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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Park National Corp | 16,733 | $4.50M | 0.17% | −534−3.1% | Reduced |
| Resonant Capital Advisors, LLC | 16,805 | $4.52M | 0.32% | −160−0.9% | Reduced |
| Glenview Trust Co | 16,822 | $4.53M | 0.09% | −483−2.8% | Reduced |
| Ibex Wealth Advisors | 16,837 | $4.53M | 0.60% | +4,173+33.0% | Added |
| Tower Research Capital LLC (TRC) | 17,305 | $4.55M | 0.14% | −23,684−57.8% | Reduced |
| Pring Turner Capital Group Inc | 16,941 | $4.56M | 2.83% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 17,095 | $4.60M | 0.17% | +441+2.6% | Added |
| Principal Securities, Inc. | 15,524 | $4.61M | 0.10% | 00.0% | Unchanged |
| Ghe, LLC | 17,160 | $4.62M | 2.09% | +139+0.8% | Added |
| BDF-Gestion | 17,271 | $4.65M | 0.51% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 17,271 | $4.65M | 0.15% | −2,241−11.5% | Reduced |
| Elgethun Capital Management | 17,284 | $4.65M | 1.04% | −330−1.9% | Reduced |
| Jag Capital Management, LLC | 17,298 | $4.65M | 0.62% | −1,184−6.4% | Reduced |
| NBT Bank N A | 17,369 | $4.67M | 0.34% | −1,603−8.4% | Reduced |
| Journey Strategic Wealth LLC | 17,401 | $4.68M | 0.16% | +7,052+68.1% | Added |
| NorthRock Partners, LLC | 17,405 | $4.68M | 0.16% | +612+3.6% | Added |
| Morton Community Bank | 17,577 | $4.73M | 1.24% | −778−4.2% | Reduced |
| LGT Group Foundation | 17,596 | $4.73M | 0.07% | −1,757−9.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,652 | $4.75M | 0.08% | −18−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 17,658 | $4.75M | 0.06% | −3,082−14.9% | Reduced |
| Callahan Advisors, LLC | 17,826 | $4.80M | 0.46% | +10.0% | Added |
| L2 Asset Management, LLC | 18,012 | $4.85M | 1.00% | +2,994+19.9% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $4.85M | 1.72% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 16,285 | $4.92M | 1.25% | −4,542−21.8% | Reduced |
| Quadrant Capital Group LLC | 18,305 | $4.92M | 0.18% | +5,527+43.3% | Added |
| Lincoln Capital LLC | 19,518 | $4.93M | 1.03% | +4,171+27.2% | Added |
| Balyasny Asset Management LLC | 18,333 | $4.93M | 0.01% | −59,429−76.4% | Reduced |
| Selway Asset Management | 18,347 | $4.94M | 2.04% | +75+0.4% | Added |
| Verdence Capital Advisors LLC | 18,362 | $4.94M | 0.38% | 00.0% | Unchanged |
| Welch Group, LLC | 18,809 | $4.99M | 0.22% | −14−0.1% | Reduced |
| Mount Vernon Associates Inc | 18,587 | $5.00M | 4.08% | +270+1.5% | Added |
| JLB & Associates Inc | 18,618 | $5.01M | 0.70% | −505−2.6% | Reduced |
| 2Xideas AG | 18,657 | $5.02M | 0.76% | −27,724−59.8% | Reduced |
| Sumitomo Life Insurance Co | 18,710 | $5.03M | 0.18% | −211−1.1% | Reduced |
| Caldwell Trust Co | 18,801 | $5.06M | 0.54% | +345+1.9% | Added |
| CSM Advisors, LLC | 18,850 | $5.07M | 0.28% | −975−4.9% | Reduced |
| NewSquare Capital LLC | 18,964 | $5.10M | 0.42% | +682+3.7% | Added |
| BFSG, LLC | 18,965 | $5.10M | 0.62% | −64−0.3% | Reduced |
| Amica Mutual Insurance Co | 18,981 | $5.11M | 0.56% | −10,362−35.3% | Reduced |
| Triglav Skladi, D.O.O. | 19,000 | $5.11M | 0.43% | −8,500−30.9% | Reduced |
| Covea Finance | 19,000 | $5.11M | 0.23% | +19,000 | New |
| Ballentine Partners, LLC | 19,020 | $5.12M | 0.09% | −71−0.4% | Reduced |
| Hi-Line Capital Management, LLC | 19,301 | $5.19M | 1.94% | +414+2.2% | Added |
| Banco Santander, S.A. | 19,415 | $5.22M | 0.06% | +16,581+585.1% | Added |
| Integrated Wealth Concepts LLC | 19,425 | $5.23M | 0.06% | +1,157+6.3% | Added |
| Modera Wealth Management, LLC | 19,444 | $5.23M | 0.07% | −89−0.5% | Reduced |
| Chemung Canal Trust Co | 19,475 | $5.24M | 1.15% | −1,486−7.1% | Reduced |
| Capital International Inc | 19,503 | $5.25M | 0.06% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 19,649 | $5.29M | 0.72% | −265−1.3% | Reduced |
| TKG Advisors, LLC | 19,683 | $5.30M | 2.61% | +1,229+6.7% | Added |
