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
- 2,628
- +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 |
|---|---|---|---|---|---|
| Stablepoint Partners, LLC | 6,244 | $1.68M | 0.30% | −747−10.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 6,287 | $1.69M | 0.47% | −795−11.2% | Reduced |
| OneAscent Financial Services LLC | 6,290 | $1.69M | 0.11% | +3,713+144.1% | Added |
| Checchi Capital Advisers, LLC | 6,310 | $1.70M | 0.12% | −346−5.2% | Reduced |
| Legacy Edge Advisors, LLC | 6,343 | $1.71M | 0.27% | +362+6.1% | Added |
| Parisi Gray Wealth Management | 6,370 | $1.71M | 0.56% | +30.0% | Added |
| S&CO Inc | 6,386 | $1.72M | 0.12% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,418 | $1.73M | 0.07% | −94,974−93.7% | Reduced |
| Trust Asset Management LLC | 6,422 | $1.73M | 0.14% | −485−7.0% | Reduced |
| PFG Investments, LLC | 6,428 | $1.73M | 0.11% | +749+13.2% | Added |
| Tilia Fiduciary Partners, Inc. | 6,436 | $1.73M | 1.15% | +6,436 | New |
| Optiver Holding B.V. | 6,456 | $1.74M | 0.07% | −627−8.9% | Reduced |
| Delta Financial Group, Inc. | 6,272 | $1.74M | 0.40% | +1,847+41.7% | Added |
| Csenge Advisory Group | 6,939 | $1.74M | 0.10% | −879−11.2% | Reduced |
| 3Chopt Investment Partners, LLC | 6,491 | $1.75M | 0.46% | +6,491 | New |
| Mutual Advisors, LLC | 6,605 | $1.75M | 0.05% | −1,654−20.0% | Reduced |
| Piscataqua Savings Bank | 6,509 | $1.75M | 1.55% | −304−4.5% | Reduced |
| Balboa Wealth Partners | 6,513 | $1.75M | 0.42% | +820+14.4% | Added |
| BancorpSouth Bank | 6,515 | $1.75M | 0.13% | −90−1.4% | Reduced |
| Private Trust Co NA | 6,522 | $1.75M | 0.18% | −112−1.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,526 | $1.76M | 0.03% | +997+18.0% | Added |
| Hall Capital Management Co Inc | 6,529 | $1.76M | 0.81% | +1,652+33.9% | Added |
| McAdam, LLC | 6,534 | $1.76M | 0.11% | −21−0.3% | Reduced |
| Lee Danner & Bass Inc | 6,537 | $1.76M | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,541 | $1.76M | 0.09% | −84−1.3% | Reduced |
| Aurora Private Wealth, Inc. | 6,542 | $1.76M | 1.41% | −171−2.5% | Reduced |
| Eagle Capital Management, LLC | 6,552 | $1.76M | 0.78% | +6,552 | New |
| Huntleigh Advisors, Inc. | 6,605 | $1.78M | 0.30% | +93+1.4% | Added |
| Pensionmark Financial Group, LLC | 6,615 | $1.78M | 0.05% | +558+9.2% | Added |
| VestGen Advisors, LLC | 6,615 | $1.78M | 0.08% | +6,615 | New |
| Forum Financial Management, LP | 6,648 | $1.79M | 0.03% | +26+0.4% | Added |
| Center for Financial Planning, Inc. | 6,664 | $1.79M | 0.23% | −96−1.4% | Reduced |
| Baldwin Investment Management, LLC | 6,687 | $1.80M | 0.22% | +2,050+44.2% | Added |
| Citadel Investment Advisory, Inc. | 6,709 | $1.80M | 0.89% | −175−2.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | 00.0% | Unchanged |
| Beacon Financial Group | 6,767 | $1.82M | 0.20% | −25−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 6,830 | $1.84M | 0.11% | −538−7.3% | Reduced |
| Dark Forest Capital Management LP | 6,850 | $1.84M | 0.08% | +6,850 | New |
| Inkwell Capital LLC | 6,851 | $1.84M | 2.01% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 6,857 | $1.84M | 0.07% | −532−7.2% | Reduced |
| Crestwood Advisors Group LLC | 6,869 | $1.85M | 0.04% | +702+11.4% | Added |
| Associated Banc-Corp | 6,926 | $1.86M | 0.06% | −196−2.8% | Reduced |
| Dynasty Wealth Management, LLC | 6,942 | $1.87M | 0.03% | +113+1.7% | Added |
| Quantitative Investment Management, LLC | 6,957 | $1.87M | 0.17% | +6,120+731.2% | Added |
| Centiva Capital, LP | 6,965 | $1.87M | 0.11% | +4,955+246.5% | Added |
| Confluence Wealth Services, Inc. | 7,213 | $1.88M | 0.12% | +2,601+56.4% | Added |
| Level Four Advisory Services, LLC | 7,000 | $1.88M | 0.08% | −776−10.0% | Reduced |
| NBC Securities, Inc. | 7,017 | $1.89M | 0.16% | +7,011+116,850.0% | Added |
| Scientech Research LLC | 7,027 | $1.89M | 0.50% | +7,027 | New |
