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 |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 621 | $167.1K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 616 | $165.7K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 610 | $164.1K | 0.14% | 00.0% | Unchanged |
| Addison Advisors LLC | 599 | $161.2K | 0.04% | +29+5.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 593 | $159.5K | 0.07% | −19−3.1% | Reduced |
| Strategic Investment Solutions, Inc. | 591 | $158.9K | 0.05% | +7+1.2% | Added |
| MRP Capital Investments, LLC | 584 | $157.1K | 0.15% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 579 | $155.8K | 0.12% | −43−6.9% | Reduced |
| William B. Walkup & Associates, Inc. | 565 | $152.0K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 545 | $146.6K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 544 | $146.4K | 0.03% | −16−2.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 543 | $146.1K | 0.14% | +543 | New |
| VSM Wealth Advisory, LLC | 533 | $143.4K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 501 | $134.8K | 0.03% | +227+82.8% | Added |
| Creative Capital Management Investments LLC | 500 | $134.5K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 497 | $133.6K | 0.05% | −1−0.2% | Reduced |
| Cheviot Value Management, LLC | 475 | $132.1K | 0.02% | +475 | New |
| Logan Capital Management Inc | 490 | $131.8K | 0.01% | −15−3.0% | Reduced |
| IMG Wealth Management, Inc. | 490 | $131.8K | 0.12% | 00.0% | Unchanged |
| eCIO, Inc. | 129,000 | $129.3K | 0.04% | +129,000 | New |
| JCIC Asset Management Inc. | 470 | $126.5K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 468 | $125.9K | 0.08% | −22−4.5% | Reduced |
| First PREMIER Bank | 466 | $125.0K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 455 | $122.4K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 453 | $121.9K | 0.06% | −5−1.1% | Reduced |
| Financial Freedom, LLC | 440 | $118.4K | 0.07% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 440 | $118.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 419 | $113.0K | 0.00% | +11+2.7% | Added |
| Fairscale Capital, LLC | 419 | $112.7K | 0.10% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 412 | $110.8K | 0.04% | +8+2.0% | Added |
| Birchbrook, Inc. | 410 | $110.3K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 404 | $108.6K | 0.01% | −111−21.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 401 | $107.9K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $107.6K | 0.04% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 397 | $106.8K | 0.01% | +397 | New |
| Beacon Capital Management, LLC | 395 | $106.4K | 0.01% | +69+21.2% | Added |
| Activest Wealth Management | 387 | $104.1K | 0.03% | +264+214.6% | Added |
| Bell Investment Advisors, Inc | 377 | $101.4K | 0.02% | +4+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 375 | $100.8K | 0.03% | +1+0.3% | Added |
| Bernard Wealth Management Corp. | 370 | $99.5K | 0.05% | +3+0.8% | Added |
| Avalon Trust Co | 369 | $99.3K | 0.01% | −265−41.8% | Reduced |
| Coston, McIsaac & Partners | 359 | $96.0K | 0.03% | +80+28.7% | Added |
| GKV Capital Management Co., Inc. | 350 | $94.2K | 0.05% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 377 | $93.1K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 345 | $92.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 345 | $92.8K | 0.01% | +34+10.9% | Added |
| High Note Wealth, LLC | 342 | $92.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 341 | $91.7K | 0.02% | +1+0.3% | Added |
| Gables Capital Management Inc. | 340 | $91.5K | 0.05% | +35+11.5% | Added |
| Pacific Center for Financial Services | 331 | $89.1K | 0.02% | −39−10.5% | Reduced |
| Rise Advisors, LLC | 327 | $88.1K | 0.04% | −135−29.2% | Reduced |
| Hollencrest Capital Management | 327 | $88.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 322 | $86.6K | 0.02% | −22−6.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 320 | $86.1K | 0.00% | −86−21.2% | Reduced |
| Covestor Ltd | 318 | $85.0K | 0.06% | +22+7.4% | Added |
| Northwest Capital Management Inc | 313 | $84.2K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 312 | $83.9K | 0.01% | +13+4.3% | Added |
| Private Wealth Management Group, LLC | 306 | $82.3K | 0.03% | −2−0.6% | Reduced |
| Sarver Vrooman Wealth Advisors | 303 | $81.5K | 0.05% | +303 | New |
| Old Point Trust & Financial Services N A | 302 | $81.3K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 300 | $80.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 294 | $79.1K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 294 | $79.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 294 | $79.0K | 0.00% | −1−0.3% | Reduced |
| Tacita Capital Inc | 290 | $78.0K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 290 | $78.0K | 0.00% | +290 | New |
| Johnson Financial Group, Inc. | 281 | $75.6K | 0.00% | +128+83.7% | Added |
| Hoese & Co LLP | 280 | $75.3K | 0.07% | 00.0% | Unchanged |
| WPG Advisers, LLC | 278 | $74.8K | 0.07% | +11+4.1% | Added |
| Quest 10 Wealth Builders, Inc. | 269 | $72.3K | 0.08% | −15−5.3% | Reduced |
| Vermillion Wealth Management, Inc. | 268 | $72.0K | 0.02% | +1+0.4% | Added |
| Wiser Advisor Group LLC | 264 | $70.9K | 0.10% | +1+0.4% | Added |
| Putney Financial Group LLC | 262 | $70.5K | 0.07% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 283 | $70.0K | 0.04% | +87+44.4% | Added |
| Graney & King, LLC | 259 | $69.8K | 0.05% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 258 | $69.3K | 0.03% | +38+17.3% | Added |
| Wood Tarver Financial Group, LLC | 255 | $68.6K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $67.3K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 249 | $67.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 243 | $65.4K | 0.03% | 00.0% | Unchanged |
| Fairman Group, LLC | 220 | $65.3K | 0.06% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 238 | $64.0K | 0.02% | −26−9.8% | Reduced |
| Financial Perspectives, Inc | 231 | $62.1K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 230 | $61.9K | 0.02% | +230 | New |
| Wealth Preservation Advisors, LLC | 226 | $60.8K | 0.04% | +226 | New |
| AllSquare Wealth Management LLC | 224 | $60.3K | 0.04% | −20−8.2% | Reduced |
| Saudi Central Bank | 222 | $59.7K | 0.32% | +222 | New |
| Sachetta, LLC | 219 | $59.0K | 0.02% | −1−0.5% | Reduced |
| Richardson Financial Services Inc. | 219 | $58.9K | 0.04% | −60−21.5% | Reduced |
| Eq Wealth Advisors, LLC | 215 | $57.8K | 0.05% | +215 | New |
| JNBA Financial Advisors | 214 | $57.6K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 209 | $56.2K | 0.01% | +209 | New |
| Capital A Wealth Management, LLC | 206 | $55.5K | 0.06% | −172−45.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 203 | $54.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 203 | $54.6K | 0.01% | +10+5.2% | Added |
| Chelsea Counsel Co | 200 | $53.8K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $53.8K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $53.8K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 196 | $52.9K | 0.01% | −8−3.9% | Reduced |
| Intelligent Financial Strategies | 194 | $52.2K | 0.03% | 00.0% | Unchanged |