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 |
|---|---|---|---|---|---|
| Cullen Investment Group, Ltd. | 11,841 | $3.51M | 0.52% | −591−4.8% | Reduced |
| New England Asset Management Inc | 11,880 | $3.53M | 0.60% | −2,530−17.6% | Reduced |
| Webster Bank, N. A. | 11,956 | $3.55M | 0.38% | −825−6.5% | Reduced |
| Harbor Capital Advisors, Inc. | 11,963 | $3.55M | 0.15% | +261+2.2% | Added |
| Two Sigma Investments, LP | 12,000 | $3.56M | 0.01% | −17−0.1% | Reduced |
| Independent Investors Inc | 12,000 | $3.56M | 0.70% | 00.0% | Unchanged |
| Insight Inv LLC | 12,017 | $3.57M | 2.48% | +36+0.3% | Added |
| Ostrum Asset Management | 12,075 | $3.58M | 0.31% | −349−2.8% | Reduced |
| Herbst Group, LLC | 12,136 | $3.60M | 2.25% | −1,905−13.6% | Reduced |
| Frank, Rimerman Advisors LLC | 12,174 | $3.61M | 0.26% | +93+0.8% | Added |
| Canandaigua National Bank & Trust Co | 12,194 | $3.62M | 0.36% | −1,658−12.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,207 | $3.62M | 0.20% | +498+4.3% | Added |
| Bleakley Financial Group, LLC | 12,241 | $3.63M | 0.11% | −168−1.4% | Reduced |
| Midwest Professional Planners, LTD. | 12,267 | $3.64M | 1.09% | +733+6.4% | Added |
| Banque Transatlantique SA | 12,283 | $3.65M | 0.09% | +12,283 | New |
| Constitution Capital LLC | 12,400 | $3.68M | 2.06% | +2,050+19.8% | Added |
| Tower Bridge Advisors | 12,452 | $3.70M | 0.39% | −1,175−8.6% | Reduced |
| Hamilton Capital Partners Inc. | 12,469 | $3.70M | 0.28% | +2,390+23.7% | Added |
| Mirae Asset Securities (USA) Inc. | 12,535 | $3.72M | 0.17% | +12,535 | New |
| Rehmann Capital Advisory Group | 12,578 | $3.73M | 0.24% | +196+1.6% | Added |
| Boston Private Wealth LLC | 12,631 | $3.75M | 0.07% | +12,631 | New |
| Invesco, LLC | 12,632 | $3.75M | 1.49% | −22−0.2% | Reduced |
| Ibex Wealth Advisors | 12,664 | $3.76M | 0.44% | −56,408−81.7% | Reduced |
| Columbia Asset Management | 12,697 | $3.77M | 0.72% | −1,453−10.3% | Reduced |
| Infusive Asset Management Inc. | 12,761 | $3.79M | 1.69% | +12,761 | New |
| Parallel Advisors, LLC | 12,773 | $3.79M | 0.09% | +846+7.1% | Added |
| Quadrant Capital Group LLC | 12,778 | $3.79M | 0.26% | +18+0.1% | Added |
| Global Retirement Partners, LLC | 12,794 | $3.80M | 0.11% | +1,036+8.8% | Added |
| Change Path, LLC | 12,816 | $3.80M | 0.12% | +826+6.9% | Added |
| Hilltop Holdings Inc. | 12,825 | $3.81M | 0.24% | −1,087−7.8% | Reduced |
| BLB&B Advisors, LLC | 12,896 | $3.83M | 0.20% | −1,000−7.2% | Reduced |
| Profund Advisors LLC | 12,945 | $3.84M | 0.14% | +84+0.7% | Added |
| Linden Thomas Advisory Services, LLC | 13,081 | $3.88M | 0.49% | +2,125+19.4% | Added |
| Greenfield Savings Bank | 13,118 | $3.89M | 1.87% | −47−0.4% | Reduced |
| Smith, Salley & Associates | 13,171 | $3.91M | 0.25% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,230 | $3.93M | 0.16% | +491+3.9% | Added |
| Teachers Insurance & Annuity Association of America | 13,355 | $3.96M | 5.24% | −180−1.3% | Reduced |
| Sagespring Wealth Partners, LLC | 13,360 | $3.97M | 0.10% | +13,360 | New |
| Chicago Capital, LLC | 13,368 | $3.97M | 0.11% | +513+4.0% | Added |
| Grandfield & Dodd, LLC | 13,390 | $3.97M | 0.25% | −94−0.7% | Reduced |
| Callan Family Office, LLC | 13,414 | $3.98M | 0.25% | +13,414 | New |
| Fiduciary Alliance LLC | 13,438 | $3.99M | 0.40% | +2,303+20.7% | Added |
| AE Wealth Management LLC | 13,493 | $4.00M | 0.03% | +333+2.5% | Added |
| Jacobi Capital Management LLC | 13,544 | $4.02M | 0.30% | +41+0.3% | Added |
| Meeder Advisory Services, Inc. | 13,547 | $4.02M | 0.25% | +48+0.4% | Added |
| Arete Wealth Advisors, LLC | 13,699 | $4.03M | 0.29% | +1,697+14.1% | Added |
| Townsend & Associates, Inc | 12,724 | $4.05M | 0.41% | −692−5.2% | Reduced |
| Lodestone Wealth Management LLC | 13,684 | $4.06M | 2.04% | −299−2.1% | Reduced |
| Acadian Asset Management LLC | 13,715 | $4.07M | 0.01% | −13,498−49.6% | Reduced |
| South State Corp. | 13,708 | $4.07M | 0.27% | −579−4.1% | Reduced |
