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 |
|---|---|---|---|---|---|
| 1 North Wealth Services LLC | 138 | $37.1K | 0.02% | +138 | New |
| Sierra Ocean, LLC | 145 | $39.1K | 0.03% | +12+9.0% | Added |
| Investment Research & Advisory Group, Inc. | 149 | $40.1K | 0.02% | −850−85.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 150 | $40.4K | 0.02% | +150 | New |
| IAG Wealth Partners, LLC | 150 | $40.4K | 0.01% | +150 | New |
| Main Street Group, LTD | 151 | $40.5K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 153 | $41.1K | 0.02% | −44−22.3% | Reduced |
| PFS Partners, LLC | 153 | $41.2K | 0.02% | +78+104.0% | Added |
| Abound Financial, LLC | 153 | $41.2K | 0.02% | +153 | New |
| Tradewinds Capital Management, LLC | 158 | $42.5K | 0.01% | −5−3.1% | Reduced |
| GoalVest Advisory LLC | 160 | $43.0K | 0.01% | −2−1.2% | Reduced |
| Rialto Wealth Management, LLC | 160 | $43.0K | 0.01% | +5+3.2% | Added |
| TruNorth Capital Management, LLC | 162 | $43.6K | 0.01% | +73+82.0% | Added |
| Financial Connections Group, Inc. | 165 | $44.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 169 | $45.4K | 0.02% | +4+2.4% | Added |
| Riverview Trust Co | 169 | $45.5K | 0.04% | −9−5.1% | Reduced |
| Loomis Sayles & Co L P | 172 | $46.0K | 0.00% | −94−35.3% | Reduced |
| Rossby Financial, LCC | 174 | $46.1K | 0.02% | +174 | New |
| Concord Wealth Partners | 172 | $46.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 173 | $46.4K | 0.06% | +146+540.7% | Added |
| GPS Wealth Strategies Group, LLC | 177 | $47.6K | 0.01% | +42+31.1% | Added |
| Roxbury Financial LLC | 159 | $47.7K | 0.05% | +1+0.6% | Added |
| Nexus Investment Management ULC | 125 | $48.4K | 0.01% | +125 | New |
| REAP Financial Group, LLC | 181 | $48.8K | 0.01% | +78+75.7% | Added |
| Robinswood Financial LLC | 182 | $49.0K | 0.02% | +141+343.9% | Added |
| Ogorek Anthony Joseph | 191 | $51.0K | 0.02% | +126+193.8% | Added |
| Greenline Partners, LLC | 193 | $51.9K | 0.01% | +13+7.2% | Added |
| Intelligent Financial Strategies | 194 | $52.2K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 196 | $52.9K | 0.01% | −8−3.9% | Reduced |
| Chelsea Counsel Co | 200 | $53.8K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $53.8K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $53.8K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 203 | $54.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 203 | $54.6K | 0.01% | +10+5.2% | Added |
| Capital A Wealth Management, LLC | 206 | $55.5K | 0.06% | −172−45.5% | Reduced |
| Flaharty Asset Management, LLC | 209 | $56.2K | 0.01% | +209 | New |
| JNBA Financial Advisors | 214 | $57.6K | 0.01% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 215 | $57.8K | 0.05% | +215 | New |
| Richardson Financial Services Inc. | 219 | $58.9K | 0.04% | −60−21.5% | Reduced |
| Sachetta, LLC | 219 | $59.0K | 0.02% | −1−0.5% | Reduced |
| Saudi Central Bank | 222 | $59.7K | 0.32% | +222 | New |
| AllSquare Wealth Management LLC | 224 | $60.3K | 0.04% | −20−8.2% | Reduced |
| Wealth Preservation Advisors, LLC | 226 | $60.8K | 0.04% | +226 | New |
| Pension & Wealth Management Advisors, Inc. | 230 | $61.9K | 0.02% | +230 | New |
| Financial Perspectives, Inc | 231 | $62.1K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 238 | $64.0K | 0.02% | −26−9.8% | Reduced |
| Fairman Group, LLC | 220 | $65.3K | 0.06% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 243 | $65.4K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 249 | $67.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $67.3K | 0.04% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 255 | $68.6K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 258 | $69.3K | 0.03% | +38+17.3% | Added |
