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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 37,946 | $11.3M | 0.31% | −5,518−12.7% | Reduced |
| Walleye Trading LLC | 37,807 | $11.2M | 0.22% | −291,782−88.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,670 | $11.2M | 0.27% | −83−0.2% | Reduced |
| Jones Financial Companies LLLP | 37,497 | $11.1M | 0.01% | +12,035+47.3% | Added |
| Family Capital Trust Co | 37,178 | $11.0M | 3.74% | −2,457−6.2% | Reduced |
| Empowered Funds, LLC | 36,765 | $10.9M | 0.16% | +22,474+157.3% | Added |
| CX Institutional | 36,307 | $10.8M | 0.43% | −3,528−8.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 36,093 | $10.7M | 3.52% | 00.0% | Unchanged |
| Jacobs & Co | 35,899 | $10.7M | 1.08% | −2,413−6.3% | Reduced |
| Norinchukin Bank, The | 35,345 | $10.5M | 0.22% | +1,393+4.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 35,312 | $10.5M | 0.11% | +35,312 | New |
| Unison Asset Management LLC | 34,859 | $10.3M | 5.07% | +855+2.5% | Added |
| Seizert Capital Partners, LLC | 34,793 | $10.3M | 0.47% | −90−0.3% | Reduced |
| Martin Investment Management, LLC | 34,702 | $10.3M | 2.83% | −6,398−15.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 34,655 | $10.3M | 0.16% | −130−0.4% | Reduced |
| Meyer Handelman Co | 34,501 | $10.2M | 0.35% | −80.0% | Reduced |
| Hartford Investment Management Co | 34,422 | $10.2M | 0.33% | −924−2.6% | Reduced |
| Boston Common Asset Management, LLC | 34,418 | $10.2M | 0.30% | −3,368−8.9% | Reduced |
| Headinvest, LLC | 34,416 | $10.2M | 1.93% | −1,441−4.0% | Reduced |
| Family Management Corp | 34,331 | $10.2M | 1.65% | +12,152+54.8% | Added |
| Rodgers Brothers Inc. | 34,207 | $10.2M | 1.32% | 00.0% | Unchanged |
| SP Asset Management LLC | 33,852 | $10.0M | 0.84% | −783−2.3% | Reduced |
| Winslow Asset Management Inc | 33,705 | $10.0M | 1.99% | −1,380−3.9% | Reduced |
| Woodline Partners LP | 33,421 | $9.92M | 0.07% | +33,421 | New |
| D.A. Davidson & Co. | 33,311 | $9.89M | 0.08% | +452+1.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,250 | $9.87M | 2.86% | −20−0.1% | Reduced |
| Banyan Capital Management, Inc. | 33,170 | $9.84M | 5.91% | −1,788−5.1% | Reduced |
| Bryn Mawr Trust Co | 32,939 | $9.78M | 0.18% | +1,511+4.8% | Added |
| HighPoint Advisor Group LLC | 31,413 | $9.72M | 0.53% | +1,143+3.8% | Added |
| Exchange Traded Concepts, LLC | 32,638 | $9.69M | 0.20% | −40,234−55.2% | Reduced |
| Stokes Capital Advisors, LLC | 32,590 | $9.67M | 2.50% | −568−1.7% | Reduced |
| DCM Advisors, LLC | 32,604 | $9.65M | 4.53% | +2,274+7.5% | Added |
| Fundamentun, LLC | 32,388 | $9.61M | 0.58% | −2,336−6.7% | Reduced |
| KMG Fiduciary Partners, LLC | 32,127 | $9.54M | 0.79% | −621−1.9% | Reduced |
| LB Partners LLC | 32,000 | $9.50M | 7.12% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 31,990 | $9.49M | 2.82% | +243+0.8% | Added |
| NEOS Investment Management LLC | 31,954 | $9.48M | 0.22% | +7,461+30.5% | Added |
| Letson Investment Management, Inc. | 31,847 | $9.45M | 3.82% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 31,800 | $9.44M | 0.38% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 31,600 | $9.38M | 1.14% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 31,550 | $9.36M | 0.19% | +31,550 | New |
| Legacy Trust | 31,475 | $9.34M | 2.17% | −73−0.2% | Reduced |
| Wellington Shields Capital Management, LLC | 179,359 | $9.34M | 1.65% | +147,929+470.7% | Added |
| 1st Source Bank | 31,354 | $9.31M | 0.53% | −558−1.7% | Reduced |
| Highland Capital Management, LLC | 30,967 | $9.19M | 0.53% | −6,457−17.3% | Reduced |
| Bensler, LLC | 30,585 | $9.08M | 1.08% | +1,010+3.4% | Added |
| Stratos Wealth Partners, LTD. | 30,438 | $9.03M | 0.13% | +565+1.9% | Added |
| Maryland State Retirement & Pension System | 30,203 | $8.96M | 0.19% | −2,148−6.6% | Reduced |
| Ceera Investments, LLC | 30,076 | $8.93M | 3.06% | −632−2.1% | Reduced |
