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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 3,413 | $1.01M | 0.67% | +8+0.2% | Added |
| CFO4Life Group, LLC | 3,410 | $1.01M | 0.18% | +39+1.2% | Added |
| Proficio Capital Partners LLC | 3,409 | $1.01M | 0.08% | +661+24.1% | Added |
| Cornerstone Wealth Group, LLC | 3,404 | $1.01M | 0.08% | −120−3.4% | Reduced |
| Richwood Investment Advisors, LLC | 3,401 | $1.01M | 0.84% | +80+2.4% | Added |
| Zullo Investment Group, Inc. | 3,397 | $1.01M | 0.41% | +130+4.0% | Added |
| Mayflower Financial Advisors, LLC | 3,397 | $1.01M | 0.15% | −333−8.9% | Reduced |
| 180 Wealth Advisors, LLC | 3,388 | $1.01M | 0.16% | −33−1.0% | Reduced |
| Trueblood Wealth Management, LLC | 3,367 | $999.4K | 0.49% | +333+11.0% | Added |
| Verity & Verity, LLC | 3,367 | $999.3K | 0.09% | +1,447+75.4% | Added |
| Kovack Advisors, Inc. | 3,359 | $997.0K | 0.10% | +38+1.1% | Added |
| Catalina Capital Group, LLC | 3,356 | $996.1K | 0.33% | +34+1.0% | Added |
| Texas Yale Capital Corp. | 3,348 | $993.7K | 0.04% | +225+7.2% | Added |
| LGL Partners, LLC | 3,344 | $992.6K | 0.14% | −44−1.3% | Reduced |
| Bell Bank | 3,333 | $989.2K | 0.07% | −5−0.1% | Reduced |
| Capital Management Associates | 3,332 | $988.9K | 1.16% | −864−20.6% | Reduced |
| First Foundation Advisors | 3,331 | $988.7K | 0.04% | −10−0.3% | Reduced |
| Mattson Financial Services, LLC | 3,641 | $987.4K | 0.32% | −1,634−31.0% | Reduced |
| Navellier & Associates Inc | 3,326 | $987.1K | 0.12% | +1,426+75.1% | Added |
| Brucke Financial, Inc. | 3,107 | $986.3K | 0.85% | +3,107 | New |
| Larson Financial Group LLC | 3,320 | $985.5K | 0.05% | −300−8.3% | Reduced |
| one8zero8, LLC | 3,320 | $985.3K | 0.21% | +3,320 | New |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $984.9K | 0.36% | −28−0.8% | Reduced |
| Aspen Investment Management Inc | 3,316 | $984.0K | 0.46% | +10.0% | Added |
| Geller Advisors LLC | 3,311 | $982.7K | 0.06% | −18−0.5% | Reduced |
| Sigma Investment Counselors Inc | 3,306 | $981.2K | 0.06% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,223 | $976.8K | 0.20% | −16−0.5% | Reduced |
| Tanager Wealth Management LLP | 3,290 | $976.4K | 0.13% | −85−2.5% | Reduced |
| SeaCrest Wealth Management, LLC | 3,288 | $975.7K | 0.10% | +4+0.1% | Added |
| Provenance Wealth Advisors, LLC | 3,273 | $971.4K | 0.13% | −5,728−63.6% | Reduced |
| Ocean Capital Management, LLC | 3,265 | $969.1K | 0.21% | +5+0.2% | Added |
| LVW Advisors, LLC | 3,264 | $968.8K | 0.12% | −286−8.1% | Reduced |
| Cetera Trust Company, N.A | 3,260 | $967.5K | 0.63% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,258 | $966.9K | 0.20% | 00.0% | Unchanged |
| Somerville Kurt F | 3,250 | $964.6K | 0.16% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,247 | $963.7K | 0.12% | +50+1.6% | Added |
| International Assets Investment Management, LLC | 3,213 | $958.8K | 0.08% | −906,524−99.6% | Reduced |
| WMS Partners, LLC | 3,228 | $958.1K | 0.05% | −11−0.3% | Reduced |
| Lifeworks Advisors, LLC | 3,227 | $957.7K | 0.17% | +93+3.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,220 | $955.8K | 0.16% | +50+1.6% | Added |
| Altfest L J & Co Inc | 3,218 | $955.1K | 0.12% | +3+0.1% | Added |
| United Community Bank | 3,204 | $950.9K | 0.37% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 3,203 | $950.6K | 0.17% | +1,000+45.4% | Added |
| US Asset Management LLC | 3,200 | $950.0K | 0.85% | −136−4.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,196 | $948.5K | 0.03% | +3,196 | New |
| Matrix Asset Advisors Inc | 3,187 | $945.9K | 0.10% | −25−0.8% | Reduced |
| Clarius Group, LLC | 3,179 | $943.5K | 0.06% | −700−18.0% | Reduced |
| Amica Retiree Medical Trust | 3,165 | $939.0K | 0.89% | −277−8.0% | Reduced |
| Eagle Ridge Investment Management | 3,148 | $934.3K | 0.08% | 00.0% | Unchanged |
