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 |
|---|---|---|---|---|---|
| Ariston Services Group | 1,099 | $295.7K | 0.25% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 1,097 | $295.2K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 1,095 | $294.6K | 0.03% | +642+141.7% | Added |
| Victory Financial Group, LLC | 1,090 | $293.8K | 0.06% | +1,090 | New |
| Arlington Trust Co LLC | 1,091 | $293.5K | 0.06% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,088 | $292.8K | 0.02% | +1,088 | New |
| Paragon Capital Management Ltd | 1,087 | $292.5K | 0.06% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 1,085 | $291.9K | 0.25% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,078 | $291.7K | 0.09% | +225+26.4% | Added |
| BTC Capital Management, Inc. | 1,084 | $291.6K | 0.03% | −3−0.3% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,084 | $291.6K | 0.60% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,081 | $290.8K | 0.03% | +13+1.2% | Added |
| Saxony Capital Management, LLC | 1,078 | $290.0K | 0.25% | +20+1.9% | Added |
| Godsey & Gibb Associates | 1,076 | $289.5K | 0.03% | −20−1.8% | Reduced |
| Bristlecone Advisors, LLC | 1,076 | $289.5K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,075 | $289.2K | 0.11% | +49+4.8% | Added |
| Humankind Investments LLC | 1,073 | $288.7K | 0.07% | −16−1.5% | Reduced |
| NDVR, Inc. | 1,073 | $288.7K | 0.29% | −1−0.1% | Reduced |
| Wedge Capital Management L L P | 1,073 | $288.7K | 0.01% | +147+15.9% | Added |
| Mezzasalma Advisors, LLC | 1,070 | $287.9K | 0.10% | +80+8.1% | Added |
| Abacus Planning Group, Inc. | 1,068 | $287.3K | 0.05% | +2+0.2% | Added |
| NorthStar Asset Management LLC | 1,067 | $287.1K | 0.18% | −8−0.7% | Reduced |
| Claris Financial LLC | 964 | $286.2K | 0.19% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,063 | $286.0K | 0.06% | −13−1.2% | Reduced |
| Act Two Investors LLC | 1,060 | $285.2K | 0.06% | −585−35.6% | Reduced |
| Farmers & Merchants Investments Inc | 1,059 | $284.9K | 0.01% | +169+19.0% | Added |
| Planning Alternatives Ltd | 1,058 | $284.7K | 0.04% | +1,058 | New |
| Guyasuta Investment Advisors Inc | 1,055 | $283.8K | 0.02% | 00.0% | Unchanged |
| Tillman Hartley LLC | 1,054 | $283.6K | 0.08% | −306−22.5% | Reduced |
| Avantra Family Wealth, Inc. | 1,049 | $282.2K | 0.27% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 1,046 | $281.5K | 0.11% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,045 | $281.2K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,042 | $280.4K | 0.03% | −6−0.6% | Reduced |
| Petrus Trust Company, LTA | 1,041 | $280.1K | 0.03% | +1,041 | New |
| Old North State Trust, LLC | 943 | $280.0K | 0.18% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,040 | $279.8K | 0.10% | +1,040 | New |
| Northwest Quadrant Wealth Management, LLC | 1,039 | $279.5K | 0.07% | +1+0.1% | Added |
| Greenwich Wealth Management LLC | 1,038 | $279.0K | 0.02% | −356−25.5% | Reduced |
| Flagship Wealth Advisors, LLC | 1,036 | $278.8K | 0.12% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,036 | $278.7K | 0.21% | −50−4.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,046 | $278.7K | 0.12% | 00.0% | Unchanged |
| 111 Capital | 1,033 | $277.9K | 0.05% | +1,033 | New |
| BIP Wealth, LLC | 1,032 | $277.7K | 0.02% | +1+0.1% | Added |
| EntryPoint Capital, LLC | 1,032 | $277.7K | 0.13% | +1,032 | New |
| Lineweaver Wealth Advisors, LLC | 1,029 | $277.5K | 0.05% | −22−2.1% | Reduced |
| May Hill Capital, LLC | 1,029 | $276.9K | 0.10% | −41−3.8% | Reduced |
| Park Capital Management, LLC | 1,027 | $276.4K | 0.32% | +45+4.6% | Added |
| BluePointe Capital Management, LLC | 1,025 | $275.8K | 0.11% | +200+24.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 1,025 | $275.8K | 0.04% | −1−0.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,020 | $274.4K | 0.20% | −240−19.0% | Reduced |
