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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 18,213 | $5.41M | 0.70% | +482+2.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 18,204 | $5.40M | 0.40% | +771+4.4% | Added |
| Haverford Trust Co | 18,119 | $5.38M | 0.05% | +572+3.3% | Added |
| Peregrine Asset Advisers, Inc. | 18,089 | $5.37M | 1.98% | +18,089 | New |
| Pacifica Capital Investments, LLC | 18,020 | $5.35M | 1.72% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,997 | $5.34M | 0.10% | +3,875+27.4% | Added |
| Callahan Advisors, LLC | 17,825 | $5.29M | 0.50% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 17,825 | $5.29M | 0.69% | −1,600−8.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,670 | $5.24M | 0.12% | −130−0.7% | Reduced |
| Elgethun Capital Management | 17,614 | $5.23M | 1.27% | −1,032−5.5% | Reduced |
| Glenview Trust Co | 17,305 | $5.14M | 0.10% | −825−4.6% | Reduced |
| BDF-Gestion | 17,271 | $5.13M | 0.53% | −2,244−11.5% | Reduced |
| Park National Corp | 17,267 | $5.12M | 0.19% | −176−1.0% | Reduced |
| Cullen Capital Management LLC | 17,168 | $5.10M | 0.06% | −2,221−11.5% | Reduced |
| Catalyst Capital Advisors LLC | 17,163 | $5.09M | 0.11% | +2,062+13.7% | Added |
| Leonteq Securities AG | 17,127 | $5.08M | 0.50% | +1,641+10.6% | Added |
| Ghe, LLC | 17,021 | $5.05M | 2.00% | +447+2.7% | Added |
| Oliver Luxxe Assets LLC | 18,584 | $5.04M | 0.91% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 16,965 | $5.04M | 0.37% | −139−0.8% | Reduced |
| Pring Turner Capital Group Inc | 16,941 | $5.03M | 3.37% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 16,936 | $5.03M | 1.77% | −260−1.5% | Reduced |
| Allstate Corp | 16,925 | $5.02M | 0.15% | +16,925 | New |
| NorthRock Partners, LLC | 16,793 | $4.98M | 0.16% | −905−5.1% | Reduced |
| Mathes Company, Inc. | 16,770 | $4.98M | 1.82% | −710−4.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 16,680 | $4.95M | 0.02% | −1,649−9.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,654 | $4.94M | 0.18% | +662+4.1% | Added |
| Nemes Rush Group LLC | 16,412 | $4.87M | 0.60% | −108−0.7% | Reduced |
| WP Advisors, LLC | 16,403 | $4.87M | 1.62% | +39+0.2% | Added |
| Arjuna Capital | 16,391 | $4.86M | 1.29% | −488−2.9% | Reduced |
| CoreCap Advisors, LLC | 16,368 | $4.86M | 0.22% | −2,176−11.7% | Reduced |
| Gladstone Institutional Advisory LLC | 16,364 | $4.86M | 0.23% | +5,111+45.4% | Added |
| Dakota Wealth Management | 16,355 | $4.85M | 0.11% | −1,502−8.4% | Reduced |
| Gilman Hill Asset Management, LLC | 16,274 | $4.83M | 0.84% | −5,513−25.3% | Reduced |
| Lee Johnson Capital Management, LLC | 16,132 | $4.79M | 2.53% | +312+2.0% | Added |
| Apollon Wealth Management, LLC | 16,064 | $4.77M | 0.11% | +3,161+24.5% | Added |
| Stone Point Wealth LLC | 16,064 | $4.77M | 1.60% | −891−5.3% | Reduced |
| Impact Asset Management GmbH | 16,040 | $4.76M | 1.88% | −4,510−21.9% | Reduced |
| Brave Asset Management Inc | 16,009 | $4.75M | 1.51% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 16,005 | $4.75M | 1.76% | −3,070−16.1% | Reduced |
| MUFG Securities EMEA plc | 16,000 | $4.75M | 0.09% | +16,000 | New |
| Hennion & Walsh Asset Management, Inc. | 15,937 | $4.73M | 0.21% | −610−3.7% | Reduced |
| Foundations Investment Advisors, LLC | 15,912 | $4.72M | 0.09% | +456+3.0% | Added |
| Vise Technologies, Inc. | 15,880 | $4.71M | 0.39% | +4,669+41.6% | Added |
| Wright Investors Service Inc | 15,823 | $4.70M | 1.52% | −2,371−13.0% | Reduced |
| Valeo Financial Advisors, LLC | 15,810 | $4.69M | 0.13% | +59+0.4% | Added |
| Dynamic Advisor Solutions LLC | 15,623 | $4.64M | 0.20% | −955−5.8% | Reduced |
| Principal Securities, Inc. | 15,524 | $4.61M | 0.10% | +1,753+12.7% | Added |
| Kerusso Capital Management LLC | 15,516 | $4.60M | 2.94% | +35+0.2% | Added |
| Kanawha Capital Management LLC | 15,471 | $4.59M | 0.36% | +574+3.9% | Added |
