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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 2,383 | $707.3K | 0.05% | +99+4.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,379 | $706.0K | 0.04% | +29+1.2% | Added |
| Weaver Consulting Group | 2,378 | $705.8K | 0.22% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,376 | $705.3K | 0.16% | −98−4.0% | Reduced |
| Monetary Management Group Inc | 2,375 | $704.9K | 0.18% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,372 | $704.0K | 0.14% | −73−3.0% | Reduced |
| Cooper Financial Group | 2,370 | $703.4K | 0.08% | +663+38.8% | Added |
| Quotient Wealth Partners, LLC | 2,364 | $701.7K | 0.02% | +327+16.1% | Added |
| Miller Financial Services LLC | 2,360 | $700.4K | 0.59% | +2,360 | New |
| Savvy Advisors, Inc. | 2,358 | $699.9K | 0.08% | +493+26.4% | Added |
| Quantum Financial Advisors, LLC | 2,358 | $699.7K | 0.11% | −910−27.8% | Reduced |
| Regatta Capital Group, LLC | 2,356 | $699.2K | 0.14% | −104−4.2% | Reduced |
| WMG Financial Advisors, LLC | 2,353 | $698.3K | 0.30% | −17−0.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $693.9K | 0.10% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 2,326 | $690.3K | 0.36% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,323 | $689.6K | 0.27% | −113−4.6% | Reduced |
| Physicians Financial Services, Inc. | 2,320 | $689.0K | 0.21% | 00.0% | Unchanged |
| Umpqua Bank | 2,284 | $686.0K | 0.24% | +43+1.9% | Added |
| Mechanics Bank Trust Department | 2,306 | $684.4K | 0.09% | −364−13.6% | Reduced |
| Acropolis Investment Management, LLC | 2,302 | $683.2K | 0.04% | −52−2.2% | Reduced |
| Silver Lake Advisory, LLC | 2,285 | $678.3K | 0.30% | −37−1.6% | Reduced |
| Tiemann Investment Advisors, LLC | 2,284 | $677.9K | 0.30% | −167−6.8% | Reduced |
| Arista Wealth Management, LLC | 2,275 | $675.1K | 0.16% | +37+1.7% | Added |
| Princeton Global Asset Management LLC | 2,269 | $673.5K | 0.13% | −281−11.0% | Reduced |
| Apexium Financial, LP | 2,268 | $673.1K | 0.04% | +1,207+113.8% | Added |
| Covenant Asset Management, LLC | 2,261 | $671.0K | 0.15% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $670.4K | 0.26% | 00.0% | Unchanged |
| Charter Trust Co | 2,256 | $669.6K | 0.04% | −128−5.4% | Reduced |
| Birch Hill Investment Advisors LLC | 2,250 | $667.8K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,247 | $666.9K | 0.09% | −59−2.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,246 | $666.6K | 0.05% | −394−14.9% | Reduced |
| Dechtman Wealth Management, LLC | 2,244 | $666.1K | 0.13% | +5+0.2% | Added |
| Seven Mile Advisory | 2,243 | $665.7K | 0.42% | +359+19.1% | Added |
| Quantum Private Wealth, LLC | 2,240 | $664.8K | 0.21% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 2,240 | $664.8K | 0.98% | +2,240 | New |
| Landscape Capital Management, L.L.C. | 2,238 | $664.2K | 0.07% | −2,096−48.4% | Reduced |
| Lavaca Capital LLC | 2,235 | $663.3K | 0.29% | +4+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,231 | $662.2K | 0.00% | +18+0.8% | Added |
| Partnership Wealth Management, LLC | 2,226 | $660.6K | 0.55% | −11−0.5% | Reduced |
| Claris Advisors, LLC | 2,218 | $658.2K | 0.25% | +1,177+113.1% | Added |
| Alteri Wealth LLC | 2,218 | $658.2K | 0.18% | +2,218 | New |
| Sunburst Financial Group, LLC | 2,212 | $656.5K | 0.16% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,210 | $655.9K | 0.18% | −52−2.3% | Reduced |
| Aviso Wealth Management | 2,208 | $655.4K | 0.33% | +13+0.6% | Added |
| Clear Harbor Asset Management, LLC | 2,202 | $653.5K | 0.05% | +202+10.1% | Added |
| Merriman Wealth Management, LLC | 2,194 | $651.3K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,199 | $651.0K | 0.29% | +46+2.1% | Added |
| Relyea Zuckerberg Hanson LLC | 2,178 | $646.4K | 0.09% | +47+2.2% | Added |
| Soltis Investment Advisors LLC | 2,178 | $646.4K | 0.06% | −148−6.4% | Reduced |
