Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in American Express Co as of Mar 31, 2025. 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
2,627
+27 vs. Q4 2024
Shares held
597.6M
+5.52M (+0.9%) vs. Q4 2024
Total value
$160.7B
−$14.9B (−8.5%) vs. Q4 2024
New holders
183
959 more added
Sold out
156
1,049 more reduced

42 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 2,627 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ1 2025: $160.7B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2024.

Institutions holding AXP in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Comprehensive Financial Planning, Inc.1$2690.00%00.0%Unchanged
Inlight Wealth Management, LLC1$2690.00%+1New
Transamerica Financial Advisors, Inc.3$1.00K0.00%00.0%Unchanged
Perkins Coie Trust Co4$1.08K0.00%+4New
Dogwood Wealth Management LLC4$1.08K0.00%+4New
Bridge Generations Wealth Management LLC4$1.08K0.00%+4New
HFM Investment Advisors, LLC4$1.08K0.00%+4New
Hara Capital LLC5$1.34K0.00%+5New
Principia Wealth Advisory, LLC6$1.57K0.00%−9−60.0%Reduced
Noble Wealth Management PBC6$1.61K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$1.88K0.00%00.0%Unchanged
Chesapeake Asset Management LLC7$1.88K0.00%+1+16.7%Added
Redmont Wealth Advisors LLC7$1.88K0.00%+7New
Bare Financial Services, Inc7$1.88K0.00%+7New
Optimum Investment Advisors8$2.15K0.00%+8New
First Pacific Financial8$2.15K0.00%−561−98.6%Reduced
JDM Financial Group LLC9$2.42K0.00%00.0%Unchanged
Aspect Partners, LLC9$2.42K0.00%00.0%Unchanged
Winch Advisory Services, LLC10$2.78K0.00%00.0%Unchanged
Pineridge Advisors LLC11$2.96K0.00%−2−15.4%Reduced
DAGCO, Inc.11$2.96K0.00%+11New
Kiker Wealth Management, LLC13$3.50K0.00%+13New
PayPay Securities Corp13$3.59K0.21%−2−13.3%Reduced
Roble, Belko & Company, Inc15$4.00K0.00%+15New
Bear Mountain Capital, Inc.16$4.28K0.00%+6+60.0%Added
Crowley Wealth Management, Inc.16$4.30K0.00%+8+100.0%Added
WestEnd Advisors, LLC16$4.30K0.00%+10+166.7%Added
Redwood Park Advisors LLC18$4.84K0.00%00.0%Unchanged
Winnow Wealth LLC19$4.89K0.00%+6+46.2%Added
WealthTrak Capital Management LLC19$5.11K0.00%−5−20.8%Reduced
Insight Financial Services20$5.38K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC20$5.38K0.00%+20New
Your Advocates Ltd., LLP20$5.41K0.00%00.0%Unchanged
Luken Investment Analytics, LLC22$5.92K0.00%+22New
Perritt Capital Management Inc24$6.46K0.00%+24New
Atwood & Palmer Inc24$6.46K0.00%00.0%Unchanged
First United Bank Trust25$6.73K0.00%00.0%Unchanged
Aviso Financial Inc.27$7.26K0.00%00.0%Unchanged
Clark Wealth Partners28$7.53K0.01%−2−6.7%Reduced
Frazier Financial Advisors, LLC28$7.53K0.01%00.0%Unchanged
Kennebec Savings Bank29$7.80K0.01%−31−51.7%Reduced
TSFG, LLC28$8.00K0.00%00.0%Unchanged
Hallmark Capital Management Inc30$8.07K0.00%00.0%Unchanged
Operose Advisors LLC30$8.07K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC30$8.07K0.00%+2+7.1%Added
Transce3nd, LLC31$8.34K0.00%−45−59.2%Reduced
