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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.

Institutional holdersQ1 2025: 2,627 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ1 2025: $160.7B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2024.

Institutions holding AXP in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ZEGA Investments, LLC0$00.00%−928−100.0%Sold out
Regal Investment Advisors LLC0$00.00%−980−100.0%Sold out
Central Valley Advisors, LLC0$00.00%−967−100.0%Sold out
Bravias Capital Group, LLC0$00.00%−895−100.0%Sold out
Roberts Wealth Advisors, LLC0$00.00%−900−100.0%Sold out
Hall Laurie J Trustee0$00.00%−944−100.0%Sold out
First Heartland Consultants, Inc.0$00.00%−913−100.0%Sold out
Castle Rock Wealth Management, LLC0$00.00%−851−100.0%Sold out
Clark Financial Services Group Inc0$00.00%−864−100.0%Sold out
Longboard Asset Management, LP0$00.00%−860−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−852−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−850−100.0%Sold out
Rothschild Capital Partners, LLC0$00.00%−830−100.0%Sold out
Castleview Partners, LLC0$00.00%−819−100.0%Sold out
TrueWealth Advisors, LLC0$00.00%−815−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−787−100.0%Sold out
49 Wealth Management, LLC0$00.00%−776−100.0%Sold out
American Financial Advisors, LLC0$00.00%−771−100.0%Sold out
Facet Wealth, Inc.0$00.00%−717−100.0%Sold out
Magnolia Capital Advisors LLC0$00.00%−752−100.0%Sold out
Cyrus J. Lawrence, LLC0$00.00%−754−100.0%Sold out
LexAurum Advisors, LLC0$00.00%−751−100.0%Sold out
Fiducient Advisors LLC0$00.00%−743−100.0%Sold out
4WEALTH Advisors, Inc.0$00.00%−740−100.0%Sold out
Richard P Slaughter Associates Inc0$00.00%−737−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−736−100.0%Sold out
Hofer & Associates. Inc0$00.00%−733−100.0%Sold out
Single Point Partners, LLC0$00.00%−732−100.0%Sold out
Mendel Money Management0$00.00%−731−100.0%Sold out
Kellett Schaffner Wealth Advisors LLC0$00.00%−729−100.0%Sold out
Crescent Grove Advisors, LLC0$00.00%−726−100.0%Sold out
Warren Street Wealth Advisors, LLC0$00.00%−724−100.0%Sold out
PPS&V Asset Management Consultants, Inc.0$00.00%−724−100.0%Sold out
WestHill Financial Advisors, Inc.0$00.00%−723−100.0%Sold out
Summit Place Financial Advisors, LLC0$00.00%−722−100.0%Sold out
Somerset Trust Co0$00.00%−721−100.0%Sold out
O'Brien Greene & Co. Inc0$00.00%−721−100.0%Sold out
Ascent Wealth Partners, LLC0$00.00%−720−100.0%Sold out
Capital Planning LLC0$00.00%−718−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−717−100.0%Sold out
DecisionMap Wealth Management, LLC0$00.00%−715−100.0%Sold out
Holcombe Financial, Inc.0$00.00%−712−100.0%Sold out
BlueStem Wealth Partners, LLC0$00.00%−709−100.0%Sold out
Family Office Research LLC0$00.00%−703−100.0%Sold out
Horizon Kinetics Asset Management LLC0$00.00%−700−100.0%Sold out
Nichols & Pratt Advisers LLP0$00.00%−700−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−700−100.0%Sold out
Pointe Capital Management LLC0$00.00%−699−100.0%Sold out
Pine Harbor Wealth Management, LLC0$00.00%−699−100.0%Sold out
Sebold Capital Management, Inc.0$00.00%−692−100.0%Sold out
Vance Wealth, Inc.0$00.00%−687−100.0%Sold out
Gradient Capital Advisors, LLC0$00.00%−686−100.0%Sold out
Wulff, Hansen & Co.0$00.00%−686−100.0%Sold out
Talisman Wealth Advisors LLC0$00.00%−676−100.0%Sold out
Elmwood Wealth Management, Inc.0$00.00%−675−100.0%Sold out
Hoge Financial Services, LLC0$00.00%−674−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−670−100.0%Sold out
Stance Capital LLC0$00.00%−625−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−613−100.0%Sold out
Fedenia Advisers LLC0$00.00%−330−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−298−100.0%Sold out
Accredited Wealth Management, LLC0$00.00%−275−100.0%Sold out
Winthrop Capital Management, LLC0$00.00%−230−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−200−100.0%Sold out
Fairway Wealth LLC0$00.00%−200−100.0%Sold out
Wingate Wealth Advisors, Inc.0$00.00%−190−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−180−100.0%Sold out
FLP Wealth Management, LLC0$00.00%−139−100.0%Sold out
Financial Life Planners0$00.00%−129−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−126−100.0%Sold out
Sellwood Investment Partners LLC0$00.00%−110−100.0%Sold out
Tucker Asset Management LLC0$00.00%−103−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−53−100.0%Sold out
FPC Investment Advisory, Inc.0$00.00%−42−100.0%Sold out
Alexis Investment Partners, LLC0$00.00%−40−100.0%Sold out
Modus Advisors, LLC0$00.00%−27−100.0%Sold out
Caitlin John, LLC0$00.00%−25−100.0%Sold out
Conquis Financial LLC0$00.00%−18−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−14−100.0%Sold out
Syntax Research, Inc.0$00.00%−5−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−4−100.0%Sold out
Vista Private Wealth Partners. LLC0$00.00%−3−100.0%Sold out
LMR Partners LLP0$00.00%−3−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Global Frontier Investments LLC––––Not filed
Buckingham Capital Management, Inc.––––Not filed
Avitas Wealth Management LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Vise Technologies, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Lake Street Advisors Group, LLC––––Not filed
IronOak Wealth LLC.––––Not filed
Cornerstone Planning, LLC––––Not filed
Oliver Lagore Vanvalin Investment Group––––Not filed
Hilltop National Bank––––Not filed
Stenger Family Office, LLC––––Not filed
Edge Capital Group, LLC––––Not filed
TrinityPoint Wealth, LLC––––Not filed