| MJP Associates Inc | 3,142 | $932.6K | 0.17% | +1,867+146.4% | Added |
| Old Mission Investment Co LLC | 3,136 | $930.6K | 0.28% | +4+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,130 | $929.0K | 0.04% | +285+10.0% | Added |
| SignalPoint Asset Management, LLC | 3,120 | $925.8K | 0.23% | −28−0.9% | Reduced |
| Continuum Advisory, LLC | 3,102 | $920.7K | 0.12% | +249+8.7% | Added |
| Clean Yield Group | 3,095 | $918.6K | 0.29% | −40−1.3% | Reduced |
| Ridgewood Investments LLC | 3,093 | $918.0K | 0.44% | +7+0.2% | Added |
| Chapman Financial Group, LLC | 3,090 | $917.1K | 0.74% | +3,090 | New |
| Legacy Financial Advisors, Inc. | 3,084 | $915.2K | 0.15% | +319+11.5% | Added |
| Exchange Bank | 3,076 | $912.9K | 0.73% | +41+1.4% | Added |
| Tradition Wealth Management, LLC | 3,071 | $911.4K | 0.08% | +94+3.2% | Added |
| Basepoint Wealth LLC | 3,064 | $909.3K | 0.72% | −303−9.0% | Reduced |
| Shufro Rose & Co LLC | 3,063 | $909.1K | 0.07% | +358+13.2% | Added |
| Harbour Investment Management LLC | 3,050 | $905.2K | 0.40% | +511+20.1% | Added |
| Great Valley Advisor Group, Inc. | 3,038 | $901.9K | 0.02% | +35+1.2% | Added |
| Embree Financial Group | 3,038 | $901.8K | 0.15% | +4+0.1% | Added |
| Weaver Capital Management LLC | 3,038 | $901.6K | 0.25% | +351+13.1% | Added |
| Reynders McVeigh Capital Management, LLC | 3,029 | $899.0K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,028 | $898.6K | 0.05% | +566+23.0% | Added |
| Hanson & Doremus Investment Management | 3,026 | $898.0K | 0.14% | +314+11.6% | Added |
| LongView Wealth Management | 3,021 | $896.5K | 0.27% | +10+0.3% | Added |
| Knightsbridge Asset Management, LLC | 3,021 | $896.5K | 0.21% | −384−11.3% | Reduced |
| Scissortail Wealth Management, LLC | 3,017 | $895.4K | 0.23% | +3,014+100,466.7% | Added |
| Lewis Asset Management, LLC | 3,017 | $895.4K | 0.68% | −232−7.1% | Reduced |
| StoneX Group Inc. | 3,010 | $893.4K | 0.05% | +1,393+86.1% | Added |
| Linscomb & Williams, Inc. | 3,003 | $891.3K | 0.04% | −36−1.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,000 | $890.4K | 0.22% | −3,800−55.9% | Reduced |
| Acima Private Wealth, LLC | 3,000 | $890.4K | 0.30% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $890.4K | 0.35% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 3,000 | $890.4K | 0.88% | +3,000 | New |
| ICONIQ Capital, LLC | 2,996 | $889.2K | 0.01% | +1,505+100.9% | Added |
| Outlook Wealth Advisors, LLC | 2,993 | $888.4K | 0.26% | +19+0.6% | Added |
| Unified Investment Management | 2,986 | $886.2K | 1.01% | +2,986 | New |
| Portside Wealth Group, LLC | 2,977 | $883.5K | 0.15% | −53−1.7% | Reduced |
| Purus Wealth Management, LLC | 2,972 | $882.0K | 0.35% | −83−2.7% | Reduced |
| PDS Planning, Inc | 2,967 | $880.5K | 0.08% | +38+1.3% | Added |
| Capital Advantage, Inc. | 2,965 | $880.0K | 0.16% | +2,965 | New |
| Tompkins Financial Corp | 2,964 | $879.7K | 0.08% | +466+18.7% | Added |
| Hendley & Co Inc | 2,950 | $876.0K | 0.31% | 00.0% | Unchanged |
| Essex Savings Bank | 2,948 | $874.9K | 0.22% | +48+1.7% | Added |
| Strategic Blueprint, LLC | 2,935 | $871.0K | 0.05% | +49+1.7% | Added |
| Centennial Bank | 2,931 | $869.9K | 0.41% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,929 | $869.2K | 0.08% | +30+1.0% | Added |
| MFA Wealth Services | 2,925 | $868.2K | 0.70% | +2,925 | New |
| Green Harvest Asset Management LLC | 2,912 | $864.4K | 0.02% | −1,634−35.9% | Reduced |
| Kavar Capital Partners Group, LLC | 2,912 | $864.3K | 0.15% | +3+0.1% | Added |
| Cambridge Advisors Inc. | 2,910 | $863.7K | 0.19% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,905 | $862.3K | 0.06% | −773−21.0% | Reduced |
| VeraBank, N.A. | 2,866 | $850.6K | 0.24% | +18+0.6% | Added |
| Bath Savings Trust Co | 2,864 | $850.0K | 0.09% | −200−6.5% | Reduced |
| Hobbs Group Advisors, LLC | 2,863 | $849.7K | 0.32% | 00.0% | Unchanged |