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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 1,059 | $284.9K | 0.01% | +169+19.0% | Added |
| Act Two Investors LLC | 1,060 | $285.2K | 0.06% | −585−35.6% | Reduced |
| Golden State Equity Partners | 1,063 | $286.0K | 0.06% | −13−1.2% | Reduced |
| Claris Financial LLC | 964 | $286.2K | 0.19% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 1,067 | $287.1K | 0.18% | −8−0.7% | Reduced |
| Abacus Planning Group, Inc. | 1,068 | $287.3K | 0.05% | +2+0.2% | Added |
| Mezzasalma Advisors, LLC | 1,070 | $287.9K | 0.10% | +80+8.1% | Added |
| Humankind Investments LLC | 1,073 | $288.7K | 0.07% | −16−1.5% | Reduced |
| NDVR, Inc. | 1,073 | $288.7K | 0.29% | −1−0.1% | Reduced |
| Wedge Capital Management L L P | 1,073 | $288.7K | 0.01% | +147+15.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,075 | $289.2K | 0.11% | +49+4.8% | Added |
| Godsey & Gibb Associates | 1,076 | $289.5K | 0.03% | −20−1.8% | Reduced |
| Bristlecone Advisors, LLC | 1,076 | $289.5K | 0.02% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,078 | $290.0K | 0.25% | +20+1.9% | Added |
| Stonebridge Financial Group, LLC | 1,081 | $290.8K | 0.03% | +13+1.2% | Added |
| BTC Capital Management, Inc. | 1,084 | $291.6K | 0.03% | −3−0.3% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,084 | $291.6K | 0.60% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,078 | $291.7K | 0.09% | +225+26.4% | Added |
| Aspetuck Financial Management LLC | 1,085 | $291.9K | 0.25% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,087 | $292.5K | 0.06% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,088 | $292.8K | 0.02% | +1,088 | New |
| Arlington Trust Co LLC | 1,091 | $293.5K | 0.06% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,090 | $293.8K | 0.06% | +1,090 | New |
| Quest Partners LLC | 1,095 | $294.6K | 0.03% | +642+141.7% | Added |
| Gateway Wealth Partners, LLC | 1,097 | $295.2K | 0.07% | 00.0% | Unchanged |
| Ariston Services Group | 1,099 | $295.7K | 0.25% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 1,102 | $296.5K | 0.23% | +1,102 | New |
| Paradigm Financial Partners, LLC | 1,105 | $297.3K | 0.04% | +196+21.6% | Added |
| D'Orazio & Associates, Inc. | 1,107 | $297.7K | 0.05% | +42+3.9% | Added |
| Strait & Sound Wealth Management LLC | 1,107 | $297.8K | 0.14% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,111 | $298.9K | 0.29% | −25−2.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,111 | $298.9K | 0.01% | −119−9.7% | Reduced |
| Kingsman Wealth Management, Inc. | 1,112 | $299.3K | 0.22% | +1,112 | New |
| SevenBridge Financial Group, LLC | 1,002 | $299.5K | 0.06% | +2+0.2% | Added |
| Keebeck Wealth Management, LLC | 1,115 | $300.0K | 0.04% | −18−1.6% | Reduced |
| Dempze Nancy E | 1,115 | $300.0K | 0.18% | +115+11.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,116 | $300.3K | 0.07% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 1,117 | $300.5K | 0.32% | −520−31.8% | Reduced |
| Visionary Wealth Advisors | 1,118 | $300.8K | 0.02% | +207+22.7% | Added |
| Novare Capital Management LLC | 1,119 | $301.1K | 0.03% | −85−7.1% | Reduced |
| Ehrlich Financial Group | 1,119 | $301.1K | 0.22% | +3+0.3% | Added |
| Lafayette Investments, Inc. | 1,121 | $301.6K | 0.06% | −80−6.7% | Reduced |
| Fortress Private Ledger, LLC | 1,122 | $301.8K | 0.17% | +302+36.8% | Added |
| Uptown Financial Advisors LLC | 1,127 | $303.2K | 0.31% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $304.3K | 0.05% | 00.0% | Unchanged |
| Clifford Group, LLC | 1,136 | $305.6K | 0.29% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,141 | $306.9K | 0.06% | +1+0.1% | Added |
| Alliance Wealth Advisors, LLC | 1,145 | $308.1K | 0.08% | −38−3.2% | Reduced |
| Northwest Wealth Management, LLC | 1,145 | $308.1K | 0.06% | −3−0.3% | Reduced |
| Kessler Investment Group, LLC | 1,146 | $308.3K | 0.15% | +1,146 | New |
