | 1.09% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 32,626 | $2.96M | 0.51% | +15,998+96.2% | Added |
| Galilei Investment Office LLP | 9,974 | $2.96M | 1.49% | +9,974 | New |
| Hartford Funds Management Co LLC | 9,978 | $2.96M | 0.27% | +563+6.0% | Added |
| Sterling Capital Management LLC | 9,991 | $2.97M | 0.04% | +13+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 10,005 | $2.97M | 0.27% | +242+2.5% | Added |
| Strategic Wealth Partners, Ltd. | 9,658 | $2.97M | 0.25% | −1,300−11.9% | Reduced |
| Buttonwood Financial Advisors Inc. | 10,014 | $2.97M | 1.31% | −369−3.6% | Reduced |
| Cunning Capital Partners, LP | 10,070 | $2.99M | 1.84% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 10,121 | $3.00M | 0.01% | +104+1.0% | Added |
| Insigneo Advisory Services, LLC | 10,165 | $3.02M | 0.31% | −1,759−14.8% | Reduced |
| SOL Capital Management CO | 10,210 | $3.03M | 0.34% | −1,838−15.3% | Reduced |
| Sciencast Management LP | 10,252 | $3.04M | 0.83% | +10,252 | New |
| ProVise Management Group, LLC | 10,267 | $3.05M | 0.26% | −3,593−25.9% | Reduced |
| Bailard, Inc. | 10,312 | $3.06M | 0.08% | +21+0.2% | Added |
| Northstar Advisory Group, LLC | 10,332 | $3.07M | 1.56% | +148+1.5% | Added |
| Journey Strategic Wealth LLC | 10,349 | $3.07M | 0.11% | +3,739+56.6% | Added |
| GFG Capital, LLC | 10,407 | $3.09M | 0.85% | +56+0.5% | Added |
| St. Johns Investment Management Company, LLC | 10,424 | $3.09M | 1.44% | −92−0.9% | Reduced |
| Cito Capital Group, LLC | 10,440 | $3.10M | 1.14% | −2,285−18.0% | Reduced |
| Great Lakes Retirement, Inc. | 10,522 | $3.12M | 0.40% | −105−1.0% | Reduced |
| Icon Wealth Advisors, LLC | 10,546 | $3.13M | 0.26% | 00.0% | Unchanged |
| Vestcor Inc | 10,550 | $3.13M | 0.10% | −658−5.9% | Reduced |
| Texas Bank & Trust Co | 10,553 | $3.13M | 1.29% | +10,553 | New |
| Valueworks LLC | 10,577 | $3.14M | 1.04% | −859−7.5% | Reduced |
| First Horizon Advisors, Inc. | 10,579 | $3.14M | 0.09% | −76−0.7% | Reduced |
| Connable Office Inc | 10,594 | $3.14M | 0.33% | −2,012−16.0% | Reduced |
| Penn Davis McFarland Inc | 10,602 | $3.15M | 0.34% | −250−2.3% | Reduced |
| Sigma Planning Corp | 10,651 | $3.16M | 0.10% | −674−6.0% | Reduced |
| BKD Wealth Advisors, LLC | 10,666 | $3.17M | 0.07% | −258−2.4% | Reduced |
| Peak Financial Advisors LLC | 10,696 | $3.17M | 1.65% | −140−1.3% | Reduced |
| Vident Advisory, LLC | 10,702 | $3.18M | 0.06% | +749+7.5% | Added |
| Intrinsic Value Partners, LLC | 10,719 | $3.18M | 3.20% | −395−3.6% | Reduced |
| Rathbone Brothers plc | 10,753 | $3.19M | 0.02% | −1,375−11.3% | Reduced |
| Moody National Bank Trust Division | 10,880 | $3.23M | 0.34% | −674−5.8% | Reduced |
| Eads & Heald Wealth Management | 10,890 | $3.23M | 1.59% | −669−5.8% | Reduced |
| Summit Financial, LLC | 10,907 | $3.24M | 0.11% | +5,708+109.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 10,913 | $3.24M | 1.06% | +10,913 | New |
| Impax Asset Management Group plc | 10,941 | $3.25M | 0.01% | −410−3.6% | Reduced |
| Diversify Wealth Management, LLC | 11,073 | $3.25M | 0.25% | +12+0.1% | Added |
| Deane Retirement Strategies, Inc. | 10,983 | $3.26M | 1.64% | +196+1.8% | Added |
| Gifford Fong Associates | 11,000 | $3.27M | 0.80% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 11,015 | $3.27M | 0.06% | −6,462−37.0% | Reduced |
| Smithfield Trust Co | 11,122 | $3.30M | 0.16% | −11−0.1% | Reduced |
| Venturi Wealth Management, LLC | 11,175 | $3.32M | 0.16% | +4,627+70.7% | Added |
| RFG Advisory, LLC | 11,194 | $3.32M | 0.09% | +1,392+14.2% | Added |
| QV Investors Inc. | 11,220 | $3.33M | 0.34% | −210−1.8% | Reduced |
| Fruth Investment Management | 11,230 | $3.33M | 0.92% | −120−1.1% | Reduced |
| G&S Capital LLC | 11,247 | $3.34M | 1.38% | +64+0.6% | Added |
| Wedmont Private Capital | 11,402 | $3.34M | 0.18% | +1,141+11.1% | Added |
| Peoples Financial Services Corp. | 11,274 | $3.35M | 1.55% | −459−3.9% | Reduced |
| Wealthspire Advisors, LLC | 11,275 | $3.35M | 0.03% | +1,377+13.9% | Added |
| Private Wealth Partners, LLC | 11,283 | $3.35M | 0.26% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11,292 | $3.35M | 1.24% | −1,155−9.3% | Reduced |
| Personal Cfo Solutions, LLC | 11,355 | $3.37M | 0.66% | +519+4.8% | Added |
| Boston Family Office LLC | 11,400 | $3.38M | 0.23% | −30−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 11,470 | $3.40M | 0.13% | −230−2.0% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.42M | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 11,548 | $3.43M | 0.08% | −89−0.8% | Reduced |
| Bull Street Advisors, LLC | 11,550 | $3.43M | 1.65% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 11,576 | $3.44M | 1.21% | +84+0.7% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $3.44M | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 11,616 | $3.45M | 0.16% | +6,792+140.8% | Added |
| Ahl Investment Management, Inc. | 11,636 | $3.45M | 2.42% | −670−5.4% | Reduced |
| KCM Investment Advisors LLC | 11,638 | $3.45M | 0.12% | −240−2.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,651 | $3.46M | 0.22% | −27−0.2% | Reduced |
| Strategic Planning Group, LLC | 11,659 | $3.46M | 0.64% | +297+2.6% | Added |
| Trust Co of Toledo NA | 11,696 | $3.47M | 0.46% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 11,730 | $3.48M | 0.72% | +566+5.1% | Added |
| Sound View Wealth Advisors Group, LLC | 11,742 | $3.48M | 0.28% | −4,063−25.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,763 | $3.49M | 2.26% | −200−1.7% | Reduced |
| Sargent Investment Group, LLC | 11,755 | $3.49M | 0.57% | +1,903+19.3% | Added |