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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 12,524 | $3.37M | 0.25% | −1,020−7.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,540 | $3.37M | 0.17% | +333+2.7% | Added |
| Callan Family Office, LLC | 12,592 | $3.39M | 0.25% | −822−6.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 12,630 | $3.40M | 0.68% | +900+7.7% | Added |
| Infusive Asset Management Inc. | 12,761 | $3.43M | 1.59% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,781 | $3.44M | 0.08% | +8+0.1% | Added |
| Conscious Wealth Investments, LLC | 12,101 | $3.44M | 2.39% | −2,447−16.8% | Reduced |
| AE Wealth Management LLC | 12,820 | $3.45M | 0.03% | −673−5.0% | Reduced |
| West Oak Capital, LLC | 12,862 | $3.46M | 1.34% | −1,405−9.8% | Reduced |
| Strata Wealth Advisors, LLC | 12,867 | $3.46M | 1.08% | −2,311−15.2% | Reduced |
| BLB&B Advisors, LLC | 12,893 | $3.47M | 0.18% | −30.0% | Reduced |
| CoreCap Advisors, LLC | 12,899 | $3.47M | 0.15% | −3,469−21.2% | Reduced |
| Tower Bridge Advisors | 12,899 | $3.47M | 0.39% | +447+3.6% | Added |
| Sargent Investment Group, LLC | 12,913 | $3.47M | 0.55% | +1,158+9.9% | Added |
| Change Path, LLC | 12,935 | $3.48M | 0.10% | +119+0.9% | Added |
| Greenfield Savings Bank | 13,081 | $3.52M | 1.73% | −37−0.3% | Reduced |
| Teachers Insurance & Annuity Association of America | 13,100 | $3.52M | 4.70% | −255−1.9% | Reduced |
| Buckhead Capital Management LLC | 13,117 | $3.53M | 1.13% | −1,115−7.8% | Reduced |
| Richard Bernstein Advisors LLC | 13,148 | $3.54M | 0.09% | −654−4.7% | Reduced |
| Boston Family Office LLC | 13,200 | $3.55M | 0.25% | +1,800+15.8% | Added |
| Game Plan Financial Advisors, LLC | 13,299 | $3.58M | 1.74% | −5,683−29.9% | Reduced |
| Constitution Capital LLC | 13,315 | $3.58M | 1.98% | +915+7.4% | Added |
| Smith, Salley & Associates | 13,350 | $3.59M | 0.24% | +179+1.4% | Added |
| Grandfield & Dodd, LLC | 13,363 | $3.60M | 0.22% | −27−0.2% | Reduced |
| Fiduciary Alliance LLC | 13,376 | $3.60M | 0.35% | −62−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 13,400 | $3.61M | 0.28% | −299−2.2% | Reduced |
| Optimas Capital Ltd | 13,500 | $3.63M | 6.17% | −700−4.9% | Reduced |
| Oppenheimer Asset Management Inc. | 13,550 | $3.65M | 0.05% | −5,167−27.6% | Reduced |
| Compass Wealth Management LLC | 13,570 | $3.65M | 0.93% | −515−3.7% | Reduced |
| Journey Advisory Group, LLC | 13,611 | $3.66M | 0.30% | +13,611 | New |
| Chicago Capital, LLC | 13,643 | $3.67M | 0.10% | +275+2.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,658 | $3.67M | 0.04% | −1,158−7.8% | Reduced |
| Meeder Advisory Services, Inc. | 13,775 | $3.71M | 0.22% | +228+1.7% | Added |
| Coldstream Capital Management Inc | 13,783 | $3.71M | 0.08% | −1,156−7.7% | Reduced |
| TD Private Client Wealth LLC | 13,822 | $3.72M | 0.10% | −10.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,824 | $3.72M | 0.14% | −299−2.1% | Reduced |
| Evercore Wealth Management, LLC | 13,827 | $3.72M | 0.06% | −204−1.5% | Reduced |
| Teamwork Financial Advisors, LLC | 13,928 | $3.75M | 0.52% | −4,285−23.5% | Reduced |
| Brendel Financial Advisors LLC | 14,021 | $3.77M | 2.29% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 14,111 | $3.80M | 0.53% | −3,714−20.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 14,146 | $3.81M | 0.49% | +1,065+8.1% | Added |
| Goelzer Investment Management, Inc. | 14,156 | $3.81M | 0.22% | −195−1.4% | Reduced |
| Taurus Asset Management, LLC | 14,198 | $3.82M | 0.39% | −300−2.1% | Reduced |
| TCTC Holdings, LLC | 14,238 | $3.83M | 0.13% | −44−0.3% | Reduced |
| Independent Financial Group, LLC | 14,367 | $3.87M | 0.13% | −275−1.9% | Reduced |
| South State Corp. | 14,390 | $3.87M | 0.18% | +682+5.0% | Added |
| Signaturefd, LLC | 14,525 | $3.91M | 0.07% | +123+0.9% | Added |
| Aviance Capital Partners, LLC | 14,530 | $3.91M | 0.55% | −350−2.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,605 | $3.93M | 0.34% | −201−1.4% | Reduced |
