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 |
|---|---|---|---|---|---|
| Berkshire Bank | 8,404 | $2.49M | 0.58% | −89−1.0% | Reduced |
| Argent Advisors, Inc. | 8,398 | $2.49M | 0.92% | −247−2.9% | Reduced |
| Prosperity Consulting Group, LLC | 8,378 | $2.49M | 0.19% | +60+0.7% | Added |
| IronOak Wealth LLC. | 8,367 | $2.48M | 2.78% | +8,367 | New |
| Procyon Private Wealth Partners, LLC | 8,345 | $2.48M | 0.16% | +270+3.3% | Added |
| Principle Wealth Partners LLC | 8,331 | $2.47M | 0.17% | −50−0.6% | Reduced |
| Stokes Family Office, LLC | 8,304 | $2.46M | 0.26% | +2,922+54.3% | Added |
| Cornerstone Planning, LLC | 8,302 | $2.46M | 0.94% | +8,302 | New |
| Woodmont Investment Counsel LLC | 8,268 | $2.45M | 0.18% | −668−7.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $2.45M | 0.63% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 8,240 | $2.45M | 0.86% | +1,100+15.4% | Added |
| Spears Abacus Advisors LLC | 8,223 | $2.44M | 0.05% | +16+0.2% | Added |
| MUFG Securities Americas Inc. | 8,216 | $2.44M | 0.31% | +8,216 | New |
| Accent Capital Management, LLC | 8,194 | $2.43M | 1.39% | −500−5.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,174 | $2.43M | 1.24% | −150−1.8% | Reduced |
| SOA Wealth Advisors, LLC. | 8,147 | $2.42M | 0.45% | +116+1.4% | Added |
| Meiji Yasuda Life Insurance Co | 8,130 | $2.41M | 0.05% | +2,083+34.4% | Added |
| Berkshire Asset Management LLC | 7,445 | $2.39M | 0.11% | −1,177−13.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,016 | $2.38M | 0.06% | −144−1.8% | Reduced |
| Natural Investments, LLC | 8,011 | $2.38M | 0.66% | +8,011 | New |
| Osborne Partners Capital Management, LLC | 7,838 | $2.33M | 0.13% | −282−3.5% | Reduced |
| La Banque Postale Asset Management SA | 7,836 | $2.33M | 0.03% | −36,332−82.3% | Reduced |
| Csenge Advisory Group | 7,818 | $2.32M | 0.13% | −761−8.9% | Reduced |
| GAMMA Investing LLC | 7,801 | $2.32M | 0.20% | +727+10.3% | Added |
| Stock Yards Bank & Trust Co | 7,786 | $2.31M | 0.08% | −1,441−15.6% | Reduced |
| Level Four Advisory Services, LLC | 7,776 | $2.31M | 0.09% | +244+3.2% | Added |
| Buckingham Strategic Partners | 7,760 | $2.30M | 0.04% | +1,208+18.4% | Added |
| Holderness Investments Co | 7,750 | $2.30M | 0.51% | +40+0.5% | Added |
| Burke & Herbert Bank & Trust Co | 7,737 | $2.30M | 0.54% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 7,806 | $2.29M | 0.97% | −205−2.6% | Reduced |
| Taylor Frigon Capital Management LLC | 7,698 | $2.28M | 1.16% | −255−3.2% | Reduced |
| RMR Wealth Builders | 7,666 | $2.28M | 0.24% | +527+7.4% | Added |
| Pitcairn Co | 7,635 | $2.27M | 0.13% | −225−2.9% | Reduced |
| Citizens National Bank Trust Department | 7,633 | $2.27M | 0.48% | −53−0.7% | Reduced |
| Red Cedar Investment Management, LLC | 7,628 | $2.26M | 0.28% | +792+11.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,588 | $2.25M | 0.07% | +390+5.4% | Added |
| RMR Capital Management, LLC | 7,558 | $2.24M | 1.67% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 7,527 | $2.23M | 0.23% | −138−1.8% | Reduced |
| Hilltop National Bank | 7,526 | $2.23M | 0.67% | +558+8.0% | Added |
| Beverly Hills Private Wealth, LLC | 7,521 | $2.23M | 0.45% | −222−2.9% | Reduced |
| Oldfather Financial Services, LLC | 7,515 | $2.23M | 0.85% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 7,449 | $2.21M | 0.07% | +367+5.2% | Added |
| Bank Ozk | 7,443 | $2.21M | 0.92% | +781+11.7% | Added |
| Nixon Peabody Trust Co | 7,436 | $2.21M | 0.18% | +132+1.8% | Added |
| Caldwell Sutter Capital, Inc. | 7,419 | $2.20M | 1.02% | 00.0% | Unchanged |
| Veracity Capital LLC | 7,413 | $2.20M | 0.80% | −6−0.1% | Reduced |
| Harold Davidson & Associates Inc. | 7,404 | $2.20M | 1.05% | +7,404 | New |
| Nicholas Hoffman & Company, LLC. | 7,389 | $2.19M | 0.09% | −18−0.2% | Reduced |
| Dover Advisors, LLC | 7,370 | $2.19M | 1.25% | −175−2.3% | Reduced |
