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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 4,161 | $1.12M | 0.10% | −469−10.1% | Reduced |
| Prairie Sky Financial Group LLC | 4,166 | $1.12M | 0.67% | −15−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,171 | $1.12M | 0.06% | +605+17.0% | Added |
| InvesTrust | 4,200 | $1.13M | 0.31% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,205 | $1.13M | 0.11% | −100−2.3% | Reduced |
| IFG Advisors, LLC | 4,230 | $1.14M | 0.22% | −76−1.8% | Reduced |
| Marcum Wealth, LLC | 4,233 | $1.14M | 0.10% | +173+4.3% | Added |
| Larson Financial Group LLC | 4,234 | $1.14M | 0.05% | +914+27.5% | Added |
| Moloney Securities Asset Management, LLC | 4,234 | $1.14M | 0.15% | −302−6.7% | Reduced |
| First Affirmative Financial Network | 4,244 | $1.14M | 0.70% | +229+5.7% | Added |
| Ervin Investment Management, LLC | 4,266 | $1.15M | 0.77% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 4,268 | $1.15M | 0.38% | −19,480−82.0% | Reduced |
| Atlas Brown,Inc. | 4,272 | $1.15M | 0.40% | +16+0.4% | Added |
| Schulhoff & Co Inc | 4,300 | $1.16M | 0.51% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,301 | $1.16M | 0.33% | +668+18.4% | Added |
| Aaron Wealth Advisors | 4,316 | $1.16M | 0.13% | +90+2.1% | Added |
| Fullcircle Wealth LLC | 4,384 | $1.16M | 0.48% | +8+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 4,377 | $1.16M | 0.20% | −7−0.2% | Reduced |
| Resolute Wealth Strategies, LLC | 4,321 | $1.16M | 0.65% | +784+22.2% | Added |
| Accredited Investors Inc. | 4,341 | $1.17M | 0.07% | +14+0.3% | Added |
| Salem Investment Counselors Inc | 4,357 | $1.17M | 0.04% | +23+0.5% | Added |
| Sage Mountain Advisors LLC | 4,377 | $1.18M | 0.09% | −26−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,380 | $1.18M | 0.22% | +470+12.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,387 | $1.18M | 0.08% | +4,387 | New |
| Wolverine Asset Management LLC | 4,397 | $1.18M | 0.02% | +3,197+266.4% | Added |
| Balentine LLC | 4,398 | $1.18M | 0.05% | +3,259+286.1% | Added |
| Resources Management Corp | 4,405 | $1.19M | 0.17% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,407 | $1.19M | 0.31% | −190−4.1% | Reduced |
| Oakworth Capital, Inc. | 4,412 | $1.19M | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,416 | $1.19M | 0.03% | −515−10.4% | Reduced |
| Sage Rhino Capital LLC | 4,430 | $1.19M | 0.28% | +74+1.7% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,432 | $1.19M | 0.19% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,438 | $1.19M | 0.10% | +44+1.0% | Added |
| Bedel Financial Consulting, Inc. | 4,336 | $1.19M | 0.17% | +3+0.1% | Added |
| Proathlete Wealth Management LLC | 4,424 | $1.19M | 0.44% | +50+1.1% | Added |
| Twin Tree Management, LP | 4,463 | $1.20M | 0.03% | −15,995−78.2% | Reduced |
| Virtus Investment Advisers, Inc. | 4,481 | $1.21M | 0.33% | +4,481 | New |
| First Command Advisory Services, Inc. | 4,491 | $1.21M | 0.01% | −96−2.1% | Reduced |
| Papp L Roy & Associates | 4,500 | $1.21M | 0.15% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $1.21M | 0.77% | +600+15.4% | Added |
| Marshall Wace, LLP | 4,500 | $1.21M | 0.00% | +4,500 | New |
| American National Bank | 4,507 | $1.21M | 0.13% | +79+1.8% | Added |
| Evelyn Partners Investment Management LLP | 4,509 | $1.21M | 0.04% | −75−1.6% | Reduced |
| Leo Wealth, LLC | 4,559 | $1.23M | 0.18% | −1,301−22.2% | Reduced |
| Tufton Capital Management | 4,562 | $1.23M | 0.24% | +20.0% | Added |
| Allegheny Financial Group LTD | 4,566 | $1.23M | 0.32% | −55−1.2% | Reduced |
| Twelve Points Wealth Management LLC | 4,582 | $1.23M | 0.33% | +11+0.2% | Added |
| Advisors Capital Management, LLC | 4,589 | $1.23M | 0.02% | −12−0.3% | Reduced |
| Sentry LLC | 4,591 | $1.24M | 0.24% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,602 | $1.24M | 0.58% | −934−16.9% | Reduced |
