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 |
|---|---|---|---|---|---|
| Huntleigh Advisors, Inc. | 6,605 | $1.78M | 0.30% | +93+1.4% | Added |
| Eagle Capital Management, LLC | 6,552 | $1.76M | 0.78% | +6,552 | New |
| Aurora Private Wealth, Inc. | 6,542 | $1.76M | 1.41% | −171−2.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,541 | $1.76M | 0.09% | −84−1.3% | Reduced |
| Lee Danner & Bass Inc | 6,537 | $1.76M | 0.14% | 00.0% | Unchanged |
| McAdam, LLC | 6,534 | $1.76M | 0.11% | −21−0.3% | Reduced |
| Hall Capital Management Co Inc | 6,529 | $1.76M | 0.81% | +1,652+33.9% | Added |
| Ferguson Wellman Capital Management, Inc | 6,526 | $1.76M | 0.03% | +997+18.0% | Added |
| Private Trust Co NA | 6,522 | $1.75M | 0.18% | −112−1.7% | Reduced |
| BancorpSouth Bank | 6,515 | $1.75M | 0.13% | −90−1.4% | Reduced |
| Balboa Wealth Partners | 6,513 | $1.75M | 0.42% | +820+14.4% | Added |
| Piscataqua Savings Bank | 6,509 | $1.75M | 1.55% | −304−4.5% | Reduced |
| Mutual Advisors, LLC | 6,605 | $1.75M | 0.05% | −1,654−20.0% | Reduced |
| 3Chopt Investment Partners, LLC | 6,491 | $1.75M | 0.46% | +6,491 | New |
| Csenge Advisory Group | 6,939 | $1.74M | 0.10% | −879−11.2% | Reduced |
| Delta Financial Group, Inc. | 6,272 | $1.74M | 0.40% | +1,847+41.7% | Added |
| Optiver Holding B.V. | 6,456 | $1.74M | 0.07% | −627−8.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 6,436 | $1.73M | 1.15% | +6,436 | New |
| PFG Investments, LLC | 6,428 | $1.73M | 0.11% | +749+13.2% | Added |
| Trust Asset Management LLC | 6,422 | $1.73M | 0.14% | −485−7.0% | Reduced |
| Daymark Wealth Partners, LLC | 6,418 | $1.73M | 0.07% | −94,974−93.7% | Reduced |
| S&CO Inc | 6,386 | $1.72M | 0.12% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,370 | $1.71M | 0.56% | +30.0% | Added |
| Legacy Edge Advisors, LLC | 6,343 | $1.71M | 0.27% | +362+6.1% | Added |
| Checchi Capital Advisers, LLC | 6,310 | $1.70M | 0.12% | −346−5.2% | Reduced |
| OneAscent Financial Services LLC | 6,290 | $1.69M | 0.11% | +3,713+144.1% | Added |
| Blue Zone Wealth Advisors, LLC | 6,287 | $1.69M | 0.47% | −795−11.2% | Reduced |
| Stablepoint Partners, LLC | 6,244 | $1.68M | 0.30% | −747−10.7% | Reduced |
| Avestar Capital, LLC | 6,243 | $1.68M | 0.16% | +909+17.0% | Added |
| Capital International Sarl | 6,227 | $1.68M | 0.04% | +2,554+69.5% | Added |
| Alps Advisors Inc | 6,223 | $1.67M | 0.01% | −676−9.8% | Reduced |
| Abundance Wealth Counselors | 6,213 | $1.67M | 0.35% | +74+1.2% | Added |
| WSFS Capital Management, LLC | 6,157 | $1.66M | 0.10% | −7−0.1% | Reduced |
| Busey Wealth Management | 6,157 | $1.66M | 0.06% | +28+0.5% | Added |
| Grove Bank & Trust | 6,146 | $1.65M | 0.22% | +653+11.9% | Added |
| Diligent Investors, LLC | 6,119 | $1.65M | 0.40% | −78−1.3% | Reduced |
| MainStreet Investment Advisors LLC | 6,104 | $1.64M | 0.24% | +207+3.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,104 | $1.64M | 0.09% | −290−4.5% | Reduced |
| Mather Group, LLC. | 6,072 | $1.63M | 0.02% | +473+8.4% | Added |
| Chesapeake Wealth Management | 6,037 | $1.62M | 0.58% | −235−3.7% | Reduced |
| Weil Company, Inc. | 6,035 | $1.62M | 0.48% | 00.0% | Unchanged |
| B&L Asset Management LLC | 6,026 | $1.62M | 1.06% | +31+0.5% | Added |
| First Citizens Bank & Trust Co | 6,019 | $1.62M | 0.04% | +143+2.4% | Added |
| Lakeshore Capital Group, Inc. | 6,015 | $1.62M | 1.56% | +171+2.9% | Added |
| Fielder Capital Group LLC | 6,015 | $1.62M | 0.47% | −4−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 5,967 | $1.61M | 0.13% | +6+0.1% | Added |
| Washington Trust Advisors, Inc. | 5,957 | $1.60M | 0.14% | −254−4.1% | Reduced |
| Ransom Advisory, Ltd | 5,946 | $1.60M | 0.79% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 5,928 | $1.59M | 0.18% | −16−0.3% | Reduced |
