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 |
|---|---|---|---|---|---|
| Aspetuck Financial Management LLC | 1,085 | $322.0K | 0.25% | +1,085 | New |
| Vista Investment Management | 1,084 | $321.8K | 0.12% | +27+2.6% | Added |
| Buckley Wealth Management, LLC | 1,084 | $321.7K | 0.10% | −13−1.2% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,084 | $321.7K | 0.65% | +1,084 | New |
| Bristlecone Advisors, LLC | 1,076 | $319.3K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,076 | $319.3K | 0.06% | −413−27.7% | Reduced |
| NorthStar Asset Management LLC | 1,075 | $319.0K | 0.20% | +2+0.2% | Added |
| NDVR, Inc. | 1,074 | $318.8K | 0.31% | +102+10.5% | Added |
| Caas Capital Management LP | 1,070 | $317.6K | 0.26% | +1,070 | New |
| May Hill Capital, LLC | 1,070 | $317.6K | 0.12% | +1,070 | New |
| Stonebridge Financial Group, LLC | 1,068 | $317.0K | 0.03% | +1,068 | New |
| Abacus Planning Group, Inc. | 1,066 | $316.4K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,065 | $316.2K | 0.05% | +30+2.9% | Added |
| PCA Investment Advisory Services Inc. | 1,059 | $314.4K | 0.15% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,058 | $314.1K | 0.28% | +37+3.6% | Added |
| Spartan Planning & Wealth Management | 1,058 | $314.0K | 0.29% | +1,058 | New |
| Guyasuta Investment Advisors Inc | 1,055 | $313.1K | 0.02% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,051 | $312.6K | 0.06% | −56−5.1% | Reduced |
| Monument Capital Management | 1,050 | $311.7K | 0.09% | +53+5.3% | Added |
| Alan B. Lancz & Associates, Inc. | 1,050 | $311.6K | 0.32% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 1,050 | $311.6K | 0.14% | +150+16.7% | Added |
| CJM Wealth Advisers, Ltd. | 1,049 | $311.3K | 0.10% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,049 | $311.3K | 0.29% | +1,049 | New |
| Gallacher Capital Management LLC | 1,049 | $311.2K | 0.15% | +89+9.3% | Added |
| Capital Investment Advisory Services, LLC | 1,048 | $311.0K | 0.03% | +69+7.0% | Added |
| Delta Financial Advisors LLC | 1,046 | $310.6K | 0.12% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,045 | $310.1K | 0.04% | +17+1.7% | Added |
| SevenBridge Financial Group, LLC | 1,000 | $309.6K | 0.06% | +79+8.6% | Added |
| Wealthstar Advisors, LLC | 1,041 | $308.9K | 0.13% | +1,041 | New |
| Abel Hall, LLC | 1,040 | $308.6K | 0.20% | +29+2.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,038 | $307.9K | 0.07% | +273+35.7% | Added |
| Flagship Wealth Advisors, LLC | 1,036 | $307.5K | 0.18% | +1,036 | New |
| BIP Wealth, LLC | 1,031 | $306.0K | 0.02% | +24+2.4% | Added |
| Parr McKnight Wealth Management Group, LLC | 1,026 | $304.5K | 0.04% | +1,026 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,026 | $304.5K | 0.12% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,020 | $303.0K | 0.12% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,019 | $302.6K | 0.13% | +257+33.7% | Added |
| Hopwood Financial Services, Inc. | 1,017 | $301.8K | 0.23% | +1,017 | New |
| Princeton Capital Management LLC | 1,016 | $301.5K | 0.09% | +16+1.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,014 | $301.5K | 0.01% | −3,548−77.8% | Reduced |
| Eagle Bay Advisors LLC | 1,013 | $300.6K | 0.19% | −607−37.5% | Reduced |
| KG&L Capital Management,LLC | 1,012 | $300.3K | 0.10% | −21−2.0% | Reduced |
| Old Second National Bank of Aurora | 1,010 | $299.8K | 0.07% | +10+1.0% | Added |
| Secure Asset Management, LLC | 1,007 | $298.9K | 0.05% | +1,007 | New |
| CRA Financial Services, LLC | 1,005 | $298.3K | 0.05% | −12−1.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,005 | $298.3K | 0.14% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,005 | $298.3K | 0.09% | +1,005 | New |
| ZEGA Investments, LLC | 928 | $298.1K | 0.09% | +928 | New |
