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 |
|---|---|---|---|---|---|
| Ervin Investment Management, LLC | 4,266 | $1.27M | 0.82% | −125−2.8% | Reduced |
| Atlas Brown,Inc. | 4,256 | $1.26M | 0.43% | +7+0.2% | Added |
| Virtus ETF Advisers LLC | 4,244 | $1.26M | 0.51% | +643+17.9% | Added |
| Aaron Wealth Advisors | 4,226 | $1.25M | 0.15% | +152+3.7% | Added |
| Wellington Shields & Co., LLC | 4,220 | $1.25M | 0.38% | 00.0% | Unchanged |
| Conning Inc. | 4,218 | $1.25M | 0.04% | −242−5.4% | Reduced |
| Orleans Capital Management Corp | 4,035 | $1.25M | 0.70% | −280−6.5% | Reduced |
| InvesTrust | 4,200 | $1.25M | 0.35% | +4,200 | New |
| Fortis Capital Advisors, LLC | 4,827 | $1.25M | 0.43% | −98−2.0% | Reduced |
| Promethium Advisors,llc | 4,201 | $1.25M | 0.85% | −25−0.6% | Reduced |
| Prairie Sky Financial Group LLC | 4,181 | $1.24M | 0.76% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,213 | $1.24M | 0.07% | −1,290−23.4% | Reduced |
| Amarillo National Bank | 4,156 | $1.23M | 0.23% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,146 | $1.23M | 0.18% | −19−0.5% | Reduced |
| Benin Management CORP | 4,146 | $1.23M | 0.34% | 00.0% | Unchanged |
| Graypoint LLC | 4,141 | $1.23M | 0.07% | +41+1.0% | Added |
| Bayview Asset Management, LLC | 4,125 | $1.22M | 1.60% | +4,125 | New |
| CWA Asset Management Group, LLC | 4,098 | $1.22M | 0.06% | −127−3.0% | Reduced |
| Souders Financial Advisors | 4,088 | $1.21M | 0.17% | +296+7.8% | Added |
| Essex Investment Management Co LLC | 4,082 | $1.21M | 0.22% | −66−1.6% | Reduced |
| Marcum Wealth, LLC | 4,060 | $1.20M | 0.10% | +313+8.4% | Added |
| Sunflower Bank, N.A. | 4,054 | $1.20M | 0.33% | +35+0.9% | Added |
| Ellevest, Inc. | 4,042 | $1.20M | 0.07% | +13+0.3% | Added |
| Evermay Wealth Management LLC | 4,041 | $1.20M | 0.18% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,040 | $1.20M | 0.27% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 4,037 | $1.20M | 0.92% | +4,037 | New |
| Essex Financial Services, Inc. | 4,028 | $1.20M | 0.08% | +124+3.2% | Added |
| Ipswich Investment Management Co., Inc. | 4,016 | $1.19M | 0.29% | −10−0.2% | Reduced |
| First Affirmative Financial Network | 4,015 | $1.19M | 0.69% | +28+0.7% | Added |
| Boston Financial Mangement LLC | 4,007 | $1.19M | 0.04% | +34+0.9% | Added |
| Moment Partners, LLC | 4,004 | $1.19M | 0.23% | +4,004 | New |
| Ulysses Management LLC | 4,000 | $1.19M | 0.28% | +4,000 | New |
| Bond & Devick Financial Network, Inc. | 4,374 | $1.19M | 0.51% | 00.0% | Unchanged |
| Solitude Financial Services | 3,993 | $1.19M | 0.52% | −257−6.0% | Reduced |
| Alhambra Investment Partners LLC | 3,990 | $1.18M | 0.61% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,989 | $1.18M | 0.08% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,949 | $1.17M | 0.13% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 3,923 | $1.16M | 0.69% | −250−6.0% | Reduced |
| Golden State Wealth Management, LLC | 3,923 | $1.16M | 0.17% | +3,923 | New |
| Two Sigma Securities, LLC | 3,914 | $1.16M | 0.21% | +2,857+270.3% | Added |
| Culbertson A N & Co Inc | 3,913 | $1.16M | 0.18% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3,910 | $1.16M | 0.08% | −68−1.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,910 | $1.16M | 0.20% | +50+1.3% | Added |
| Next Level Private LLC | 3,908 | $1.16M | 0.47% | −10.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,900 | $1.16M | 0.67% | −700−15.2% | Reduced |
| Meridian Wealth Management, LLC | 3,899 | $1.16M | 0.05% | +382+10.9% | Added |
| Riverbend Wealth Management, LLC | 3,877 | $1.16M | 1.03% | +3,877 | New |
| Sanders Morris Harris LLC | 3,892 | $1.16M | 0.17% | 00.0% | Unchanged |
| First International Bank & Trust | 3,888 | $1.15M | 0.37% | +680+21.2% | Added |
| WBH Advisory Inc | 3,884 | $1.15M | 0.11% | −109−2.7% | Reduced |
