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 |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 1,649 | $443.7K | 0.17% | +5+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,649 | $443.8K | 0.06% | −598−26.6% | Reduced |
| Dearborn Partners LLC | 1,651 | $444.2K | 0.02% | −10−0.6% | Reduced |
| Oxbow Advisors, LLC | 1,653 | $444.7K | 0.05% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,654 | $445.0K | 0.33% | +9+0.5% | Added |
| Hemington Wealth Management | 1,661 | $446.0K | 0.07% | +38+2.3% | Added |
| Petros Family Wealth, LLC | 1,661 | $446.9K | 0.50% | +108+7.0% | Added |
| Accel Wealth Management | 1,662 | $447.3K | 0.16% | +27+1.7% | Added |
| Exencial Wealth Advisors, LLC | 1,664 | $447.6K | 0.02% | +110+7.1% | Added |
| Apexium Financial, LP | 1,664 | $447.7K | 0.03% | −604−26.6% | Reduced |
| 1858 Wealth Management, LLC | 1,673 | $450.1K | 0.38% | −823−33.0% | Reduced |
| City Holding Co | 1,674 | $450.4K | 0.06% | +78+4.9% | Added |
| Heritage Investment Group, Inc. | 1,681 | $452.3K | 0.09% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,683 | $452.8K | 0.07% | 00.0% | Unchanged |
| Schubert & Co | 1,684 | $453.1K | 0.31% | +30+1.8% | Added |
| Wimmer Associates 1, LLC | 1,500 | $453.4K | 0.24% | 00.0% | Unchanged |
| Severin Investments, LLC | 1,686 | $453.6K | 0.45% | −28−1.6% | Reduced |
| Smith, Moore & Co. | 1,687 | $453.8K | 0.04% | −258−13.3% | Reduced |
| Harbour Trust & Investment Management Co | 1,687 | $453.9K | 0.05% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,687 | $454.0K | 0.03% | −29−1.7% | Reduced |
| Burney Co | 1,689 | $454.4K | 0.02% | +13+0.8% | Added |
| Motco | 1,692 | $455.2K | 0.05% | +167+11.0% | Added |
| NFP Retirement, Inc. | 1,695 | $456.0K | 0.04% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,699 | $457.1K | 0.07% | −50−2.9% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $457.4K | 0.01% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,706 | $459.0K | 0.70% | −1,459−46.1% | Reduced |
| Advus Financial Partners, LLC | 1,711 | $460.3K | 0.13% | +44+2.6% | Added |
| Fountainhead AM, LLC | 1,715 | $461.4K | 0.08% | +137+8.7% | Added |
| Sentinus, LLC | 1,728 | $465.0K | 0.13% | +38+2.2% | Added |
| XTX Topco Ltd | 1,730 | $465.5K | 0.02% | +1,730 | New |
| Barton Investment Management | 1,735 | $466.8K | 0.06% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,738 | $467.6K | 0.10% | +1+0.1% | Added |
| Kozak & Associates, Inc. | 1,834 | $468.4K | 0.12% | +2+0.1% | Added |
| Worth Financial Advisory Group, LLC | 1,748 | $470.4K | 0.30% | +101+6.1% | Added |
| Integrated Advisors Network LLC | 1,756 | $472.4K | 0.02% | −80−4.4% | Reduced |
| Navellier & Associates Inc | 1,700 | $472.7K | 0.07% | −1,626−48.9% | Reduced |
| Wrapmanager Inc | 1,759 | $473.5K | 0.12% | +1,759 | New |
| Bullock Wealth Management Group | 1,751 | $473.6K | 0.26% | +1+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 1,761 | $473.8K | 0.06% | −417−19.1% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,769 | $475.9K | 0.13% | +1,769 | New |
| Stonegate Investment Group, LLC | 1,770 | $476.1K | 0.01% | −67−3.6% | Reduced |
| Arcataur Capital Management LLC | 1,770 | $476.2K | 0.16% | −170−8.8% | Reduced |
| Callan Capital, LLC | 1,770 | $476.2K | 0.04% | +305+20.8% | Added |
| Wealthquest Corp | 1,772 | $476.8K | 0.04% | +4+0.2% | Added |
| Thompson Investment Management, Inc. | 1,781 | $479.2K | 0.07% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 1,783 | $479.7K | 0.39% | +1,783 | New |
| RNC Capital Management LLC | 1,789 | $481.3K | 0.02% | −3,142−63.7% | Reduced |
| Allred Capital Management, LLC | 1,789 | $481.5K | 0.19% | +1+0.1% | Added |
| Tennessee Valley Asset Management Partners | 1,793 | $482.3K | 0.08% | +12+0.7% | Added |
| Cromwell Holdings LLC | 1,793 | $482.4K | 0.31% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,796 | $483.2K | 0.18% | −22−1.2% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,798 | $483.8K | 0.11% | +1+0.1% | Added |
