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 |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 903 | $243.1K | 0.10% | +903 | New |
| Capula Management Ltd | 904 | $243.2K | 0.00% | +171+23.3% | Added |
| Omnia Family Wealth, LLC | 905 | $243.6K | 0.10% | +210+30.2% | Added |
| Meritage Portfolio Management | 909 | $244.6K | 0.02% | −20−2.2% | Reduced |
| New Covenant Trust Company, N.A. | 925 | $245.6K | 0.26% | −31−3.2% | Reduced |
| Betterment LLC | 915 | $246.0K | 0.00% | −29−3.1% | Reduced |
| Avion Wealth | 830 | $246.0K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 917 | $246.7K | 0.16% | −1,609−63.7% | Reduced |
| Stephenson & Company, Inc. | 918 | $247.0K | 0.16% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 920 | $247.5K | 0.22% | +920 | New |
| Edgemoor Investment Advisors, Inc. | 921 | $247.8K | 0.02% | 00.0% | Unchanged |
| WT Wealth Management | 923 | $248.3K | 0.08% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 925 | $248.9K | 0.03% | −23−2.4% | Reduced |
| Broadway Wealth Solutions, Inc. | 929 | $249.9K | 0.18% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 931 | $250.5K | 0.05% | +20+2.2% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $250.8K | 0.00% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 935 | $251.6K | 0.11% | +935 | New |
| General Partner, Inc. | 936 | $251.8K | 0.16% | 00.0% | Unchanged |
| GWN Securities Inc. | 936 | $252.1K | 0.01% | +159+20.5% | Added |
| HC Advisors, LLC | 937 | $252.1K | 0.19% | +2+0.2% | Added |
| Marest Capital, LLC | 938 | $252.3K | 0.21% | +2+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 939 | $252.6K | 0.06% | −204−17.8% | Reduced |
| Quadcap Wealth Management, LLC | 940 | $252.8K | 0.04% | +43+4.8% | Added |
| Smith Chas P & Associates Pa Cpas | 942 | $253.4K | 0.01% | −2−0.2% | Reduced |
| Fairvoy Private Wealth, LLC | 943 | $253.7K | 0.07% | −32−3.3% | Reduced |
| Perpetual Ltd | 945 | $254.3K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 946 | $254.5K | 0.07% | 00.0% | Unchanged |
| Transform Wealth, LLC | 946 | $254.5K | 0.02% | +946 | New |
| Acadian Asset Management LLC | 950 | $255.0K | 0.00% | −12,765−93.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 953 | $256.4K | 0.09% | −96−9.2% | Reduced |
| Cornerstone Advisory, LLC | 934 | $257.1K | 0.03% | +113+13.8% | Added |
| Plan A Wealth LLC | 959 | $258.0K | 0.20% | +959 | New |
| Harbor Group, Inc. | 960 | $258.2K | 0.05% | +2+0.2% | Added |
| Tobam | 963 | $259.0K | 0.11% | −873−47.5% | Reduced |
| Second Half Financial Partners, LLC | 963 | $259.1K | 0.13% | +22+2.3% | Added |
| Sunpointe, LLC | 964 | $259.3K | 0.14% | −13−1.3% | Reduced |
| Royal Fund Management, LLC | 964 | $259.4K | 0.03% | +2+0.2% | Added |
| Independence Bank of Kentucky | 965 | $259.6K | 0.04% | −25−2.5% | Reduced |
| Apella Capital, LLC | 992 | $260.3K | 0.01% | +61+6.6% | Added |
| Weatherly Asset Management L. P. | 969 | $260.7K | 0.02% | +114+13.3% | Added |
| Simplicity Wealth,LLC | 970 | $261.1K | 0.02% | −573−37.1% | Reduced |
| Hopwood Financial Services, Inc. | 972 | $261.5K | 0.20% | −45−4.4% | Reduced |
| XY Capital Ltd | 974 | $262.1K | 0.17% | +820+532.5% | Added |
| Cowa, LLC | 975 | $262.3K | 0.11% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 977 | $262.7K | 0.03% | +977 | New |
| NavPoint Financial, Inc. | 981 | $263.9K | 0.19% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 982 | $264.3K | 0.06% | −134−12.0% | Reduced |
| Vista Investment Management | 982 | $264.3K | 0.10% | −102−9.4% | Reduced |
| Allied Investment Advisors, LLC | 989 | $266.1K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 993 | $267.2K | 0.02% | +993 | New |
| Certified Advisory Corp | 993 | $267.3K | 0.03% | −143−12.6% | Reduced |