| Meeder Asset Management Inc | 19,739 | $5.31M | 0.36% | +17,041+631.6% | Added |
| Courier Capital LLC | 19,985 | $5.38M | 0.35% | +1,517+8.2% | Added |
| Bell Asset Management Ltd | 20,000 | $5.38M | 0.99% | −502−2.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.41M | 1.71% | 00.0% | Unchanged |
| Stephens Inc | 20,177 | $5.43M | 0.08% | −288−1.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 20,183 | $5.43M | 2.34% | +20,183 | New |
| Northwest & Ethical Investments L.P. | 20,334 | $5.47M | 0.15% | −8,081−28.4% | Reduced |
| Empirical Finance, LLC | 20,398 | $5.49M | 0.33% | +253+1.3% | Added |
| Fort Sheridan Advisors LLC | 20,446 | $5.50M | 0.84% | −411−2.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 20,427 | $5.53M | 2.28% | 00.0% | Unchanged |
| Northstar Group, Inc. | 20,555 | $5.53M | 0.90% | −200−1.0% | Reduced |
| Plato Investment Management Ltd | 20,341 | $5.53M | 0.47% | −1,833−8.3% | Reduced |
| Merit Financial Group, LLC | 20,816 | $5.60M | 0.08% | +2,819+15.7% | Added |
| Fiduciary Group LLC | 21,344 | $5.74M | 0.58% | −56−0.3% | Reduced |
| Equitable Holdings, Inc. | 21,350 | $5.74M | 0.05% | +2,972+16.2% | Added |
| Banque Cantonale Vaudoise | 21,354 | $5.75M | 0.25% | +21,354 | New |
| Greenleaf Trust | 21,416 | $5.76M | 0.05% | −330−1.5% | Reduced |
| Chapman Investment Management, LLC | 21,462 | $5.77M | 4.31% | +73+0.3% | Added |
| Naples Global Advisors, LLC | 21,463 | $5.77M | 0.55% | −356−1.6% | Reduced |
| AustralianSuper Pty Ltd | 21,480 | $5.78M | 0.03% | −3,786−15.0% | Reduced |
| Mirabaud Asset Management Ltd | 21,858 | $5.80M | 3.04% | −2,598−10.6% | Reduced |
| Chicago Trust Co NA | 21,595 | $5.81M | 1.03% | −1,193−5.2% | Reduced |
| Concurrent Investment Advisors, LLC | 21,600 | $5.81M | 0.14% | +1,074+5.2% | Added |
| CAPROCK Group, Inc. | 21,606 | $5.81M | 0.18% | +1,700+8.5% | Added |
| F/M Investments LLC | 21,777 | $5.86M | 0.23% | +2,732+14.3% | Added |
| Condor Capital Management | 21,790 | $5.86M | 0.55% | −196−0.9% | Reduced |
| London & Capital Asset Management Ltd | 21,927 | $5.90M | 0.51% | +21,927 | New |
| Grassi Investment Management | 22,060 | $5.93M | 0.55% | −400−1.8% | Reduced |
| AlpenGlobal Capital LLC | 22,070 | $5.94M | 4.29% | +157+0.7% | Added |
| Comgest Global Investors S.A.S. | 22,102 | $5.95M | 0.11% | +22,102 | New |
| Holocene Advisors, LP | 22,113 | $5.95M | 0.02% | −212,762−90.6% | Reduced |
| Siemens Fonds Invest GmbH | 22,134 | $5.96M | 0.41% | +22,134 | New |
| SG Americas Securities, LLC | 22,163 | $5.96M | 0.02% | −51,224−69.8% | Reduced |
| Family Management Corp | 22,179 | $5.97M | 0.99% | −12,152−35.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,209 | $5.98M | 0.67% | −710−3.1% | Reduced |
| Hutner Capital Management Inc | 22,309 | $6.00M | 2.56% | −43−0.2% | Reduced |
| Omers Administration Corp | 22,400 | $6.03M | 0.05% | −3,063−12.0% | Reduced |
| Citizens Financial Group Inc | 22,420 | $6.03M | 0.12% | −63,729−74.0% | Reduced |
| RSM US Wealth Management LLC | 22,529 | $6.06M | 0.09% | −776−3.3% | Reduced |
| Umb Bank N A | 22,582 | $6.08M | 0.10% | +724+3.3% | Added |
| Montag A & Associates Inc | 22,702 | $6.11M | 0.31% | −244−1.1% | Reduced |
| Wisconsin Capital Management LLC | 22,712 | $6.11M | 3.89% | −715−3.1% | Reduced |
| Wedbush Securities Inc | 22,754 | $6.12M | 0.22% | −249−1.1% | Reduced |
| Wright Investors Service Inc | 22,813 | $6.14M | 2.03% | +6,990+44.2% | Added |
| Sandhill Capital Partners LLC | 22,829 | $6.14M | 0.50% | −17−0.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 20,898 | $6.15M | 0.33% | +20,898 | New |
| Shell Asset Management Co | 22,880 | $6.16M | 0.29% | −835−3.5% | Reduced |
| RBF Capital, LLC | 23,000 | $6.19M | 0.39% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 23,121 | $6.20M | 0.11% | −4,015−14.8% | Reduced |
| Bretton Capital Management, LLC | 23,100 | $6.22M | 5.89% | 00.0% | Unchanged |