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 |
|---|---|---|---|---|---|
| Oliver Luxxe Assets LLC | 2,041 | $549.1K | 0.10% | −16,543−89.0% | Reduced |
| Delaney Dennis R | 2,040 | $548.9K | 0.30% | +2,040 | New |
| Astoria Portfolio Advisors LLC. | 2,104 | $547.4K | 0.19% | +28+1.3% | Added |
| Wela Strategies, Inc. | 2,032 | $546.8K | 0.23% | +85+4.4% | Added |
| Atala Financial Inc | 2,032 | $546.7K | 0.41% | 00.0% | Unchanged |
| Compass Capital Corp | 2,035 | $546.5K | 0.29% | +731+56.1% | Added |
| KPP Advisory Services LLC | 2,026 | $545.0K | 0.10% | +215+11.9% | Added |
| KKM Financial LLC | 2,025 | $544.8K | 0.23% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 2,024 | $544.4K | 0.25% | −7−0.3% | Reduced |
| Calton & Associates, Inc. | 2,020 | $543.5K | 0.12% | +1,272+170.1% | Added |
| ORBA Wealth Advisors, L.L.C. | 2,017 | $542.7K | 0.27% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,014 | $541.9K | 0.19% | −54−2.6% | Reduced |
| Sunburst Financial Group, LLC | 2,012 | $541.3K | 0.13% | −200−9.0% | Reduced |
| Signature Wealth Management Partners, LLC | 2,010 | $540.8K | 0.35% | −126−5.9% | Reduced |
| Thrive Wealth Management, LLC | 2,002 | $538.5K | 0.10% | −61−3.0% | Reduced |
| Harbor Advisors LLC | 2,000 | $538.1K | 0.09% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $538.1K | 0.52% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 2,000 | $538.1K | 0.28% | +1,125+128.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $538.0K | 0.29% | −7,000−77.8% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $538.0K | 0.46% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 1,997 | $537.4K | 0.12% | +88+4.6% | Added |
| Ballast Advisors LLC | 1,990 | $535.4K | 0.17% | −427−17.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,991 | $535.0K | 0.13% | +22+1.1% | Added |
| Prostatis Group LLC | 1,987 | $534.6K | 0.17% | −3−0.2% | Reduced |
| Genesee Capital Advisors, LLC | 1,986 | $534.3K | 0.27% | −25−1.2% | Reduced |
| LMCG Investments, LLC | 1,983 | $533.5K | 0.04% | −5−0.3% | Reduced |
| Wealth Group, Ltd. | 1,979 | $532.0K | 0.34% | +334+20.3% | Added |
| Allen Investment Management LLC | 1,976 | $531.6K | 0.01% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,976 | $531.6K | 0.04% | +70+3.7% | Added |
| Blume Capital Management, Inc. | 1,963 | $528.1K | 0.12% | −86−4.2% | Reduced |
| Davis Investment Partners, LLC | 2,065 | $527.4K | 0.23% | −5,741−73.5% | Reduced |
| Davidson Trust Co | 1,959 | $527.1K | 0.25% | +310+18.8% | Added |
| Harvest Fund Management Co., Ltd | 1,944 | $523.0K | 0.03% | −9,672−83.3% | Reduced |
| Zions Bancorporation, National Association | 1,943 | $522.8K | 0.03% | +1,943 | New |
| Avidian Wealth Solutions, LLC | 1,933 | $520.1K | 0.02% | +22+1.2% | Added |
| Independent Family Office, LLC | 1,932 | $519.8K | 0.27% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 1,930 | $519.3K | 0.12% | +1,000+107.5% | Added |
| Beach Investment Counsel Inc | 1,930 | $519.0K | 0.08% | −845−30.5% | Reduced |
| Keudell/Morrison Wealth Management | 1,927 | $518.5K | 0.12% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,920 | $516.6K | 0.05% | −1,931−50.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,910 | $514.4K | 0.35% | −184−8.8% | Reduced |
| Rossmore Private Capital | 1,910 | $513.8K | 0.06% | −194−9.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,909 | $513.5K | 0.47% | −1,925−50.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,902 | $511.7K | 0.05% | −86−4.3% | Reduced |
| Wittenberg Investment Management, Inc. | 1,900 | $511.2K | 0.23% | −510−21.2% | Reduced |
| Cairn Investment Group, Inc. | 1,900 | $511.0K | 0.29% | 00.0% | Unchanged |
| Optima Capital LLC | 1,897 | $510.4K | 0.33% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,893 | $509.3K | 0.04% | +25+1.3% | Added |
| R Squared Ltd | 1,890 | $508.5K | 0.54% | +1,890 | New |
| Prairieview Wealth Partners, LLC | 1,889 | $508.2K | 0.62% | +71+3.9% | Added |