| Thoroughbred Financial Services, LLC | 7,368 | $2.19M | 0.13% | −99−1.3% | Reduced |
| Groupama Asset Managment | 7,344 | $2.18M | 0.04% | +699+10.5% | Added |
| Excalibur Management Corp | 7,354 | $2.18M | 0.87% | −284−3.7% | Reduced |
| Boltwood Capital Management | 7,343 | $2.18M | 0.66% | −59−0.8% | Reduced |
| Belpointe Asset Management LLC | 8,412 | $2.18M | 0.13% | −268−3.1% | Reduced |
| Intellectus Partners, LLC | 7,310 | $2.17M | 0.48% | −250−3.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 7,258 | $2.15M | 0.04% | −977−11.9% | Reduced |
| Gateway Investment Advisers LLC | 7,256 | $2.15M | 0.02% | +33+0.5% | Added |
| Birinyi Associates Inc | 7,250 | $2.15M | 0.59% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 7,230 | $2.15M | 0.53% | −164−2.2% | Reduced |
| GLOBALT Investments LLC | 7,203 | $2.14M | 0.08% | +134+1.9% | Added |
| Applied Finance Capital Management, LLC | 7,196 | $2.14M | 0.09% | −193−2.6% | Reduced |
| Smartleaf Asset Management LLC | 7,156 | $2.13M | 0.22% | +1,795+33.5% | Added |
| Flputnam Investment Management Co | 7,135 | $2.12M | 0.04% | −5,165−42.0% | Reduced |
| Associated Banc-Corp | 7,122 | $2.11M | 0.06% | −95−1.3% | Reduced |
| Capstone Investment Advisors, LLC | 7,117 | $2.11M | 0.02% | −1,386−16.3% | Reduced |
| Everett Harris & Co | 7,093 | $2.11M | 0.03% | −45−0.6% | Reduced |
| Auxier Asset Management | 7,093 | $2.11M | 0.33% | −40−0.6% | Reduced |
| Optiver Holding B.V. | 7,083 | $2.10M | 0.07% | −25,402−78.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 7,082 | $2.10M | 0.61% | −82−1.1% | Reduced |
| Ascent Group, LLC | 7,060 | $2.10M | 0.16% | +430+6.5% | Added |
| Stablepoint Partners, LLC | 6,991 | $2.07M | 0.38% | +20.0% | Added |
| Symphony Financial, Ltd. Co. | 6,498 | $2.07M | 0.32% | +37+0.6% | Added |
| Trust Asset Management LLC | 6,907 | $2.05M | 0.16% | 00.0% | Unchanged |
| Alps Advisors Inc | 6,899 | $2.05M | 0.01% | −1,470−17.6% | Reduced |
| Citadel Investment Advisory, Inc. | 6,884 | $2.04M | 1.06% | 00.0% | Unchanged |
| Rockland Trust Co | 6,860 | $2.04M | 0.10% | −888−11.5% | Reduced |
| Inkwell Capital LLC | 6,851 | $2.03M | 2.17% | +6,851 | New |
| Dynasty Wealth Management, LLC | 6,829 | $2.03M | 0.03% | +28+0.4% | Added |
| Stenger Family Office, LLC | 6,817 | $2.02M | 0.69% | +6,817 | New |
| Piscataqua Savings Bank | 6,813 | $2.02M | 1.74% | −50−0.7% | Reduced |
| Beacon Financial Group | 6,792 | $2.02M | 0.22% | −118−1.7% | Reduced |
| RB Capital Management, LLC | 6,791 | $2.02M | 0.47% | +301+4.6% | Added |
| Center for Financial Planning, Inc. | 6,760 | $2.01M | 0.27% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 6,722 | $2.00M | 1.33% | −434−6.1% | Reduced |
| Daymark Wealth Partners, LLC | 101,392 | $1.99M | 0.08% | +105+0.1% | Added |
| Aurora Private Wealth, Inc. | 6,713 | $1.99M | 1.49% | +269+4.2% | Added |
| Checchi Capital Advisers, LLC | 6,656 | $1.98M | 0.15% | −9−0.1% | Reduced |
| Private Trust Co NA | 6,634 | $1.97M | 0.20% | −18−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 6,625 | $1.97M | 0.10% | +712+12.0% | Added |
| Forum Financial Management, LP | 6,622 | $1.97M | 0.03% | +31+0.5% | Added |
| BancorpSouth Bank | 6,605 | $1.96M | 0.13% | −567−7.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 6,164 | $1.95M | 0.02% | −626−9.2% | Reduced |
| WBI Investments | 6,566 | $1.95M | 0.49% | +2,256+52.3% | Added |
| McAdam, LLC | 6,555 | $1.95M | 0.11% | −41−0.6% | Reduced |
| Wolf Group Capital Advisors | 11,159 | $1.94M | 0.95% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 6,537 | $1.94M | 0.15% | +272+4.3% | Added |
| Huntleigh Advisors, Inc. | 6,512 | $1.93M | 0.42% | +6,512 | New |
| Brighton Jones LLC | 6,481 | $1.92M | 0.06% | +1,273+24.4% | Added |
| Robertson Stephens Wealth Management, LLC | 6,481 | $1.92M | 0.07% | −182−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 6,465 | $1.92M | 0.02% | −1,432−18.1% | Reduced |