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
- 958 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 |
|---|---|---|---|---|---|
| EFG Asset Management (North America) Corp. | 8,622 | $2.32M | 0.39% | −1,328−13.3% | Reduced |
| Ingalls & Snyder LLC | 8,607 | $2.32M | 0.08% | 00.0% | Unchanged |
| GFG Capital, LLC | 8,602 | $2.31M | 0.71% | −1,805−17.3% | Reduced |
| Buckingham Strategic Partners | 8,588 | $2.31M | 0.04% | +828+10.7% | Added |
| Wilkins Investment Counsel Inc | 8,532 | $2.30M | 0.33% | −310−3.5% | Reduced |
| Tealwood Asset Management Inc | 8,525 | $2.29M | 1.06% | +8,525 | New |
| Eqis Capital Management, Inc. | 8,457 | $2.28M | 0.19% | −337−3.8% | Reduced |
| Hardy Reed LLC | 8,430 | $2.27M | 0.20% | +20.0% | Added |
| Howard Capital Management Group, LLC | 8,426 | $2.27M | 0.18% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 8,402 | $2.26M | 0.08% | +1,921+29.6% | Added |
| Prosperity Consulting Group, LLC | 8,387 | $2.26M | 0.17% | +9+0.1% | Added |
| Sawgrass Asset Management LLC | 8,373 | $2.25M | 0.28% | −1,122−11.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,360 | $2.25M | 0.05% | +1,102+15.2% | Added |
| Agf Management Ltd | 8,356 | $2.25M | 0.01% | −263−3.1% | Reduced |
| FineMark National Bank & Trust | 8,344 | $2.24M | 0.08% | −467−5.3% | Reduced |
| New England Asset Management Inc | 8,340 | $2.24M | 0.36% | −3,540−29.8% | Reduced |
| Bank of Stockton | 8,309 | $2.24M | 0.71% | −450−5.1% | Reduced |
| Sowell Financial Services LLC | 8,285 | $2.23M | 0.10% | +8,285 | New |
| Signet Investment Advisory Group, Inc. | 8,280 | $2.23M | 1.12% | +106+1.3% | Added |
| Berkshire Bank | 8,259 | $2.22M | 0.54% | −145−1.7% | Reduced |
| Woodmont Investment Counsel LLC | 8,253 | $2.22M | 0.16% | −15−0.2% | Reduced |
| Spears Abacus Advisors LLC | 8,244 | $2.22M | 0.05% | +21+0.3% | Added |
| SOA Wealth Advisors, LLC. | 8,227 | $2.21M | 0.46% | +80+1.0% | Added |
| Geneos Wealth Management Inc. | 8,205 | $2.21M | 0.07% | +2,003+32.3% | Added |
| Accent Capital Management, LLC | 8,194 | $2.20M | 1.28% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 8,180 | $2.20M | 1.11% | −299−3.5% | Reduced |
| Natural Investments, LLC | 8,158 | $2.19M | 0.62% | +147+1.8% | Added |
| Pinnacle Holdings, LLC | 8,135 | $2.19M | 0.83% | −381−4.5% | Reduced |
| Bridgewater Advisors Inc. | 8,182 | $2.18M | 0.19% | +8,182 | New |
| IFG Advisory, LLC | 8,114 | $2.18M | 0.12% | −321−3.8% | Reduced |
| Western Wealth Management, LLC | 8,068 | $2.17M | 0.14% | −1,177−12.7% | Reduced |
| Fulton Bank, N.A. | 8,068 | $2.17M | 0.09% | −830−9.3% | Reduced |
| Jefferies Financial Group Inc. | 8,063 | $2.17M | 0.04% | +6,301+357.6% | Added |
| GAMMA Investing LLC | 8,039 | $2.16M | 0.16% | +238+3.1% | Added |
| RMR Wealth Builders | 8,015 | $2.16M | 0.23% | +349+4.6% | Added |
| Dover Advisors, LLC | 8,006 | $2.15M | 0.94% | +636+8.6% | Added |
| Rothschild Investment LLC | 7,896 | $2.12M | 0.14% | −642−7.5% | Reduced |
| AlTi Global, Inc. | 7,887 | $2.12M | 0.06% | −682−8.0% | Reduced |
| Spire Wealth Management | 7,815 | $2.10M | 0.07% | +4,254+119.5% | Added |
| Osborne Partners Capital Management, LLC | 7,808 | $2.10M | 0.12% | −30−0.4% | Reduced |
| Citizens National Bank Trust Department | 7,805 | $2.10M | 0.45% | +172+2.3% | Added |
| NBZ Investment Advisors LLC | 7,762 | $2.09M | 1.21% | +2,403+44.8% | Added |
| Burke & Herbert Bank & Trust Co | 7,737 | $2.08M | 0.50% | 00.0% | Unchanged |
| Holderness Investments Co | 7,734 | $2.08M | 0.49% | −16−0.2% | Reduced |
| Taylor Frigon Capital Management LLC | 7,713 | $2.08M | 1.24% | +15+0.2% | Added |
| SageView Advisory Group, LLC | 7,646 | $2.06M | 0.09% | −950−11.1% | Reduced |
| RB Capital Management, LLC | 7,636 | $2.05M | 0.50% | +845+12.4% | Added |
| Pitcairn Co | 7,632 | $2.05M | 0.12% | −30.0% | Reduced |
