Skip to main content

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.

Institutional holdersQ4 2024: 2,642 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: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 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 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$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
Colony Group, LLC198,330$58.9M0.15%+42,468+27.2%Added
Janney Montgomery Scott LLC197,748$58.7M0.16%−6,610−3.2%Reduced
Global Frontier Investments LLC197,215$58.5M15.06%+197,215New
Zacks Investment Management196,418$58.3M0.54%−5,532−2.7%Reduced
Rafferty Asset Management, LLC196,338$58.3M0.21%+5,935+3.1%Added
GFI Investment Counsel Ltd.195,292$58.0M6.65%+7,468+4.0%Added
Jane Street Group, LLC192,204$57.0M0.09%+163,755+575.6%Added
Schwerin Boyle Capital Management Inc191,648$56.9M5.83%−1,200−0.6%Reduced
Cohen Klingenstein LLC186,922$55.5M1.90%−8,000−4.1%Reduced
Cookson Peirce & Co Inc185,588$55.1M2.50%+25,710+16.1%Added
Alberta Investment Management Corp185,000$54.9M0.37%−12,800−6.5%Reduced
Fifth Third Bancorp183,860$54.6M0.20%−14,037−7.1%Reduced
Border to Coast Pensions Partnership Ltd181,754$53.9M1.06%00.0%Unchanged
Ninety One UK Ltd178,118$52.9M0.14%−1,517−0.8%Reduced
Roffman Miller Associates Inc175,380$52.1M3.20%−8,112−4.4%Reduced
ZWJ Investment Counsel Inc174,862$51.9M2.14%−2,572−1.4%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.174,093$51.8M0.54%+6,662+4.0%Added
M&T Bank Corp174,598$51.8M0.17%+648+0.4%Added
Dundas Partners LLP174,436$51.8M3.63%00.0%Unchanged
Millennium Management LLC172,239$51.1M0.04%−198,393−53.5%Reduced
Resona Asset Management Co.,Ltd.170,400$50.7M0.30%−10,427−5.8%Reduced
Creative Planning170,513$50.6M0.05%+9,482+5.9%Added
Nearwater Capital Markets, Ltd170,000$50.5M1.44%+170,000New
Forsta Ap-Fonden168,400$50.0M0.36%−1,400−0.8%Reduced
Toroso Investments, LLC166,648$49.5M0.41%+122,258+275.4%Added
Pinnacle Associates Ltd166,073$49.3M0.67%−26,741−13.9%Reduced
Raiffeisen Bank International AG165,693$49.3M0.75%+165,693New
Heritage Investors Management Corp165,391$49.1M1.58%−3,595−2.1%Reduced
Amussen Hunsaker Associates LLC165,171$49.0M6.92%+1,008+0.6%Added
Skandinaviska Enskilda Banken AB (publ)163,920$49.0M0.22%+45,011+37.9%Added
Arizona State Retirement System164,774$48.9M0.30%−276−0.2%Reduced
Pinnacle Financial Partners Inc165,275$48.9M0.99%−389−0.2%Reduced
Johnson Investment Counsel Inc164,605$48.9M0.48%−3,958−2.3%Reduced
Comerica Bank164,456$48.8M0.20%+726+0.4%Added
Nomura Holdings Inc163,674$48.6M0.26%+155,187+1,828.5%Added
Clarkston Capital Partners, LLC161,912$48.1M0.92%−5,710−3.4%Reduced
Baird Financial Group, Inc.160,544$47.6M0.09%+11,852+8.0%Added
J. L. Bainbridge & Co., Inc.159,272$47.3M4.46%−809−0.5%Reduced
Lord, Abbett & Co. LLC158,962$47.2M0.15%−4,585−2.8%Reduced
Corebridge Financial, Inc.158,580$47.1M0.25%−4,891−3.0%Reduced
Voya Investment Management LLC157,889$46.9M0.05%−12,048−7.1%Reduced
Barr E S & Co157,004$46.6M2.76%−1,085−0.7%Reduced
DekaBank Deutsche Girozentrale155,374$46.6M0.09%00.0%Unchanged
MetLife Investment Management156,659$46.5M0.25%+1,045+0.7%Added
Advisor Group Holdings, Inc.188,918$45.3M0.10%+15,601+9.0%Added
State of Michigan Retirement System151,077$44.8M0.23%−1,900−1.2%Reduced
Daiwa Securities Group Inc.150,854$44.8M0.20%+3,281+2.2%Added
