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 |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 36 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 33 | $9.79K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $9.50K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 30 | $8.90K | 0.00% | −98−76.6% | Reduced |
| Hallmark Capital Management Inc | 30 | $8.90K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $8.90K | 0.01% | +30 | New |
| Frazier Financial Advisors, LLC | 28 | $8.33K | 0.01% | −13−31.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 28 | $8.31K | 0.00% | +28 | New |
| Financial Network Wealth Advisors LLC | 27 | $8.01K | 0.01% | −271−90.9% | Reduced |
| Aviso Financial Inc. | 27 | $8.01K | 0.00% | −189−87.5% | Reduced |
| Modus Advisors, LLC | 27 | $8.01K | 0.00% | +27 | New |
| TSFG, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $7.54K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $7.42K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 24 | $7.12K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 24 | $7.12K | 0.01% | +24 | New |
| Your Advocates Ltd., LLP | 20 | $5.95K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $5.93K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 18 | $5.34K | 0.00% | +18 | New |
| Conquis Financial LLC | 18 | $5.34K | 0.01% | +18 | New |
| LSV Asset Management | 16 | $5.00K | 0.00% | +16 | New |
| PayPay Securities Corp | 15 | $4.45K | 0.19% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $4.45K | 0.00% | +15 | New |
| Painted Porch Advisors LLC | 14 | $4.16K | 0.00% | +14 | New |
| Pineridge Advisors LLC | 13 | $3.86K | 0.00% | −2−13.3% | Reduced |
| Winnow Wealth LLC | 13 | $3.63K | 0.00% | +13 | New |
| Bear Mountain Capital, Inc. | 10 | $3.26K | 0.00% | +10 | New |
| Winch Advisory Services, LLC | 10 | $3.06K | 0.00% | −10−50.0% | Reduced |
| JDM Financial Group LLC | 9 | $2.67K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $2.67K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 8 | $2.37K | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 7 | $2.08K | 0.00% | +7 | New |
| NBC Securities, Inc. | 6 | $2.07K | 0.19% | −7,008−99.9% | Reduced |
| WestEnd Advisors, LLC | 6 | $1.78K | 0.00% | +2+50.0% | Added |
| Noble Wealth Management PBC | 6 | $1.78K | 0.00% | +6 | New |
| Chesapeake Asset Management LLC | 6 | $1.78K | 0.00% | +1+20.0% | Added |
| Syntax Research, Inc. | 5 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 4 | $1.19K | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Vista Private Wealth Partners. LLC | 3 | $891 | 0.00% | +3 | New |
| LMR Partners LLP | 3 | $890 | 0.00% | −31−91.2% | Reduced |
| Comprehensive Financial Planning, Inc. | 1 | $297 | 0.00% | +1 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −119,894−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −117,471−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −59,255−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −53,190−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −37,087−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −25,321−100.0% | Sold out |
| Bleichroeder LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −24,905−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −24,243−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,534−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −21,932−100.0% | Sold out |
| Auto-Owners Insurance Co | 0 | $0 | 0.00% | −19,950−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,092−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −11,906−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −10,603−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −8,805−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −8,340−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,193−100.0% | Sold out |
| Magellan Asset Management Ltd | 0 | $0 | 0.00% | −7,879−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,271−100.0% | Sold out |
| Private Management Group Inc | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,383−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,781−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −4,752−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,751−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −2,631−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,102−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −1,801−100.0% | Sold out |
| Whitaker-Myers Wealth Managers, LTD. | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −1,461−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,254−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |