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 |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 1,012 | $300.3K | 0.10% | −21−2.0% | Reduced |
| Eagle Bay Advisors LLC | 1,013 | $300.6K | 0.19% | −607−37.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,014 | $301.5K | 0.01% | −3,548−77.8% | Reduced |
| Princeton Capital Management LLC | 1,016 | $301.5K | 0.09% | +16+1.6% | Added |
| Hopwood Financial Services, Inc. | 1,017 | $301.8K | 0.23% | +1,017 | New |
| Samalin Investment Counsel, LLC | 1,019 | $302.6K | 0.13% | +257+33.7% | Added |
| Stonebridge Capital Management Inc | 1,020 | $303.0K | 0.12% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,026 | $304.5K | 0.12% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 1,026 | $304.5K | 0.04% | +1,026 | New |
| BIP Wealth, LLC | 1,031 | $306.0K | 0.02% | +24+2.4% | Added |
| Flagship Wealth Advisors, LLC | 1,036 | $307.5K | 0.18% | +1,036 | New |
| Northwest Quadrant Wealth Management, LLC | 1,038 | $307.9K | 0.07% | +273+35.7% | Added |
| Abel Hall, LLC | 1,040 | $308.6K | 0.20% | +29+2.9% | Added |
| Wealthstar Advisors, LLC | 1,041 | $308.9K | 0.13% | +1,041 | New |
| SevenBridge Financial Group, LLC | 1,000 | $309.6K | 0.06% | +79+8.6% | Added |
| Shepherd Financial Partners LLC | 1,045 | $310.1K | 0.04% | +17+1.7% | Added |
| Delta Financial Advisors LLC | 1,046 | $310.6K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,048 | $311.0K | 0.03% | +69+7.0% | Added |
| Gallacher Capital Management LLC | 1,049 | $311.2K | 0.15% | +89+9.3% | Added |
| CJM Wealth Advisers, Ltd. | 1,049 | $311.3K | 0.10% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,049 | $311.3K | 0.29% | +1,049 | New |
| Alan B. Lancz & Associates, Inc. | 1,050 | $311.6K | 0.32% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 1,050 | $311.6K | 0.14% | +150+16.7% | Added |
| Monument Capital Management | 1,050 | $311.7K | 0.09% | +53+5.3% | Added |
| Lineweaver Wealth Advisors, LLC | 1,051 | $312.6K | 0.06% | −56−5.1% | Reduced |
| Guyasuta Investment Advisors Inc | 1,055 | $313.1K | 0.02% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,058 | $314.0K | 0.29% | +1,058 | New |
| Saxony Capital Management, LLC | 1,058 | $314.1K | 0.28% | +37+3.6% | Added |
| PCA Investment Advisory Services Inc. | 1,059 | $314.4K | 0.15% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,065 | $316.2K | 0.05% | +30+2.9% | Added |
| Abacus Planning Group, Inc. | 1,066 | $316.4K | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,068 | $317.0K | 0.03% | +1,068 | New |
| Caas Capital Management LP | 1,070 | $317.6K | 0.26% | +1,070 | New |
| May Hill Capital, LLC | 1,070 | $317.6K | 0.12% | +1,070 | New |
| NDVR, Inc. | 1,074 | $318.8K | 0.31% | +102+10.5% | Added |
| NorthStar Asset Management LLC | 1,075 | $319.0K | 0.20% | +2+0.2% | Added |
| Golden State Equity Partners | 1,076 | $319.3K | 0.06% | −413−27.7% | Reduced |
| Bristlecone Advisors, LLC | 1,076 | $319.3K | 0.02% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,084 | $321.7K | 0.10% | −13−1.2% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,084 | $321.7K | 0.65% | +1,084 | New |
| Vista Investment Management | 1,084 | $321.8K | 0.12% | +27+2.6% | Added |
| Aspetuck Financial Management LLC | 1,085 | $322.0K | 0.25% | +1,085 | New |
| Glass Jacobson Investment Advisors llc | 1,085 | $322.0K | 0.11% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,086 | $322.3K | 0.24% | +4+0.4% | Added |
| Paragon Capital Management Ltd | 1,087 | $322.6K | 0.06% | 00.0% | Unchanged |
| Humankind Investments LLC | 1,089 | $323.2K | 0.08% | −105−8.8% | Reduced |
| Main Street Financial Solutions, LLC | 1,090 | $323.5K | 0.03% | +177+19.4% | Added |
| Arlington Trust Co LLC | 1,091 | $323.8K | 0.07% | +458+72.4% | Added |
| Blueshift Asset Management, LLC | 1,096 | $325.3K | 0.12% | −1,194−52.1% | Reduced |