| St Germain D J Co Inc | 30,004 | $8.90M | 0.40% | −1,932−6.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 30,000 | $8.90M | 0.09% | +30,000 | New |
| Contravisory Investment Management, Inc. | 29,960 | $8.89M | 1.90% | −72−0.2% | Reduced |
| Pavion Blue Capital, LLC | 29,947 | $8.89M | 4.17% | −242−0.8% | Reduced |
| Securian Asset Management, Inc | 29,910 | $8.88M | 0.26% | −1,152−3.7% | Reduced |
| Louisiana State Employees Retirement System | 29,900 | $8.87M | 0.17% | −1,700−5.4% | Reduced |
| Central Trust Co | 29,892 | $8.87M | 0.22% | +144+0.5% | Added |
| Metis Global Partners, LLC | 29,888 | $8.87M | 0.27% | +1,552+5.5% | Added |
| Advisory Services Network, LLC | 29,872 | $8.87M | 0.17% | +4,288+16.8% | Added |
| CWM, LLC | 29,799 | $8.84M | 0.04% | +6,816+29.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 29,500 | $8.76M | 0.90% | +29,500 | New |
| Amica Mutual Insurance Co | 29,343 | $8.71M | 0.89% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 29,323 | $8.70M | 3.14% | +406+1.4% | Added |
| Guardian Partners Inc. | 28,719 | $8.70M | 0.89% | +28,719 | New |
| Atlantic Union Bankshares Corp | 29,098 | $8.64M | 0.50% | −404−1.4% | Reduced |
| Birch Financial Group, LLC | 29,033 | $8.62M | 9.70% | +29,033 | New |
| Lombard Odier Asset Management (Europe) Ltd | 28,988 | $8.60M | 0.55% | 00.0% | Unchanged |
| Dnca Finance | 28,724 | $8.52M | 0.66% | +28,724 | New |
| Redwood Grove Capital, LLC | 28,672 | $8.51M | 2.64% | −34,108−54.3% | Reduced |
| McMahon Financial Advisors, LLC | 28,473 | $8.45M | 2.16% | +3,914+15.9% | Added |
| Northwest & Ethical Investments L.P. | 28,415 | $8.43M | 0.23% | −14,335−33.5% | Reduced |
| Avitas Wealth Management LLC | 28,283 | $8.39M | 1.16% | +207+0.7% | Added |
| Boyd Watterson Asset Management LLC | 28,188 | $8.37M | 2.33% | −162−0.6% | Reduced |
| Artemis Investment Management LLP | 28,155 | $8.36M | 0.12% | +6,450+29.7% | Added |
| Adviser Investments LLC | 27,854 | $8.27M | 0.10% | +818+3.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $8.18M | 0.58% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 27,555 | $8.18M | 0.07% | −2,482−8.3% | Reduced |
| Triglav Skladi, D.O.O. | 27,500 | $8.16M | 0.64% | +27,500 | New |
| Bearing Point Capital, LLC | 27,223 | $8.08M | 1.68% | +27,223 | New |
| Meitav Dash Investments Ltd | 27,136 | $8.06M | 0.14% | +11,211+70.4% | Added |
| Coastline Trust Co | 26,919 | $7.99M | 0.94% | −161−0.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 26,849 | $7.97M | 1.98% | −557−2.0% | Reduced |
| New Mexico Educational Retirement Board | 26,763 | $7.94M | 0.27% | −1,000−3.6% | Reduced |
| TownSquare Capital, LLC | 26,730 | $7.93M | 0.09% | −13,792−34.0% | Reduced |
| Heritage Trust Co | 26,663 | $7.91M | 0.93% | +26,663 | New |
| Ieq Capital, LLC | 26,654 | $7.91M | 0.08% | −5,230−16.4% | Reduced |
| EP Wealth Advisors, LLC | 26,641 | $7.91M | 0.06% | +5,253+24.6% | Added |
| Assenagon Asset Management S.A. | 26,370 | $7.83M | 0.01% | −655−2.4% | Reduced |
| Avantax Advisory Services, Inc. | 26,315 | $7.81M | 0.05% | +1,564+6.3% | Added |
| Asset Dedication, LLC | 26,306 | $7.81M | 0.61% | −5,055−16.1% | Reduced |
| L & S Advisors Inc | 26,160 | $7.76M | 0.85% | −2,177−7.7% | Reduced |
| NewEdge Wealth, LLC | 26,102 | $7.75M | 0.13% | +1,471+6.0% | Added |
| Reliant Investment Management, LLC | 26,084 | $7.74M | 3.42% | +435+1.7% | Added |
| Scotia Capital Inc. | 25,983 | $7.71M | 0.04% | +3,137+13.7% | Added |
| E. Ohman J:or Asset Management AB | 25,970 | $7.71M | 0.18% | +2,570+11.0% | Added |
| L1 Capital International Pty Ltd | 25,952 | $7.70M | 2.37% | −5,289−16.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 25,904 | $7.70M | 2.06% | +373+1.5% | Added |
| Chatham Capital Group, Inc. | 25,867 | $7.68M | 1.26% | +471+1.9% | Added |
| Foster Group, Inc. | 25,841 | $7.67M | 0.29% | −31−0.1% | Reduced |
| Oddo BHF Asset Management SAS | 25,728 | $7.64M | 0.39% | +4,713+22.4% | Added |
| AMG National Trust Bank | 25,663 | $7.62M | 0.21% | +40+0.2% | Added |