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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 50,312 | $13.5M | 0.07% | −8,785−14.9% | Reduced |
| Narwhal Capital Management | 50,458 | $13.6M | 1.21% | +891+1.8% | Added |
| Congress Wealth Management LLC | 50,311 | $13.6M | 0.16% | +8,216+19.5% | Added |
| Marex Group plc | 50,961 | $13.7M | 0.26% | −79,621−61.0% | Reduced |
| Chemistry Wealth Management LLC | 51,930 | $14.0M | 3.25% | −110.0% | Reduced |
| Sequoia Financial Advisors, LLC | 52,033 | $14.0M | 0.11% | +26,548+104.2% | Added |
| Exchange Traded Concepts, LLC | 52,272 | $14.1M | 0.25% | +19,634+60.2% | Added |
| Jump Financial, LLC | 53,233 | $14.3M | 0.22% | +53,233 | New |
| Atria Investments LLC | 53,333 | $14.3M | 0.18% | +3,248+6.5% | Added |
| Cresset Asset Management, LLC | 53,494 | $14.4M | 0.07% | −2,567−4.6% | Reduced |
| Laffer Tengler Investments | 53,497 | $14.4M | 3.06% | −2,914−5.2% | Reduced |
| Carret Asset Management, LLC | 53,621 | $14.4M | 1.63% | −1,620−2.9% | Reduced |
| Willis Investment Counsel | 53,694 | $14.4M | 0.97% | −289−0.5% | Reduced |
| Cullinan Associates Inc | 53,766 | $14.5M | 1.02% | +665+1.3% | Added |
| Scotia Capital Inc. | 53,797 | $14.5M | 0.08% | +27,814+107.0% | Added |
| Calamos Wealth Management LLC | 53,852 | $14.5M | 0.72% | +566+1.1% | Added |
| Tocqueville Asset Management L.P. | 54,429 | $14.6M | 0.24% | −380−0.7% | Reduced |
| Jones Financial Companies LLLP | 55,514 | $14.7M | 0.01% | +18,017+48.0% | Added |
| Matthew Goff Investment Advisor, LLC | 54,943 | $14.8M | 2.73% | −3,404−5.8% | Reduced |
| GHP Investment Advisors, Inc. | 55,704 | $15.0M | 0.72% | −110−0.2% | Reduced |
| Private Advisor Group, LLC | 56,651 | $15.2M | 0.09% | +1,867+3.4% | Added |
| Oppenheimer & Co Inc | 56,909 | $15.3M | 0.23% | +6,900+13.8% | Added |
| Prospera Financial Services Inc | 57,099 | $15.4M | 0.35% | +8,513+17.5% | Added |
| Silvercrest Asset Management Group LLC | 57,540 | $15.5M | 0.11% | +1,206+2.1% | Added |
| Perigon Wealth Management, LLC | 57,594 | $15.5M | 0.40% | +2,151+3.9% | Added |
| Kestra Advisory Services, LLC | 57,744 | $15.5M | 0.08% | +1,070+1.9% | Added |
| Equitable Trust Co | 57,839 | $15.6M | 0.86% | −3,543−5.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 57,950 | $15.6M | 0.29% | +57,950 | New |
| Torray LLC | 58,287 | $15.7M | 2.34% | 00.0% | Unchanged |
| Rice Partnership, LLC | 58,668 | $15.8M | 3.24% | −2,359−3.9% | Reduced |
| Neville Rodie & Shaw Inc | 59,009 | $15.9M | 1.24% | +14,439+32.4% | Added |
| OP Asset Management Ltd | 60,246 | $16.2M | 0.27% | +60,246 | New |
| Mackenzie Financial Corp | 60,634 | $16.3M | 0.02% | +3,776+6.6% | Added |
| Peapack Gladstone Financial Corp | 61,648 | $16.6M | 0.25% | −1,410−2.2% | Reduced |
| GM Advisory Group, Inc. | 61,818 | $16.6M | 0.90% | +65+0.1% | Added |
| Wesleyan Assurance Society | 62,345 | $16.8M | 1.25% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 62,450 | $16.8M | 0.16% | −5,067−7.5% | Reduced |
| Orion Portfolio Solutions, LLC | 62,450 | $16.8M | 0.16% | −5,067−7.5% | Reduced |
| Penserra Capital Management LLC | 62,455 | $16.8M | 0.30% | −8,941−12.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 62,838 | $16.9M | 0.17% | +6,239+11.0% | Added |
| Shayne & Co., LLC | 63,182 | $17.0M | 4.18% | −150−0.2% | Reduced |
| HB Wealth Management, LLC | 63,484 | $17.1M | 0.14% | +5,710+9.9% | Added |
| Mutual of America Capital Management LLC | 64,544 | $17.4M | 0.20% | −2,126−3.2% | Reduced |
| GDS Wealth Management | 64,621 | $17.4M | 1.48% | +2,153+3.4% | Added |
| Davenport & Co LLC | 64,852 | $17.4M | 0.10% | +11,494+21.5% | Added |
| Long Corridor Asset Management Ltd | 65,000 | $17.5M | 12.80% | +40,000+160.0% | Added |
| Eagle Global Advisors LLC | 65,351 | $17.6M | 0.72% | −676−1.0% | Reduced |
| Generali Asset Management SPA SGR | 65,588 | $17.6M | 0.43% | +6,921+11.8% | Added |
| Hamilton Point Investment Advisors, LLC | 65,871 | $17.7M | 3.19% | +244+0.4% | Added |