| Gsa Capital Partners LLP | 1,005 | $298.0K | 0.02% | −1,650−62.1% | Reduced |
| Close Asset Management Ltd | 1,001 | $297.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $297.0K | 0.21% | 00.0% | Unchanged |
| Dempze Nancy E | 1,000 | $296.8K | 0.17% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $296.8K | 0.11% | +1,000 | New |
| Correct Capital Wealth Management | 996 | $295.5K | 0.06% | +164+19.7% | Added |
| Independence Bank of Kentucky | 990 | $293.8K | 0.05% | −25−2.5% | Reduced |
| Mezzasalma Advisors, LLC | 990 | $293.8K | 0.09% | +24+2.5% | Added |
| Allied Investment Advisors, LLC | 989 | $293.5K | 0.06% | +989 | New |
| West Michigan Advisors, LLC | 988 | $293.3K | 0.09% | +54+5.8% | Added |
| WR Wealth Planners, LLC | 987 | $293.0K | 0.09% | −59−5.6% | Reduced |
| TFB Advisors LLC | 987 | $292.9K | 0.08% | −32−3.1% | Reduced |
| Alesco Advisors LLC | 985 | $292.3K | 0.01% | 00.0% | Unchanged |
| Park Capital Management, LLC | 982 | $291.5K | 0.35% | +982 | New |
| NavPoint Financial, Inc. | 981 | $291.2K | 0.23% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 980 | $290.9K | 0.02% | −262−21.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 980 | $290.9K | 0.14% | 00.0% | Unchanged |
| New Republic Capital, LLC | 977 | $289.9K | 0.19% | +96+10.9% | Added |
| Sunpointe, LLC | 977 | $289.8K | 0.15% | +121+14.1% | Added |
| Cowa, LLC | 975 | $289.4K | 0.13% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 975 | $289.4K | 0.08% | +975 | New |
| Central Valley Advisors, LLC | 967 | $287.0K | 0.13% | 00.0% | Unchanged |
| Claris Financial LLC | 964 | $286.2K | 0.19% | +964 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 962 | $285.6K | 0.11% | −5−0.5% | Reduced |
| Royal Fund Management, LLC | 962 | $285.6K | 0.03% | −7−0.7% | Reduced |
| Harbor Group, Inc. | 958 | $284.3K | 0.06% | +2+0.2% | Added |
| New Covenant Trust Company, N.A. | 956 | $284.2K | 0.28% | −17−1.7% | Reduced |
| Bravias Capital Group, LLC | 895 | $284.1K | 0.23% | +895 | New |
| First Nebraska Trust Co | 955 | $283.4K | 0.03% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 948 | $281.4K | 0.03% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 948 | $281.4K | 0.06% | +178+23.1% | Added |
| Roberts Wealth Advisors, LLC | 900 | $281.1K | 0.09% | +900 | New |
| Ackerman Capital Advisors, LLC | 946 | $280.8K | 0.07% | 00.0% | Unchanged |
| Perpetual Ltd | 945 | $280.5K | 0.00% | +1+0.1% | Added |
| AlphaCore Capital LLC | 945 | $280.5K | 0.06% | +156+19.8% | Added |
| Smith Chas P & Associates Pa Cpas | 944 | $280.1K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 944 | $280.0K | 0.09% | −320−25.3% | Reduced |
| Betterment LLC | 944 | $280.0K | 0.00% | +944 | New |
| Old North State Trust, LLC | 943 | $280.0K | 0.18% | +943 | New |
| Barlow Wealth Partners, Inc. | 896 | $279.8K | 0.04% | 00.0% | Unchanged |
| Whelan Financial | 942 | $279.6K | 0.11% | +942 | New |
| Second Half Financial Partners, LLC | 941 | $279.3K | 0.14% | −56−5.6% | Reduced |
| General Partner, Inc. | 936 | $277.8K | 0.17% | 00.0% | Unchanged |
| Marest Capital, LLC | 936 | $277.7K | 0.22% | +3+0.3% | Added |
| HC Advisors, LLC | 935 | $277.6K | 0.22% | +935 | New |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $276.6K | 0.00% | 00.0% | Unchanged |
| Apella Capital, LLC | 931 | $276.4K | 0.01% | −29−3.0% | Reduced |
| IPG Investment Advisors LLC | 930 | $276.0K | 0.06% | −6,478−87.4% | Reduced |
| Fortress Wealth Group, LLC | 871 | $275.8K | 0.13% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 929 | $275.7K | 0.05% | −53−5.4% | Reduced |
| Meritage Portfolio Management | 929 | $275.7K | 0.02% | +20+2.2% | Added |
| Broadway Wealth Solutions, Inc. | 929 | $275.7K | 0.21% | +929 | New |