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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,408 | $1.41M | 0.01% | −756−12.3% | Reduced |
| Ramirez Asset Management, Inc. | 5,208 | $1.40M | 0.29% | −12−0.2% | Reduced |
| S.A. Mason LLC | 5,206 | $1.40M | 0.74% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,206 | $1.40M | 0.03% | −46−0.9% | Reduced |
| Norden Group LLC | 5,189 | $1.40M | 0.16% | −122−2.3% | Reduced |
| Vectors Research Management, LLC | 5,189 | $1.40M | 0.49% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,188 | $1.40M | 0.04% | +49+1.0% | Added |
| Stratos Wealth Advisors, LLC | 5,178 | $1.39M | 0.08% | −470−8.3% | Reduced |
| Delphi Management Inc | 5,176 | $1.39M | 1.42% | −537−9.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,174 | $1.39M | 1.30% | −50−1.0% | Reduced |
| Focus Financial Network, Inc. | 5,167 | $1.39M | 0.06% | −710−12.1% | Reduced |
| First Dallas Securities Inc. | 5,162 | $1.39M | 0.58% | −250−4.6% | Reduced |
| Atomi Financial Group, Inc. | 5,151 | $1.39M | 0.06% | −284−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 5,011 | $1.38M | 0.05% | +340+7.3% | Added |
| Weik Capital Management | 5,138 | $1.38M | 0.56% | −625−10.8% | Reduced |
| Solitude Financial Services | 5,123 | $1.38M | 0.54% | +1,130+28.3% | Added |
| Pecaut & Co. | 5,119 | $1.38M | 0.47% | −50−1.0% | Reduced |
| Clarius Group, LLC | 5,101 | $1.37M | 0.09% | +1,922+60.5% | Added |
| Factorial Partners, LLC | 5,100 | $1.37M | 0.85% | −100−1.9% | Reduced |
| Patten & Patten Inc | 5,090 | $1.37M | 0.09% | −19−0.4% | Reduced |
| WealthTrust Axiom LLC | 5,083 | $1.37M | 0.42% | 00.0% | Unchanged |
| Bradyco, Inc. | 5,074 | $1.37M | 1.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5,236 | $1.36M | 0.33% | +40+0.8% | Added |
| Signal Advisors Wealth, LLC | 5,036 | $1.35M | 0.13% | −188−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 5,034 | $1.35M | 0.13% | −40−0.8% | Reduced |
| Griffith & Werner, Inc. | 5,028 | $1.35M | 0.84% | +610+13.8% | Added |
| PFG Advisors | 5,025 | $1.35M | 0.08% | −35−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,295 | $1.35M | 0.03% | +3,148+146.6% | Added |
| Spirit of America Management Corp | 5,000 | $1.35M | 0.27% | 00.0% | Unchanged |
| AXS Investments LLC | 4,991 | $1.34M | 0.37% | −159−3.1% | Reduced |
| Cozad Asset Management Inc | 4,989 | $1.34M | 0.13% | +1,233+32.8% | Added |
| Garde Capital, Inc. | 4,986 | $1.34M | 0.08% | 00.0% | Unchanged |
| First International Bank & Trust | 4,979 | $1.34M | 0.42% | +1,091+28.1% | Added |
| KG&L Capital Management,LLC | 4,959 | $1.33M | 0.43% | +3,947+390.0% | Added |
| Wesbanco Bank Inc | 4,953 | $1.33M | 0.05% | +70+1.4% | Added |
| Modern Wealth Management, LLC | 4,921 | $1.32M | 0.04% | +35+0.7% | Added |
| Levin Capital Strategies, L.P. | 4,917 | $1.32M | 0.14% | +10.0% | Added |
| Westpac Banking Corp | 4,910 | $1.32M | 0.10% | −1,183−19.4% | Reduced |
| Orrstown Financial Services Inc | 4,902 | $1.32M | 0.31% | −256−5.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,899 | $1.32M | 0.06% | +248+5.3% | Added |
| Wealth Alliance | 4,869 | $1.31M | 0.16% | −63−1.3% | Reduced |
| Aspire Private Capital, LLC | 4,863 | $1.31M | 0.33% | +214+4.6% | Added |
| GAM Holding AG | 4,862 | $1.31M | 0.10% | +4,862 | New |
| Guided Capital Wealth Management, LLC | 4,853 | $1.31M | 1.09% | +2,383+96.5% | Added |
| Woodstock Corp | 4,853 | $1.31M | 0.13% | −362−6.9% | Reduced |
| Skopos Labs, Inc. | 4,845 | $1.30M | 0.28% | +1,255+35.0% | Added |
| Simmons Bank | 4,843 | $1.30M | 0.10% | −603−11.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,834 | $1.30M | 0.79% | +13+0.3% | Added |
| Souders Financial Advisors | 4,824 | $1.30M | 0.18% | +736+18.0% | Added |
| Gen-Wealth Partners Inc | 4,804 | $1.29M | 0.54% | +287+6.4% | Added |
