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
- 2,628
- +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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Private Wealth Partners, LLC | 10,603 | $2.85M | 0.24% | −680−6.0% | Reduced |
| Penn Davis McFarland Inc | 10,580 | $2.85M | 0.34% | −22−0.2% | Reduced |
| Solidarilty Wealth, LLC | 10,575 | $2.85M | 0.70% | +10,575 | New |
| Vestcor Inc | 10,572 | $2.84M | 0.10% | +22+0.2% | Added |
| Aptus Capital Advisors, LLC | 10,495 | $2.82M | 0.03% | +952+10.0% | Added |
| St. Johns Investment Management Company, LLC | 10,483 | $2.82M | 1.39% | +59+0.6% | Added |
| QV Investors Inc. | 10,430 | $2.81M | 0.28% | −790−7.0% | Reduced |
| Insigneo Advisory Services, LLC | 10,429 | $2.81M | 0.29% | +264+2.6% | Added |
| Connable Office Inc | 10,414 | $2.80M | 0.30% | −180−1.7% | Reduced |
| Bailard, Inc. | 10,408 | $2.80M | 0.07% | +96+0.9% | Added |
| SBI Securities Co., Ltd. | 10,374 | $2.79M | 0.09% | +706+7.3% | Added |
| Icon Wealth Advisors, LLC | 10,362 | $2.79M | 0.23% | −184−1.7% | Reduced |
| Ossiam | 10,361 | $2.79M | 0.04% | −4,065−28.2% | Reduced |
| Carl P. Sherr & Co., LLC | 10,356 | $2.79M | 1.52% | +1,055+11.3% | Added |
| Sawyer & Company, Inc | 10,320 | $2.78M | 1.12% | −972−8.6% | Reduced |
| Eads & Heald Wealth Management | 10,290 | $2.77M | 1.41% | −600−5.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 10,244 | $2.76M | 0.26% | +239+2.4% | Added |
| Ashton Thomas Private Wealth, LLC | 10,240 | $2.76M | 0.11% | +417+4.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,237 | $2.75M | 0.01% | −6,443−38.6% | Reduced |
| Joel Isaacson & Co., LLC | 10,224 | $2.75M | 0.12% | +381+3.9% | Added |
| SOL Capital Management CO | 10,210 | $2.75M | 0.30% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 10,176 | $2.74M | 0.07% | +520+5.4% | Added |
| ProVise Management Group, LLC | 10,167 | $2.74M | 0.23% | −100−1.0% | Reduced |
| Hartford Funds Management Co LLC | 10,159 | $2.73M | 0.25% | +181+1.8% | Added |
| Verition Fund Management LLC | 10,139 | $2.73M | 0.02% | −9,756−49.0% | Reduced |
| Empower Advisory Group, LLC | 10,133 | $2.73M | 0.01% | +12+0.1% | Added |
| HBK Sorce Advisory LLC | 10,132 | $2.73M | 0.08% | +474+4.9% | Added |
| Wolff Wiese Magana LLC | 10,054 | $2.71M | 1.84% | +125+1.3% | Added |
| Intrinsic Value Partners, LLC | 10,047 | $2.70M | 2.67% | −672−6.3% | Reduced |
| Cunning Capital Partners, LP | 10,012 | $2.69M | 1.72% | −58−0.6% | Reduced |
| Van Strum & Towne Inc. | 9,990 | $2.69M | 0.90% | +1,750+21.2% | Added |
| Galilei Investment Office LLP | 9,974 | $2.68M | 1.45% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 9,968 | $2.68M | 1.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,955 | $2.68M | 0.04% | +1,469+17.3% | Added |
| Horizon Investments, LLC | 9,967 | $2.67M | 0.08% | +280+2.9% | Added |
| Doheny Asset Management | 9,861 | $2.65M | 2.08% | +41+0.4% | Added |
| Knuff & Co LLC | 9,844 | $2.65M | 0.89% | +27+0.3% | Added |
| Buttonwood Financial Advisors Inc. | 9,833 | $2.65M | 1.16% | −181−1.8% | Reduced |
| Plimoth Trust Co LLC | 9,824 | $2.64M | 0.69% | +378+4.0% | Added |
| MUFG Securities Americas Inc. | 9,824 | $2.64M | 0.31% | +1,608+19.6% | Added |
| Quantbot Technologies LP | 9,819 | $2.64M | 0.08% | +9,819 | New |
| Inlet Private Wealth, LLC | 9,795 | $2.64M | 0.69% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 9,773 | $2.63M | 0.82% | −20−0.2% | Reduced |
| Jennison Associates LLC | 9,752 | $2.62M | 0.00% | −5,236−34.9% | Reduced |
| Princeton Global Asset Management LLC | 9,725 | $2.62M | 0.52% | +7,456+328.6% | Added |
| TAGStone Capital, Inc. | 9,704 | $2.61M | 1.28% | +240+2.5% | Added |
| Parkside Financial Bank & Trust | 9,696 | $2.61M | 0.33% | +326+3.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 9,692 | $2.61M | 0.54% | +40+0.4% | Added |
| NTV Asset Management LLC | 9,679 | $2.60M | 0.35% | 00.0% | Unchanged |
