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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 1,690 | $501.5K | 0.15% | +13+0.8% | Added |
| Harbour Trust & Investment Management Co | 1,687 | $500.7K | 0.06% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,686 | $500.4K | 0.21% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,685 | $500.0K | 0.10% | +5+0.3% | Added |
| Northside Capital Management, LLC | 1,683 | $499.5K | 0.13% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,681 | $498.9K | 0.09% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,677 | $497.7K | 0.01% | −622−27.1% | Reduced |
| Burney Co | 1,676 | $497.4K | 0.02% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 1,671 | $495.9K | 0.38% | −72−4.1% | Reduced |
| Advus Financial Partners, LLC | 1,667 | $494.8K | 0.14% | +7+0.4% | Added |
| Vista Investment Partners LLC | 1,665 | $494.1K | 0.15% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,661 | $493.0K | 0.02% | −453−21.4% | Reduced |
| Strategy Asset Managers LLC | 1,658 | $492.1K | 0.10% | 00.0% | Unchanged |
| Schubert & Co | 1,654 | $490.9K | 0.33% | +22+1.3% | Added |
| Oxbow Advisors, LLC | 1,653 | $490.6K | 0.06% | −39−2.3% | Reduced |
| Legacy Financial Strategies, LLC | 1,643 | $490.2K | 0.11% | +11+0.7% | Added |
| Richard W. Paul & Associates, LLC | 1,651 | $490.1K | 0.18% | −83−4.8% | Reduced |
| First National Bank | 1,649 | $489.4K | 0.33% | −111−6.3% | Reduced |
| Davidson Trust Co | 1,649 | $489.4K | 0.25% | +200+13.8% | Added |
| Worth Financial Advisory Group, LLC | 1,647 | $488.9K | 0.30% | +4+0.2% | Added |
| Northeast Financial Consultants Inc | 1,646 | $488.5K | 0.02% | +800+94.6% | Added |
| Act Two Investors LLC | 1,645 | $488.2K | 0.10% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,645 | $488.2K | 0.35% | +20+1.2% | Added |
| Wealth Group, Ltd. | 1,645 | $488.0K | 0.32% | −73−4.2% | Reduced |
| Acorn Wealth Advisors, LLC | 1,644 | $488.0K | 0.20% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 1,644 | $487.9K | 0.16% | +7+0.4% | Added |
| Trilogy Capital Inc. | 1,643 | $487.6K | 0.03% | −12−0.7% | Reduced |
| Aigen Investment Management, LP | 1,643 | $487.6K | 0.09% | +1,643 | New |
| Impact Capital Partners LLC | 1,643 | $487.6K | 0.17% | +1,643 | New |
| Means Investment Co., Inc. | 1,642 | $487.4K | 0.05% | +1+0.1% | Added |
| Kolinsky Wealth Management, LLC | 1,637 | $485.8K | 0.30% | +25+1.6% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 1,637 | $485.8K | 0.53% | +1,637 | New |
| Accel Wealth Management | 1,635 | $485.3K | 0.18% | −69−4.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,634 | $485.0K | 0.05% | +4+0.2% | Added |
| Paul Damon & Associates, Inc. | 1,629 | $483.6K | 0.29% | +205+14.4% | Added |
| Amplius Wealth Advisors, LLC | 1,627 | $482.9K | 0.05% | +77+5.0% | Added |
| Windsor Capital Management, LLC | 1,626 | $482.8K | 0.14% | −96−5.6% | Reduced |
| Hemington Wealth Management | 1,623 | $481.0K | 0.12% | +53+3.4% | Added |
| Sterling Investment Advisors, Ltd. | 1,619 | $480.4K | 0.12% | +1+0.1% | Added |
| Capital Square, LLC | 1,489 | $478.5K | 0.27% | −108−6.8% | Reduced |
| Peterson Wealth Services | 1,612 | $478.3K | 0.14% | +2+0.1% | Added |
| Sovereign Financial Group, Inc. | 1,608 | $477.3K | 0.11% | +141+9.6% | Added |
| Advisory Alpha, LLC | 1,607 | $477.0K | 0.02% | +543+51.0% | Added |
| Aire Advisors, LLC | 1,607 | $476.8K | 0.10% | +147+10.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,605 | $476.4K | 0.17% | +2+0.1% | Added |
| M3 Advisory Group, LLC | 1,605 | $476.4K | 0.34% | +101+6.7% | Added |
| Centaurus Financial, Inc. | 1,605 | $476.0K | 0.03% | +287+21.8% | Added |
| MBL Wealth, LLC | 1,600 | $474.9K | 0.05% | −97−5.7% | Reduced |
| City Holding Co | 1,596 | $473.7K | 0.07% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,592 | $472.6K | 0.01% | +328+25.9% | Added |
