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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 783 | $210.7K | 0.04% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 784 | $211.0K | 0.17% | −821−51.2% | Reduced |
| Kelly Financial Services LLC | 786 | $211.4K | 0.07% | +1+0.1% | Added |
| Compton Wealth Advisory Group, LLC | 786 | $211.5K | 0.06% | −8−1.0% | Reduced |
| PVG Asset Management Corp | 786 | $211.5K | 0.92% | +786 | New |
| Elefante Mark B | 786 | $211.5K | 0.17% | +786 | New |
| Oarsman Capital, Inc. | 789 | $212.3K | 0.04% | −41−4.9% | Reduced |
| Farmers National Bank | 789 | $212.3K | 0.06% | −4−0.5% | Reduced |
| Iron Financial, LLC | 791 | $212.7K | 0.12% | +1+0.1% | Added |
| JB Capital LLC | 790 | $212.8K | 0.01% | +790 | New |
| FDx Advisors, Inc. | 792 | $213.0K | 0.07% | −94−10.6% | Reduced |
| Tyler-Stone Wealth Management | 792 | $213.1K | 0.04% | +36+4.8% | Added |
| Boston Research & Management Inc | 800 | $215.2K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 800 | $215.2K | 0.12% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $215.2K | 0.02% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 716 | $215.5K | 0.14% | −10−1.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 801 | $215.5K | 0.05% | +1+0.1% | Added |
| Ethos Financial Group, LLC | 727 | $215.8K | 0.02% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 798 | $215.8K | 0.22% | +798 | New |
| Providence Capital Advisors, LLC | 803 | $216.0K | 0.04% | −145−15.3% | Reduced |
| Wallington Asset Management, LLC | 803 | $216.0K | 0.03% | 00.0% | Unchanged |
| Center For Asset Management LLC | 805 | $216.6K | 0.13% | +805 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 816 | $216.6K | 0.03% | −41−4.8% | Reduced |
| Pacific Global Investment Management CO | 806 | $216.9K | 0.31% | −85−9.5% | Reduced |
| Hexagon Capital Partners LLC | 806 | $216.9K | 0.04% | +62+8.3% | Added |
| Legacy Financial Group, Inc. | 807 | $217.1K | 0.07% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 808 | $217.3K | 0.08% | +9+1.1% | Added |
| German American Bancorp, Inc. | 808 | $217.4K | 0.02% | −74−8.4% | Reduced |
| Stiles Financial Services Inc | 808 | $217.6K | 0.08% | +1+0.1% | Added |
| Woodward Diversified Capital, LLC | 809 | $217.7K | 0.15% | +63+8.4% | Added |
| Retirement Planning Co of New England, Inc. | 809 | $217.9K | 0.11% | +1+0.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 734 | $218.0K | 0.07% | +734 | New |
| King Wealth | 810 | $218.0K | 0.03% | +18+2.3% | Added |
| Root Financial Partners, LLC | 812 | $218.4K | 0.02% | +78+10.6% | Added |
| Core Wealth Advisors, Inc. | 812 | $218.5K | 0.07% | +812 | New |
| Becker Capital Management Inc | 815 | $219.3K | 0.01% | −30−3.6% | Reduced |
| Sabal Trust CO | 816 | $219.5K | 0.01% | +816 | New |
| New England Capital Financial Advisors LLC | 817 | $219.9K | 0.11% | +1+0.1% | Added |
| Tandem Investment Partners LLC | 820 | $220.6K | 0.22% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 821 | $220.9K | 0.03% | −3,093−79.0% | Reduced |
| Mizuho Markets Americas LLC | 823 | $221.4K | 0.00% | +823 | New |
| Bridgefront Capital, LLC | 824 | $221.7K | 0.06% | +824 | New |
| DecisionPoint Financial, LLC | 825 | $221.8K | 0.06% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 825 | $222.0K | 0.06% | +3+0.4% | Added |
| Parsons Capital Management Inc | 826 | $222.2K | 0.01% | 00.0% | Unchanged |
| Kitching Partners, LLC | 828 | $222.8K | 0.26% | +828 | New |
| Grant/GrossMendelsohn, LLC | 841 | $222.9K | 0.12% | +2+0.2% | Added |
| Orion Capital Management LLC | 830 | $223.3K | 0.09% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 831 | $223.6K | 0.01% | +148+21.7% | Added |
