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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 1,257 | $373.1K | 0.08% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,257 | $373.1K | 0.20% | +302+31.6% | Added |
| Silverlake Wealth Management LLC | 1,256 | $372.9K | 0.14% | −553−30.6% | Reduced |
| Redmond Asset Management, LLC | 1,252 | $371.6K | 0.09% | +1,252 | New |
| Vigilare Wealth Management | 1,251 | $371.3K | 0.15% | −95−7.1% | Reduced |
| Ashton Thomas Securities, LLC | 1,254 | $371.3K | 0.10% | +91+7.8% | Added |
| Liberty Square Wealth Partners LLC | 1,193 | $371.1K | 0.14% | +1,193 | New |
| Flow Traders U.S. LLC | 1,251 | $371.0K | 0.01% | +1,251 | New |
| Kimelman & Baird, LLC | 1,250 | $371.0K | 0.03% | −175−12.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $370.1K | 0.16% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,245 | $369.5K | 0.14% | −55−4.2% | Reduced |
| Lionshead Wealth Management, LLC | 1,242 | $368.6K | 0.27% | +1,242 | New |
| EPG Wealth Management LLC | 1,240 | $368.1K | 0.10% | −65−5.0% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $368.0K | 0.18% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,235 | $366.6K | 0.16% | +245+24.7% | Added |
| Voya Financial Advisors, Inc. | 1,230 | $365.7K | 0.04% | +141+12.9% | Added |
| Family Firm, Inc. | 1,231 | $365.5K | 0.08% | +2+0.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,230 | $365.0K | 0.07% | +1,230 | New |
| Rosenberg Matthew Hamilton | 1,229 | $364.8K | 0.09% | +113+10.1% | Added |
| Peachtree Investment Partners, LLC | 1,229 | $364.6K | 0.14% | −180−12.8% | Reduced |
| BankPlus Trust Department | 1,228 | $364.5K | 0.12% | +1,228 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,226 | $364.0K | 0.01% | +8+0.7% | Added |
| Nations Financial Group Inc, | 1,225 | $363.7K | 0.03% | −6−0.5% | Reduced |
| Apollon Financial, LLC | 1,225 | $363.6K | 0.09% | +1,225 | New |
| Heartland Bank & Trust Co | 1,225 | $363.6K | 0.20% | 00.0% | Unchanged |
| City State Bank | 1,223 | $363.0K | 0.13% | +13+1.1% | Added |
| SFMG, LLC | 1,222 | $362.8K | 0.03% | +1,222 | New |
| Key Financial Inc | 1,222 | $362.7K | 0.08% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,220 | $362.2K | 0.16% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,219 | $361.8K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 1,218 | $361.6K | 0.02% | −78−6.0% | Reduced |
| Heartwood Wealth Advisors LLC | 1,218 | $361.5K | 0.04% | −3−0.2% | Reduced |
| Canandaigua National Trust Co of Florida | 1,216 | $360.9K | 0.28% | +1,216 | New |
| Firestone Capital Management | 1,215 | $360.6K | 0.09% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,210 | $359.1K | 0.08% | +277+29.7% | Added |
| Bouchey Financial Group Ltd | 1,207 | $358.2K | 0.03% | −66−5.2% | Reduced |
| Values First Advisors, Inc. | 1,207 | $358.2K | 0.20% | +1,207 | New |
| Novare Capital Management LLC | 1,204 | $357.3K | 0.03% | +82+7.3% | Added |
| Hoxton Planning & Management, LLC | 1,204 | $357.3K | 0.14% | +6+0.5% | Added |
| Lafayette Investments, Inc. | 1,201 | $356.4K | 0.08% | −124−9.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,201 | $356.4K | 0.08% | +26+2.2% | Added |
| Omega Financial Group, LLC | 1,200 | $356.1K | 0.13% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,200 | $356.1K | 0.36% | +22+1.9% | Added |
| Wolverine Asset Management LLC | 1,200 | $356.1K | 0.01% | +1,200 | New |
| Ausdal Financial Partners, Inc. | 1,199 | $355.9K | 0.03% | +212+21.5% | Added |
| Vishria Bird Financial Group, LLC | 1,197 | $355.0K | 0.12% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,193 | $354.1K | 0.20% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,192 | $353.8K | 0.06% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,087 | $352.3K | 0.03% | −59−5.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,183 | $351.1K | 0.09% | −3−0.3% | Reduced |
