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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 1,228 | $330.4K | 0.01% | −105−7.9% | Reduced |
| Versant Capital Management, Inc | 1,229 | $330.7K | 0.06% | +19+1.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,231 | $331.0K | 0.00% | +5+0.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 1,231 | $331.2K | 0.06% | +1,231 | New |
| Family Firm, Inc. | 1,234 | $332.0K | 0.07% | +3+0.2% | Added |
| SFMG, LLC | 1,236 | $332.7K | 0.03% | +14+1.1% | Added |
| Secure Asset Management, LLC | 1,239 | $333.3K | 0.07% | +232+23.0% | Added |
| Blue Square Asset Management, LLC | 1,240 | $333.6K | 0.18% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,245 | $335.0K | 0.13% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,247 | $335.5K | 0.15% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,247 | $335.6K | 0.20% | −17−1.3% | Reduced |
| Capital Square, LLC | 1,249 | $336.0K | 0.20% | −240−16.1% | Reduced |
| Kimelman & Baird, LLC | 1,250 | $336.3K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,251 | $336.5K | 0.09% | +100+8.7% | Added |
| Vigilare Wealth Management | 1,251 | $336.6K | 0.13% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 1,252 | $336.9K | 0.09% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,254 | $337.5K | 0.13% | −2−0.2% | Reduced |
| Pinnacle Wealth Management, LLC | 1,255 | $337.7K | 0.38% | −7,209−85.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,256 | $337.9K | 0.01% | +387+44.5% | Added |
| Sterneck Capital Management, LLC | 1,257 | $338.2K | 0.18% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,257 | $338.3K | 0.08% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 1,264 | $340.1K | 0.33% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,264 | $340.2K | 0.02% | −537−29.8% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $341.4K | 0.10% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 1,270 | $341.6K | 0.15% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,270 | $341.7K | 0.05% | −13−1.0% | Reduced |
| Mainstream Capital Management LLC | 1,270 | $341.7K | 0.27% | −12−0.9% | Reduced |
| Washington Trust Bank | 1,271 | $342.0K | 0.03% | −1,211−48.8% | Reduced |
| Mayfair Advisory Group, LLC | 1,273 | $342.5K | 0.20% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,274 | $342.8K | 0.03% | −3−0.2% | Reduced |
| Southeast Asset Advisors Inc. | 1,277 | $343.6K | 0.04% | +2+0.2% | Added |
| 4J Wealth Management LLC | 1,278 | $343.8K | 0.27% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,285 | $345.6K | 0.08% | +60+4.9% | Added |
| Ballast, Inc. | 1,288 | $346.5K | 0.10% | +1,288 | New |
| Advisors Management Group Inc | 1,295 | $348.0K | 0.08% | −3−0.2% | Reduced |
| Alta Wealth Advisors LLC | 1,300 | $349.7K | 0.16% | +2+0.2% | Added |
| Fagan Associates, Inc. | 1,300 | $349.8K | 0.06% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $351.1K | 0.20% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $351.5K | 0.20% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,309 | $352.2K | 0.23% | −2,047−61.0% | Reduced |
| Phillips Wealth Planners LLC | 1,404 | $352.6K | 0.37% | +464+49.4% | Added |
| Heritage Financial Services, LLC | 1,311 | $352.7K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 1,311 | $352.7K | 0.12% | +83+6.8% | Added |
| Capital Advisors, Ltd. LLC | 1,311 | $353.0K | 0.05% | −6−0.5% | Reduced |
| Summit Asset Management, LLC | 1,315 | $353.8K | 0.06% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,318 | $354.0K | 0.06% | +146+12.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,316 | $354.1K | 0.12% | +139+11.8% | Added |
| Great Diamond Partners, LLC | 1,319 | $354.9K | 0.10% | +2+0.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,322 | $355.7K | 0.17% | +342+34.9% | Added |
