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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.

Institutional holdersQ4 2024: 2,643 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,460 institutionsQ4 2024: 2,643 institutionsQ1 2025: 2,628 institutionsQ2 2025: 2,720 institutionsQ3 2025: 2,759 institutionsQ4 2025: 3,044 institutionsQ1 2026: 2,913 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2024: $177.5B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,913$174.8B
Q4 20253,044$216.8B
Q3 20252,759$193.4B
Q2 20252,720$189.9B
Q1 20252,628$160.7B
Q4 20242,643$177.5B
Q3 20242,460$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2024.

Institutions holding AXP in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Reinhart Partners, Inc.0$00.00%−1,100−100.0%Sold out
Roman Butler Fullerton & Co0$00.00%−1,070−100.0%Sold out
Jump Financial, LLC0$00.00%−1,069−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−1,023−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−1,016−100.0%Sold out
Crestline Management, LP0$00.00%−1,000−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−1,000−100.0%Sold out
Colton Groome Financial Advisors, LLC0$00.00%−986−100.0%Sold out
Stamos Capital Partners, L.P.0$00.00%−960−100.0%Sold out
Davies Financial Advisors, Inc.0$00.00%−959−100.0%Sold out
Sterling Investment Counsel, LLC0$00.00%−936−100.0%Sold out
Capital Markets Trading UK LLP0$00.00%−932−100.0%Sold out
Redhawk Wealth Advisors, Inc.0$00.00%−920−100.0%Sold out
Planning Directions Inc0$00.00%−908−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−851−100.0%Sold out
Foster Victor Wealth Advisors, LLC0$00.00%−831−100.0%Sold out
Heritage Oak Wealth Advisors LLC0$00.00%−821−100.0%Sold out
Ramiah Investment Group0$00.00%−814−100.0%Sold out
IVC Wealth Advisors LLC0$00.00%−814−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−814−100.0%Sold out
Center For Asset Management LLC0$00.00%−805−100.0%Sold out
Romano Brothers and Company0$00.00%−800−100.0%Sold out
Financial Advocates Investment Management0$00.00%−795−100.0%Sold out
Crestmont Private Wealth LLC0$00.00%−787−100.0%Sold out
Baron Wealth Management LLC0$00.00%−783−100.0%Sold out
Insight Wealth Partners, LLC0$00.00%−777−100.0%Sold out
Everstar Asset Management, LLC0$00.00%−750−100.0%Sold out
IMA Wealth, Inc.0$00.00%−644−100.0%Sold out
Paladin Wealth, LLC0$00.00%−609−100.0%Sold out
Heritage Wealth Management, Inc.0$00.00%−536−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−369−100.0%Sold out
Northwest Financial Advisors0$00.00%−365−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−260−100.0%Sold out
Nixon Capital, LLC0$00.00%−218−100.0%Sold out
Talon Private Wealth, LLC0$00.00%−209−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−200−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−176−100.0%Sold out
Planned Solutions, Inc.0$00.00%−124−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−100−100.0%Sold out
Cedar Wealth Management, LLC0$00.00%−89−100.0%Sold out
Redmont Wealth Advisors LLC0$00.00%−47−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−42−100.0%Sold out
Hoey Investments, Inc0$00.00%−30−100.0%Sold out
Baldwin Brothers Inc0$00.00%−8−100.0%Sold out
Uncommon Cents Investing LLC0$00.00%−6−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
PEAK6 Investments LLC––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
SpiderRock Advisors, LLC––––Not filed
Prio Wealth Limited Partnership––––Not filed
Banque Cantonale Vaudoise––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Guardian Capital Advisors LP––––Not filed
Argent Financial Group, Inc.––––Not filed
Concentric Wealth Management, LLC––––Not filed
Kingfisher Capital LLC––––Not filed
GYL Financial Synergies, LLC––––Not filed
Raymond James Trust N.A.––––Not filed
Chartwell Investment Partners, LLC––––Not filed
Eagle Asset Management Inc––––Not filed
Brophy Wealth Management, LLC––––Not filed
Alpine Bank Wealth Management––––Not filed
Fort Pitt Capital Group, LLC––––Not filed
Cary Street Partners Asset Management LLC––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
TNF LLC––––Not filed
9258 Wealth Management, LLC––––Not filed
M&R Capital Management Inc––––Not filed
Eisler Capital (UK) Ltd.––––Not filed
Diversified, LLC––––Not filed
Garrison Asset Management, LLC––––Not filed
Gateway Advisory, LLC––––Not filed
Inscription Capital, LLC––––Not filed
Kowal Investment Group, LLC––––Not filed
First Trust Investment Solutions L.P.––––Not filed
First Personal Financial Services––––Not filed
CIC Wealth, LLC––––Not filed
Alera Investment Advisors, LLC––––Not filed
Family Asset Management, LLC––––Not filed
Zega Financial, LLC––––Not filed
Susquehanna International Group Ltd.––––Not filed
Carmichael Hill & Associates, Inc.––––Not filed
Naples Money Management LLC––––Not filed
WFA of San Diego, LLC––––Not filed
Northwest Investment Counselors, LLC––––Not filed
Annapolis Financial Services, LLC––––Not filed
Planning Capital Management Corp––––Not filed
BBJS Financial Advisors, LLC––––Not filed
Abich Financial Wealth Management LLC––––Not filed
ClariVest Asset Management LLC––––Not filed