| Central Bank & Trust Co | 1,591 | $472.2K | 0.07% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,590 | $471.9K | 0.06% | +23+1.5% | Added |
| KFA Private Wealth Group, LLC | 1,584 | $470.1K | 0.20% | +51+3.3% | Added |
| Brown Financial Advisors | 1,583 | $469.8K | 0.19% | −196−11.0% | Reduced |
| Revolve Wealth Partners, LLC | 1,580 | $468.9K | 0.07% | −1,009−39.0% | Reduced |
| LCNB Corp | 1,580 | $468.9K | 0.17% | −82−4.9% | Reduced |
| Fountainhead AM, LLC | 1,578 | $468.3K | 0.09% | +182+13.0% | Added |
| Kelman-Lazarov, Inc. | 1,576 | $467.7K | 0.08% | −3−0.2% | Reduced |
| Birchcreek Wealth Management, LLC | 1,570 | $466.1K | 0.29% | −202−11.4% | Reduced |
| Monterey Private Wealth, Inc. | 1,568 | $465.5K | 0.15% | +517+49.2% | Added |
| Fidelity D & D Bancorp Inc | 1,560 | $463.0K | 0.31% | +244+18.5% | Added |
| Exencial Wealth Advisors, LLC | 1,554 | $461.2K | 0.02% | −174−10.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,554 | $461.2K | 0.12% | −3−0.2% | Reduced |
| Petros Family Wealth, LLC | 1,553 | $460.9K | 0.50% | +1,553 | New |
| Objective Capital Management, LLC | 1,551 | $460.3K | 0.31% | −185−10.7% | Reduced |
| Annex Advisory Services, LLC | 1,550 | $460.0K | 0.01% | −6−0.4% | Reduced |
| Y.D. More Investments Ltd | 1,548 | $459.2K | 0.04% | +251+19.4% | Added |
| Michael B. Yongue | 1,545 | $458.5K | 0.36% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,543 | $458.0K | 0.10% | +142+10.1% | Added |
| 626 Financial, LLC | 1,541 | $457.4K | 0.25% | +135+9.6% | Added |
| Centric Wealth Management | 1,534 | $455.1K | 0.12% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,526 | $452.9K | 0.00% | −159−9.4% | Reduced |
| Motco | 1,525 | $452.6K | 0.05% | −555−26.7% | Reduced |
| Boit C F David | 1,525 | $452.6K | 0.23% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 1,525 | $452.0K | 0.17% | +1,525 | New |
| MV Capital Management, Inc. | 1,522 | $451.7K | 0.05% | +1+0.1% | Added |
| OneAscent Family Office, LLC | 1,519 | $451.0K | 0.82% | +1,519 | New |
| Zions Bancorporation, N.A. | 1,510 | $448.2K | 0.03% | +35+2.4% | Added |
| Northwest Bancshares, Inc. | 1,509 | $447.9K | 0.08% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,507 | $447.4K | 0.06% | +416+38.1% | Added |
| Lakeview Capital Partners, LLC | 1,501 | $445.6K | 0.10% | −2,480−62.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $445.4K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,500 | $445.2K | 0.05% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $445.2K | 0.22% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $445.2K | 0.05% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,500 | $445.2K | 0.07% | +1,500 | New |
| Spahn Wealth & Retirement LLC | 1,500 | $445.2K | 0.29% | +1,500 | New |
| Professional Advisory Services Inc | 1,500 | $445.0K | 0.06% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,498 | $444.6K | 0.00% | −77−4.9% | Reduced |
| Drive Wealth Management, LLC | 1,495 | $443.6K | 0.11% | +66+4.6% | Added |
| Walker Asset Management, LLC | 1,492 | $442.9K | 0.27% | +3+0.2% | Added |
| Onefund, LLC | 1,492 | $442.8K | 0.42% | +15+1.0% | Added |
| Integrated Quantitative Investments LLC | 1,490 | $442.2K | 0.22% | +1,490 | New |
| Maia Wealth LLC | 1,392 | $440.6K | 0.09% | +80+6.1% | Added |
| Hamilton Capital, LLC | 1,483 | $440.1K | 0.03% | −4−0.3% | Reduced |
| Delta Asset Management LLC | 1,481 | $439.5K | 0.04% | −5−0.3% | Reduced |
| Trust Co of Virginia | 1,481 | $439.5K | 0.04% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,478 | $438.8K | 0.05% | +466+46.0% | Added |
| First Business Financial Services, Inc. | 1,468 | $435.7K | 0.04% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,465 | $434.8K | 0.03% | −195−11.7% | Reduced |