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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 945 | $254.3K | 0.00% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 943 | $253.7K | 0.07% | −32−3.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 942 | $253.4K | 0.01% | −2−0.2% | Reduced |
| Quadcap Wealth Management, LLC | 940 | $252.8K | 0.04% | +43+4.8% | Added |
| Legacy Capital Wealth Partners, LLC | 939 | $252.6K | 0.06% | −204−17.8% | Reduced |
| Marest Capital, LLC | 938 | $252.3K | 0.21% | +2+0.2% | Added |
| HC Advisors, LLC | 937 | $252.1K | 0.19% | +2+0.2% | Added |
| GWN Securities Inc. | 936 | $252.1K | 0.01% | +159+20.5% | Added |
| General Partner, Inc. | 936 | $251.8K | 0.16% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 935 | $251.6K | 0.11% | +935 | New |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $250.8K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 931 | $250.5K | 0.05% | +20+2.2% | Added |
| Broadway Wealth Solutions, Inc. | 929 | $249.9K | 0.18% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 925 | $248.9K | 0.03% | −23−2.4% | Reduced |
| WT Wealth Management | 923 | $248.3K | 0.08% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 921 | $247.8K | 0.02% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 920 | $247.5K | 0.22% | +920 | New |
| Stephenson & Company, Inc. | 918 | $247.0K | 0.16% | 00.0% | Unchanged |
| ASB Consultores, LLC | 917 | $246.7K | 0.16% | −1,609−63.7% | Reduced |
| Betterment LLC | 915 | $246.0K | 0.00% | −29−3.1% | Reduced |
| Avion Wealth | 830 | $246.0K | 0.06% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 925 | $245.6K | 0.26% | −31−3.2% | Reduced |
| Meritage Portfolio Management | 909 | $244.6K | 0.02% | −20−2.2% | Reduced |
| Omnia Family Wealth, LLC | 905 | $243.6K | 0.10% | +210+30.2% | Added |
| Capula Management Ltd | 904 | $243.2K | 0.00% | +171+23.3% | Added |
| Costello Asset Management, INC | 903 | $243.1K | 0.10% | +903 | New |
| TFB Advisors LLC | 903 | $243.0K | 0.07% | −84−8.5% | Reduced |
| Meridian Investment Counsel Inc. | 903 | $243.0K | 0.07% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 901 | $242.4K | 0.22% | +147+19.5% | Added |
| Talbot Financial, LLC | 900 | $242.1K | 0.03% | 00.0% | Unchanged |
| New Republic Capital, LLC | 897 | $241.3K | 0.10% | −80−8.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 891 | $239.8K | 0.03% | +79+9.7% | Added |
| BayBridge Capital Group, LLC | 889 | $239.3K | 0.17% | −4,813−84.4% | Reduced |
| West Branch Capital LLC | 889 | $239.2K | 0.08% | −857−49.1% | Reduced |
| JGP Wealth Management, LLC | 886 | $238.4K | 0.03% | +25+2.9% | Added |
| Ellenbecker Investment Group | 883 | $237.8K | 0.04% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 882 | $237.4K | 0.08% | +882 | New |
| Barlow Wealth Partners, Inc. | 896 | $237.3K | 0.03% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 880 | $236.8K | 0.03% | +880 | New |
| Advisor Resource Council | 2,740 | $236.6K | 0.02% | +2,740 | New |
| Bellwether Advisors, LLC | 879 | $236.5K | 0.05% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 876 | $236.0K | 0.00% | +117+15.4% | Added |
| Gibbs Wealth Management | 874 | $235.2K | 0.06% | +45+5.4% | Added |
| Intrust Bank NA | 872 | $234.6K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 790 | $234.5K | 0.07% | 00.0% | Unchanged |
| BNP Paribas | 500 | $234.4K | 0.01% | +77+18.2% | Added |
| Lumbard & Kellner, LLC | 870 | $234.1K | 0.10% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 868 | $233.5K | 0.07% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 871 | $232.6K | 0.11% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 819 | $232.3K | 0.12% | +6+0.7% | Added |