| Diversify Advisory Services, LLC | 4,830 | $1.29M | 0.08% | +617+14.6% | Added |
| Green Harvest Asset Management LLC | 4,786 | $1.29M | 0.03% | +1,874+64.4% | Added |
| Argentarii, LLC | 4,786 | $1.29M | 0.64% | +84+1.8% | Added |
| Leisure Capital Management | 4,767 | $1.28M | 0.53% | −31−0.6% | Reduced |
| Ignite Planners, LLC | 4,776 | $1.28M | 0.25% | +142+3.1% | Added |
| Aventura Private Wealth, LLC | 4,762 | $1.28M | 0.67% | +122+2.6% | Added |
| Boyar Asset Management Inc. | 4,758 | $1.28M | 0.93% | −27−0.6% | Reduced |
| Carr Financial Group Corp | 4,757 | $1.28M | 0.42% | −306−6.0% | Reduced |
| Muirfield Wealth Advisors LLC | 4,752 | $1.28M | 1.09% | +10+0.2% | Added |
| Fidelis Capital Partners, LLC | 4,828 | $1.28M | 0.14% | −811−14.4% | Reduced |
| Strategic Investment Advisors | 4,749 | $1.28M | 0.14% | −356−7.0% | Reduced |
| Kestra Investment Management, LLC | 4,745 | $1.28M | 0.04% | −1,104−18.9% | Reduced |
| Minot DeBlois Advisors LLC | 4,721 | $1.27M | 1.27% | −157−3.2% | Reduced |
| Mystic Asset Management, Inc. | 4,717 | $1.27M | 0.33% | +1,085+29.9% | Added |
| Washington Trust Co | 4,687 | $1.26M | 0.05% | −308−6.2% | Reduced |
| North Star Investment Management Corp. | 4,685 | $1.26M | 0.09% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,666 | $1.26M | 0.20% | +128+2.8% | Added |
| BigSur Wealth Management LLC | 4,655 | $1.25M | 0.34% | +52+1.1% | Added |
| Magnus Financial Group LLC | 4,651 | $1.25M | 0.12% | +253+5.8% | Added |
| Pflug Koory, LLC | 4,644 | $1.25M | 0.70% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,630 | $1.25M | 0.10% | +3+0.1% | Added |
| Aspiriant, LLC | 4,629 | $1.25M | 0.04% | −543−10.5% | Reduced |
| Profit Investment Management, LLC | 4,619 | $1.24M | 1.15% | −523−10.2% | Reduced |
| Wellington Shields & Co., LLC | 4,616 | $1.24M | 0.39% | +396+9.4% | Added |
| Plancorp, LLC | 4,615 | $1.24M | 0.05% | +785+20.5% | Added |
| Trust Point Inc. | 4,612 | $1.24M | 0.11% | −943−17.0% | Reduced |
| Barden Capital Management, Inc. | 4,610 | $1.24M | 1.10% | −25−0.5% | Reduced |
| Saxon Interests, Inc. | 4,602 | $1.24M | 0.58% | −934−16.9% | Reduced |
| Sentry LLC | 4,591 | $1.24M | 0.24% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,589 | $1.23M | 0.02% | −12−0.3% | Reduced |
| Twelve Points Wealth Management LLC | 4,582 | $1.23M | 0.33% | +11+0.2% | Added |
| Allegheny Financial Group LTD | 4,566 | $1.23M | 0.32% | −55−1.2% | Reduced |
| Tufton Capital Management | 4,562 | $1.23M | 0.24% | +20.0% | Added |
| Leo Wealth, LLC | 4,559 | $1.23M | 0.18% | −1,301−22.2% | Reduced |
| Evelyn Partners Investment Management LLP | 4,509 | $1.21M | 0.04% | −75−1.6% | Reduced |
| American National Bank | 4,507 | $1.21M | 0.13% | +79+1.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $1.21M | 0.77% | +600+15.4% | Added |
| Marshall Wace, LLP | 4,500 | $1.21M | 0.00% | +4,500 | New |
| Papp L Roy & Associates | 4,500 | $1.21M | 0.15% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,491 | $1.21M | 0.01% | −96−2.1% | Reduced |
| Virtus Investment Advisers, Inc. | 4,481 | $1.21M | 0.33% | +4,481 | New |
| Twin Tree Management, LP | 4,463 | $1.20M | 0.03% | −15,995−78.2% | Reduced |
| Proathlete Wealth Management LLC | 4,424 | $1.19M | 0.44% | +50+1.1% | Added |
| Bedel Financial Consulting, Inc. | 4,336 | $1.19M | 0.17% | +3+0.1% | Added |
| Koshinski Asset Management, Inc. | 4,438 | $1.19M | 0.10% | +44+1.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,432 | $1.19M | 0.19% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,430 | $1.19M | 0.28% | +74+1.7% | Added |
| Wealthcare Advisory Partners LLC | 4,416 | $1.19M | 0.03% | −515−10.4% | Reduced |
| Oakworth Capital, Inc. | 4,412 | $1.19M | 0.08% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,407 | $1.19M | 0.31% | −190−4.1% | Reduced |