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 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 47,949 | $14.2M | 0.45% | +1,785+3.9% | Added |
| Gradient Investments LLC | 48,266 | $14.3M | 0.29% | −5,689−10.5% | Reduced |
| Sky Investment Group LLC | 48,302 | $14.3M | 2.62% | −502−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 48,424 | $14.4M | 0.79% | −2,943−5.7% | Reduced |
| Prospera Financial Services Inc | 48,586 | $14.4M | 0.34% | +42,669+721.1% | Added |
| Stanley Capital Management, LLC | 48,830 | $14.5M | 2.82% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 49,017 | $14.5M | 0.41% | −12,392−20.2% | Reduced |
| Marsico Capital Management LLC | 49,394 | $14.7M | 0.40% | +31,539+176.6% | Added |
| Narwhal Capital Management | 49,567 | $14.7M | 1.30% | −1,464−2.9% | Reduced |
| Perennial Advisors, LLC | 49,942 | $14.8M | 3.23% | +49,942 | New |
| Oppenheimer & Co Inc | 50,009 | $14.8M | 0.22% | +4,959+11.0% | Added |
| Argent Trust Co | 50,057 | $14.9M | 0.61% | −683−1.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 50,060 | $14.9M | 0.68% | −6,230−11.1% | Reduced |
| Atria Investments LLC | 50,085 | $14.9M | 0.18% | +1,064+2.2% | Added |
| Greystone Financial Group, LLC | 50,093 | $14.9M | 2.59% | +697+1.4% | Added |
| Sandy Spring Bank | 50,705 | $15.0M | 0.61% | −1,181−2.3% | Reduced |
| Griffin Asset Management, Inc. | 50,926 | $15.1M | 1.78% | −359−0.7% | Reduced |
| Eagle Rock Investment Company, LLC | 51,115 | $15.2M | 2.52% | −144−0.3% | Reduced |
| New Age Alpha Advisors, LLC | 51,162 | $15.2M | 0.61% | +51,118+116,177.3% | Added |
| Allspring Global Investments Holdings, LLC | 50,896 | $15.2M | 0.02% | −4,157−7.6% | Reduced |
| Diversified Trust Co | 51,846 | $15.4M | 0.38% | −412−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 51,902 | $15.4M | 0.33% | −2,806−5.1% | Reduced |
| Chemistry Wealth Management LLC | 51,941 | $15.4M | 3.61% | −110−0.2% | Reduced |
| Mizuho Securities USA LLC | 52,745 | $15.7M | 0.29% | +16,327+44.8% | Added |
| Erste Asset Management GmbH | 51,984 | $15.7M | 0.19% | +24,654+90.2% | Added |
| Cullinan Associates Inc | 53,101 | $15.8M | 1.01% | −8,047−13.2% | Reduced |
| Calamos Wealth Management LLC | 53,286 | $15.8M | 0.79% | +264+0.5% | Added |
| Davenport & Co LLC | 53,358 | $15.8M | 0.09% | +230+0.4% | Added |
| Willis Investment Counsel | 53,983 | $16.0M | 1.05% | +1,361+2.6% | Added |
| Sienna Gestion | 54,658 | $16.2M | 1.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 54,784 | $16.3M | 0.09% | −939−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 54,809 | $16.3M | 0.26% | −38−0.1% | Reduced |
| Carret Asset Management, LLC | 55,241 | $16.4M | 1.80% | −1,464−2.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 55,581 | $16.5M | 1.09% | −2,709−4.6% | Reduced |
| GHP Investment Advisors, Inc. | 55,814 | $16.6M | 0.77% | −1,179−2.1% | Reduced |
| Cresset Asset Management, LLC | 56,061 | $16.6M | 0.08% | −45,806−45.0% | Reduced |
| Quantinno Capital Management LP | 56,156 | $16.7M | 0.16% | +19,745+54.2% | Added |
| Silvercrest Asset Management Group LLC | 56,334 | $16.7M | 0.11% | −960−1.7% | Reduced |
| Laffer Tengler Investments | 56,411 | $16.7M | 3.29% | +6,709+13.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 56,599 | $16.8M | 0.17% | −16,038−22.1% | Reduced |
| Kestra Advisory Services, LLC | 56,674 | $16.8M | 0.09% | −22,336−28.3% | Reduced |
| Mackenzie Financial Corp | 56,858 | $16.9M | 0.02% | +563+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 57,360 | $17.0M | 0.25% | +3,160+5.8% | Added |
| HB Wealth Management, LLC | 57,774 | $17.1M | 0.18% | +211+0.4% | Added |
| Perigon Wealth Management, LLC | 55,443 | $17.3M | 0.42% | +680+1.2% | Added |
| Torray LLC | 58,287 | $17.3M | 2.48% | −7,963−12.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 58,347 | $17.3M | 3.22% | −377−0.6% | Reduced |
| Generali Asset Management SPA SGR | 58,667 | $17.4M | 0.44% | +58,667 | New |
| Panagora Asset Management Inc | 59,097 | $17.5M | 0.08% | +42,897+264.8% | Added |
