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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 10,312 | $3.06M | 0.08% | +21+0.2% | Added |
| ProVise Management Group, LLC | 10,267 | $3.05M | 0.26% | −3,593−25.9% | Reduced |
| Sciencast Management LP | 10,252 | $3.04M | 0.83% | +10,252 | New |
| SOL Capital Management CO | 10,210 | $3.03M | 0.34% | −1,838−15.3% | Reduced |
| Insigneo Advisory Services, LLC | 10,165 | $3.02M | 0.31% | −1,759−14.8% | Reduced |
| Empower Advisory Group, LLC | 10,121 | $3.00M | 0.01% | +104+1.0% | Added |
| Cunning Capital Partners, LP | 10,070 | $2.99M | 1.84% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 10,014 | $2.97M | 1.31% | −369−3.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 9,658 | $2.97M | 0.25% | −1,300−11.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,005 | $2.97M | 0.27% | +242+2.5% | Added |
| Sterling Capital Management LLC | 9,991 | $2.97M | 0.04% | +13+0.1% | Added |
| Hartford Funds Management Co LLC | 9,978 | $2.96M | 0.27% | +563+6.0% | Added |
| Galilei Investment Office LLP | 9,974 | $2.96M | 1.49% | +9,974 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 32,626 | $2.96M | 0.51% | +15,998+96.2% | Added |
| Union Heritage Capital, LLC | 9,968 | $2.96M | 1.09% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 9,950 | $2.95M | 0.40% | +799+8.7% | Added |
| Wolff Wiese Magana LLC | 9,929 | $2.95M | 1.95% | +270+2.8% | Added |
| FOCUS Wealth Advisors, LLC | 9,886 | $2.93M | 1.56% | −277−2.7% | Reduced |
| Vinva Investment Management Ltd | 9,836 | $2.92M | 0.11% | −2,524−20.4% | Reduced |
| Joel Isaacson & Co., LLC | 9,843 | $2.92M | 0.13% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,823 | $2.92M | 0.11% | +1,844+23.1% | Added |
| Doheny Asset Management | 9,820 | $2.91M | 2.17% | 00.0% | Unchanged |
| Knuff & Co LLC | 9,817 | $2.91M | 0.89% | +167+1.7% | Added |
| Inlet Private Wealth, LLC | 9,795 | $2.91M | 0.77% | +44+0.5% | Added |
| Xcel Wealth Management, LLC | 9,793 | $2.91M | 0.81% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 9,761 | $2.90M | 0.17% | −3,646−27.2% | Reduced |
| Moors & Cabot, Inc. | 9,696 | $2.88M | 0.14% | +405+4.4% | Added |
| NTV Asset Management LLC | 9,679 | $2.87M | 0.38% | −336−3.4% | Reduced |
| SBI Securities Co., Ltd. | 9,668 | $2.87M | 0.09% | +9,668 | New |
| Horizon Investments, LLC | 9,687 | $2.87M | 0.08% | +188+2.0% | Added |
| HBK Sorce Advisory LLC | 9,658 | $2.87M | 0.09% | +312+3.3% | Added |
| Mission Wealth Management, LP | 9,656 | $2.87M | 0.07% | −643−6.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 9,652 | $2.86M | 0.60% | −1,933−16.7% | Reduced |
| Evoke Wealth, LLC | 9,619 | $2.85M | 0.08% | +46+0.5% | Added |
| Financial Security Advisor, Inc. | 9,563 | $2.84M | 0.72% | −92−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 9,561 | $2.84M | 0.31% | −25−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 9,543 | $2.83M | 0.03% | +1,732+22.2% | Added |
| Sawgrass Asset Management LLC | 9,495 | $2.82M | 0.31% | −736−7.2% | Reduced |
| Parkshore Wealth Management, Inc. | 9,479 | $2.81M | 1.69% | +9,479 | New |
| TAGStone Capital, Inc. | 9,464 | $2.81M | 1.38% | +108+1.2% | Added |
| Zhang Financial LLC | 9,446 | $2.80M | 0.16% | +724+8.3% | Added |
| Plimoth Trust Co LLC | 9,446 | $2.80M | 0.72% | −108−1.1% | Reduced |
| J. Safra Sarasin Holding AG | 9,417 | $2.79M | 0.05% | −1,156−10.9% | Reduced |
| Parkside Financial Bank & Trust | 9,370 | $2.78M | 0.37% | +121+1.3% | Added |
| Qtron Investments LLC | 9,352 | $2.78M | 0.39% | −1,251−11.8% | Reduced |
| Institute for Wealth Management, LLC. | 9,331 | $2.77M | 0.35% | −52−0.6% | Reduced |
| Beacon Investment Advisors LLC | 9,328 | $2.77M | 1.30% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 9,310 | $2.76M | 0.08% | +446+5.0% | Added |
| Evergreen Capital Management LLC | 9,307 | $2.76M | 0.09% | −82−0.9% | Reduced |
