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 |
|---|---|---|---|---|---|
| Navis Wealth Advisors, LLC | 3,548 | $954.6K | 0.94% | +2,791+368.7% | Added |
| MJP Associates Inc | 3,546 | $954.2K | 0.17% | +404+12.9% | Added |
| ICONIQ Capital, LLC | 3,546 | $954.1K | 0.02% | +550+18.4% | Added |
| Platform Technology Partners | 3,501 | $942.0K | 0.27% | +17+0.5% | Added |
| ERn Financial, LLC | 3,498 | $941.1K | 0.15% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,487 | $938.2K | 0.07% | −37−1.0% | Reduced |
| Zullo Investment Group, Inc. | 3,474 | $934.5K | 0.40% | +77+2.3% | Added |
| Alerus Financial NA | 3,473 | $934.4K | 0.07% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,468 | $933.0K | 0.10% | +109+3.2% | Added |
| Proficio Capital Partners LLC | 3,438 | $925.0K | 0.07% | +29+0.9% | Added |
| Lindbrook Capital, LLC | 3,426 | $921.7K | 0.08% | −233−6.4% | Reduced |
| Defined Wealth Management, LLC | 3,424 | $921.2K | 0.62% | +11+0.3% | Added |
| MidWestOne Financial Group, Inc. | 3,417 | $919.3K | 0.13% | −14−0.4% | Reduced |
| Revisor Wealth Management LLC | 3,415 | $918.8K | 0.41% | +3,415 | New |
| Mattson Financial Services, LLC | 3,398 | $914.2K | 0.27% | −243−6.7% | Reduced |
| Watts Gwilliam & Co., LLC | 3,384 | $910.5K | 0.20% | −13−0.4% | Reduced |
| Conway Capital Management, Inc. | 3,375 | $908.0K | 0.45% | +2,325+221.4% | Added |
| Knightsbridge Asset Management, LLC | 3,366 | $905.6K | 0.23% | +345+11.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,348 | $900.9K | 0.15% | +128+4.0% | Added |
| Texas Yale Capital Corp. | 3,348 | $900.8K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,333 | $897.0K | 0.05% | +3,333 | New |
| Bell Bank | 3,333 | $896.7K | 0.05% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,332 | $896.5K | 0.02% | +294+9.7% | Added |
| First Foundation Advisors | 3,324 | $894.4K | 0.04% | −7−0.2% | Reduced |
| Westmount Partners, LLC | 3,322 | $893.7K | 0.27% | +470+16.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $892.8K | 0.26% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,306 | $889.5K | 0.05% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,300 | $887.9K | 0.12% | −195−5.6% | Reduced |
| Richwood Investment Advisors, LLC | 3,291 | $885.3K | 0.75% | −110−3.2% | Reduced |
| Howard Capital Management Inc. | 3,288 | $884.6K | 0.02% | −468−12.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 3,286 | $884.1K | 0.21% | +3,286 | New |
| Aspen Investment Management Inc | 3,286 | $884.0K | 0.41% | −30−0.9% | Reduced |
| Somerville Kurt F | 3,285 | $883.8K | 0.15% | +35+1.1% | Added |
| Brucke Financial, Inc. | 3,314 | $882.9K | 0.77% | +207+6.7% | Added |
| Mayflower Financial Advisors, LLC | 3,273 | $880.7K | 0.13% | −124−3.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,272 | $880.3K | 0.11% | +25+0.8% | Added |
| Capital Advantage, Inc. | 2,965 | $880.0K | 0.16% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 3,270 | $879.8K | 0.21% | +5+0.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,269 | $879.6K | 0.04% | +139+4.4% | Added |
| Cadent Capital Advisors, LLC | 3,267 | $879.0K | 0.33% | +479+17.2% | Added |
| Continuum Advisory, LLC | 3,263 | $878.0K | 0.11% | +161+5.2% | Added |
| Cetera Trust Company, N.A | 3,260 | $877.1K | 0.56% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,258 | $876.6K | 0.18% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 3,258 | $876.6K | 0.00% | +1,760+117.5% | Added |
| Savvy Advisors, Inc. | 3,257 | $876.3K | 0.09% | +899+38.1% | Added |
| United Community Bank | 3,253 | $875.2K | 0.33% | +49+1.5% | Added |
| Verity & Verity, LLC | 3,241 | $872.0K | 0.08% | −126−3.7% | Reduced |
| International Assets Investment Management, LLC | 3,239 | $871.4K | 0.08% | +26+0.8% | Added |
| Elyxium Wealth, LLC | 3,238 | $871.2K | 0.39% | +3,238 | New |
