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 |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 1,200 | $356.1K | 0.01% | +1,200 | New |
| Lafayette Investments, Inc. | 1,201 | $356.4K | 0.08% | −124−9.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,201 | $356.4K | 0.08% | +26+2.2% | Added |
| Hoxton Planning & Management, LLC | 1,204 | $357.3K | 0.14% | +6+0.5% | Added |
| Novare Capital Management LLC | 1,204 | $357.3K | 0.03% | +82+7.3% | Added |
| Values First Advisors, Inc. | 1,207 | $358.2K | 0.20% | +1,207 | New |
| Bouchey Financial Group Ltd | 1,207 | $358.2K | 0.03% | −66−5.2% | Reduced |
| Versant Capital Management, Inc | 1,210 | $359.1K | 0.08% | +277+29.7% | Added |
| Firestone Capital Management | 1,215 | $360.6K | 0.09% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 1,216 | $360.9K | 0.28% | +1,216 | New |
| Heartwood Wealth Advisors LLC | 1,218 | $361.5K | 0.04% | −3−0.2% | Reduced |
| Nwam LLC | 1,218 | $361.6K | 0.02% | −78−6.0% | Reduced |
| Middleton & Co Inc | 1,219 | $361.8K | 0.04% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,220 | $362.2K | 0.16% | 00.0% | Unchanged |
| Key Financial Inc | 1,222 | $362.7K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 1,222 | $362.8K | 0.03% | +1,222 | New |
| City State Bank | 1,223 | $363.0K | 0.13% | +13+1.1% | Added |
| Heartland Bank & Trust Co | 1,225 | $363.6K | 0.20% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,225 | $363.6K | 0.09% | +1,225 | New |
| Nations Financial Group Inc, | 1,225 | $363.7K | 0.03% | −6−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,226 | $364.0K | 0.01% | +8+0.7% | Added |
| BankPlus Trust Department | 1,228 | $364.5K | 0.12% | +1,228 | New |
| Peachtree Investment Partners, LLC | 1,229 | $364.6K | 0.14% | −180−12.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,229 | $364.8K | 0.09% | +113+10.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,230 | $365.0K | 0.07% | +1,230 | New |
| Family Firm, Inc. | 1,231 | $365.5K | 0.08% | +2+0.2% | Added |
| Voya Financial Advisors, Inc. | 1,230 | $365.7K | 0.04% | +141+12.9% | Added |
| Florida Financial Advisors, LLC | 1,235 | $366.6K | 0.16% | +245+24.7% | Added |
| Blue Square Asset Management, LLC | 1,240 | $368.0K | 0.18% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,240 | $368.1K | 0.10% | −65−5.0% | Reduced |
| Lionshead Wealth Management, LLC | 1,242 | $368.6K | 0.27% | +1,242 | New |
| Libra Wealth LLC | 1,245 | $369.5K | 0.14% | −55−4.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $370.1K | 0.16% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,250 | $371.0K | 0.03% | −175−12.3% | Reduced |
| Flow Traders U.S. LLC | 1,251 | $371.0K | 0.01% | +1,251 | New |
| Liberty Square Wealth Partners LLC | 1,193 | $371.1K | 0.14% | +1,193 | New |
| Vigilare Wealth Management | 1,251 | $371.3K | 0.15% | −95−7.1% | Reduced |
| Ashton Thomas Securities, LLC | 1,254 | $371.3K | 0.10% | +91+7.8% | Added |
| Redmond Asset Management, LLC | 1,252 | $371.6K | 0.09% | +1,252 | New |
| Silverlake Wealth Management LLC | 1,256 | $372.9K | 0.14% | −553−30.6% | Reduced |
| Sterneck Capital Management, LLC | 1,257 | $373.1K | 0.20% | +302+31.6% | Added |
| Manchester Financial Inc | 1,257 | $373.1K | 0.08% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,260 | $373.8K | 0.27% | +194+18.2% | Added |
| Mendel Capital Management LLC | 1,264 | $375.1K | 0.23% | +71+6.0% | Added |
| Centerpoint Advisory Group | 1,264 | $375.1K | 0.36% | +1,264 | New |
| ETF Portfolio Partners, Inc. | 1,269 | $376.6K | 0.11% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,270 | $376.8K | 0.17% | −675−34.7% | Reduced |
| Taika Capital, LP | 1,270 | $376.9K | 0.29% | +1,270 | New |
| Oxford Financial Group Ltd | 1,272 | $377.5K | 0.02% | −132−9.4% | Reduced |
| Private Portfolio Partners LLC | 1,273 | $377.7K | 0.07% | −198−13.5% | Reduced |
