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 |
|---|---|---|---|---|---|
| Blueprint Investment Partners LLC | 2,860 | $848.9K | 0.13% | +1,572+122.0% | Added |
| Westmount Partners, LLC | 2,852 | $846.5K | 0.26% | −239−7.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,852 | $846.4K | 0.05% | +847+42.2% | Added |
| Bristol John W & Co Inc | 2,851 | $846.1K | 0.01% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,850 | $845.9K | 0.45% | −50−1.7% | Reduced |
| Banco Santander, S.A. | 2,834 | $841.1K | 0.01% | −67,667−96.0% | Reduced |
| Union Bancaire Privee, UBP SA | 2,776 | $835.2K | 0.01% | +2,776 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,812 | $834.6K | 0.13% | −1,218−30.2% | Reduced |
| CoreFirst Bank & Trust | 2,808 | $833.4K | 0.50% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,805 | $832.5K | 0.52% | +2,805 | New |
| Yoffe Investment Management, LLC | 2,804 | $832.2K | 1.24% | +2,804 | New |
| Newbridge Financial Services Group, Inc. | 2,803 | $831.9K | 0.21% | +2,803 | New |
| McIlrath & Eck, LLC | 2,802 | $831.6K | 0.11% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $831.0K | 0.54% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $831.0K | 0.48% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,795 | $829.5K | 0.07% | +42+1.5% | Added |
| Cadent Capital Advisors, LLC | 2,788 | $827.5K | 0.29% | +21+0.8% | Added |
| Beach Investment Counsel Inc | 2,775 | $824.0K | 0.11% | −4,085−59.5% | Reduced |
| Bank Hapoalim BM | 2,778 | $824.0K | 0.13% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,762 | $819.7K | 0.28% | −80−2.8% | Reduced |
| Union Savings Bank | 2,754 | $817.3K | 0.40% | −68−2.4% | Reduced |
| Kane Investment Management, Inc. | 2,753 | $817.1K | 0.46% | +2,753 | New |
| Borer Denton & Associates, Inc. | 2,737 | $812.3K | 0.28% | −50−1.8% | Reduced |
| Twin Lakes Capital Management, LLC | 2,733 | $811.1K | 0.52% | −181−6.2% | Reduced |
| Nilsine Partners, LLC | 2,730 | $810.2K | 0.09% | +134+5.2% | Added |
| Inceptionr LLC | 2,729 | $809.9K | 0.18% | −994−26.7% | Reduced |
| Millington Financial Advisors, LLC | 2,557 | $809.4K | 0.47% | −170−6.2% | Reduced |
| MCF Advisors LLC | 2,727 | $809.2K | 0.06% | +21+0.8% | Added |
| Midwest Financial Group LLC | 2,723 | $808.1K | 0.46% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 2,721 | $808.0K | 0.34% | 00.0% | Unchanged |
| Numerai GP LLC | 2,715 | $805.8K | 0.22% | −1,050−27.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,706 | $803.1K | 0.39% | +45+1.7% | Added |
| Hunter Associates Investment Management LLC | 2,704 | $802.0K | 0.12% | +180+7.1% | Added |
| PFC Capital Group, Inc. | 2,700 | $801.0K | 0.39% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,698 | $800.7K | 0.06% | −30,572−91.9% | Reduced |
| Arrow Financial Corp | 2,698 | $800.7K | 0.08% | −91−3.3% | Reduced |
| Triangle Securities Wealth Management | 2,687 | $797.5K | 0.20% | −23−0.8% | Reduced |
| Tritonpoint Wealth, LLC | 2,684 | $796.6K | 0.07% | +20+0.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,683 | $796.3K | 0.10% | −100−3.6% | Reduced |
| Castleark Management LLC | 2,675 | $793.9K | 0.03% | −27,230−91.1% | Reduced |
| Founders Financial Alliance, LLC | 2,669 | $792.1K | 0.22% | +107+4.2% | Added |
| Atlas Private Wealth Advisors | 2,665 | $791.0K | 0.11% | +4+0.2% | Added |
| RFP Financial Group LLC | 2,658 | $788.9K | 0.31% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,637 | $782.5K | 0.19% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,634 | $781.7K | 0.42% | −39−1.5% | Reduced |
| Pictet & Cie (Europe) SA | 2,633 | $781.4K | 0.02% | +525+24.9% | Added |
| Strive Asset Management, LLC | 2,632 | $781.2K | 0.59% | +2,632 | New |
| Marietta Investment Partners LLC | 2,623 | $778.5K | 0.17% | −152−5.5% | Reduced |
| Cidel Asset Management Inc | 2,618 | $777.0K | 0.05% | −341−11.5% | Reduced |