| Carl P. Sherr & Co., LLC | 9,301 | $2.76M | 1.45% | +10.0% | Added |
| Western Wealth Management, LLC | 9,245 | $2.74M | 0.15% | +718+8.4% | Added |
| Bigelow Investment Advisors, LLC | 9,230 | $2.74M | 1.29% | −630−6.4% | Reduced |
| Fire Capital Management LLC | 9,215 | $2.73M | 2.04% | +9,215 | New |
| Applied Capital LLC | 9,211 | $2.73M | 2.15% | −50−0.5% | Reduced |
| Americana Partners, LLC | 9,198 | $2.73M | 0.11% | −574−5.9% | Reduced |
| Guardian Capital LP | 9,188 | $2.73M | 0.10% | −1,200−11.6% | Reduced |
| Jackson Wealth Management, LLC | 9,175 | $2.72M | 0.31% | +770+9.2% | Added |
| KWB Wealth | 10,031 | $2.72M | 0.34% | +1,403+16.3% | Added |
| Bridgeway Capital Management, LLC | 9,100 | $2.70M | 0.06% | 00.0% | Unchanged |
| IFC Advisors LLC | 9,072 | $2.69M | 0.59% | +9,072 | New |
| Mengis Capital Management, Inc. | 9,070 | $2.69M | 0.55% | 00.0% | Unchanged |
| Invst, LLC | 9,050 | $2.69M | 0.33% | +81+0.9% | Added |
| Anchor Investment Management, LLC | 9,026 | $2.68M | 0.25% | +134+1.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 9,000 | $2.67M | 1.18% | +9,000 | New |
| Signature Wealth Management Group | 8,987 | $2.67M | 1.07% | +202+2.3% | Added |
| Trustco Bank Corp N Y | 8,954 | $2.66M | 2.87% | −560−5.9% | Reduced |
| Bank of New Hampshire | 8,928 | $2.65M | 0.68% | −148−1.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,916 | $2.65M | 1.61% | −1,637−15.5% | Reduced |
| Fulton Bank, N.A. | 8,898 | $2.64M | 0.10% | −1,632−15.5% | Reduced |
| Northern Financial Advisors Inc | 8,897 | $2.64M | 2.11% | −296−3.2% | Reduced |
| Arcus Capital Partners, LLC | 11,583 | $2.64M | 0.83% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 8,867 | $2.63M | 0.66% | +8+0.1% | Added |
| Massmutual Trust Co FSB | 8,856 | $2.63M | 0.07% | −368−4.0% | Reduced |
| Vivid Wealth Management, LLC | 8,854 | $2.63M | 1.33% | −43−0.5% | Reduced |
| JPB Foundation | 8,851 | $2.63M | 0.29% | −35,000−79.8% | Reduced |
| Wilkins Investment Counsel Inc | 8,842 | $2.62M | 0.38% | −990−10.1% | Reduced |
| AlTi Global, Inc. | 8,569 | $2.62M | 0.06% | +133+1.6% | Added |
| FineMark National Bank & Trust | 8,811 | $2.62M | 0.09% | +77+0.9% | Added |
| Lake Street Advisors Group, LLC | 8,796 | $2.61M | 0.12% | −23−0.3% | Reduced |
| Eqis Capital Management, Inc. | 8,794 | $2.61M | 0.22% | −97−1.1% | Reduced |
| Jackson Square Capital, LLC | 8,781 | $2.61M | 0.63% | +8,781 | New |
| Bank of Stockton | 8,759 | $2.60M | 0.79% | −210−2.3% | Reduced |
| Mindset Wealth Management, LLC | 8,737 | $2.59M | 0.95% | −368−4.0% | Reduced |
| Vista Wealth Management Group, LLC | 8,717 | $2.59M | 0.17% | +3,773+76.3% | Added |
| Mutual Advisors, LLC | 8,259 | $2.57M | 0.07% | +410+5.2% | Added |
| Agf Management Ltd | 8,619 | $2.56M | 0.01% | −18,640−68.4% | Reduced |
| Ingalls & Snyder LLC | 8,607 | $2.55M | 0.10% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 8,604 | $2.55M | 0.19% | +235+2.8% | Added |
| Walter & Keenan Financial Consulting Co | 8,601 | $2.55M | 0.77% | +7+0.1% | Added |
| SageView Advisory Group, LLC | 8,596 | $2.55M | 0.11% | +218+2.6% | Added |
| First National Trust Co | 8,585 | $2.55M | 0.10% | −392−4.4% | Reduced |
| Rothschild Investment LLC | 8,538 | $2.53M | 0.17% | −46−0.5% | Reduced |
| Pinnacle Holdings, LLC | 8,516 | $2.53M | 0.95% | −532−5.9% | Reduced |
| Moneta Group Investment Advisors LLC | 8,486 | $2.52M | 0.04% | −82−1.0% | Reduced |
| Investors Asset Management of Georgia Inc | 8,479 | $2.52M | 1.23% | −50−0.6% | Reduced |
| Pinnacle Wealth Management, LLC | 8,464 | $2.51M | 2.80% | −82−1.0% | Reduced |
| Fortis Group Advisors, LLC | 8,436 | $2.50M | 0.47% | −3,890−31.6% | Reduced |
| IFG Advisory, LLC | 8,435 | $2.50M | 0.14% | −130−1.5% | Reduced |
| Hardy Reed LLC | 8,428 | $2.50M | 0.22% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 8,426 | $2.50M | 0.17% | −189−2.2% | Reduced |