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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 2,019 | $599.1K | 0.01% | −12−0.6% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,017 | $598.6K | 0.31% | +3+0.1% | Added |
| BridgePort Financial Solutions, LLC | 2,031 | $597.4K | 0.27% | +2,031 | New |
| Genesee Capital Advisors, LLC | 2,011 | $596.9K | 0.28% | +253+14.4% | Added |
| Centiva Capital, LP | 2,010 | $596.5K | 0.02% | −10,473−83.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 2,005 | $595.1K | 0.22% | +29+1.5% | Added |
| Magnolia Capital Management Ltd | 2,000 | $594.0K | 0.47% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 2,025 | $593.9K | 0.26% | +2,025 | New |
| Greenland Capital Management LP | 2,000 | $593.6K | 0.12% | −1,045−34.3% | Reduced |
| Harbor Advisors LLC | 2,000 | $593.6K | 0.09% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $593.6K | 0.56% | 00.0% | Unchanged |
| Prostatis Group LLC | 1,990 | $590.7K | 0.17% | −3,852−65.9% | Reduced |
| LMCG Investments, LLC | 1,988 | $590.0K | 0.04% | +39+2.0% | Added |
| Moss Adams Wealth Advisors LLC | 1,988 | $589.9K | 0.06% | +66+3.4% | Added |
| TB Alternative Assets Ltd. | 1,985 | $589.1K | 0.15% | +1,985 | New |
| Perennial Investment Advisors, LLC | 1,979 | $587.2K | 0.07% | +496+33.4% | Added |
| Allen Investment Management LLC | 1,976 | $586.5K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,972 | $585.6K | 0.13% | +119+6.4% | Added |
| LaSalle St. Investment Advisors, LLC | 1,969 | $584.0K | 0.18% | −38−1.9% | Reduced |
| Good Life Advisors, LLC | 1,962 | $582.3K | 0.04% | +535+37.5% | Added |
| VisionPoint Advisory Group, LLC | 1,942 | $579.6K | 0.20% | −387−16.6% | Reduced |
| Wela Strategies, Inc. | 1,947 | $577.9K | 0.36% | +251+14.8% | Added |
| Smith, Moore & Co. | 1,945 | $577.2K | 0.05% | −96−4.7% | Reduced |
| Arcataur Capital Management LLC | 1,940 | $575.8K | 0.19% | −10−0.5% | Reduced |
| Whitener Capital Management, Inc. | 1,940 | $575.8K | 0.16% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,939 | $575.4K | 0.06% | +39+2.1% | Added |
| Independent Family Office, LLC | 1,932 | $573.4K | 0.30% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,931 | $573.1K | 0.36% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,927 | $571.9K | 0.15% | 00.0% | Unchanged |
| Summit Global Investments | 1,924 | $571.0K | 0.04% | −4,219−68.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,919 | $569.5K | 0.02% | +86+4.7% | Added |
| Vicus Capital | 1,913 | $567.7K | 0.05% | +745+63.8% | Added |
| Camden National Bank | 1,912 | $567.5K | 0.08% | −198−9.4% | Reduced |
| Avidian Wealth Solutions, LLC | 1,911 | $567.1K | 0.03% | +125+7.0% | Added |
| Drucker Wealth 3.0, LLC | 1,909 | $566.5K | 0.13% | −1−0.1% | Reduced |
| Sax Wealth Advisors, LLC | 1,906 | $565.7K | 0.04% | +1,906 | New |
| Waterloo Capital, L.P. | 1,904 | $565.1K | 0.06% | −85−4.3% | Reduced |
| Cairn Investment Group, Inc. | 1,900 | $564.0K | 0.33% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,899 | $563.6K | 0.07% | +181+10.5% | Added |
| Optima Capital LLC | 1,897 | $563.0K | 0.39% | +1,897 | New |
| Prelude Capital Management, LLC | 1,895 | $562.4K | 0.05% | −590−23.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,892 | $561.5K | 0.01% | +86+4.8% | Added |
| Schonfeld Strategic Advisors LLC | 1,884 | $559.2K | 0.00% | −4,777−71.7% | Reduced |
| Tower Wealth Partners, Inc. | 1,878 | $557.4K | 0.29% | +337+21.9% | Added |
| MEMBERS Trust Co | 1,878 | $557.4K | 0.02% | −147−7.3% | Reduced |
| Toth Financial Advisory Corp | 1,873 | $555.9K | 0.07% | −89−4.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,873 | $555.9K | 0.30% | −330−15.0% | Reduced |
| Kozak & Associates, Inc. | 1,832 | $555.2K | 0.13% | +3+0.2% | Added |
| Trustmark National Bank Trust Department | 1,868 | $554.4K | 0.04% | +245+15.1% | Added |
