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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 106,620 | $31.6M | 1.47% | +14,111+15.3% | Added |
| DnB Asset Management AS | 106,468 | $31.6M | 0.14% | +4,033+3.9% | Added |
| Paralel Advisors LLC | 105,000 | $31.2M | 1.33% | 00.0% | Unchanged |
| Country Trust Bank | 103,766 | $30.8M | 0.77% | −15,407−12.9% | Reduced |
| Noesis Capital Mangement Corp | 103,686 | $30.8M | 5.87% | +61+0.1% | Added |
| CIBC Asset Management Inc | 102,515 | $30.4M | 0.10% | −3,643−3.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 101,324 | $30.1M | 0.44% | +648+0.6% | Added |
| AMF Pensionsforsakring AB | 100,833 | $29.9M | 0.21% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 100,863 | $29.9M | 0.30% | +3,200+3.3% | Added |
| Xponance, Inc. | 100,580 | $29.9M | 0.27% | +373+0.4% | Added |
| Dana Investment Advisors, Inc. | 100,371 | $29.8M | 0.98% | −1,600−1.6% | Reduced |
| Berkley W R Corp | 100,000 | $29.7M | 1.68% | +100,000 | New |
| Crossmark Global Holdings, Inc. | 99,625 | $29.6M | 0.54% | −1,002−1.0% | Reduced |
| Investment House LLC | 99,605 | $29.6M | 1.61% | +818+0.8% | Added |
| Flossbach Von Storch AG | 99,553 | $29.5M | 0.12% | −58,106−36.9% | Reduced |
| United Capital Financial Advisers, LLC | 99,209 | $29.4M | 0.25% | −1,096−1.1% | Reduced |
| Henshaw Capital LLC | 98,805 | $29.3M | 1.22% | 00.0% | Unchanged |
| Andra AP-fonden | 95,848 | $28.4M | 0.46% | −300−0.3% | Reduced |
| Coleford Investment Management Ltd. | 93,613 | $27.8M | 7.33% | +93,613 | New |
| Utah Retirement Systems | 93,022 | $27.6M | 0.30% | +100+0.1% | Added |
| Bragg Financial Advisors, Inc | 92,458 | $27.4M | 1.11% | −3,277−3.4% | Reduced |
| Polar Capital Holdings Plc | 92,177 | $27.4M | 0.15% | +61,334+198.9% | Added |
| Varma Mutual Pension Insurance Co | 91,835 | $27.3M | 0.21% | −34,800−27.5% | Reduced |
| Quilter Plc | 90,172 | $26.8M | 0.53% | −5,255−5.5% | Reduced |
| Tiaa Trust, National Association | 90,095 | $26.7M | 0.08% | −5,417−5.7% | Reduced |
| Welch & Forbes LLC | 89,872 | $26.7M | 0.34% | +98+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 88,765 | $26.6M | 0.11% | +9,268+11.7% | Added |
| Tweedy, Browne Co LLC | 89,548 | $26.6M | 1.79% | −10,489−10.5% | Reduced |
| MAI Capital Management | 89,304 | $26.5M | 0.20% | +24,828+38.5% | Added |
| Delta Global Management LP | 88,597 | $26.3M | 2.18% | −73,288−45.3% | Reduced |
| Fiduciary Trust Co | 88,136 | $26.2M | 0.35% | +102+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,621 | $26.0M | 0.09% | −24,538−21.9% | Reduced |
| PGGM Investments | 87,571 | $26.0M | 0.35% | +805+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 86,623 | $25.7M | 0.05% | +374+0.4% | Added |
| LVM Capital Management Ltd | 86,344 | $25.6M | 2.76% | +2,557+3.1% | Added |
| Citizens Financial Group Inc | 86,149 | $25.6M | 0.50% | −392−0.5% | Reduced |
| Prudential PLC | 85,001 | $25.2M | 0.13% | +12,436+17.1% | Added |
| HM Payson & Co | 84,496 | $25.1M | 0.43% | +3,182+3.9% | Added |
| New York Life Investment Management LLC | 82,818 | $24.6M | 0.24% | −680−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 82,181 | $24.4M | 0.73% | −1,998−2.4% | Reduced |
| Brookstone Capital Management | 81,953 | $24.3M | 0.35% | +3,672+4.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 81,886 | $24.3M | 0.39% | +81,886 | New |
| Police & Firemen's Retirement System of New Jersey | 81,781 | $24.3M | 0.24% | +81,781 | New |
| Cobblestone Capital Advisors LLC | 81,726 | $24.3M | 1.32% | −1,868−2.2% | Reduced |
| Baxter Bros Inc | 79,646 | $23.6M | 3.09% | −181−0.2% | Reduced |
| State of Alaska, Department of Revenue | 79,451 | $23.6M | 0.26% | +11,090+16.2% | Added |
| Franklin Street Advisors Inc | 79,371 | $23.6M | 1.57% | −12,299−13.4% | Reduced |
| Beacon Pointe Advisors, LLC | 78,081 | $23.2M | 0.26% | −5,474−6.6% | Reduced |
| MML Investors Services, LLC | 78,008 | $23.2M | 0.08% | −3,335−4.1% | Reduced |
| Balyasny Asset Management LLC | 77,762 | $23.1M | 0.05% | −36,121−31.7% | Reduced |