| Mayfair Advisory Group, LLC | 1,273 | $377.8K | 0.22% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,275 | $378.4K | 0.05% | +2+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 1,277 | $379.0K | 0.04% | +3+0.2% | Added |
| Tortoise Investment Management, LLC | 1,277 | $379.0K | 0.04% | +15+1.2% | Added |
| Armstrong Advisory Group, Inc | 1,278 | $379.3K | 0.03% | −182−12.5% | Reduced |
| 4J Wealth Management LLC | 1,278 | $379.3K | 0.31% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,280 | $379.9K | 0.06% | +30+2.4% | Added |
| FIL Ltd | 1,280 | $379.9K | 0.00% | +177+16.0% | Added |
| Reyes Financial Architecture, Inc. | 1,280 | $379.9K | 0.30% | +1,280 | New |
| Mainstream Capital Management LLC | 1,282 | $380.5K | 0.27% | −4−0.3% | Reduced |
| Stockman Wealth Management, Inc. | 1,283 | $380.8K | 0.06% | +13+1.0% | Added |
| True North Advisors, LLC | 1,293 | $383.7K | 0.09% | +143+12.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,297 | $384.0K | 0.29% | −863−40.0% | Reduced |
| Advisors Management Group Inc | 1,298 | $385.0K | 0.09% | −22−1.7% | Reduced |
| Alta Wealth Advisors LLC | 1,298 | $385.1K | 0.17% | +1,298 | New |
| Jaffetilchin Investment Partners, LLC | 1,298 | $385.2K | 0.03% | +2+0.2% | Added |
| Wexford Capital LP | 1,300 | $385.8K | 0.10% | 00.0% | Unchanged |
| Puzo Michael J | 1,300 | $385.8K | 0.11% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,300 | $385.8K | 0.06% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,227 | $386.8K | 0.21% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $387.3K | 0.22% | 00.0% | Unchanged |
| Trust Co of the South | 1,306 | $387.6K | 0.08% | −168−11.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $387.7K | 0.22% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,311 | $389.1K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,312 | $389.4K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,315 | $390.3K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,317 | $390.9K | 0.10% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,317 | $391.0K | 0.05% | +36+2.8% | Added |
| Walkner Condon Financial Advisors LLC | 1,322 | $392.3K | 0.08% | −8−0.6% | Reduced |
| Sittner & Nelson, LLC | 1,324 | $392.9K | 0.17% | +1+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,327 | $393.9K | 0.26% | −25,161−95.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,332 | $395.3K | 0.07% | −43−3.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,333 | $395.6K | 0.01% | +1,333 | New |
| Caitong International Asset Management Co., Ltd | 1,337 | $396.8K | 0.39% | +1,337 | New |
| Tyche Wealth Partners LLC | 1,345 | $399.3K | 0.08% | +10+0.7% | Added |
| Northstar Asset Management LLC | 1,350 | $400.7K | 0.09% | −125−8.5% | Reduced |
| Burns J W & Co Inc | 1,350 | $400.7K | 0.05% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,353 | $401.6K | 0.13% | +1,353 | New |
| CenterStar Asset Management, LLC | 1,356 | $402.1K | 0.88% | +1,356 | New |
| Eagle Harbor Asset Management Inc | 1,356 | $402.4K | 0.40% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $402.4K | 0.04% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,356 | $402.5K | 0.35% | +73+5.7% | Added |
| Convergence Investment Partners, LLC | 1,357 | $402.7K | 0.09% | −9−0.7% | Reduced |
| FourThought Financial Partners, LLC | 1,357 | $402.9K | 0.04% | +1,357 | New |
| KLCM Advisors, Inc. | 1,358 | $402.9K | 0.05% | −70−4.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $403.0K | 0.17% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,360 | $403.6K | 0.12% | −74−5.2% | Reduced |
| Legacy Private Trust Co. | 1,365 | $405.1K | 0.03% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,368 | $406.0K | 0.26% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,369 | $406.3K | 0.14% | −40−2.8% | Reduced |