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 |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 2,400 | $645.7K | 0.42% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,387 | $642.2K | 0.44% | −75−3.0% | Reduced |
| Millington Financial Advisors, LLC | 2,557 | $642.1K | 0.39% | 00.0% | Unchanged |
| Aviso Wealth Management | 2,386 | $641.9K | 0.34% | +178+8.1% | Added |
| Headlands Technologies LLC | 2,384 | $641.4K | 0.07% | +2,384 | New |
| Consultiva Wealth Management, Corp. | 2,382 | $640.9K | 2.20% | +2,262+1,885.0% | Added |
| Quotient Wealth Partners, LLC | 2,380 | $640.4K | 0.02% | +16+0.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,379 | $640.0K | 0.04% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,378 | $639.8K | 0.19% | 00.0% | Unchanged |
| MWA Asset Management | 2,377 | $639.7K | 0.44% | −41−1.7% | Reduced |
| Marino, Stram & Associates LLC | 2,376 | $639.4K | 0.14% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,375 | $639.1K | 0.19% | −63−2.6% | Reduced |
| Monetary Management Group Inc | 2,375 | $639.0K | 0.17% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,531 | $638.2K | 0.12% | +2,531 | New |
| Traphagen Investment Advisors LLC | 2,368 | $637.2K | 0.07% | −233−9.0% | Reduced |
| Kavar Capital Partners Group, LLC | 2,362 | $635.5K | 0.11% | −550−18.9% | Reduced |
| Quantum Financial Advisors, LLC | 2,358 | $634.3K | 0.09% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,356 | $633.8K | 0.05% | −122−4.9% | Reduced |
| Regatta Capital Group, LLC | 2,356 | $633.8K | 0.12% | 00.0% | Unchanged |
| Athena Investment Management | 2,353 | $633.1K | 0.38% | −183−7.2% | Reduced |
| WMG Financial Advisors, LLC | 2,353 | $633.1K | 0.27% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 2,349 | $632.0K | 0.02% | −100−4.1% | Reduced |
| One Wealth Advisors, LLC | 2,342 | $630.1K | 0.09% | +1,062+83.0% | Added |
| Breakwater Capital Group | 2,339 | $629.3K | 0.11% | −33−1.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,338 | $629.0K | 0.09% | 00.0% | Unchanged |
| Umpqua Bank | 2,319 | $623.9K | 0.22% | +35+1.5% | Added |
| Palisades Hudson Asset Management, L.P. | 2,315 | $623.0K | 0.28% | −406−14.9% | Reduced |
| Ecofi Investissements SA | 2,700 | $621.1K | 0.39% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,306 | $620.4K | 0.08% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,288 | $615.7K | 0.27% | +3+0.1% | Added |
| Arista Wealth Management, LLC | 2,287 | $615.2K | 0.15% | +12+0.5% | Added |
| Clear Harbor Asset Management, LLC | 2,281 | $613.7K | 0.05% | +79+3.6% | Added |
| Hazlett, Burt & Watson, Inc. | 2,275 | $612.0K | 0.28% | +76+3.5% | Added |
| Angeles Wealth Management, LLC | 2,273 | $611.6K | 0.05% | +233+11.4% | Added |
| Roberts Capital Advisors, LLC | 2,263 | $608.9K | 0.53% | +2,263 | New |
| All Terrain Financial Advisors, LLC | 2,259 | $607.8K | 0.24% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,257 | $607.2K | 0.10% | +500+28.5% | Added |
| Birch Hill Investment Advisors LLC | 2,250 | $605.4K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,246 | $604.3K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,240 | $602.6K | 0.04% | +382+20.6% | Added |
| Lavaca Capital LLC | 2,238 | $602.1K | 0.27% | +3+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 2,232 | $600.6K | 0.02% | +76+3.5% | Added |
| Seven Mile Advisory | 2,230 | $600.0K | 0.40% | −13−0.6% | Reduced |
| Chapin Davis, Inc. | 2,229 | $599.6K | 0.20% | +2+0.1% | Added |
| Caas Capital Management LP | 2,227 | $599.2K | 0.28% | +1,157+108.1% | Added |
| Vicus Capital | 2,226 | $598.9K | 0.06% | +313+16.4% | Added |
| Tiemann Investment Advisors, LLC | 2,224 | $598.4K | 0.27% | −60−2.6% | Reduced |
| Tower Wealth Partners, Inc. | 2,222 | $597.8K | 0.32% | +344+18.3% | Added |
| Claris Advisors, LLC | 2,219 | $596.9K | 0.22% | +10.0% | Added |
| Charter Trust Co | 2,203 | $592.7K | 0.04% | −53−2.3% | Reduced |
