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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 1,372 | $407.2K | 0.04% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,373 | $407.5K | 0.21% | +445+48.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,374 | $407.8K | 0.07% | +200+17.0% | Added |
| Optas, LLC | 1,375 | $408.1K | 0.09% | −103−7.0% | Reduced |
| E Fund Management Co., Ltd. | 1,378 | $409.0K | 0.02% | +543+65.0% | Added |
| Hyperion Capital Advisors LP | 1,380 | $409.6K | 0.21% | −300−17.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,391 | $412.8K | 0.09% | −11−0.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,391 | $412.9K | 0.04% | +1,391 | New |
| Greenwich Wealth Management LLC | 1,394 | $414.0K | 0.03% | +356+34.3% | Added |
| Five Oceans Advisors | 1,397 | $414.6K | 0.19% | −68−4.6% | Reduced |
| Compass Capital Corp | 1,304 | $415.0K | 0.16% | +1,304 | New |
| Sandy Cove Advisors, LLC | 1,400 | $415.4K | 0.16% | +90+6.9% | Added |
| Retirement Planning Group | 1,411 | $418.8K | 0.02% | +32+2.3% | Added |
| Ancora Advisors, LLC | 1,412 | $419.0K | 0.01% | +52+3.8% | Added |
| UMA Financial Services, Inc. | 1,413 | $419.4K | 0.07% | −21−1.5% | Reduced |
| Terra Nova Asset Management LLC | 1,416 | $420.2K | 0.32% | +3+0.2% | Added |
| Forza Wealth Management, LLC | 1,416 | $420.3K | 0.19% | −150−9.6% | Reduced |
| Patten Group, Inc. | 1,416 | $420.3K | 0.09% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,420 | $421.4K | 0.09% | −20−1.4% | Reduced |
| Garner Asset Management Corp | 1,421 | $422.0K | 0.20% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,424 | $423.5K | 0.04% | +35+2.5% | Added |
| OneAscent Wealth Management LLC | 1,428 | $424.0K | 0.17% | −68−4.5% | Reduced |
| Fairfield, Bush & Co. | 1,430 | $424.4K | 0.25% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,430 | $424.4K | 0.02% | +4+0.3% | Added |
| Financial Advisors, LLC | 1,440 | $427.4K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $428.0K | 0.14% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,443 | $428.1K | 0.03% | −118−7.6% | Reduced |
| Consolidated Planning Corp | 1,443 | $428.3K | 0.06% | +10+0.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,443 | $428.4K | 0.03% | +72+5.3% | Added |
| Crew Capital Management, Ltd. | 1,445 | $428.9K | 0.36% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,416 | $429.3K | 0.02% | −17−1.2% | Reduced |
| Austin Wealth Management, LLC | 1,374 | $429.5K | 0.09% | +129+10.4% | Added |
| Skba Capital Management LLC | 1,450 | $430.3K | 0.07% | −100−6.5% | Reduced |
| Sivia Capital Partners, LLC | 1,450 | $430.4K | 0.21% | −21−1.4% | Reduced |
| RiverFront Investment Group, LLC | 1,451 | $430.6K | 0.01% | +370+34.2% | Added |
| Nautilus Advisors LLC | 1,453 | $431.2K | 0.34% | +1,453 | New |
| HHM Wealth Advisors, LLC | 1,453 | $431.2K | 0.06% | −33−2.2% | Reduced |
| James J. Burns & Company, LLC | 1,455 | $432.0K | 0.08% | +296+25.5% | Added |
| First National Corp | 1,456 | $432.1K | 0.10% | −15−1.0% | Reduced |
| Fragasso Group Inc. | 1,456 | $432.2K | 0.03% | +63+4.5% | Added |
| Enclave Advisors LLC | 1,463 | $434.2K | 0.07% | +1+0.1% | Added |
| Elevated Capital Advisors, LLC | 1,464 | $434.4K | 0.12% | −8−0.5% | Reduced |
| Callan Capital, LLC | 1,465 | $434.8K | 0.03% | −195−11.7% | Reduced |
| First Business Financial Services, Inc. | 1,468 | $435.7K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,478 | $438.8K | 0.05% | +466+46.0% | Added |
| Trust Co of Virginia | 1,481 | $439.5K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,481 | $439.5K | 0.04% | −5−0.3% | Reduced |
| Hamilton Capital, LLC | 1,483 | $440.1K | 0.03% | −4−0.3% | Reduced |
| Maia Wealth LLC | 1,392 | $440.6K | 0.09% | +80+6.1% | Added |
