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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 3,306 | $889.5K | 0.05% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $892.8K | 0.26% | 00.0% | Unchanged |
| Westmount Partners, LLC | 3,322 | $893.7K | 0.27% | +470+16.5% | Added |
| First Foundation Advisors | 3,324 | $894.4K | 0.04% | −7−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 3,332 | $896.5K | 0.02% | +294+9.7% | Added |
| Bell Bank | 3,333 | $896.7K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,333 | $897.0K | 0.05% | +3,333 | New |
| Texas Yale Capital Corp. | 3,348 | $900.8K | 0.04% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,348 | $900.9K | 0.15% | +128+4.0% | Added |
| Knightsbridge Asset Management, LLC | 3,366 | $905.6K | 0.23% | +345+11.4% | Added |
| Conway Capital Management, Inc. | 3,375 | $908.0K | 0.45% | +2,325+221.4% | Added |
| Watts Gwilliam & Co., LLC | 3,384 | $910.5K | 0.20% | −13−0.4% | Reduced |
| Mattson Financial Services, LLC | 3,398 | $914.2K | 0.27% | −243−6.7% | Reduced |
| Revisor Wealth Management LLC | 3,415 | $918.8K | 0.41% | +3,415 | New |
| MidWestOne Financial Group, Inc. | 3,417 | $919.3K | 0.13% | −14−0.4% | Reduced |
| Defined Wealth Management, LLC | 3,424 | $921.2K | 0.62% | +11+0.3% | Added |
| Lindbrook Capital, LLC | 3,426 | $921.7K | 0.08% | −233−6.4% | Reduced |
| Proficio Capital Partners LLC | 3,438 | $925.0K | 0.07% | +29+0.9% | Added |
| Kovack Advisors, Inc. | 3,468 | $933.0K | 0.10% | +109+3.2% | Added |
| Alerus Financial NA | 3,473 | $934.4K | 0.07% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,474 | $934.5K | 0.40% | +77+2.3% | Added |
| Hills Bank & Trust Co | 3,487 | $938.2K | 0.07% | −37−1.0% | Reduced |
| ERn Financial, LLC | 3,498 | $941.1K | 0.15% | 00.0% | Unchanged |
| Platform Technology Partners | 3,501 | $942.0K | 0.27% | +17+0.5% | Added |
| ICONIQ Capital, LLC | 3,546 | $954.1K | 0.02% | +550+18.4% | Added |
| MJP Associates Inc | 3,546 | $954.2K | 0.17% | +404+12.9% | Added |
| Navis Wealth Advisors, LLC | 3,548 | $954.6K | 0.94% | +2,791+368.7% | Added |
| WBH Advisory Inc | 3,567 | $959.7K | 0.09% | −317−8.2% | Reduced |
| Park Edge Advisors, LLC | 3,574 | $961.7K | 0.27% | +2,472+224.3% | Added |
| Quent Capital, LLC | 3,577 | $962.5K | 0.10% | −129−3.5% | Reduced |
| Oak Asset Management, LLC | 3,580 | $963.2K | 0.35% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,595 | $967.0K | 0.08% | 00.0% | Unchanged |
| Saybrook Capital | 3,600 | $968.6K | 0.27% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,603 | $969.4K | 0.15% | +215+6.3% | Added |
| Cornerstone Wealth Management, LLC | 3,621 | $974.1K | 0.07% | −8−0.2% | Reduced |
| Verus Capital Partners, LLC | 3,627 | $975.9K | 0.10% | −712−16.4% | Reduced |
| Steel Peak Wealth Management LLC | 3,640 | $979.4K | 0.04% | +15+0.4% | Added |
| Strategy Asset Managers LLC | 3,642 | $979.9K | 0.20% | +1,984+119.7% | Added |
| GTS Securities LLC | 3,651 | $982.3K | 0.04% | +1,040+39.8% | Added |
| Axxcess Wealth Management, LLC | 3,659 | $984.4K | 0.03% | −2,556−41.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,659 | $984.6K | 0.00% | +1,428+64.0% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $985.3K | 0.14% | 00.0% | Unchanged |
| Tang Capital Management LLC | 3,666 | $986.3K | 0.05% | −133−3.5% | Reduced |
| Ameritas Advisory Services, LLC | 3,497 | $988.5K | 0.04% | −2,562−42.3% | Reduced |
| Belpointe Asset Management LLC | 3,697 | $995.0K | 0.05% | −4,715−56.1% | Reduced |
| Gsa Capital Partners LLP | 3,699 | $995.0K | 0.09% | +2,694+268.1% | Added |
| Skba Capital Management LLC | 3,707 | $997.4K | 0.15% | +2,257+155.7% | Added |
| Alexander Randolph Advisory, Inc. | 3,712 | $998.7K | 0.98% | −28−0.7% | Reduced |
| Gratus Wealth Advisors, LLC | 3,714 | $999.3K | 0.16% | +5+0.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,718 | $1.00M | 0.03% | +2,704+266.7% | Added |
