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 |
|---|---|---|---|---|---|
| Signal Advisors Wealth, LLC | 5,224 | $1.55M | 0.18% | −210−3.9% | Reduced |
| Ramirez Asset Management, Inc. | 5,220 | $1.55M | 0.31% | 00.0% | Unchanged |
| Woodstock Corp | 5,215 | $1.55M | 0.15% | −359−6.4% | Reduced |
| S.A. Mason LLC | 5,206 | $1.54M | 0.81% | −74−1.4% | Reduced |
| Factorial Partners, LLC | 5,200 | $1.54M | 0.89% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,189 | $1.54M | 0.52% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,172 | $1.53M | 0.06% | +170+3.4% | Added |
| Pecaut & Co. | 5,169 | $1.53M | 0.53% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 5,158 | $1.53M | 0.41% | +685+15.3% | Added |
| AXS Investments LLC | 5,150 | $1.53M | 0.43% | −586−10.2% | Reduced |
| Legacy Advisors, LLC | 5,146 | $1.53M | 0.15% | +120+2.4% | Added |
| Profit Investment Management, LLC | 5,142 | $1.53M | 1.22% | −138−2.6% | Reduced |
| Baker Avenue Asset Management, LP | 5,139 | $1.53M | 0.05% | +338+7.0% | Added |
| Sterling Wealth Management, Inc. | 5,128 | $1.52M | 0.56% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,109 | $1.52M | 0.10% | +147+3.0% | Added |
| Strategic Investment Advisors | 5,105 | $1.52M | 0.16% | −354−6.5% | Reduced |
| WealthTrust Axiom LLC | 5,083 | $1.51M | 0.45% | −18−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 5,074 | $1.51M | 0.14% | +83+1.7% | Added |
| Bradyco, Inc. | 5,074 | $1.51M | 0.93% | +5,074 | New |
| Confluence Wealth Services, Inc. | 4,612 | $1.50M | 0.10% | 00.0% | Unchanged |
| Carr Financial Group Corp | 5,063 | $1.50M | 0.47% | −401−7.3% | Reduced |
| PFG Advisors | 5,060 | $1.50M | 0.09% | −149−2.9% | Reduced |
| Canopy Partners, LLC | 5,056 | $1.50M | 0.57% | +579+12.9% | Added |
| Spirit of America Management Corp | 5,000 | $1.48M | 0.30% | 00.0% | Unchanged |
| Washington Trust Co | 4,995 | $1.48M | 0.05% | +347+7.5% | Added |
| Garde Capital, Inc. | 4,986 | $1.48M | 0.10% | +148+3.1% | Added |
| Wealth Alliance | 4,932 | $1.46M | 0.18% | −134−2.6% | Reduced |
| Wealthcare Advisory Partners LLC | 4,931 | $1.46M | 0.04% | +133+2.8% | Added |
| RNC Capital Management LLC | 4,931 | $1.46M | 0.08% | −497−9.2% | Reduced |
| Levin Capital Strategies, L.P. | 4,916 | $1.46M | 0.14% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 4,886 | $1.45M | 0.05% | +842+20.8% | Added |
| Wesbanco Bank Inc | 4,883 | $1.45M | 0.05% | +705+16.9% | Added |
| Minot DeBlois Advisors LLC | 4,878 | $1.45M | 1.32% | +4,878 | New |
| Hall Capital Management Co Inc | 4,877 | $1.45M | 0.68% | +4,877 | New |
| IFP Advisors, Inc | 4,836 | $1.44M | 0.05% | −3,156−39.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,821 | $1.43M | 0.83% | −84−1.7% | Reduced |
| Leisure Capital Management | 4,798 | $1.42M | 0.56% | −10.0% | Reduced |
| Boyar Asset Management Inc. | 4,785 | $1.42M | 0.94% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,679 | $1.42M | 0.09% | −570−9.1% | Reduced |
| Chicago Partners Investment Group LLC | 4,671 | $1.41M | 0.05% | +92+2.0% | Added |
| Muirfield Wealth Advisors LLC | 4,742 | $1.41M | 1.16% | +12+0.3% | Added |
| Aster Capital Management (DIFC) Ltd | 4,739 | $1.41M | 0.54% | −2,581−35.3% | Reduced |
| Ignite Planners, LLC | 4,634 | $1.40M | 0.31% | +32+0.7% | Added |
| Argentarii, LLC | 4,702 | $1.40M | 0.70% | +4,702 | New |
| North Star Investment Management Corp. | 4,685 | $1.39M | 0.10% | +10.0% | Added |
| Bedel Financial Consulting, Inc. | 4,333 | $1.39M | 0.19% | −7−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,651 | $1.38M | 0.06% | −316−6.4% | Reduced |
| Aspire Private Capital, LLC | 4,649 | $1.38M | 0.34% | +124+2.7% | Added |
| Pflug Koory, LLC | 4,644 | $1.38M | 0.70% | −35−0.7% | Reduced |
| Aventura Private Wealth, LLC | 4,640 | $1.38M | 0.74% | +4,640 | New |
