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 |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | 808 | $217.3K | 0.08% | +9+1.1% | Added |
| Legacy Financial Group, Inc. | 807 | $217.1K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 806 | $216.9K | 0.04% | +62+8.3% | Added |
| Pacific Global Investment Management CO | 806 | $216.9K | 0.31% | −85−9.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 816 | $216.6K | 0.03% | −41−4.8% | Reduced |
| Center For Asset Management LLC | 805 | $216.6K | 0.13% | +805 | New |
| Providence Capital Advisors, LLC | 803 | $216.0K | 0.04% | −145−15.3% | Reduced |
| Wallington Asset Management, LLC | 803 | $216.0K | 0.03% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 798 | $215.8K | 0.22% | +798 | New |
| Ethos Financial Group, LLC | 727 | $215.8K | 0.02% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 801 | $215.5K | 0.05% | +1+0.1% | Added |
| Bank of Jackson Hole Trust | 716 | $215.5K | 0.14% | −10−1.4% | Reduced |
| Boston Research & Management Inc | 800 | $215.2K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 800 | $215.2K | 0.12% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $215.2K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 792 | $213.1K | 0.04% | +36+4.8% | Added |
| FDx Advisors, Inc. | 792 | $213.0K | 0.07% | −94−10.6% | Reduced |
| JB Capital LLC | 790 | $212.8K | 0.01% | +790 | New |
| Iron Financial, LLC | 791 | $212.7K | 0.12% | +1+0.1% | Added |
| Oarsman Capital, Inc. | 789 | $212.3K | 0.04% | −41−4.9% | Reduced |
| Farmers National Bank | 789 | $212.3K | 0.06% | −4−0.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 786 | $211.5K | 0.06% | −8−1.0% | Reduced |
| PVG Asset Management Corp | 786 | $211.5K | 0.92% | +786 | New |
| Elefante Mark B | 786 | $211.5K | 0.17% | +786 | New |
| Kelly Financial Services LLC | 786 | $211.4K | 0.07% | +1+0.1% | Added |
| M3 Advisory Group, LLC | 784 | $211.0K | 0.17% | −821−51.2% | Reduced |
| Everpar Advisors LLC | 783 | $210.7K | 0.11% | −104−11.7% | Reduced |
| Bellecapital International Ltd. | 783 | $210.7K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 783 | $210.6K | 0.04% | +5+0.6% | Added |
| Strategies Wealth Advisors, LLC | 782 | $210.4K | 0.03% | +782 | New |
| Good Steward Wealth Advisors,LLC | 782 | $210.4K | 0.19% | +782 | New |
| Vestor Capital, LLC | 782 | $210.0K | 0.02% | −10−1.3% | Reduced |
| Live Oak Private Wealth LLC | 779 | $209.6K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 779 | $209.5K | 0.12% | −102−11.6% | Reduced |
| Per Stirling Capital Management, LLC. | 778 | $209.3K | 0.03% | +2+0.3% | Added |
| Consilium Wealth Advisory, LLC | 778 | $209.3K | 0.10% | −41−5.0% | Reduced |
| FSM Wealth Advisors, LLC | 778 | $209.2K | 0.05% | +88+12.8% | Added |
| Biltmore Family Office, LLC | 777 | $209.1K | 0.04% | +777 | New |
| Archetype Wealth Partners | 776 | $209.0K | 0.03% | +101+15.0% | Added |
| First Financial Corp | 776 | $208.8K | 0.10% | −3−0.4% | Reduced |
| Granite Harbor Advisors, Inc. | 776 | $208.8K | 0.11% | +776 | New |
| Medallion Wealth Advisors, LLC | 773 | $208.6K | 0.09% | +11+1.4% | Added |
| David J Yvars Group | 775 | $208.5K | 0.16% | 00.0% | Unchanged |
| DF Dent & Co Inc | 775 | $208.5K | 0.00% | +25+3.3% | Added |
| Financial Engines Advisors L.L.C. | 772 | $208.0K | 0.00% | +35+4.7% | Added |
| Prudent Investors Network | 773 | $208.0K | 0.06% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 772 | $207.7K | 0.02% | −22−2.8% | Reduced |
| Renasant Bank | 770 | $207.2K | 0.14% | −10−1.3% | Reduced |
| SLT Holdings LLC | 768 | $206.6K | 0.19% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 765 | $205.8K | 0.03% | −86−10.1% | Reduced |
