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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 32,764 | $8.82M | 2.24% | +174+0.5% | Added |
| L1 Capital International Pty Ltd | 32,950 | $8.87M | 2.44% | +6,998+27.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,139 | $8.92M | 2.60% | −111−0.3% | Reduced |
| Eventide Asset Management, LLC | 25,262 | $8.92M | 0.18% | +4,816+23.6% | Added |
| Susquehanna Fundamental Investments, LLC | 33,317 | $8.96M | 0.15% | +33,317 | New |
| SP Asset Management LLC | 33,573 | $9.03M | 0.80% | −279−0.8% | Reduced |
| Metis Global Partners, LLC | 33,807 | $9.10M | 0.26% | +3,919+13.1% | Added |
| Hartford Investment Management Co | 33,867 | $9.11M | 0.32% | −555−1.6% | Reduced |
| Rodgers Brothers Inc. | 34,177 | $9.20M | 1.22% | −30−0.1% | Reduced |
| Meyer Handelman Co | 34,460 | $9.27M | 0.32% | −41−0.1% | Reduced |
| Martin Investment Management, LLC | 34,586 | $9.31M | 2.35% | −116−0.3% | Reduced |
| Artemis Investment Management LLP | 34,950 | $9.40M | 0.14% | +6,795+24.1% | Added |
| Pacer Advisors, Inc. | 35,010 | $9.42M | 0.02% | −9,152−20.7% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 35,262 | $9.49M | 3.19% | −831−2.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 35,298 | $9.50M | 0.55% | +17,094+93.9% | Added |
| Jacobs & Co | 35,514 | $9.55M | 1.02% | −385−1.1% | Reduced |
| Wellington Shields Capital Management, LLC | 35,529 | $9.56M | 1.73% | −143,830−80.2% | Reduced |
| Voleon Capital Management LP | 35,587 | $9.57M | 0.75% | +35,587 | New |
| Jane Street Group, LLC | 35,600 | $9.58M | 0.02% | −156,604−81.5% | Reduced |
| D.A. Davidson & Co. | 35,620 | $9.58M | 0.08% | +2,309+6.9% | Added |
| Rheos Capital Works Inc. | 36,700 | $9.87M | 0.80% | −78,500−68.1% | Reduced |
| Shelton Capital Management | 36,768 | $9.89M | 0.24% | −1,858−4.8% | Reduced |
| NWF Advisory Services Inc. | 36,803 | $9.90M | 1.39% | −1,996−5.1% | Reduced |
| Highland Capital Management, LLC | 36,855 | $9.92M | 0.59% | +5,888+19.0% | Added |
| Family Capital Trust Co | 37,021 | $9.96M | 3.57% | −157−0.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 37,308 | $10.0M | 6.85% | −3,123−7.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 37,329 | $10.0M | 0.25% | −341−0.9% | Reduced |
| Kentucky Retirement Systems | 37,844 | $10.2M | 0.31% | −750−1.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 37,946 | $10.2M | 0.30% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 38,668 | $10.3M | 0.11% | −4,143−9.7% | Reduced |
| Natixis | 38,784 | $10.3M | 0.06% | +32,939+563.5% | Added |
| Stansberry Asset Management, LLC | 38,430 | $10.3M | 1.24% | −350−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 38,589 | $10.4M | 1.79% | −413−1.1% | Reduced |
| Davy Global Fund Management Ltd | 38,631 | $10.4M | 1.22% | −625−1.6% | Reduced |
| Fundamentun, LLC | 38,797 | $10.4M | 0.56% | +6,409+19.8% | Added |
| Radnor Capital Management, LLC | 38,948 | $10.5M | 1.76% | −1,486−3.7% | Reduced |
| M. Kulyk & Associates, LLC | 39,269 | $10.6M | 2.42% | −2,196−5.3% | Reduced |
| Atria Wealth Solutions, Inc. | 39,300 | $10.6M | 0.13% | −2,763−6.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 39,350 | $10.6M | 0.97% | +381+1.0% | Added |
| CX Institutional | 39,379 | $10.6M | 0.40% | +3,072+8.5% | Added |
| NEOS Investment Management LLC | 39,467 | $10.6M | 0.20% | +7,513+23.5% | Added |
| Norinchukin Bank, The | 39,570 | $10.6M | 0.20% | +4,225+12.0% | Added |
| Illinois Municipal Retirement Fund | 39,734 | $10.7M | 0.16% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 39,885 | $10.7M | 2.59% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 40,130 | $10.8M | 0.33% | +120.0% | Added |
| Independent Advisor Alliance | 40,172 | $10.8M | 0.36% | −151−0.4% | Reduced |
| Brown Brothers Harriman & Co | 40,311 | $10.8M | 0.08% | −1,379−3.3% | Reduced |
| Erste Asset Management GmbH | 40,913 | $10.9M | 0.14% | −11,071−21.3% | Reduced |
| Financial Avengers, Inc. | 40,449 | $10.9M | 5.51% | −766−1.9% | Reduced |
