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
- 858 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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 249 | $73.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 244 | $72.4K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 243 | $72.1K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 220 | $70.0K | 0.03% | +220 | New |
| Financial Perspectives, Inc | 231 | $68.5K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 230 | $68.3K | 0.00% | +230 | New |
| Winthrop Capital Management, LLC | 230 | $68.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 225 | $66.9K | 0.04% | +63+38.9% | Added |
| Sachetta, LLC | 220 | $65.3K | 0.03% | +1+0.5% | Added |
| Fairman Group, LLC | 220 | $65.3K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 214 | $63.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 204 | $60.7K | 0.01% | +74+56.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 203 | $60.2K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $59.4K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $59.4K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $59.4K | 0.03% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $59.4K | 0.04% | +200 | New |
| Fairway Wealth LLC | 200 | $59.4K | 0.03% | +200 | New |
| Dunhill Financial, LLC | 197 | $58.5K | 0.03% | +134+212.7% | Added |
| Whipplewood Advisors, LLC | 196 | $58.2K | 0.03% | +196 | New |
| Intelligent Financial Strategies | 194 | $57.6K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 193 | $57.3K | 0.01% | −73−27.4% | Reduced |
| Albion Financial Group | 192 | $57.0K | 0.00% | +89+86.4% | Added |
| Wingate Wealth Advisors, Inc. | 190 | $56.4K | 0.06% | +190 | New |
| Greenline Partners, LLC | 180 | $53.4K | 0.01% | +180 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 180 | $53.4K | 0.03% | +180 | New |
| Riverview Trust Co | 178 | $52.8K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 172 | $51.0K | 0.01% | −250−59.2% | Reduced |
| Abound Wealth Management | 165 | $49.0K | 0.02% | −59−26.3% | Reduced |
| Johnson Financial Group, Inc. | 153 | $48.5K | 0.00% | −544−78.0% | Reduced |
| Tradewinds Capital Management, LLC | 163 | $48.4K | 0.01% | +5+3.2% | Added |
| Roxbury Financial LLC | 158 | $48.2K | 0.05% | +158 | New |
| GoalVest Advisory LLC | 162 | $48.1K | 0.01% | −164−50.3% | Reduced |
| Financial Connections Group, Inc. | 165 | $48.0K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 155 | $46.0K | 0.02% | +155 | New |
| XY Capital Ltd | 154 | $45.7K | 0.05% | +154 | New |
| Main Street Group, LTD | 151 | $44.6K | 0.02% | +21+16.2% | Added |
| FLP Wealth Management, LLC | 139 | $41.2K | 0.11% | +139 | New |
| GPS Wealth Strategies Group, LLC | 135 | $40.1K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 135 | $40.1K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 133 | $39.6K | 0.03% | +133 | New |
| Canton Hathaway, LLC | 130 | $39.0K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 129 | $38.3K | 0.03% | +129 | New |
| Vermillion & White Wealth Management Group, LLC | 128 | $38.1K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 126 | $37.4K | 0.03% | +26+26.0% | Added |
| Curio Wealth, LLC | 125 | $37.1K | 0.02% | +125 | New |
| Archer Investment Corp | 124 | $36.9K | 0.01% | −5−3.9% | Reduced |
| Activest Wealth Management | 123 | $36.5K | 0.01% | −34−21.7% | Reduced |
| Consultiva Wealth Management, Corp. | 120 | $35.6K | 0.18% | +120 | New |
| DHJJ Financial Advisors, Ltd. | 116 | $34.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 114 | $33.9K | 0.01% | +6+5.6% | Added |
| Murphy & Mullick Capital Management Corp | 112 | $33.2K | 0.03% | +112 | New |
| Sellwood Investment Partners LLC | 110 | $32.6K | 0.02% | +110 | New |
| Bray Capital Advisors | 108 | $32.1K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 104 | $30.9K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 103 | $30.6K | 0.01% | +1+1.0% | Added |
| Tucker Asset Management LLC | 103 | $30.6K | 0.00% | −814−88.8% | Reduced |
| American Capital Advisory, LLC | 101 | $29.8K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $29.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $29.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 100 | $29.7K | 0.01% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 100 | $29.7K | 0.69% | +100 | New |
| Investment Research & Advisory Group, Inc. | 999 | $29.4K | 0.01% | +900+909.1% | Added |
| Investment Management Corp | 97 | $28.8K | 0.03% | +97 | New |
| BOK Financial Private Wealth, Inc. | 91 | $27.0K | 0.00% | −121−57.1% | Reduced |
| Ruedi Wealth Management, Inc. | 90 | $26.7K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 89 | $26.4K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 88 | $26.1K | 0.05% | −82−48.2% | Reduced |
| Cranbrook Wealth Management, LLC | 87 | $25.8K | 0.01% | +24+38.1% | Added |
| S&T Bank | 85 | $25.2K | 0.01% | +85 | New |
| Estabrook Capital Management | 84 | $24.9K | 0.00% | −2,160−96.3% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 78 | $23.0K | 0.03% | 00.0% | Unchanged |
| Transce3nd, LLC | 76 | $22.6K | 0.01% | +76 | New |
| PFS Partners, LLC | 75 | $22.3K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $19.0K | 0.01% | +40+160.0% | Added |
| Prudent Man Investment Management, Inc. | 64 | $19.0K | 0.01% | +64 | New |
| Anfield Capital Management, LLC | 63 | $18.7K | 0.01% | +63 | New |
| Kennebec Savings Bank | 60 | $17.8K | 0.02% | −46−43.4% | Reduced |
| Rogco, LP | 60 | $17.8K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 54 | $16.9K | 0.01% | +54 | New |
| Legacy Investment Solutions, LLC | 50 | $15.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 50 | $15.8K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 53 | $15.7K | 0.00% | −6,507−99.2% | Reduced |
| ESL Trust Services, LLC | 50 | $14.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $14.8K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 47 | $14.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $13.9K | 0.00% | −8−14.5% | Reduced |
| Pacifica Partners Inc. | 45 | $13.4K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $13.4K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 42 | $13.3K | 0.01% | +31+281.8% | Added |
| Valued Wealth Advisors LLC | 44 | $13.1K | 0.01% | −11−20.0% | Reduced |
| Carolina Wealth Advisors, LLC | 44 | $13.1K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 44 | $13.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 43 | $12.7K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 42 | $12.5K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 41 | $12.2K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 40 | $11.9K | 0.00% | 00.0% | Unchanged |
| Alexis Investment Partners, LLC | 40 | $11.9K | 0.01% | +40 | New |
| Davis Capital Management | 38 | $11.3K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 36 | $10.7K | 0.01% | +36 | New |