Red Tortoise LLC32$8.61K0.00%00.0%Unchanged
Gold Investment Management Ltd.33$8.88K0.00%00.0%Unchanged
Parvin Asset Management, LLC33$8.88K0.01%+33New
Valued Wealth Advisors LLC33$8.91K0.01%−11−25.0%Reduced
ORG Partners LLC33$8.93K0.00%−284−89.6%Reduced
LSV Asset Management32$9.00K0.00%+16+100.0%Added
MPWM Advisory Solutions, LLC36$9.69K0.01%00.0%Unchanged
True Wealth Design, LLC37$10.0K0.00%−77−67.5%Reduced
Davis Capital Management38$10.2K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC38$10.2K0.01%+38New
Stone House Investment Management, LLC42$11.4K0.00%+42New
HighMark Wealth Management LLC43$11.5K0.01%00.0%Unchanged
YANKCOM Partnership43$11.6K0.01%+43New
Carolina Wealth Advisors, LLC44$11.8K0.01%00.0%Unchanged
Horrell Capital Management, Inc.44$11.8K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC48$12.9K0.00%+8+20.0%Added
CarsonAllaria Wealth Management, Ltd.48$12.9K0.01%+1+2.1%Added
Binnacle Investments Inc49$13.2K0.01%+49New
Legacy Wealth Managment, LLC50$13.5K0.01%00.0%Unchanged
ESL Trust Services, LLC50$13.5K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC50$13.5K0.00%+5+11.1%Added
DiNuzzo Private Wealth, Inc.51$13.7K0.00%+1+2.0%Added
Pacifica Partners Inc.59$14.6K0.01%+14+31.1%Added
Hurley Capital, LLC57$15.3K0.01%+3+5.6%Added
Geo Capital Gestora de Recursos Ltd61$16.0K0.02%−17−21.8%Reduced
Rogco, LP60$16.1K0.01%00.0%Unchanged
SJS Investment Consulting Inc.62$16.7K0.00%+15+31.9%Added
Anfield Capital Management, LLC63$16.9K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.66$17.8K0.00%−25−27.5%Reduced
Park Place Capital Corp69$18.6K0.01%−31−31.0%Reduced
Prudent Man Investment Management, Inc.64$19.0K0.01%00.0%Unchanged
Estabrook Capital Management74$19.9K0.00%−10−11.9%Reduced
Mowery & Schoenfeld Wealth Management, LLC88$23.7K0.05%00.0%Unchanged
Albion Financial Group89$23.9K0.00%−103−53.6%Reduced
Ruedi Wealth Management, Inc.90$24.2K0.01%00.0%Unchanged
Strid Group, LLC90$24.2K0.00%+90New
S&T Bank91$24.5K0.01%+6+7.1%Added
Investment Management Corp97$26.1K0.02%00.0%Unchanged
Stuart Chaussee & Associates, Inc.100$26.9K0.01%00.0%Unchanged
Atticus Wealth Management, LLC100$26.9K0.01%00.0%Unchanged
American Capital Advisory, LLC101$27.1K0.01%00.0%Unchanged
Granite FO LLC104$28.0K0.02%00.0%Unchanged
Cranbrook Wealth Management, LLC105$28.3K0.01%+18+20.7%Added
MorganRosel Wealth Management, LLC107$28.8K0.01%+107New
Murphy & Mullick Capital Management Corp110$29.6K0.03%−2−1.8%Reduced
DHJJ Financial Advisors, Ltd.116$31.2K0.01%00.0%Unchanged
Archer Investment Corp125$33.5K0.01%+1+0.8%Added
ROSS\JOHNSON & Associates LLC125$33.6K0.58%+25+25.0%Added
Vermillion & White Wealth Management Group, LLC128$34.5K0.03%00.0%Unchanged
Hughes Financial Services, LLC128$34.6K0.01%+128New
Canton Hathaway, LLC130$35.0K0.01%00.0%Unchanged
Nordwand Advisors, LLC135$36.3K0.01%00.0%Unchanged
WFA Asset Management Corp161$36.7K0.02%−64−28.4%Reduced
Curio Wealth, LLC2$37.1K0.02%−123−98.4%Reduced