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 |
|---|---|---|---|---|---|
| Elevated Capital Advisors, LLC | 1,464 | $434.4K | 0.12% | −8−0.5% | Reduced |
| Enclave Advisors LLC | 1,463 | $434.2K | 0.07% | +1+0.1% | Added |
| Fragasso Group Inc. | 1,456 | $432.2K | 0.03% | +63+4.5% | Added |
| First National Corp | 1,456 | $432.1K | 0.10% | −15−1.0% | Reduced |
| James J. Burns & Company, LLC | 1,455 | $432.0K | 0.08% | +296+25.5% | Added |
| HHM Wealth Advisors, LLC | 1,453 | $431.2K | 0.06% | −33−2.2% | Reduced |
| Nautilus Advisors LLC | 1,453 | $431.2K | 0.34% | +1,453 | New |
| RiverFront Investment Group, LLC | 1,451 | $430.6K | 0.01% | +370+34.2% | Added |
| Sivia Capital Partners, LLC | 1,450 | $430.4K | 0.21% | −21−1.4% | Reduced |
| Skba Capital Management LLC | 1,450 | $430.3K | 0.07% | −100−6.5% | Reduced |
| Austin Wealth Management, LLC | 1,374 | $429.5K | 0.09% | +129+10.4% | Added |
| Capital Asset Advisory Services LLC | 1,416 | $429.3K | 0.02% | −17−1.2% | Reduced |
| Crew Capital Management, Ltd. | 1,445 | $428.9K | 0.36% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,443 | $428.4K | 0.03% | +72+5.3% | Added |
| Consolidated Planning Corp | 1,443 | $428.3K | 0.06% | +10+0.7% | Added |
| JFS Wealth Advisors, LLC | 1,443 | $428.1K | 0.03% | −118−7.6% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $428.0K | 0.14% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,440 | $427.4K | 0.08% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,430 | $424.4K | 0.25% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,430 | $424.4K | 0.02% | +4+0.3% | Added |
| OneAscent Wealth Management LLC | 1,428 | $424.0K | 0.17% | −68−4.5% | Reduced |
| Silver Oak Securities, Inc | 1,424 | $423.5K | 0.04% | +35+2.5% | Added |
| Garner Asset Management Corp | 1,421 | $422.0K | 0.20% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,420 | $421.4K | 0.09% | −20−1.4% | Reduced |
| Forza Wealth Management, LLC | 1,416 | $420.3K | 0.19% | −150−9.6% | Reduced |
| Patten Group, Inc. | 1,416 | $420.3K | 0.09% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,416 | $420.2K | 0.32% | +3+0.2% | Added |
| UMA Financial Services, Inc. | 1,413 | $419.4K | 0.07% | −21−1.5% | Reduced |
| Ancora Advisors, LLC | 1,412 | $419.0K | 0.01% | +52+3.8% | Added |
| Retirement Planning Group | 1,411 | $418.8K | 0.02% | +32+2.3% | Added |
| Sandy Cove Advisors, LLC | 1,400 | $415.4K | 0.16% | +90+6.9% | Added |
| Compass Capital Corp | 1,304 | $415.0K | 0.16% | +1,304 | New |
| Five Oceans Advisors | 1,397 | $414.6K | 0.19% | −68−4.6% | Reduced |
| Greenwich Wealth Management LLC | 1,394 | $414.0K | 0.03% | +356+34.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,391 | $412.9K | 0.04% | +1,391 | New |
| Independent Solutions Wealth Management, LLC | 1,391 | $412.8K | 0.09% | −11−0.8% | Reduced |
| Hyperion Capital Advisors LP | 1,380 | $409.6K | 0.21% | −300−17.9% | Reduced |
| E Fund Management Co., Ltd. | 1,378 | $409.0K | 0.02% | +543+65.0% | Added |
| Optas, LLC | 1,375 | $408.1K | 0.09% | −103−7.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,374 | $407.8K | 0.07% | +200+17.0% | Added |
| Breed's Hill Capital LLC | 1,373 | $407.5K | 0.21% | +445+48.0% | Added |
| First Financial Bank - Trust Division | 1,372 | $407.2K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,369 | $406.3K | 0.14% | −40−2.8% | Reduced |
| 17 Capital Partners, LLC | 1,368 | $406.0K | 0.26% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,365 | $405.1K | 0.03% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,360 | $403.6K | 0.12% | −74−5.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $403.0K | 0.17% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,358 | $402.9K | 0.05% | −70−4.9% | Reduced |
| FourThought Financial Partners, LLC | 1,357 | $402.9K | 0.04% | +1,357 | New |