| Burford Brothers, Inc. | 3,734 | $1.00M | 0.49% | +109+3.0% | Added |
| Sanders Morris Harris LLC | 3,731 | $1.01M | 0.16% | −161−4.1% | Reduced |
| First Western Trust Bank | 3,785 | $1.02M | 0.05% | −34−0.9% | Reduced |
| Winebrenner Capital Management LLC | 3,799 | $1.02M | 0.92% | −238−5.9% | Reduced |
| Midland Wealth Advisors LLC | 3,801 | $1.02M | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 3,828 | $1.03M | 0.16% | −35−0.9% | Reduced |
| Benin Management CORP | 3,838 | $1.03M | 0.29% | −308−7.4% | Reduced |
| Centerpoint Advisors, LLC | 3,841 | $1.03M | 0.38% | −10−0.3% | Reduced |
| MTM Investment Management, LLC | 3,822 | $1.03M | 0.40% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 3,844 | $1.03M | 0.52% | +3,844 | New |
| Bridges Investment Management Inc | 3,846 | $1.03M | 0.01% | +8+0.2% | Added |
| Alhambra Investment Partners LLC | 3,851 | $1.04M | 0.53% | −139−3.5% | Reduced |
| Trueblood Wealth Management, LLC | 3,894 | $1.05M | 0.49% | +527+15.7% | Added |
| Hager Investment Management Services, LLC | 3,898 | $1.05M | 0.73% | +1,093+39.0% | Added |
| Byrne Asset Management LLC | – | $1.05M | 0.78% | – | – |
| Coastal Investment Advisors, Inc. | 3,907 | $1.05M | 0.48% | +202+5.5% | Added |
| Culbertson A N & Co Inc | 3,913 | $1.05M | 0.17% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,915 | $1.05M | 0.15% | +889+29.4% | Added |
| Olistico Wealth, LLC | 3,919 | $1.05M | 0.65% | +94+2.5% | Added |
| Brooks, Moore & Associates, Inc. | 3,923 | $1.06M | 0.60% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,926 | $1.06M | 0.07% | −116−2.9% | Reduced |
| West Coast Financial LLC | 3,949 | $1.06M | 0.12% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,952 | $1.06M | 0.16% | +29+0.7% | Added |
| Forte Capital LLC | 3,966 | $1.07M | 0.13% | +177+4.7% | Added |
| Next Level Private LLC | 3,982 | $1.07M | 0.40% | +74+1.9% | Added |
| Evermay Wealth Management LLC | 3,983 | $1.07M | 0.14% | −58−1.4% | Reduced |
| Everhart Financial Group, Inc. | 3,987 | $1.07M | 0.15% | −406−9.2% | Reduced |
| Evanson Asset Management, LLC | 3,989 | $1.07M | 0.08% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 4,000 | $1.08M | 0.63% | −35−0.9% | Reduced |
| Ulysses Management LLC | 4,000 | $1.08M | 0.27% | 00.0% | Unchanged |
| Moment Partners, LLC | 4,004 | $1.08M | 0.21% | 00.0% | Unchanged |
| Graypoint LLC | 4,016 | $1.08M | 0.07% | −125−3.0% | Reduced |
| SMART Wealth LLC | 4,025 | $1.08M | 0.39% | +4,025 | New |
| BSW Wealth Partners | 4,028 | $1.08M | 0.16% | +178+4.6% | Added |
| Riverbend Wealth Management, LLC | 4,036 | $1.09M | 0.97% | +159+4.1% | Added |
| Promethium Advisors,llc | 4,036 | $1.09M | 0.70% | −165−3.9% | Reduced |
| Essex Financial Services, Inc. | 4,036 | $1.09M | 0.08% | +8+0.2% | Added |
| Meridian Wealth Management, LLC | 4,044 | $1.09M | 0.05% | +145+3.7% | Added |
| Lazari Capital Management, Inc. | 4,058 | $1.09M | 0.45% | +452+12.5% | Added |
| Sunflower Bank, N.A. | 4,060 | $1.09M | 0.31% | +6+0.1% | Added |
| Essex Investment Management Co LLC | 4,089 | $1.10M | 0.23% | +7+0.2% | Added |
| Ipswich Investment Management Co., Inc. | 4,091 | $1.10M | 0.27% | +75+1.9% | Added |
| Guardian Investment Management | 4,092 | $1.10M | 0.94% | −250−5.8% | Reduced |
| Morse Asset Management, Inc | 4,105 | $1.10M | 0.28% | +65+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,122 | $1.11M | 0.06% | −400−8.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,124 | $1.11M | 0.40% | −250−5.7% | Reduced |
| United Asset Strategies, Inc. | 4,135 | $1.11M | 0.10% | −167−3.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,152 | $1.12M | 0.17% | +6+0.1% | Added |
| CWA Asset Management Group, LLC | 4,154 | $1.12M | 0.05% | +56+1.4% | Added |
| Amarillo National Bank | 4,156 | $1.12M | 0.22% | 00.0% | Unchanged |