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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 25,485 | $7.56M | 0.07% | +3,923+18.2% | Added |
| Omers Administration Corp | 25,463 | $7.56M | 0.07% | +4,324+20.5% | Added |
| Arcadia Investment Management Corp | 25,365 | $7.53M | 1.20% | −469−1.8% | Reduced |
| Park Avenue Securities LLC | 25,266 | $7.50M | 0.08% | +8,862+54.0% | Added |
| AustralianSuper Pty Ltd | 25,266 | $7.50M | 0.04% | −16,147−39.0% | Reduced |
| Cary Street Partners Financial LLC | 25,117 | $7.45M | 0.24% | +25,117 | New |
| We Are One Seven, LLC | 25,046 | $7.43M | 0.29% | +12,405+98.1% | Added |
| Long Corridor Asset Management Ltd | 25,000 | $7.42M | 5.57% | 00.0% | Unchanged |
| First Interstate Bank | 24,962 | $7.41M | 0.45% | −656−2.6% | Reduced |
| Bokf, NA | 25,179 | $7.39M | 0.12% | +140+0.6% | Added |
| Adalta Capital Management LLC | 24,785 | $7.36M | 3.84% | −820−3.2% | Reduced |
| Milestone Asset Management, LLC | 24,642 | $7.31M | 1.62% | +3,103+14.4% | Added |
| Roundview Capital LLC | 24,626 | $7.31M | 0.51% | +89+0.4% | Added |
| Mirabaud Asset Management Ltd | 24,456 | $7.27M | 3.38% | −5,205−17.5% | Reduced |
| Hendershot Investments Inc. | 24,365 | $7.23M | 0.99% | −70.0% | Reduced |
| Venture Visionary Partners LLC | 23,998 | $7.12M | 0.30% | −253−1.0% | Reduced |
| Warther Private Wealth, LLC | 23,748 | $7.05M | 2.40% | −979−4.0% | Reduced |
| Shell Asset Management Co | 23,715 | $7.04M | 0.31% | +4,488+23.3% | Added |
| Synovus Financial Corp | 23,521 | $6.98M | 0.09% | +30+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 23,524 | $6.98M | 0.65% | −181−0.8% | Reduced |
| Community Financial Services Group, LLC | 23,457 | $6.96M | 1.38% | −53−0.2% | Reduced |
| Wisconsin Capital Management LLC | 23,427 | $6.95M | 3.82% | −342−1.4% | Reduced |
| RSM US Wealth Management LLC | 23,305 | $6.93M | 0.10% | +5,270+29.2% | Added |
| Silvant Capital Management LLC | 23,279 | $6.91M | 0.29% | −100−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 23,257 | $6.90M | 0.24% | −90.0% | Reduced |
| Trust Co of Vermont | 23,169 | $6.88M | 0.33% | −290−1.2% | Reduced |
| Longbow Finance SA | 23,144 | $6.87M | 0.75% | +1,096+5.0% | Added |
| Bretton Capital Management, LLC | 23,100 | $6.86M | 6.60% | 00.0% | Unchanged |
| Wedbush Securities Inc | 23,003 | $6.83M | 0.24% | −1,776−7.2% | Reduced |
| RBF Capital, LLC | 23,000 | $6.83M | 0.36% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22,946 | $6.81M | 0.32% | +352+1.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,919 | $6.80M | 0.71% | −2,906−11.3% | Reduced |
| Sandhill Capital Partners LLC | 22,846 | $6.78M | 0.53% | −313−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 22,812 | $6.77M | 0.13% | +553+2.5% | Added |
| Chicago Trust Co NA | 22,788 | $6.76M | 1.20% | −351−1.5% | Reduced |
| Grassi Investment Management | 22,460 | $6.67M | 0.57% | 00.0% | Unchanged |
| Bremer Bank National Association | 22,452 | $6.66M | 1.32% | +148+0.7% | Added |
| Hutner Capital Management Inc | 22,352 | $6.63M | 3.20% | −325−1.4% | Reduced |
| Plato Investment Management Ltd | 22,174 | $6.60M | 0.49% | −1,263−5.4% | Reduced |
| Condor Capital Management | 21,986 | $6.53M | 0.58% | −376−1.7% | Reduced |
| AlpenGlobal Capital LLC | 21,913 | $6.50M | 4.23% | +21,913 | New |
| Umb Bank N A | 21,858 | $6.49M | 0.10% | −275−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 21,834 | $6.48M | 0.16% | +3,005+16.0% | Added |
| Naples Global Advisors, LLC | 21,819 | $6.48M | 0.61% | −260−1.2% | Reduced |
| Greenleaf Trust | 21,746 | $6.45M | 0.06% | +310+1.4% | Added |
| Wetherby Asset Management Inc | 21,689 | $6.44M | 0.31% | −1,698−7.3% | Reduced |
| Fiduciary Group LLC | 21,400 | $6.35M | 0.64% | −56−0.3% | Reduced |
| Chapman Investment Management, LLC | 21,389 | $6.35M | 4.72% | +80.0% | Added |
