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 |
|---|---|---|---|---|---|
| Financial Advisors, LLC | 1,440 | $387.4K | 0.08% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 1,440 | $387.5K | 0.06% | −946−39.6% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $388.0K | 0.14% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,443 | $388.2K | 0.05% | +335+30.2% | Added |
| Austin Wealth Management, LLC | 1,453 | $388.4K | 0.08% | +79+5.7% | Added |
| True North Advisors, LLC | 1,448 | $389.6K | 0.07% | +155+12.0% | Added |
| E Fund Management Co., Ltd. | 1,449 | $389.9K | 0.02% | +71+5.2% | Added |
| HHM Wealth Advisors, LLC | 1,453 | $390.9K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,453 | $391.0K | 0.17% | +25+1.8% | Added |
| Cary Street Partner Investment Advisory LLC | 1,454 | $391.2K | 0.23% | +127+9.6% | Added |
| James J. Burns & Company, LLC | 1,455 | $391.4K | 0.07% | 00.0% | Unchanged |
| First National Corp | 1,456 | $391.7K | 0.09% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,460 | $392.7K | 0.09% | −35−2.3% | Reduced |
| Crew Capital Management, Ltd. | 1,460 | $392.8K | 0.32% | +15+1.0% | Added |
| Birchcreek Wealth Management, LLC | 1,465 | $394.1K | 0.25% | −105−6.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,468 | $394.9K | 0.09% | +696+90.2% | Added |
| First Business Financial Services, Inc. | 1,468 | $395.0K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,473 | $396.2K | 0.01% | −119−7.5% | Reduced |
| Sonora Investment Management Group, LLC | 1,476 | $397.0K | 0.03% | +613+71.0% | Added |
| Aire Advisors, LLC | 1,480 | $398.2K | 0.08% | −127−7.9% | Reduced |
| Delta Asset Management LLC | 1,481 | $398.5K | 0.04% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,482 | $398.7K | 0.09% | +62+4.4% | Added |
| Fragasso Group Inc. | 1,484 | $399.4K | 0.03% | +28+1.9% | Added |
| Waldron Private Wealth LLC | 1,486 | $399.8K | 0.02% | −4,198−73.9% | Reduced |
| Walker Asset Management, LLC | 1,495 | $402.2K | 0.24% | +3+0.2% | Added |
| Onefund, LLC | 1,498 | $403.0K | 0.41% | +6+0.4% | Added |
| Holowesko Partners Ltd. | 1,500 | $403.6K | 0.15% | −900−37.5% | Reduced |
| Bramshill Investments, LLC | 1,500 | $403.6K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,500 | $403.6K | 0.05% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $403.6K | 0.04% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,500 | $403.6K | 0.30% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 1,500 | $403.6K | 0.08% | +1,500 | New |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $403.7K | 0.01% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,500 | $404.0K | 0.06% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,503 | $404.0K | 0.03% | +1,503 | New |
| Claret Asset Management Corp | 1,504 | $405.0K | 0.06% | +1,504 | New |
| Northwest Bancshares, Inc. | 1,509 | $406.0K | 0.07% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,517 | $408.0K | 0.04% | −4,882−76.3% | Reduced |
| LCNB Corp | 1,522 | $409.5K | 0.15% | −58−3.7% | Reduced |
| MV Capital Management, Inc. | 1,522 | $409.5K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 1,524 | $410.0K | 0.09% | −170−10.0% | Reduced |
| Boit C F David | 1,525 | $410.3K | 0.21% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,525 | $410.3K | 0.30% | +245+19.1% | Added |
| Cinctive Capital Management LP | 1,525 | $410.3K | 0.03% | +1,525 | New |
| Fort Washington Investment Advisors Inc | 1,526 | $410.6K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,528 | $411.1K | 0.25% | +488+46.9% | Added |
| Windsor Capital Management, LLC | 1,529 | $411.3K | 0.13% | −97−6.0% | Reduced |
| Davis R M Inc | 1,532 | $412.2K | 0.01% | +800+109.3% | Added |
| Centric Wealth Management | 1,534 | $412.6K | 0.11% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,538 | $413.8K | 0.19% | +88+6.1% | Added |
