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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 2,862 | $770.0K | 0.19% | −86−2.9% | Reduced |
| MFA Wealth Services | 2,852 | $767.4K | 0.63% | −73−2.5% | Reduced |
| Legal Advantage Investments, Inc. | 2,850 | $766.8K | 0.41% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 2,839 | $763.8K | 0.10% | +2,839 | New |
| SPC Financial, Inc. | 2,829 | $761.0K | 0.07% | −100−3.4% | Reduced |
| Fortune Financial Advisors, LLC | 2,828 | $760.9K | 0.66% | +259+10.1% | Added |
| Avantax Planning Partners, Inc. | 2,824 | $759.8K | 0.03% | +305+12.1% | Added |
| one8zero8, LLC | 2,820 | $758.7K | 0.18% | −500−15.1% | Reduced |
| Channel Wealth LLC | 2,816 | $757.6K | 0.24% | +260+10.2% | Added |
| Whelan Financial | 2,815 | $757.4K | 0.29% | +1,873+198.8% | Added |
| Guardian Wealth Advisors, LLC | 2,809 | $755.8K | 0.06% | +14+0.5% | Added |
| Ridgewood Investments LLC | 2,808 | $755.5K | 0.35% | −285−9.2% | Reduced |
| CoreFirst Bank & Trust | 2,808 | $755.5K | 0.49% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,224 | $755.3K | 0.17% | +10.0% | Added |
| Yoffe Investment Management, LLC | 2,804 | $754.5K | 1.11% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $753.9K | 0.09% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $753.3K | 0.49% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $753.3K | 0.46% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,796 | $752.3K | 0.10% | −494−15.0% | Reduced |
| LongView Wealth Management | 2,795 | $752.0K | 0.23% | −226−7.5% | Reduced |
| VeraBank, N.A. | 2,791 | $750.9K | 0.21% | −75−2.6% | Reduced |
| SkyView Investment Advisors, LLC | 2,787 | $750.0K | 0.11% | +217+8.4% | Added |
| Hobbs Group Advisors, LLC | 2,781 | $748.2K | 0.28% | −82−2.9% | Reduced |
| Bank Hapoalim BM | 2,778 | $747.0K | 0.11% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,805 | $743.1K | 0.06% | +748+36.4% | Added |
| Founders Financial Alliance, LLC | 2,756 | $741.5K | 0.18% | +87+3.3% | Added |
| Union Savings Bank | 2,754 | $740.9K | 0.36% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,751 | $740.2K | 0.09% | +68+2.5% | Added |
| OneAscent Family Office, LLC | 2,750 | $740.0K | 0.69% | +1,231+81.0% | Added |
| Indiana Trust & Investment Management CO | 2,745 | $738.5K | 0.27% | −17−0.6% | Reduced |
| Alta Advisers Ltd | 2,742 | $737.7K | 0.31% | +900+48.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,740 | $737.2K | 0.11% | −72−2.6% | Reduced |
| Atlas Private Wealth Advisors | 2,740 | $737.1K | 0.10% | +75+2.8% | Added |
| Triangle Securities Wealth Management | 2,737 | $736.4K | 0.19% | +50+1.9% | Added |
| Midwest Financial Group LLC | 2,733 | $735.3K | 0.43% | +10+0.4% | Added |
| Blueshift Asset Management, LLC | 2,727 | $733.7K | 0.29% | +1,631+148.8% | Added |
| Cooper Financial Group | 2,717 | $731.0K | 0.10% | +347+14.6% | Added |
| Aft, Forsyth & Company, Inc. | 2,706 | $728.0K | 0.39% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,704 | $728.0K | 0.11% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,699 | $726.3K | 0.05% | +1,500+125.1% | Added |
| Provenance Wealth Advisors, LLC | 2,694 | $724.8K | 0.10% | −579−17.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,690 | $723.6K | 0.17% | +53+2.0% | Added |
| Borer Denton & Associates, Inc. | 2,687 | $722.9K | 0.26% | −50−1.8% | Reduced |
| Arrow Financial Corp | 2,683 | $721.9K | 0.08% | −15−0.6% | Reduced |
| Bristol John W & Co Inc | 2,682 | $721.6K | 0.01% | −169−5.9% | Reduced |
| Pure Financial Advisors, Inc. | 2,676 | $720.0K | 0.02% | +616+29.9% | Added |
| Castleark Management LLC | 2,675 | $719.7K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,674 | $719.4K | 0.06% | +1,584+145.3% | Added |
| Tritonpoint Wealth, LLC | 2,670 | $718.4K | 0.07% | −14−0.5% | Reduced |
| MQS Management LLC | 2,652 | $713.5K | 0.41% | +2,652 | New |
