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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Aware Super Pty Ltd as trustee of Aware Super | 81,886 | $24.3M | 0.39% | +81,886 | New |
| Brookstone Capital Management | 81,953 | $24.3M | 0.35% | +3,672+4.7% | Added |
| NorthCrest Asset Manangement, LLC | 82,181 | $24.4M | 0.73% | −1,998−2.4% | Reduced |
| New York Life Investment Management LLC | 82,818 | $24.6M | 0.24% | −680−0.8% | Reduced |
| HM Payson & Co | 84,496 | $25.1M | 0.43% | +3,182+3.9% | Added |
| Prudential PLC | 85,001 | $25.2M | 0.13% | +12,436+17.1% | Added |
| Citizens Financial Group Inc | 86,149 | $25.6M | 0.50% | −392−0.5% | Reduced |
| LVM Capital Management Ltd | 86,344 | $25.6M | 2.76% | +2,557+3.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 86,623 | $25.7M | 0.05% | +374+0.4% | Added |
| PGGM Investments | 87,571 | $26.0M | 0.35% | +805+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,621 | $26.0M | 0.09% | −24,538−21.9% | Reduced |
| Fiduciary Trust Co | 88,136 | $26.2M | 0.35% | +102+0.1% | Added |
| Delta Global Management LP | 88,597 | $26.3M | 2.18% | −73,288−45.3% | Reduced |
| MAI Capital Management | 89,304 | $26.5M | 0.20% | +24,828+38.5% | Added |
| Tweedy, Browne Co LLC | 89,548 | $26.6M | 1.79% | −10,489−10.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 88,765 | $26.6M | 0.11% | +9,268+11.7% | Added |
| Welch & Forbes LLC | 89,872 | $26.7M | 0.34% | +98+0.1% | Added |
| Tiaa Trust, National Association | 90,095 | $26.7M | 0.08% | −5,417−5.7% | Reduced |
| Quilter Plc | 90,172 | $26.8M | 0.53% | −5,255−5.5% | Reduced |
| Varma Mutual Pension Insurance Co | 91,835 | $27.3M | 0.21% | −34,800−27.5% | Reduced |
| Polar Capital Holdings Plc | 92,177 | $27.4M | 0.15% | +61,334+198.9% | Added |
| Bragg Financial Advisors, Inc | 92,458 | $27.4M | 1.11% | −3,277−3.4% | Reduced |
| Utah Retirement Systems | 93,022 | $27.6M | 0.30% | +100+0.1% | Added |
| Coleford Investment Management Ltd. | 93,613 | $27.8M | 7.33% | +93,613 | New |
| Andra AP-fonden | 95,848 | $28.4M | 0.46% | −300−0.3% | Reduced |
| Henshaw Capital LLC | 98,805 | $29.3M | 1.22% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 99,209 | $29.4M | 0.25% | −1,096−1.1% | Reduced |
| Flossbach Von Storch AG | 99,553 | $29.5M | 0.12% | −58,106−36.9% | Reduced |
| Investment House LLC | 99,605 | $29.6M | 1.61% | +818+0.8% | Added |
| Crossmark Global Holdings, Inc. | 99,625 | $29.6M | 0.54% | −1,002−1.0% | Reduced |
| Berkley W R Corp | 100,000 | $29.7M | 1.68% | +100,000 | New |
| Dana Investment Advisors, Inc. | 100,371 | $29.8M | 0.98% | −1,600−1.6% | Reduced |
| Xponance, Inc. | 100,580 | $29.9M | 0.27% | +373+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 100,863 | $29.9M | 0.30% | +3,200+3.3% | Added |
| AMF Pensionsforsakring AB | 100,833 | $29.9M | 0.21% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 101,324 | $30.1M | 0.44% | +648+0.6% | Added |
| CIBC Asset Management Inc | 102,515 | $30.4M | 0.10% | −3,643−3.4% | Reduced |
| Noesis Capital Mangement Corp | 103,686 | $30.8M | 5.87% | +61+0.1% | Added |
| Country Trust Bank | 103,766 | $30.8M | 0.77% | −15,407−12.9% | Reduced |
| Paralel Advisors LLC | 105,000 | $31.2M | 1.33% | 00.0% | Unchanged |
| DnB Asset Management AS | 106,468 | $31.6M | 0.14% | +4,033+3.9% | Added |
| Chesley Taft & Associates LLC | 106,620 | $31.6M | 1.47% | +14,111+15.3% | Added |
| Braun Stacey Associates Inc | 106,735 | $31.7M | 1.18% | −1,257−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 107,052 | $31.7M | 0.23% | +30,084+39.1% | Added |
| Thomasville National Bank | 107,365 | $31.9M | 2.29% | −3,081−2.8% | Reduced |
| Factory Mutual Insurance Co | 108,500 | $32.2M | 0.35% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 108,596 | $32.2M | 0.23% | +6,322+6.2% | Added |
| British Columbia Investment Management Corp | 108,905 | $32.3M | 0.19% | +12,853+13.4% | Added |
| TD Waterhouse Canada Inc. | 109,611 | $32.5M | 0.26% | +19,386+21.5% | Added |
| Capital Investment Advisors, LLC | 109,865 | $32.6M | 0.66% | +3,224+3.0% | Added |
