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 |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 23,123 | $6.22M | 0.84% | +4,364+23.3% | Added |
| Edgestream Partners, L.P. | 23,166 | $6.23M | 0.21% | +18,654+413.4% | Added |
| Community Financial Services Group, LLC | 23,182 | $6.24M | 1.35% | −275−1.2% | Reduced |
| Freestone Capital Holdings, LLC | 23,281 | $6.26M | 0.23% | +24+0.1% | Added |
| First Interstate Bank | 23,542 | $6.33M | 0.38% | −1,420−5.7% | Reduced |
| Bremer Bank National Association | 23,558 | $6.34M | 1.13% | +1,106+4.9% | Added |
| Silvant Capital Management LLC | 23,563 | $6.34M | 0.29% | +284+1.2% | Added |
| Trust Co of Vermont | 23,618 | $6.35M | 0.32% | +449+1.9% | Added |
| Ieq Capital, LLC | 23,762 | $6.39M | 0.05% | −2,892−10.9% | Reduced |
| Marsico Capital Management LLC | 23,817 | $6.41M | 0.22% | −25,577−51.8% | Reduced |
| CenterBook Partners LP | 23,920 | $6.44M | 0.41% | +3,025+14.5% | Added |
| J.W. Cole Advisors, Inc. | 24,082 | $6.48M | 0.20% | +10,852+82.0% | Added |
| Arcadia Investment Management Corp | 24,099 | $6.48M | 1.17% | −1,266−5.0% | Reduced |
| Arvest Bank Trust Division | 24,121 | $6.49M | 0.41% | +24,121 | New |
| Savant Capital, LLC | 24,170 | $6.50M | 0.06% | −17,149−41.5% | Reduced |
| Synovus Financial Corp | 24,178 | $6.51M | 0.08% | +657+2.8% | Added |
| Seizert Capital Partners, LLC | 24,180 | $6.51M | 0.30% | −10,613−30.5% | Reduced |
| Kingsview Wealth Management, LLC | 24,191 | $6.51M | 0.12% | +1,379+6.0% | Added |
| Venture Visionary Partners LLC | 24,231 | $6.52M | 0.27% | +233+1.0% | Added |
| Cary Street Partners Financial LLC | 24,318 | $6.54M | 0.21% | −799−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 24,320 | $6.54M | 0.17% | −1,650−6.4% | Reduced |
| Hendershot Investments Inc. | 24,361 | $6.55M | 0.89% | −40.0% | Reduced |
| Oddo BHF Asset Management SAS | 24,373 | $6.56M | 0.27% | −1,355−5.3% | Reduced |
| Adalta Capital Management LLC | 24,385 | $6.56M | 3.49% | −400−1.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 24,391 | $6.56M | 0.61% | +867+3.7% | Added |
| Roundview Capital LLC | 24,566 | $6.61M | 0.48% | −60−0.2% | Reduced |
| Heritage Trust Co | 25,057 | $6.74M | 0.82% | −1,606−6.0% | Reduced |
| Asset Dedication, LLC | 25,335 | $6.82M | 0.55% | −971−3.7% | Reduced |
| NewEdge Wealth, LLC | 25,422 | $6.84M | 0.12% | −680−2.6% | Reduced |
| Bokf, NA | 25,444 | $6.85M | 0.12% | +265+1.1% | Added |
| AMG National Trust Bank | 25,573 | $6.88M | 0.19% | −90−0.4% | Reduced |
| Guggenheim Capital LLC | 25,627 | $6.89M | 0.06% | −1,928−7.0% | Reduced |
| Avantax Advisory Services, Inc. | 25,701 | $6.91M | 0.04% | −614−2.3% | Reduced |
| Reliant Investment Management, LLC | 25,709 | $6.92M | 3.59% | −375−1.4% | Reduced |
| Allstate Corp | 25,861 | $6.96M | 0.20% | +8,936+52.8% | Added |
| Riggs Asset Managment Co. Inc. | 25,874 | $6.96M | 1.99% | −30−0.1% | Reduced |
| Maryland State Retirement & Pension System | 25,951 | $6.98M | 0.17% | −4,252−14.1% | Reduced |
| New Mexico Educational Retirement Board | 25,963 | $6.99M | 0.25% | −800−3.0% | Reduced |
| Foster Group, Inc. | 26,134 | $7.03M | 0.26% | +293+1.1% | Added |
| New Age Alpha Advisors, LLC | 26,138 | $7.03M | 0.32% | −25,024−48.9% | Reduced |
| Advisory Services Network, LLC | 26,282 | $7.07M | 0.14% | −3,590−12.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 26,472 | $7.12M | 1.80% | −377−1.4% | Reduced |
| Adviser Investments LLC | 26,477 | $7.12M | 0.09% | −1,377−4.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 26,619 | $7.16M | 0.47% | +24,236+1,017.0% | Added |
| Coastline Trust Co | 26,665 | $7.17M | 0.89% | −254−0.9% | Reduced |
| Chatham Capital Group, Inc. | 26,697 | $7.18M | 1.20% | +830+3.2% | Added |
| Trexquant Investment LP | 26,785 | $7.21M | 0.08% | +26,785 | New |
| Central Trust Co | 26,908 | $7.24M | 0.18% | −2,984−10.0% | Reduced |
| Guardian Partners Inc. | 27,837 | $7.24M | 0.75% | −882−3.1% | Reduced |