| Correct Capital Wealth Management | 996 | $267.9K | 0.05% | 00.0% | Unchanged |
| Monument Capital Management | 997 | $268.3K | 0.08% | −53−5.0% | Reduced |
| Eagle Bay Advisors LLC | 998 | $268.4K | 0.23% | −15−1.5% | Reduced |
| Sierra Capital LLC | 1,001 | $269.0K | 0.03% | −862−46.3% | Reduced |
| Close Asset Management Ltd | 1,001 | $269.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $269.0K | 0.19% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,000 | $269.0K | 0.00% | +1,000 | New |
| Acima Private Wealth, LLC | 1,000 | $269.1K | 0.10% | −2,000−66.7% | Reduced |
| Wexford Capital LP | 1,000 | $269.1K | 0.07% | −300−23.1% | Reduced |
| Old Second National Bank of Aurora | 1,000 | $269.1K | 0.06% | −10−1.0% | Reduced |
| Aurdan Capital Management, LLC | 1,000 | $269.1K | 0.10% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,000 | $269.1K | 0.03% | +45+4.7% | Added |
| Rakuten Securities, Inc. | 1,000 | $269.1K | 0.14% | +407+68.6% | Added |
| Sovran Advisors, LLC | 1,073 | $269.7K | 0.04% | −87−7.5% | Reduced |
| CRA Financial Services, LLC | 1,005 | $270.4K | 0.05% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,005 | $270.4K | 0.08% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,005 | $270.4K | 0.01% | +20+2.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,007 | $271.0K | 0.13% | +2+0.2% | Added |
| Buckley Wealth Management, LLC | 1,013 | $272.5K | 0.08% | −71−6.5% | Reduced |
| Tortoise Investment Management, LLC | 1,014 | $272.8K | 0.03% | −263−20.6% | Reduced |
| Vista Investment Partners LLC | 1,015 | $273.1K | 0.08% | −650−39.0% | Reduced |
| Princeton Capital Management LLC | 1,016 | $273.4K | 0.10% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,017 | $273.5K | 0.03% | −887−46.6% | Reduced |
| Stonebridge Capital Management Inc | 1,020 | $274.0K | 0.12% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 1,019 | $274.2K | 0.07% | −769−43.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,020 | $274.4K | 0.20% | −240−19.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 1,025 | $275.8K | 0.04% | −1−0.1% | Reduced |
| BluePointe Capital Management, LLC | 1,025 | $275.8K | 0.11% | +200+24.2% | Added |
| Park Capital Management, LLC | 1,027 | $276.4K | 0.32% | +45+4.6% | Added |
| May Hill Capital, LLC | 1,029 | $276.9K | 0.10% | −41−3.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,029 | $277.5K | 0.05% | −22−2.1% | Reduced |
| BIP Wealth, LLC | 1,032 | $277.7K | 0.02% | +1+0.1% | Added |
| EntryPoint Capital, LLC | 1,032 | $277.7K | 0.13% | +1,032 | New |
| 111 Capital | 1,033 | $277.9K | 0.05% | +1,033 | New |
| Obsidian Personal Planning Solutions LLC | 1,046 | $278.7K | 0.12% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,036 | $278.7K | 0.21% | −50−4.6% | Reduced |
| Flagship Wealth Advisors, LLC | 1,036 | $278.8K | 0.12% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,038 | $279.0K | 0.02% | −356−25.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,039 | $279.5K | 0.07% | +1+0.1% | Added |
| Sterling Investment Counsel, LLC | 1,040 | $279.8K | 0.10% | +1,040 | New |
| Old North State Trust, LLC | 943 | $280.0K | 0.18% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,041 | $280.1K | 0.03% | +1,041 | New |
| Capital Investment Advisory Services, LLC | 1,042 | $280.4K | 0.03% | −6−0.6% | Reduced |
| Shepherd Financial Partners LLC | 1,045 | $281.2K | 0.03% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 1,046 | $281.5K | 0.11% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,049 | $282.2K | 0.27% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,054 | $283.6K | 0.08% | −306−22.5% | Reduced |
| Guyasuta Investment Advisors Inc | 1,055 | $283.8K | 0.02% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,058 | $284.7K | 0.04% | +1,058 | New |