| Yousif Capital Management, LLC | 77,422 | $23.0M | 0.25% | −589−0.8% | Reduced |
| Ethic Inc. | 77,315 | $22.9M | 0.46% | +7,953+11.5% | Added |
| O'Shaughnessy Asset Management, LLC | 77,290 | $22.9M | 0.19% | +6,058+8.5% | Added |
| Founders Capital Management, LLC | 77,269 | $22.9M | 4.02% | −1,461−1.9% | Reduced |
| Abner Herrman & Brock LLC | 75,601 | $22.4M | 2.79% | −2,007−2.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 75,267 | $22.3M | 0.44% | +75+0.1% | Added |
| SG Americas Securities, LLC | 73,387 | $21.8M | 0.09% | −336,989−82.1% | Reduced |
| Hancock Whitney Corp | 73,013 | $21.7M | 0.69% | +640+0.9% | Added |
| GWM Advisors LLC | 71,776 | $21.3M | 0.13% | −1,392−1.9% | Reduced |
| Marco Investment Management LLC | 71,459 | $21.2M | 1.83% | −2,245−3.0% | Reduced |
| Penserra Capital Management LLC | 71,396 | $21.2M | 0.39% | +1,233+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 71,367 | $21.2M | 0.19% | −57,844−44.8% | Reduced |
| Nissay Asset Management Corp | 69,693 | $21.0M | 0.13% | −1,138−1.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 70,114 | $20.8M | 1.86% | −526−0.7% | Reduced |
| Parthenon LLC | 69,632 | $20.7M | 2.50% | +792+1.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 69,456 | $20.6M | 0.07% | −28,965−29.4% | Reduced |
| Wealthfront Advisers LLC | 69,201 | $20.5M | 0.06% | +6,505+10.4% | Added |
| Assetmark, Inc | 69,073 | $20.5M | 0.06% | +2,048+3.1% | Added |
| Moran Wealth Management, LLC | 68,841 | $20.4M | 0.65% | +44,987+188.6% | Added |
| JustInvest LLC | 68,839 | $20.4M | 0.31% | +250+0.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 68,653 | $20.4M | 3.44% | −2,215−3.1% | Reduced |
| Whittier Trust Co | 68,330 | $20.3M | 0.27% | −539−0.8% | Reduced |
| Wolverine Trading, LLC | 67,929 | $20.2M | 0.45% | +66,449+4,489.8% | Added |
| Brinker Capital Investments, LLC | 67,517 | $20.0M | 0.20% | −10,796−13.8% | Reduced |
| Orion Portfolio Solutions, LLC | 67,517 | $20.0M | 0.20% | −10,796−13.8% | Reduced |
| United Services Automobile Association | 66,800 | $19.8M | 0.65% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 66,670 | $19.8M | 0.21% | −2,491−3.6% | Reduced |
| Eagle Global Advisors LLC | 66,027 | $19.6M | 0.80% | +300.0% | Added |
| Hamilton Point Investment Advisors, LLC | 65,627 | $19.5M | 3.51% | +112+0.2% | Added |
| Connors Investor Services Inc | 65,551 | $19.5M | 1.82% | −602−0.9% | Reduced |
| Payden & Rygel | 64,800 | $19.2M | 1.66% | −2,500−3.7% | Reduced |
| Ofi Invest Asset Management | 67,035 | $19.2M | 0.45% | +67,035 | New |
| Abn Amro Investment Solutions | 64,618 | $19.2M | 0.36% | −2,288−3.4% | Reduced |
| Shayne & Co., LLC | 63,332 | $18.8M | 4.92% | −750−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 63,058 | $18.7M | 0.27% | −218−0.3% | Reduced |
| GDS Wealth Management | 62,468 | $18.5M | 1.69% | +2,231+3.7% | Added |
| Wesleyan Assurance Society | 62,345 | $18.5M | 1.42% | −3,555−5.4% | Reduced |
| Sprucegrove Investment Management Ltd | 62,197 | $18.5M | 1.32% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 61,753 | $18.3M | 1.01% | −2,697−4.2% | Reduced |
| Equitable Trust Co | 61,382 | $18.2M | 1.02% | −1,581−2.5% | Reduced |
| Rice Partnership, LLC | 61,027 | $18.1M | 3.45% | +1,258+2.1% | Added |
| Lido Advisors, LLC | 61,000 | $18.1M | 0.11% | −7,138−10.5% | Reduced |
| Prana Capital Management, LP | 59,552 | $17.7M | 0.84% | +59,552 | New |
| Panagora Asset Management Inc | 59,097 | $17.5M | 0.08% | +42,897+264.8% | Added |
| Generali Asset Management SPA SGR | 58,667 | $17.4M | 0.44% | +58,667 | New |
| Matthew Goff Investment Advisor, LLC | 58,347 | $17.3M | 3.22% | −377−0.6% | Reduced |
| Torray LLC | 58,287 | $17.3M | 2.48% | −7,963−12.0% | Reduced |
| Perigon Wealth Management, LLC | 55,443 | $17.3M | 0.42% | +680+1.2% | Added |
| HB Wealth Management, LLC | 57,774 | $17.1M | 0.18% | +211+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 57,360 | $17.0M | 0.25% | +3,160+5.8% | Added |