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 |
|---|---|---|---|---|---|
| PFG Advisors | 5,025 | $1.35M | 0.08% | −35−0.7% | Reduced |
| Griffith & Werner, Inc. | 5,028 | $1.35M | 0.84% | +610+13.8% | Added |
| Harbor Investment Advisory, LLC | 5,034 | $1.35M | 0.13% | −40−0.8% | Reduced |
| Signal Advisors Wealth, LLC | 5,036 | $1.35M | 0.13% | −188−3.6% | Reduced |
| Cornerstone Planning Group LLC | 5,236 | $1.36M | 0.33% | +40+0.8% | Added |
| Bradyco, Inc. | 5,074 | $1.37M | 1.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,083 | $1.37M | 0.42% | 00.0% | Unchanged |
| Patten & Patten Inc | 5,090 | $1.37M | 0.09% | −19−0.4% | Reduced |
| Factorial Partners, LLC | 5,100 | $1.37M | 0.85% | −100−1.9% | Reduced |
| Clarius Group, LLC | 5,101 | $1.37M | 0.09% | +1,922+60.5% | Added |
| Pecaut & Co. | 5,119 | $1.38M | 0.47% | −50−1.0% | Reduced |
| Solitude Financial Services | 5,123 | $1.38M | 0.54% | +1,130+28.3% | Added |
| Weik Capital Management | 5,138 | $1.38M | 0.56% | −625−10.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,011 | $1.38M | 0.05% | +340+7.3% | Added |
| Atomi Financial Group, Inc. | 5,151 | $1.39M | 0.06% | −284−5.2% | Reduced |
| First Dallas Securities Inc. | 5,162 | $1.39M | 0.58% | −250−4.6% | Reduced |
| Focus Financial Network, Inc. | 5,167 | $1.39M | 0.06% | −710−12.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,174 | $1.39M | 1.30% | −50−1.0% | Reduced |
| Delphi Management Inc | 5,176 | $1.39M | 1.42% | −537−9.4% | Reduced |
| Stratos Wealth Advisors, LLC | 5,178 | $1.39M | 0.08% | −470−8.3% | Reduced |
| Baker Avenue Asset Management, LP | 5,188 | $1.40M | 0.04% | +49+1.0% | Added |
| Vectors Research Management, LLC | 5,189 | $1.40M | 0.49% | 00.0% | Unchanged |
| Norden Group LLC | 5,189 | $1.40M | 0.16% | −122−2.3% | Reduced |
| Sapient Capital LLC | 5,206 | $1.40M | 0.03% | −46−0.9% | Reduced |
| S.A. Mason LLC | 5,206 | $1.40M | 0.74% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 5,208 | $1.40M | 0.29% | −12−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,408 | $1.41M | 0.01% | −756−12.3% | Reduced |
| Spinnaker Trust | 5,269 | $1.42M | 0.09% | −20−0.4% | Reduced |
| Paragon Private Wealth Management, LLC | 5,271 | $1.42M | 0.66% | −25−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,288 | $1.42M | 0.05% | −134−2.5% | Reduced |
| Monte Financial Group, LLC | 5,669 | $1.42M | 0.62% | −15−0.3% | Reduced |
| Stokes Family Office, LLC | 5,304 | $1.43M | 0.16% | −3,000−36.1% | Reduced |
| U S Global Investors Inc | 5,305 | $1.43M | 0.19% | +805+17.9% | Added |
| Ledyard National Bank | 5,312 | $1.43M | 0.14% | −205−3.7% | Reduced |
| Legacy Advisors, LLC | 5,324 | $1.43M | 0.15% | +178+3.5% | Added |
| William Allan, LLC | 5,332 | $1.43M | 0.90% | −9,192−63.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,338 | $1.44M | 0.27% | −126−2.3% | Reduced |
| Advisory Research Inc | 5,389 | $1.45M | 0.26% | −239−4.2% | Reduced |
| Strategic Advisors LLC | 5,401 | $1.45M | 0.28% | +45+0.8% | Added |
| Lebenthal Global Advisors, LLC | 5,405 | $1.45M | 0.27% | +136+2.6% | Added |
| Sirios Capital Management L P | 5,417 | $1.46M | 0.26% | +18+0.3% | Added |
| Alpine Bank Wealth Management | 5,445 | $1.46M | 0.24% | +5,445 | New |
| Crewe Advisors LLC | 5,457 | $1.47M | 0.21% | −66−1.2% | Reduced |
| Bank of Hawaii | 5,468 | $1.47M | 0.08% | −388−6.6% | Reduced |
| Cambridge Financial Group, LLC | 5,495 | $1.48M | 0.63% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5,496 | $1.48M | 0.23% | +5+0.1% | Added |
| Cypress Wealth Services, LLC | 5,499 | $1.48M | 0.30% | +167+3.1% | Added |
| Icon Advisers Inc | 5,500 | $1.48M | 0.35% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,527 | $1.49M | 0.48% | −53−0.9% | Reduced |
| Caxton Associates LLP | 5,532 | $1.49M | 0.05% | +5,532 | New |