| Liberty Wealth Management LLC | 1,865 | $553.6K | 0.09% | −14−0.7% | Reduced |
| Sierra Capital LLC | 1,863 | $553.0K | 0.07% | −97−4.9% | Reduced |
| Missouri Trust & Investment Co | 1,860 | $552.0K | 0.19% | +92+5.2% | Added |
| Transcend Wealth Collective, LLC | 1,858 | $551.4K | 0.04% | −27−1.4% | Reduced |
| Keystone Financial Group | 1,853 | $550.1K | 0.05% | +163+9.6% | Added |
| Sage Private Wealth Group, LLC | 1,849 | $548.8K | 0.41% | −49−2.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,845 | $547.7K | 0.04% | −25−1.3% | Reduced |
| Alta Advisers Ltd | 1,842 | $546.7K | 0.35% | +242+15.1% | Added |
| Stonegate Investment Group, LLC | 1,837 | $545.3K | 0.01% | −1,001−35.3% | Reduced |
| Tobam | 1,836 | $545.0K | 0.17% | −633−25.6% | Reduced |
| Integrated Advisors Network LLC | 1,836 | $544.9K | 0.03% | −73−3.8% | Reduced |
| Howe & Rusling Inc | 1,834 | $544.3K | 0.05% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 1,831 | $543.4K | 0.18% | +1,831 | New |
| Blue Fin Capital, Inc. | 1,824 | $541.3K | 0.10% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,821 | $540.5K | 0.38% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,797 | $539.8K | 0.13% | +1,797 | New |
| West Family Investments, Inc. | 1,818 | $539.6K | 0.19% | −24−1.3% | Reduced |
| Prairieview Wealth Partners, LLC | 1,818 | $539.6K | 0.58% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,811 | $537.4K | 0.13% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,807 | $536.3K | 0.18% | −572−24.0% | Reduced |
| BBR Partners, LLC | 1,801 | $534.6K | 0.04% | +546+43.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,794 | $532.4K | 0.19% | +1,794 | New |
| Cromwell Holdings LLC | 1,793 | $532.1K | 0.31% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,791 | $531.6K | 0.05% | +508+39.6% | Added |
| Wealth Advisory Solutions, LLC | 1,788 | $530.7K | 0.15% | +212+13.5% | Added |
| Allred Capital Management, LLC | 1,788 | $530.6K | 0.21% | +2+0.1% | Added |
| Thompson Investment Management, Inc. | 1,781 | $528.6K | 0.08% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,781 | $528.5K | 0.09% | −11−0.6% | Reduced |
| Rebalance, LLC | 1,776 | $527.1K | 0.04% | +191+12.1% | Added |
| Wealthquest Corp | 1,768 | $524.7K | 0.04% | +32+1.8% | Added |
| Jefferies Financial Group Inc. | 1,762 | $522.9K | 0.01% | +1,762 | New |
| Mechanics Financial Corp | 1,760 | $522.4K | 0.23% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,757 | $521.5K | 0.11% | +762+76.6% | Added |
| Evergreen Wealth Solutions, LLC | 1,751 | $519.8K | 0.36% | +275+18.6% | Added |
| Bullock Wealth Management Group | 1,750 | $519.5K | 0.30% | +113+6.9% | Added |
| Lake Street Financial LLC | 1,749 | $519.1K | 0.08% | −72−4.0% | Reduced |
| XML Financial, LLC | 1,748 | $518.8K | 0.05% | +621+55.1% | Added |
| West Branch Capital LLC | 1,746 | $518.2K | 0.17% | +859+96.8% | Added |
| Atlantic Trust, LLC | 1,744 | $517.6K | 0.11% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,743 | $517.3K | 0.11% | −179−9.3% | Reduced |
| Nottingham Advisors, Inc. | 1,742 | $517.0K | 0.07% | −23−1.3% | Reduced |
| Ellis Investment Partners, LLC | 1,737 | $515.6K | 0.10% | −364−17.3% | Reduced |
| Barton Investment Management | 1,735 | $514.9K | 0.05% | −165−8.7% | Reduced |
| David Loasby | 1,743 | $511.3K | 0.05% | +85+5.1% | Added |
| Agate Pass Investment Management, LLC | 1,720 | $510.4K | 0.23% | −165−8.8% | Reduced |
| Foster & Motley Inc | 1,716 | $509.0K | 0.03% | +35+2.1% | Added |
| Severin Investments, LLC | 1,714 | $508.7K | 0.51% | +1,714 | New |
| Zevenbergen Capital Investments LLC | 1,700 | $504.5K | 0.01% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,699 | $504.2K | 0.06% | +1,699 | New |
| NFP Retirement, Inc. | 1,695 | $503.0K | 0.04% | +1+0.1% | Added |
| Investors Research Corp | 1,694 | $502.8K | 0.11% | +19+1.1% | Added |