| Benedict Financial Advisors Inc | 14,638 | $3.94M | 0.91% | −370−2.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,681 | $3.95M | 1.54% | +95+0.7% | Added |
| Wynn Capital, LLC | 14,830 | $3.99M | 2.37% | −60−0.4% | Reduced |
| National Asset Management, Inc. | 14,838 | $3.99M | 0.12% | +536+3.7% | Added |
| AssuredPartners Investment Advisors, LLC | 14,857 | $4.00M | 0.77% | +799+5.7% | Added |
| Coastal Bridge Advisors, LLC | 14,861 | $4.00M | 0.57% | +5,994+67.6% | Added |
| Empire Financial Management Company, LLC | 15,036 | $4.05M | 1.25% | −17−0.1% | Reduced |
| Mathes Company, Inc. | 15,038 | $4.05M | 1.65% | −1,732−10.3% | Reduced |
| BNC Wealth Management, LLC | 15,066 | $4.05M | 1.46% | +162+1.1% | Added |
| BKD Wealth Advisors, LLC | 15,074 | $4.06M | 0.10% | +4,408+41.3% | Added |
| Horizon Investment Services, LLC | 15,083 | $4.06M | 1.97% | −128−0.8% | Reduced |
| CFC Planning Co LLC | 15,220 | $4.10M | 4.48% | +1,392+10.1% | Added |
| Hartline Investment Corp | 15,252 | $4.10M | 0.55% | −19−0.1% | Reduced |
| NVWM, LLC | 15,264 | $4.11M | 1.09% | +206+1.4% | Added |
| Birmingham Capital Management Co Inc | 15,365 | $4.13M | 1.56% | −640−4.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 15,376 | $4.14M | 0.27% | +19+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,407 | $4.15M | 0.11% | +7,391+92.2% | Added |
| Gotham Asset Management, LLC | 15,612 | $4.20M | 0.04% | +1,091+7.5% | Added |
| Dakota Wealth Management | 15,627 | $4.20M | 0.10% | −728−4.5% | Reduced |
| Stone Point Wealth LLC | 15,654 | $4.21M | 1.43% | −410−2.6% | Reduced |
| Van Eck Associates Corp | 15,731 | $4.23M | 0.01% | +631+4.2% | Added |
| Patton Fund Management, Inc. | 15,739 | $4.23M | 1.03% | −4,631−22.7% | Reduced |
| Karani Asset Management LLC | 15,764 | $4.24M | 4.49% | −3,984−20.2% | Reduced |
| Foundations Investment Advisors, LLC | 15,770 | $4.24M | 0.08% | −142−0.9% | Reduced |
| Milestone Asset Management, LLC | 15,826 | $4.26M | 0.91% | −8,816−35.8% | Reduced |
| Valeo Financial Advisors, LLC | 15,832 | $4.26M | 0.12% | +22+0.1% | Added |
| Hamilton Capital Partners Inc. | 15,856 | $4.27M | 0.27% | +3,387+27.2% | Added |
| Hodges Capital Management Inc. | 15,881 | $4.27M | 0.43% | +6,120+62.7% | Added |
| Kerusso Capital Management LLC | 15,919 | $4.28M | 2.72% | +403+2.6% | Added |
| Vident Advisory, LLC | 15,932 | $4.29M | 0.06% | +5,230+48.9% | Added |
| Banque Transatlantique SA | 15,981 | $4.30M | 0.13% | +3,698+30.1% | Added |
| Trajan Wealth LLC | 15,987 | $4.30M | 0.23% | +1,955+13.9% | Added |
| Brave Asset Management Inc | 16,009 | $4.31M | 1.35% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 16,032 | $4.31M | 0.34% | +561+3.6% | Added |
| Impact Asset Management GmbH | 16,040 | $4.32M | 1.69% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 16,119 | $4.34M | 0.31% | −16,507−50.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,138 | $4.34M | 0.19% | +201+1.3% | Added |
| Dynamic Advisor Solutions LLC | 16,157 | $4.35M | 0.14% | +534+3.4% | Added |
| Nemes Rush Group LLC | 16,201 | $4.36M | 0.55% | −211−1.3% | Reduced |
| Gilman Hill Asset Management, LLC | 16,222 | $4.36M | 0.76% | −52−0.3% | Reduced |
| Sagespring Wealth Partners, LLC | 16,265 | $4.38M | 0.11% | +2,905+21.7% | Added |
| Lee Johnson Capital Management, LLC | 16,429 | $4.42M | 2.34% | +297+1.8% | Added |
| Banque Pictet & Cie SA | 16,430 | $4.42M | 0.05% | −4,108−20.0% | Reduced |
| Everence Capital Management Inc | 16,494 | $4.44M | 0.30% | −3,210−16.3% | Reduced |
| WP Advisors, LLC | 16,572 | $4.46M | 1.48% | +169+1.0% | Added |
| Salvus Wealth Management, LLC | 16,578 | $4.46M | 2.80% | −4,084−19.8% | Reduced |
| Haverford Trust Co | 16,612 | $4.47M | 0.04% | −1,507−8.3% | Reduced |
| Catalyst Capital Advisors LLC | 16,628 | $4.47M | 0.09% | −535−3.1% | Reduced |
| Bill Few Associates, Inc. | 16,653 | $4.48M | 1.60% | −283−1.7% | Reduced |
| Cullen Capital Management LLC | 16,664 | $4.48M | 0.05% | −504−2.9% | Reduced |
| Apollon Wealth Management, LLC | 16,681 | $4.49M | 0.10% | +617+3.8% | Added |