| 626 Financial, LLC | 1,542 | $414.8K | 0.21% | +1+0.1% | Added |
| Nautilus Advisors LLC | 1,544 | $415.3K | 0.34% | +91+6.3% | Added |
| First National Bank | 1,547 | $416.2K | 0.27% | −102−6.2% | Reduced |
| N.E.W. Advisory Services LLC | 1,551 | $417.3K | 0.03% | +674+76.9% | Added |
| Toth Financial Advisory Corp | 1,552 | $417.5K | 0.05% | −321−17.1% | Reduced |
| Silver Oak Securities, Inc | 1,574 | $417.7K | 0.04% | +150+10.5% | Added |
| North Capital, Inc. | 1,557 | $418.9K | 0.40% | +1,557 | New |
| Shulman DeMeo Asset Management LLC | 1,559 | $419.5K | 0.12% | +5+0.3% | Added |
| Fidelity D & D Bancorp Inc | 1,560 | $419.7K | 0.28% | 00.0% | Unchanged |
| Alteri Wealth LLC | 1,568 | $421.9K | 0.19% | −650−29.3% | Reduced |
| Monterey Private Wealth, Inc. | 1,570 | $422.3K | 0.12% | +2+0.1% | Added |
| Agate Pass Investment Management, LLC | 1,570 | $422.4K | 0.18% | −150−8.7% | Reduced |
| Y.D. More Investments Ltd | 1,576 | $423.8K | 0.04% | +28+1.8% | Added |
| Legacy Financial Strategies, LLC | 1,576 | $424.0K | 0.09% | −67−4.1% | Reduced |
| Fairfield, Bush & Co. | 1,580 | $425.1K | 0.27% | +150+10.5% | Added |
| Jaffetilchin Investment Partners, LLC | 1,581 | $425.4K | 0.03% | +283+21.8% | Added |
| Rebalance, LLC | 1,585 | $426.4K | 0.03% | −191−10.8% | Reduced |
| Kelman-Lazarov, Inc. | 1,585 | $426.4K | 0.08% | +9+0.6% | Added |
| KFA Private Wealth Group, LLC | 1,589 | $427.5K | 0.15% | +5+0.3% | Added |
| JFS Wealth Advisors, LLC | 1,592 | $428.2K | 0.03% | +149+10.3% | Added |
| Clarendon Private LLC | 1,593 | $428.6K | 0.45% | −552−25.7% | Reduced |
| David Loasby | 1,737 | $428.9K | 0.04% | −6−0.3% | Reduced |
| Tyche Wealth Partners LLC | 1,596 | $429.4K | 0.09% | +251+18.7% | Added |
| XML Financial, LLC | 1,598 | $429.9K | 0.04% | −150−8.6% | Reduced |
| Aveo Capital Partners, LLC | 1,557 | $430.1K | 0.07% | −142−8.4% | Reduced |
| Trilogy Capital Inc. | 1,603 | $431.3K | 0.02% | −40−2.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,603 | $431.3K | 0.08% | −1,600−50.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,607 | $432.4K | 0.15% | +2+0.1% | Added |
| MEMBERS Trust Co | 1,611 | $433.4K | 0.02% | −267−14.2% | Reduced |
| Sovereign Financial Group, Inc. | 1,611 | $433.4K | 0.10% | +3+0.2% | Added |
| Ancora Advisors, LLC | 1,612 | $433.6K | 0.01% | +200+14.2% | Added |
| Impact Capital Partners LLC | 1,612 | $433.7K | 0.16% | −31−1.9% | Reduced |
| RiverFront Investment Group, LLC | 1,612 | $433.7K | 0.01% | +161+11.1% | Added |
| Peterson Wealth Services | 1,613 | $434.0K | 0.13% | +1+0.1% | Added |
| Atlantic Trust, LLC | 1,614 | $434.2K | 0.10% | −130−7.5% | Reduced |
| Rockbridge Investment Management, LCC | 1,615 | $434.5K | 0.05% | +25+1.6% | Added |
| Union Bancaire Privee, UBP SA | 1,603 | $435.1K | 0.01% | −1,173−42.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,620 | $435.9K | 0.06% | +40+2.5% | Added |
| Copley Financial Group, Inc. | 1,624 | $436.9K | 0.33% | −47−2.8% | Reduced |
| Amplius Wealth Advisors, LLC | 1,630 | $438.6K | 0.05% | +3+0.2% | Added |
| Richard W. Paul & Associates, LLC | 1,631 | $438.9K | 0.17% | −20−1.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,631 | $438.9K | 0.30% | −120−6.9% | Reduced |
| MBL Wealth, LLC | 1,634 | $439.6K | 0.04% | +34+2.1% | Added |
| Brown Miller Wealth Management, LLC | 1,640 | $441.2K | 0.15% | +820+100.0% | Added |
| Brown Financial Advisors | 1,641 | $441.5K | 0.18% | +58+3.7% | Added |
| Acorn Wealth Advisors, LLC | 1,644 | $442.2K | 0.18% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,645 | $442.7K | 0.03% | −200−10.8% | Reduced |
| Northeast Financial Consultants Inc | 1,646 | $442.9K | 0.02% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,915 | $443.1K | 0.20% | −110−5.4% | Reduced |
| Retirement Planning Group | 1,648 | $443.3K | 0.02% | +237+16.8% | Added |