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 |
|---|---|---|---|---|---|
| Union Savings Bank | 2,754 | $740.9K | 0.36% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,756 | $741.5K | 0.18% | +87+3.3% | Added |
| Founders Financial Securities LLC | 2,805 | $743.1K | 0.06% | +748+36.4% | Added |
| Bank Hapoalim BM | 2,778 | $747.0K | 0.11% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,781 | $748.2K | 0.28% | −82−2.9% | Reduced |
| SkyView Investment Advisors, LLC | 2,787 | $750.0K | 0.11% | +217+8.4% | Added |
| VeraBank, N.A. | 2,791 | $750.9K | 0.21% | −75−2.6% | Reduced |
| LongView Wealth Management | 2,795 | $752.0K | 0.23% | −226−7.5% | Reduced |
| Tanager Wealth Management LLP | 2,796 | $752.3K | 0.10% | −494−15.0% | Reduced |
| Kearns & Associates LLC | 2,800 | $753.3K | 0.49% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $753.3K | 0.46% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $753.9K | 0.09% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,804 | $754.5K | 1.11% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,224 | $755.3K | 0.17% | +10.0% | Added |
| Ridgewood Investments LLC | 2,808 | $755.5K | 0.35% | −285−9.2% | Reduced |
| CoreFirst Bank & Trust | 2,808 | $755.5K | 0.49% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,809 | $755.8K | 0.06% | +14+0.5% | Added |
| Whelan Financial | 2,815 | $757.4K | 0.29% | +1,873+198.8% | Added |
| Channel Wealth LLC | 2,816 | $757.6K | 0.24% | +260+10.2% | Added |
| one8zero8, LLC | 2,820 | $758.7K | 0.18% | −500−15.1% | Reduced |
| Avantax Planning Partners, Inc. | 2,824 | $759.8K | 0.03% | +305+12.1% | Added |
| Fortune Financial Advisors, LLC | 2,828 | $760.9K | 0.66% | +259+10.1% | Added |
| SPC Financial, Inc. | 2,829 | $761.0K | 0.07% | −100−3.4% | Reduced |
| Talon Private Wealth, LLC | 2,839 | $763.8K | 0.10% | +2,839 | New |
| Legal Advantage Investments, Inc. | 2,850 | $766.8K | 0.41% | 00.0% | Unchanged |
| MFA Wealth Services | 2,852 | $767.4K | 0.63% | −73−2.5% | Reduced |
| Essex Savings Bank | 2,862 | $770.0K | 0.19% | −86−2.9% | Reduced |
| Lifeworks Advisors, LLC | 2,866 | $771.1K | 0.13% | −361−11.2% | Reduced |
| Basepoint Wealth LLC | 2,870 | $772.2K | 0.60% | −194−6.3% | Reduced |
| Purus Wealth Management, LLC | 2,894 | $778.6K | 0.33% | −78−2.6% | Reduced |
| Puzo Michael J | 2,903 | $781.1K | 0.22% | +1,603+123.3% | Added |
| Lewis Asset Management, LLC | 2,904 | $781.4K | 0.65% | −113−3.7% | Reduced |
| StoneX Group Inc. | 2,905 | $781.7K | 0.04% | −105−3.5% | Reduced |
| Cambridge Advisors Inc. | 2,910 | $782.9K | 0.17% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,916 | $784.5K | 0.08% | +52+1.8% | Added |
| Future Fund LLC | 2,921 | $785.9K | 1.01% | +2,921 | New |
| Accurate Wealth Management, LLC | 3,136 | $787.3K | 0.15% | +609+24.1% | Added |
| Centennial Bank | 2,931 | $788.6K | 0.38% | 00.0% | Unchanged |
| SRN Advisors, LLC | 2,950 | $793.7K | 0.89% | −1,340−31.2% | Reduced |
| Outlook Wealth Advisors, LLC | 2,964 | $797.3K | 0.22% | −29−1.0% | Reduced |
| Tompkins Financial Corp | 2,964 | $797.5K | 0.08% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,965 | $798.0K | 0.26% | +645+27.8% | Added |
| Herold Advisors, Inc. | 2,969 | $799.0K | 0.18% | +997+50.6% | Added |
| Pathway Financial Advisers, LLC | 2,975 | $800.5K | 0.27% | +366+14.0% | Added |
| Exchange Bank | 2,989 | $804.2K | 0.65% | −87−2.8% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $807.1K | 0.26% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,000 | $807.1K | 0.17% | +3,000 | New |
| Linscomb & Williams, Inc. | 3,003 | $808.0K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,006 | $808.8K | 0.10% | −258−7.9% | Reduced |
| Empirical Asset Management, LLC | 3,010 | $809.9K | 0.28% | −14,973−83.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,012 | $810.4K | 0.14% | −72−2.3% | Reduced |
