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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.

Institutional holdersQ4 2024: 2,642 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2024: $177.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2024.

Institutions holding AXP in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
South Plains Financial, Inc.738$219.0K0.17%+738New
4WEALTH Advisors, Inc.740$219.5K0.22%+740New
CAP Partners, LLC740$219.7K0.15%−17−2.2%Reduced
Fiducient Advisors LLC743$220.5K0.03%−304−29.0%Reduced
Portfolio Design Labs, LLC743$220.5K0.05%+743New
Hexagon Capital Partners LLC744$220.9K0.04%−462−38.3%Reduced
Woodward Diversified Capital, LLC746$221.4K0.16%−284−27.6%Reduced
Semmax Financial Advisors Inc.721$221.6K0.06%+2+0.3%Added
Calton & Associates, Inc.748$222.0K0.10%−1,164−60.9%Reduced
Shilanski & Associates, Inc.749$222.3K0.07%00.0%Unchanged
Park Square Financial Group, LLC749$222.3K0.15%+749New
DF Dent & Co Inc750$222.6K0.00%−355−32.1%Reduced
LBMC Investment Advisors, LLC750$222.6K0.02%00.0%Unchanged
North Berkeley Wealth Management, LLC750$222.6K0.23%+750New
Wedgewood Investors Inc751$222.9K0.26%−7−0.9%Reduced
LexAurum Advisors, LLC751$222.9K0.04%+751New
Cyrus J. Lawrence, LLC754$223.0K0.04%+25+3.4%Added
Magnolia Capital Advisors LLC752$223.2K0.06%+1+0.1%Added
Up Strategic Wealth Investment Advisors LLC754$223.8K0.22%+754New
SkyOak Wealth, LLC755$224.1K0.05%00.0%Unchanged
Tyler-Stone Wealth Management756$224.4K0.04%−2−0.3%Reduced
Navis Wealth Advisors, LLC757$224.7K0.25%+12+1.6%Added
Acorns Advisers, LLC759$225.0K0.00%+9+1.2%Added
Facet Wealth, Inc.717$227.2K0.01%+717New
Wealth Dimensions Group, Ltd.766$227.3K0.06%+766New
SLT Holdings LLC768$227.9K0.22%+768New
American Financial Advisors, LLC771$228.7K0.03%−75−8.9%Reduced
MinichMacGregor Wealth Management, LLC772$229.1K0.05%−252−24.6%Reduced
Prudent Investors Network773$229.4K0.07%+773New
David J Yvars Group775$230.0K0.14%+775New
49 Wealth Management, LLC776$230.2K0.03%−161−17.2%Reduced
Per Stirling Capital Management, LLC.776$230.4K0.03%+1+0.1%Added
Capital Advisors Wealth Management, LLC778$230.9K0.04%+27+3.6%Added
First Financial Corp779$231.2K0.11%00.0%Unchanged
Live Oak Private Wealth LLC779$231.2K0.04%+6+0.8%Added
Renasant Bank780$231.5K0.15%+780New
Executive Wealth Management, LLC782$232.1K0.02%+25+3.3%Added
Bellecapital International Ltd.783$232.4K0.04%00.0%Unchanged
WealthShield Partners, LLC783$232.4K0.03%−137−14.9%Reduced
Schear Investment Advisers, LLC784$232.7K0.12%+784New
Kelly Financial Services LLC785$233.1K0.08%00.0%Unchanged
New Wave Wealth Advisors LLC787$233.6K0.10%−34−4.1%Reduced
Iron Financial, LLC790$234.4K0.13%+1+0.1%Added
Centurion Wealth Management LLC790$234.5K0.07%00.0%Unchanged
King Wealth792$235.0K0.03%−5−0.6%Reduced
Vestor Capital, LLC792$235.0K0.02%+47+6.3%Added
Farmers National Bank793$235.4K0.07%+793New
Compton Wealth Advisory Group, LLC794$235.7K0.06%00.0%Unchanged
Hengehold Capital Management LLC794$235.7K0.02%00.0%Unchanged