| Coign Capital Advisors LLC | 2,171 | $644.3K | 0.59% | +2,171 | New |
| Keel Point, LLC | 2,166 | $643.0K | 0.05% | +127+6.2% | Added |
| Bangor Savings Bank | 2,164 | $642.3K | 0.06% | −36−1.6% | Reduced |
| Yarbrough Capital, LLC | 2,161 | $641.4K | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,156 | $639.9K | 0.02% | −439−16.9% | Reduced |
| Enterprise Financial Services Corp | 2,149 | $637.8K | 0.35% | +49+2.3% | Added |
| Carnegie Capital Asset Management, LLC | 2,147 | $637.2K | 0.02% | −715−25.0% | Reduced |
| Clarendon Private LLC | 2,145 | $636.6K | 0.67% | +2,145 | New |
| Addison Capital Co | 2,144 | $636.3K | 0.25% | −35−1.6% | Reduced |
| Phoenix Wealth Advisors | 2,143 | $636.0K | 0.28% | −46−2.1% | Reduced |
| Opal Wealth Advisors, LLC | 2,142 | $635.7K | 0.19% | +33+1.6% | Added |
| Signature Wealth Management Partners, LLC | 2,136 | $633.9K | 0.44% | −35−1.6% | Reduced |
| Wealth Architects, LLC | 2,135 | $633.7K | 0.07% | −69−3.1% | Reduced |
| Howland Capital Management LLC | 2,133 | $633.1K | 0.03% | +7+0.3% | Added |
| Adirondack Trust Co | 2,119 | $628.9K | 0.24% | −29−1.4% | Reduced |
| Delta Investment Management, LLC | 2,114 | $627.4K | 0.12% | −234−10.0% | Reduced |
| Philip James Wealth Mangement, LLC | 2,112 | $626.8K | 0.08% | +12+0.6% | Added |
| Berger Financial Group, Inc | 2,110 | $626.1K | 0.04% | +382+22.1% | Added |
| Flagship Private Wealth, LLC | 2,106 | $625.1K | 0.30% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,104 | $624.4K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,076 | $623.6K | 0.22% | +58+2.9% | Added |
| Security National Bank of So Dak | 2,100 | $623.3K | 0.35% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,100 | $623.3K | 0.63% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,097 | $622.3K | 0.36% | +27+1.3% | Added |
| Waters Parkerson & Co., LLC | 2,095 | $621.8K | 0.03% | −8−0.4% | Reduced |
| Sand Hill Global Advisors, LLC | 2,095 | $621.8K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,093 | $621.3K | 0.08% | −116−5.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,094 | $621.2K | 0.43% | +2,094 | New |
| HCR Wealth Advisors | 2,078 | $616.7K | 0.08% | +3+0.1% | Added |
| MONECO Advisors, LLC | 2,076 | $616.1K | 0.07% | +484+30.4% | Added |
| Aberdeen Wealth Management LLC | 2,076 | $616.1K | 0.42% | −35−1.7% | Reduced |
| Horizon Wealth Management, LLC | 2,074 | $615.6K | 0.11% | +10.0% | Added |
| Aries Wealth Management | 2,073 | $615.2K | 0.17% | −1,580−43.3% | Reduced |
| Morningstar Investment Management LLC | 2,070 | $614.0K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,068 | $613.8K | 0.19% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,064 | $612.6K | 0.20% | +43+2.1% | Added |
| Thrive Wealth Management, LLC | 2,063 | $612.3K | 0.11% | −5−0.2% | Reduced |
| Pure Financial Advisors, Inc. | 2,060 | $611.2K | 0.01% | +373+22.1% | Added |
| LM Advisors LLC | 2,058 | $611.0K | 0.11% | −10.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,057 | $610.6K | 0.32% | +2,057 | New |
| Founders Financial Securities LLC | 2,057 | $610.4K | 0.06% | +28+1.4% | Added |
| Stanley-Laman Group, Ltd. | 2,056 | $610.2K | 0.09% | +120+6.2% | Added |
| Pacitti Group Inc. | 2,055 | $610.0K | 0.29% | 00.0% | Unchanged |
| Cypress Capital Group | 2,052 | $609.0K | 0.07% | −195−8.7% | Reduced |
| Blume Capital Management, Inc. | 2,049 | $608.1K | 0.14% | −35−1.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,047 | $607.5K | 0.18% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,040 | $605.5K | 0.05% | +105+5.4% | Added |
| Chapin Davis, Inc. | 2,227 | $603.9K | 0.20% | 00.0% | Unchanged |
| Atala Financial Inc | 2,032 | $603.1K | 0.42% | +2,032 | New |
| KKM Financial LLC | 2,025 | $601.0K | 0.25% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,020 | $599.6K | 0.40% | +2,020 | New |