| Graney & King, LLC | 259 | $69.8K | 0.05% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 283 | $70.0K | 0.04% | +87+44.4% | Added |
| Putney Financial Group LLC | 262 | $70.5K | 0.07% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 264 | $70.9K | 0.10% | +1+0.4% | Added |
| Vermillion Wealth Management, Inc. | 268 | $72.0K | 0.02% | +1+0.4% | Added |
| Quest 10 Wealth Builders, Inc. | 269 | $72.3K | 0.08% | −15−5.3% | Reduced |
| WPG Advisers, LLC | 278 | $74.8K | 0.07% | +11+4.1% | Added |
| Hoese & Co LLP | 280 | $75.3K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 281 | $75.6K | 0.00% | +128+83.7% | Added |
| Compagnie Lombard Odier SCmA | 290 | $78.0K | 0.00% | +290 | New |
| Tacita Capital Inc | 290 | $78.0K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 294 | $79.0K | 0.00% | −1−0.3% | Reduced |
| Pinnacle Bancorp, Inc. | 294 | $79.1K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 294 | $79.1K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 300 | $80.7K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $81.3K | 0.03% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 303 | $81.5K | 0.05% | +303 | New |
| Private Wealth Management Group, LLC | 306 | $82.3K | 0.03% | −2−0.6% | Reduced |
| Crews Bank & Trust | 312 | $83.9K | 0.01% | +13+4.3% | Added |
| Northwest Capital Management Inc | 313 | $84.2K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 318 | $85.0K | 0.06% | +22+7.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 320 | $86.1K | 0.00% | −86−21.2% | Reduced |
| Core Alternative Capital | 322 | $86.6K | 0.02% | −22−6.4% | Reduced |
| Hollencrest Capital Management | 327 | $88.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 327 | $88.1K | 0.04% | −135−29.2% | Reduced |
| Pacific Center for Financial Services | 331 | $89.1K | 0.02% | −39−10.5% | Reduced |
| Gables Capital Management Inc. | 340 | $91.5K | 0.05% | +35+11.5% | Added |
| Gleason Group, Inc. | 341 | $91.7K | 0.02% | +1+0.3% | Added |
| High Note Wealth, LLC | 342 | $92.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 345 | $92.8K | 0.01% | +34+10.9% | Added |
| Salomon & Ludwin, LLC | 345 | $92.8K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $93.1K | 0.05% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 350 | $94.2K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 359 | $96.0K | 0.03% | +80+28.7% | Added |
| Avalon Trust Co | 369 | $99.3K | 0.01% | −265−41.8% | Reduced |
| Bernard Wealth Management Corp. | 370 | $99.5K | 0.05% | +3+0.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 375 | $100.8K | 0.03% | +1+0.3% | Added |
| Bell Investment Advisors, Inc | 377 | $101.4K | 0.02% | +4+1.1% | Added |
| Activest Wealth Management | 387 | $104.1K | 0.03% | +264+214.6% | Added |
| Beacon Capital Management, LLC | 395 | $106.4K | 0.01% | +69+21.2% | Added |
| BTG Pactual Asset Management US LLC | 397 | $106.8K | 0.01% | +397 | New |
| Field & Main Bank | 400 | $107.6K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 401 | $107.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 404 | $108.6K | 0.01% | −111−21.6% | Reduced |
| Birchbrook, Inc. | 410 | $110.3K | 0.06% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 412 | $110.8K | 0.04% | +8+2.0% | Added |
| Fairscale Capital, LLC | 419 | $112.7K | 0.10% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 419 | $113.0K | 0.00% | +11+2.7% | Added |