| Board of the Pension Protection Fund | 1,800 | $484.3K | 0.55% | −1,800−50.0% | Reduced |
| Flagship Private Wealth, LLC | 1,805 | $485.8K | 0.23% | −301−14.3% | Reduced |
| Custom Index Systems, LLC | 1,810 | $487.0K | 0.25% | −824−31.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,822 | $490.3K | 0.01% | −97−5.1% | Reduced |
| Values First Advisors, Inc. | 1,826 | $490.4K | 0.29% | +619+51.3% | Added |
| Blue Fin Capital, Inc. | 1,824 | $490.7K | 0.10% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,825 | $491.0K | 0.32% | −106−5.5% | Reduced |
| Missouri Trust & Investment Co | 1,828 | $491.8K | 0.17% | −32−1.7% | Reduced |
| Peachtree Investment Partners, LLC | 1,829 | $492.2K | 0.19% | +600+48.8% | Added |
| Heritage Wealth Management, Inc. | 1,834 | $493.4K | 0.17% | +465+34.0% | Added |
| Liberty Wealth Management LLC | 1,839 | $494.7K | 0.09% | −26−1.4% | Reduced |
| Whitener Capital Management, Inc. | 1,845 | $496.4K | 0.14% | −95−4.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,855 | $499.1K | 0.10% | +112+6.4% | Added |
| Sage Private Wealth Group, LLC | 1,858 | $500.2K | 0.38% | +9+0.5% | Added |
| Annex Advisory Services, LLC | 1,860 | $500.4K | 0.01% | +310+20.0% | Added |
| Advisory Alpha, LLC | 1,860 | $500.5K | 0.02% | +253+15.7% | Added |
| Brookwood Investment Group LLC | 1,864 | $501.4K | 0.09% | +1,864 | New |
| Keystone Financial Group | 1,870 | $503.1K | 0.05% | +17+0.9% | Added |
| Sterling Investment Advisors, Ltd. | 1,872 | $503.6K | 0.12% | +253+15.6% | Added |
| Ridgecrest Wealth Partners, LLC | 1,873 | $503.9K | 0.26% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,876 | $504.7K | 0.23% | +116+6.6% | Added |
| Howe & Rusling Inc | 1,877 | $505.0K | 0.04% | +43+2.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,884 | $506.9K | 0.06% | +250+15.3% | Added |
| Kathmere Capital Management, LLC | 1,886 | $507.4K | 0.04% | +95+5.3% | Added |
| Gryphon Financial Partners LLC | 1,888 | $508.0K | 0.07% | +738+64.2% | Added |
| Prairieview Wealth Partners, LLC | 1,889 | $508.2K | 0.62% | +71+3.9% | Added |
| R Squared Ltd | 1,890 | $508.5K | 0.54% | +1,890 | New |
| Trustmark National Bank Trust Department | 1,893 | $509.3K | 0.04% | +25+1.3% | Added |
| Optima Capital LLC | 1,897 | $510.4K | 0.33% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $511.0K | 0.29% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 1,900 | $511.2K | 0.23% | −510−21.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,902 | $511.7K | 0.05% | −86−4.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,909 | $513.5K | 0.47% | −1,925−50.2% | Reduced |
| Rossmore Private Capital | 1,910 | $513.8K | 0.06% | −194−9.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,910 | $514.4K | 0.35% | −184−8.8% | Reduced |
| LGT Fund Management Co Ltd. | 1,920 | $516.6K | 0.05% | −1,931−50.1% | Reduced |
| Keudell/Morrison Wealth Management | 1,927 | $518.5K | 0.12% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,930 | $519.0K | 0.08% | −845−30.5% | Reduced |
| IPG Investment Advisors LLC | 1,930 | $519.3K | 0.12% | +1,000+107.5% | Added |
| Independent Family Office, LLC | 1,932 | $519.8K | 0.27% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,933 | $520.1K | 0.02% | +22+1.2% | Added |
| Zions Bancorporation, National Association | 1,943 | $522.8K | 0.03% | +1,943 | New |
| Harvest Fund Management Co., Ltd | 1,944 | $523.0K | 0.03% | −9,672−83.3% | Reduced |
| Davidson Trust Co | 1,959 | $527.1K | 0.25% | +310+18.8% | Added |
| Davis Investment Partners, LLC | 2,065 | $527.4K | 0.23% | −5,741−73.5% | Reduced |
| Blume Capital Management, Inc. | 1,963 | $528.1K | 0.12% | −86−4.2% | Reduced |
| Sax Wealth Advisors, LLC | 1,976 | $531.6K | 0.04% | +70+3.7% | Added |
| Allen Investment Management LLC | 1,976 | $531.6K | 0.01% | 00.0% | Unchanged |