| GTS Securities LLC | 2,611 | $774.9K | 0.04% | −3,369−56.3% | Reduced |
| Pathway Financial Advisers, LLC | 2,609 | $774.1K | 0.26% | +93+3.7% | Added |
| Traphagen Investment Advisors LLC | 2,601 | $772.1K | 0.08% | −2−0.1% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $771.7K | 0.19% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,600 | $771.7K | 0.14% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,577 | $765.0K | 0.07% | +1,110+75.7% | Added |
| Outfitter Financial LLC | 2,575 | $764.2K | 0.61% | −50−1.9% | Reduced |
| SkyView Investment Advisors, LLC | 2,570 | $763.0K | 0.12% | +147+6.1% | Added |
| Fortune Financial Advisors, LLC | 2,569 | $762.5K | 0.69% | −46−1.8% | Reduced |
| Sippican Capital Advisors | 2,559 | $759.5K | 0.55% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,557 | $758.9K | 0.40% | −25−1.0% | Reduced |
| Channel Wealth LLC | 2,556 | $758.6K | 0.25% | −16−0.6% | Reduced |
| McLean Asset Management Corp | 2,554 | $758.1K | 0.23% | +142+5.9% | Added |
| Accredited Investor Services, LLC | 2,553 | $757.7K | 0.61% | +2,553 | New |
| Athena Investment Management | 2,536 | $752.7K | 0.44% | −91−3.5% | Reduced |
| Catalyst Financial Partners LLC | 2,527 | $750.0K | 0.14% | +43+1.7% | Added |
| ASB Consultores, LLC | 2,526 | $749.7K | 0.31% | −203−7.4% | Reduced |
| Burt Wealth Advisors | 2,521 | $748.2K | 0.19% | +6+0.2% | Added |
| Avantax Planning Partners, Inc. | 2,519 | $747.7K | 0.03% | −202−7.4% | Reduced |
| Meridian Wealth Advisors, LLC | 2,508 | $744.4K | 0.12% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,508 | $744.4K | 0.03% | +350+16.2% | Added |
| Palogic Value Management, L.P. | 2,506 | $743.8K | 0.30% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,500 | $743.3K | 0.07% | +234+10.3% | Added |
| Ecofi Investissements SA | 2,700 | $742.4K | 0.46% | +500+22.7% | Added |
| TCG Advisory Services, LLC | 2,500 | $742.0K | 0.03% | +185+8.0% | Added |
| Accurate Wealth Management, LLC | 2,527 | $741.6K | 0.14% | +292+13.1% | Added |
| 1858 Wealth Management, LLC | 2,496 | $740.8K | 0.59% | −24−1.0% | Reduced |
| Sage Capital Management, LLC | 2,494 | $740.2K | 0.37% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,484 | $737.1K | 0.19% | +50+2.1% | Added |
| Washington Trust Bank | 2,482 | $736.6K | 0.07% | +750+43.3% | Added |
| Stonebridge Capital Advisors LLC | 2,478 | $735.6K | 0.06% | +55+2.3% | Added |
| Keystone Wealth Services, LLC | 2,477 | $735.0K | 0.19% | +76+3.2% | Added |
| DT Investment Partners, LLC | 2,475 | $734.6K | 0.06% | 00.0% | Unchanged |
| Guided Capital Wealth Management, LLC | 2,470 | $733.1K | 0.67% | +2,470 | New |
| Money Concepts Capital Corp | 2,466 | $731.8K | 0.05% | +1,255+103.6% | Added |
| Millstone Evans Group, LLC | 2,462 | $730.7K | 0.50% | +2,462 | New |
| Trillium Asset Management, LLC | 2,449 | $727.0K | 0.02% | +35+1.4% | Added |
| Williamson Legacy Group, LLC | 2,449 | $726.8K | 0.48% | +2,449 | New |
| Childress Capital Advisors, LLC | 2,438 | $723.7K | 0.20% | +31+1.3% | Added |
| Waddell & Associates, LLC | 2,436 | $723.0K | 0.07% | +400+19.6% | Added |
| MWA Asset Management | 2,418 | $717.7K | 0.48% | −38−1.5% | Reduced |
| Ballast Advisors LLC | 2,417 | $717.3K | 0.22% | +52+2.2% | Added |
| Colonial River Wealth Management, LLC | 2,416 | $717.0K | 0.35% | +90+3.9% | Added |
| Wittenberg Investment Management, Inc. | 2,410 | $715.2K | 0.28% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $714.1K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,400 | $712.3K | 0.20% | −1,700−41.5% | Reduced |
| Holowesko Partners Ltd. | 2,400 | $712.3K | 0.33% | −1,200−33.3% | Reduced |
| Confluence Investment Management LLC | 2,400 | $712.3K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $712.3K | 0.46% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,398 | $712.0K | 0.24% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 2,386 | $708.2K | 0.10% | +49+2.1% | Added |