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 |
|---|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 2,315 | $623.0K | 0.28% | −406−14.9% | Reduced |
| Umpqua Bank | 2,319 | $623.9K | 0.22% | +35+1.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $629.0K | 0.09% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,339 | $629.3K | 0.11% | −33−1.4% | Reduced |
| One Wealth Advisors, LLC | 2,342 | $630.1K | 0.09% | +1,062+83.0% | Added |
| Trillium Asset Management, LLC | 2,349 | $632.0K | 0.02% | −100−4.1% | Reduced |
| Athena Investment Management | 2,353 | $633.1K | 0.38% | −183−7.2% | Reduced |
| WMG Financial Advisors, LLC | 2,353 | $633.1K | 0.27% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,356 | $633.8K | 0.12% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,356 | $633.8K | 0.05% | −122−4.9% | Reduced |
| Quantum Financial Advisors, LLC | 2,358 | $634.3K | 0.09% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,362 | $635.5K | 0.11% | −550−18.9% | Reduced |
| Traphagen Investment Advisors LLC | 2,368 | $637.2K | 0.07% | −233−9.0% | Reduced |
| Global Assets Advisory, LLC | 2,531 | $638.2K | 0.12% | +2,531 | New |
| Monetary Management Group Inc | 2,375 | $639.0K | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,375 | $639.1K | 0.19% | −63−2.6% | Reduced |
| Marino, Stram & Associates LLC | 2,376 | $639.4K | 0.14% | 00.0% | Unchanged |
| MWA Asset Management | 2,377 | $639.7K | 0.44% | −41−1.7% | Reduced |
| Weaver Consulting Group | 2,378 | $639.8K | 0.19% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,379 | $640.0K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,380 | $640.4K | 0.02% | +16+0.7% | Added |
| Consultiva Wealth Management, Corp. | 2,382 | $640.9K | 2.20% | +2,262+1,885.0% | Added |
| Headlands Technologies LLC | 2,384 | $641.4K | 0.07% | +2,384 | New |
| Aviso Wealth Management | 2,386 | $641.9K | 0.34% | +178+8.1% | Added |
| Millington Financial Advisors, LLC | 2,557 | $642.1K | 0.39% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,387 | $642.2K | 0.44% | −75−3.0% | Reduced |
| Paradigm Asset Management Co LLC | 2,400 | $645.7K | 0.17% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $645.7K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $645.7K | 0.42% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,403 | $646.6K | 0.13% | +289+13.7% | Added |
| RMB Capital Management, LLC | 2,404 | $646.8K | 0.02% | +727+43.4% | Added |
| LS Investment Advisors, LLC | 2,406 | $647.3K | 0.10% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 2,414 | $649.5K | 0.12% | +729+43.3% | Added |
| TCG Advisory Services, LLC | 2,417 | $650.2K | 0.03% | −83−3.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,433 | $654.6K | 0.23% | +35+1.5% | Added |
| Waddell & Associates, LLC | 2,436 | $655.4K | 0.08% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,442 | $657.0K | 0.20% | +300+14.0% | Added |
| SRS Capital Advisors, Inc. | 2,448 | $658.6K | 0.04% | −404−14.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,448 | $658.6K | 0.16% | −355−12.7% | Reduced |
| Auxano Advisors, LLC | 2,454 | $660.2K | 0.17% | −30−1.2% | Reduced |
| Diversified Enterprises, LLC | 2,455 | $660.5K | 0.06% | +516+26.6% | Added |
| Broderick Brian C | 2,457 | $661.1K | 0.13% | +2,457 | New |
| Outfitter Financial LLC | 2,460 | $661.9K | 0.60% | −115−4.5% | Reduced |
| Sunbelt Securities, Inc. | 2,468 | $664.0K | 0.06% | −32−1.3% | Reduced |
| Cidel Asset Management Inc | 2,471 | $664.8K | 0.04% | −147−5.6% | Reduced |
| DT Investment Partners, LLC | 2,475 | $665.9K | 0.06% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 2,483 | $668.1K | 0.35% | +157+6.7% | Added |
| Keel Point, LLC | 2,485 | $668.7K | 0.05% | +319+14.7% | Added |
| Sage Capital Management, LLC | 2,494 | $671.1K | 0.36% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,501 | $672.2K | 0.27% | +1,266+102.5% | Added |
