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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $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 | 2,349 | $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 |
|---|---|---|---|---|---|
| Longboard Asset Management, LP | 860 | $255.2K | 0.68% | +860 | New |
| Smith & Howard Wealth Management, LLC | 861 | $255.4K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 821 | $255.4K | 0.03% | +821 | New |
| JGP Wealth Management, LLC | 861 | $255.5K | 0.03% | −3−0.3% | Reduced |
| Clark Financial Services Group Inc | 864 | $256.0K | 0.20% | +57+7.1% | Added |
| Mustard Seed Financial, LLC | 863 | $256.1K | 0.21% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 863 | $256.3K | 0.02% | +19+2.3% | Added |
| DeDora Capital, Inc. | 868 | $257.6K | 0.07% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 869 | $257.9K | 0.01% | +869 | New |
| Lumbard & Kellner, LLC | 870 | $258.2K | 0.11% | 00.0% | Unchanged |
| Intrust Bank NA | 872 | $258.8K | 0.03% | −23−2.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 874 | $259.4K | 0.01% | −50−5.4% | Reduced |
| Prospect Hill Management, LLC | 875 | $259.7K | 0.11% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 877 | $260.4K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 879 | $260.9K | 0.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 881 | $261.6K | 0.15% | −12−1.3% | Reduced |
| German American Bancorp, Inc. | 882 | $261.8K | 0.03% | +3+0.3% | Added |
| Ellenbecker Investment Group | 883 | $262.2K | 0.05% | +883 | New |
| FDx Advisors, Inc. | 886 | $263.0K | 0.08% | −222−20.0% | Reduced |
| Everpar Advisors LLC | 887 | $263.3K | 0.13% | −106−10.7% | Reduced |
| Farmers & Merchants Investments Inc | 890 | $264.1K | 0.01% | −103−10.4% | Reduced |
| Pacific Global Investment Management CO | 891 | $264.4K | 0.34% | −32,569−97.3% | Reduced |
| Castle Rock Wealth Management, LLC | 851 | $264.6K | 0.06% | +19+2.3% | Added |
| Quadcap Wealth Management, LLC | 897 | $266.3K | 0.04% | +3+0.3% | Added |
| Probity Advisors, Inc. | 898 | $266.5K | 0.05% | −155−14.7% | Reduced |
| PFG Private Wealth Management, LLC | 899 | $266.8K | 0.15% | −25−2.7% | Reduced |
| Accretive Wealth Partners, LLC | 900 | $267.1K | 0.11% | 00.0% | Unchanged |
| Talbot Financial, LLC | 900 | $267.1K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 903 | $268.0K | 0.08% | +903 | New |
| Paradigm Financial Partners, LLC | 909 | $269.8K | 0.03% | −56−5.8% | Reduced |
| Kentucky Trust Co | 910 | $270.1K | 0.16% | +910 | New |
| Visionary Wealth Advisors | 911 | $270.4K | 0.02% | −72−7.3% | Reduced |
| Marshall Financial Group LLC | 911 | $270.4K | 0.07% | −24−2.6% | Reduced |
| First Heartland Consultants, Inc. | 913 | $271.0K | 0.03% | +64+7.5% | Added |
| Port Capital LLC | 917 | $272.0K | 0.01% | −28−3.0% | Reduced |
| Stephenson & Company, Inc. | 918 | $272.5K | 0.18% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 921 | $273.3K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 922 | $273.6K | 0.04% | −105−10.2% | Reduced |
| WT Wealth Management | 923 | $273.9K | 0.09% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 866 | $274.0K | 0.04% | −185−17.6% | Reduced |
| Wedge Capital Management L L P | 926 | $274.8K | 0.00% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 940 | $275.7K | 0.28% | +96+11.4% | Added |
| Mirador Capital Partners LP | 929 | $275.7K | 0.05% | −53−5.4% | Reduced |
| Meritage Portfolio Management | 929 | $275.7K | 0.02% | +20+2.2% | Added |
| Broadway Wealth Solutions, Inc. | 929 | $275.7K | 0.21% | +929 | New |
| Fortress Wealth Group, LLC | 871 | $275.8K | 0.13% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 930 | $276.0K | 0.06% | −6,478−87.4% | Reduced |
