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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 13,493 | $4.00M | 0.03% | +333+2.5% | Added |
| Fiduciary Alliance LLC | 13,438 | $3.99M | 0.40% | +2,303+20.7% | Added |
| Callan Family Office, LLC | 13,414 | $3.98M | 0.25% | +13,414 | New |
| Grandfield & Dodd, LLC | 13,390 | $3.97M | 0.25% | −94−0.7% | Reduced |
| Chicago Capital, LLC | 13,368 | $3.97M | 0.11% | +513+4.0% | Added |
| Sagespring Wealth Partners, LLC | 13,360 | $3.97M | 0.10% | +13,360 | New |
| Teachers Insurance & Annuity Association of America | 13,355 | $3.96M | 5.24% | −180−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 13,230 | $3.93M | 0.16% | +491+3.9% | Added |
| Smith, Salley & Associates | 13,171 | $3.91M | 0.25% | 00.0% | Unchanged |
| Greenfield Savings Bank | 13,118 | $3.89M | 1.87% | −47−0.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 13,081 | $3.88M | 0.49% | +2,125+19.4% | Added |
| Profund Advisors LLC | 12,945 | $3.84M | 0.14% | +84+0.7% | Added |
| BLB&B Advisors, LLC | 12,896 | $3.83M | 0.20% | −1,000−7.2% | Reduced |
| Hilltop Holdings Inc. | 12,825 | $3.81M | 0.24% | −1,087−7.8% | Reduced |
| Change Path, LLC | 12,816 | $3.80M | 0.12% | +826+6.9% | Added |
| Global Retirement Partners, LLC | 12,794 | $3.80M | 0.11% | +1,036+8.8% | Added |
| Quadrant Capital Group LLC | 12,778 | $3.79M | 0.26% | +18+0.1% | Added |
| Parallel Advisors, LLC | 12,773 | $3.79M | 0.09% | +846+7.1% | Added |
| Infusive Asset Management Inc. | 12,761 | $3.79M | 1.69% | +12,761 | New |
| Columbia Asset Management | 12,697 | $3.77M | 0.72% | −1,453−10.3% | Reduced |
| Ibex Wealth Advisors | 12,664 | $3.76M | 0.44% | −56,408−81.7% | Reduced |
| Invesco, LLC | 12,632 | $3.75M | 1.49% | −22−0.2% | Reduced |
| Boston Private Wealth LLC | 12,631 | $3.75M | 0.07% | +12,631 | New |
| Rehmann Capital Advisory Group | 12,578 | $3.73M | 0.24% | +196+1.6% | Added |
| Mirae Asset Securities (USA) Inc. | 12,535 | $3.72M | 0.17% | +12,535 | New |
| Hamilton Capital Partners Inc. | 12,469 | $3.70M | 0.28% | +2,390+23.7% | Added |
| Tower Bridge Advisors | 12,452 | $3.70M | 0.39% | −1,175−8.6% | Reduced |
| Constitution Capital LLC | 12,400 | $3.68M | 2.06% | +2,050+19.8% | Added |
| Banque Transatlantique SA | 12,283 | $3.65M | 0.09% | +12,283 | New |
| Midwest Professional Planners, LTD. | 12,267 | $3.64M | 1.09% | +733+6.4% | Added |
| Bleakley Financial Group, LLC | 12,241 | $3.63M | 0.11% | −168−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,207 | $3.62M | 0.20% | +498+4.3% | Added |
| Canandaigua National Bank & Trust Co | 12,194 | $3.62M | 0.36% | −1,658−12.0% | Reduced |
| Frank, Rimerman Advisors LLC | 12,174 | $3.61M | 0.26% | +93+0.8% | Added |
| Herbst Group, LLC | 12,136 | $3.60M | 2.25% | −1,905−13.6% | Reduced |
| Ostrum Asset Management | 12,075 | $3.58M | 0.31% | −349−2.8% | Reduced |
| Insight Inv LLC | 12,017 | $3.57M | 2.48% | +36+0.3% | Added |
| Two Sigma Investments, LP | 12,000 | $3.56M | 0.01% | −17−0.1% | Reduced |
| Independent Investors Inc | 12,000 | $3.56M | 0.70% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 11,963 | $3.55M | 0.15% | +261+2.2% | Added |
| Webster Bank, N. A. | 11,956 | $3.55M | 0.38% | −825−6.5% | Reduced |
| New England Asset Management Inc | 11,880 | $3.53M | 0.60% | −2,530−17.6% | Reduced |
| Cullen Investment Group, Ltd. | 11,841 | $3.51M | 0.52% | −591−4.8% | Reduced |
| Sargent Investment Group, LLC | 11,755 | $3.49M | 0.57% | +1,903+19.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,763 | $3.49M | 2.26% | −200−1.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,742 | $3.48M | 0.28% | −4,063−25.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,730 | $3.48M | 0.72% | +566+5.1% | Added |
| Trust Co of Toledo NA | 11,696 | $3.47M | 0.46% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 11,659 | $3.46M | 0.64% | +297+2.6% | Added |
