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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Group, Ltd. | 1,979 | $532.0K | 0.34% | +334+20.3% | Added |
| LMCG Investments, LLC | 1,983 | $533.5K | 0.04% | −5−0.3% | Reduced |
| Genesee Capital Advisors, LLC | 1,986 | $534.3K | 0.27% | −25−1.2% | Reduced |
| Prostatis Group LLC | 1,987 | $534.6K | 0.17% | −3−0.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,991 | $535.0K | 0.13% | +22+1.1% | Added |
| Ballast Advisors LLC | 1,990 | $535.4K | 0.17% | −427−17.7% | Reduced |
| Drucker Wealth 3.0, LLC | 1,997 | $537.4K | 0.12% | +88+4.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $538.0K | 0.29% | −7,000−77.8% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $538.0K | 0.46% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $538.1K | 0.09% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $538.1K | 0.52% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 2,000 | $538.1K | 0.28% | +1,125+128.6% | Added |
| Thrive Wealth Management, LLC | 2,002 | $538.5K | 0.10% | −61−3.0% | Reduced |
| Signature Wealth Management Partners, LLC | 2,010 | $540.8K | 0.35% | −126−5.9% | Reduced |
| Sunburst Financial Group, LLC | 2,012 | $541.3K | 0.13% | −200−9.0% | Reduced |
| Legacy Capital Group California, Inc. | 2,014 | $541.9K | 0.19% | −54−2.6% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,017 | $542.7K | 0.27% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,020 | $543.5K | 0.12% | +1,272+170.1% | Added |
| BridgePort Financial Solutions, LLC | 2,024 | $544.4K | 0.25% | −7−0.3% | Reduced |
| KKM Financial LLC | 2,025 | $544.8K | 0.23% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 2,026 | $545.0K | 0.10% | +215+11.9% | Added |
| Compass Capital Corp | 2,035 | $546.5K | 0.29% | +731+56.1% | Added |
| Atala Financial Inc | 2,032 | $546.7K | 0.41% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,032 | $546.8K | 0.23% | +85+4.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,104 | $547.4K | 0.19% | +28+1.3% | Added |
| Delaney Dennis R | 2,040 | $548.9K | 0.30% | +2,040 | New |
| Oliver Luxxe Assets LLC | 2,041 | $549.1K | 0.10% | −16,543−89.0% | Reduced |
| Engineers Gate Manager LP | 2,046 | $550.5K | 0.01% | +2,046 | New |
| Brown, Lisle/Cummings, Inc. | 2,049 | $551.3K | 0.16% | +2+0.1% | Added |
| Pacitti Group Inc. | 2,056 | $553.1K | 0.26% | +10.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,066 | $555.9K | 0.21% | +272+15.2% | Added |
| McLean Asset Management Corp | 2,409 | $557.3K | 0.18% | −145−5.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,073 | $557.7K | 0.04% | −1,123−35.1% | Reduced |
| Aries Wealth Management | 2,073 | $557.7K | 0.15% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,074 | $558.0K | 0.07% | −4−0.2% | Reduced |
| Aberdeen Wealth Management LLC | 2,076 | $558.5K | 0.39% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,077 | $558.8K | 0.15% | −400−16.1% | Reduced |
| Perennial Investment Advisors, LLC | 2,078 | $559.0K | 0.06% | +99+5.0% | Added |
| Camden National Bank | 2,079 | $559.4K | 0.08% | +167+8.7% | Added |
| LM Advisors LLC | 2,080 | $560.0K | 0.10% | +22+1.1% | Added |
| Sand Hill Global Advisors, LLC | 2,082 | $560.2K | 0.02% | −13−0.6% | Reduced |
| Capital Advisors Inc | 2,084 | $560.7K | 0.01% | +65+3.2% | Added |
| Waters Parkerson & Co., LLC | 2,095 | $563.7K | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,096 | $563.9K | 0.06% | −39−1.8% | Reduced |
| Macroview Investment Management LLC | 2,100 | $565.0K | 0.53% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,107 | $566.9K | 0.07% | +208+11.0% | Added |
| VisionPoint Advisory Group, LLC | 2,112 | $568.2K | 0.19% | +170+8.8% | Added |
| Philip James Wealth Mangement, LLC | 2,116 | $569.3K | 0.07% | +4+0.2% | Added |
| Precedent Wealth Partners, LLC | 2,117 | $569.6K | 0.16% | +53+2.6% | Added |
