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 |
|---|---|---|---|---|---|
| Legacy Trust | 31,475 | $9.34M | 2.17% | −73−0.2% | Reduced |
| Miracle Mile Advisors, LLC | 31,550 | $9.36M | 0.19% | +31,550 | New |
| NJ State Employees Deferred Compensation Plan | 31,600 | $9.38M | 1.14% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 31,800 | $9.44M | 0.38% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 31,847 | $9.45M | 3.82% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 31,954 | $9.48M | 0.22% | +7,461+30.5% | Added |
| Westend Capital Management, LLC | 31,990 | $9.49M | 2.82% | +243+0.8% | Added |
| LB Partners LLC | 32,000 | $9.50M | 7.12% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 32,127 | $9.54M | 0.79% | −621−1.9% | Reduced |
| Fundamentun, LLC | 32,388 | $9.61M | 0.58% | −2,336−6.7% | Reduced |
| DCM Advisors, LLC | 32,604 | $9.65M | 4.53% | +2,274+7.5% | Added |
| Stokes Capital Advisors, LLC | 32,590 | $9.67M | 2.50% | −568−1.7% | Reduced |
| Exchange Traded Concepts, LLC | 32,638 | $9.69M | 0.20% | −40,234−55.2% | Reduced |
| HighPoint Advisor Group LLC | 31,413 | $9.72M | 0.53% | +1,143+3.8% | Added |
| Bryn Mawr Trust Co | 32,939 | $9.78M | 0.18% | +1,511+4.8% | Added |
| Banyan Capital Management, Inc. | 33,170 | $9.84M | 5.91% | −1,788−5.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 33,250 | $9.87M | 2.86% | −20−0.1% | Reduced |
| D.A. Davidson & Co. | 33,311 | $9.89M | 0.08% | +452+1.4% | Added |
| Woodline Partners LP | 33,421 | $9.92M | 0.07% | +33,421 | New |
| Winslow Asset Management Inc | 33,705 | $10.0M | 1.99% | −1,380−3.9% | Reduced |
| SP Asset Management LLC | 33,852 | $10.0M | 0.84% | −783−2.3% | Reduced |
| Rodgers Brothers Inc. | 34,207 | $10.2M | 1.32% | 00.0% | Unchanged |
| Family Management Corp | 34,331 | $10.2M | 1.65% | +12,152+54.8% | Added |
| Headinvest, LLC | 34,416 | $10.2M | 1.93% | −1,441−4.0% | Reduced |
| Boston Common Asset Management, LLC | 34,418 | $10.2M | 0.30% | −3,368−8.9% | Reduced |
| Hartford Investment Management Co | 34,422 | $10.2M | 0.33% | −924−2.6% | Reduced |
| Meyer Handelman Co | 34,501 | $10.2M | 0.35% | −80.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 34,655 | $10.3M | 0.16% | −130−0.4% | Reduced |
| Martin Investment Management, LLC | 34,702 | $10.3M | 2.83% | −6,398−15.6% | Reduced |
| Seizert Capital Partners, LLC | 34,793 | $10.3M | 0.47% | −90−0.3% | Reduced |
| Unison Asset Management LLC | 34,859 | $10.3M | 5.07% | +855+2.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 35,312 | $10.5M | 0.11% | +35,312 | New |
| Norinchukin Bank, The | 35,345 | $10.5M | 0.22% | +1,393+4.1% | Added |
| Jacobs & Co | 35,899 | $10.7M | 1.08% | −2,413−6.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,093 | $10.7M | 3.52% | 00.0% | Unchanged |
| CX Institutional | 36,307 | $10.8M | 0.43% | −3,528−8.9% | Reduced |
| Empowered Funds, LLC | 36,765 | $10.9M | 0.16% | +22,474+157.3% | Added |
| Family Capital Trust Co | 37,178 | $11.0M | 3.74% | −2,457−6.2% | Reduced |
| Jones Financial Companies LLLP | 37,497 | $11.1M | 0.01% | +12,035+47.3% | Added |
| Whittier Trust Co of Nevada Inc | 37,670 | $11.2M | 0.27% | −83−0.2% | Reduced |
| Walleye Trading LLC | 37,807 | $11.2M | 0.22% | −291,782−88.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 37,946 | $11.3M | 0.31% | −5,518−12.7% | Reduced |
| Vontobel Holding Ltd. | 38,576 | $11.4M | 0.04% | −504−1.3% | Reduced |
| Kentucky Retirement Systems | 38,594 | $11.5M | 0.34% | −532−1.4% | Reduced |
| Shelton Capital Management | 38,626 | $11.5M | 0.29% | +8,018+26.2% | Added |
| Stansberry Asset Management, LLC | 38,780 | $11.5M | 1.49% | −1,059−2.7% | Reduced |
| NWF Advisory Services Inc. | 38,799 | $11.5M | 1.69% | +3,530+10.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 38,969 | $11.6M | 1.01% | −470−1.2% | Reduced |
| Ironwood Investment Counsel, LLC | 39,002 | $11.6M | 1.98% | −774−1.9% | Reduced |
| Silicon Valley Capital Partners | 39,081 | $11.6M | 1.29% | −1,413−3.5% | Reduced |