| Lowe Brockenbrough & Co Inc | 11,651 | $3.46M | 0.22% | −27−0.2% | Reduced |
| KCM Investment Advisors LLC | 11,638 | $3.45M | 0.12% | −240−2.0% | Reduced |
| Ahl Investment Management, Inc. | 11,636 | $3.45M | 2.42% | −670−5.4% | Reduced |
| Harvest Fund Management Co., Ltd | 11,616 | $3.45M | 0.16% | +6,792+140.8% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $3.44M | 0.09% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 11,576 | $3.44M | 1.21% | +84+0.7% | Added |
| Bull Street Advisors, LLC | 11,550 | $3.43M | 1.65% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 11,548 | $3.43M | 0.08% | −89−0.8% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.42M | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 11,470 | $3.40M | 0.13% | −230−2.0% | Reduced |
| Boston Family Office LLC | 11,400 | $3.38M | 0.23% | −30−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 11,355 | $3.37M | 0.66% | +519+4.8% | Added |
| Sawyer & Company, Inc | 11,292 | $3.35M | 1.24% | −1,155−9.3% | Reduced |
| Private Wealth Partners, LLC | 11,283 | $3.35M | 0.26% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 11,275 | $3.35M | 0.03% | +1,377+13.9% | Added |
| Peoples Financial Services Corp. | 11,274 | $3.35M | 1.55% | −459−3.9% | Reduced |
| Wedmont Private Capital | 11,402 | $3.34M | 0.18% | +1,141+11.1% | Added |
| G&S Capital LLC | 11,247 | $3.34M | 1.38% | +64+0.6% | Added |
| Fruth Investment Management | 11,230 | $3.33M | 0.92% | −120−1.1% | Reduced |
| QV Investors Inc. | 11,220 | $3.33M | 0.34% | −210−1.8% | Reduced |
| RFG Advisory, LLC | 11,194 | $3.32M | 0.09% | +1,392+14.2% | Added |
| Venturi Wealth Management, LLC | 11,175 | $3.32M | 0.16% | +4,627+70.7% | Added |
| Smithfield Trust Co | 11,122 | $3.30M | 0.16% | −11−0.1% | Reduced |
| iA Global Asset Management Inc. | 11,015 | $3.27M | 0.06% | −6,462−37.0% | Reduced |
| Gifford Fong Associates | 11,000 | $3.27M | 0.80% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 10,983 | $3.26M | 1.64% | +196+1.8% | Added |
| Diversify Wealth Management, LLC | 11,073 | $3.25M | 0.25% | +12+0.1% | Added |
| Impax Asset Management Group plc | 10,941 | $3.25M | 0.01% | −410−3.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 10,913 | $3.24M | 1.06% | +10,913 | New |
| Summit Financial, LLC | 10,907 | $3.24M | 0.11% | +5,708+109.8% | Added |
| Eads & Heald Wealth Management | 10,890 | $3.23M | 1.59% | −669−5.8% | Reduced |
| Moody National Bank Trust Division | 10,880 | $3.23M | 0.34% | −674−5.8% | Reduced |
| Rathbone Brothers plc | 10,753 | $3.19M | 0.02% | −1,375−11.3% | Reduced |
| Intrinsic Value Partners, LLC | 10,719 | $3.18M | 3.20% | −395−3.6% | Reduced |
| Vident Advisory, LLC | 10,702 | $3.18M | 0.06% | +749+7.5% | Added |
| Peak Financial Advisors LLC | 10,696 | $3.17M | 1.65% | −140−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 10,666 | $3.17M | 0.07% | −258−2.4% | Reduced |
| Sigma Planning Corp | 10,651 | $3.16M | 0.10% | −674−6.0% | Reduced |
| Penn Davis McFarland Inc | 10,602 | $3.15M | 0.34% | −250−2.3% | Reduced |
| Connable Office Inc | 10,594 | $3.14M | 0.33% | −2,012−16.0% | Reduced |
| First Horizon Advisors, Inc. | 10,579 | $3.14M | 0.09% | −76−0.7% | Reduced |
| Valueworks LLC | 10,577 | $3.14M | 1.04% | −859−7.5% | Reduced |
| Texas Bank & Trust Co | 10,553 | $3.13M | 1.29% | +10,553 | New |
| Vestcor Inc | 10,550 | $3.13M | 0.10% | −658−5.9% | Reduced |
| Icon Wealth Advisors, LLC | 10,546 | $3.13M | 0.26% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 10,522 | $3.12M | 0.40% | −105−1.0% | Reduced |
| Cito Capital Group, LLC | 10,440 | $3.10M | 1.14% | −2,285−18.0% | Reduced |
| St. Johns Investment Management Company, LLC | 10,424 | $3.09M | 1.44% | −92−0.9% | Reduced |
| GFG Capital, LLC | 10,407 | $3.09M | 0.85% | +56+0.5% | Added |
| Journey Strategic Wealth LLC | 10,349 | $3.07M | 0.11% | +3,739+56.6% | Added |
| Northstar Advisory Group, LLC | 10,332 | $3.07M | 1.56% | +148+1.5% | Added |