| Barden Capital Management, Inc. | 4,610 | $1.24M | 1.10% | −25−0.5% | Reduced |
| Trust Point Inc. | 4,612 | $1.24M | 0.11% | −943−17.0% | Reduced |
| Plancorp, LLC | 4,615 | $1.24M | 0.05% | +785+20.5% | Added |
| Wellington Shields & Co., LLC | 4,616 | $1.24M | 0.39% | +396+9.4% | Added |
| Profit Investment Management, LLC | 4,619 | $1.24M | 1.15% | −523−10.2% | Reduced |
| Aspiriant, LLC | 4,629 | $1.25M | 0.04% | −543−10.5% | Reduced |
| TCI Wealth Advisors, Inc. | 4,630 | $1.25M | 0.10% | +3+0.1% | Added |
| Pflug Koory, LLC | 4,644 | $1.25M | 0.70% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,651 | $1.25M | 0.12% | +253+5.8% | Added |
| BigSur Wealth Management LLC | 4,655 | $1.25M | 0.34% | +52+1.1% | Added |
| Premier Path Wealth Partners, LLC | 4,666 | $1.26M | 0.20% | +128+2.8% | Added |
| North Star Investment Management Corp. | 4,685 | $1.26M | 0.09% | 00.0% | Unchanged |
| Washington Trust Co | 4,687 | $1.26M | 0.05% | −308−6.2% | Reduced |
| Mystic Asset Management, Inc. | 4,717 | $1.27M | 0.33% | +1,085+29.9% | Added |
| Minot DeBlois Advisors LLC | 4,721 | $1.27M | 1.27% | −157−3.2% | Reduced |
| Kestra Investment Management, LLC | 4,745 | $1.28M | 0.04% | −1,104−18.9% | Reduced |
| Strategic Investment Advisors | 4,749 | $1.28M | 0.14% | −356−7.0% | Reduced |
| Fidelis Capital Partners, LLC | 4,828 | $1.28M | 0.14% | −811−14.4% | Reduced |
| Muirfield Wealth Advisors LLC | 4,752 | $1.28M | 1.09% | +10+0.2% | Added |
| Carr Financial Group Corp | 4,757 | $1.28M | 0.42% | −306−6.0% | Reduced |
| Boyar Asset Management Inc. | 4,758 | $1.28M | 0.93% | −27−0.6% | Reduced |
| Aventura Private Wealth, LLC | 4,762 | $1.28M | 0.67% | +122+2.6% | Added |
| Ignite Planners, LLC | 4,776 | $1.28M | 0.25% | +142+3.1% | Added |
| Leisure Capital Management | 4,767 | $1.28M | 0.53% | −31−0.6% | Reduced |
| Argentarii, LLC | 4,786 | $1.29M | 0.64% | +84+1.8% | Added |
| Green Harvest Asset Management LLC | 4,786 | $1.29M | 0.03% | +1,874+64.4% | Added |
| Diversify Advisory Services, LLC | 4,830 | $1.29M | 0.08% | +617+14.6% | Added |
| Gen-Wealth Partners Inc | 4,804 | $1.29M | 0.54% | +287+6.4% | Added |
| Souders Financial Advisors | 4,824 | $1.30M | 0.18% | +736+18.0% | Added |
| Beaumont Asset Management, L.L.C. | 4,834 | $1.30M | 0.79% | +13+0.3% | Added |
| Simmons Bank | 4,843 | $1.30M | 0.10% | −603−11.1% | Reduced |
| Skopos Labs, Inc. | 4,845 | $1.30M | 0.28% | +1,255+35.0% | Added |
| Woodstock Corp | 4,853 | $1.31M | 0.13% | −362−6.9% | Reduced |
| Guided Capital Wealth Management, LLC | 4,853 | $1.31M | 1.09% | +2,383+96.5% | Added |
| GAM Holding AG | 4,862 | $1.31M | 0.10% | +4,862 | New |
| Aspire Private Capital, LLC | 4,863 | $1.31M | 0.33% | +214+4.6% | Added |
| Wealth Alliance | 4,869 | $1.31M | 0.16% | −63−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,899 | $1.32M | 0.06% | +248+5.3% | Added |
| Orrstown Financial Services Inc | 4,902 | $1.32M | 0.31% | −256−5.0% | Reduced |
| Westpac Banking Corp | 4,910 | $1.32M | 0.10% | −1,183−19.4% | Reduced |
| Levin Capital Strategies, L.P. | 4,917 | $1.32M | 0.14% | +10.0% | Added |
| Modern Wealth Management, LLC | 4,921 | $1.32M | 0.04% | +35+0.7% | Added |
| Wesbanco Bank Inc | 4,953 | $1.33M | 0.05% | +70+1.4% | Added |
| KG&L Capital Management,LLC | 4,959 | $1.33M | 0.43% | +3,947+390.0% | Added |
| First International Bank & Trust | 4,979 | $1.34M | 0.42% | +1,091+28.1% | Added |
| Garde Capital, Inc. | 4,986 | $1.34M | 0.08% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 4,989 | $1.34M | 0.13% | +1,233+32.8% | Added |
| AXS Investments LLC | 4,991 | $1.34M | 0.37% | −159−3.1% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.35M | 0.27% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,295 | $1.35M | 0.03% | +3,148+146.6% | Added |