| Baldwin Investment Management, LLC | 4,637 | $1.38M | 0.18% | +427+10.1% | Added |
| Barden Capital Management, Inc. | 4,635 | $1.38M | 1.18% | −24−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,630 | $1.37M | 0.11% | +956+26.0% | Added |
| TCI Wealth Advisors, Inc. | 4,627 | $1.37M | 0.11% | +14+0.3% | Added |
| Allegheny Financial Group LTD | 4,621 | $1.37M | 0.35% | −49−1.0% | Reduced |
| BigSur Wealth Management LLC | 4,603 | $1.37M | 0.39% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,601 | $1.37M | 0.02% | +175+4.0% | Added |
| J. W. Coons Advisors, LLC | 4,597 | $1.36M | 0.35% | −1,010−18.0% | Reduced |
| Sentry LLC | 4,591 | $1.36M | 0.27% | 00.0% | Unchanged |
| NWK Group, Inc. | 4,588 | $1.36M | 0.53% | −113−2.4% | Reduced |
| First Command Advisory Services, Inc. | 4,587 | $1.36M | 0.01% | −45−1.0% | Reduced |
| Evelyn Partners Investment Management LLP | 4,584 | $1.36M | 0.04% | +4,584 | New |
| Caxton Associates LP | 4,575 | $1.36M | 0.04% | +4,575 | New |
| Twelve Points Wealth Management LLC | 4,571 | $1.36M | 0.39% | −20−0.4% | Reduced |
| Tufton Capital Management | 4,560 | $1.35M | 0.26% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,538 | $1.35M | 0.21% | +7+0.2% | Added |
| Moloney Securities Asset Management, LLC | 4,536 | $1.35M | 0.18% | −262−5.5% | Reduced |
| Fullcircle Wealth LLC | 4,376 | $1.35M | 0.55% | −186−4.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,522 | $1.34M | 0.07% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 4,517 | $1.34M | 0.58% | −450−9.1% | Reduced |
| Edgestream Partners, L.P. | 4,512 | $1.34M | 0.06% | −2,870−38.9% | Reduced |
| U S Global Investors Inc | 4,500 | $1.34M | 0.13% | +1,000+28.6% | Added |
| Papp L Roy & Associates | 4,500 | $1.34M | 0.16% | −200−4.3% | Reduced |
| Byrne Asset Management LLC | 4,434 | $1.32M | 0.94% | −156−3.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,432 | $1.32M | 0.24% | −22−0.5% | Reduced |
| American National Bank | 4,428 | $1.31M | 0.15% | +300+7.3% | Added |
| Delta Financial Group, Inc. | 4,425 | $1.31M | 0.31% | +16+0.4% | Added |
| Griffith & Werner, Inc. | 4,418 | $1.31M | 0.87% | +4,418 | New |
| Oakworth Capital, Inc. | 4,412 | $1.31M | 0.09% | −53−1.2% | Reduced |
| Resources Management Corp | 4,405 | $1.31M | 0.18% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,403 | $1.31M | 0.10% | +778+21.5% | Added |
| Cubist Systematic Strategies, LLC | 4,400 | $1.31M | 0.02% | +4,400 | New |
| Magnus Financial Group LLC | 4,398 | $1.31M | 0.13% | −149−3.3% | Reduced |
| Koshinski Asset Management, Inc. | 4,394 | $1.30M | 0.11% | −60−1.3% | Reduced |
| Everhart Financial Group, Inc. | 4,393 | $1.30M | 0.27% | +966+28.2% | Added |
| Mraz, Amerine & Associates, Inc. | 4,384 | $1.30M | 0.23% | −497−10.2% | Reduced |
| Proathlete Wealth Management LLC | 4,374 | $1.30M | 0.49% | +55+1.3% | Added |
| Red Door Wealth Management, LLC | 4,367 | $1.30M | 0.20% | +31+0.7% | Added |
| Sage Rhino Capital LLC | 4,356 | $1.29M | 0.28% | −97−2.2% | Reduced |
| Guardian Investment Management | 4,342 | $1.29M | 0.94% | −25−0.6% | Reduced |
| Verus Capital Partners, LLC | 4,339 | $1.29M | 0.12% | −185−4.1% | Reduced |
| Salem Investment Counselors Inc | 4,334 | $1.29M | 0.04% | +147+3.5% | Added |
| Accredited Investors Inc. | 4,327 | $1.28M | 0.08% | −199−4.4% | Reduced |
| IFG Advisors, LLC | 4,306 | $1.28M | 0.25% | −136−3.1% | Reduced |
| Lyell Wealth Management, LP | 4,305 | $1.28M | 0.11% | +100+2.4% | Added |
| United Asset Strategies, Inc. | 4,302 | $1.28M | 0.12% | −76−1.7% | Reduced |
| Schulhoff & Co Inc | 4,300 | $1.28M | 0.57% | −70−1.6% | Reduced |
| American Trust | 4,295 | $1.27M | 0.10% | −437−9.2% | Reduced |
| SRN Advisors, LLC | 4,290 | $1.27M | 1.13% | +1,300+43.5% | Added |
| DRW Securities, LLC | 4,290 | $1.27M | 0.09% | +2,878+203.8% | Added |