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 |
|---|---|---|---|---|---|
| Edge Capital Group, LLC | 6,451 | $1.91M | 0.09% | +1,113+20.9% | Added |
| Redwood Investment Management, LLC | 6,399 | $1.90M | 0.19% | −110−1.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,394 | $1.90M | 0.10% | −399−5.9% | Reduced |
| S&CO Inc | 6,386 | $1.90M | 0.13% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,367 | $1.89M | 0.60% | +11+0.2% | Added |
| Western Financial Corp | 6,330 | $1.88M | 1.03% | +386+6.5% | Added |
| Arkadios Wealth Advisors | 6,279 | $1.86M | 0.10% | −1,013−13.9% | Reduced |
| Chesapeake Wealth Management | 6,272 | $1.86M | 0.64% | −223−3.4% | Reduced |
| Axxcess Wealth Management, LLC | 6,215 | $1.84M | 0.05% | +79+1.3% | Added |
| Washington Trust Advisors, Inc. | 6,211 | $1.84M | 0.15% | +29+0.5% | Added |
| Geneos Wealth Management Inc. | 6,202 | $1.84M | 0.06% | +313+5.3% | Added |
| Diligent Investors, LLC | 6,197 | $1.84M | 0.42% | −50−0.8% | Reduced |
| Crestwood Advisors Group LLC | 6,167 | $1.83M | 0.03% | +496+8.7% | Added |
| WSFS Capital Management, LLC | 6,164 | $1.83M | 0.10% | −229−3.6% | Reduced |
| Abundance Wealth Counselors | 6,139 | $1.82M | 0.40% | +8+0.1% | Added |
| Busey Wealth Management | 6,129 | $1.82M | 0.06% | −137−2.2% | Reduced |
| Old National Bancorp | 6,119 | $1.82M | 0.04% | +36+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.16% | 00.0% | Unchanged |
| Westpac Banking Corp | 6,093 | $1.81M | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,059 | $1.80M | 0.06% | +2,217+57.7% | Added |
| Pensionmark Financial Group, LLC | 6,057 | $1.80M | 0.05% | +1,292+27.1% | Added |
| Weil Company, Inc. | 6,035 | $1.79M | 0.62% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 6,019 | $1.79M | 0.56% | +102+1.7% | Added |
| IHT Wealth Management, LLC | 6,019 | $1.79M | 0.06% | +879+17.1% | Added |
| Insight Advisors, LLC | 6,008 | $1.79M | 0.31% | −139−2.3% | Reduced |
| Fidelis Capital Partners, LLC | 5,639 | $1.78M | 0.18% | +1,655+41.5% | Added |
| Financial Counselors Inc | 6,009 | $1.78M | 0.03% | −767−11.3% | Reduced |
| Greenwood Gearhart Inc | 5,999 | $1.78M | 0.12% | −489−7.5% | Reduced |
| B&L Asset Management LLC | 5,995 | $1.78M | 1.13% | +10.0% | Added |
| Legacy Edge Advisors, LLC | 5,981 | $1.78M | 0.28% | −663−10.0% | Reduced |
| YHB Investment Advisors, Inc. | 5,961 | $1.77M | 0.15% | −125−2.1% | Reduced |
| TrinityPoint Wealth, LLC | 5,961 | $1.77M | 0.25% | +154+2.7% | Added |
| Ransom Advisory, Ltd | 5,946 | $1.76M | 0.81% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 5,944 | $1.76M | 0.20% | −1,130−16.0% | Reduced |
| Leavell Investment Management, Inc. | 5,943 | $1.76M | 0.09% | +295+5.2% | Added |
| Community Bank, N.A. | 5,912 | $1.75M | 0.23% | −85−1.4% | Reduced |
| MainStreet Investment Advisors LLC | 5,897 | $1.75M | 0.25% | −101−1.7% | Reduced |
| Focus Financial Network, Inc. | 5,877 | $1.74M | 0.07% | +48+0.8% | Added |
| First Citizens Bank & Trust Co | 5,876 | $1.74M | 0.03% | +247+4.4% | Added |
| Leo Wealth, LLC | 5,860 | $1.74M | 0.16% | +2,609+80.3% | Added |
| Bank of Hawaii | 5,856 | $1.74M | 0.10% | −139−2.3% | Reduced |
| Kestra Investment Management, LLC | 5,849 | $1.74M | 0.07% | +1,937+49.5% | Added |
| Highline Wealth Partners LLC | 5,848 | $1.74M | 0.57% | +25+0.4% | Added |
| Natixis | 5,845 | $1.73M | 0.01% | −12,226−67.7% | Reduced |
| Lakeshore Capital Group, Inc. | 5,844 | $1.73M | 2.62% | +5,844 | New |
| Hohimer Wealth Management, LLC | 5,829 | $1.73M | 0.33% | +37+0.6% | Added |
| Cigna Investments Inc | 5,777 | $1.72M | 0.30% | −40−0.7% | Reduced |
| Weik Capital Management | 5,763 | $1.71M | 0.70% | −100−1.7% | Reduced |
| Delphi Management Inc | 5,713 | $1.70M | 1.64% | −152−2.6% | Reduced |
| BayBridge Capital Group, LLC | 5,702 | $1.69M | 1.23% | −46−0.8% | Reduced |
