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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Pinnacle Holdings, LLC | 8,135 | $2.19M | 0.83% | −381−4.5% | Reduced |
| Natural Investments, LLC | 8,158 | $2.19M | 0.62% | +147+1.8% | Added |
| Investors Asset Management of Georgia Inc | 8,180 | $2.20M | 1.11% | −299−3.5% | Reduced |
| Accent Capital Management, LLC | 8,194 | $2.20M | 1.28% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,205 | $2.21M | 0.07% | +2,003+32.3% | Added |
| SOA Wealth Advisors, LLC. | 8,227 | $2.21M | 0.46% | +80+1.0% | Added |
| Spears Abacus Advisors LLC | 8,244 | $2.22M | 0.05% | +21+0.3% | Added |
| Woodmont Investment Counsel LLC | 8,253 | $2.22M | 0.16% | −15−0.2% | Reduced |
| Berkshire Bank | 8,259 | $2.22M | 0.54% | −145−1.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,280 | $2.23M | 1.12% | +106+1.3% | Added |
| Sowell Financial Services LLC | 8,285 | $2.23M | 0.10% | +8,285 | New |
| Bank of Stockton | 8,309 | $2.24M | 0.71% | −450−5.1% | Reduced |
| New England Asset Management Inc | 8,340 | $2.24M | 0.36% | −3,540−29.8% | Reduced |
| FineMark National Bank & Trust | 8,344 | $2.24M | 0.08% | −467−5.3% | Reduced |
| Agf Management Ltd | 8,356 | $2.25M | 0.01% | −263−3.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,360 | $2.25M | 0.05% | +1,102+15.2% | Added |
| Sawgrass Asset Management LLC | 8,373 | $2.25M | 0.28% | −1,122−11.8% | Reduced |
| Prosperity Consulting Group, LLC | 8,387 | $2.26M | 0.17% | +9+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 8,402 | $2.26M | 0.08% | +1,921+29.6% | Added |
| Howard Capital Management Group, LLC | 8,426 | $2.27M | 0.18% | 00.0% | Unchanged |
| Hardy Reed LLC | 8,430 | $2.27M | 0.20% | +20.0% | Added |
| Eqis Capital Management, Inc. | 8,457 | $2.28M | 0.19% | −337−3.8% | Reduced |
| Tealwood Asset Management Inc | 8,525 | $2.29M | 1.06% | +8,525 | New |
| Wilkins Investment Counsel Inc | 8,532 | $2.30M | 0.33% | −310−3.5% | Reduced |
| Buckingham Strategic Partners | 8,588 | $2.31M | 0.04% | +828+10.7% | Added |
| GFG Capital, LLC | 8,602 | $2.31M | 0.71% | −1,805−17.3% | Reduced |
| Ingalls & Snyder LLC | 8,607 | $2.32M | 0.08% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 8,622 | $2.32M | 0.39% | −1,328−13.3% | Reduced |
| Beaumont Financial Advisors, LLC | 8,632 | $2.32M | 0.18% | +28+0.3% | Added |
| Walter & Keenan Financial Consulting Co | 8,632 | $2.32M | 0.70% | +31+0.4% | Added |
| Fiduciary Family Office, LLC | 8,665 | $2.33M | 0.78% | +8,665 | New |
| Mindset Wealth Management, LLC | 8,725 | $2.35M | 0.91% | −12−0.1% | Reduced |
| Bank of New Hampshire | 8,728 | $2.35M | 0.61% | −200−2.2% | Reduced |
| Trustco Bank Corp N Y | 8,759 | $2.36M | 2.55% | −195−2.2% | Reduced |
| Vista Wealth Management Group, LLC | 8,780 | $2.36M | 0.15% | +63+0.7% | Added |
| Ascent Group, LLC | 8,780 | $2.36M | 0.10% | +1,720+24.4% | Added |
| Private Wealth Asset Management, LLC | 8,783 | $2.36M | 0.34% | +8,783 | New |
| U.S. Capital Wealth Advisors, LLC | 8,787 | $2.36M | 0.07% | +1,199+15.8% | Added |
| Northstar Advisory Group, LLC | 8,805 | $2.37M | 1.55% | −1,527−14.8% | Reduced |
| Wolf Group Capital Advisors | 8,832 | $2.38M | 0.80% | −2,327−20.9% | Reduced |
| JPB Foundation | 8,851 | $2.38M | 0.31% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 8,877 | $2.39M | 1.97% | −20−0.2% | Reduced |
| Signature Wealth Management Group | 8,902 | $2.39M | 0.93% | −85−0.9% | Reduced |
| Bank Ozk | 8,964 | $2.41M | 1.00% | +1,521+20.4% | Added |
| Berkshire Asset Management LLC | 8,542 | $2.42M | 0.12% | +1,097+14.7% | Added |
| Bigelow Investment Advisors, LLC | 9,010 | $2.42M | 1.15% | −220−2.4% | Reduced |
| Principle Wealth Partners LLC | 9,016 | $2.43M | 0.17% | +685+8.2% | Added |
| Procyon Private Wealth Partners, LLC | 9,022 | $2.43M | 0.15% | +677+8.1% | Added |
| IFC Advisors LLC | 9,043 | $2.43M | 0.51% | −29−0.3% | Reduced |
