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
- 858 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 |
|---|---|---|---|---|---|
| Umb Bank N A | 21,858 | $6.49M | 0.10% | −275−1.2% | Reduced |
| AlpenGlobal Capital LLC | 21,913 | $6.50M | 4.23% | +21,913 | New |
| Condor Capital Management | 21,986 | $6.53M | 0.58% | −376−1.7% | Reduced |
| Plato Investment Management Ltd | 22,174 | $6.60M | 0.49% | −1,263−5.4% | Reduced |
| Hutner Capital Management Inc | 22,352 | $6.63M | 3.20% | −325−1.4% | Reduced |
| Bremer Bank National Association | 22,452 | $6.66M | 1.32% | +148+0.7% | Added |
| Grassi Investment Management | 22,460 | $6.67M | 0.57% | 00.0% | Unchanged |
| Chicago Trust Co NA | 22,788 | $6.76M | 1.20% | −351−1.5% | Reduced |
| Kingsview Wealth Management, LLC | 22,812 | $6.77M | 0.13% | +553+2.5% | Added |
| Sandhill Capital Partners LLC | 22,846 | $6.78M | 0.53% | −313−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,919 | $6.80M | 0.71% | −2,906−11.3% | Reduced |
| Montag A & Associates Inc | 22,946 | $6.81M | 0.32% | +352+1.6% | Added |
| RBF Capital, LLC | 23,000 | $6.83M | 0.36% | 00.0% | Unchanged |
| Wedbush Securities Inc | 23,003 | $6.83M | 0.24% | −1,776−7.2% | Reduced |
| Bretton Capital Management, LLC | 23,100 | $6.86M | 6.60% | 00.0% | Unchanged |
| Longbow Finance SA | 23,144 | $6.87M | 0.75% | +1,096+5.0% | Added |
| Trust Co of Vermont | 23,169 | $6.88M | 0.33% | −290−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 23,257 | $6.90M | 0.24% | −90.0% | Reduced |
| Silvant Capital Management LLC | 23,279 | $6.91M | 0.29% | −100−0.4% | Reduced |
| RSM US Wealth Management LLC | 23,305 | $6.93M | 0.10% | +5,270+29.2% | Added |
| Wisconsin Capital Management LLC | 23,427 | $6.95M | 3.82% | −342−1.4% | Reduced |
| Community Financial Services Group, LLC | 23,457 | $6.96M | 1.38% | −53−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,524 | $6.98M | 0.65% | −181−0.8% | Reduced |
| Synovus Financial Corp | 23,521 | $6.98M | 0.09% | +30+0.1% | Added |
| Shell Asset Management Co | 23,715 | $7.04M | 0.31% | +4,488+23.3% | Added |
| Warther Private Wealth, LLC | 23,748 | $7.05M | 2.40% | −979−4.0% | Reduced |
| Venture Visionary Partners LLC | 23,998 | $7.12M | 0.30% | −253−1.0% | Reduced |
| Hendershot Investments Inc. | 24,365 | $7.23M | 0.99% | −70.0% | Reduced |
| Mirabaud Asset Management Ltd | 24,456 | $7.27M | 3.38% | −5,205−17.5% | Reduced |
| Roundview Capital LLC | 24,626 | $7.31M | 0.51% | +89+0.4% | Added |
| Milestone Asset Management, LLC | 24,642 | $7.31M | 1.62% | +3,103+14.4% | Added |
| Adalta Capital Management LLC | 24,785 | $7.36M | 3.84% | −820−3.2% | Reduced |
| Bokf, NA | 25,179 | $7.39M | 0.12% | +140+0.6% | Added |
| First Interstate Bank | 24,962 | $7.41M | 0.45% | −656−2.6% | Reduced |
| Long Corridor Asset Management Ltd | 25,000 | $7.42M | 5.57% | 00.0% | Unchanged |
| We Are One Seven, LLC | 25,046 | $7.43M | 0.29% | +12,405+98.1% | Added |
| Cary Street Partners Financial LLC | 25,117 | $7.45M | 0.24% | +25,117 | New |
| AustralianSuper Pty Ltd | 25,266 | $7.50M | 0.04% | −16,147−39.0% | Reduced |
| Park Avenue Securities LLC | 25,266 | $7.50M | 0.08% | +8,862+54.0% | Added |
| Arcadia Investment Management Corp | 25,365 | $7.53M | 1.20% | −469−1.8% | Reduced |
| Omers Administration Corp | 25,463 | $7.56M | 0.07% | +4,324+20.5% | Added |
| Sequoia Financial Advisors, LLC | 25,485 | $7.56M | 0.07% | +3,923+18.2% | Added |
| AMG National Trust Bank | 25,663 | $7.62M | 0.21% | +40+0.2% | Added |
| Oddo BHF Asset Management SAS | 25,728 | $7.64M | 0.39% | +4,713+22.4% | Added |
| Foster Group, Inc. | 25,841 | $7.67M | 0.29% | −31−0.1% | Reduced |
| Chatham Capital Group, Inc. | 25,867 | $7.68M | 1.26% | +471+1.9% | Added |
| Riggs Asset Managment Co. Inc. | 25,904 | $7.70M | 2.06% | +373+1.5% | Added |
| L1 Capital International Pty Ltd | 25,952 | $7.70M | 2.37% | −5,289−16.9% | Reduced |
| E. Ohman J:or Asset Management AB | 25,970 | $7.71M | 0.18% | +2,570+11.0% | Added |
