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 |
|---|---|---|---|---|---|
| Resources Management Corp | 4,405 | $1.19M | 0.17% | 00.0% | Unchanged |
| Balentine LLC | 4,398 | $1.18M | 0.05% | +3,259+286.1% | Added |
| Wolverine Asset Management LLC | 4,397 | $1.18M | 0.02% | +3,197+266.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,387 | $1.18M | 0.08% | +4,387 | New |
| Sompo Asset Management Co., Ltd. | 4,380 | $1.18M | 0.22% | +470+12.0% | Added |
| Sage Mountain Advisors LLC | 4,377 | $1.18M | 0.09% | −26−0.6% | Reduced |
| Salem Investment Counselors Inc | 4,357 | $1.17M | 0.04% | +23+0.5% | Added |
| Accredited Investors Inc. | 4,341 | $1.17M | 0.07% | +14+0.3% | Added |
| Resolute Wealth Strategies, LLC | 4,321 | $1.16M | 0.65% | +784+22.2% | Added |
| Mraz, Amerine & Associates, Inc. | 4,377 | $1.16M | 0.20% | −7−0.2% | Reduced |
| Fullcircle Wealth LLC | 4,384 | $1.16M | 0.48% | +8+0.2% | Added |
| Aaron Wealth Advisors | 4,316 | $1.16M | 0.13% | +90+2.1% | Added |
| Doliver Advisors, LP | 4,301 | $1.16M | 0.33% | +668+18.4% | Added |
| Schulhoff & Co Inc | 4,300 | $1.16M | 0.51% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,272 | $1.15M | 0.40% | +16+0.4% | Added |
| Warther Private Wealth, LLC | 4,268 | $1.15M | 0.38% | −19,480−82.0% | Reduced |
| Ervin Investment Management, LLC | 4,266 | $1.15M | 0.77% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,244 | $1.14M | 0.70% | +229+5.7% | Added |
| Moloney Securities Asset Management, LLC | 4,234 | $1.14M | 0.15% | −302−6.7% | Reduced |
| Larson Financial Group LLC | 4,234 | $1.14M | 0.05% | +914+27.5% | Added |
| Marcum Wealth, LLC | 4,233 | $1.14M | 0.10% | +173+4.3% | Added |
| IFG Advisors, LLC | 4,230 | $1.14M | 0.22% | −76−1.8% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $1.13M | 0.11% | −100−2.3% | Reduced |
| InvesTrust | 4,200 | $1.13M | 0.31% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,171 | $1.12M | 0.06% | +605+17.0% | Added |
| Prairie Sky Financial Group LLC | 4,166 | $1.12M | 0.67% | −15−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,161 | $1.12M | 0.10% | −469−10.1% | Reduced |
| Amarillo National Bank | 4,156 | $1.12M | 0.22% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,154 | $1.12M | 0.05% | +56+1.4% | Added |
| Jamison Private Wealth Management, Inc. | 4,152 | $1.12M | 0.17% | +6+0.1% | Added |
| United Asset Strategies, Inc. | 4,135 | $1.11M | 0.10% | −167−3.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,124 | $1.11M | 0.40% | −250−5.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,122 | $1.11M | 0.06% | −400−8.8% | Reduced |
| Morse Asset Management, Inc | 4,105 | $1.10M | 0.28% | +65+1.6% | Added |
| Guardian Investment Management | 4,092 | $1.10M | 0.94% | −250−5.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,091 | $1.10M | 0.27% | +75+1.9% | Added |
| Essex Investment Management Co LLC | 4,089 | $1.10M | 0.23% | +7+0.2% | Added |
| Sunflower Bank, N.A. | 4,060 | $1.09M | 0.31% | +6+0.1% | Added |
| Lazari Capital Management, Inc. | 4,058 | $1.09M | 0.45% | +452+12.5% | Added |
| Meridian Wealth Management, LLC | 4,044 | $1.09M | 0.05% | +145+3.7% | Added |
| Essex Financial Services, Inc. | 4,036 | $1.09M | 0.08% | +8+0.2% | Added |
| Promethium Advisors,llc | 4,036 | $1.09M | 0.70% | −165−3.9% | Reduced |
| Riverbend Wealth Management, LLC | 4,036 | $1.09M | 0.97% | +159+4.1% | Added |
| BSW Wealth Partners | 4,028 | $1.08M | 0.16% | +178+4.6% | Added |
| SMART Wealth LLC | 4,025 | $1.08M | 0.39% | +4,025 | New |
| Graypoint LLC | 4,016 | $1.08M | 0.07% | −125−3.0% | Reduced |
| Moment Partners, LLC | 4,004 | $1.08M | 0.21% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 4,000 | $1.08M | 0.63% | −35−0.9% | Reduced |
| Ulysses Management LLC | 4,000 | $1.08M | 0.27% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,989 | $1.07M | 0.08% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,987 | $1.07M | 0.15% | −406−9.2% | Reduced |
