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 |
|---|---|---|---|---|---|
| Onefund, LLC | 1,498 | $403.0K | 0.41% | +6+0.4% | Added |
| Walker Asset Management, LLC | 1,495 | $402.2K | 0.24% | +3+0.2% | Added |
| Waldron Private Wealth LLC | 1,486 | $399.8K | 0.02% | −4,198−73.9% | Reduced |
| Fragasso Group Inc. | 1,484 | $399.4K | 0.03% | +28+1.9% | Added |
| Westover Capital Advisors, LLC | 1,482 | $398.7K | 0.09% | +62+4.4% | Added |
| Delta Asset Management LLC | 1,481 | $398.5K | 0.04% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,480 | $398.2K | 0.08% | −127−7.9% | Reduced |
| Sonora Investment Management Group, LLC | 1,476 | $397.0K | 0.03% | +613+71.0% | Added |
| Valmark Advisers, Inc. | 1,473 | $396.2K | 0.01% | −119−7.5% | Reduced |
| First Business Financial Services, Inc. | 1,468 | $395.0K | 0.04% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,468 | $394.9K | 0.09% | +696+90.2% | Added |
| Birchcreek Wealth Management, LLC | 1,465 | $394.1K | 0.25% | −105−6.7% | Reduced |
| Crew Capital Management, Ltd. | 1,460 | $392.8K | 0.32% | +15+1.0% | Added |
| Drive Wealth Management, LLC | 1,460 | $392.7K | 0.09% | −35−2.3% | Reduced |
| First National Corp | 1,456 | $391.7K | 0.09% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,455 | $391.4K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,454 | $391.2K | 0.23% | +127+9.6% | Added |
| OneAscent Wealth Management LLC | 1,453 | $391.0K | 0.17% | +25+1.8% | Added |
| HHM Wealth Advisors, LLC | 1,453 | $390.9K | 0.05% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,449 | $389.9K | 0.02% | +71+5.2% | Added |
| True North Advisors, LLC | 1,448 | $389.6K | 0.07% | +155+12.0% | Added |
| Austin Wealth Management, LLC | 1,453 | $388.4K | 0.08% | +79+5.7% | Added |
| Aprio Wealth Management, LLC | 1,443 | $388.2K | 0.05% | +335+30.2% | Added |
| East Coast Asset Management, LLC. | 1,442 | $388.0K | 0.14% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 1,440 | $387.5K | 0.06% | −946−39.6% | Reduced |
| Financial Advisors, LLC | 1,440 | $387.4K | 0.08% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,439 | $387.2K | 0.09% | +23+1.6% | Added |
| Centaurus Financial, Inc. | 1,438 | $387.0K | 0.02% | −167−10.4% | Reduced |
| Capital Performance Advisors LLP | 1,431 | $384.8K | 0.08% | +1,431 | New |
| Alpha Cubed Investments, LLC | 1,428 | $384.1K | 0.02% | +317+28.5% | Added |
| Consolidated Planning Corp | 1,426 | $383.7K | 0.05% | −17−1.2% | Reduced |
| Heritage Wealth Advisors | 1,426 | $383.7K | 0.02% | −4−0.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,424 | $383.1K | 0.07% | +50+3.6% | Added |
| Terra Nova Asset Management LLC | 1,419 | $381.8K | 0.30% | +3+0.2% | Added |
| Merrion Investment Management Co, LLC | 1,416 | $381.0K | 0.27% | −405−22.2% | Reduced |
| Forza Wealth Management, LLC | 1,416 | $381.0K | 0.17% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,415 | $380.7K | 0.18% | +18+1.3% | Added |
| Camden Capital, LLC | 1,414 | $380.4K | 0.04% | −64−4.3% | Reduced |
| UMA Financial Services, Inc. | 1,413 | $380.2K | 0.07% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,278 | $379.3K | 0.03% | 00.0% | Unchanged |
| Maia Wealth LLC | 1,482 | $378.5K | 0.09% | +90+6.5% | Added |
| TFR Capital, LLC. | 1,406 | $378.3K | 0.16% | +1,406 | New |
| Inscription Capital, LLC | 1,659 | $377.7K | 0.06% | +1,659 | New |
| Garner Asset Management Corp | 1,402 | $377.1K | 0.17% | −19−1.3% | Reduced |
| Hemenway Trust Co LLC | 1,400 | $376.7K | 0.03% | +1,400 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,390 | $376.1K | 0.03% | −53−3.7% | Reduced |
| FourThought Financial Partners, LLC | 1,392 | $374.5K | 0.04% | +35+2.6% | Added |
| Optas, LLC | 1,390 | $374.0K | 0.07% | +15+1.1% | Added |
| Willner & Heller, LLC | 1,384 | $372.3K | 0.34% | +28+2.1% | Added |