| Prana Capital Management, LP | 59,552 | $17.7M | 0.84% | +59,552 | New |
| Lido Advisors, LLC | 61,000 | $18.1M | 0.11% | −7,138−10.5% | Reduced |
| Rice Partnership, LLC | 61,027 | $18.1M | 3.45% | +1,258+2.1% | Added |
| Equitable Trust Co | 61,382 | $18.2M | 1.02% | −1,581−2.5% | Reduced |
| GM Advisory Group, Inc. | 61,753 | $18.3M | 1.01% | −2,697−4.2% | Reduced |
| Sprucegrove Investment Management Ltd | 62,197 | $18.5M | 1.32% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 62,345 | $18.5M | 1.42% | −3,555−5.4% | Reduced |
| GDS Wealth Management | 62,468 | $18.5M | 1.69% | +2,231+3.7% | Added |
| Peapack Gladstone Financial Corp | 63,058 | $18.7M | 0.27% | −218−0.3% | Reduced |
| Shayne & Co., LLC | 63,332 | $18.8M | 4.92% | −750−1.2% | Reduced |
| Abn Amro Investment Solutions | 64,618 | $19.2M | 0.36% | −2,288−3.4% | Reduced |
| Ofi Invest Asset Management | 67,035 | $19.2M | 0.45% | +67,035 | New |
| Payden & Rygel | 64,800 | $19.2M | 1.66% | −2,500−3.7% | Reduced |
| Connors Investor Services Inc | 65,551 | $19.5M | 1.82% | −602−0.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 65,627 | $19.5M | 3.51% | +112+0.2% | Added |
| Eagle Global Advisors LLC | 66,027 | $19.6M | 0.80% | +300.0% | Added |
| Mutual of America Capital Management LLC | 66,670 | $19.8M | 0.21% | −2,491−3.6% | Reduced |
| United Services Automobile Association | 66,800 | $19.8M | 0.65% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 67,517 | $20.0M | 0.20% | −10,796−13.8% | Reduced |
| Orion Portfolio Solutions, LLC | 67,517 | $20.0M | 0.20% | −10,796−13.8% | Reduced |
| Wolverine Trading, LLC | 67,929 | $20.2M | 0.45% | +66,449+4,489.8% | Added |
| Whittier Trust Co | 68,330 | $20.3M | 0.27% | −539−0.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 68,653 | $20.4M | 3.44% | −2,215−3.1% | Reduced |
| JustInvest LLC | 68,839 | $20.4M | 0.31% | +250+0.4% | Added |
| Moran Wealth Management, LLC | 68,841 | $20.4M | 0.65% | +44,987+188.6% | Added |
| Assetmark, Inc | 69,073 | $20.5M | 0.06% | +2,048+3.1% | Added |
| Wealthfront Advisers LLC | 69,201 | $20.5M | 0.06% | +6,505+10.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 69,456 | $20.6M | 0.07% | −28,965−29.4% | Reduced |
| Parthenon LLC | 69,632 | $20.7M | 2.50% | +792+1.2% | Added |
| Galvin, Gaustad & Stein, LLC | 70,114 | $20.8M | 1.86% | −526−0.7% | Reduced |
| Nissay Asset Management Corp | 69,693 | $21.0M | 0.13% | −1,138−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 71,367 | $21.2M | 0.19% | −57,844−44.8% | Reduced |
| Penserra Capital Management LLC | 71,396 | $21.2M | 0.39% | +1,233+1.8% | Added |
| Marco Investment Management LLC | 71,459 | $21.2M | 1.83% | −2,245−3.0% | Reduced |
| GWM Advisors LLC | 71,776 | $21.3M | 0.13% | −1,392−1.9% | Reduced |
| Hancock Whitney Corp | 73,013 | $21.7M | 0.69% | +640+0.9% | Added |
| SG Americas Securities, LLC | 73,387 | $21.8M | 0.09% | −336,989−82.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 75,267 | $22.3M | 0.44% | +75+0.1% | Added |
| Abner Herrman & Brock LLC | 75,601 | $22.4M | 2.79% | −2,007−2.6% | Reduced |
| Founders Capital Management, LLC | 77,269 | $22.9M | 4.02% | −1,461−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 77,290 | $22.9M | 0.19% | +6,058+8.5% | Added |
| Ethic Inc. | 77,315 | $22.9M | 0.46% | +7,953+11.5% | Added |
| Yousif Capital Management, LLC | 77,422 | $23.0M | 0.25% | −589−0.8% | Reduced |
| Balyasny Asset Management LLC | 77,762 | $23.1M | 0.05% | −36,121−31.7% | Reduced |
| MML Investors Services, LLC | 78,008 | $23.2M | 0.08% | −3,335−4.1% | Reduced |
| Beacon Pointe Advisors, LLC | 78,081 | $23.2M | 0.26% | −5,474−6.6% | Reduced |
| Franklin Street Advisors Inc | 79,371 | $23.6M | 1.57% | −12,299−13.4% | Reduced |
| State of Alaska, Department of Revenue | 79,451 | $23.6M | 0.26% | +11,090+16.2% | Added |
| Baxter Bros Inc | 79,646 | $23.6M | 3.09% | −181−0.2% | Reduced |
| Cobblestone Capital Advisors LLC | 81,726 | $24.3M | 1.32% | −1,868−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 81,781 | $24.3M | 0.24% | +81,781 | New |