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 |
|---|---|---|---|---|---|
| Greenline Partners, LLC | 193 | $51.9K | 0.01% | +13+7.2% | Added |
| Ogorek Anthony Joseph | 191 | $51.0K | 0.02% | +126+193.8% | Added |
| Robinswood Financial LLC | 182 | $49.0K | 0.02% | +141+343.9% | Added |
| REAP Financial Group, LLC | 181 | $48.8K | 0.01% | +78+75.7% | Added |
| Nexus Investment Management ULC | 125 | $48.4K | 0.01% | +125 | New |
| Roxbury Financial LLC | 159 | $47.7K | 0.05% | +1+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 177 | $47.6K | 0.01% | +42+31.1% | Added |
| Financial Network Wealth Advisors LLC | 173 | $46.4K | 0.06% | +146+540.7% | Added |
| Concord Wealth Partners | 172 | $46.3K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 174 | $46.1K | 0.02% | +174 | New |
| Loomis Sayles & Co L P | 172 | $46.0K | 0.00% | −94−35.3% | Reduced |
| Riverview Trust Co | 169 | $45.5K | 0.04% | −9−5.1% | Reduced |
| Abound Wealth Management | 169 | $45.4K | 0.02% | +4+2.4% | Added |
| Financial Connections Group, Inc. | 165 | $44.0K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 162 | $43.6K | 0.01% | +73+82.0% | Added |
| GoalVest Advisory LLC | 160 | $43.0K | 0.01% | −2−1.2% | Reduced |
| Rialto Wealth Management, LLC | 160 | $43.0K | 0.01% | +5+3.2% | Added |
| Tradewinds Capital Management, LLC | 158 | $42.5K | 0.01% | −5−3.1% | Reduced |
| Abound Financial, LLC | 153 | $41.2K | 0.02% | +153 | New |
| PFS Partners, LLC | 153 | $41.2K | 0.02% | +78+104.0% | Added |
| Dunhill Financial, LLC | 153 | $41.1K | 0.02% | −44−22.3% | Reduced |
| Main Street Group, LTD | 151 | $40.5K | 0.02% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 150 | $40.4K | 0.02% | +150 | New |
| IAG Wealth Partners, LLC | 150 | $40.4K | 0.01% | +150 | New |
| Investment Research & Advisory Group, Inc. | 149 | $40.1K | 0.02% | −850−85.1% | Reduced |
| Sierra Ocean, LLC | 145 | $39.1K | 0.03% | +12+9.0% | Added |
| 1 North Wealth Services LLC | 138 | $37.1K | 0.02% | +138 | New |
| Curio Wealth, LLC | 2 | $37.1K | 0.02% | −123−98.4% | Reduced |
| WFA Asset Management Corp | 161 | $36.7K | 0.02% | −64−28.4% | Reduced |
| Nordwand Advisors, LLC | 135 | $36.3K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 130 | $35.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 128 | $34.6K | 0.01% | +128 | New |
| Vermillion & White Wealth Management Group, LLC | 128 | $34.5K | 0.03% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 125 | $33.6K | 0.58% | +25+25.0% | Added |
| Archer Investment Corp | 125 | $33.5K | 0.01% | +1+0.8% | Added |
| DHJJ Financial Advisors, Ltd. | 116 | $31.2K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 110 | $29.6K | 0.03% | −2−1.8% | Reduced |
| MorganRosel Wealth Management, LLC | 107 | $28.8K | 0.01% | +107 | New |
| Cranbrook Wealth Management, LLC | 105 | $28.3K | 0.01% | +18+20.7% | Added |
| Granite FO LLC | 104 | $28.0K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 101 | $27.1K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 100 | $26.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $26.9K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp | 97 | $26.1K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 91 | $24.5K | 0.01% | +6+7.1% | Added |
| Ruedi Wealth Management, Inc. | 90 | $24.2K | 0.01% | 00.0% | Unchanged |
| Strid Group, LLC | 90 | $24.2K | 0.00% | +90 | New |
| Albion Financial Group | 89 | $23.9K | 0.00% | −103−53.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 88 | $23.7K | 0.05% | 00.0% | Unchanged |
| Estabrook Capital Management | 74 | $19.9K | 0.00% | −10−11.9% | Reduced |
| Prudent Man Investment Management, Inc. | 64 | $19.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 69 | $18.6K | 0.01% | −31−31.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 66 | $17.8K | 0.00% | −25−27.5% | Reduced |
| Anfield Capital Management, LLC | 63 | $16.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 62 | $16.7K | 0.00% | +15+31.9% | Added |
| Rogco, LP | 60 | $16.1K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 61 | $16.0K | 0.02% | −17−21.8% | Reduced |
| Hurley Capital, LLC | 57 | $15.3K | 0.01% | +3+5.6% | Added |
| Pacifica Partners Inc. | 59 | $14.6K | 0.01% | +14+31.1% | Added |
| DiNuzzo Private Wealth, Inc. | 51 | $13.7K | 0.00% | +1+2.0% | Added |
| Legacy Wealth Managment, LLC | 50 | $13.5K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 50 | $13.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 50 | $13.5K | 0.00% | +5+11.1% | Added |
| Binnacle Investments Inc | 49 | $13.2K | 0.01% | +49 | New |
| CarsonAllaria Wealth Management, Ltd. | 48 | $12.9K | 0.01% | +1+2.1% | Added |
| Morton Brown Family Wealth, LLC | 48 | $12.9K | 0.00% | +8+20.0% | Added |
| Carolina Wealth Advisors, LLC | 44 | $11.8K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 44 | $11.8K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 43 | $11.6K | 0.01% | +43 | New |
| HighMark Wealth Management LLC | 43 | $11.5K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 42 | $11.4K | 0.00% | +42 | New |
| Davis Capital Management | 38 | $10.2K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 38 | $10.2K | 0.01% | +38 | New |
| True Wealth Design, LLC | 37 | $10.0K | 0.00% | −77−67.5% | Reduced |
| MPWM Advisory Solutions, LLC | 36 | $9.69K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 32 | $9.00K | 0.00% | +16+100.0% | Added |
| ORG Partners LLC | 33 | $8.93K | 0.00% | −284−89.6% | Reduced |
| Valued Wealth Advisors LLC | 33 | $8.91K | 0.01% | −11−25.0% | Reduced |
| Gold Investment Management Ltd. | 33 | $8.88K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 33 | $8.88K | 0.01% | +33 | New |
| Red Tortoise LLC | 32 | $8.61K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 31 | $8.34K | 0.00% | −45−59.2% | Reduced |
| Hallmark Capital Management Inc | 30 | $8.07K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 30 | $8.07K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 30 | $8.07K | 0.00% | +2+7.1% | Added |
| TSFG, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 29 | $7.80K | 0.01% | −31−51.7% | Reduced |
| Frazier Financial Advisors, LLC | 28 | $7.53K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 28 | $7.53K | 0.01% | −2−6.7% | Reduced |
| Aviso Financial Inc. | 27 | $7.26K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $6.73K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 24 | $6.46K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 24 | $6.46K | 0.00% | +24 | New |
| Luken Investment Analytics, LLC | 22 | $5.92K | 0.00% | +22 | New |
| Your Advocates Ltd., LLP | 20 | $5.41K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $5.38K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $5.38K | 0.00% | +20 | New |
| WealthTrak Capital Management LLC | 19 | $5.11K | 0.00% | −5−20.8% | Reduced |
| Winnow Wealth LLC | 19 | $4.89K | 0.00% | +6+46.2% | Added |
| Redwood Park Advisors LLC | 18 | $4.84K | 0.00% | 00.0% | Unchanged |