| AIA Group Ltd | 9,600 | $2.58M | 0.06% | +9,600 | New |
| Institute for Wealth Management, LLC. | 9,599 | $2.58M | 0.33% | +268+2.9% | Added |
| Farther Finance Advisors, LLC | 9,545 | $2.58M | 0.07% | +4,244+80.1% | Added |
| Evoke Wealth, LLC | 9,558 | $2.57M | 0.07% | −61−0.6% | Reduced |
| Financial Security Advisor, Inc. | 9,525 | $2.56M | 0.65% | −38−0.4% | Reduced |
| Ritholtz Wealth Management | 9,516 | $2.56M | 0.08% | +206+2.2% | Added |
| Evergreen Capital Management LLC | 9,499 | $2.56M | 0.09% | +192+2.1% | Added |
| Parkshore Wealth Management, Inc. | 9,496 | $2.55M | 1.49% | +17+0.2% | Added |
| Fire Capital Management LLC | 9,480 | $2.55M | 1.88% | +265+2.9% | Added |
| Marble Harbor Investment Counsel, LLC | 9,461 | $2.55M | 0.29% | −100−1.0% | Reduced |
| Americana Partners, LLC | 9,456 | $2.54M | 0.10% | +258+2.8% | Added |
| Hilltop Holdings Inc. | 9,440 | $2.54M | 0.16% | −3,385−26.4% | Reduced |
| J. Safra Sarasin Holding AG | 9,430 | $2.54M | 0.05% | +13+0.1% | Added |
| Argent Advisors, Inc. | 9,403 | $2.53M | 0.85% | +1,005+12.0% | Added |
| Qtron Investments LLC | 9,352 | $2.52M | 0.38% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9,333 | $2.51M | 0.07% | +477+5.4% | Added |
| Beacon Investment Advisors LLC | 9,328 | $2.51M | 1.19% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,312 | $2.51M | 0.13% | −384−4.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,292 | $2.50M | 1.38% | −594−6.0% | Reduced |
| IHT Wealth Management, LLC | 9,281 | $2.50M | 0.08% | +3,262+54.2% | Added |
| Pettee Investors, Inc. | 9,273 | $2.49M | 1.49% | −5,433−36.9% | Reduced |
| Vivid Wealth Management, LLC | 9,218 | $2.48M | 1.24% | +364+4.1% | Added |
| Sterling Capital Management LLC | 9,211 | $2.48M | 0.04% | −780−7.8% | Reduced |
| Guardian Capital LP | 9,188 | $2.47M | 0.10% | 00.0% | Unchanged |
| Applied Capital LLC | 9,175 | $2.47M | 1.98% | −36−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,167 | $2.47M | 0.05% | +1,037+12.8% | Added |
| Anchor Investment Management, LLC | 9,153 | $2.46M | 0.23% | +127+1.4% | Added |
| Parallax Volatility Advisers, L.P. | 9,125 | $2.46M | 0.08% | −286,675−96.9% | Reduced |
| Bridgeway Capital Management, LLC | 9,100 | $2.45M | 0.06% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 9,070 | $2.44M | 0.51% | 00.0% | Unchanged |
| IFC Advisors LLC | 9,043 | $2.43M | 0.51% | −29−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,022 | $2.43M | 0.15% | +677+8.1% | Added |
| Principle Wealth Partners LLC | 9,016 | $2.43M | 0.17% | +685+8.2% | Added |
| Bigelow Investment Advisors, LLC | 9,010 | $2.42M | 1.15% | −220−2.4% | Reduced |
| Berkshire Asset Management LLC | 8,542 | $2.42M | 0.12% | +1,097+14.7% | Added |
| Bank Ozk | 8,964 | $2.41M | 1.00% | +1,521+20.4% | Added |
| Signature Wealth Management Group | 8,902 | $2.39M | 0.93% | −85−0.9% | Reduced |
| Northern Financial Advisors Inc | 8,877 | $2.39M | 1.97% | −20−0.2% | Reduced |
| JPB Foundation | 8,851 | $2.38M | 0.31% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 8,832 | $2.38M | 0.80% | −2,327−20.9% | Reduced |
| Northstar Advisory Group, LLC | 8,805 | $2.37M | 1.55% | −1,527−14.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,787 | $2.36M | 0.07% | +1,199+15.8% | Added |
| Private Wealth Asset Management, LLC | 8,783 | $2.36M | 0.34% | +8,783 | New |
| Ascent Group, LLC | 8,780 | $2.36M | 0.10% | +1,720+24.4% | Added |
| Vista Wealth Management Group, LLC | 8,780 | $2.36M | 0.15% | +63+0.7% | Added |
| Trustco Bank Corp N Y | 8,759 | $2.36M | 2.55% | −195−2.2% | Reduced |
| Bank of New Hampshire | 8,728 | $2.35M | 0.61% | −200−2.2% | Reduced |
| Mindset Wealth Management, LLC | 8,725 | $2.35M | 0.91% | −12−0.1% | Reduced |
| Fiduciary Family Office, LLC | 8,665 | $2.33M | 0.78% | +8,665 | New |
| Beaumont Financial Advisors, LLC | 8,632 | $2.32M | 0.18% | +28+0.3% | Added |
| Walter & Keenan Financial Consulting Co | 8,632 | $2.32M | 0.70% | +31+0.4% | Added |