| Godsey & Gibb Associates | 1,096 | $325.3K | 0.03% | −131−10.7% | Reduced |
| Gateway Wealth Partners, LLC | 1,097 | $325.6K | 0.08% | +1,097 | New |
| Ariston Services Group | 1,099 | $326.2K | 0.28% | −421−27.7% | Reduced |
| Park Edge Advisors, LLC | 1,102 | $327.0K | 0.10% | +1,102 | New |
| Strait & Sound Wealth Management LLC | 1,107 | $328.5K | 0.15% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,108 | $328.8K | 0.05% | +68+6.5% | Added |
| Seeds Investor LLC | 1,108 | $328.8K | 0.09% | −30−2.6% | Reduced |
| Shum Financial Group, Inc. | 1,109 | $329.1K | 0.28% | +166+17.6% | Added |
| Alpha Cubed Investments, LLC | 1,111 | $329.6K | 0.02% | −548−33.0% | Reduced |
| Connecticut Wealth Management, LLC | 1,115 | $330.9K | 0.02% | +245+28.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,116 | $331.2K | 0.08% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,116 | $331.2K | 0.24% | +8+0.7% | Added |
| Safeguard Financial, LLC | 1,116 | $331.3K | 0.07% | −193−14.7% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,046 | $332.1K | 0.16% | −1−0.1% | Reduced |
| Old Port Advisors | 1,124 | $333.6K | 0.10% | +2+0.2% | Added |
| Uptown Financial Advisors LLC | 1,127 | $334.5K | 0.36% | +1,127 | New |
| Hudock, Inc. | 1,131 | $335.7K | 0.06% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,133 | $336.3K | 0.05% | −426−27.3% | Reduced |
| Clifford Group, LLC | 1,136 | $337.2K | 0.26% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,136 | $337.2K | 0.31% | +1,136 | New |
| Certified Advisory Corp | 1,136 | $337.3K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 1,139 | $338.0K | 0.01% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,140 | $338.3K | 0.07% | −99−8.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,143 | $339.1K | 0.08% | −24−2.1% | Reduced |
| Northwest Wealth Management, LLC | 1,148 | $340.7K | 0.07% | −32−2.7% | Reduced |
| Weybosset Research & Management LLC | 1,150 | $341.0K | 0.12% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,150 | $341.3K | 0.13% | +12+1.1% | Added |
| Berbice Capital Management LLC | 1,150 | $341.3K | 0.27% | +1,150 | New |
| Gryphon Financial Partners LLC | 1,150 | $341.4K | 0.05% | −134−10.4% | Reduced |
| E&G Advisors, LP | 1,151 | $341.5K | 0.09% | −100−8.0% | Reduced |
| FLC Capital Advisors | 1,155 | $342.8K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,157 | $343.4K | 0.05% | +99+9.4% | Added |
| Burton Enright Welch | 1,163 | $345.2K | 0.07% | +1+0.1% | Added |
| Encompass Wealth Advisors, LLC | 1,164 | $345.5K | 0.14% | −16−1.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,165 | $345.8K | 0.26% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,165 | $345.8K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,172 | $347.0K | 0.06% | +72+6.5% | Added |
| Sovran Advisors, LLC | 1,160 | $348.4K | 0.05% | +1,160 | New |
| Truvestments Capital LLC | 1,174 | $348.6K | 0.09% | +48+4.3% | Added |
| Montgomery Investment Management Inc | 1,175 | $348.7K | 0.14% | 00.0% | Unchanged |
| One Day In July LLC | 1,175 | $348.7K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,177 | $349.3K | 0.04% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,177 | $349.3K | 0.11% | +373+46.4% | Added |
| Alliance Wealth Advisors, LLC | 1,183 | $351.1K | 0.09% | −3−0.3% | Reduced |
| BTC Capital Management, Inc. | 1,087 | $352.3K | 0.03% | −59−5.1% | Reduced |
| Formidable Asset Management, LLC | 1,192 | $353.8K | 0.06% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,193 | $354.1K | 0.20% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,197 | $355.0K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,199 | $355.9K | 0.03% | +212+21.5% | Added |
| Omega Financial Group, LLC | 1,200 | $356.1K | 0.13% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,200 | $356.1K | 0.36% | +22+1.9% | Added |