| Horizon Wealth Management, LLC | 2,118 | $569.8K | 0.10% | +44+2.1% | Added |
| Schear Investment Advisers, LLC | 2,118 | $569.8K | 0.33% | +1,334+170.2% | Added |
| MONECO Advisors, LLC | 2,118 | $570.0K | 0.06% | +42+2.0% | Added |
| Horizon Family Wealth, Inc. | 2,121 | $570.7K | 0.38% | +2,121 | New |
| Crumly & Associates Inc. | 2,122 | $570.9K | 0.16% | −88−4.0% | Reduced |
| Howland Capital Management LLC | 2,126 | $572.0K | 0.03% | −7−0.3% | Reduced |
| Enterprise Financial Services Corp | 2,134 | $574.2K | 0.34% | −15−0.7% | Reduced |
| Cypress Capital Group | 2,137 | $575.0K | 0.08% | +85+4.1% | Added |
| Addison Capital Co | 2,144 | $576.8K | 0.23% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 2,145 | $577.2K | 0.30% | +88+4.3% | Added |
| Adirondack Trust Co | 2,148 | $577.9K | 0.23% | +29+1.4% | Added |
| Acropolis Investment Management, LLC | 2,151 | $578.7K | 0.03% | −151−6.6% | Reduced |
| Integrity Alliance, LLC. | 2,151 | $578.7K | 0.02% | +2,151 | New |
| Coign Capital Advisors LLC | 2,153 | $579.3K | 0.45% | −18−0.8% | Reduced |
| Pittenger & Anderson Inc | 2,158 | $580.6K | 0.02% | −350−14.0% | Reduced |
| Wisconsin Wealth Advisors, LLC | 2,160 | $581.1K | 0.83% | −80−3.6% | Reduced |
| Bangor Savings Bank | 2,165 | $582.4K | 0.05% | +10.0% | Added |
| Polymer Capital Management (US) LLC | 2,165 | $582.5K | 0.18% | +812+60.0% | Added |
| Paul Damon & Associates, Inc. | 2,166 | $582.7K | 0.36% | +537+33.0% | Added |
| Phoenix Wealth Advisors | 2,166 | $582.8K | 0.25% | +23+1.1% | Added |
| Raleigh Capital Management Inc. | 2,168 | $583.2K | 0.26% | −155−6.7% | Reduced |
| Good Life Advisors, LLC | 2,170 | $583.9K | 0.04% | +208+10.6% | Added |
| Partnership Wealth Management, LLC | 2,185 | $588.0K | 0.50% | −41−1.8% | Reduced |
| Berger Financial Group, Inc | 2,187 | $588.3K | 0.04% | +77+3.6% | Added |
| Quantum Private Wealth, LLC | 2,190 | $589.2K | 0.22% | −50−2.2% | Reduced |
| Net Worth Advisory Group | 2,192 | $589.7K | 0.19% | +2,192 | New |
| Security National Bank of So Dak | 2,200 | $591.9K | 0.33% | +100+4.8% | Added |
| Soltis Investment Advisors LLC | 2,203 | $592.7K | 0.05% | +25+1.1% | Added |
| Charter Trust Co | 2,203 | $592.7K | 0.04% | −53−2.3% | Reduced |
| Claris Advisors, LLC | 2,219 | $596.9K | 0.22% | +10.0% | Added |
| Tower Wealth Partners, Inc. | 2,222 | $597.8K | 0.32% | +344+18.3% | Added |
| Tiemann Investment Advisors, LLC | 2,224 | $598.4K | 0.27% | −60−2.6% | Reduced |
| Vicus Capital | 2,226 | $598.9K | 0.06% | +313+16.4% | Added |
| Caas Capital Management LP | 2,227 | $599.2K | 0.28% | +1,157+108.1% | Added |
| Chapin Davis, Inc. | 2,229 | $599.6K | 0.20% | +2+0.1% | Added |
| Seven Mile Advisory | 2,230 | $600.0K | 0.40% | −13−0.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,232 | $600.6K | 0.02% | +76+3.5% | Added |
| Lavaca Capital LLC | 2,238 | $602.1K | 0.27% | +3+0.1% | Added |
| Transcend Wealth Collective, LLC | 2,240 | $602.6K | 0.04% | +382+20.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,246 | $604.3K | 0.04% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,250 | $605.4K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,257 | $607.2K | 0.10% | +500+28.5% | Added |
| All Terrain Financial Advisors, LLC | 2,259 | $607.8K | 0.24% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 2,263 | $608.9K | 0.53% | +2,263 | New |
| Angeles Wealth Management, LLC | 2,273 | $611.6K | 0.05% | +233+11.4% | Added |
| Hazlett, Burt & Watson, Inc. | 2,275 | $612.0K | 0.28% | +76+3.5% | Added |
| Clear Harbor Asset Management, LLC | 2,281 | $613.7K | 0.05% | +79+3.6% | Added |
| Arista Wealth Management, LLC | 2,287 | $615.2K | 0.15% | +12+0.5% | Added |
| Silver Lake Advisory, LLC | 2,288 | $615.7K | 0.27% | +3+0.1% | Added |
| Mechanics Bank Trust Department | 2,306 | $620.4K | 0.08% | 00.0% | Unchanged |
| Ecofi Investissements SA | 2,700 | $621.1K | 0.39% | 00.0% | Unchanged |