Gilliland Jeter Wealth Management LLC799$237.1K0.08%+3+0.4%Added
ELCO Management Co., LLC800$237.4K0.12%−50−5.9%Reduced
Boston Research & Management Inc800$237.4K0.06%00.0%Unchanged
Bedell Frazier Investment Counseling, LLC800$237.4K0.06%00.0%Unchanged
Knollwood Investment Advisory, LLC800$237.4K0.02%00.0%Unchanged
Wallington Asset Management, LLC803$238.0K0.03%−26−3.1%Reduced
Narus Financial Partners, LLC805$238.9K0.08%−28−3.4%Reduced
Legacy Financial Group, Inc.807$239.5K0.08%00.0%Unchanged
Stiles Financial Services Inc807$239.7K0.09%+1+0.1%Added
Retirement Planning Co of New England, Inc.808$240.0K0.12%−24−2.9%Reduced
Onyx Bridge Wealth Group LLC812$241.0K0.03%+5+0.6%Added
TrueWealth Advisors, LLC815$242.0K0.08%−1,097−57.4%Reduced
New England Capital Financial Advisors LLC816$242.2K0.12%+1+0.1%Added
Chris Bulman Inc818$242.8K0.15%+46+6.0%Added
Consilium Wealth Advisory, LLC819$243.1K0.12%00.0%Unchanged
Fortress Private Ledger, LLC820$243.2K0.15%+820New
Brown Miller Wealth Management, LLC820$243.4K0.09%+820New
Tandem Investment Partners LLC820$243.4K0.23%+820New
GSB Wealth Management, LLC822$244.0K0.06%+7+0.9%Added
Castleview Partners, LLC819$244.4K0.13%+44+5.7%Added
DecisionPoint Financial, LLC825$244.7K0.07%00.0%Unchanged
BluePointe Capital Management, LLC825$244.9K0.14%+825New
Parsons Capital Management Inc826$245.1K0.01%00.0%Unchanged
Jacobsen Capital Management827$245.4K0.10%00.0%Unchanged
Avion Wealth830$246.0K0.06%+156+23.1%Added
Gibbs Wealth Management829$246.0K0.07%+61+7.9%Added
Oarsman Capital, Inc.830$246.3K0.04%−26−3.0%Reduced
Orion Capital Management LLC830$246.3K0.11%00.0%Unchanged
Rothschild Capital Partners, LLC830$246.3K0.06%+830New
Antonelli Financial Advisors, LLC835$247.8K0.21%+835New
Quantitative Investment Management, LLC837$248.0K0.02%+837New
DLK Investment Management, LLC837$248.4K0.10%+837New
Financial Council Asset Management Inc838$248.7K0.13%00.0%Unchanged
SGL Investment Advisors, Inc.813$249.1K0.13%+813New
Grant/GrossMendelsohn, LLC839$249.1K0.13%+2+0.2%Added
Plante Moran Financial Advisors, LLC840$249.3K0.02%−806−49.0%Reduced
GWN Securities Inc.777$250.0K0.07%+777New
Becker Capital Management Inc845$250.8K0.01%−3,626−81.1%Reduced
apricus wealth, LLC847$251.4K0.16%00.0%Unchanged
Sheets Smith Wealth Management848$251.6K0.03%+2+0.2%Added
Angeles Investment Advisors, LLC850$252.3K0.01%−9−1.0%Reduced
Goepper Burkhardt LLC850$252.3K0.10%00.0%Unchanged
Patton Albertson Miller Group, LLC851$252.6K0.03%−144−14.5%Reduced
M. Kraus & Co851$252.6K0.08%−27−3.1%Reduced
Baltimore-Washington Financial Advisors, Inc.851$252.6K0.01%−3−0.4%Reduced
Graham Capital Management, L.P.852$252.9K0.01%−22,470−96.3%Reduced
ORG Wealth Partners, LLC853$253.2K0.08%−56−6.2%Reduced
Weatherly Asset Management L. P.855$253.8K0.02%−1,687−66.4%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors857$254.3K0.04%−10−1.2%Reduced
Sandbox Financial Partners, LLC857$254.4K0.08%+25+3.0%Added
Osterweis Capital Management Inc858$254.6K0.01%00.0%Unchanged