| Soltis Investment Advisors LLC | 2,203 | $592.7K | 0.05% | +25+1.1% | Added |
| Security National Bank of So Dak | 2,200 | $591.9K | 0.33% | +100+4.8% | Added |
| Net Worth Advisory Group | 2,192 | $589.7K | 0.19% | +2,192 | New |
| Quantum Private Wealth, LLC | 2,190 | $589.2K | 0.22% | −50−2.2% | Reduced |
| Berger Financial Group, Inc | 2,187 | $588.3K | 0.04% | +77+3.6% | Added |
| Partnership Wealth Management, LLC | 2,185 | $588.0K | 0.50% | −41−1.8% | Reduced |
| Good Life Advisors, LLC | 2,170 | $583.9K | 0.04% | +208+10.6% | Added |
| Raleigh Capital Management Inc. | 2,168 | $583.2K | 0.26% | −155−6.7% | Reduced |
| Phoenix Wealth Advisors | 2,166 | $582.8K | 0.25% | +23+1.1% | Added |
| Paul Damon & Associates, Inc. | 2,166 | $582.7K | 0.36% | +537+33.0% | Added |
| Polymer Capital Management (US) LLC | 2,165 | $582.5K | 0.18% | +812+60.0% | Added |
| Bangor Savings Bank | 2,165 | $582.4K | 0.05% | +10.0% | Added |
| Wisconsin Wealth Advisors, LLC | 2,160 | $581.1K | 0.83% | −80−3.6% | Reduced |
| Pittenger & Anderson Inc | 2,158 | $580.6K | 0.02% | −350−14.0% | Reduced |
| Coign Capital Advisors LLC | 2,153 | $579.3K | 0.45% | −18−0.8% | Reduced |
| Integrity Alliance, LLC. | 2,151 | $578.7K | 0.02% | +2,151 | New |
| Acropolis Investment Management, LLC | 2,151 | $578.7K | 0.03% | −151−6.6% | Reduced |
| Adirondack Trust Co | 2,148 | $577.9K | 0.23% | +29+1.4% | Added |
| Richards, Merrill & Peterson, Inc. | 2,145 | $577.2K | 0.30% | +88+4.3% | Added |
| Addison Capital Co | 2,144 | $576.8K | 0.23% | 00.0% | Unchanged |
| Cypress Capital Group | 2,137 | $575.0K | 0.08% | +85+4.1% | Added |
| Enterprise Financial Services Corp | 2,134 | $574.2K | 0.34% | −15−0.7% | Reduced |
| Howland Capital Management LLC | 2,126 | $572.0K | 0.03% | −7−0.3% | Reduced |
| Crumly & Associates Inc. | 2,122 | $570.9K | 0.16% | −88−4.0% | Reduced |
| Horizon Family Wealth, Inc. | 2,121 | $570.7K | 0.38% | +2,121 | New |
| MONECO Advisors, LLC | 2,118 | $570.0K | 0.06% | +42+2.0% | Added |
| Schear Investment Advisers, LLC | 2,118 | $569.8K | 0.33% | +1,334+170.2% | Added |
| Horizon Wealth Management, LLC | 2,118 | $569.8K | 0.10% | +44+2.1% | Added |
| Precedent Wealth Partners, LLC | 2,117 | $569.6K | 0.16% | +53+2.6% | Added |
| Philip James Wealth Mangement, LLC | 2,116 | $569.3K | 0.07% | +4+0.2% | Added |
| VisionPoint Advisory Group, LLC | 2,112 | $568.2K | 0.19% | +170+8.8% | Added |
| Mattern Capital Management, LLC | 2,107 | $566.9K | 0.07% | +208+11.0% | Added |
| Macroview Investment Management LLC | 2,100 | $565.0K | 0.53% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,096 | $563.9K | 0.06% | −39−1.8% | Reduced |
| Waters Parkerson & Co., LLC | 2,095 | $563.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,084 | $560.7K | 0.01% | +65+3.2% | Added |
| Sand Hill Global Advisors, LLC | 2,082 | $560.2K | 0.02% | −13−0.6% | Reduced |
| LM Advisors LLC | 2,080 | $560.0K | 0.10% | +22+1.1% | Added |
| Camden National Bank | 2,079 | $559.4K | 0.08% | +167+8.7% | Added |
| Perennial Investment Advisors, LLC | 2,078 | $559.0K | 0.06% | +99+5.0% | Added |
| Keystone Wealth Services, LLC | 2,077 | $558.8K | 0.15% | −400−16.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,076 | $558.5K | 0.39% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,074 | $558.0K | 0.07% | −4−0.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,073 | $557.7K | 0.04% | −1,123−35.1% | Reduced |
| Aries Wealth Management | 2,073 | $557.7K | 0.15% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,409 | $557.3K | 0.18% | −145−5.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,066 | $555.9K | 0.21% | +272+15.2% | Added |
| Pacitti Group Inc. | 2,056 | $553.1K | 0.26% | +10.0% | Added |
| Brown, Lisle/Cummings, Inc. | 2,049 | $551.3K | 0.16% | +2+0.1% | Added |
| Engineers Gate Manager LP | 2,046 | $550.5K | 0.01% | +2,046 | New |