| Strive Asset Management, LLC | 2,651 | $713.3K | 0.50% | +19+0.7% | Added |
| RFP Financial Group LLC | 2,647 | $712.2K | 0.29% | −11−0.4% | Reduced |
| MCF Advisors LLC | 2,641 | $710.4K | 0.05% | −86−3.2% | Reduced |
| Hillsdale Investment Management Inc. | 2,640 | $710.3K | 0.04% | +2,410+1,047.8% | Added |
| Money Concepts Capital Corp | 2,640 | $710.3K | 0.05% | +174+7.1% | Added |
| Marietta Investment Partners LLC | 2,608 | $701.7K | 0.17% | −15−0.6% | Reduced |
| Creekmur Asset Management LLC | 2,608 | $701.6K | 0.15% | +2,291+722.7% | Added |
| Unified Investment Management | 2,600 | $699.6K | 0.83% | −386−12.9% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $699.5K | 0.18% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,600 | $699.5K | 0.14% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,592 | $697.3K | 0.47% | −141−5.2% | Reduced |
| Central Bank & Trust Co | 2,591 | $697.1K | 0.12% | +1,000+62.9% | Added |
| Catalyst Financial Partners LLC | 2,584 | $695.2K | 0.13% | +57+2.3% | Added |
| Claro Advisors LLC | 2,578 | $693.5K | 0.09% | +485+23.2% | Added |
| Covenant Asset Management, LLC | 2,573 | $692.3K | 0.17% | +312+13.8% | Added |
| PFC Capital Group, Inc. | 2,562 | $689.0K | 0.35% | −138−5.1% | Reduced |
| Sippican Capital Advisors | 2,559 | $688.5K | 0.52% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 2,555 | $687.4K | 0.11% | +2,555 | New |
| Nilsine Partners, LLC | 2,554 | $687.2K | 0.08% | −176−6.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,547 | $685.9K | 0.06% | −358−12.3% | Reduced |
| Sentry Investment Management LLC | 2,925 | $685.0K | 0.46% | −874−23.0% | Reduced |
| Readystate Asset Management LP | 2,531 | $681.0K | 0.03% | +2,531 | New |
| Stanley-Laman Group, Ltd. | 2,526 | $679.6K | 0.10% | +470+22.9% | Added |
| Burt Wealth Advisors | 2,521 | $678.3K | 0.17% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 2,514 | $676.5K | 0.33% | −239−8.7% | Reduced |
| Meridian Wealth Advisors, LLC | 2,508 | $674.8K | 0.11% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 2,506 | $674.2K | 0.30% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,501 | $672.2K | 0.27% | +1,266+102.5% | Added |
| Sage Capital Management, LLC | 2,494 | $671.1K | 0.36% | 00.0% | Unchanged |
| Keel Point, LLC | 2,485 | $668.7K | 0.05% | +319+14.7% | Added |
| Moser Wealth Advisors, LLC | 2,483 | $668.1K | 0.35% | +157+6.7% | Added |
| DT Investment Partners, LLC | 2,475 | $665.9K | 0.06% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,471 | $664.8K | 0.04% | −147−5.6% | Reduced |
| Sunbelt Securities, Inc. | 2,468 | $664.0K | 0.06% | −32−1.3% | Reduced |
| Outfitter Financial LLC | 2,460 | $661.9K | 0.60% | −115−4.5% | Reduced |
| Broderick Brian C | 2,457 | $661.1K | 0.13% | +2,457 | New |
| Diversified Enterprises, LLC | 2,455 | $660.5K | 0.06% | +516+26.6% | Added |
| Auxano Advisors, LLC | 2,454 | $660.2K | 0.17% | −30−1.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,448 | $658.6K | 0.16% | −355−12.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,448 | $658.6K | 0.04% | −404−14.2% | Reduced |
| Opal Wealth Advisors, LLC | 2,442 | $657.0K | 0.20% | +300+14.0% | Added |
| Waddell & Associates, LLC | 2,436 | $655.4K | 0.08% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 2,433 | $654.6K | 0.23% | +35+1.5% | Added |
| TCG Advisory Services, LLC | 2,417 | $650.2K | 0.03% | −83−3.3% | Reduced |
| Round Rock Advisors, LLC | 2,414 | $649.5K | 0.12% | +729+43.3% | Added |
| LS Investment Advisors, LLC | 2,406 | $647.3K | 0.10% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,404 | $646.8K | 0.02% | +727+43.4% | Added |
| Delta Investment Management, LLC | 2,403 | $646.6K | 0.13% | +289+13.7% | Added |
| Paradigm Asset Management Co LLC | 2,400 | $645.7K | 0.17% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $645.7K | 0.01% | 00.0% | Unchanged |