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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 1,706 | $459.0K | 0.70% | −1,459−46.1% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $457.4K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,699 | $457.1K | 0.07% | −50−2.9% | Reduced |
| NFP Retirement, Inc. | 1,695 | $456.0K | 0.04% | 00.0% | Unchanged |
| Motco | 1,692 | $455.2K | 0.05% | +167+11.0% | Added |
| Burney Co | 1,689 | $454.4K | 0.02% | +13+0.8% | Added |
| Foster & Motley Inc | 1,687 | $454.0K | 0.03% | −29−1.7% | Reduced |
| Harbour Trust & Investment Management Co | 1,687 | $453.9K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,687 | $453.8K | 0.04% | −258−13.3% | Reduced |
| Severin Investments, LLC | 1,686 | $453.6K | 0.45% | −28−1.6% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $453.4K | 0.24% | 00.0% | Unchanged |
| Schubert & Co | 1,684 | $453.1K | 0.31% | +30+1.8% | Added |
| Northside Capital Management, LLC | 1,683 | $452.8K | 0.07% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,681 | $452.3K | 0.09% | 00.0% | Unchanged |
| City Holding Co | 1,674 | $450.4K | 0.06% | +78+4.9% | Added |
| 1858 Wealth Management, LLC | 1,673 | $450.1K | 0.38% | −823−33.0% | Reduced |
| Apexium Financial, LP | 1,664 | $447.7K | 0.03% | −604−26.6% | Reduced |
| Exencial Wealth Advisors, LLC | 1,664 | $447.6K | 0.02% | +110+7.1% | Added |
| Accel Wealth Management | 1,662 | $447.3K | 0.16% | +27+1.7% | Added |
| Petros Family Wealth, LLC | 1,661 | $446.9K | 0.50% | +108+7.0% | Added |
| Hemington Wealth Management | 1,661 | $446.0K | 0.07% | +38+2.3% | Added |
| Meadow Creek Wealth Advisors LLC | 1,654 | $445.0K | 0.33% | +9+0.5% | Added |
| Oxbow Advisors, LLC | 1,653 | $444.7K | 0.05% | 00.0% | Unchanged |
| Dearborn Partners LLC | 1,651 | $444.2K | 0.02% | −10−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,649 | $443.8K | 0.06% | −598−26.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,649 | $443.7K | 0.17% | +5+0.3% | Added |
| Retirement Planning Group | 1,648 | $443.3K | 0.02% | +237+16.8% | Added |
| Pines Wealth Management, LLC | 1,915 | $443.1K | 0.20% | −110−5.4% | Reduced |
| Northeast Financial Consultants Inc | 1,646 | $442.9K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 1,645 | $442.7K | 0.03% | −200−10.8% | Reduced |
| Acorn Wealth Advisors, LLC | 1,644 | $442.2K | 0.18% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,641 | $441.5K | 0.18% | +58+3.7% | Added |
| Brown Miller Wealth Management, LLC | 1,640 | $441.2K | 0.15% | +820+100.0% | Added |
| MBL Wealth, LLC | 1,634 | $439.6K | 0.04% | +34+2.1% | Added |
| Evergreen Wealth Solutions, LLC | 1,631 | $438.9K | 0.30% | −120−6.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,631 | $438.9K | 0.17% | −20−1.2% | Reduced |
| Amplius Wealth Advisors, LLC | 1,630 | $438.6K | 0.05% | +3+0.2% | Added |
| Copley Financial Group, Inc. | 1,624 | $436.9K | 0.33% | −47−2.8% | Reduced |
| Revolve Wealth Partners, LLC | 1,620 | $435.9K | 0.06% | +40+2.5% | Added |
| Union Bancaire Privee, UBP SA | 1,603 | $435.1K | 0.01% | −1,173−42.3% | Reduced |
| Rockbridge Investment Management, LCC | 1,615 | $434.5K | 0.05% | +25+1.6% | Added |
| Atlantic Trust, LLC | 1,614 | $434.2K | 0.10% | −130−7.5% | Reduced |
| Peterson Wealth Services | 1,613 | $434.0K | 0.13% | +1+0.1% | Added |
| Impact Capital Partners LLC | 1,612 | $433.7K | 0.16% | −31−1.9% | Reduced |
| RiverFront Investment Group, LLC | 1,612 | $433.7K | 0.01% | +161+11.1% | Added |
| Ancora Advisors, LLC | 1,612 | $433.6K | 0.01% | +200+14.2% | Added |
| Sovereign Financial Group, Inc. | 1,611 | $433.4K | 0.10% | +3+0.2% | Added |
| MEMBERS Trust Co | 1,611 | $433.4K | 0.02% | −267−14.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,607 | $432.4K | 0.15% | +2+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 1,603 | $431.3K | 0.08% | −1,600−50.0% | Reduced |
