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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 56,858 | $16.9M | 0.02% | +563+1.0% | Added |
| Kestra Advisory Services, LLC | 56,674 | $16.8M | 0.09% | −22,336−28.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 56,599 | $16.8M | 0.17% | −16,038−22.1% | Reduced |
| Laffer Tengler Investments | 56,411 | $16.7M | 3.29% | +6,709+13.5% | Added |
| Silvercrest Asset Management Group LLC | 56,334 | $16.7M | 0.11% | −960−1.7% | Reduced |
| Quantinno Capital Management LP | 56,156 | $16.7M | 0.16% | +19,745+54.2% | Added |
| Cresset Asset Management, LLC | 56,061 | $16.6M | 0.08% | −45,806−45.0% | Reduced |
| GHP Investment Advisors, Inc. | 55,814 | $16.6M | 0.77% | −1,179−2.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 55,581 | $16.5M | 1.09% | −2,709−4.6% | Reduced |
| Carret Asset Management, LLC | 55,241 | $16.4M | 1.80% | −1,464−2.6% | Reduced |
| Tocqueville Asset Management L.P. | 54,809 | $16.3M | 0.26% | −38−0.1% | Reduced |
| Private Advisor Group, LLC | 54,784 | $16.3M | 0.09% | −939−1.7% | Reduced |
| Sienna Gestion | 54,658 | $16.2M | 1.09% | 00.0% | Unchanged |
| Willis Investment Counsel | 53,983 | $16.0M | 1.05% | +1,361+2.6% | Added |
| Davenport & Co LLC | 53,358 | $15.8M | 0.09% | +230+0.4% | Added |
| Calamos Wealth Management LLC | 53,286 | $15.8M | 0.79% | +264+0.5% | Added |
| Cullinan Associates Inc | 53,101 | $15.8M | 1.01% | −8,047−13.2% | Reduced |
| Erste Asset Management GmbH | 51,984 | $15.7M | 0.19% | +24,654+90.2% | Added |
| Mizuho Securities USA LLC | 52,745 | $15.7M | 0.29% | +16,327+44.8% | Added |
| Chemistry Wealth Management LLC | 51,941 | $15.4M | 3.61% | −110−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 51,902 | $15.4M | 0.33% | −2,806−5.1% | Reduced |
| Diversified Trust Co | 51,846 | $15.4M | 0.38% | −412−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 50,896 | $15.2M | 0.02% | −4,157−7.6% | Reduced |
| New Age Alpha Advisors, LLC | 51,162 | $15.2M | 0.61% | +51,118+116,177.3% | Added |
| Eagle Rock Investment Company, LLC | 51,115 | $15.2M | 2.52% | −144−0.3% | Reduced |
| Griffin Asset Management, Inc. | 50,926 | $15.1M | 1.78% | −359−0.7% | Reduced |
| Sandy Spring Bank | 50,705 | $15.0M | 0.61% | −1,181−2.3% | Reduced |
| Greystone Financial Group, LLC | 50,093 | $14.9M | 2.59% | +697+1.4% | Added |
| Atria Investments LLC | 50,085 | $14.9M | 0.18% | +1,064+2.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 50,060 | $14.9M | 0.68% | −6,230−11.1% | Reduced |
| Argent Trust Co | 50,057 | $14.9M | 0.61% | −683−1.3% | Reduced |
| Oppenheimer & Co Inc | 50,009 | $14.8M | 0.22% | +4,959+11.0% | Added |
| Perennial Advisors, LLC | 49,942 | $14.8M | 3.23% | +49,942 | New |
| Narwhal Capital Management | 49,567 | $14.7M | 1.30% | −1,464−2.9% | Reduced |
| Marsico Capital Management LLC | 49,394 | $14.7M | 0.40% | +31,539+176.6% | Added |
| Anchor Capital Advisors LLC | 49,017 | $14.5M | 0.41% | −12,392−20.2% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $14.5M | 2.82% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 48,586 | $14.4M | 0.34% | +42,669+721.1% | Added |
| Dorsey & Whitney Trust CO LLC | 48,424 | $14.4M | 0.79% | −2,943−5.7% | Reduced |
| Sky Investment Group LLC | 48,302 | $14.3M | 2.62% | −502−1.0% | Reduced |
| Gradient Investments LLC | 48,266 | $14.3M | 0.29% | −5,689−10.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 47,949 | $14.2M | 0.45% | +1,785+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 47,862 | $14.2M | 0.54% | +4,739+11.0% | Added |
| Oregon Public Employees Retirement Fund | 47,715 | $14.2M | 0.26% | −341−0.7% | Reduced |
| Clifford Capital Partners LLC | 47,691 | $14.2M | 2.93% | −1,764−3.6% | Reduced |
| Univest Financial Corp | 47,624 | $14.1M | 0.89% | −1,850−3.7% | Reduced |
| Choate Investment Advisors | 47,604 | $14.1M | 0.34% | −10,175−17.6% | Reduced |
| Fishman Jay A Ltd | 47,542 | $14.1M | 1.32% | −80−0.2% | Reduced |
| ING Groep NV | 47,190 | $14.0M | 0.09% | +29,732+170.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $13.9M | 0.12% | +20,000+74.1% | Added |