| Benjamin Edwards Inc | 39,144 | $11.6M | 0.17% | +1,495+4.0% | Added |
| Davy Global Fund Management Ltd | 39,256 | $11.7M | 1.38% | −6,033−13.3% | Reduced |
| Illinois Municipal Retirement Fund | 39,734 | $11.8M | 0.17% | −4,441−10.1% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $11.8M | 2.95% | 00.0% | Unchanged |
| Great West Life Assurance Co | 40,079 | $11.9M | 0.02% | −38,849−49.2% | Reduced |
| Grimes & Company, Inc. | 40,118 | $11.9M | 0.34% | −579−1.4% | Reduced |
| Independent Advisor Alliance | 40,323 | $12.0M | 0.16% | +2,003+5.2% | Added |
| Buckingham Capital Management, Inc. | 40,425 | $12.0M | 1.38% | −1,687−4.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 40,431 | $12.0M | 7.49% | +40,431 | New |
| Radnor Capital Management, LLC | 40,434 | $12.0M | 2.01% | −5,485−11.9% | Reduced |
| Kestra Private Wealth Services, LLC | 40,671 | $12.1M | 0.21% | −2,086−4.9% | Reduced |
| Avanza Fonder AB | 40,711 | $12.1M | 0.36% | +40,711 | New |
| Tower Research Capital LLC (TRC) | 40,989 | $12.2M | 0.24% | −7,054−14.7% | Reduced |
| WoodTrust Financial Corp | 41,006 | $12.2M | 1.71% | −326−0.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 41,010 | $12.2M | 3.22% | −530−1.3% | Reduced |
| Financial Avengers, Inc. | 41,215 | $12.2M | 5.77% | −2,601−5.9% | Reduced |
| Savant Capital, LLC | 41,319 | $12.3M | 0.10% | +156+0.4% | Added |
| Fiera Capital Corp | 41,324 | $12.3M | 0.04% | +6,400+18.3% | Added |
| NatWest Group plc | 41,410 | $12.3M | 3.64% | +37+0.1% | Added |
| M. Kulyk & Associates, LLC | 41,465 | $12.3M | 2.66% | −3,661−8.1% | Reduced |
| Brown Brothers Harriman & Co | 41,690 | $12.4M | 0.09% | +121+0.3% | Added |
| Kinneret Advisory, LLC | 41,798 | $12.4M | 1.17% | −1,947−4.5% | Reduced |
| Bessemer Group Inc | 41,828 | $12.4M | 0.02% | +961+2.4% | Added |
| Atria Wealth Solutions, Inc. | 42,063 | $12.5M | 0.14% | +1,747+4.3% | Added |
| Congress Wealth Management LLC | 42,095 | $12.5M | 0.17% | −27,462−39.5% | Reduced |
| Van Cleef Asset Management,Inc | 42,142 | $12.5M | 1.37% | +23+0.1% | Added |
| Searle & Co. | 42,199 | $12.5M | 3.61% | +670+1.6% | Added |
| Warren Averett Asset Management, LLC | 42,296 | $12.6M | 0.19% | +2,916+7.4% | Added |
| NFC Investments, LLC | 42,325 | $12.6M | 3.47% | −282−0.7% | Reduced |
| Clearstead Advisors, LLC | 42,894 | $12.7M | 0.19% | −4,041−8.6% | Reduced |
| Mirova | 42,900 | $12.7M | 2.20% | +943+2.2% | Added |
| Investment Management Corp of Ontario | 43,056 | $12.8M | 0.42% | +18,615+76.2% | Added |
| TrimTabs Asset Management, LLC | 43,121 | $12.8M | 1.68% | +13,640+46.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 42,811 | $12.9M | 0.15% | +11,359+36.1% | Added |
| Pacer Advisors, Inc. | 44,162 | $13.1M | 0.03% | +2,510+6.0% | Added |
| Gulf International Bank (UK) Ltd | 44,367 | $13.2M | 0.33% | −507−1.1% | Reduced |
| Neville Rodie & Shaw Inc | 44,570 | $13.2M | 0.96% | −100.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 45,422 | $13.5M | 0.96% | +565+1.3% | Added |
| Hudson Valley Investment Advisors Inc | 45,623 | $13.5M | 1.53% | −2,913−6.0% | Reduced |
| Drexel Morgan & Co. | 45,918 | $13.6M | 2.81% | −25,000−35.3% | Reduced |
| 2Xideas AG | 46,381 | $13.8M | 1.84% | +13,173+39.7% | Added |
| Klingenstein Fields & Co LP | 46,416 | $13.8M | 0.56% | −1,806−3.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $13.9M | 0.12% | +20,000+74.1% | Added |
| ING Groep NV | 47,190 | $14.0M | 0.09% | +29,732+170.3% | Added |
| Fishman Jay A Ltd | 47,542 | $14.1M | 1.32% | −80−0.2% | Reduced |
| Choate Investment Advisors | 47,604 | $14.1M | 0.34% | −10,175−17.6% | Reduced |
| Univest Financial Corp | 47,624 | $14.1M | 0.89% | −1,850−3.7% | Reduced |
| Clifford Capital Partners LLC | 47,691 | $14.2M | 2.93% | −1,764−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 47,715 | $14.2M | 0.26% | −341−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 47,862 | $14.2M | 0.54% | +4,739+11.0% | Added |