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; 3,022 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
- 959 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 440 | $118.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 440 | $118.4K | 0.07% | 00.0% | Unchanged |
| CNB Bank | 453 | $121.9K | 0.06% | −5−1.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 455 | $122.4K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 466 | $125.0K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 468 | $125.9K | 0.08% | −22−4.5% | Reduced |
| JCIC Asset Management Inc. | 470 | $126.5K | 0.05% | 00.0% | Unchanged |
| eCIO, Inc. | 129,000 | $129.3K | 0.04% | +129,000 | New |
| Logan Capital Management Inc | 490 | $131.8K | 0.01% | −15−3.0% | Reduced |
| IMG Wealth Management, Inc. | 490 | $131.8K | 0.12% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 475 | $132.1K | 0.02% | +475 | New |
| Cape Investment Advisory, Inc. | 497 | $133.6K | 0.05% | −1−0.2% | Reduced |
| Creative Capital Management Investments LLC | 500 | $134.5K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 501 | $134.8K | 0.03% | +227+82.8% | Added |
| VSM Wealth Advisory, LLC | 533 | $143.4K | 0.05% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 543 | $146.1K | 0.14% | +543 | New |
| Security National Bank | 544 | $146.4K | 0.03% | −16−2.9% | Reduced |
| West Paces Advisors Inc. | 545 | $146.6K | 0.03% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 565 | $152.0K | 0.09% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 579 | $155.8K | 0.12% | −43−6.9% | Reduced |
| MRP Capital Investments, LLC | 584 | $157.1K | 0.15% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 591 | $158.9K | 0.05% | +7+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 593 | $159.5K | 0.07% | −19−3.1% | Reduced |
| Addison Advisors LLC | 599 | $161.2K | 0.04% | +29+5.1% | Added |
| First Community Trust NA | 610 | $164.1K | 0.14% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 616 | $165.7K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 621 | $167.1K | 0.04% | 00.0% | Unchanged |
| Tidemark, LLC | 626 | $168.5K | 0.06% | +29+4.9% | Added |
| Centricity Wealth Management, LLC | 627 | $168.7K | 0.15% | +46+7.9% | Added |
| Financial Management Professionals, Inc. | 628 | $169.0K | 0.02% | +1+0.2% | Added |
| Itau Unibanco Holding S.A. | 631 | $170.0K | 0.01% | −69−9.9% | Reduced |
| Western Pacific Wealth Management, LP | 634 | $170.6K | 0.15% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 635 | $170.8K | 0.08% | +126+24.8% | Added |
| State of Wyoming | 635 | $170.8K | 0.02% | +635 | New |
| Iron Horse Wealth Management, LLC | 637 | $171.4K | 0.06% | −29−4.4% | Reduced |
| WealthCollab, LLC | 638 | $171.7K | 0.11% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 639 | $171.8K | 0.13% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $172.2K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $172.2K | 0.06% | +90+16.4% | Added |
| IMA Wealth, Inc. | 644 | $173.3K | 0.02% | +644 | New |
| Fortitude Family Office, LLC | 646 | $173.8K | 0.06% | −22−3.3% | Reduced |
| Sound Income Strategies, LLC | 656 | $176.6K | 0.01% | +110+20.1% | Added |
| Westchester Capital Management, Inc. | 660 | $177.6K | 0.04% | 00.0% | Unchanged |
| Kentucky Trust Co | 680 | $183.0K | 0.11% | −230−25.3% | Reduced |
| Prestige Wealth Management Group LLC | 682 | $183.5K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 687 | $184.8K | 0.01% | +30+4.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $185.0K | 0.07% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 696 | $187.4K | 0.18% | +1+0.1% | Added |
| Financial Network Wealth Management LLC | 701 | $188.0K | 0.07% | −30−4.1% | Reduced |