| Scotia Capital Inc. | 25,983 | $7.71M | 0.04% | +3,137+13.7% | Added |
| Reliant Investment Management, LLC | 26,084 | $7.74M | 3.42% | +435+1.7% | Added |
| NewEdge Wealth, LLC | 26,102 | $7.75M | 0.13% | +1,471+6.0% | Added |
| L & S Advisors Inc | 26,160 | $7.76M | 0.85% | −2,177−7.7% | Reduced |
| Asset Dedication, LLC | 26,306 | $7.81M | 0.61% | −5,055−16.1% | Reduced |
| Avantax Advisory Services, Inc. | 26,315 | $7.81M | 0.05% | +1,564+6.3% | Added |
| Assenagon Asset Management S.A. | 26,370 | $7.83M | 0.01% | −655−2.4% | Reduced |
| EP Wealth Advisors, LLC | 26,641 | $7.91M | 0.06% | +5,253+24.6% | Added |
| Ieq Capital, LLC | 26,654 | $7.91M | 0.08% | −5,230−16.4% | Reduced |
| Heritage Trust Co | 26,663 | $7.91M | 0.93% | +26,663 | New |
| TownSquare Capital, LLC | 26,730 | $7.93M | 0.09% | −13,792−34.0% | Reduced |
| New Mexico Educational Retirement Board | 26,763 | $7.94M | 0.27% | −1,000−3.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 26,849 | $7.97M | 1.98% | −557−2.0% | Reduced |
| Coastline Trust Co | 26,919 | $7.99M | 0.94% | −161−0.6% | Reduced |
| Meitav Dash Investments Ltd | 27,136 | $8.06M | 0.14% | +11,211+70.4% | Added |
| Bearing Point Capital, LLC | 27,223 | $8.08M | 1.68% | +27,223 | New |
| Triglav Skladi, D.O.O. | 27,500 | $8.16M | 0.64% | +27,500 | New |
| Guggenheim Capital LLC | 27,555 | $8.18M | 0.07% | −2,482−8.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $8.18M | 0.58% | 00.0% | Unchanged |
| Adviser Investments LLC | 27,854 | $8.27M | 0.10% | +818+3.0% | Added |
| Artemis Investment Management LLP | 28,155 | $8.36M | 0.12% | +6,450+29.7% | Added |
| Boyd Watterson Asset Management LLC | 28,188 | $8.37M | 2.33% | −162−0.6% | Reduced |
| Avitas Wealth Management LLC | 28,283 | $8.39M | 1.16% | +207+0.7% | Added |
| Northwest & Ethical Investments L.P. | 28,415 | $8.43M | 0.23% | −14,335−33.5% | Reduced |
| McMahon Financial Advisors, LLC | 28,473 | $8.45M | 2.16% | +3,914+15.9% | Added |
| Redwood Grove Capital, LLC | 28,672 | $8.51M | 2.64% | −34,108−54.3% | Reduced |
| Dnca Finance | 28,724 | $8.52M | 0.66% | +28,724 | New |
| Lombard Odier Asset Management (Europe) Ltd | 28,988 | $8.60M | 0.55% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 29,033 | $8.62M | 9.70% | +29,033 | New |
| Atlantic Union Bankshares Corp | 29,098 | $8.64M | 0.50% | −404−1.4% | Reduced |
| Guardian Partners Inc. | 28,719 | $8.70M | 0.89% | +28,719 | New |
| Bouvel Investment Partners, LLC | 29,323 | $8.70M | 3.14% | +406+1.4% | Added |
| Amica Mutual Insurance Co | 29,343 | $8.71M | 0.89% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,500 | $8.76M | 0.90% | +29,500 | New |
| CWM, LLC | 29,799 | $8.84M | 0.04% | +6,816+29.7% | Added |
| Advisory Services Network, LLC | 29,872 | $8.87M | 0.17% | +4,288+16.8% | Added |
| Metis Global Partners, LLC | 29,888 | $8.87M | 0.27% | +1,552+5.5% | Added |
| Central Trust Co | 29,892 | $8.87M | 0.22% | +144+0.5% | Added |
| Louisiana State Employees Retirement System | 29,900 | $8.87M | 0.17% | −1,700−5.4% | Reduced |
| Securian Asset Management, Inc | 29,910 | $8.88M | 0.26% | −1,152−3.7% | Reduced |
| Pavion Blue Capital, LLC | 29,947 | $8.89M | 4.17% | −242−0.8% | Reduced |
| Contravisory Investment Management, Inc. | 29,960 | $8.89M | 1.90% | −72−0.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 30,000 | $8.90M | 0.09% | +30,000 | New |
| St Germain D J Co Inc | 30,004 | $8.90M | 0.40% | −1,932−6.0% | Reduced |
| Ceera Investments, LLC | 30,076 | $8.93M | 3.06% | −632−2.1% | Reduced |
| Maryland State Retirement & Pension System | 30,203 | $8.96M | 0.19% | −2,148−6.6% | Reduced |
| Stratos Wealth Partners, LTD. | 30,438 | $9.03M | 0.13% | +565+1.9% | Added |
| Bensler, LLC | 30,585 | $9.08M | 1.08% | +1,010+3.4% | Added |
| Highland Capital Management, LLC | 30,967 | $9.19M | 0.53% | −6,457−17.3% | Reduced |
| 1st Source Bank | 31,354 | $9.31M | 0.53% | −558−1.7% | Reduced |
| Wellington Shields Capital Management, LLC | 179,359 | $9.34M | 1.65% | +147,929+470.7% | Added |