| Colonial Trust Co | 3,863 | $1.15M | 0.17% | −227−5.6% | Reduced |
| Centerpoint Advisors, LLC | 3,851 | $1.14M | 0.40% | −119−3.0% | Reduced |
| LGT Fund Management Co Ltd. | 3,851 | $1.14M | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,850 | $1.14M | 0.17% | +319+9.0% | Added |
| Bridges Investment Management Inc | 3,838 | $1.14M | 0.02% | +14+0.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,834 | $1.14M | 0.48% | +1,929+101.3% | Added |
| Plancorp, LLC | 3,830 | $1.14M | 0.05% | +565+17.3% | Added |
| Olistico Wealth, LLC | 3,825 | $1.14M | 0.66% | +62+1.6% | Added |
| MTM Investment Management, LLC | 3,822 | $1.13M | 0.44% | 00.0% | Unchanged |
| First Western Trust Bank | 3,819 | $1.13M | 0.05% | +12+0.3% | Added |
| Bridgewater Associates, LP | 3,805 | $1.13M | 0.01% | −52,671−93.3% | Reduced |
| Midland Wealth Advisors LLC | 3,801 | $1.13M | 0.07% | 00.0% | Unchanged |
| Tang Capital Management LLC | 3,799 | $1.13M | 0.07% | +2,798+279.5% | Added |
| Sentry Investment Management LLC | 3,799 | $1.13M | 0.54% | −954−20.1% | Reduced |
| Forte Capital LLC | 3,789 | $1.12M | 0.13% | −125−3.2% | Reduced |
| Coastal Investment Advisors, Inc. | 3,705 | $1.12M | 0.46% | +99+2.7% | Added |
| Howard Capital Management Inc. | 3,756 | $1.11M | 0.02% | +175+4.9% | Added |
| Cozad Asset Management Inc | 3,756 | $1.11M | 0.10% | +979+35.3% | Added |
| Alexander Randolph Advisory, Inc. | 3,740 | $1.11M | 1.03% | −67−1.8% | Reduced |
| Gratus Wealth Advisors, LLC | 3,709 | $1.10M | 0.18% | −8−0.2% | Reduced |
| Quent Capital, LLC | 3,706 | $1.10M | 0.11% | +388+11.7% | Added |
| Capital International Sarl | 3,673 | $1.09M | 0.03% | +1,289+54.1% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.09M | 0.15% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,659 | $1.09M | 0.10% | +826+29.2% | Added |
| Doliver Advisors, LP | 3,633 | $1.08M | 0.30% | +125+3.6% | Added |
| Mystic Asset Management, Inc. | 3,632 | $1.08M | 0.29% | +1,489+69.5% | Added |
| Cable Hill Partners, LLC | 3,631 | $1.08M | 0.11% | −7−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,629 | $1.08M | 0.07% | −37−1.0% | Reduced |
| Burford Brothers, Inc. | 3,625 | $1.08M | 0.53% | −51−1.4% | Reduced |
| Steel Peak Wealth Management LLC | 3,625 | $1.08M | 0.04% | +692+23.6% | Added |
| Lazari Capital Management, Inc. | 3,606 | $1.07M | 0.43% | +28+0.8% | Added |
| Saybrook Capital | 3,600 | $1.07M | 0.29% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 3,600 | $1.07M | 1.23% | +3,600 | New |
| Philadelphia Trust Co | 3,595 | $1.07M | 0.08% | −16−0.4% | Reduced |
| Skopos Labs, Inc. | 3,590 | $1.07M | 0.32% | +336+10.3% | Added |
| Oak Asset Management, LLC | 3,580 | $1.06M | 0.39% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,566 | $1.06M | 0.06% | +402+12.7% | Added |
| Spire Wealth Management | 3,561 | $1.06M | 0.03% | +241+7.3% | Added |
| Global Trust Asset Management, LLC | 3,555 | $1.06M | 0.40% | −236−6.2% | Reduced |
| Resolute Wealth Strategies, LLC | 3,537 | $1.05M | 0.54% | +3+0.1% | Added |
| Hills Bank & Trust Co | 3,524 | $1.05M | 0.08% | 00.0% | Unchanged |
| ERn Financial, LLC | 3,498 | $1.04M | 0.16% | +5+0.1% | Added |
| Sendero Wealth Management, LLC | 3,495 | $1.04M | 0.15% | +33+1.0% | Added |
| Platform Technology Partners | 3,484 | $1.03M | 0.31% | −109−3.0% | Reduced |
| Alerus Financial NA | 3,473 | $1.03M | 0.08% | −32−0.9% | Reduced |
| Watts Gwilliam & Co., LLC | 3,397 | $1.03M | 0.22% | −10−0.3% | Reduced |
| Empirical Asset Management, LLC | 17,983 | $1.03M | 0.34% | +14,426+405.6% | Added |
| Capricorn Fund Managers Ltd | 3,441 | $1.02M | 0.46% | −1,293−27.3% | Reduced |
| OmniStar Financial Group, Inc. | 3,429 | $1.02M | 0.82% | +27+0.8% | Added |
| MidWestOne Financial Group, Inc. | 3,431 | $1.02M | 0.14% | 00.0% | Unchanged |