| Ofi Invest Asset Management | 44,239 | $11.0M | 0.29% | −22,796−34.0% | Reduced |
| WoodTrust Financial Corp | 40,985 | $11.0M | 1.54% | −21−0.1% | Reduced |
| NFC Investments, LLC | 41,190 | $11.1M | 3.29% | −1,135−2.7% | Reduced |
| Kinneret Advisory, LLC | 41,658 | $11.2M | 1.13% | −140−0.3% | Reduced |
| Van Cleef Asset Management,Inc | 42,182 | $11.3M | 1.28% | +40+0.1% | Added |
| Searle & Co. | 42,199 | $11.4M | 3.24% | 00.0% | Unchanged |
| Univest Financial Corp | 42,409 | $11.4M | 0.75% | −5,215−11.0% | Reduced |
| Great West Life Assurance Co | 42,520 | $11.4M | 0.02% | +2,441+6.1% | Added |
| Avanza Fonder AB | 42,055 | $11.6M | 0.38% | +1,344+3.3% | Added |
| Griffin Asset Management, Inc. | 43,110 | $11.6M | 1.42% | −7,816−15.3% | Reduced |
| Elo Mutual Pension Insurance Co | 43,126 | $11.6M | 0.26% | −8,776−16.9% | Reduced |
| Investment Management Corp of Ontario | 43,156 | $11.6M | 0.24% | +100+0.2% | Added |
| Kestra Private Wealth Services, LLC | 43,284 | $11.6M | 0.19% | +2,613+6.4% | Added |
| Vontobel Holding Ltd. | 43,705 | $11.8M | 0.04% | +5,129+13.3% | Added |
| Edgar Lomax Co | 43,745 | $11.8M | 0.74% | −79,670−64.6% | Reduced |
| Silicon Valley Capital Partners | 44,615 | $11.8M | 1.55% | +5,534+14.2% | Added |
| Mizuho Securities USA LLC | 44,439 | $12.0M | 0.26% | −8,306−15.7% | Reduced |
| Diversified Trust Co | 44,927 | $12.1M | 0.30% | −6,919−13.3% | Reduced |
| Klingenstein Fields & Co LP | 45,390 | $12.2M | 0.52% | −1,026−2.2% | Reduced |
| Sprucegrove Investment Management Ltd | 45,390 | $12.2M | 1.31% | −16,807−27.0% | Reduced |
| Eagle Rock Investment Company, LLC | 45,414 | $12.2M | 2.10% | −5,701−11.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 45,646 | $12.3M | 0.71% | −2,778−5.7% | Reduced |
| Fishman Jay A Ltd | 45,682 | $12.3M | 1.34% | −1,860−3.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 45,755 | $12.3M | 1.47% | +132+0.3% | Added |
| Mirova | 45,785 | $12.3M | 2.22% | +2,885+6.7% | Added |
| Drexel Morgan & Co. | 45,918 | $12.4M | 2.59% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 46,155 | $12.4M | 3.07% | +5,145+12.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 46,454 | $12.5M | 0.50% | −1,408−2.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 46,620 | $12.5M | 0.91% | +1,198+2.6% | Added |
| Anchor Capital Advisors LLC | 46,754 | $12.6M | 0.38% | −2,263−4.6% | Reduced |
| Clearstead Advisors, LLC | 46,767 | $12.6M | 0.20% | +3,873+9.0% | Added |
| Woodline Partners LP | 46,889 | $12.6M | 0.08% | +13,468+40.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $12.6M | 0.11% | 00.0% | Unchanged |
| Thomasville National Bank | 47,114 | $12.7M | 0.93% | −60,251−56.1% | Reduced |
| Greystone Financial Group, LLC | 47,608 | $12.8M | 2.33% | −2,485−5.0% | Reduced |
| Oregon Public Employees Retirement Fund | 47,645 | $12.8M | 0.25% | −70−0.1% | Reduced |
| Gradient Investments LLC | 47,767 | $12.9M | 0.26% | −499−1.0% | Reduced |
| Choate Investment Advisors | 47,785 | $12.9M | 0.32% | +181+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 47,813 | $12.9M | 0.02% | −3,083−6.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 48,141 | $13.0M | 0.89% | −7,440−13.4% | Reduced |
| Perennial Advisors, LLC | 48,508 | $13.1M | 2.60% | −1,434−2.9% | Reduced |
| Sienna Gestion | 49,915 | $13.1M | 1.07% | −4,743−8.7% | Reduced |
| Virginia Retirement Systems Et Al | 48,700 | $13.1M | 0.10% | +48,700 | New |
| Sky Investment Group LLC | 48,702 | $13.1M | 2.42% | +400+0.8% | Added |
| Fiera Capital Corp | 48,771 | $13.1M | 0.05% | +7,447+18.0% | Added |
| Stanley Capital Management, LLC | 48,830 | $13.1M | 2.58% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 49,482 | $13.3M | 0.43% | +1,533+3.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 49,510 | $13.3M | 0.65% | −550−1.1% | Reduced |
| Argent Trust Co | 49,714 | $13.4M | 0.55% | −343−0.7% | Reduced |
| Sandy Spring Bank | 49,786 | $13.4M | 0.56% | −919−1.8% | Reduced |
| Rakuten Investment Management, Inc. | 50,964 | $13.5M | 0.06% | +50,964 | New |