| Hyperion Capital Advisors LP | 1,380 | $371.3K | 0.20% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,377 | $370.5K | 0.04% | +5+0.4% | Added |
| Trust Co of Virginia | 1,376 | $370.2K | 0.03% | −105−7.1% | Reduced |
| Breed's Hill Capital LLC | 1,373 | $369.4K | 0.20% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,371 | $368.9K | 0.08% | −20−1.4% | Reduced |
| 17 Capital Partners, LLC | 1,368 | $368.1K | 0.24% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,365 | $367.3K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 1,361 | $366.3K | 0.10% | +121+9.8% | Added |
| Walkner Condon Financial Advisors LLC | 1,358 | $365.4K | 0.07% | +36+2.7% | Added |
| KLCM Advisors, Inc. | 1,358 | $365.2K | 0.04% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $365.0K | 0.16% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,356 | $364.8K | 0.37% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $364.8K | 0.03% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,353 | $364.0K | 0.15% | −47−3.4% | Reduced |
| Burns J W & Co Inc | 1,350 | $363.2K | 0.05% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,350 | $363.2K | 0.09% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,345 | $361.9K | 0.03% | +73+5.7% | Added |
| Shum Financial Group, Inc. | 1,345 | $361.9K | 0.31% | +236+21.3% | Added |
| Accretive Wealth Partners, LLC | 1,309 | $360.5K | 0.13% | +409+45.4% | Added |
| WealthShield Partners, LLC | 1,339 | $360.1K | 0.05% | +556+71.0% | Added |
| Nwam LLC | 1,336 | $359.5K | 0.03% | +118+9.7% | Added |
| Trust Co of the South | 1,336 | $359.5K | 0.08% | +30+2.3% | Added |
| Optimize Financial Inc | 1,334 | $358.9K | 0.14% | +1,334 | New |
| Pacific Capital Wealth Advisors, Inc | 1,332 | $358.4K | 0.06% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,330 | $357.8K | 0.02% | +18+1.4% | Added |
| Enclave Advisors LLC | 1,327 | $356.9K | 0.06% | −136−9.3% | Reduced |
| Wealthstar Advisors, LLC | 1,326 | $356.9K | 0.16% | +285+27.4% | Added |
| Sittner & Nelson, LLC | 1,325 | $356.5K | 0.15% | +1+0.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,322 | $355.7K | 0.17% | +342+34.9% | Added |
| Great Diamond Partners, LLC | 1,319 | $354.9K | 0.10% | +2+0.2% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,316 | $354.1K | 0.12% | +139+11.8% | Added |
| Valley National Advisers Inc | 1,318 | $354.0K | 0.06% | +146+12.5% | Added |
| Summit Asset Management, LLC | 1,315 | $353.8K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,311 | $353.0K | 0.05% | −6−0.5% | Reduced |
| Heritage Financial Services, LLC | 1,311 | $352.7K | 0.03% | 00.0% | Unchanged |
| BankPlus Trust Department | 1,311 | $352.7K | 0.12% | +83+6.8% | Added |
| Phillips Wealth Planners LLC | 1,404 | $352.6K | 0.37% | +464+49.4% | Added |
| Catalina Capital Group, LLC | 1,309 | $352.2K | 0.23% | −2,047−61.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $351.5K | 0.20% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $351.1K | 0.20% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,300 | $349.8K | 0.06% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,300 | $349.7K | 0.16% | +2+0.2% | Added |
| Advisors Management Group Inc | 1,295 | $348.0K | 0.08% | −3−0.2% | Reduced |
| Ballast, Inc. | 1,288 | $346.5K | 0.10% | +1,288 | New |
| Apollon Financial, LLC | 1,285 | $345.6K | 0.08% | +60+4.9% | Added |
| 4J Wealth Management LLC | 1,278 | $343.8K | 0.27% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,277 | $343.6K | 0.04% | +2+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 1,274 | $342.8K | 0.03% | −3−0.2% | Reduced |
| Mayfair Advisory Group, LLC | 1,273 | $342.5K | 0.20% | 00.0% | Unchanged |
| Washington Trust Bank | 1,271 | $342.0K | 0.03% | −1,211−48.8% | Reduced |
| Stockman Wealth Management, Inc. | 1,270 | $341.7K | 0.05% | −13−1.0% | Reduced |