| Flputnam Investment Management Co | 7,057 | $1.90M | 0.04% | −78−1.1% | Reduced |
| Everett Harris & Co | 7,057 | $1.90M | 0.02% | −36−0.5% | Reduced |
| GLOBALT Investments LLC | 7,077 | $1.90M | 0.08% | −126−1.7% | Reduced |
| Auxier Asset Management | 7,093 | $1.91M | 0.28% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 7,895 | $1.91M | 0.20% | −4,829−38.0% | Reduced |
| Groupama Asset Managment | 7,245 | $1.92M | 0.04% | −99−1.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,156 | $1.93M | 0.48% | −74−1.0% | Reduced |
| Intellectus Partners, LLC | 7,185 | $1.93M | 0.48% | −125−1.7% | Reduced |
| Excalibur Management Corp | 7,210 | $1.94M | 0.76% | −144−2.0% | Reduced |
| Gateway Investment Advisers LLC | 7,294 | $1.96M | 0.02% | +38+0.5% | Added |
| Palisade Asset Management, LLC | 7,295 | $1.96M | 0.20% | −232−3.1% | Reduced |
| Birinyi Associates Inc | 7,295 | $1.96M | 0.63% | +45+0.6% | Added |
| Boltwood Capital Management | 7,298 | $1.96M | 0.60% | −45−0.6% | Reduced |
| Smartleaf Asset Management LLC | 7,402 | $1.97M | 0.19% | +246+3.4% | Added |
| ISAM Funds (UK) Ltd | 7,323 | $1.97M | 0.97% | +7,323 | New |
| Ronald Blue Trust, Inc. | 7,334 | $1.97M | 0.03% | +869+13.4% | Added |
| Nixon Peabody Trust Co | 7,344 | $1.98M | 0.17% | −92−1.2% | Reduced |
| Stock Yards Bank & Trust Co | 7,401 | $1.99M | 0.07% | −385−4.9% | Reduced |
| Sciencast Management LP | 7,405 | $1.99M | 0.46% | −2,847−27.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,409 | $1.99M | 0.95% | −10−0.1% | Reduced |
| Veracity Capital LLC | 7,417 | $2.00M | 0.78% | +4+0.1% | Added |
| Jackson Wealth Management, LLC | 7,457 | $2.01M | 0.24% | −1,718−18.7% | Reduced |
| First National Trust Co | 7,465 | $2.01M | 0.08% | −1,120−13.0% | Reduced |
| Western Financial Corp | 7,486 | $2.01M | 1.17% | +1,156+18.3% | Added |
| Beverly Hills Private Wealth, LLC | 7,503 | $2.02M | 0.40% | −18−0.2% | Reduced |
| Arjuna Capital | 7,513 | $2.02M | 0.56% | −8,878−54.2% | Reduced |
| Oldfather Financial Services, LLC | 7,517 | $2.02M | 0.77% | +20.0% | Added |
| Harold Davidson & Associates Inc. | 7,528 | $2.03M | 1.11% | +124+1.7% | Added |
| La Banque Postale Asset Management SA | 7,548 | $2.03M | 0.03% | −288−3.7% | Reduced |
| RMR Capital Management, LLC | 7,558 | $2.03M | 1.47% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 7,628 | $2.05M | 0.28% | 00.0% | Unchanged |
| Pitcairn Co | 7,632 | $2.05M | 0.12% | −30.0% | Reduced |
| RB Capital Management, LLC | 7,636 | $2.05M | 0.50% | +845+12.4% | Added |
| SageView Advisory Group, LLC | 7,646 | $2.06M | 0.09% | −950−11.1% | Reduced |
| Taylor Frigon Capital Management LLC | 7,713 | $2.08M | 1.24% | +15+0.2% | Added |
| Holderness Investments Co | 7,734 | $2.08M | 0.49% | −16−0.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,737 | $2.08M | 0.50% | 00.0% | Unchanged |
| NBZ Investment Advisors LLC | 7,762 | $2.09M | 1.21% | +2,403+44.8% | Added |
| Citizens National Bank Trust Department | 7,805 | $2.10M | 0.45% | +172+2.3% | Added |
| Osborne Partners Capital Management, LLC | 7,808 | $2.10M | 0.12% | −30−0.4% | Reduced |
| Spire Wealth Management | 7,815 | $2.10M | 0.07% | +4,254+119.5% | Added |
| AlTi Global, Inc. | 7,887 | $2.12M | 0.06% | −682−8.0% | Reduced |
| Rothschild Investment LLC | 7,896 | $2.12M | 0.14% | −642−7.5% | Reduced |
| Dover Advisors, LLC | 8,006 | $2.15M | 0.94% | +636+8.6% | Added |
| RMR Wealth Builders | 8,015 | $2.16M | 0.23% | +349+4.6% | Added |
| GAMMA Investing LLC | 8,039 | $2.16M | 0.16% | +238+3.1% | Added |
| Jefferies Financial Group Inc. | 8,063 | $2.17M | 0.04% | +6,301+357.6% | Added |
| Fulton Bank, N.A. | 8,068 | $2.17M | 0.09% | −830−9.3% | Reduced |
| Western Wealth Management, LLC | 8,068 | $2.17M | 0.14% | −1,177−12.7% | Reduced |
| IFG Advisory, LLC | 8,114 | $2.18M | 0.12% | −321−3.8% | Reduced |
| Bridgewater Advisors Inc. | 8,182 | $2.18M | 0.19% | +8,182 | New |