| Evermay Wealth Management LLC | 3,983 | $1.07M | 0.14% | −58−1.4% | Reduced |
| Next Level Private LLC | 3,982 | $1.07M | 0.40% | +74+1.9% | Added |
| Forte Capital LLC | 3,966 | $1.07M | 0.13% | +177+4.7% | Added |
| Golden State Wealth Management, LLC | 3,952 | $1.06M | 0.16% | +29+0.7% | Added |
| West Coast Financial LLC | 3,949 | $1.06M | 0.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,926 | $1.06M | 0.07% | −116−2.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,923 | $1.06M | 0.60% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3,919 | $1.05M | 0.65% | +94+2.5% | Added |
| Hanson & Doremus Investment Management | 3,915 | $1.05M | 0.15% | +889+29.4% | Added |
| Culbertson A N & Co Inc | 3,913 | $1.05M | 0.17% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,907 | $1.05M | 0.48% | +202+5.5% | Added |
| Byrne Asset Management LLC | – | $1.05M | 0.78% | – | – |
| Hager Investment Management Services, LLC | 3,898 | $1.05M | 0.73% | +1,093+39.0% | Added |
| Trueblood Wealth Management, LLC | 3,894 | $1.05M | 0.49% | +527+15.7% | Added |
| Alhambra Investment Partners LLC | 3,851 | $1.04M | 0.53% | −139−3.5% | Reduced |
| Bridges Investment Management Inc | 3,846 | $1.03M | 0.01% | +8+0.2% | Added |
| Farringdon Capital, Ltd. | 3,844 | $1.03M | 0.52% | +3,844 | New |
| MTM Investment Management, LLC | 3,822 | $1.03M | 0.40% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3,841 | $1.03M | 0.38% | −10−0.3% | Reduced |
| Benin Management CORP | 3,838 | $1.03M | 0.29% | −308−7.4% | Reduced |
| Colonial Trust Co | 3,828 | $1.03M | 0.16% | −35−0.9% | Reduced |
| Midland Wealth Advisors LLC | 3,801 | $1.02M | 0.06% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 3,799 | $1.02M | 0.92% | −238−5.9% | Reduced |
| First Western Trust Bank | 3,785 | $1.02M | 0.05% | −34−0.9% | Reduced |
| Sanders Morris Harris LLC | 3,731 | $1.01M | 0.16% | −161−4.1% | Reduced |
| Burford Brothers, Inc. | 3,734 | $1.00M | 0.49% | +109+3.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,718 | $1.00M | 0.03% | +2,704+266.7% | Added |
| Gratus Wealth Advisors, LLC | 3,714 | $999.3K | 0.16% | +5+0.1% | Added |
| Alexander Randolph Advisory, Inc. | 3,712 | $998.7K | 0.98% | −28−0.7% | Reduced |
| Skba Capital Management LLC | 3,707 | $997.4K | 0.15% | +2,257+155.7% | Added |
| Gsa Capital Partners LLP | 3,699 | $995.0K | 0.09% | +2,694+268.1% | Added |
| Belpointe Asset Management LLC | 3,697 | $995.0K | 0.05% | −4,715−56.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,497 | $988.5K | 0.04% | −2,562−42.3% | Reduced |
| Tang Capital Management LLC | 3,666 | $986.3K | 0.05% | −133−3.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 3,662 | $985.3K | 0.14% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3,659 | $984.6K | 0.00% | +1,428+64.0% | Added |
| Axxcess Wealth Management, LLC | 3,659 | $984.4K | 0.03% | −2,556−41.1% | Reduced |
| GTS Securities LLC | 3,651 | $982.3K | 0.04% | +1,040+39.8% | Added |
| Strategy Asset Managers LLC | 3,642 | $979.9K | 0.20% | +1,984+119.7% | Added |
| Steel Peak Wealth Management LLC | 3,640 | $979.4K | 0.04% | +15+0.4% | Added |
| Verus Capital Partners, LLC | 3,627 | $975.9K | 0.10% | −712−16.4% | Reduced |
| Cornerstone Wealth Management, LLC | 3,621 | $974.1K | 0.07% | −8−0.2% | Reduced |
| 180 Wealth Advisors, LLC | 3,603 | $969.4K | 0.15% | +215+6.3% | Added |
| Saybrook Capital | 3,600 | $968.6K | 0.27% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,595 | $967.0K | 0.08% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 3,580 | $963.2K | 0.35% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,577 | $962.5K | 0.10% | −129−3.5% | Reduced |
| Park Edge Advisors, LLC | 3,574 | $961.7K | 0.27% | +2,472+224.3% | Added |
| WBH Advisory Inc | 3,567 | $959.7K | 0.09% | −317−8.2% | Reduced |