| GeoWealth Management, LLC | 5,914 | $1.59M | 0.06% | −1,535−20.6% | Reduced |
| Old National Bancorp | 5,912 | $1.59M | 0.04% | −207−3.4% | Reduced |
| Syon Capital LLC | 5,894 | $1.59M | 0.13% | +500+9.3% | Added |
| Insight Advisors, LLC | 5,882 | $1.58M | 0.28% | −126−2.1% | Reduced |
| Leavell Investment Management, Inc. | 5,865 | $1.58M | 0.08% | −78−1.3% | Reduced |
| Highline Wealth Partners LLC | 5,849 | $1.57M | 0.53% | +10.0% | Added |
| Financial Counselors Inc | 5,827 | $1.57M | 0.02% | −182−3.0% | Reduced |
| Advisor OS, LLC | 5,808 | $1.56M | 0.18% | +485+9.1% | Added |
| Highview Capital Management LLC | 5,776 | $1.55M | 0.65% | +284+5.2% | Added |
| Conning Inc. | 5,759 | $1.55M | 0.05% | +1,541+36.5% | Added |
| Community Bank, N.A. | 5,737 | $1.54M | 0.21% | −175−3.0% | Reduced |
| Manchester Capital Management LLC | 5,722 | $1.54M | 0.19% | +164+3.0% | Added |
| Canopy Partners, LLC | 5,673 | $1.53M | 0.59% | +617+12.2% | Added |
| Transatlantique Private Wealth LLC | 5,672 | $1.53M | 0.61% | +139+2.5% | Added |
| Blodgett Wealth Advisors, LLC | 5,659 | $1.52M | 1.30% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 5,650 | $1.52M | 0.22% | +1,283+29.4% | Added |
| Greenwood Gearhart Inc | 5,639 | $1.52M | 0.10% | −360−6.0% | Reduced |
| Capital Analysts, LLC | 5,637 | $1.52M | 0.06% | −29−0.5% | Reduced |
| Rockland Trust Co | 5,633 | $1.52M | 0.08% | −1,227−17.9% | Reduced |
| Invst, LLC | 5,617 | $1.51M | 0.21% | −3,433−37.9% | Reduced |
| Hohimer Wealth Management, LLC | 5,607 | $1.51M | 0.29% | −222−3.8% | Reduced |
| Argus Investors' Counsel, Inc. | 5,604 | $1.51M | 1.15% | −1,118−16.6% | Reduced |
| Cigna Investments Inc | 5,589 | $1.50M | 0.28% | −188−3.3% | Reduced |
| Stonebrook Private Inc. | 5,568 | $1.50M | 0.39% | +55+1.0% | Added |
| Harbour Investments, Inc. | 5,560 | $1.50M | 0.04% | +140+2.6% | Added |
| KRS Capital Management, LLC | 5,558 | $1.50M | 1.19% | +51+0.9% | Added |
| Interchange Capital Partners, LLC | 5,543 | $1.49M | 0.42% | +30+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 5,535 | $1.49M | 0.10% | +10.0% | Added |
| Caxton Associates LLP | 5,532 | $1.49M | 0.05% | +5,532 | New |
| Northcape Wealth Management, LLC | 5,527 | $1.49M | 0.48% | −53−0.9% | Reduced |
| Icon Advisers Inc | 5,500 | $1.48M | 0.35% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 5,499 | $1.48M | 0.30% | +167+3.1% | Added |
| Laurel Wealth Advisors LLC | 5,496 | $1.48M | 0.23% | +5+0.1% | Added |
| Cambridge Financial Group, LLC | 5,495 | $1.48M | 0.63% | 00.0% | Unchanged |
| Bank of Hawaii | 5,468 | $1.47M | 0.08% | −388−6.6% | Reduced |
| Crewe Advisors LLC | 5,457 | $1.47M | 0.21% | −66−1.2% | Reduced |
| Alpine Bank Wealth Management | 5,445 | $1.46M | 0.24% | +5,445 | New |
| Sirios Capital Management L P | 5,417 | $1.46M | 0.26% | +18+0.3% | Added |
| Lebenthal Global Advisors, LLC | 5,405 | $1.45M | 0.27% | +136+2.6% | Added |
| Strategic Advisors LLC | 5,401 | $1.45M | 0.28% | +45+0.8% | Added |
| Advisory Research Inc | 5,389 | $1.45M | 0.26% | −239−4.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,338 | $1.44M | 0.27% | −126−2.3% | Reduced |
| William Allan, LLC | 5,332 | $1.43M | 0.90% | −9,192−63.3% | Reduced |
| Legacy Advisors, LLC | 5,324 | $1.43M | 0.15% | +178+3.5% | Added |
| Ledyard National Bank | 5,312 | $1.43M | 0.14% | −205−3.7% | Reduced |
| U S Global Investors Inc | 5,305 | $1.43M | 0.19% | +805+17.9% | Added |
| Stokes Family Office, LLC | 5,304 | $1.43M | 0.16% | −3,000−36.1% | Reduced |
| Monte Financial Group, LLC | 5,669 | $1.42M | 0.62% | −15−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,288 | $1.42M | 0.05% | −134−2.5% | Reduced |
| Paragon Private Wealth Management, LLC | 5,271 | $1.42M | 0.66% | −25−0.5% | Reduced |
| Spinnaker Trust | 5,269 | $1.42M | 0.09% | −20−0.4% | Reduced |