| Stegent Equity Advisors, Inc. | 1,147 | $308.6K | 0.31% | −53−4.4% | Reduced |
| CVA Family Office, LLC | 1,148 | $308.9K | 0.05% | −9−0.8% | Reduced |
| Armis Advisers, LLC | 1,163 | $309.9K | 0.03% | +1,163 | New |
| FLC Capital Advisors | 1,155 | $310.8K | 0.07% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 1,158 | $311.6K | 0.00% | −665,799−99.8% | Reduced |
| Gitterman Wealth Management, LLC | 1,161 | $312.4K | 0.08% | −525−31.1% | Reduced |
| MBB Public Markets I LLC | 1,161 | $312.4K | 0.04% | +1,161 | New |
| Burton Enright Welch | 1,162 | $312.6K | 0.06% | −1−0.1% | Reduced |
| Encompass Wealth Advisors, LLC | 1,164 | $313.2K | 0.13% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,164 | $313.2K | 0.27% | +14+1.2% | Added |
| Vivaldi Capital Management, LLC | 1,164 | $313.2K | 0.05% | +298+34.4% | Added |
| Old Port Advisors | 1,165 | $313.4K | 0.09% | +41+3.6% | Added |
| Truvestments Capital LLC | 1,165 | $313.5K | 0.07% | −9−0.8% | Reduced |
| Montgomery Investment Management Inc | 1,175 | $316.1K | 0.13% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,177 | $316.7K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,177 | $316.7K | 0.12% | +27+2.3% | Added |
| AlphaCore Capital LLC | 1,177 | $316.8K | 0.03% | +232+24.6% | Added |
| Monticello Wealth Management, LLC | 1,184 | $318.6K | 0.03% | +19+1.6% | Added |
| Capital Asset Advisory Services LLC | 1,159 | $319.1K | 0.02% | −257−18.1% | Reduced |
| Howard Financial Services, Ltd. | 1,191 | $320.3K | 0.04% | −316−21.0% | Reduced |
| Ashton Thomas Securities, LLC | 1,181 | $320.4K | 0.09% | −73−5.8% | Reduced |
| Formidable Asset Management, LLC | 1,192 | $320.7K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,192 | $320.7K | 0.03% | −450−27.4% | Reduced |
| Liberty Square Wealth Partners LLC | 1,193 | $321.0K | 0.12% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,196 | $321.9K | 0.13% | +177+17.4% | Added |
| Vishria Bird Financial Group, LLC | 1,197 | $322.0K | 0.11% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,085 | $322.0K | 0.11% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,197 | $322.0K | 0.09% | −160−11.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,198 | $322.3K | 0.08% | −3−0.2% | Reduced |
| Omega Financial Group, LLC | 1,200 | $322.9K | 0.12% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 1,206 | $324.4K | 0.29% | +1,206 | New |
| Hoxton Planning & Management, LLC | 1,206 | $324.5K | 0.12% | +2+0.2% | Added |
| Silvia McColl Wealth Management, LLC | 1,207 | $324.7K | 0.25% | +42+3.6% | Added |
| Edmond de Rothschild Holding S.A. | 1,208 | $325.0K | 0.01% | −684−36.2% | Reduced |
| Hamilton Capital, LLC | 1,213 | $326.3K | 0.02% | −270−18.2% | Reduced |
| Bouchey Financial Group Ltd | 1,213 | $326.4K | 0.03% | +6+0.5% | Added |
| Rosenberg Matthew Hamilton | 1,214 | $326.6K | 0.08% | −15−1.2% | Reduced |
| Connecticut Wealth Management, LLC | 1,214 | $326.6K | 0.02% | +99+8.9% | Added |
| Voya Financial Advisors, Inc. | 1,231 | $326.8K | 0.04% | +1+0.1% | Added |
| Nations Financial Group Inc, | 1,215 | $327.1K | 0.02% | −10−0.8% | Reduced |
| Heartwood Wealth Advisors LLC | 1,218 | $327.7K | 0.04% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,219 | $328.0K | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,220 | $328.2K | 0.17% | −5−0.4% | Reduced |
| Elevated Capital Advisors, LLC | 1,221 | $328.4K | 0.09% | −243−16.6% | Reduced |
| Wealth Management Partners, LLC | 1,221 | $328.4K | 0.15% | +1+0.1% | Added |
| Key Financial Inc | 1,222 | $328.8K | 0.07% | 00.0% | Unchanged |
| City State Bank | 1,223 | $329.0K | 0.11% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,224 | $329.3K | 0.11% | +236+23.9% | Added |
| Firestone Capital Management | 1,225 | $329.6K | 0.09% | +10+0.8% | Added |
| Kapstone Financial Advisors LLC | 1,227 | $330.1K | 0.19% | 00.0% | Unchanged |