| Convergence Investment Partners, LLC | 1,357 | $402.7K | 0.09% | −9−0.7% | Reduced |
| Willner & Heller, LLC | 1,356 | $402.5K | 0.35% | +73+5.7% | Added |
| Eagle Harbor Asset Management Inc | 1,356 | $402.4K | 0.40% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $402.4K | 0.04% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 1,356 | $402.1K | 0.88% | +1,356 | New |
| Polymer Capital Management (US) LLC | 1,353 | $401.6K | 0.13% | +1,353 | New |
| Northstar Asset Management LLC | 1,350 | $400.7K | 0.09% | −125−8.5% | Reduced |
| Burns J W & Co Inc | 1,350 | $400.7K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,345 | $399.3K | 0.08% | +10+0.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,337 | $396.8K | 0.39% | +1,337 | New |
| Vestmark Advisory Solutions, Inc. | 1,333 | $395.6K | 0.01% | +1,333 | New |
| Pacific Capital Wealth Advisors, Inc | 1,332 | $395.3K | 0.07% | −43−3.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,327 | $393.9K | 0.26% | −25,161−95.0% | Reduced |
| Sittner & Nelson, LLC | 1,324 | $392.9K | 0.17% | +1+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 1,322 | $392.3K | 0.08% | −8−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,317 | $391.0K | 0.05% | +36+2.8% | Added |
| Great Diamond Partners, LLC | 1,317 | $390.9K | 0.10% | +1+0.1% | Added |
| Summit Asset Management, LLC | 1,315 | $390.3K | 0.07% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,312 | $389.4K | 0.02% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,311 | $389.1K | 0.05% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $387.7K | 0.22% | 00.0% | Unchanged |
| Trust Co of the South | 1,306 | $387.6K | 0.08% | −168−11.4% | Reduced |
| Alpha Family Trust | 1,305 | $387.3K | 0.22% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,227 | $386.8K | 0.21% | 00.0% | Unchanged |
| Wexford Capital LP | 1,300 | $385.8K | 0.10% | 00.0% | Unchanged |
| Puzo Michael J | 1,300 | $385.8K | 0.11% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,300 | $385.8K | 0.06% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 1,298 | $385.2K | 0.03% | +2+0.2% | Added |
| Alta Wealth Advisors LLC | 1,298 | $385.1K | 0.17% | +1,298 | New |
| Advisors Management Group Inc | 1,298 | $385.0K | 0.09% | −22−1.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,297 | $384.0K | 0.29% | −863−40.0% | Reduced |
| True North Advisors, LLC | 1,293 | $383.7K | 0.09% | +143+12.4% | Added |
| Stockman Wealth Management, Inc. | 1,283 | $380.8K | 0.06% | +13+1.0% | Added |
| Mainstream Capital Management LLC | 1,282 | $380.5K | 0.27% | −4−0.3% | Reduced |
| One Wealth Advisors, LLC | 1,280 | $379.9K | 0.06% | +30+2.4% | Added |
| FIL Ltd | 1,280 | $379.9K | 0.00% | +177+16.0% | Added |
| Reyes Financial Architecture, Inc. | 1,280 | $379.9K | 0.30% | +1,280 | New |
| Armstrong Advisory Group, Inc | 1,278 | $379.3K | 0.03% | −182−12.5% | Reduced |
| 4J Wealth Management LLC | 1,278 | $379.3K | 0.31% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,277 | $379.0K | 0.04% | +15+1.2% | Added |
| Brandywine Oak Private Wealth LLC | 1,277 | $379.0K | 0.04% | +3+0.2% | Added |
| Southeast Asset Advisors Inc. | 1,275 | $378.4K | 0.05% | +2+0.2% | Added |
| Mayfair Advisory Group, LLC | 1,273 | $377.8K | 0.22% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,273 | $377.7K | 0.07% | −198−13.5% | Reduced |
| Oxford Financial Group Ltd | 1,272 | $377.5K | 0.02% | −132−9.4% | Reduced |
| Taika Capital, LP | 1,270 | $376.9K | 0.29% | +1,270 | New |
| Ruggaard & Associates LLC | 1,270 | $376.8K | 0.17% | −675−34.7% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $376.6K | 0.11% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 1,264 | $375.1K | 0.36% | +1,264 | New |
| Mendel Capital Management LLC | 1,264 | $375.1K | 0.23% | +71+6.0% | Added |
| Cottonwood Capital Advisors, LLC | 1,260 | $373.8K | 0.27% | +194+18.2% | Added |