| Palogic Value Management, L.P. | 2,506 | $674.2K | 0.30% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,508 | $674.8K | 0.11% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 2,514 | $676.5K | 0.33% | −239−8.7% | Reduced |
| Burt Wealth Advisors | 2,521 | $678.3K | 0.17% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,526 | $679.6K | 0.10% | +470+22.9% | Added |
| Readystate Asset Management LP | 2,531 | $681.0K | 0.03% | +2,531 | New |
| Sentry Investment Management LLC | 2,925 | $685.0K | 0.46% | −874−23.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,547 | $685.9K | 0.06% | −358−12.3% | Reduced |
| Nilsine Partners, LLC | 2,554 | $687.2K | 0.08% | −176−6.4% | Reduced |
| Arvest Investments, Inc. | 2,555 | $687.4K | 0.11% | +2,555 | New |
| Sippican Capital Advisors | 2,559 | $688.5K | 0.52% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 2,562 | $689.0K | 0.35% | −138−5.1% | Reduced |
| Covenant Asset Management, LLC | 2,573 | $692.3K | 0.17% | +312+13.8% | Added |
| Claro Advisors LLC | 2,578 | $693.5K | 0.09% | +485+23.2% | Added |
| Catalyst Financial Partners LLC | 2,584 | $695.2K | 0.13% | +57+2.3% | Added |
| Central Bank & Trust Co | 2,591 | $697.1K | 0.12% | +1,000+62.9% | Added |
| Twin Lakes Capital Management, LLC | 2,592 | $697.3K | 0.47% | −141−5.2% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $699.5K | 0.18% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,600 | $699.5K | 0.14% | 00.0% | Unchanged |
| Unified Investment Management | 2,600 | $699.6K | 0.83% | −386−12.9% | Reduced |
| Creekmur Asset Management LLC | 2,608 | $701.6K | 0.15% | +2,291+722.7% | Added |
| Marietta Investment Partners LLC | 2,608 | $701.7K | 0.17% | −15−0.6% | Reduced |
| Money Concepts Capital Corp | 2,640 | $710.3K | 0.05% | +174+7.1% | Added |
| Hillsdale Investment Management Inc. | 2,640 | $710.3K | 0.04% | +2,410+1,047.8% | Added |
| MCF Advisors LLC | 2,641 | $710.4K | 0.05% | −86−3.2% | Reduced |
| RFP Financial Group LLC | 2,647 | $712.2K | 0.29% | −11−0.4% | Reduced |
| Strive Asset Management, LLC | 2,651 | $713.3K | 0.50% | +19+0.7% | Added |
| MQS Management LLC | 2,652 | $713.5K | 0.41% | +2,652 | New |
| Tritonpoint Wealth, LLC | 2,670 | $718.4K | 0.07% | −14−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 2,674 | $719.4K | 0.06% | +1,584+145.3% | Added |
| Castleark Management LLC | 2,675 | $719.7K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,676 | $720.0K | 0.02% | +616+29.9% | Added |
| Bristol John W & Co Inc | 2,682 | $721.6K | 0.01% | −169−5.9% | Reduced |
| Arrow Financial Corp | 2,683 | $721.9K | 0.08% | −15−0.6% | Reduced |
| Borer Denton & Associates, Inc. | 2,687 | $722.9K | 0.26% | −50−1.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,690 | $723.6K | 0.17% | +53+2.0% | Added |
| Provenance Wealth Advisors, LLC | 2,694 | $724.8K | 0.10% | −579−17.7% | Reduced |
| Ausdal Financial Partners, Inc. | 2,699 | $726.3K | 0.05% | +1,500+125.1% | Added |
| Hunter Associates Investment Management LLC | 2,704 | $728.0K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,706 | $728.0K | 0.39% | 00.0% | Unchanged |
| Cooper Financial Group | 2,717 | $731.0K | 0.10% | +347+14.6% | Added |
| Blueshift Asset Management, LLC | 2,727 | $733.7K | 0.29% | +1,631+148.8% | Added |
| Midwest Financial Group LLC | 2,733 | $735.3K | 0.43% | +10+0.4% | Added |
| Triangle Securities Wealth Management | 2,737 | $736.4K | 0.19% | +50+1.9% | Added |
| Atlas Private Wealth Advisors | 2,740 | $737.1K | 0.10% | +75+2.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,740 | $737.2K | 0.11% | −72−2.6% | Reduced |
| Alta Advisers Ltd | 2,742 | $737.7K | 0.31% | +900+48.9% | Added |
| Indiana Trust & Investment Management CO | 2,745 | $738.5K | 0.27% | −17−0.6% | Reduced |
| OneAscent Family Office, LLC | 2,750 | $740.0K | 0.69% | +1,231+81.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,751 | $740.2K | 0.09% | +68+2.5% | Added |