| Wealth Advisory Solutions, LLC | 1,019 | $274.2K | 0.07% | −769−43.0% | Reduced |
| Stonebridge Capital Management Inc | 1,020 | $274.0K | 0.12% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,017 | $273.5K | 0.03% | −887−46.6% | Reduced |
| Princeton Capital Management LLC | 1,016 | $273.4K | 0.10% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,015 | $273.1K | 0.08% | −650−39.0% | Reduced |
| Tortoise Investment Management, LLC | 1,014 | $272.8K | 0.03% | −263−20.6% | Reduced |
| Buckley Wealth Management, LLC | 1,013 | $272.5K | 0.08% | −71−6.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,007 | $271.0K | 0.13% | +2+0.2% | Added |
| CRA Financial Services, LLC | 1,005 | $270.4K | 0.05% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,005 | $270.4K | 0.08% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,005 | $270.4K | 0.01% | +20+2.0% | Added |
| Sovran Advisors, LLC | 1,073 | $269.7K | 0.04% | −87−7.5% | Reduced |
| Acima Private Wealth, LLC | 1,000 | $269.1K | 0.10% | −2,000−66.7% | Reduced |
| Wexford Capital LP | 1,000 | $269.1K | 0.07% | −300−23.1% | Reduced |
| Old Second National Bank of Aurora | 1,000 | $269.1K | 0.06% | −10−1.0% | Reduced |
| Aurdan Capital Management, LLC | 1,000 | $269.1K | 0.10% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,000 | $269.1K | 0.03% | +45+4.7% | Added |
| Rakuten Securities, Inc. | 1,000 | $269.1K | 0.14% | +407+68.6% | Added |
| Sierra Capital LLC | 1,001 | $269.0K | 0.03% | −862−46.3% | Reduced |
| Close Asset Management Ltd | 1,001 | $269.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $269.0K | 0.19% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,000 | $269.0K | 0.00% | +1,000 | New |
| Eagle Bay Advisors LLC | 998 | $268.4K | 0.23% | −15−1.5% | Reduced |
| Monument Capital Management | 997 | $268.3K | 0.08% | −53−5.0% | Reduced |
| Correct Capital Wealth Management | 996 | $267.9K | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 993 | $267.3K | 0.03% | −143−12.6% | Reduced |
| Charles Schwab Trust Co | 993 | $267.2K | 0.02% | +993 | New |
| Allied Investment Advisors, LLC | 989 | $266.1K | 0.05% | 00.0% | Unchanged |
| Vista Investment Management | 982 | $264.3K | 0.10% | −102−9.4% | Reduced |
| Safeguard Financial, LLC | 982 | $264.3K | 0.06% | −134−12.0% | Reduced |
| NavPoint Financial, Inc. | 981 | $263.9K | 0.19% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 977 | $262.7K | 0.03% | +977 | New |
| Cowa, LLC | 975 | $262.3K | 0.11% | 00.0% | Unchanged |
| XY Capital Ltd | 974 | $262.1K | 0.17% | +820+532.5% | Added |
| Hopwood Financial Services, Inc. | 972 | $261.5K | 0.20% | −45−4.4% | Reduced |
| Simplicity Wealth,LLC | 970 | $261.1K | 0.02% | −573−37.1% | Reduced |
| Weatherly Asset Management L. P. | 969 | $260.7K | 0.02% | +114+13.3% | Added |
| Apella Capital, LLC | 992 | $260.3K | 0.01% | +61+6.6% | Added |
| Independence Bank of Kentucky | 965 | $259.6K | 0.04% | −25−2.5% | Reduced |
| Royal Fund Management, LLC | 964 | $259.4K | 0.03% | +2+0.2% | Added |
| Sunpointe, LLC | 964 | $259.3K | 0.14% | −13−1.3% | Reduced |
| Second Half Financial Partners, LLC | 963 | $259.1K | 0.13% | +22+2.3% | Added |
| Tobam | 963 | $259.0K | 0.11% | −873−47.5% | Reduced |
| Harbor Group, Inc. | 960 | $258.2K | 0.05% | +2+0.2% | Added |
| Plan A Wealth LLC | 959 | $258.0K | 0.20% | +959 | New |
| Cornerstone Advisory, LLC | 934 | $257.1K | 0.03% | +113+13.8% | Added |
| CJM Wealth Advisers, Ltd. | 953 | $256.4K | 0.09% | −96−9.2% | Reduced |
| Acadian Asset Management LLC | 950 | $255.0K | 0.00% | −12,765−93.1% | Reduced |
| Transform Wealth, LLC | 946 | $254.5K | 0.02% | +946 | New |
| Ackerman Capital Advisors, LLC | 946 | $254.5K | 0.07% | 00.0% | Unchanged |