| Pine Valley Investments Ltd Liability Co | 5,535 | $1.49M | 0.10% | +10.0% | Added |
| Interchange Capital Partners, LLC | 5,543 | $1.49M | 0.42% | +30+0.5% | Added |
| KRS Capital Management, LLC | 5,558 | $1.50M | 1.19% | +51+0.9% | Added |
| Harbour Investments, Inc. | 5,560 | $1.50M | 0.04% | +140+2.6% | Added |
| Stonebrook Private Inc. | 5,568 | $1.50M | 0.39% | +55+1.0% | Added |
| Cigna Investments Inc | 5,589 | $1.50M | 0.28% | −188−3.3% | Reduced |
| Argus Investors' Counsel, Inc. | 5,604 | $1.51M | 1.15% | −1,118−16.6% | Reduced |
| Hohimer Wealth Management, LLC | 5,607 | $1.51M | 0.29% | −222−3.8% | Reduced |
| Invst, LLC | 5,617 | $1.51M | 0.21% | −3,433−37.9% | Reduced |
| Rockland Trust Co | 5,633 | $1.52M | 0.08% | −1,227−17.9% | Reduced |
| Capital Analysts, LLC | 5,637 | $1.52M | 0.06% | −29−0.5% | Reduced |
| Greenwood Gearhart Inc | 5,639 | $1.52M | 0.10% | −360−6.0% | Reduced |
| Red Door Wealth Management, LLC | 5,650 | $1.52M | 0.22% | +1,283+29.4% | Added |
| Blodgett Wealth Advisors, LLC | 5,659 | $1.52M | 1.30% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 5,672 | $1.53M | 0.61% | +139+2.5% | Added |
| Canopy Partners, LLC | 5,673 | $1.53M | 0.59% | +617+12.2% | Added |
| Manchester Capital Management LLC | 5,722 | $1.54M | 0.19% | +164+3.0% | Added |
| Community Bank, N.A. | 5,737 | $1.54M | 0.21% | −175−3.0% | Reduced |
| Conning Inc. | 5,759 | $1.55M | 0.05% | +1,541+36.5% | Added |
| Highview Capital Management LLC | 5,776 | $1.55M | 0.65% | +284+5.2% | Added |
| Advisor OS, LLC | 5,808 | $1.56M | 0.18% | +485+9.1% | Added |
| Financial Counselors Inc | 5,827 | $1.57M | 0.02% | −182−3.0% | Reduced |
| Highline Wealth Partners LLC | 5,849 | $1.57M | 0.53% | +10.0% | Added |
| Leavell Investment Management, Inc. | 5,865 | $1.58M | 0.08% | −78−1.3% | Reduced |
| Insight Advisors, LLC | 5,882 | $1.58M | 0.28% | −126−2.1% | Reduced |
| Syon Capital LLC | 5,894 | $1.59M | 0.13% | +500+9.3% | Added |
| Old National Bancorp | 5,912 | $1.59M | 0.04% | −207−3.4% | Reduced |
| GeoWealth Management, LLC | 5,914 | $1.59M | 0.06% | −1,535−20.6% | Reduced |
| Fort Point Capital Partners LLC | 5,928 | $1.59M | 0.18% | −16−0.3% | Reduced |
| Ransom Advisory, Ltd | 5,946 | $1.60M | 0.79% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 5,957 | $1.60M | 0.14% | −254−4.1% | Reduced |
| YHB Investment Advisors, Inc. | 5,967 | $1.61M | 0.13% | +6+0.1% | Added |
| Fielder Capital Group LLC | 6,015 | $1.62M | 0.47% | −4−0.1% | Reduced |
| Lakeshore Capital Group, Inc. | 6,015 | $1.62M | 1.56% | +171+2.9% | Added |
| First Citizens Bank & Trust Co | 6,019 | $1.62M | 0.04% | +143+2.4% | Added |
| B&L Asset Management LLC | 6,026 | $1.62M | 1.06% | +31+0.5% | Added |
| Weil Company, Inc. | 6,035 | $1.62M | 0.48% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,037 | $1.62M | 0.58% | −235−3.7% | Reduced |
| Mather Group, LLC. | 6,072 | $1.63M | 0.02% | +473+8.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,104 | $1.64M | 0.09% | −290−4.5% | Reduced |
| MainStreet Investment Advisors LLC | 6,104 | $1.64M | 0.24% | +207+3.5% | Added |
| Diligent Investors, LLC | 6,119 | $1.65M | 0.40% | −78−1.3% | Reduced |
| Grove Bank & Trust | 6,146 | $1.65M | 0.22% | +653+11.9% | Added |
| Busey Wealth Management | 6,157 | $1.66M | 0.06% | +28+0.5% | Added |
| WSFS Capital Management, LLC | 6,157 | $1.66M | 0.10% | −7−0.1% | Reduced |
| Abundance Wealth Counselors | 6,213 | $1.67M | 0.35% | +74+1.2% | Added |
| Alps Advisors Inc | 6,223 | $1.67M | 0.01% | −676−9.8% | Reduced |
| Capital International Sarl | 6,227 | $1.68M | 0.04% | +2,554+69.5% | Added |
| Avestar Capital, LLC | 6,243 | $1.68M | 0.16% | +909+17.0% | Added |
| Stablepoint Partners, LLC | 6,244 | $1.68M | 0.30% | −747−10.7% | Reduced |