| HTLF Bank | 5,698 | $1.69M | 0.19% | −131−2.2% | Reduced |
| Balboa Wealth Partners | 5,693 | $1.69M | 0.39% | +2,836+99.3% | Added |
| Waldron Private Wealth LLC | 5,684 | $1.69M | 0.07% | +16+0.3% | Added |
| Monte Financial Group, LLC | 5,684 | $1.69M | 0.72% | −303−5.1% | Reduced |
| Capital Analysts, LLC | 5,666 | $1.68M | 0.07% | +647+12.9% | Added |
| Blodgett Wealth Advisors, LLC | 5,659 | $1.68M | 1.32% | −57−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 5,648 | $1.68M | 0.08% | −601−9.6% | Reduced |
| Advisory Research Inc | 5,628 | $1.67M | 0.28% | −849−13.1% | Reduced |
| Myriad Asset Management US LP | 5,626 | $1.67M | 1.12% | +5,626 | New |
| Mather Group, LLC. | 5,599 | $1.66M | 0.02% | −331−5.6% | Reduced |
| Twin Capital Management Inc | 5,598 | $1.66M | 0.18% | −179−3.1% | Reduced |
| Northcape Wealth Management, LLC | 5,580 | $1.66M | 0.54% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,558 | $1.65M | 0.19% | −28−0.5% | Reduced |
| Trust Point Inc. | 5,555 | $1.65M | 0.11% | −92−1.6% | Reduced |
| Cornerstone Planning Group LLC | 5,196 | $1.64M | 0.40% | +11+0.2% | Added |
| Saxon Interests, Inc. | 5,536 | $1.64M | 0.72% | +95+1.7% | Added |
| Pine Valley Investments Ltd Liability Co | 5,534 | $1.64M | 0.11% | −4−0.1% | Reduced |
| Transatlantique Private Wealth LLC | 5,533 | $1.64M | 0.62% | +10.0% | Added |
| Ferguson Wellman Capital Management, Inc | 5,529 | $1.64M | 0.03% | −526−8.7% | Reduced |
| Crewe Advisors LLC | 5,523 | $1.64M | 0.23% | −5−0.1% | Reduced |
| Ledyard National Bank | 5,517 | $1.64M | 0.15% | −93−1.7% | Reduced |
| Stonebrook Private Inc. | 5,513 | $1.64M | 0.43% | +52+1.0% | Added |
| Interchange Capital Partners, LLC | 5,513 | $1.64M | 0.59% | −179−3.1% | Reduced |
| KRS Capital Management, LLC | 5,507 | $1.63M | 1.16% | −14−0.3% | Reduced |
| Icon Advisers Inc | 5,500 | $1.63M | 0.37% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 5,495 | $1.63M | 0.70% | −21−0.4% | Reduced |
| Grove Bank & Trust | 5,493 | $1.63M | 0.23% | −249−4.3% | Reduced |
| Highview Capital Management LLC | 5,492 | $1.63M | 0.63% | −42−0.8% | Reduced |
| Laurel Wealth Advisors LLC | 5,491 | $1.63M | 0.25% | −30−0.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,464 | $1.62M | 0.31% | +6+0.1% | Added |
| Simmons Bank | 5,446 | $1.62M | 0.12% | −123−2.2% | Reduced |
| Atomi Financial Group, Inc. | 5,435 | $1.61M | 0.08% | +846+18.4% | Added |
| Ameritas Investment Partners, Inc. | 5,422 | $1.61M | 0.05% | −267−4.7% | Reduced |
| Harbour Investments, Inc. | 5,420 | $1.61M | 0.05% | +118+2.2% | Added |
| First Dallas Securities Inc. | 5,412 | $1.61M | 0.65% | −3,284−37.8% | Reduced |
| Sirios Capital Management L P | 5,399 | $1.60M | 0.29% | −178−3.2% | Reduced |
| Syon Capital LLC | 5,394 | $1.60M | 0.14% | −173−3.1% | Reduced |
| NBZ Investment Advisors LLC | 5,359 | $1.59M | 0.89% | +5,359 | New |
| Strategic Advisors LLC | 5,356 | $1.59M | 0.29% | +1,702+46.6% | Added |
| Avestar Capital, LLC | 5,334 | $1.58M | 0.14% | +448+9.2% | Added |
| Cypress Wealth Services, LLC | 5,332 | $1.58M | 0.32% | −10−0.2% | Reduced |
| 44 Wealth Management LLC | 5,325 | $1.58M | 0.61% | −570−9.7% | Reduced |
| Advisor OS, LLC | 5,323 | $1.58M | 0.18% | +2,094+64.8% | Added |
| Norden Group LLC | 5,311 | $1.58M | 0.18% | −15,328−74.3% | Reduced |
| Farther Finance Advisors, LLC | 5,301 | $1.57M | 0.06% | −604−10.2% | Reduced |
| Paragon Private Wealth Management, LLC | 5,296 | $1.57M | 0.73% | +180+3.5% | Added |
| Spinnaker Trust | 5,289 | $1.57M | 0.10% | −150−2.8% | Reduced |
| Lebenthal Global Advisors, LLC | 5,269 | $1.56M | 0.29% | −61−1.1% | Reduced |
| Sapient Capital LLC | 5,252 | $1.56M | 0.03% | +574+12.3% | Added |
| MeadowBrook Investment Advisors LLC | 5,224 | $1.55M | 1.37% | −100−1.9% | Reduced |