| Boyd Watterson Asset Management LLC | 26,942 | $7.25M | 2.32% | −1,246−4.4% | Reduced |
| Bessemer Group Inc | 27,002 | $7.26M | 0.01% | −14,826−35.4% | Reduced |
| We Are One Seven, LLC | 27,277 | $7.34M | 0.29% | +2,231+8.9% | Added |
| Atlantic Union Bankshares Corp | 27,376 | $7.37M | 0.45% | −1,722−5.9% | Reduced |
| Assenagon Asset Management S.A. | 27,419 | $7.38M | 0.01% | +1,049+4.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $7.40M | 0.61% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 27,713 | $7.46M | 1.59% | +490+1.8% | Added |
| Jacobs Levy Equity Management, Inc | 27,744 | $7.46M | 0.03% | +27,744 | New |
| Bridgewater Associates, LP | 27,789 | $7.48M | 0.03% | +23,984+630.3% | Added |
| McMahon Financial Advisors, LLC | 27,832 | $7.49M | 1.85% | −641−2.3% | Reduced |
| Hudson Bay Capital Management LP | 27,942 | $7.52M | 0.05% | +27,942 | New |
| Park Avenue Securities LLC | 27,995 | $7.53M | 0.09% | +2,729+10.8% | Added |
| EP Wealth Advisors, LLC | 28,395 | $7.64M | 0.06% | +1,754+6.6% | Added |
| Redwood Grove Capital, LLC | 28,672 | $7.71M | 2.77% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 28,841 | $7.76M | 0.11% | −10,303−26.3% | Reduced |
| Bouvel Investment Partners, LLC | 28,917 | $7.84M | 2.98% | −406−1.4% | Reduced |
| Birch Financial Group, LLC | 29,232 | $7.86M | 7.01% | +199+0.7% | Added |
| Securian Asset Management, Inc | 29,456 | $7.93M | 0.24% | −454−1.5% | Reduced |
| Summit Financial, LLC | 29,500 | $7.94M | 0.22% | +18,593+170.5% | Added |
| ING Groep NV | 29,532 | $7.95M | 0.06% | −17,658−37.4% | Reduced |
| Pavion Blue Capital, LLC | 29,729 | $8.00M | 3.81% | −218−0.7% | Reduced |
| Louisiana State Employees Retirement System | 29,800 | $8.02M | 0.16% | −100−0.3% | Reduced |
| Commerzbank Aktiengesellschaft | 29,887 | $8.04M | 0.19% | +8,053+36.9% | Added |
| Ceera Investments, LLC | 30,001 | $8.07M | 2.78% | −75−0.2% | Reduced |
| Banyan Capital Management, Inc. | 30,144 | $8.11M | 4.58% | −3,026−9.1% | Reduced |
| DCM Advisors, LLC | 30,397 | $8.11M | 4.33% | −2,207−6.8% | Reduced |
| Miracle Mile Advisors, LLC | 30,307 | $8.15M | 0.16% | −1,243−3.9% | Reduced |
| CWM, LLC | 30,352 | $8.17M | 0.03% | +553+1.9% | Added |
| Stratos Wealth Partners, LTD. | 30,407 | $8.18M | 0.12% | −31−0.1% | Reduced |
| St Germain D J Co Inc | 30,520 | $8.21M | 0.39% | +516+1.7% | Added |
| Bryn Mawr Trust Co | 30,560 | $8.22M | 0.15% | −2,379−7.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 30,925 | $8.32M | 0.78% | +1,425+4.8% | Added |
| HighPoint Advisor Group LLC | 31,376 | $8.38M | 0.49% | −37−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 31,167 | $8.39M | 0.70% | −960−3.0% | Reduced |
| Legacy Trust | 31,186 | $8.39M | 2.02% | −289−0.9% | Reduced |
| 1st Source Bank | 31,202 | $8.39M | 0.49% | −152−0.5% | Reduced |
| Boston Common Asset Management, LLC | 31,526 | $8.48M | 0.26% | −2,892−8.4% | Reduced |
| TownSquare Capital, LLC | 31,525 | $8.48M | 0.09% | +4,795+17.9% | Added |
| Contravisory Investment Management, Inc. | 31,550 | $8.49M | 1.79% | +1,590+5.3% | Added |
| NatWest Group plc | 31,561 | $8.49M | 2.50% | −9,849−23.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $8.50M | 1.09% | 00.0% | Unchanged |
| Bensler, LLC | 31,694 | $8.53M | 1.07% | +1,109+3.6% | Added |
| Cornerstone Advisors, LLC | 31,800 | $8.56M | 0.37% | 00.0% | Unchanged |
| LB Partners LLC | 32,000 | $8.56M | 6.16% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 31,847 | $8.57M | 3.45% | 00.0% | Unchanged |
| Unison Asset Management LLC | 35,481 | $8.57M | 5.05% | +622+1.8% | Added |
| Thompson Siegel & Walmsley LLC | 32,150 | $8.65M | 0.15% | −2,505−7.2% | Reduced |
| Gulf International Bank (UK) Ltd | 32,278 | $8.68M | 0.30% | −12,089−27.2% | Reduced |
| Headinvest, LLC | 32,534 | $8.75M | 1.70% | −1,882−5.5% | Reduced |
| Winslow Asset Management Inc | 32,566 | $8.76M | 1.93% | −1,139−3.4% | Reduced |
| Westend Capital Management, LLC | 32,723 | $8.80M | 3.35% | +733+2.3% | Added |