| Kathleen S. Wright Associates Inc. | 20,427 | $6.22M | 2.59% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 20,961 | $6.22M | 1.30% | −1,589−7.0% | Reduced |
| CenterBook Partners LP | 20,895 | $6.20M | 0.37% | +6,120+41.4% | Added |
| Fort Sheridan Advisors LLC | 20,857 | $6.19M | 0.90% | −300−1.4% | Reduced |
| Trinity Legacy Partners, LLC | 20,827 | $6.18M | 1.59% | +491+2.4% | Added |
| Northstar Group, Inc. | 20,755 | $6.16M | 1.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 20,740 | $6.16M | 0.07% | −4,120−16.6% | Reduced |
| Salvus Wealth Management, LLC | 20,662 | $6.13M | 3.91% | −163−0.8% | Reduced |
| Banque Pictet & Cie SA | 20,538 | $6.10M | 0.06% | +20,538 | New |
| Concurrent Investment Advisors, LLC | 20,526 | $6.09M | 0.17% | +9,322+83.2% | Added |
| Bell Asset Management Ltd | 20,502 | $6.08M | 1.11% | −3,309−13.9% | Reduced |
| Stephens Inc | 20,465 | $6.07M | 0.09% | −128−0.6% | Reduced |
| Eventide Asset Management, LLC | 20,446 | $6.07M | 0.11% | +20,446 | New |
| Twin Tree Management, LP | 20,458 | $6.07M | 0.15% | −151,710−88.1% | Reduced |
| Patton Fund Management, Inc. | 20,370 | $6.05M | 1.18% | +20,370 | New |
| Empirical Finance, LLC | 20,145 | $5.98M | 0.35% | −299−1.5% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.97M | 2.00% | 00.0% | Unchanged |
| TKG Advisors, LLC | 18,454 | $5.93M | 2.73% | +557+3.1% | Added |
| DJE Kapital AG | 20,000 | $5.93M | 0.14% | +20,000 | New |
| LaFleur & Godfrey LLC | 19,914 | $5.91M | 0.81% | +40+0.2% | Added |
| CAPROCK Group, Inc. | 19,906 | $5.91M | 0.19% | +19,906 | New |
| Verition Fund Management LLC | 19,895 | $5.90M | 0.03% | +15,216+325.2% | Added |
| CSM Advisors, LLC | 19,825 | $5.89M | 0.28% | +455+2.3% | Added |
| Karani Asset Management LLC | 19,748 | $5.86M | 5.47% | +19,748 | New |
| Everence Capital Management Inc | 19,704 | $5.85M | 0.38% | +1,450+7.9% | Added |
| Modera Wealth Management, LLC | 19,533 | $5.80M | 0.07% | +208+1.1% | Added |
| Snowden Capital Advisors LLC | 19,512 | $5.79M | 0.18% | +67+0.3% | Added |
| Capital International Inc | 19,503 | $5.79M | 0.07% | +5,279+37.1% | Added |
| LGT Group Foundation | 19,353 | $5.74M | 0.09% | +564+3.0% | Added |
| JLB & Associates Inc | 19,123 | $5.68M | 0.77% | −790−4.0% | Reduced |
| Ballentine Partners, LLC | 19,091 | $5.67M | 0.10% | −536−2.7% | Reduced |
| F/M Investments LLC | 19,045 | $5.65M | 0.21% | +1,456+8.3% | Added |
| BFSG, LLC | 19,029 | $5.65M | 0.66% | −830−4.2% | Reduced |
| Game Plan Financial Advisors, LLC | 18,982 | $5.64M | 2.67% | +2,826+17.5% | Added |
| NBT Bank N A | 18,972 | $5.63M | 0.39% | −412−2.1% | Reduced |
| Sumitomo Life Insurance Co | 18,921 | $5.62M | 0.11% | −286−1.5% | Reduced |
| First Hawaiian Bank | 18,905 | $5.61M | 0.18% | −1,791−8.7% | Reduced |
| Hi-Line Capital Management, LLC | 18,887 | $5.61M | 2.45% | −2,630−12.2% | Reduced |
| Welch Group, LLC | 18,823 | $5.60M | 0.25% | +323+1.7% | Added |
| Insight Wealth Strategies, LLC | 18,759 | $5.57M | 0.75% | −877−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 18,717 | $5.56M | 0.07% | −2,588−12.1% | Reduced |
| Walleye Capital LLC | 18,662 | $5.54M | 0.05% | −194,285−91.2% | Reduced |
| Jag Capital Management, LLC | 18,482 | $5.49M | 0.77% | +285+1.6% | Added |
| Courier Capital LLC | 18,468 | $5.48M | 0.38% | −12−0.1% | Reduced |
| Caldwell Trust Co | 18,456 | $5.48M | 0.57% | +1,137+6.6% | Added |
| Equitable Holdings, Inc. | 18,378 | $5.45M | 0.05% | +279+1.5% | Added |
| Verdence Capital Advisors LLC | 18,362 | $5.45M | 0.44% | +227+1.3% | Added |
| Morton Community Bank | 18,355 | $5.45M | 1.44% | −45−0.2% | Reduced |
| Mount Vernon Associates Inc | 18,317 | $5.44M | 4.24% | −24−0.1% | Reduced |
| NewSquare Capital LLC | 18,282 | $5.43M | 0.43% | +18,282 | New |
| Selway Asset Management | 18,272 | $5.42M | 2.13% | +100+0.6% | Added |
| Integrated Wealth Concepts LLC | 18,268 | $5.42M | 0.06% | +371+2.1% | Added |