| Portside Wealth Group, LLC | 3,228 | $868.5K | 0.14% | +251+8.4% | Added |
| Altfest L J & Co Inc | 3,218 | $865.8K | 0.11% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,217 | $865.5K | 0.07% | +250+8.4% | Added |
| Cable Hill Partners, LLC | 3,238 | $865.3K | 0.08% | −393−10.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,214 | $865.0K | 0.05% | +185+6.1% | Added |
| Strategic Wealth Designers | 3,207 | $863.0K | 1.50% | −437,599−99.3% | Reduced |
| SeaCrest Wealth Management, LLC | 3,204 | $861.9K | 0.10% | −84−2.6% | Reduced |
| Old Mission Investment Co LLC | 3,189 | $858.0K | 0.26% | +53+1.7% | Added |
| Matrix Asset Advisors Inc | 3,187 | $857.5K | 0.09% | 00.0% | Unchanged |
| US Asset Management LLC | 3,183 | $856.0K | 0.82% | −17−0.5% | Reduced |
| Simon Quick Advisors, LLC | 3,175 | $854.3K | 0.05% | +147+4.9% | Added |
| Embree Financial Group | 3,167 | $852.1K | 0.14% | +129+4.2% | Added |
| CFO4Life Group, LLC | 3,149 | $847.2K | 0.14% | −261−7.7% | Reduced |
| Cornerstone Wealth Group, LLC | 3,135 | $843.6K | 0.07% | −269−7.9% | Reduced |
| Clean Yield Group | 3,095 | $832.7K | 0.27% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,094 | $832.5K | 0.07% | +23+0.7% | Added |
| Pictet & Cie (Europe) SA | 3,090 | $831.4K | 0.02% | +457+17.4% | Added |
| Curat Global, LLC | 3,075 | $827.3K | 1.01% | +3,075 | New |
| Weaver Capital Management LLC | 3,072 | $826.5K | 0.22% | +34+1.1% | Added |
| Shufro Rose & Co LLC | 3,063 | $824.1K | 0.07% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 3,050 | $820.6K | 0.37% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,046 | $819.5K | 0.50% | −509−14.3% | Reduced |
| Scissortail Wealth Management, LLC | 3,037 | $817.1K | 0.21% | +20+0.7% | Added |
| Prelude Capital Management, LLC | 3,033 | $816.0K | 0.08% | +1,138+60.1% | Added |
| Strategic Blueprint, LLC | 3,021 | $812.9K | 0.04% | +86+2.9% | Added |
| Strategic Advocates LLC | 3,020 | $812.5K | 0.28% | +1,213+67.1% | Added |
| Hendley & Co Inc | 3,015 | $811.0K | 0.28% | +65+2.2% | Added |
| Legacy Financial Advisors, Inc. | 3,012 | $810.4K | 0.14% | −72−2.3% | Reduced |
| Empirical Asset Management, LLC | 3,010 | $809.9K | 0.28% | −14,973−83.3% | Reduced |
| LVW Advisors, LLC | 3,006 | $808.8K | 0.10% | −258−7.9% | Reduced |
| Linscomb & Williams, Inc. | 3,003 | $808.0K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 3,000 | $807.1K | 0.26% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,000 | $807.1K | 0.17% | +3,000 | New |
| Exchange Bank | 2,989 | $804.2K | 0.65% | −87−2.8% | Reduced |
| Pathway Financial Advisers, LLC | 2,975 | $800.5K | 0.27% | +366+14.0% | Added |
| Herold Advisors, Inc. | 2,969 | $799.0K | 0.18% | +997+50.6% | Added |
| Physicians Financial Services, Inc. | 2,965 | $798.0K | 0.26% | +645+27.8% | Added |
| Tompkins Financial Corp | 2,964 | $797.5K | 0.08% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,964 | $797.3K | 0.22% | −29−1.0% | Reduced |
| SRN Advisors, LLC | 2,950 | $793.7K | 0.89% | −1,340−31.2% | Reduced |
| Centennial Bank | 2,931 | $788.6K | 0.38% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,136 | $787.3K | 0.15% | +609+24.1% | Added |
| Future Fund LLC | 2,921 | $785.9K | 1.01% | +2,921 | New |
| Bath Savings Trust Co | 2,916 | $784.5K | 0.08% | +52+1.8% | Added |
| Cambridge Advisors Inc. | 2,910 | $782.9K | 0.17% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,905 | $781.7K | 0.04% | −105−3.5% | Reduced |
| Lewis Asset Management, LLC | 2,904 | $781.4K | 0.65% | −113−3.7% | Reduced |
| Puzo Michael J | 2,903 | $781.1K | 0.22% | +1,603+123.3% | Added |
| Purus Wealth Management, LLC | 2,894 | $778.6K | 0.33% | −78−2.6% | Reduced |
| Basepoint Wealth LLC | 2,870 | $772.2K | 0.60% | −194−6.3% | Reduced |
| Lifeworks Advisors, LLC | 2,866 | $771.1K | 0.13% | −361−11.2% | Reduced |