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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 1,608 | $477.3K | 0.11% | +141+9.6% | Added |
| Peterson Wealth Services | 1,612 | $478.3K | 0.14% | +2+0.1% | Added |
| Capital Square, LLC | 1,489 | $478.5K | 0.27% | −108−6.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,619 | $480.4K | 0.12% | +1+0.1% | Added |
| Hemington Wealth Management | 1,623 | $481.0K | 0.12% | +53+3.4% | Added |
| Windsor Capital Management, LLC | 1,626 | $482.8K | 0.14% | −96−5.6% | Reduced |
| Amplius Wealth Advisors, LLC | 1,627 | $482.9K | 0.05% | +77+5.0% | Added |
| Paul Damon & Associates, Inc. | 1,629 | $483.6K | 0.29% | +205+14.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,634 | $485.0K | 0.05% | +4+0.2% | Added |
| Accel Wealth Management | 1,635 | $485.3K | 0.18% | −69−4.0% | Reduced |
| Kolinsky Wealth Management, LLC | 1,637 | $485.8K | 0.30% | +25+1.6% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 1,637 | $485.8K | 0.53% | +1,637 | New |
| Means Investment Co., Inc. | 1,642 | $487.4K | 0.05% | +1+0.1% | Added |
| Trilogy Capital Inc. | 1,643 | $487.6K | 0.03% | −12−0.7% | Reduced |
| Aigen Investment Management, LP | 1,643 | $487.6K | 0.09% | +1,643 | New |
| Impact Capital Partners LLC | 1,643 | $487.6K | 0.17% | +1,643 | New |
| McElhenny Sheffield Capital Management, LLC | 1,644 | $487.9K | 0.16% | +7+0.4% | Added |
| Acorn Wealth Advisors, LLC | 1,644 | $488.0K | 0.20% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 1,645 | $488.0K | 0.32% | −73−4.2% | Reduced |
| Act Two Investors LLC | 1,645 | $488.2K | 0.10% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,645 | $488.2K | 0.35% | +20+1.2% | Added |
| Northeast Financial Consultants Inc | 1,646 | $488.5K | 0.02% | +800+94.6% | Added |
| Worth Financial Advisory Group, LLC | 1,647 | $488.9K | 0.30% | +4+0.2% | Added |
| Davidson Trust Co | 1,649 | $489.4K | 0.25% | +200+13.8% | Added |
| First National Bank | 1,649 | $489.4K | 0.33% | −111−6.3% | Reduced |
| Richard W. Paul & Associates, LLC | 1,651 | $490.1K | 0.18% | −83−4.8% | Reduced |
| Legacy Financial Strategies, LLC | 1,643 | $490.2K | 0.11% | +11+0.7% | Added |
| Oxbow Advisors, LLC | 1,653 | $490.6K | 0.06% | −39−2.3% | Reduced |
| Schubert & Co | 1,654 | $490.9K | 0.33% | +22+1.3% | Added |
| Strategy Asset Managers LLC | 1,658 | $492.1K | 0.10% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,661 | $493.0K | 0.02% | −453−21.4% | Reduced |
| Vista Investment Partners LLC | 1,665 | $494.1K | 0.15% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,667 | $494.8K | 0.14% | +7+0.4% | Added |
| Copley Financial Group, Inc. | 1,671 | $495.9K | 0.38% | −72−4.1% | Reduced |
| Burney Co | 1,676 | $497.4K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,677 | $497.7K | 0.01% | −622−27.1% | Reduced |
| Heritage Investment Group, Inc. | 1,681 | $498.9K | 0.09% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,683 | $499.5K | 0.13% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,685 | $500.0K | 0.10% | +5+0.3% | Added |
| Gitterman Wealth Management, LLC | 1,686 | $500.4K | 0.21% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,687 | $500.7K | 0.06% | 00.0% | Unchanged |
| Sentinus, LLC | 1,690 | $501.5K | 0.15% | +13+0.8% | Added |
| Investors Research Corp | 1,694 | $502.8K | 0.11% | +19+1.1% | Added |
| NFP Retirement, Inc. | 1,695 | $503.0K | 0.04% | +1+0.1% | Added |
| Aveo Capital Partners, LLC | 1,699 | $504.2K | 0.06% | +1,699 | New |
| Zevenbergen Capital Investments LLC | 1,700 | $504.5K | 0.01% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,714 | $508.7K | 0.51% | +1,714 | New |
| Foster & Motley Inc | 1,716 | $509.0K | 0.03% | +35+2.1% | Added |
| Agate Pass Investment Management, LLC | 1,720 | $510.4K | 0.23% | −165−8.8% | Reduced |
| David Loasby | 1,743 | $511.3K | 0.05% | +85+5.1% | Added |