| Moody Lynn & Lieberson, LLC | 15,357 | $4.56M | 0.28% | −592−3.7% | Reduced |
| Lincoln Capital LLC | 15,347 | $4.55M | 0.96% | −60.0% | Reduced |
| Conscious Wealth Investments, LLC | 14,548 | $4.55M | 3.08% | −223−1.5% | Reduced |
| Hartline Investment Corp | 15,271 | $4.53M | 0.52% | +1,185+8.4% | Added |
| Horizon Investment Services, LLC | 15,211 | $4.51M | 1.92% | +655+4.5% | Added |
| Strata Wealth Advisors, LLC | 15,178 | $4.50M | 1.41% | +45+0.3% | Added |
| Van Eck Associates Corp | 15,100 | $4.48M | 0.01% | −32,445−68.2% | Reduced |
| NVWM, LLC | 15,058 | $4.47M | 1.13% | −2,900−16.1% | Reduced |
| Empire Financial Management Company, LLC | 15,053 | $4.47M | 1.39% | −498−3.2% | Reduced |
| L2 Asset Management, LLC | 15,018 | $4.46M | 0.97% | −175−1.2% | Reduced |
| Benedict Financial Advisors Inc | 15,008 | $4.45M | 1.08% | +352+2.4% | Added |
| Jennison Associates LLC | 14,988 | $4.45M | 0.00% | −4,430−22.8% | Reduced |
| Squarepoint Ops LLC | 14,951 | $4.44M | 0.01% | −71,918−82.8% | Reduced |
| Coldstream Capital Management Inc | 14,939 | $4.43M | 0.09% | +376+2.6% | Added |
| BNC Wealth Management, LLC | 14,904 | $4.42M | 1.46% | +725+5.1% | Added |
| Wynn Capital, LLC | 14,890 | $4.42M | 2.79% | −120−0.8% | Reduced |
| Aviance Capital Partners, LLC | 14,880 | $4.42M | 0.61% | +290+2.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 14,816 | $4.40M | 0.05% | −525−3.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,806 | $4.39M | 0.37% | −404−2.7% | Reduced |
| Pettee Investors, Inc. | 14,706 | $4.36M | 2.22% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 14,642 | $4.35M | 0.14% | +2,372+19.3% | Added |
| Proequities, Inc. | 13,434 | $4.34M | 0.25% | +13+0.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 14,586 | $4.33M | 1.61% | −120−0.8% | Reduced |
| William Allan, LLC | 14,524 | $4.31M | 2.65% | −39−0.3% | Reduced |
| Gotham Asset Management, LLC | 14,521 | $4.31M | 0.04% | +320+2.3% | Added |
| Taurus Asset Management, LLC | 14,498 | $4.30M | 0.42% | 00.0% | Unchanged |
| Ossiam | 14,426 | $4.28M | 0.07% | −4,469−23.7% | Reduced |
| Signaturefd, LLC | 14,402 | $4.27M | 0.08% | +105+0.7% | Added |
| Goelzer Investment Management, Inc. | 14,351 | $4.26M | 0.25% | −558−3.7% | Reduced |
| National Asset Management, Inc. | 14,302 | $4.24M | 0.14% | −2,607−15.4% | Reduced |
| TCTC Holdings, LLC | 14,282 | $4.24M | 0.15% | −152−1.1% | Reduced |
| West Oak Capital, LLC | 14,267 | $4.23M | 1.50% | −15−0.1% | Reduced |
| Buckhead Capital Management LLC | 14,232 | $4.22M | 1.35% | −102−0.7% | Reduced |
| Optimas Capital Ltd | 14,200 | $4.21M | 5.68% | −4,900−25.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,123 | $4.19M | 0.15% | −2,803−16.6% | Reduced |
| Compass Wealth Management LLC | 14,085 | $4.18M | 1.01% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 14,058 | $4.17M | 0.81% | +14,058 | New |
| Trajan Wealth LLC | 14,032 | $4.16M | 0.23% | +1,417+11.2% | Added |
| Evercore Wealth Management, LLC | 14,031 | $4.16M | 0.06% | +343+2.5% | Added |
| Brendel Financial Advisors LLC | 14,021 | $4.16M | 2.52% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 14,019 | $4.16M | 0.32% | −470−3.2% | Reduced |
| CFC Planning Co LLC | 13,828 | $4.10M | 4.40% | +13,828 | New |
| TD Private Client Wealth LLC | 13,823 | $4.10M | 0.11% | +29+0.2% | Added |
| Richard Bernstein Advisors LLC | 13,802 | $4.10M | 0.09% | −4,032−22.6% | Reduced |
| South State Corp. | 13,708 | $4.07M | 0.27% | −579−4.1% | Reduced |
| Acadian Asset Management LLC | 13,715 | $4.07M | 0.01% | −13,498−49.6% | Reduced |
| Lodestone Wealth Management LLC | 13,684 | $4.06M | 2.04% | −299−2.1% | Reduced |
| Townsend & Associates, Inc | 12,724 | $4.05M | 0.41% | −692−5.2% | Reduced |
| Arete Wealth Advisors, LLC | 13,699 | $4.03M | 0.29% | +1,697+14.1% | Added |
| Meeder Advisory Services, Inc. | 13,547 | $4.02M | 0.25% | +48+0.4% | Added |
| Jacobi Capital Management LLC | 13,544 | $4.02M | 0.30% | +41+0.3% | Added |