| Nadler Financial Group, Inc. | 1,177 | $349.3K | 0.04% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,177 | $349.3K | 0.11% | +373+46.4% | Added |
| Montgomery Investment Management Inc | 1,175 | $348.7K | 0.14% | 00.0% | Unchanged |
| One Day In July LLC | 1,175 | $348.7K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,174 | $348.6K | 0.09% | +48+4.3% | Added |
| Sovran Advisors, LLC | 1,160 | $348.4K | 0.05% | +1,160 | New |
| Valley National Advisers Inc | 1,172 | $347.0K | 0.06% | +72+6.5% | Added |
| Monticello Wealth Management, LLC | 1,165 | $345.8K | 0.03% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 1,165 | $345.8K | 0.26% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,164 | $345.5K | 0.14% | −16−1.4% | Reduced |
| Burton Enright Welch | 1,163 | $345.2K | 0.07% | +1+0.1% | Added |
| CVA Family Office, LLC | 1,157 | $343.4K | 0.05% | +99+9.4% | Added |
| FLC Capital Advisors | 1,155 | $342.8K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,151 | $341.5K | 0.09% | −100−8.0% | Reduced |
| Gryphon Financial Partners LLC | 1,150 | $341.4K | 0.05% | −134−10.4% | Reduced |
| Global Financial Private Client, LLC | 1,150 | $341.3K | 0.13% | +12+1.1% | Added |
| Berbice Capital Management LLC | 1,150 | $341.3K | 0.27% | +1,150 | New |
| Weybosset Research & Management LLC | 1,150 | $341.0K | 0.12% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,148 | $340.7K | 0.07% | −32−2.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,143 | $339.1K | 0.08% | −24−2.1% | Reduced |
| Brass Tax Wealth Management, Inc | 1,140 | $338.3K | 0.07% | −99−8.0% | Reduced |
| Balentine LLC | 1,139 | $338.0K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,136 | $337.3K | 0.04% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,136 | $337.2K | 0.31% | +1,136 | New |
| Clifford Group, LLC | 1,136 | $337.2K | 0.26% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,133 | $336.3K | 0.05% | −426−27.3% | Reduced |
| Hudock, Inc. | 1,131 | $335.7K | 0.06% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 1,127 | $334.5K | 0.36% | +1,127 | New |
| Old Port Advisors | 1,124 | $333.6K | 0.10% | +2+0.2% | Added |
| Obsidian Personal Planning Solutions LLC | 1,046 | $332.1K | 0.16% | −1−0.1% | Reduced |
| Safeguard Financial, LLC | 1,116 | $331.3K | 0.07% | −193−14.7% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,116 | $331.2K | 0.08% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,116 | $331.2K | 0.24% | +8+0.7% | Added |
| Connecticut Wealth Management, LLC | 1,115 | $330.9K | 0.02% | +245+28.2% | Added |
| Alpha Cubed Investments, LLC | 1,111 | $329.6K | 0.02% | −548−33.0% | Reduced |
| Shum Financial Group, Inc. | 1,109 | $329.1K | 0.28% | +166+17.6% | Added |
| Seeds Investor LLC | 1,108 | $328.8K | 0.09% | −30−2.6% | Reduced |
| Aprio Wealth Management, LLC | 1,108 | $328.8K | 0.05% | +68+6.5% | Added |
| Strait & Sound Wealth Management LLC | 1,107 | $328.5K | 0.15% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,102 | $327.0K | 0.10% | +1,102 | New |
| Ariston Services Group | 1,099 | $326.2K | 0.28% | −421−27.7% | Reduced |
| Gateway Wealth Partners, LLC | 1,097 | $325.6K | 0.08% | +1,097 | New |
| Blueshift Asset Management, LLC | 1,096 | $325.3K | 0.12% | −1,194−52.1% | Reduced |
| Godsey & Gibb Associates | 1,096 | $325.3K | 0.03% | −131−10.7% | Reduced |
| Arlington Trust Co LLC | 1,091 | $323.8K | 0.07% | +458+72.4% | Added |
| Main Street Financial Solutions, LLC | 1,090 | $323.5K | 0.03% | +177+19.4% | Added |
| Humankind Investments LLC | 1,089 | $323.2K | 0.08% | −105−8.8% | Reduced |
| Paragon Capital Management Ltd | 1,087 | $322.6K | 0.06% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,086 | $322.3K | 0.24% | +4+0.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,085 | $322.0K | 0.11% | 00.0% | Unchanged |