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
- 2,643
- +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
- 1,031 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 670 | $198.8K | 0.01% | +670 | New |
| Fortitude Family Office, LLC | 668 | $198.3K | 0.07% | +75+12.6% | Added |
| Iron Horse Wealth Management, LLC | 666 | $197.6K | 0.07% | −22−3.2% | Reduced |
| Westchester Capital Management, Inc. | 660 | $195.9K | 0.05% | +100+17.9% | Added |
| Bogart Wealth, LLC | 657 | $194.9K | 0.01% | +21+3.3% | Added |
| Legacy Bridge, LLC | 640 | $189.9K | 0.10% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 639 | $189.5K | 0.14% | +10+1.6% | Added |
| WealthCollab, LLC | 638 | $189.4K | 0.12% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 634 | $188.2K | 0.15% | 00.0% | Unchanged |
| Avalon Trust Co | 634 | $188.2K | 0.01% | +39+6.6% | Added |
| Kiely Wealth Advisory Group, Inc. | 600 | $186.2K | 0.12% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 627 | $186.1K | 0.02% | −42−6.3% | Reduced |
| Stance Capital LLC | 625 | $185.5K | 0.11% | +625 | New |
| Bruce G. Allen Investments, LLC | 622 | $184.6K | 0.15% | −9−1.4% | Reduced |
| Mascoma Wealth Management LLC | 621 | $184.3K | 0.05% | −39−5.9% | Reduced |
| Trifecta Capital Advisors, LLC | 616 | $182.8K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 613 | $181.9K | 0.02% | +613 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 612 | $181.6K | 0.05% | +113+22.6% | Added |
| First Community Trust NA | 610 | $181.0K | 0.13% | −75−10.9% | Reduced |
| Tidemark, LLC | 597 | $177.1K | 0.07% | +74+14.1% | Added |
| Rakuten Securities, Inc. | 593 | $176.0K | 0.07% | +8+1.4% | Added |
| MRP Capital Investments, LLC | 584 | $173.3K | 0.16% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 581 | $172.4K | 0.16% | +581 | New |
| Addison Advisors LLC | 570 | $169.2K | 0.05% | −52−8.4% | Reduced |
| First Pacific Financial | 569 | $169.0K | 0.04% | +1+0.2% | Added |
| William B. Walkup & Associates, Inc. | 565 | $167.7K | 0.11% | 00.0% | Unchanged |
| Security National Bank | 560 | $166.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $163.2K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 546 | $162.1K | 0.01% | −618−53.1% | Reduced |
| West Paces Advisors Inc. | 545 | $161.8K | 0.04% | +5+0.9% | Added |
| Wintrust Investments LLC | 535 | $159.0K | 0.14% | −385−41.8% | Reduced |
| VSM Wealth Advisory, LLC | 533 | $158.2K | 0.06% | +533 | New |
| AdvisorNet Financial, Inc | 515 | $152.7K | 0.01% | −164−24.2% | Reduced |
| Deseret Mutual Benefit Administrators | 509 | $151.1K | 0.07% | −71−12.2% | Reduced |
| Logan Capital Management Inc | 505 | $149.9K | 0.01% | +2+0.4% | Added |
| Creative Capital Management Investments LLC | 500 | $148.4K | 0.06% | −1−0.2% | Reduced |
| Cape Investment Advisory, Inc. | 498 | $147.9K | 0.06% | −44−8.1% | Reduced |
| IMG Wealth Management, Inc. | 490 | $145.4K | 0.13% | +490 | New |
| New Millennium Group LLC | 490 | $145.4K | 0.08% | +1+0.2% | Added |
| JCIC Asset Management Inc. | 470 | $139.5K | 0.06% | 00.0% | Unchanged |
| First PREMIER Bank | 466 | $138.0K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 462 | $137.0K | 0.07% | −11−2.3% | Reduced |
| CNB Bank | 458 | $135.9K | 0.06% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 455 | $135.0K | 0.02% | +455 | New |
| Quest Partners LLC | 453 | $134.4K | 0.02% | −266−37.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 406 | $132.8K | 0.00% | +28+7.4% | Added |
| Financial Freedom, LLC | 440 | $130.6K | 0.07% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 440 | $130.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 584 | $126.7K | 0.04% | −4−0.7% | Reduced |