| Mustard Seed Financial, LLC | 863 | $232.2K | 0.19% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 863 | $232.2K | 0.01% | +5+0.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 861 | $231.7K | 0.01% | −13−1.5% | Reduced |
| Smith & Howard Wealth Management, LLC | 861 | $231.5K | 0.06% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 860 | $231.4K | 0.15% | −333−27.9% | Reduced |
| Sandbox Financial Partners, LLC | 858 | $230.8K | 0.08% | +1+0.1% | Added |
| Phoenix Holdings Ltd. | 852 | $230.4K | 0.00% | +852 | New |
| Port Capital LLC | 853 | $230.0K | 0.01% | −64−7.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 851 | $229.1K | 0.09% | −111−11.5% | Reduced |
| One Day In July LLC | 851 | $229.0K | 0.02% | −324−27.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 851 | $229.0K | 0.01% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 850 | $228.7K | 0.24% | −200−19.0% | Reduced |
| Goepper Burkhardt LLC | 850 | $228.7K | 0.09% | 00.0% | Unchanged |
| Jacobsen Capital Management | 850 | $228.7K | 0.10% | +23+2.8% | Added |
| Sheets Smith Wealth Management | 848 | $228.2K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 848 | $228.2K | 0.03% | −74−8.0% | Reduced |
| Donaldson Capital Management, LLC | 847 | $228.0K | 0.01% | +847 | New |
| apricus wealth, LLC | 847 | $227.9K | 0.14% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 845 | $227.3K | 0.04% | −84−9.0% | Reduced |
| Wealth Management Nebraska | 844 | $227.1K | 0.03% | +844 | New |
| PFG Private Wealth Management, LLC | 842 | $226.5K | 0.12% | −57−6.3% | Reduced |
| M. Kraus & Co | 841 | $226.3K | 0.07% | −10−1.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 840 | $226.0K | 0.02% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 838 | $225.4K | 0.12% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 837 | $225.2K | 0.09% | 00.0% | Unchanged |
| Antonelli Financial Advisors, LLC | 835 | $224.7K | 0.18% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 831 | $223.6K | 0.02% | +831 | New |
| Klingman & Associates, LLC | 831 | $223.6K | 0.01% | +148+21.7% | Added |
| Orion Capital Management LLC | 830 | $223.3K | 0.09% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 841 | $222.9K | 0.12% | +2+0.2% | Added |
| Kitching Partners, LLC | 828 | $222.8K | 0.26% | +828 | New |
| Parsons Capital Management Inc | 826 | $222.2K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 825 | $222.0K | 0.06% | +3+0.4% | Added |
| DecisionPoint Financial, LLC | 825 | $221.8K | 0.06% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 824 | $221.7K | 0.06% | +824 | New |
| Mizuho Markets Americas LLC | 823 | $221.4K | 0.00% | +823 | New |
| Two Sigma Securities, LLC | 821 | $220.9K | 0.03% | −3,093−79.0% | Reduced |
| Tandem Investment Partners LLC | 820 | $220.6K | 0.22% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 817 | $219.9K | 0.11% | +1+0.1% | Added |
| Woodward Financial Advisors, Inc. | 817 | $219.8K | 0.10% | 00.0% | Unchanged |
| Sabal Trust CO | 816 | $219.5K | 0.01% | +816 | New |
| Becker Capital Management Inc | 815 | $219.3K | 0.01% | −30−3.6% | Reduced |
| Core Wealth Advisors, Inc. | 812 | $218.5K | 0.07% | +812 | New |
| Root Financial Partners, LLC | 812 | $218.4K | 0.02% | +78+10.6% | Added |
| King Wealth | 810 | $218.0K | 0.03% | +18+2.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 734 | $218.0K | 0.07% | +734 | New |
| Retirement Planning Co of New England, Inc. | 809 | $217.9K | 0.11% | +1+0.1% | Added |
| Woodward Diversified Capital, LLC | 809 | $217.7K | 0.15% | +63+8.4% | Added |
| Stiles Financial Services Inc | 808 | $217.6K | 0.08% | +1+0.1% | Added |
| German American Bancorp, Inc. | 808 | $217.4K | 0.02% | −74−8.4% | Reduced |