| Red Cedar Investment Management, LLC | 7,628 | $2.05M | 0.28% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 7,558 | $2.03M | 1.47% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 7,548 | $2.03M | 0.03% | −288−3.7% | Reduced |
| Harold Davidson & Associates Inc. | 7,528 | $2.03M | 1.11% | +124+1.7% | Added |
| Oldfather Financial Services, LLC | 7,517 | $2.02M | 0.77% | +20.0% | Added |
| Arjuna Capital | 7,513 | $2.02M | 0.56% | −8,878−54.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,503 | $2.02M | 0.40% | −18−0.2% | Reduced |
| Western Financial Corp | 7,486 | $2.01M | 1.17% | +1,156+18.3% | Added |
| First National Trust Co | 7,465 | $2.01M | 0.08% | −1,120−13.0% | Reduced |
| Jackson Wealth Management, LLC | 7,457 | $2.01M | 0.24% | −1,718−18.7% | Reduced |
| Veracity Capital LLC | 7,417 | $2.00M | 0.78% | +4+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 7,409 | $1.99M | 0.95% | −10−0.1% | Reduced |
| Sciencast Management LP | 7,405 | $1.99M | 0.46% | −2,847−27.8% | Reduced |
| Stock Yards Bank & Trust Co | 7,401 | $1.99M | 0.07% | −385−4.9% | Reduced |
| Nixon Peabody Trust Co | 7,344 | $1.98M | 0.17% | −92−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 7,334 | $1.97M | 0.03% | +869+13.4% | Added |
| ISAM Funds (UK) Ltd | 7,323 | $1.97M | 0.97% | +7,323 | New |
| Smartleaf Asset Management LLC | 7,402 | $1.97M | 0.19% | +246+3.4% | Added |
| Boltwood Capital Management | 7,298 | $1.96M | 0.60% | −45−0.6% | Reduced |
| Birinyi Associates Inc | 7,295 | $1.96M | 0.63% | +45+0.6% | Added |
| Palisade Asset Management, LLC | 7,295 | $1.96M | 0.20% | −232−3.1% | Reduced |
| Gateway Investment Advisers LLC | 7,294 | $1.96M | 0.02% | +38+0.5% | Added |
| Excalibur Management Corp | 7,210 | $1.94M | 0.76% | −144−2.0% | Reduced |
| Intellectus Partners, LLC | 7,185 | $1.93M | 0.48% | −125−1.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 7,156 | $1.93M | 0.48% | −74−1.0% | Reduced |
| Groupama Asset Managment | 7,245 | $1.92M | 0.04% | −99−1.3% | Reduced |
| Townsend & Associates, Inc | 7,895 | $1.91M | 0.20% | −4,829−38.0% | Reduced |
| Auxier Asset Management | 7,093 | $1.91M | 0.28% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 7,077 | $1.90M | 0.08% | −126−1.7% | Reduced |
| Everett Harris & Co | 7,057 | $1.90M | 0.02% | −36−0.5% | Reduced |
| Flputnam Investment Management Co | 7,057 | $1.90M | 0.04% | −78−1.1% | Reduced |
| Scientech Research LLC | 7,027 | $1.89M | 0.50% | +7,027 | New |
| NBC Securities, Inc. | 7,017 | $1.89M | 0.16% | +7,011+116,850.0% | Added |
| Level Four Advisory Services, LLC | 7,000 | $1.88M | 0.08% | −776−10.0% | Reduced |
| Confluence Wealth Services, Inc. | 7,213 | $1.88M | 0.12% | +2,601+56.4% | Added |
| Centiva Capital, LP | 6,965 | $1.87M | 0.11% | +4,955+246.5% | Added |
| Quantitative Investment Management, LLC | 6,957 | $1.87M | 0.17% | +6,120+731.2% | Added |
| Dynasty Wealth Management, LLC | 6,942 | $1.87M | 0.03% | +113+1.7% | Added |
| Associated Banc-Corp | 6,926 | $1.86M | 0.06% | −196−2.8% | Reduced |
| Crestwood Advisors Group LLC | 6,869 | $1.85M | 0.04% | +702+11.4% | Added |
| Nicholas Hoffman & Company, LLC. | 6,857 | $1.84M | 0.07% | −532−7.2% | Reduced |
| Inkwell Capital LLC | 6,851 | $1.84M | 2.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,850 | $1.84M | 0.08% | +6,850 | New |
| Thoroughbred Financial Services, LLC | 6,830 | $1.84M | 0.11% | −538−7.3% | Reduced |
| Beacon Financial Group | 6,767 | $1.82M | 0.20% | −25−0.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,709 | $1.80M | 0.89% | −175−2.5% | Reduced |
| Baldwin Investment Management, LLC | 6,687 | $1.80M | 0.22% | +2,050+44.2% | Added |
| Center for Financial Planning, Inc. | 6,664 | $1.79M | 0.23% | −96−1.4% | Reduced |
| Forum Financial Management, LP | 6,648 | $1.79M | 0.03% | +26+0.4% | Added |
| VestGen Advisors, LLC | 6,615 | $1.78M | 0.08% | +6,615 | New |
| Pensionmark Financial Group, LLC | 6,615 | $1.78M | 0.05% | +558+9.2% | Added |