| Barton Investment Management | 1,735 | $514.9K | 0.05% | −165−8.7% | Reduced |
| Ellis Investment Partners, LLC | 1,737 | $515.6K | 0.10% | −364−17.3% | Reduced |
| Nottingham Advisors, Inc. | 1,742 | $517.0K | 0.07% | −23−1.3% | Reduced |
| Integrated Investment Consultants, LLC | 1,743 | $517.3K | 0.11% | −179−9.3% | Reduced |
| Atlantic Trust, LLC | 1,744 | $517.6K | 0.11% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,746 | $518.2K | 0.17% | +859+96.8% | Added |
| XML Financial, LLC | 1,748 | $518.8K | 0.05% | +621+55.1% | Added |
| Lake Street Financial LLC | 1,749 | $519.1K | 0.08% | −72−4.0% | Reduced |
| Bullock Wealth Management Group | 1,750 | $519.5K | 0.30% | +113+6.9% | Added |
| Evergreen Wealth Solutions, LLC | 1,751 | $519.8K | 0.36% | +275+18.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,757 | $521.5K | 0.11% | +762+76.6% | Added |
| Mechanics Financial Corp | 1,760 | $522.4K | 0.23% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,762 | $522.9K | 0.01% | +1,762 | New |
| Wealthquest Corp | 1,768 | $524.7K | 0.04% | +32+1.8% | Added |
| Rebalance, LLC | 1,776 | $527.1K | 0.04% | +191+12.1% | Added |
| Tennessee Valley Asset Management Partners | 1,781 | $528.5K | 0.09% | −11−0.6% | Reduced |
| Thompson Investment Management, Inc. | 1,781 | $528.6K | 0.08% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,788 | $530.6K | 0.21% | +2+0.1% | Added |
| Wealth Advisory Solutions, LLC | 1,788 | $530.7K | 0.15% | +212+13.5% | Added |
| Kathmere Capital Management, LLC | 1,791 | $531.6K | 0.05% | +508+39.6% | Added |
| Cromwell Holdings LLC | 1,793 | $532.1K | 0.31% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,794 | $532.4K | 0.19% | +1,794 | New |
| BBR Partners, LLC | 1,801 | $534.6K | 0.04% | +546+43.5% | Added |
| Strategic Advocates LLC | 1,807 | $536.3K | 0.18% | −572−24.0% | Reduced |
| KPP Advisory Services LLC | 1,811 | $537.4K | 0.13% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,818 | $539.6K | 0.19% | −24−1.3% | Reduced |
| Prairieview Wealth Partners, LLC | 1,818 | $539.6K | 0.58% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,797 | $539.8K | 0.13% | +1,797 | New |
| Merrion Investment Management Co, LLC | 1,821 | $540.5K | 0.38% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,824 | $541.3K | 0.10% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 1,831 | $543.4K | 0.18% | +1,831 | New |
| Howe & Rusling Inc | 1,834 | $544.3K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,836 | $544.9K | 0.03% | −73−3.8% | Reduced |
| Tobam | 1,836 | $545.0K | 0.17% | −633−25.6% | Reduced |
| Stonegate Investment Group, LLC | 1,837 | $545.3K | 0.01% | −1,001−35.3% | Reduced |
| Alta Advisers Ltd | 1,842 | $546.7K | 0.35% | +242+15.1% | Added |
| Mountain Pacific Investment Advisers Inc | 1,845 | $547.7K | 0.04% | −25−1.3% | Reduced |
| Sage Private Wealth Group, LLC | 1,849 | $548.8K | 0.41% | −49−2.6% | Reduced |
| Keystone Financial Group | 1,853 | $550.1K | 0.05% | +163+9.6% | Added |
| Transcend Wealth Collective, LLC | 1,858 | $551.4K | 0.04% | −27−1.4% | Reduced |
| Missouri Trust & Investment Co | 1,860 | $552.0K | 0.19% | +92+5.2% | Added |
| Sierra Capital LLC | 1,863 | $553.0K | 0.07% | −97−4.9% | Reduced |
| Liberty Wealth Management LLC | 1,865 | $553.6K | 0.09% | −14−0.7% | Reduced |
| Trustmark National Bank Trust Department | 1,868 | $554.4K | 0.04% | +245+15.1% | Added |
| Kozak & Associates, Inc. | 1,832 | $555.2K | 0.13% | +3+0.2% | Added |
| Ridgecrest Wealth Partners, LLC | 1,873 | $555.9K | 0.30% | −330−15.0% | Reduced |
| Toth Financial Advisory Corp | 1,873 | $555.9K | 0.07% | −89−4.5% | Reduced |
| MEMBERS Trust Co | 1,878 | $557.4K | 0.02% | −147−7.3% | Reduced |
| Tower Wealth Partners, Inc. | 1,878 | $557.4K | 0.29% | +337+21.9% | Added |
| Schonfeld Strategic Advisors LLC | 1,884 | $559.2K | 0.00% | −4,777−71.7% | Reduced |