| Klingenstein Fields & Co LP | 46,416 | $13.8M | 0.56% | −1,806−3.7% | Reduced |
| 2Xideas AG | 46,381 | $13.8M | 1.84% | +13,173+39.7% | Added |
| Drexel Morgan & Co. | 45,918 | $13.6M | 2.81% | −25,000−35.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 45,623 | $13.5M | 1.53% | −2,913−6.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 45,422 | $13.5M | 0.96% | +565+1.3% | Added |
| Neville Rodie & Shaw Inc | 44,570 | $13.2M | 0.96% | −100.0% | Reduced |
| Gulf International Bank (UK) Ltd | 44,367 | $13.2M | 0.33% | −507−1.1% | Reduced |
| Pacer Advisors, Inc. | 44,162 | $13.1M | 0.03% | +2,510+6.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 42,811 | $12.9M | 0.15% | +11,359+36.1% | Added |
| TrimTabs Asset Management, LLC | 43,121 | $12.8M | 1.68% | +13,640+46.3% | Added |
| Investment Management Corp of Ontario | 43,056 | $12.8M | 0.42% | +18,615+76.2% | Added |
| Mirova | 42,900 | $12.7M | 2.20% | +943+2.2% | Added |
| Clearstead Advisors, LLC | 42,894 | $12.7M | 0.19% | −4,041−8.6% | Reduced |
| NFC Investments, LLC | 42,325 | $12.6M | 3.47% | −282−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 42,296 | $12.6M | 0.19% | +2,916+7.4% | Added |
| Searle & Co. | 42,199 | $12.5M | 3.61% | +670+1.6% | Added |
| Van Cleef Asset Management,Inc | 42,142 | $12.5M | 1.37% | +23+0.1% | Added |
| Congress Wealth Management LLC | 42,095 | $12.5M | 0.17% | −27,462−39.5% | Reduced |
| Atria Wealth Solutions, Inc. | 42,063 | $12.5M | 0.14% | +1,747+4.3% | Added |
| Bessemer Group Inc | 41,828 | $12.4M | 0.02% | +961+2.4% | Added |
| Kinneret Advisory, LLC | 41,798 | $12.4M | 1.17% | −1,947−4.5% | Reduced |
| Brown Brothers Harriman & Co | 41,690 | $12.4M | 0.09% | +121+0.3% | Added |
| M. Kulyk & Associates, LLC | 41,465 | $12.3M | 2.66% | −3,661−8.1% | Reduced |
| NatWest Group plc | 41,410 | $12.3M | 3.64% | +37+0.1% | Added |
| Fiera Capital Corp | 41,324 | $12.3M | 0.04% | +6,400+18.3% | Added |
| Savant Capital, LLC | 41,319 | $12.3M | 0.10% | +156+0.4% | Added |
| Financial Avengers, Inc. | 41,215 | $12.2M | 5.77% | −2,601−5.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 41,010 | $12.2M | 3.22% | −530−1.3% | Reduced |
| WoodTrust Financial Corp | 41,006 | $12.2M | 1.71% | −326−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 40,989 | $12.2M | 0.24% | −7,054−14.7% | Reduced |
| Avanza Fonder AB | 40,711 | $12.1M | 0.36% | +40,711 | New |
| Kestra Private Wealth Services, LLC | 40,671 | $12.1M | 0.21% | −2,086−4.9% | Reduced |
| Radnor Capital Management, LLC | 40,434 | $12.0M | 2.01% | −5,485−11.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 40,431 | $12.0M | 7.49% | +40,431 | New |
| Buckingham Capital Management, Inc. | 40,425 | $12.0M | 1.38% | −1,687−4.0% | Reduced |
| Independent Advisor Alliance | 40,323 | $12.0M | 0.16% | +2,003+5.2% | Added |
| Grimes & Company, Inc. | 40,118 | $11.9M | 0.34% | −579−1.4% | Reduced |
| Great West Life Assurance Co | 40,079 | $11.9M | 0.02% | −38,849−49.2% | Reduced |
| Shelter Mutual Insurance Co | 39,885 | $11.8M | 2.95% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 39,734 | $11.8M | 0.17% | −4,441−10.1% | Reduced |
| Davy Global Fund Management Ltd | 39,256 | $11.7M | 1.38% | −6,033−13.3% | Reduced |
| Benjamin Edwards Inc | 39,144 | $11.6M | 0.17% | +1,495+4.0% | Added |
| Silicon Valley Capital Partners | 39,081 | $11.6M | 1.29% | −1,413−3.5% | Reduced |
| Ironwood Investment Counsel, LLC | 39,002 | $11.6M | 1.98% | −774−1.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 38,969 | $11.6M | 1.01% | −470−1.2% | Reduced |
| NWF Advisory Services Inc. | 38,799 | $11.5M | 1.69% | +3,530+10.0% | Added |
| Stansberry Asset Management, LLC | 38,780 | $11.5M | 1.49% | −1,059−2.7% | Reduced |
| Shelton Capital Management | 38,626 | $11.5M | 0.29% | +8,018+26.2% | Added |
| Kentucky Retirement Systems | 38,594 | $11.5M | 0.34% | −532−1.4% | Reduced |
| Vontobel Holding Ltd. | 38,576 | $11.4M | 0.04% | −504−1.3% | Reduced |