| Mengis Capital Management, Inc. | 9,070 | $2.44M | 0.51% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 9,100 | $2.45M | 0.06% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 9,125 | $2.46M | 0.08% | −286,675−96.9% | Reduced |
| Anchor Investment Management, LLC | 9,153 | $2.46M | 0.23% | +127+1.4% | Added |
| Meiji Yasuda Life Insurance Co | 9,167 | $2.47M | 0.05% | +1,037+12.8% | Added |
| Applied Capital LLC | 9,175 | $2.47M | 1.98% | −36−0.4% | Reduced |
| Guardian Capital LP | 9,188 | $2.47M | 0.10% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 9,211 | $2.48M | 0.04% | −780−7.8% | Reduced |
| Vivid Wealth Management, LLC | 9,218 | $2.48M | 1.24% | +364+4.1% | Added |
| Pettee Investors, Inc. | 9,273 | $2.49M | 1.49% | −5,433−36.9% | Reduced |
| IHT Wealth Management, LLC | 9,281 | $2.50M | 0.08% | +3,262+54.2% | Added |
| FOCUS Wealth Advisors, LLC | 9,292 | $2.50M | 1.38% | −594−6.0% | Reduced |
| Moors & Cabot, Inc. | 9,312 | $2.51M | 0.13% | −384−4.0% | Reduced |
| Beacon Investment Advisors LLC | 9,328 | $2.51M | 1.19% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9,333 | $2.51M | 0.07% | +477+5.4% | Added |
| Qtron Investments LLC | 9,352 | $2.52M | 0.38% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 9,403 | $2.53M | 0.85% | +1,005+12.0% | Added |
| J. Safra Sarasin Holding AG | 9,430 | $2.54M | 0.05% | +13+0.1% | Added |
| Hilltop Holdings Inc. | 9,440 | $2.54M | 0.16% | −3,385−26.4% | Reduced |
| Americana Partners, LLC | 9,456 | $2.54M | 0.10% | +258+2.8% | Added |
| Marble Harbor Investment Counsel, LLC | 9,461 | $2.55M | 0.29% | −100−1.0% | Reduced |
| Fire Capital Management LLC | 9,480 | $2.55M | 1.88% | +265+2.9% | Added |
| Parkshore Wealth Management, Inc. | 9,496 | $2.55M | 1.49% | +17+0.2% | Added |
| Evergreen Capital Management LLC | 9,499 | $2.56M | 0.09% | +192+2.1% | Added |
| Ritholtz Wealth Management | 9,516 | $2.56M | 0.08% | +206+2.2% | Added |
| Financial Security Advisor, Inc. | 9,525 | $2.56M | 0.65% | −38−0.4% | Reduced |
| Evoke Wealth, LLC | 9,558 | $2.57M | 0.07% | −61−0.6% | Reduced |
| Farther Finance Advisors, LLC | 9,545 | $2.58M | 0.07% | +4,244+80.1% | Added |
| Institute for Wealth Management, LLC. | 9,599 | $2.58M | 0.33% | +268+2.9% | Added |
| AIA Group Ltd | 9,600 | $2.58M | 0.06% | +9,600 | New |
| NTV Asset Management LLC | 9,679 | $2.60M | 0.35% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 9,692 | $2.61M | 0.54% | +40+0.4% | Added |
| Parkside Financial Bank & Trust | 9,696 | $2.61M | 0.33% | +326+3.5% | Added |
| TAGStone Capital, Inc. | 9,704 | $2.61M | 1.28% | +240+2.5% | Added |
| Princeton Global Asset Management LLC | 9,725 | $2.62M | 0.52% | +7,456+328.6% | Added |
| Jennison Associates LLC | 9,752 | $2.62M | 0.00% | −5,236−34.9% | Reduced |
| Xcel Wealth Management, LLC | 9,773 | $2.63M | 0.82% | −20−0.2% | Reduced |
| Inlet Private Wealth, LLC | 9,795 | $2.64M | 0.69% | 00.0% | Unchanged |
| Quantbot Technologies LP | 9,819 | $2.64M | 0.08% | +9,819 | New |
| Plimoth Trust Co LLC | 9,824 | $2.64M | 0.69% | +378+4.0% | Added |
| MUFG Securities Americas Inc. | 9,824 | $2.64M | 0.31% | +1,608+19.6% | Added |
| Buttonwood Financial Advisors Inc. | 9,833 | $2.65M | 1.16% | −181−1.8% | Reduced |
| Knuff & Co LLC | 9,844 | $2.65M | 0.89% | +27+0.3% | Added |
| Doheny Asset Management | 9,861 | $2.65M | 2.08% | +41+0.4% | Added |
| Horizon Investments, LLC | 9,967 | $2.67M | 0.08% | +280+2.9% | Added |
| Moneta Group Investment Advisors LLC | 9,955 | $2.68M | 0.04% | +1,469+17.3% | Added |
| Union Heritage Capital, LLC | 9,968 | $2.68M | 1.00% | 00.0% | Unchanged |
| Galilei Investment Office LLP | 9,974 | $2.68M | 1.45% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 9,990 | $2.69M | 0.90% | +1,750+21.2% | Added |
| Cunning Capital Partners, LP | 10,012 | $2.69M | 1.72% | −58−0.6% | Reduced |
| Intrinsic Value Partners, LLC | 10,047 | $2.70M | 2.67% | −672−6.3% | Reduced |