| IFM Investors Pty Ltd | 110,017 | $32.7M | 0.33% | −9,702−8.1% | Reduced |
| Pathstone Holdings, LLC | 110,511 | $32.8M | 0.14% | −2,734−2.4% | Reduced |
| Cambiar Investors LLC | 111,177 | $33.0M | 1.31% | −47,607−30.0% | Reduced |
| CBOE Vest Financial, LLC | 111,576 | $33.1M | 0.59% | +9,129+8.9% | Added |
| USS Investment Management Ltd | 111,776 | $33.2M | 0.24% | −4,350−3.7% | Reduced |
| Amalgamated Bank | 113,193 | $33.6M | 0.28% | −2,848−2.5% | Reduced |
| Destination Wealth Management | 113,561 | $33.7M | 1.05% | −6,021−5.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 114,163 | $33.9M | 2.64% | −202−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 114,992 | $34.1M | 1.23% | −270.0% | Reduced |
| Rheos Capital Works Inc. | 115,200 | $34.2M | 1.89% | +16,500+16.7% | Added |
| Pinebridge Investments, L.P. | 116,752 | $34.7M | 0.26% | −59,173−33.6% | Reduced |
| Intech Investment Management LLC | 117,846 | $35.0M | 0.34% | −2,153−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,331 | $35.1M | 0.22% | −3,928−3.2% | Reduced |
| Achmea Investment Management B.V. | 118,476 | $35.2M | 0.58% | +56,525+91.2% | Added |
| Greatmark Investment Partners, Inc. | 118,519 | $35.2M | 4.79% | −4,237−3.5% | Reduced |
| Maple Capital Management, Inc. | 120,303 | $35.7M | 2.63% | +667+0.6% | Added |
| Chilton Capital Management LLC | 120,645 | $35.8M | 1.51% | +2,087+1.8% | Added |
| Czech National Bank | 120,663 | $35.8M | 0.33% | +6,255+5.5% | Added |
| Groupe la Francaise | 122,125 | $36.1M | 0.93% | +122,125 | New |
| Smith Group Asset Management, LLC | 122,225 | $36.3M | 2.67% | +2,039+1.7% | Added |
| Edgar Lomax Co | 123,415 | $36.6M | 2.36% | −2,350−1.9% | Reduced |
| Mill Capital Management, LLC | 126,390 | $37.5M | 2.96% | −1,592−1.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 127,716 | $37.9M | 3.04% | −3,003−2.3% | Reduced |
| Commerce Bank | 127,976 | $38.0M | 0.23% | −724−0.6% | Reduced |
| Advisors Asset Management, Inc. | 128,685 | $38.2M | 0.70% | −3,513−2.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 128,836 | $38.2M | 0.46% | −1,219−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 129,212 | $38.3M | 0.20% | +5,028+4.0% | Added |
| Marex Group plc | 130,582 | $38.8M | 0.66% | +90,642+226.9% | Added |
| Regions Financial Corp | 130,971 | $38.9M | 0.29% | −2,677−2.0% | Reduced |
| Martingale Asset Management L P | 133,695 | $39.7M | 0.97% | −17,798−11.7% | Reduced |
| Huntington National Bank | 134,106 | $39.8M | 0.28% | −2,012−1.5% | Reduced |
| Allworth Financial LP | 124,938 | $40.3M | 0.22% | +3,830+3.2% | Added |
| Cullen/Frost Bankers, Inc. | 136,031 | $40.4M | 0.55% | −1,240−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 136,176 | $40.4M | 0.79% | −2,600−1.9% | Reduced |
| Aureus Asset Management, LLC | 137,803 | $40.9M | 2.64% | −2,296−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 139,531 | $41.4M | 0.70% | +3,041+2.2% | Added |
| QRG Capital Management, Inc. | 140,041 | $41.6M | 0.43% | +24,279+21.0% | Added |
| Cetera Investment Advisers | 144,665 | $42.9M | 0.09% | +778+0.5% | Added |
| Mariner, LLC | 146,179 | $43.4M | 0.07% | +4,838+3.4% | Added |
| Mercer Global Advisors Inc | 147,289 | $43.7M | 0.11% | +147,289 | New |
| Captrust Financial Advisors | 148,761 | $44.2M | 0.13% | −710.0% | Reduced |
| Mediolanum International Funds Ltd | 149,291 | $44.3M | 0.58% | +6,124+4.3% | Added |
| Cerity Partners LLC | 152,682 | $44.4M | 0.10% | +1,917+1.3% | Added |
| Strategic Wealth Designers | 440,806 | $44.4M | 2.84% | +399,873+976.9% | Added |
| Central Securities Corp | 150,000 | $44.5M | 4.25% | −20,000−11.8% | Reduced |
| Daiwa Securities Group Inc. | 150,854 | $44.8M | 0.20% | +3,281+2.2% | Added |
| State of Michigan Retirement System | 151,077 | $44.8M | 0.23% | −1,900−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 188,918 | $45.3M | 0.10% | +15,601+9.0% | Added |
| MetLife Investment Management | 156,659 | $46.5M | 0.25% | +1,045+0.7% | Added |
| DekaBank Deutsche Girozentrale | 155,374 | $46.6M | 0.09% | 00.0% | Unchanged |