| Integrated Quantitative Investments LLC | 1,490 | $442.2K | 0.22% | +1,490 | New |
| Onefund, LLC | 1,492 | $442.8K | 0.42% | +15+1.0% | Added |
| Walker Asset Management, LLC | 1,492 | $442.9K | 0.27% | +3+0.2% | Added |
| Drive Wealth Management, LLC | 1,495 | $443.6K | 0.11% | +66+4.6% | Added |
| Bahl & Gaynor Inc | 1,498 | $444.6K | 0.00% | −77−4.9% | Reduced |
| Professional Advisory Services Inc | 1,500 | $445.0K | 0.06% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,500 | $445.2K | 0.05% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $445.2K | 0.22% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $445.2K | 0.05% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,500 | $445.2K | 0.07% | +1,500 | New |
| Spahn Wealth & Retirement LLC | 1,500 | $445.2K | 0.29% | +1,500 | New |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $445.4K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,501 | $445.6K | 0.10% | −2,480−62.3% | Reduced |
| Howard Financial Services, Ltd. | 1,507 | $447.4K | 0.06% | +416+38.1% | Added |
| Northwest Bancshares, Inc. | 1,509 | $447.9K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,510 | $448.2K | 0.03% | +35+2.4% | Added |
| OneAscent Family Office, LLC | 1,519 | $451.0K | 0.82% | +1,519 | New |
| MV Capital Management, Inc. | 1,522 | $451.7K | 0.05% | +1+0.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,525 | $452.0K | 0.17% | +1,525 | New |
| Motco | 1,525 | $452.6K | 0.05% | −555−26.7% | Reduced |
| Boit C F David | 1,525 | $452.6K | 0.23% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,526 | $452.9K | 0.00% | −159−9.4% | Reduced |
| Centric Wealth Management | 1,534 | $455.1K | 0.12% | 00.0% | Unchanged |
| 626 Financial, LLC | 1,541 | $457.4K | 0.25% | +135+9.6% | Added |
| Simplicity Wealth,LLC | 1,543 | $458.0K | 0.10% | +142+10.1% | Added |
| Michael B. Yongue | 1,545 | $458.5K | 0.36% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,548 | $459.2K | 0.04% | +251+19.4% | Added |
| Annex Advisory Services, LLC | 1,550 | $460.0K | 0.01% | −6−0.4% | Reduced |
| Objective Capital Management, LLC | 1,551 | $460.3K | 0.31% | −185−10.7% | Reduced |
| Petros Family Wealth, LLC | 1,553 | $460.9K | 0.50% | +1,553 | New |
| Shulman DeMeo Asset Management LLC | 1,554 | $461.2K | 0.12% | −3−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 1,554 | $461.2K | 0.02% | −174−10.1% | Reduced |
| Fidelity D & D Bancorp Inc | 1,560 | $463.0K | 0.31% | +244+18.5% | Added |
| Monterey Private Wealth, Inc. | 1,568 | $465.5K | 0.15% | +517+49.2% | Added |
| Birchcreek Wealth Management, LLC | 1,570 | $466.1K | 0.29% | −202−11.4% | Reduced |
| Kelman-Lazarov, Inc. | 1,576 | $467.7K | 0.08% | −3−0.2% | Reduced |
| Fountainhead AM, LLC | 1,578 | $468.3K | 0.09% | +182+13.0% | Added |
| Revolve Wealth Partners, LLC | 1,580 | $468.9K | 0.07% | −1,009−39.0% | Reduced |
| LCNB Corp | 1,580 | $468.9K | 0.17% | −82−4.9% | Reduced |
| Brown Financial Advisors | 1,583 | $469.8K | 0.19% | −196−11.0% | Reduced |
| KFA Private Wealth Group, LLC | 1,584 | $470.1K | 0.20% | +51+3.3% | Added |
| Rockbridge Investment Management, LCC | 1,590 | $471.9K | 0.06% | +23+1.5% | Added |
| Central Bank & Trust Co | 1,591 | $472.2K | 0.07% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,592 | $472.6K | 0.01% | +328+25.9% | Added |
| City Holding Co | 1,596 | $473.7K | 0.07% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,600 | $474.9K | 0.05% | −97−5.7% | Reduced |
| Centaurus Financial, Inc. | 1,605 | $476.0K | 0.03% | +287+21.8% | Added |
| M3 Advisory Group, LLC | 1,605 | $476.4K | 0.34% | +101+6.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,605 | $476.4K | 0.17% | +2+0.1% | Added |
| Aire Advisors, LLC | 1,607 | $476.8K | 0.10% | +147+10.1% | Added |
| Advisory Alpha, LLC | 1,607 | $477.0K | 0.02% | +543+51.0% | Added |