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 |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 130 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 133 | $39.6K | 0.03% | +133 | New |
| GPS Wealth Strategies Group, LLC | 135 | $40.1K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 135 | $40.1K | 0.02% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 139 | $41.2K | 0.11% | +139 | New |
| Main Street Group, LTD | 151 | $44.6K | 0.02% | +21+16.2% | Added |
| XY Capital Ltd | 154 | $45.7K | 0.05% | +154 | New |
| Rialto Wealth Management, LLC | 155 | $46.0K | 0.02% | +155 | New |
| Financial Connections Group, Inc. | 165 | $48.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 162 | $48.1K | 0.01% | −164−50.3% | Reduced |
| Roxbury Financial LLC | 158 | $48.2K | 0.05% | +158 | New |
| Tradewinds Capital Management, LLC | 163 | $48.4K | 0.01% | +5+3.2% | Added |
| Johnson Financial Group, Inc. | 153 | $48.5K | 0.00% | −544−78.0% | Reduced |
| Abound Wealth Management | 165 | $49.0K | 0.02% | −59−26.3% | Reduced |
| Concord Wealth Partners | 172 | $51.0K | 0.01% | −250−59.2% | Reduced |
| Riverview Trust Co | 178 | $52.8K | 0.05% | 00.0% | Unchanged |
| Greenline Partners, LLC | 180 | $53.4K | 0.01% | +180 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 180 | $53.4K | 0.03% | +180 | New |
| Wingate Wealth Advisors, Inc. | 190 | $56.4K | 0.06% | +190 | New |
| Albion Financial Group | 192 | $57.0K | 0.00% | +89+86.4% | Added |
| Atlas Capital Advisors LLC | 193 | $57.3K | 0.01% | −73−27.4% | Reduced |
| Intelligent Financial Strategies | 194 | $57.6K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 196 | $58.2K | 0.03% | +196 | New |
| Dunhill Financial, LLC | 197 | $58.5K | 0.03% | +134+212.7% | Added |
| Chelsea Counsel Co | 200 | $59.4K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $59.4K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $59.4K | 0.03% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $59.4K | 0.04% | +200 | New |
| Fairway Wealth LLC | 200 | $59.4K | 0.03% | +200 | New |
| Jackson, Grant Investment Advisers, Inc. | 203 | $60.2K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 204 | $60.7K | 0.01% | +74+56.9% | Added |
| JNBA Financial Advisors | 214 | $63.5K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 220 | $65.3K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 220 | $65.3K | 0.03% | +1+0.5% | Added |
| WFA Asset Management Corp | 225 | $66.9K | 0.04% | +63+38.9% | Added |
| Winthrop Capital Management, LLC | 230 | $68.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $68.3K | 0.00% | +230 | New |
| Financial Perspectives, Inc | 231 | $68.5K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 220 | $70.0K | 0.03% | +220 | New |
| FSA Wealth Management LLC | 243 | $72.1K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 244 | $72.4K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 249 | $73.9K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 320 | $74.1K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $74.2K | 0.05% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 255 | $75.0K | 0.03% | +255 | New |
| Graney & King, LLC | 259 | $76.8K | 0.06% | +259 | New |
| Putney Financial Group LLC | 262 | $77.8K | 0.07% | +262 | New |
| Wiser Advisor Group LLC | 263 | $78.0K | 0.11% | +1+0.4% | Added |
| Ritter Daniher Financial Advisory LLC | 264 | $78.4K | 0.02% | −29−9.9% | Reduced |
| Loomis Sayles & Co L P | 266 | $79.0K | 0.00% | +266 | New |
| WPG Advisers, LLC | 267 | $79.2K | 0.07% | +267 | New |
| Vermillion Wealth Management, Inc. | 267 | $79.2K | 0.04% | +267 | New |
| Stephens Consulting, LLC | 274 | $81.3K | 0.02% | −7−2.5% | Reduced |
| Accredited Wealth Management, LLC | 275 | $81.8K | 0.07% | +275 | New |
| Coston, McIsaac & Partners | 279 | $82.0K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 279 | $83.0K | 0.06% | −3−1.1% | Reduced |
| Hoese & Co LLP | 280 | $83.1K | 0.07% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 284 | $84.3K | 0.08% | +284 | New |
| Tacita Capital Inc | 290 | $86.1K | 0.06% | −150−34.1% | Reduced |
| Pinnacle Bancorp, Inc. | 294 | $87.3K | 0.03% | −90−23.4% | Reduced |
| Global Wealth Strategies & Associates | 294 | $87.3K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 295 | $88.0K | 0.00% | +5+1.7% | Added |
| Covestor Ltd | 296 | $88.0K | 0.06% | +29+10.9% | Added |
| Coppell Advisory Solutions LLC | 298 | $88.6K | 0.01% | +13+4.6% | Added |
| Crews Bank & Trust | 299 | $88.7K | 0.01% | +299 | New |
| FWL Investment Management, LLC | 300 | $89.0K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $89.6K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 305 | $90.5K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 308 | $91.4K | 0.03% | −3−1.0% | Reduced |
| Creative Financial Designs Inc | 311 | $92.2K | 0.01% | −18−5.5% | Reduced |
| Northwest Capital Management Inc | 313 | $92.9K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 317 | $94.1K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 317 | $94.3K | 0.01% | +42+15.3% | Added |
| Beacon Capital Management, LLC | 326 | $96.8K | 0.01% | −11−3.3% | Reduced |
| Hollencrest Capital Management | 327 | $97.1K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 330 | $97.9K | 0.06% | +330 | New |
| Gleason Group, Inc. | 340 | $100.9K | 0.02% | −69−16.9% | Reduced |
| High Note Wealth, LLC | 342 | $101.5K | 0.03% | +342 | New |
| Core Alternative Capital | 344 | $102.1K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 345 | $102.4K | 0.01% | −6−1.7% | Reduced |
| GKV Capital Management Co., Inc. | 350 | $103.9K | 0.04% | +350 | New |
| Bernard Wealth Management Corp. | 367 | $108.9K | 0.05% | +367 | New |
| Pacific Center for Financial Services | 370 | $109.8K | 0.03% | −80−17.8% | Reduced |
| Ironwood Wealth Management, Inc. | 377 | $110.6K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 373 | $110.7K | 0.02% | +4+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 374 | $111.1K | 0.03% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 378 | $112.2K | 0.19% | +378 | New |
| Field & Main Bank | 400 | $118.7K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 401 | $118.9K | 0.01% | +119+42.2% | Added |
| Bay Harbor Wealth Management, LLC | 404 | $119.9K | 0.04% | +8+2.0% | Added |
| Hantz Financial Services, Inc. | 408 | $121.0K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 410 | $121.7K | 0.07% | −82−16.7% | Reduced |
| Fairscale Capital, LLC | 419 | $124.4K | 0.11% | 00.0% | Unchanged |
| BNP Paribas | 423 | $125.5K | 0.01% | +100+31.0% | Added |
| Strategic Investment Solutions, Inc. | 584 | $126.7K | 0.04% | −4−0.7% | Reduced |
| PrairieView Partners, LLC | 440 | $130.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $130.6K | 0.07% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 406 | $132.8K | 0.00% | +28+7.4% | Added |
| Quest Partners LLC | 453 | $134.4K | 0.02% | −266−37.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 455 | $135.0K | 0.02% | +455 | New |