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
- 958 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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 10,132 | $2.73M | 0.08% | +474+4.9% | Added |
| Empower Advisory Group, LLC | 10,133 | $2.73M | 0.01% | +12+0.1% | Added |
| Verition Fund Management LLC | 10,139 | $2.73M | 0.02% | −9,756−49.0% | Reduced |
| Hartford Funds Management Co LLC | 10,159 | $2.73M | 0.25% | +181+1.8% | Added |
| ProVise Management Group, LLC | 10,167 | $2.74M | 0.23% | −100−1.0% | Reduced |
| Mission Wealth Management, LP | 10,176 | $2.74M | 0.07% | +520+5.4% | Added |
| SOL Capital Management CO | 10,210 | $2.75M | 0.30% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,224 | $2.75M | 0.12% | +381+3.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,237 | $2.75M | 0.01% | −6,443−38.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,240 | $2.76M | 0.11% | +417+4.2% | Added |
| Penobscot Investment Management Company, Inc. | 10,244 | $2.76M | 0.26% | +239+2.4% | Added |
| Eads & Heald Wealth Management | 10,290 | $2.77M | 1.41% | −600−5.5% | Reduced |
| Sawyer & Company, Inc | 10,320 | $2.78M | 1.12% | −972−8.6% | Reduced |
| Carl P. Sherr & Co., LLC | 10,356 | $2.79M | 1.52% | +1,055+11.3% | Added |
| Ossiam | 10,361 | $2.79M | 0.04% | −4,065−28.2% | Reduced |
| Icon Wealth Advisors, LLC | 10,362 | $2.79M | 0.23% | −184−1.7% | Reduced |
| SBI Securities Co., Ltd. | 10,374 | $2.79M | 0.09% | +706+7.3% | Added |
| Bailard, Inc. | 10,408 | $2.80M | 0.07% | +96+0.9% | Added |
| Connable Office Inc | 10,414 | $2.80M | 0.30% | −180−1.7% | Reduced |
| Insigneo Advisory Services, LLC | 10,429 | $2.81M | 0.29% | +264+2.6% | Added |
| QV Investors Inc. | 10,430 | $2.81M | 0.28% | −790−7.0% | Reduced |
| St. Johns Investment Management Company, LLC | 10,483 | $2.82M | 1.39% | +59+0.6% | Added |
| Aptus Capital Advisors, LLC | 10,495 | $2.82M | 0.03% | +952+10.0% | Added |
| Vestcor Inc | 10,572 | $2.84M | 0.10% | +22+0.2% | Added |
| Solidarilty Wealth, LLC | 10,575 | $2.85M | 0.70% | +10,575 | New |
| Penn Davis McFarland Inc | 10,580 | $2.85M | 0.34% | −22−0.2% | Reduced |
| Private Wealth Partners, LLC | 10,603 | $2.85M | 0.24% | −680−6.0% | Reduced |
| Peak Financial Advisors LLC | 10,625 | $2.86M | 1.46% | −71−0.7% | Reduced |
| Valueworks LLC | 10,687 | $2.88M | 1.08% | +110+1.0% | Added |
| L & S Advisors Inc | 10,688 | $2.88M | 0.35% | −15,472−59.1% | Reduced |
| Great Lakes Retirement, Inc. | 10,717 | $2.88M | 0.38% | +195+1.9% | Added |
| IFP Advisors, Inc | 10,760 | $2.89M | 0.09% | +5,924+122.5% | Added |
| Smithfield Trust Co | 10,776 | $2.90M | 0.15% | −346−3.1% | Reduced |
| Moody National Bank Trust Division | 10,780 | $2.90M | 0.30% | −100−0.9% | Reduced |
| Wedmont Private Capital | 11,550 | $2.90M | 0.15% | +148+1.3% | Added |
| Impax Asset Management Group plc | 10,797 | $2.90M | 0.02% | −144−1.3% | Reduced |
| Rathbone Brothers plc | 10,797 | $2.90M | 0.01% | +44+0.4% | Added |
| Gladstone Institutional Advisory LLC | 10,828 | $2.91M | 0.14% | −5,536−33.8% | Reduced |
| Venturi Wealth Management, LLC | 10,829 | $2.91M | 0.15% | −346−3.1% | Reduced |
| Sigma Planning Corp | 10,846 | $2.92M | 0.09% | +195+1.8% | Added |
| Vinva Investment Management Ltd | 11,037 | $2.93M | 0.12% | +1,201+12.2% | Added |
| Texas Bank & Trust Co | 10,903 | $2.93M | 1.24% | +350+3.3% | Added |
| Peoples Financial Services Corp. | 10,931 | $2.94M | 1.41% | −343−3.0% | Reduced |
| Azimuth Capital Investment Management LLC | 10,938 | $2.94M | 0.12% | −532−4.6% | Reduced |
| Gifford Fong Associates | 11,000 | $2.96M | 0.74% | 00.0% | Unchanged |
| Leonteq Securities AG | 11,078 | $2.97M | 0.23% | −6,049−35.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,048 | $2.97M | 1.92% | +2,132+23.9% | Added |
| Personal Cfo Solutions, LLC | 11,060 | $2.98M | 0.60% | −295−2.6% | Reduced |
| KWB Wealth | 10,041 | $2.98M | 0.36% | +10+0.1% | Added |