| Catherine Avery Investment Management LLC | 700 | $188.3K | 0.17% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 701 | $188.6K | 0.10% | +701 | New |
| Wayfinding Financial, LLC | 703 | $189.0K | 0.08% | +703 | New |
| Westside Investment Management, Inc. | 712 | $191.6K | 0.04% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 715 | $192.4K | 0.12% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 717 | $192.9K | 0.15% | −32−4.3% | Reduced |
| Slocum, Gordon & Co LLP | 718 | $193.2K | 0.14% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 738 | $198.6K | 0.15% | 00.0% | Unchanged |
| CAP Partners, LLC | 745 | $200.6K | 0.15% | +5+0.7% | Added |
| Shilanski & Associates, Inc. | 747 | $201.0K | 0.06% | −2−0.3% | Reduced |
| Canvas Wealth Advisors, LLC | 798 | $201.4K | 0.05% | +91+12.9% | Added |
| Maridea Wealth Management LLC | 749 | $201.5K | 0.07% | −1,082−59.1% | Reduced |
| Portfolio Design Labs, LLC | 749 | $201.5K | 0.04% | +6+0.8% | Added |
| Chris Bulman Inc | 750 | $201.8K | 0.13% | −68−8.3% | Reduced |
| LBMC Investment Advisors, LLC | 750 | $201.8K | 0.02% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 750 | $201.8K | 0.21% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 751 | $202.1K | 0.24% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 752 | $202.3K | 0.09% | +752 | New |
| Avenue 1 Advisors, LLC | 753 | $202.6K | 0.08% | +63+9.1% | Added |
| Allen Capital Group, LLC | 753 | $202.6K | 0.02% | +753 | New |
| Horst & Graben Wealth Management LLC | 755 | $203.1K | 0.04% | +33+4.6% | Added |
| SkyOak Wealth, LLC | 755 | $203.1K | 0.04% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 757 | $203.7K | 0.12% | −1,800−70.4% | Reduced |
| Probity Advisors, Inc. | 759 | $204.2K | 0.04% | −139−15.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 761 | $204.7K | 0.05% | −5−0.7% | Reduced |
| LRI Investments, LLC | 763 | $205.4K | 0.02% | +92+13.7% | Added |
| Semmax Financial Advisors Inc. | 722 | $205.5K | 0.06% | +1+0.1% | Added |
| Patton Albertson Miller Group, LLC | 765 | $205.8K | 0.03% | −86−10.1% | Reduced |
| Narus Financial Partners, LLC | 765 | $205.8K | 0.07% | −40−5.0% | Reduced |
| SLT Holdings LLC | 768 | $206.6K | 0.19% | 00.0% | Unchanged |
| Renasant Bank | 770 | $207.2K | 0.14% | −10−1.3% | Reduced |
| Hengehold Capital Management LLC | 772 | $207.7K | 0.02% | −22−2.8% | Reduced |
| Prudent Investors Network | 773 | $208.0K | 0.06% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 772 | $208.0K | 0.00% | +35+4.7% | Added |
| David J Yvars Group | 775 | $208.5K | 0.16% | 00.0% | Unchanged |
| DF Dent & Co Inc | 775 | $208.5K | 0.00% | +25+3.3% | Added |
| Medallion Wealth Advisors, LLC | 773 | $208.6K | 0.09% | +11+1.4% | Added |
| First Financial Corp | 776 | $208.8K | 0.10% | −3−0.4% | Reduced |
| Granite Harbor Advisors, Inc. | 776 | $208.8K | 0.11% | +776 | New |
| Archetype Wealth Partners | 776 | $209.0K | 0.03% | +101+15.0% | Added |
| Biltmore Family Office, LLC | 777 | $209.1K | 0.04% | +777 | New |
| FSM Wealth Advisors, LLC | 778 | $209.2K | 0.05% | +88+12.8% | Added |
| Consilium Wealth Advisory, LLC | 778 | $209.3K | 0.10% | −41−5.0% | Reduced |
| Per Stirling Capital Management, LLC. | 778 | $209.3K | 0.03% | +2+0.3% | Added |
| Latitude Advisors, LLC | 779 | $209.5K | 0.12% | −102−11.6% | Reduced |
| Live Oak Private Wealth LLC | 779 | $209.6K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 782 | $210.0K | 0.02% | −10−1.3% | Reduced |
| Good Steward Wealth Advisors,LLC | 782 | $210.4K | 0.19% | +782 | New |
| Strategies Wealth Advisors, LLC | 782 | $210.4K | 0.03% | +782 | New |
| Capital Advisors Wealth Management, LLC | 783 | $210.6K | 0.04% | +5+0.6% | Added |
| Everpar Advisors LLC | 783 | $210.7K | 0.11% | −104−11.7% | Reduced |