| Apella Capital, LLC | 931 | $276.4K | 0.01% | −29−3.0% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $276.6K | 0.00% | 00.0% | Unchanged |
| HC Advisors, LLC | 935 | $277.6K | 0.22% | +935 | New |
| Marest Capital, LLC | 936 | $277.7K | 0.22% | +3+0.3% | Added |
| General Partner, Inc. | 936 | $277.8K | 0.17% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 941 | $279.3K | 0.14% | −56−5.6% | Reduced |
| Whelan Financial | 942 | $279.6K | 0.11% | +942 | New |
| Barlow Wealth Partners, Inc. | 896 | $279.8K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 944 | $280.0K | 0.09% | −320−25.3% | Reduced |
| Betterment LLC | 944 | $280.0K | 0.00% | +944 | New |
| Old North State Trust, LLC | 943 | $280.0K | 0.18% | +943 | New |
| Smith Chas P & Associates Pa Cpas | 944 | $280.1K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 945 | $280.5K | 0.00% | +1+0.1% | Added |
| AlphaCore Capital LLC | 945 | $280.5K | 0.06% | +156+19.8% | Added |
| Ackerman Capital Advisors, LLC | 946 | $280.8K | 0.07% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 900 | $281.1K | 0.09% | +900 | New |
| Providence Capital Advisors, LLC | 948 | $281.4K | 0.06% | +178+23.1% | Added |
| Octavia Wealth Advisors, LLC | 948 | $281.4K | 0.03% | 00.0% | Unchanged |
| First Nebraska Trust Co | 955 | $283.4K | 0.03% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 895 | $284.1K | 0.23% | +895 | New |
| New Covenant Trust Company, N.A. | 956 | $284.2K | 0.28% | −17−1.7% | Reduced |
| Harbor Group, Inc. | 958 | $284.3K | 0.06% | +2+0.2% | Added |
| Royal Fund Management, LLC | 962 | $285.6K | 0.03% | −7−0.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 962 | $285.6K | 0.11% | −5−0.5% | Reduced |
| Claris Financial LLC | 964 | $286.2K | 0.19% | +964 | New |
| Central Valley Advisors, LLC | 967 | $287.0K | 0.13% | 00.0% | Unchanged |
| Cowa, LLC | 975 | $289.4K | 0.13% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 975 | $289.4K | 0.08% | +975 | New |
| Sunpointe, LLC | 977 | $289.8K | 0.15% | +121+14.1% | Added |
| New Republic Capital, LLC | 977 | $289.9K | 0.19% | +96+10.9% | Added |
| Arbor Trust Wealth Advisors, LLC | 980 | $290.9K | 0.14% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 980 | $290.9K | 0.02% | −262−21.1% | Reduced |
| NavPoint Financial, Inc. | 981 | $291.2K | 0.23% | 00.0% | Unchanged |
| Park Capital Management, LLC | 982 | $291.5K | 0.35% | +982 | New |
| Alesco Advisors LLC | 985 | $292.3K | 0.01% | 00.0% | Unchanged |
| TFB Advisors LLC | 987 | $292.9K | 0.08% | −32−3.1% | Reduced |
| WR Wealth Planners, LLC | 987 | $293.0K | 0.09% | −59−5.6% | Reduced |
| West Michigan Advisors, LLC | 988 | $293.3K | 0.09% | +54+5.8% | Added |
| Allied Investment Advisors, LLC | 989 | $293.5K | 0.06% | +989 | New |
| Independence Bank of Kentucky | 990 | $293.8K | 0.05% | −25−2.5% | Reduced |
| Mezzasalma Advisors, LLC | 990 | $293.8K | 0.09% | +24+2.5% | Added |
| Correct Capital Wealth Management | 996 | $295.5K | 0.06% | +164+19.7% | Added |
| Dempze Nancy E | 1,000 | $296.8K | 0.17% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $296.8K | 0.11% | +1,000 | New |
| Close Asset Management Ltd | 1,001 | $297.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $297.0K | 0.21% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,005 | $298.0K | 0.02% | −1,650−62.1% | Reduced |
| ZEGA Investments, LLC | 928 | $298.1K | 0.09% | +928 | New |
| CRA Financial Services, LLC | 1,005 | $298.3K | 0.05% | −12−1.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,005 | $298.3K | 0.14% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,005 | $298.3K | 0.09% | +1,005 | New |
| Secure Asset Management, LLC | 1,007 | $298.9K | 0.05% | +1,007 | New |
| Old Second National Bank of Aurora | 1,010 | $299.8K | 0.07% | +10+1.0% | Added |