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 |
|---|---|---|---|---|---|
| Mainstream Capital Management LLC | 1,270 | $341.7K | 0.27% | −12−0.9% | Reduced |
| Ruggaard & Associates LLC | 1,270 | $341.6K | 0.15% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,269 | $341.4K | 0.10% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,264 | $340.2K | 0.02% | −537−29.8% | Reduced |
| Centerpoint Advisory Group | 1,264 | $340.1K | 0.33% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,257 | $338.3K | 0.08% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,257 | $338.2K | 0.18% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,256 | $337.9K | 0.01% | +387+44.5% | Added |
| Pinnacle Wealth Management, LLC | 1,255 | $337.7K | 0.38% | −7,209−85.2% | Reduced |
| Silverlake Wealth Management LLC | 1,254 | $337.5K | 0.13% | −2−0.2% | Reduced |
| Redmond Asset Management, LLC | 1,252 | $336.9K | 0.09% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,251 | $336.6K | 0.13% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,251 | $336.5K | 0.09% | +100+8.7% | Added |
| Kimelman & Baird, LLC | 1,250 | $336.3K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 1,249 | $336.0K | 0.20% | −240−16.1% | Reduced |
| Mendel Capital Management LLC | 1,247 | $335.6K | 0.20% | −17−1.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $335.5K | 0.15% | 00.0% | Unchanged |
| Libra Wealth LLC | 1,245 | $335.0K | 0.13% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 1,240 | $333.6K | 0.18% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 1,239 | $333.3K | 0.07% | +232+23.0% | Added |
| SFMG, LLC | 1,236 | $332.7K | 0.03% | +14+1.1% | Added |
| Family Firm, Inc. | 1,234 | $332.0K | 0.07% | +3+0.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 1,231 | $331.2K | 0.06% | +1,231 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,231 | $331.0K | 0.00% | +5+0.4% | Added |
| Versant Capital Management, Inc | 1,229 | $330.7K | 0.06% | +19+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 1,228 | $330.4K | 0.01% | −105−7.9% | Reduced |
| Kapstone Financial Advisors LLC | 1,227 | $330.1K | 0.19% | 00.0% | Unchanged |
| Firestone Capital Management | 1,225 | $329.6K | 0.09% | +10+0.8% | Added |
| West Michigan Advisors, LLC | 1,224 | $329.3K | 0.11% | +236+23.9% | Added |
| City State Bank | 1,223 | $329.0K | 0.11% | 00.0% | Unchanged |
| Key Financial Inc | 1,222 | $328.8K | 0.07% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,221 | $328.4K | 0.15% | +1+0.1% | Added |
| Elevated Capital Advisors, LLC | 1,221 | $328.4K | 0.09% | −243−16.6% | Reduced |
| Heartland Bank & Trust Co | 1,220 | $328.2K | 0.17% | −5−0.4% | Reduced |
| Middleton & Co Inc | 1,219 | $328.0K | 0.04% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,218 | $327.7K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,215 | $327.1K | 0.02% | −10−0.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,231 | $326.8K | 0.04% | +1+0.1% | Added |
| Rosenberg Matthew Hamilton | 1,214 | $326.6K | 0.08% | −15−1.2% | Reduced |
| Connecticut Wealth Management, LLC | 1,214 | $326.6K | 0.02% | +99+8.9% | Added |
| Bouchey Financial Group Ltd | 1,213 | $326.4K | 0.03% | +6+0.5% | Added |
| Hamilton Capital, LLC | 1,213 | $326.3K | 0.02% | −270−18.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,208 | $325.0K | 0.01% | −684−36.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,207 | $324.7K | 0.25% | +42+3.6% | Added |
| Hoxton Planning & Management, LLC | 1,206 | $324.5K | 0.12% | +2+0.2% | Added |
| Orca Wealth Management, LLC | 1,206 | $324.4K | 0.29% | +1,206 | New |
| Omega Financial Group, LLC | 1,200 | $322.9K | 0.12% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,198 | $322.3K | 0.08% | −3−0.2% | Reduced |