Central Securities Corp150,000$44.5M4.25%−20,000−11.8%Reduced
Strategic Wealth Designers440,806$44.4M2.84%+399,873+976.9%Added
Cerity Partners LLC152,682$44.4M0.10%+1,917+1.3%Added
Mediolanum International Funds Ltd149,291$44.3M0.58%+6,124+4.3%Added
Captrust Financial Advisors148,761$44.2M0.13%−710.0%Reduced
Mercer Global Advisors Inc147,289$43.7M0.11%+147,289New
Mariner, LLC146,179$43.4M0.07%+4,838+3.4%Added
Cetera Investment Advisers144,665$42.9M0.09%+778+0.5%Added
QRG Capital Management, Inc.140,041$41.6M0.43%+24,279+21.0%Added
Bradley Foster & Sargent Inc139,531$41.4M0.70%+3,041+2.2%Added
Aureus Asset Management, LLC137,803$40.9M2.64%−2,296−1.6%Reduced
Douglass Winthrop Advisors, LLC136,176$40.4M0.79%−2,600−1.9%Reduced
Cullen/Frost Bankers, Inc.136,031$40.4M0.55%−1,240−0.9%Reduced
Allworth Financial LP124,938$40.3M0.22%+3,830+3.2%Added
Huntington National Bank134,106$39.8M0.28%−2,012−1.5%Reduced
Martingale Asset Management L P133,695$39.7M0.97%−17,798−11.7%Reduced
Regions Financial Corp130,971$38.9M0.29%−2,677−2.0%Reduced
Marex Group plc130,582$38.8M0.66%+90,642+226.9%Added
Federation des caisses Desjardins du Quebec129,212$38.3M0.20%+5,028+4.0%Added
Williams Jones Wealth Management, LLC.128,836$38.2M0.46%−1,219−0.9%Reduced
Advisors Asset Management, Inc.128,685$38.2M0.70%−3,513−2.7%Reduced
Commerce Bank127,976$38.0M0.23%−724−0.6%Reduced
Schaper Benz & Wise Investment Counsel Inc127,716$37.9M3.04%−3,003−2.3%Reduced
Mill Capital Management, LLC126,390$37.5M2.96%−1,592−1.2%Reduced
Edgar Lomax Co123,415$36.6M2.36%−2,350−1.9%Reduced
Smith Group Asset Management, LLC122,225$36.3M2.67%+2,039+1.7%Added
Groupe la Francaise122,125$36.1M0.93%+122,125New
Czech National Bank120,663$35.8M0.33%+6,255+5.5%Added
Chilton Capital Management LLC120,645$35.8M1.51%+2,087+1.8%Added
Maple Capital Management, Inc.120,303$35.7M2.63%+667+0.6%Added
Greatmark Investment Partners, Inc.118,519$35.2M4.79%−4,237−3.5%Reduced
Achmea Investment Management B.V.118,476$35.2M0.58%+56,525+91.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys118,331$35.1M0.22%−3,928−3.2%Reduced
Intech Investment Management LLC117,846$35.0M0.34%−2,153−1.8%Reduced
Pinebridge Investments, L.P.116,752$34.7M0.26%−59,173−33.6%Reduced
Rheos Capital Works Inc.115,200$34.2M1.89%+16,500+16.7%Added
Clifford Swan Investment Counsel LLC114,992$34.1M1.23%−270.0%Reduced
Foster Dykema Cabot & Partners, LLC114,163$33.9M2.64%−202−0.2%Reduced
Destination Wealth Management113,561$33.7M1.05%−6,021−5.0%Reduced
Amalgamated Bank113,193$33.6M0.28%−2,848−2.5%Reduced
USS Investment Management Ltd111,776$33.2M0.24%−4,350−3.7%Reduced
CBOE Vest Financial, LLC111,576$33.1M0.59%+9,129+8.9%Added
Cambiar Investors LLC111,177$33.0M1.31%−47,607−30.0%Reduced
Pathstone Holdings, LLC110,511$32.8M0.14%−2,734−2.4%Reduced
IFM Investors Pty Ltd110,017$32.7M0.33%−9,702−8.1%Reduced
Capital Investment Advisors, LLC109,865$32.6M0.66%+3,224+3.0%Added
TD Waterhouse Canada Inc.109,611$32.5M0.26%+19,386+21.5%Added
British Columbia Investment Management Corp108,905$32.3M0.19%+12,853+13.4%Added
UniSuper Management Pty Ltd108,596$32.2M0.23%+6,322+6.2%Added
Factory Mutual Insurance Co108,500$32.2M0.35%00.0%Unchanged
Thomasville National Bank107,365$31.9M2.29%−3,081−2.8%Reduced
Swiss Life Asset Management Ltd107,052$31.7M0.23%+30,084+39.1%Added
Braun Stacey Associates Inc106,735$31.7M1.18%−1,257−1.2%Reduced