| United Services Automobile Association | 66,800 | $17.7M | 0.55% | 00.0% | Unchanged |
| GWM Advisors LLC | 65,999 | $17.8M | 0.11% | −5,777−8.0% | Reduced |
| Connors Investor Services Inc | 66,174 | $17.8M | 1.77% | +623+1.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 67,050 | $18.0M | 2.93% | −1,603−2.3% | Reduced |
| Wealthfront Advisers LLC | 67,148 | $18.1M | 0.05% | −2,053−3.0% | Reduced |
| Andra AP-fonden | 67,248 | $18.1M | 0.30% | −28,600−29.8% | Reduced |
| Payden & Rygel | 67,400 | $18.1M | 1.56% | +2,600+4.0% | Added |
| Moran Wealth Management, LLC | 67,688 | $18.2M | 0.61% | −1,153−1.7% | Reduced |
| Walleye Capital LLC | 68,046 | $18.3M | 0.20% | +49,384+264.6% | Added |
| Cobblestone Capital Advisors LLC | 68,644 | $18.5M | 1.01% | −13,082−16.0% | Reduced |
| Whittier Trust Co | 68,718 | $18.5M | 0.26% | +388+0.6% | Added |
| Galvin, Gaustad & Stein, LLC | 69,414 | $18.7M | 1.67% | −700−1.0% | Reduced |
| Parthenon LLC | 69,520 | $18.7M | 2.30% | −112−0.2% | Reduced |
| Nissay Asset Management Corp | 69,792 | $18.8M | 0.12% | +99+0.1% | Added |
| JustInvest LLC | 70,148 | $18.9M | 0.28% | +1,309+1.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 70,195 | $18.9M | 0.06% | +739+1.1% | Added |
| Marco Investment Management LLC | 70,939 | $19.1M | 1.77% | −520−0.7% | Reduced |
| Tweedy, Browne Co LLC | 71,820 | $19.3M | 1.71% | −17,728−19.8% | Reduced |
| FIL Ltd | 71,854 | $19.3M | 0.02% | +70,574+5,513.6% | Added |
| Prime Capital Investment Advisors, LLC | 72,010 | $19.4M | 0.23% | +14,650+25.5% | Added |
| Abner Herrman & Brock LLC | 72,341 | $19.5M | 2.48% | −3,260−4.3% | Reduced |
| Hancock Whitney Corp | 72,703 | $19.6M | 0.64% | −310−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 73,156 | $19.7M | 0.17% | +1,789+2.5% | Added |
| Abn Amro Investment Solutions | 73,978 | $19.9M | 0.42% | +9,360+14.5% | Added |
| Yousif Capital Management, LLC | 74,258 | $20.0M | 0.23% | −3,164−4.1% | Reduced |
| Assetmark, Inc | 74,337 | $20.0M | 0.05% | +5,264+7.6% | Added |
| Polar Capital Holdings Plc | 74,941 | $20.2M | 0.12% | −17,236−18.7% | Reduced |
| Tudor Investment Corp Et Al | 76,000 | $20.4M | 0.18% | +76,000 | New |
| Mesirow Financial Investment Management, Inc. | 76,147 | $20.5M | 0.40% | +880+1.2% | Added |
| Beacon Pointe Advisors, LLC | 76,219 | $20.5M | 0.23% | −1,862−2.4% | Reduced |
| Founders Capital Management, LLC | 76,995 | $20.7M | 3.81% | −274−0.4% | Reduced |
| CIBC World Markets Inc. | 77,538 | $20.9M | 0.05% | −222,009−74.1% | Reduced |
| Prudential PLC | 77,699 | $20.9M | 0.11% | −7,302−8.6% | Reduced |
| MML Investors Services, LLC | 78,346 | $21.1M | 0.07% | +338+0.4% | Added |
| Baxter Bros Inc | 78,652 | $21.2M | 2.79% | −994−1.2% | Reduced |
| Franklin Street Advisors Inc | 78,700 | $21.2M | 1.50% | −671−0.8% | Reduced |
| Ethic Inc. | 78,736 | $21.3M | 0.43% | +1,421+1.8% | Added |
| ASR Vermogensbeheer N.V. | 79,542 | $21.4M | 0.32% | +79,542 | New |
| Anomaly Capital Management, LP | 79,827 | $21.5M | 1.00% | +79,827 | New |
| O'Shaughnessy Asset Management, LLC | 80,035 | $21.5M | 0.17% | +2,745+3.6% | Added |
| HM Payson & Co | 80,754 | $21.7M | 0.38% | −3,742−4.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 80,781 | $21.7M | 0.22% | −1,000−1.2% | Reduced |
| State of Alaska, Department of Revenue | 81,036 | $21.8M | 0.25% | +1,585+2.0% | Added |
| Warren Averett Asset Management, LLC | 81,269 | $21.9M | 0.27% | +38,973+92.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 81,886 | $22.0M | 0.37% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 82,119 | $22.1M | 0.23% | −699−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 82,783 | $22.3M | 0.67% | +602+0.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 83,363 | $22.4M | 0.27% | −17,500−17.4% | Reduced |
| Varma Mutual Pension Insurance Co | 83,435 | $22.4M | 0.19% | −8,400−9.1% | Reduced |
| Brookstone Capital Management | 84,916 | $22.8M | 0.33% | +2,963+3.6% | Added |
| Quantinno Capital Management LP | 85,331 | $23.0M | 0.15% | +29,175+52.0% | Added |