| Entropy Technologies, LP | 11,110 | $2.99M | 0.29% | +11,110 | New |
| G&S Capital LLC | 11,142 | $3.00M | 1.27% | −105−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 11,182 | $3.01M | 0.03% | +4,065+57.1% | Added |
| Herbst Group, LLC | 11,192 | $3.01M | 2.13% | −944−7.8% | Reduced |
| KCM Investment Advisors LLC | 11,220 | $3.02M | 0.11% | −418−3.6% | Reduced |
| Deane Retirement Strategies, Inc. | 11,229 | $3.02M | 1.44% | +246+2.2% | Added |
| Fruth Investment Management | 11,230 | $3.02M | 0.84% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 11,234 | $3.02M | 0.25% | −508−4.3% | Reduced |
| Wealthspire Advisors, LLC | 11,240 | $3.02M | 0.02% | −35−0.3% | Reduced |
| Diversify Wealth Management, LLC | 11,350 | $3.03M | 0.23% | +277+2.5% | Added |
| SCS Capital Management LLC | 11,316 | $3.04M | 0.04% | +11,316 | New |
| RFG - Bristol Wealth Advisors, LLC | 11,356 | $3.06M | 1.02% | +443+4.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,414 | $3.07M | 0.07% | −134−1.2% | Reduced |
| Rehmann Capital Advisory Group | 11,445 | $3.08M | 0.19% | −1,133−9.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,453 | $3.08M | 0.20% | −198−1.7% | Reduced |
| Canandaigua National Bank & Trust Co | 11,467 | $3.09M | 0.31% | −727−6.0% | Reduced |
| Arkadios Wealth Advisors | 11,467 | $3.09M | 0.12% | +5,188+82.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,470 | $3.09M | 2.02% | −293−2.5% | Reduced |
| Bull Street Advisors, LLC | 11,480 | $3.09M | 1.48% | −70−0.6% | Reduced |
| Ahl Investment Management, Inc. | 11,489 | $3.09M | 2.13% | −147−1.3% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.10M | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 11,558 | $3.11M | 0.16% | −517−4.3% | Reduced |
| Lodestone Wealth Management LLC | 11,565 | $3.11M | 1.66% | −2,119−15.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,566 | $3.11M | 0.24% | +11,566 | New |
| Walleye Trading LLC | 11,568 | $3.11M | 0.09% | −26,239−69.4% | Reduced |
| Cullen Investment Group, Ltd. | 11,583 | $3.12M | 0.47% | −258−2.2% | Reduced |
| Investment Advisory Services Inc | 11,590 | $3.12M | 1.13% | +14+0.1% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $3.12M | 0.09% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,623 | $3.13M | 1.26% | +40+0.3% | Added |
| RFG Advisory, LLC | 11,678 | $3.14M | 0.08% | +484+4.3% | Added |
| Eisler Capital Management Ltd. | 11,678 | $3.14M | 0.09% | +10,980+1,573.1% | Added |
| Strategic Planning Group, LLC | 11,736 | $3.16M | 0.62% | +77+0.7% | Added |
| Trust Co of Toledo NA | 11,786 | $3.17M | 0.42% | +90+0.8% | Added |
| First Horizon Advisors, Inc. | 11,791 | $3.17M | 0.09% | +1,212+11.5% | Added |
| Harbor Capital Advisors, Inc. | 11,798 | $3.17M | 0.14% | −165−1.4% | Reduced |
| Columbia Asset Management | 11,907 | $3.20M | 0.65% | −790−6.2% | Reduced |
| Boston Private Wealth LLC | 11,969 | $3.22M | 0.13% | −662−5.2% | Reduced |
| Zhang Financial LLC | 11,998 | $3.23M | 0.17% | +2,552+27.0% | Added |
| Webster Bank, N. A. | 11,999 | $3.23M | 0.35% | +43+0.4% | Added |
| Independent Investors Inc | 12,000 | $3.23M | 0.69% | 00.0% | Unchanged |
| Insight Inv LLC | 12,021 | $3.23M | 2.22% | +40.0% | Added |
| Two Sigma Investments, LP | 12,053 | $3.24M | 0.01% | +53+0.4% | Added |
| Invesco, LLC | 12,083 | $3.25M | 1.34% | −549−4.3% | Reduced |
| Brighton Jones LLC | 12,110 | $3.26M | 0.10% | +5,629+86.9% | Added |
| Empowered Funds, LLC | 12,141 | $3.27M | 0.05% | −24,624−67.0% | Reduced |
| Profund Advisors LLC | 12,177 | $3.28M | 0.14% | −768−5.9% | Reduced |
| Midwest Professional Planners, LTD. | 12,179 | $3.28M | 1.02% | −88−0.7% | Reduced |
| Schechter Investment Advisors, LLC | 12,183 | $3.28M | 0.27% | −1,836−13.1% | Reduced |
| Frank, Rimerman Advisors LLC | 12,346 | $3.32M | 0.26% | +172+1.4% | Added |
| Cito Capital Group, LLC | 12,440 | $3.35M | 1.27% | +2,000+19.2% | Added |
| Bleakley Financial Group, LLC | 12,470 | $3.36M | 0.11% | +229+1.9% | Added |