| BNP Paribas | 423 | $125.5K | 0.01% | +100+31.0% | Added |
| Fairscale Capital, LLC | 419 | $124.4K | 0.11% | 00.0% | Unchanged |
| Birchbrook, Inc. | 410 | $121.7K | 0.07% | −82−16.7% | Reduced |
| Hantz Financial Services, Inc. | 408 | $121.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 404 | $119.9K | 0.04% | +8+2.0% | Added |
| Beaird Harris Wealth Management, LLC | 401 | $118.9K | 0.01% | +119+42.2% | Added |
| Field & Main Bank | 400 | $118.7K | 0.04% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 378 | $112.2K | 0.19% | +378 | New |
| Atlantic Edge Private Wealth Management, LLC | 374 | $111.1K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 373 | $110.7K | 0.02% | +4+1.1% | Added |
| Ironwood Wealth Management, Inc. | 377 | $110.6K | 0.05% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 370 | $109.8K | 0.03% | −80−17.8% | Reduced |
| Bernard Wealth Management Corp. | 367 | $108.9K | 0.05% | +367 | New |
| GKV Capital Management Co., Inc. | 350 | $103.9K | 0.04% | +350 | New |
| Salomon & Ludwin, LLC | 345 | $102.4K | 0.01% | −6−1.7% | Reduced |
| Core Alternative Capital | 344 | $102.1K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 342 | $101.5K | 0.03% | +342 | New |
| Gleason Group, Inc. | 340 | $100.9K | 0.02% | −69−16.9% | Reduced |
| Fedenia Advisers LLC | 330 | $97.9K | 0.06% | +330 | New |
| Hollencrest Capital Management | 327 | $97.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 326 | $96.8K | 0.01% | −11−3.3% | Reduced |
| ORG Partners LLC | 317 | $94.3K | 0.01% | +42+15.3% | Added |
| Creekmur Asset Management LLC | 317 | $94.1K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 313 | $92.9K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 311 | $92.2K | 0.01% | −18−5.5% | Reduced |
| Private Wealth Management Group, LLC | 308 | $91.4K | 0.03% | −3−1.0% | Reduced |
| Gables Capital Management Inc. | 305 | $90.5K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $89.6K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 300 | $89.0K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 299 | $88.7K | 0.01% | +299 | New |
| Coppell Advisory Solutions LLC | 298 | $88.6K | 0.01% | +13+4.6% | Added |
| GW&K Investment Management, LLC | 295 | $88.0K | 0.00% | +5+1.7% | Added |
| Covestor Ltd | 296 | $88.0K | 0.06% | +29+10.9% | Added |
| Pinnacle Bancorp, Inc. | 294 | $87.3K | 0.03% | −90−23.4% | Reduced |
| Global Wealth Strategies & Associates | 294 | $87.3K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 290 | $86.1K | 0.06% | −150−34.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 284 | $84.3K | 0.08% | +284 | New |
| Hoese & Co LLP | 280 | $83.1K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 279 | $83.0K | 0.06% | −3−1.1% | Reduced |
| Coston, McIsaac & Partners | 279 | $82.0K | 0.02% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 275 | $81.8K | 0.07% | +275 | New |
| Stephens Consulting, LLC | 274 | $81.3K | 0.02% | −7−2.5% | Reduced |
| Vermillion Wealth Management, Inc. | 267 | $79.2K | 0.04% | +267 | New |
| WPG Advisers, LLC | 267 | $79.2K | 0.07% | +267 | New |
| Loomis Sayles & Co L P | 266 | $79.0K | 0.00% | +266 | New |
| Ritter Daniher Financial Advisory LLC | 264 | $78.4K | 0.02% | −29−9.9% | Reduced |
| Wiser Advisor Group LLC | 263 | $78.0K | 0.11% | +1+0.4% | Added |
| Putney Financial Group LLC | 262 | $77.8K | 0.07% | +262 | New |
| Graney & King, LLC | 259 | $76.8K | 0.06% | +259 | New |
| Wood Tarver Financial Group, LLC | 255 | $75.0K | 0.03% | +255 | New |
| Founders Capital Management | 250 | $74.2K | 0.05% | 00.0% | Unchanged |