| Adell Harriman & Carpenter Inc | 831 | $223.6K | 0.02% | +831 | New |
| Antonelli Financial Advisors, LLC | 835 | $224.7K | 0.18% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 837 | $225.2K | 0.09% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 838 | $225.4K | 0.12% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 840 | $226.0K | 0.02% | 00.0% | Unchanged |
| M. Kraus & Co | 841 | $226.3K | 0.07% | −10−1.2% | Reduced |
| PFG Private Wealth Management, LLC | 842 | $226.5K | 0.12% | −57−6.3% | Reduced |
| Wealth Management Nebraska | 844 | $227.1K | 0.03% | +844 | New |
| Mirador Capital Partners LP | 845 | $227.3K | 0.04% | −84−9.0% | Reduced |
| apricus wealth, LLC | 847 | $227.9K | 0.14% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 847 | $228.0K | 0.01% | +847 | New |
| TFC Financial Management | 848 | $228.2K | 0.03% | −74−8.0% | Reduced |
| Sheets Smith Wealth Management | 848 | $228.2K | 0.03% | 00.0% | Unchanged |
| Jacobsen Capital Management | 850 | $228.7K | 0.10% | +23+2.8% | Added |
| Alan B. Lancz & Associates, Inc. | 850 | $228.7K | 0.24% | −200−19.0% | Reduced |
| Goepper Burkhardt LLC | 850 | $228.7K | 0.09% | 00.0% | Unchanged |
| One Day In July LLC | 851 | $229.0K | 0.02% | −324−27.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 851 | $229.0K | 0.01% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 851 | $229.1K | 0.09% | −111−11.5% | Reduced |
| Port Capital LLC | 853 | $230.0K | 0.01% | −64−7.0% | Reduced |
| Phoenix Holdings Ltd. | 852 | $230.4K | 0.00% | +852 | New |
| Sandbox Financial Partners, LLC | 858 | $230.8K | 0.08% | +1+0.1% | Added |
| Capital Market Strategies LLC | 860 | $231.4K | 0.15% | −333−27.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 861 | $231.5K | 0.06% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 861 | $231.7K | 0.01% | −13−1.5% | Reduced |
| Osterweis Capital Management Inc | 863 | $232.2K | 0.01% | +5+0.6% | Added |
| Mustard Seed Financial, LLC | 863 | $232.2K | 0.19% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 819 | $232.3K | 0.12% | +6+0.7% | Added |
| Fortress Wealth Group, LLC | 871 | $232.6K | 0.11% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 868 | $233.5K | 0.07% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 870 | $234.1K | 0.10% | 00.0% | Unchanged |
| BNP Paribas | 500 | $234.4K | 0.01% | +77+18.2% | Added |
| Centurion Wealth Management LLC | 790 | $234.5K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 872 | $234.6K | 0.02% | 00.0% | Unchanged |
| Gibbs Wealth Management | 874 | $235.2K | 0.06% | +45+5.4% | Added |
| Acorns Advisers, LLC | 876 | $236.0K | 0.00% | +117+15.4% | Added |
| Bellwether Advisors, LLC | 879 | $236.5K | 0.05% | 00.0% | Unchanged |
| Advisor Resource Council | 2,740 | $236.6K | 0.02% | +2,740 | New |
| WealthPLAN Partners, LLC | 880 | $236.8K | 0.03% | +880 | New |
| Barlow Wealth Partners, Inc. | 896 | $237.3K | 0.03% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 882 | $237.4K | 0.08% | +882 | New |
| Ellenbecker Investment Group | 883 | $237.8K | 0.04% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 886 | $238.4K | 0.03% | +25+2.9% | Added |
| West Branch Capital LLC | 889 | $239.2K | 0.08% | −857−49.1% | Reduced |
| BayBridge Capital Group, LLC | 889 | $239.3K | 0.17% | −4,813−84.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 891 | $239.8K | 0.03% | +79+9.7% | Added |
| New Republic Capital, LLC | 897 | $241.3K | 0.10% | −80−8.2% | Reduced |
| Talbot Financial, LLC | 900 | $242.1K | 0.03% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 901 | $242.4K | 0.22% | +147+19.5% | Added |
| TFB Advisors LLC | 903 | $243.0K | 0.07% | −84−8.5% | Reduced |
| Meridian Investment Counsel Inc. | 903 | $243.0K | 0.07% | 00.0% | Unchanged |