| Sittner & Nelson, LLC | 1,325 | $356.5K | 0.15% | +1+0.1% | Added |
| Wealthstar Advisors, LLC | 1,326 | $356.9K | 0.16% | +285+27.4% | Added |
| Enclave Advisors LLC | 1,327 | $356.9K | 0.06% | −136−9.3% | Reduced |
| North Star Asset Management Inc | 1,330 | $357.8K | 0.02% | +18+1.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,332 | $358.4K | 0.06% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,334 | $358.9K | 0.14% | +1,334 | New |
| Trust Co of the South | 1,336 | $359.5K | 0.08% | +30+2.3% | Added |
| Nwam LLC | 1,336 | $359.5K | 0.03% | +118+9.7% | Added |
| WealthShield Partners, LLC | 1,339 | $360.1K | 0.05% | +556+71.0% | Added |
| Accretive Wealth Partners, LLC | 1,309 | $360.5K | 0.13% | +409+45.4% | Added |
| Oxford Financial Group Ltd | 1,345 | $361.9K | 0.03% | +73+5.7% | Added |
| Shum Financial Group, Inc. | 1,345 | $361.9K | 0.31% | +236+21.3% | Added |
| Northstar Asset Management LLC | 1,350 | $363.2K | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,350 | $363.2K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,353 | $364.0K | 0.15% | −47−3.4% | Reduced |
| Eagle Harbor Asset Management Inc | 1,356 | $364.8K | 0.37% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $364.8K | 0.03% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $365.0K | 0.16% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 1,358 | $365.2K | 0.04% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,358 | $365.4K | 0.07% | +36+2.7% | Added |
| EPG Wealth Management LLC | 1,361 | $366.3K | 0.10% | +121+9.8% | Added |
| Legacy Private Trust Co. | 1,365 | $367.3K | 0.03% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,368 | $368.1K | 0.24% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,371 | $368.9K | 0.08% | −20−1.4% | Reduced |
| Breed's Hill Capital LLC | 1,373 | $369.4K | 0.20% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,376 | $370.2K | 0.03% | −105−7.1% | Reduced |
| First Financial Bank - Trust Division | 1,377 | $370.5K | 0.04% | +5+0.4% | Added |
| Hyperion Capital Advisors LP | 1,380 | $371.3K | 0.20% | 00.0% | Unchanged |
| Willner & Heller, LLC | 1,384 | $372.3K | 0.34% | +28+2.1% | Added |
| Optas, LLC | 1,390 | $374.0K | 0.07% | +15+1.1% | Added |
| FourThought Financial Partners, LLC | 1,392 | $374.5K | 0.04% | +35+2.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,390 | $376.1K | 0.03% | −53−3.7% | Reduced |
| Hemenway Trust Co LLC | 1,400 | $376.7K | 0.03% | +1,400 | New |
| Garner Asset Management Corp | 1,402 | $377.1K | 0.17% | −19−1.3% | Reduced |
| Inscription Capital, LLC | 1,659 | $377.7K | 0.06% | +1,659 | New |
| TFR Capital, LLC. | 1,406 | $378.3K | 0.16% | +1,406 | New |
| Maia Wealth LLC | 1,482 | $378.5K | 0.09% | +90+6.5% | Added |
| Armstrong Advisory Group, Inc | 1,278 | $379.3K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,413 | $380.2K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,414 | $380.4K | 0.04% | −64−4.3% | Reduced |
| Five Oceans Advisors | 1,415 | $380.7K | 0.18% | +18+1.3% | Added |
| Merrion Investment Management Co, LLC | 1,416 | $381.0K | 0.27% | −405−22.2% | Reduced |
| Forza Wealth Management, LLC | 1,416 | $381.0K | 0.17% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,419 | $381.8K | 0.30% | +3+0.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,424 | $383.1K | 0.07% | +50+3.6% | Added |
| Consolidated Planning Corp | 1,426 | $383.7K | 0.05% | −17−1.2% | Reduced |
| Heritage Wealth Advisors | 1,426 | $383.7K | 0.02% | −4−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 1,428 | $384.1K | 0.02% | +317+28.5% | Added |
| Capital Performance Advisors LLP | 1,431 | $384.8K | 0.08% | +1,431 | New |
| Centaurus Financial, Inc. | 1,438 | $387.0K | 0.02% | −167−10.4% | Reduced |
| Patten Group, Inc. | 1,439 | $387.2K | 0.09% | +23+1.6% | Added |