| Convergence Investment Partners, LLC | 1,197 | $322.0K | 0.09% | −160−11.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,085 | $322.0K | 0.11% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,197 | $322.0K | 0.11% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,196 | $321.9K | 0.13% | +177+17.4% | Added |
| Liberty Square Wealth Partners LLC | 1,193 | $321.0K | 0.12% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,192 | $320.7K | 0.03% | −450−27.4% | Reduced |
| Formidable Asset Management, LLC | 1,192 | $320.7K | 0.05% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,181 | $320.4K | 0.09% | −73−5.8% | Reduced |
| Howard Financial Services, Ltd. | 1,191 | $320.3K | 0.04% | −316−21.0% | Reduced |
| Capital Asset Advisory Services LLC | 1,159 | $319.1K | 0.02% | −257−18.1% | Reduced |
| Monticello Wealth Management, LLC | 1,184 | $318.6K | 0.03% | +19+1.6% | Added |
| AlphaCore Capital LLC | 1,177 | $316.8K | 0.03% | +232+24.6% | Added |
| Nadler Financial Group, Inc. | 1,177 | $316.7K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,177 | $316.7K | 0.12% | +27+2.3% | Added |
| Montgomery Investment Management Inc | 1,175 | $316.1K | 0.13% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,165 | $313.5K | 0.07% | −9−0.8% | Reduced |
| Old Port Advisors | 1,165 | $313.4K | 0.09% | +41+3.6% | Added |
| Encompass Wealth Advisors, LLC | 1,164 | $313.2K | 0.13% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,164 | $313.2K | 0.27% | +14+1.2% | Added |
| Vivaldi Capital Management, LLC | 1,164 | $313.2K | 0.05% | +298+34.4% | Added |
| Burton Enright Welch | 1,162 | $312.6K | 0.06% | −1−0.1% | Reduced |
| Gitterman Wealth Management, LLC | 1,161 | $312.4K | 0.08% | −525−31.1% | Reduced |
| MBB Public Markets I LLC | 1,161 | $312.4K | 0.04% | +1,161 | New |
| 1832 Asset Management L.P. | 1,158 | $311.6K | 0.00% | −665,799−99.8% | Reduced |
| FLC Capital Advisors | 1,155 | $310.8K | 0.07% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,163 | $309.9K | 0.03% | +1,163 | New |
| CVA Family Office, LLC | 1,148 | $308.9K | 0.05% | −9−0.8% | Reduced |
| Stegent Equity Advisors, Inc. | 1,147 | $308.6K | 0.31% | −53−4.4% | Reduced |
| Kessler Investment Group, LLC | 1,146 | $308.3K | 0.15% | +1,146 | New |
| Alliance Wealth Advisors, LLC | 1,145 | $308.1K | 0.08% | −38−3.2% | Reduced |
| Northwest Wealth Management, LLC | 1,145 | $308.1K | 0.06% | −3−0.3% | Reduced |
| Brass Tax Wealth Management, Inc | 1,141 | $306.9K | 0.06% | +1+0.1% | Added |
| Clifford Group, LLC | 1,136 | $305.6K | 0.29% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $304.3K | 0.05% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 1,127 | $303.2K | 0.31% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,122 | $301.8K | 0.17% | +302+36.8% | Added |
| Lafayette Investments, Inc. | 1,121 | $301.6K | 0.06% | −80−6.7% | Reduced |
| Novare Capital Management LLC | 1,119 | $301.1K | 0.03% | −85−7.1% | Reduced |
| Ehrlich Financial Group | 1,119 | $301.1K | 0.22% | +3+0.3% | Added |
| Visionary Wealth Advisors | 1,118 | $300.8K | 0.02% | +207+22.7% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 1,117 | $300.5K | 0.32% | −520−31.8% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,116 | $300.3K | 0.07% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,115 | $300.0K | 0.04% | −18−1.6% | Reduced |
| Dempze Nancy E | 1,115 | $300.0K | 0.18% | +115+11.5% | Added |
| SevenBridge Financial Group, LLC | 1,002 | $299.5K | 0.06% | +2+0.2% | Added |
| Kingsman Wealth Management, Inc. | 1,112 | $299.3K | 0.22% | +1,112 | New |
| Gallagher Fiduciary Advisors, LLC | 1,111 | $298.9K | 0.01% | −119−9.7% | Reduced |
| AGH Wealth Advisors, LLC | 1,111 | $298.9K | 0.29% | −25−2.2% | Reduced |
| Strait & Sound Wealth Management LLC | 1,107 | $297.8K | 0.14% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,107 | $297.7K | 0.05% | +42+3.9% | Added |
| Paradigm Financial Partners, LLC | 1,105 | $297.3K | 0.04% | +196+21.6% | Added |
| Berry Wealth Group, LP | 1,102 | $296.5K | 0.23% | +1,102 | New |