| Gryphon Financial Partners LLC | 1,888 | $508.0K | 0.07% | +738+64.2% | Added |
| Kathmere Capital Management, LLC | 1,886 | $507.4K | 0.04% | +95+5.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,884 | $506.9K | 0.06% | +250+15.3% | Added |
| Howe & Rusling Inc | 1,877 | $505.0K | 0.04% | +43+2.3% | Added |
| Mechanics Financial Corp | 1,876 | $504.7K | 0.23% | +116+6.6% | Added |
| Ridgecrest Wealth Partners, LLC | 1,873 | $503.9K | 0.26% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,872 | $503.6K | 0.12% | +253+15.6% | Added |
| Keystone Financial Group | 1,870 | $503.1K | 0.05% | +17+0.9% | Added |
| Brookwood Investment Group LLC | 1,864 | $501.4K | 0.09% | +1,864 | New |
| Advisory Alpha, LLC | 1,860 | $500.5K | 0.02% | +253+15.7% | Added |
| Annex Advisory Services, LLC | 1,860 | $500.4K | 0.01% | +310+20.0% | Added |
| Sage Private Wealth Group, LLC | 1,858 | $500.2K | 0.38% | +9+0.5% | Added |
| Integrated Investment Consultants, LLC | 1,855 | $499.1K | 0.10% | +112+6.4% | Added |
| Whitener Capital Management, Inc. | 1,845 | $496.4K | 0.14% | −95−4.9% | Reduced |
| Liberty Wealth Management LLC | 1,839 | $494.7K | 0.09% | −26−1.4% | Reduced |
| Heritage Wealth Management, Inc. | 1,834 | $493.4K | 0.17% | +465+34.0% | Added |
| Peachtree Investment Partners, LLC | 1,829 | $492.2K | 0.19% | +600+48.8% | Added |
| Missouri Trust & Investment Co | 1,828 | $491.8K | 0.17% | −32−1.7% | Reduced |
| Fairbanks Capital Management, Inc. | 1,825 | $491.0K | 0.32% | −106−5.5% | Reduced |
| Blue Fin Capital, Inc. | 1,824 | $490.7K | 0.10% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,826 | $490.4K | 0.29% | +619+51.3% | Added |
| Cassaday & Co Wealth Management LLC | 1,822 | $490.3K | 0.01% | −97−5.1% | Reduced |
| Custom Index Systems, LLC | 1,810 | $487.0K | 0.25% | −824−31.3% | Reduced |
| Flagship Private Wealth, LLC | 1,805 | $485.8K | 0.23% | −301−14.3% | Reduced |
| Board of the Pension Protection Fund | 1,800 | $484.3K | 0.55% | −1,800−50.0% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,798 | $483.8K | 0.11% | +1+0.1% | Added |
| West Family Investments, Inc. | 1,796 | $483.2K | 0.18% | −22−1.2% | Reduced |
| Cromwell Holdings LLC | 1,793 | $482.4K | 0.31% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,793 | $482.3K | 0.08% | +12+0.7% | Added |
| Allred Capital Management, LLC | 1,789 | $481.5K | 0.19% | +1+0.1% | Added |
| RNC Capital Management LLC | 1,789 | $481.3K | 0.02% | −3,142−63.7% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,783 | $479.7K | 0.39% | +1,783 | New |
| Thompson Investment Management, Inc. | 1,781 | $479.2K | 0.07% | 00.0% | Unchanged |
| Wealthquest Corp | 1,772 | $476.8K | 0.04% | +4+0.2% | Added |
| Arcataur Capital Management LLC | 1,770 | $476.2K | 0.16% | −170−8.8% | Reduced |
| Callan Capital, LLC | 1,770 | $476.2K | 0.04% | +305+20.8% | Added |
| Stonegate Investment Group, LLC | 1,770 | $476.1K | 0.01% | −67−3.6% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,769 | $475.9K | 0.13% | +1,769 | New |
| Relyea Zuckerberg Hanson LLC | 1,761 | $473.8K | 0.06% | −417−19.1% | Reduced |
| Bullock Wealth Management Group | 1,751 | $473.6K | 0.26% | +1+0.1% | Added |
| Wrapmanager Inc | 1,759 | $473.5K | 0.12% | +1,759 | New |
| Navellier & Associates Inc | 1,700 | $472.7K | 0.07% | −1,626−48.9% | Reduced |
| Integrated Advisors Network LLC | 1,756 | $472.4K | 0.02% | −80−4.4% | Reduced |
| Worth Financial Advisory Group, LLC | 1,748 | $470.4K | 0.30% | +101+6.1% | Added |
| Kozak & Associates, Inc. | 1,834 | $468.4K | 0.12% | +2+0.1% | Added |
| Ellis Investment Partners, LLC | 1,738 | $467.6K | 0.10% | +1+0.1% | Added |
| Barton Investment Management | 1,735 | $466.8K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,730 | $465.5K | 0.02% | +1,730 | New |
| Sentinus, LLC | 1,728 | $465.0K | 0.13% | +38+2.2% | Added |
| Fountainhead AM, LLC | 1,715 | $461.4K | 0.08% | +137+8.7% | Added |