| Hendley & Co Inc | 3,015 | $811.0K | 0.28% | +65+2.2% | Added |
| Strategic Advocates LLC | 3,020 | $812.5K | 0.28% | +1,213+67.1% | Added |
| Strategic Blueprint, LLC | 3,021 | $812.9K | 0.04% | +86+2.9% | Added |
| Prelude Capital Management, LLC | 3,033 | $816.0K | 0.08% | +1,138+60.1% | Added |
| Scissortail Wealth Management, LLC | 3,037 | $817.1K | 0.21% | +20+0.7% | Added |
| Global Trust Asset Management, LLC | 3,046 | $819.5K | 0.50% | −509−14.3% | Reduced |
| Harbour Investment Management LLC | 3,050 | $820.6K | 0.37% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 3,063 | $824.1K | 0.07% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 3,072 | $826.5K | 0.22% | +34+1.1% | Added |
| Curat Global, LLC | 3,075 | $827.3K | 1.01% | +3,075 | New |
| Pictet & Cie (Europe) SA | 3,090 | $831.4K | 0.02% | +457+17.4% | Added |
| Tradition Wealth Management, LLC | 3,094 | $832.5K | 0.07% | +23+0.7% | Added |
| Clean Yield Group | 3,095 | $832.7K | 0.27% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,135 | $843.6K | 0.07% | −269−7.9% | Reduced |
| CFO4Life Group, LLC | 3,149 | $847.2K | 0.14% | −261−7.7% | Reduced |
| Embree Financial Group | 3,167 | $852.1K | 0.14% | +129+4.2% | Added |
| Simon Quick Advisors, LLC | 3,175 | $854.3K | 0.05% | +147+4.9% | Added |
| US Asset Management LLC | 3,183 | $856.0K | 0.82% | −17−0.5% | Reduced |
| Matrix Asset Advisors Inc | 3,187 | $857.5K | 0.09% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,189 | $858.0K | 0.26% | +53+1.7% | Added |
| SeaCrest Wealth Management, LLC | 3,204 | $861.9K | 0.10% | −84−2.6% | Reduced |
| Strategic Wealth Designers | 3,207 | $863.0K | 1.50% | −437,599−99.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,214 | $865.0K | 0.05% | +185+6.1% | Added |
| Cable Hill Partners, LLC | 3,238 | $865.3K | 0.08% | −393−10.8% | Reduced |
| PDS Planning, Inc | 3,217 | $865.5K | 0.07% | +250+8.4% | Added |
| Altfest L J & Co Inc | 3,218 | $865.8K | 0.11% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,228 | $868.5K | 0.14% | +251+8.4% | Added |
| Elyxium Wealth, LLC | 3,238 | $871.2K | 0.39% | +3,238 | New |
| International Assets Investment Management, LLC | 3,239 | $871.4K | 0.08% | +26+0.8% | Added |
| Verity & Verity, LLC | 3,241 | $872.0K | 0.08% | −126−3.7% | Reduced |
| United Community Bank | 3,253 | $875.2K | 0.33% | +49+1.5% | Added |
| Savvy Advisors, Inc. | 3,257 | $876.3K | 0.09% | +899+38.1% | Added |
| Hartford Financial Management Inc. | 3,258 | $876.6K | 0.18% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,258 | $876.6K | 0.00% | +1,760+117.5% | Added |
| Cetera Trust Company, N.A | 3,260 | $877.1K | 0.56% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,263 | $878.0K | 0.11% | +161+5.2% | Added |
| Cadent Capital Advisors, LLC | 3,267 | $879.0K | 0.33% | +479+17.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,269 | $879.6K | 0.04% | +139+4.4% | Added |
| Ocean Capital Management, LLC | 3,270 | $879.8K | 0.21% | +5+0.2% | Added |
| Capital Advantage, Inc. | 2,965 | $880.0K | 0.16% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,272 | $880.3K | 0.11% | +25+0.8% | Added |
| Mayflower Financial Advisors, LLC | 3,273 | $880.7K | 0.13% | −124−3.7% | Reduced |
| Brucke Financial, Inc. | 3,314 | $882.9K | 0.77% | +207+6.7% | Added |
| Somerville Kurt F | 3,285 | $883.8K | 0.15% | +35+1.1% | Added |
| Aspen Investment Management Inc | 3,286 | $884.0K | 0.41% | −30−0.9% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 3,286 | $884.1K | 0.21% | +3,286 | New |
| Howard Capital Management Inc. | 3,288 | $884.6K | 0.02% | −468−12.5% | Reduced |
| Richwood Investment Advisors, LLC | 3,291 | $885.3K | 0.75% | −110−3.2% | Reduced |
| Sendero Wealth Management, LLC | 3,300 | $887.9K | 0.12% | −195−5.6% | Reduced |