| Trilogy Capital Inc. | 1,603 | $431.3K | 0.02% | −40−2.4% | Reduced |
| Aveo Capital Partners, LLC | 1,557 | $430.1K | 0.07% | −142−8.4% | Reduced |
| XML Financial, LLC | 1,598 | $429.9K | 0.04% | −150−8.6% | Reduced |
| Tyche Wealth Partners LLC | 1,596 | $429.4K | 0.09% | +251+18.7% | Added |
| David Loasby | 1,737 | $428.9K | 0.04% | −6−0.3% | Reduced |
| Clarendon Private LLC | 1,593 | $428.6K | 0.45% | −552−25.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,592 | $428.2K | 0.03% | +149+10.3% | Added |
| KFA Private Wealth Group, LLC | 1,589 | $427.5K | 0.15% | +5+0.3% | Added |
| Rebalance, LLC | 1,585 | $426.4K | 0.03% | −191−10.8% | Reduced |
| Kelman-Lazarov, Inc. | 1,585 | $426.4K | 0.08% | +9+0.6% | Added |
| Jaffetilchin Investment Partners, LLC | 1,581 | $425.4K | 0.03% | +283+21.8% | Added |
| Fairfield, Bush & Co. | 1,580 | $425.1K | 0.27% | +150+10.5% | Added |
| Legacy Financial Strategies, LLC | 1,576 | $424.0K | 0.09% | −67−4.1% | Reduced |
| Y.D. More Investments Ltd | 1,576 | $423.8K | 0.04% | +28+1.8% | Added |
| Agate Pass Investment Management, LLC | 1,570 | $422.4K | 0.18% | −150−8.7% | Reduced |
| Monterey Private Wealth, Inc. | 1,570 | $422.3K | 0.12% | +2+0.1% | Added |
| Alteri Wealth LLC | 1,568 | $421.9K | 0.19% | −650−29.3% | Reduced |
| Fidelity D & D Bancorp Inc | 1,560 | $419.7K | 0.28% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,559 | $419.5K | 0.12% | +5+0.3% | Added |
| North Capital, Inc. | 1,557 | $418.9K | 0.40% | +1,557 | New |
| Silver Oak Securities, Inc | 1,574 | $417.7K | 0.04% | +150+10.5% | Added |
| Toth Financial Advisory Corp | 1,552 | $417.5K | 0.05% | −321−17.1% | Reduced |
| N.E.W. Advisory Services LLC | 1,551 | $417.3K | 0.03% | +674+76.9% | Added |
| First National Bank | 1,547 | $416.2K | 0.27% | −102−6.2% | Reduced |
| Nautilus Advisors LLC | 1,544 | $415.3K | 0.34% | +91+6.3% | Added |
| 626 Financial, LLC | 1,542 | $414.8K | 0.21% | +1+0.1% | Added |
| Sivia Capital Partners, LLC | 1,538 | $413.8K | 0.19% | +88+6.1% | Added |
| Centric Wealth Management | 1,534 | $412.6K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 1,532 | $412.2K | 0.01% | +800+109.3% | Added |
| Windsor Capital Management, LLC | 1,529 | $411.3K | 0.13% | −97−6.0% | Reduced |
| Abel Hall, LLC | 1,528 | $411.1K | 0.25% | +488+46.9% | Added |
| Fort Washington Investment Advisors Inc | 1,526 | $410.6K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 1,525 | $410.3K | 0.21% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,525 | $410.3K | 0.30% | +245+19.1% | Added |
| Cinctive Capital Management LP | 1,525 | $410.3K | 0.03% | +1,525 | New |
| Investors Research Corp | 1,524 | $410.0K | 0.09% | −170−10.0% | Reduced |
| MV Capital Management, Inc. | 1,522 | $409.5K | 0.04% | 00.0% | Unchanged |
| LCNB Corp | 1,522 | $409.5K | 0.15% | −58−3.7% | Reduced |
| Redwood Investment Management, LLC | 1,517 | $408.0K | 0.04% | −4,882−76.3% | Reduced |
| Northwest Bancshares, Inc. | 1,509 | $406.0K | 0.07% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,504 | $405.0K | 0.06% | +1,504 | New |
| Professional Advisory Services Inc | 1,500 | $404.0K | 0.06% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,503 | $404.0K | 0.03% | +1,503 | New |
| Veritas Investment Partners (UK) Ltd. | 1,500 | $403.7K | 0.01% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 1,500 | $403.6K | 0.15% | −900−37.5% | Reduced |
| Bramshill Investments, LLC | 1,500 | $403.6K | 0.04% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,500 | $403.6K | 0.05% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $403.6K | 0.04% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,500 | $403.6K | 0.30% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 1,500 | $403.6K | 0.08% | +1,500 | New |