| Narus Financial Partners, LLC | 765 | $205.8K | 0.07% | −40−5.0% | Reduced |
| Semmax Financial Advisors Inc. | 722 | $205.5K | 0.06% | +1+0.1% | Added |
| LRI Investments, LLC | 763 | $205.4K | 0.02% | +92+13.7% | Added |
| Wealth Dimensions Group, Ltd. | 761 | $204.7K | 0.05% | −5−0.7% | Reduced |
| Probity Advisors, Inc. | 759 | $204.2K | 0.04% | −139−15.5% | Reduced |
| First City Capital Management, Inc. | 757 | $203.7K | 0.12% | −1,800−70.4% | Reduced |
| SkyOak Wealth, LLC | 755 | $203.1K | 0.04% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 755 | $203.1K | 0.04% | +33+4.6% | Added |
| Avenue 1 Advisors, LLC | 753 | $202.6K | 0.08% | +63+9.1% | Added |
| Allen Capital Group, LLC | 753 | $202.6K | 0.02% | +753 | New |
| Unique Wealth Strategies, LLC | 752 | $202.3K | 0.09% | +752 | New |
| Wedgewood Investors Inc | 751 | $202.1K | 0.24% | 00.0% | Unchanged |
| Chris Bulman Inc | 750 | $201.8K | 0.13% | −68−8.3% | Reduced |
| LBMC Investment Advisors, LLC | 750 | $201.8K | 0.02% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 750 | $201.8K | 0.21% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 749 | $201.5K | 0.04% | +6+0.8% | Added |
| Maridea Wealth Management LLC | 749 | $201.5K | 0.07% | −1,082−59.1% | Reduced |
| Canvas Wealth Advisors, LLC | 798 | $201.4K | 0.05% | +91+12.9% | Added |
| Shilanski & Associates, Inc. | 747 | $201.0K | 0.06% | −2−0.3% | Reduced |
| CAP Partners, LLC | 745 | $200.6K | 0.15% | +5+0.7% | Added |
| South Plains Financial, Inc. | 738 | $198.6K | 0.15% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 718 | $193.2K | 0.14% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 717 | $192.9K | 0.15% | −32−4.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 715 | $192.4K | 0.12% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 712 | $191.6K | 0.04% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 703 | $189.0K | 0.08% | +703 | New |
| Marathon Trading Investment Management LLC | 701 | $188.6K | 0.10% | +701 | New |
| Catherine Avery Investment Management LLC | 700 | $188.3K | 0.17% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 701 | $188.0K | 0.07% | −30−4.1% | Reduced |
| Innovative Advisory Group, LLC | 696 | $187.4K | 0.18% | +1+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $185.0K | 0.07% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 687 | $184.8K | 0.01% | +30+4.6% | Added |
| Prestige Wealth Management Group LLC | 682 | $183.5K | 0.04% | 00.0% | Unchanged |
| Kentucky Trust Co | 680 | $183.0K | 0.11% | −230−25.3% | Reduced |
| Westchester Capital Management, Inc. | 660 | $177.6K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 656 | $176.6K | 0.01% | +110+20.1% | Added |
| Fortitude Family Office, LLC | 646 | $173.8K | 0.06% | −22−3.3% | Reduced |
| IMA Wealth, Inc. | 644 | $173.3K | 0.02% | +644 | New |
| Legacy Bridge, LLC | 640 | $172.2K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $172.2K | 0.06% | +90+16.4% | Added |
| 1620 Investment Advisors, Inc. | 639 | $171.8K | 0.13% | 00.0% | Unchanged |
| WealthCollab, LLC | 638 | $171.7K | 0.11% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 637 | $171.4K | 0.06% | −29−4.4% | Reduced |
| Deseret Mutual Benefit Administrators | 635 | $170.8K | 0.08% | +126+24.8% | Added |
| State of Wyoming | 635 | $170.8K | 0.02% | +635 | New |
| Western Pacific Wealth Management, LP | 634 | $170.6K | 0.15% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 631 | $170.0K | 0.01% | −69−9.9% | Reduced |
| Financial Management Professionals, Inc. | 628 | $169.0K | 0.02% | +1+0.2% | Added |
| Centricity Wealth Management, LLC | 627 | $168.7K | 0.15% | +46+7.9% | Added |
| Tidemark, LLC | 626 | $168.5K | 0.06% | +29+4.9% | Added |