| Richard Bernstein Advisors LLC | 13,802 | $4.10M | 0.09% | −4,032−22.6% | Reduced |
| TD Private Client Wealth LLC | 13,823 | $4.10M | 0.11% | +29+0.2% | Added |
| CFC Planning Co LLC | 13,828 | $4.10M | 4.40% | +13,828 | New |
| Schechter Investment Advisors, LLC | 14,019 | $4.16M | 0.32% | −470−3.2% | Reduced |
| Brendel Financial Advisors LLC | 14,021 | $4.16M | 2.52% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 14,031 | $4.16M | 0.06% | +343+2.5% | Added |
| Trajan Wealth LLC | 14,032 | $4.16M | 0.23% | +1,417+11.2% | Added |
| AssuredPartners Investment Advisors, LLC | 14,058 | $4.17M | 0.81% | +14,058 | New |
| Compass Wealth Management LLC | 14,085 | $4.18M | 1.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,123 | $4.19M | 0.15% | −2,803−16.6% | Reduced |
| Optimas Capital Ltd | 14,200 | $4.21M | 5.68% | −4,900−25.7% | Reduced |
| Buckhead Capital Management LLC | 14,232 | $4.22M | 1.35% | −102−0.7% | Reduced |
| West Oak Capital, LLC | 14,267 | $4.23M | 1.50% | −15−0.1% | Reduced |
| TCTC Holdings, LLC | 14,282 | $4.24M | 0.15% | −152−1.1% | Reduced |
| National Asset Management, Inc. | 14,302 | $4.24M | 0.14% | −2,607−15.4% | Reduced |
| Goelzer Investment Management, Inc. | 14,351 | $4.26M | 0.25% | −558−3.7% | Reduced |
| Signaturefd, LLC | 14,402 | $4.27M | 0.08% | +105+0.7% | Added |
| Ossiam | 14,426 | $4.28M | 0.07% | −4,469−23.7% | Reduced |
| Taurus Asset Management, LLC | 14,498 | $4.30M | 0.42% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,521 | $4.31M | 0.04% | +320+2.3% | Added |
| William Allan, LLC | 14,524 | $4.31M | 2.65% | −39−0.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,586 | $4.33M | 1.61% | −120−0.8% | Reduced |
| Proequities, Inc. | 13,434 | $4.34M | 0.25% | +13+0.1% | Added |
| Independent Financial Group, LLC | 14,642 | $4.35M | 0.14% | +2,372+19.3% | Added |
| Pettee Investors, Inc. | 14,706 | $4.36M | 2.22% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 14,806 | $4.39M | 0.37% | −404−2.7% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 14,816 | $4.40M | 0.05% | −525−3.4% | Reduced |
| Aviance Capital Partners, LLC | 14,880 | $4.42M | 0.61% | +290+2.0% | Added |
| Wynn Capital, LLC | 14,890 | $4.42M | 2.79% | −120−0.8% | Reduced |
| BNC Wealth Management, LLC | 14,904 | $4.42M | 1.46% | +725+5.1% | Added |
| Coldstream Capital Management Inc | 14,939 | $4.43M | 0.09% | +376+2.6% | Added |
| Squarepoint Ops LLC | 14,951 | $4.44M | 0.01% | −71,918−82.8% | Reduced |
| Jennison Associates LLC | 14,988 | $4.45M | 0.00% | −4,430−22.8% | Reduced |
| Benedict Financial Advisors Inc | 15,008 | $4.45M | 1.08% | +352+2.4% | Added |
| L2 Asset Management, LLC | 15,018 | $4.46M | 0.97% | −175−1.2% | Reduced |
| Empire Financial Management Company, LLC | 15,053 | $4.47M | 1.39% | −498−3.2% | Reduced |
| NVWM, LLC | 15,058 | $4.47M | 1.13% | −2,900−16.1% | Reduced |
| Van Eck Associates Corp | 15,100 | $4.48M | 0.01% | −32,445−68.2% | Reduced |
| Strata Wealth Advisors, LLC | 15,178 | $4.50M | 1.41% | +45+0.3% | Added |
| Horizon Investment Services, LLC | 15,211 | $4.51M | 1.92% | +655+4.5% | Added |
| Hartline Investment Corp | 15,271 | $4.53M | 0.52% | +1,185+8.4% | Added |
| Conscious Wealth Investments, LLC | 14,548 | $4.55M | 3.08% | −223−1.5% | Reduced |
| Lincoln Capital LLC | 15,347 | $4.55M | 0.96% | −60.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,357 | $4.56M | 0.28% | −592−3.7% | Reduced |
| Kanawha Capital Management LLC | 15,471 | $4.59M | 0.36% | +574+3.9% | Added |
| Kerusso Capital Management LLC | 15,516 | $4.60M | 2.94% | +35+0.2% | Added |
| Principal Securities, Inc. | 15,524 | $4.61M | 0.10% | +1,753+12.7% | Added |
| Dynamic Advisor Solutions LLC | 15,623 | $4.64M | 0.20% | −955−5.8% | Reduced |
| Valeo Financial Advisors, LLC | 15,810 | $4.69M | 0.13% | +59+0.4% | Added |
| Wright Investors Service Inc | 15,823 | $4.70M | 1.52% | −2,371−13.0% | Reduced |