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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.

Institutional holdersQ1 2025: 2,627 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,055 institutionsQ2 2023: 2,047 institutionsQ3 2023: 2,002 institutionsQ4 2023: 2,191 institutionsQ1 2024: 2,315 institutionsQ2 2024: 2,348 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,021 institutions
Value heldQ1 2025: $160.7B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,021$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,348$139.8B
Q1 20242,315$139.5B
Q4 20232,191$114.5B
Q3 20232,002$91.3B
Q2 20232,047$107.9B
Q1 20232,055$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2024.

Institutions holding AXP in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Crowley Wealth Management, Inc.16$4.30K0.00%+8+100.0%Added
WestEnd Advisors, LLC16$4.30K0.00%+10+166.7%Added
Bear Mountain Capital, Inc.16$4.28K0.00%+6+60.0%Added
Roble, Belko & Company, Inc15$4.00K0.00%+15New
PayPay Securities Corp13$3.59K0.21%−2−13.3%Reduced
Kiker Wealth Management, LLC13$3.50K0.00%+13New
Pineridge Advisors LLC11$2.96K0.00%−2−15.4%Reduced
DAGCO, Inc.11$2.96K0.00%+11New
Winch Advisory Services, LLC10$2.78K0.00%00.0%Unchanged
JDM Financial Group LLC9$2.42K0.00%00.0%Unchanged
Aspect Partners, LLC9$2.42K0.00%00.0%Unchanged
First Pacific Financial8$2.15K0.00%−561−98.6%Reduced
Optimum Investment Advisors8$2.15K0.00%+8New
Parkworth Wealth Management, Inc.7$1.88K0.00%00.0%Unchanged
Chesapeake Asset Management LLC7$1.88K0.00%+1+16.7%Added
Redmont Wealth Advisors LLC7$1.88K0.00%+7New
Bare Financial Services, Inc7$1.88K0.00%+7New
Noble Wealth Management PBC6$1.61K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$1.57K0.00%−9−60.0%Reduced
Hara Capital LLC5$1.34K0.00%+5New
Bridge Generations Wealth Management LLC4$1.08K0.00%+4New
HFM Investment Advisors, LLC4$1.08K0.00%+4New
Perkins Coie Trust Co4$1.08K0.00%+4New
Dogwood Wealth Management LLC4$1.08K0.00%+4New
Transamerica Financial Advisors, Inc.3$1.00K0.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.1$2690.00%00.0%Unchanged
Inlight Wealth Management, LLC1$2690.00%+1New
Proequities, Inc.0$00.00%−13,434−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−497,579−100.0%Sold out
Berkley W R Corp0$00.00%−100,000−100.0%Sold out
Wolverine Trading, LLC0$00.00%−67,929−100.0%Sold out
Clifford Capital Partners LLC0$00.00%−47,691−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−43,121−100.0%Sold out
Capitolis Liquid Global Markets LLC0$00.00%−30,000−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−28,988−100.0%Sold out
Dnca Finance0$00.00%−28,724−100.0%Sold out
Longbow Finance SA0$00.00%−23,144−100.0%Sold out
DJE Kapital AG0$00.00%−20,000−100.0%Sold out
First Hawaiian Bank0$00.00%−18,905−100.0%Sold out
Peregrine Asset Advisers, Inc.0$00.00%−18,089−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−16,000−100.0%Sold out
Mirae Asset Securities (USA) Inc.0$00.00%−12,535−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−11,015−100.0%Sold out
Jackson Square Capital, LLC0$00.00%−8,781−100.0%Sold out
Fortis Group Advisors, LLC0$00.00%−8,436−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−7,196−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−6,498−100.0%Sold out
WBI Investments0$00.00%−6,566−100.0%Sold out
Myriad Asset Management US LP0$00.00%−5,626−100.0%Sold out
Twin Capital Management Inc0$00.00%−5,598−100.0%Sold out
44 Wealth Management LLC0$00.00%−5,325−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−4,739−100.0%Sold out
NWK Group, Inc.0$00.00%−4,588−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−4,400−100.0%Sold out
American Trust0$00.00%−4,295−100.0%Sold out
DRW Securities, LLC0$00.00%−4,290−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−4,244−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−4,827−100.0%Sold out
Bayview Asset Management, LLC0$00.00%−4,125−100.0%Sold out
Cantor Fitzgerald Investment Adviser L.P.0$00.00%−3,910−100.0%Sold out
Capricorn Fund Managers Ltd0$00.00%−3,441−100.0%Sold out
OmniStar Financial Group, Inc.0$00.00%−3,429−100.0%Sold out
LGL Partners, LLC0$00.00%−3,344−100.0%Sold out
Capital Management Associates0$00.00%−3,332−100.0%Sold out
WMS Partners, LLC0$00.00%−3,228−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−3,000−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−3,000−100.0%Sold out
Blueprint Investment Partners LLC0$00.00%−2,860−100.0%Sold out
Inceptionr LLC0$00.00%−2,729−100.0%Sold out
Numerai GP LLC0$00.00%−2,715−100.0%Sold out
Accredited Investor Services, LLC0$00.00%−2,553−100.0%Sold out
Williamson Legacy Group, LLC0$00.00%−2,449−100.0%Sold out
Colonial River Wealth Management, LLC0$00.00%−2,416−100.0%Sold out
Miller Financial Services LLC0$00.00%−2,360−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,238−100.0%Sold out
Yarbrough Capital, LLC0$00.00%−2,161−100.0%Sold out
Sutton Place Investors LLC0$00.00%−2,097−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−2,070−100.0%Sold out
W.H. Cornerstone Investments Inc.0$00.00%−2,020−100.0%Sold out
Greenland Capital Management LP0$00.00%−2,000−100.0%Sold out
TB Alternative Assets Ltd.0$00.00%−1,985−100.0%Sold out
Summit Global Investments0$00.00%−1,924−100.0%Sold out
Nottingham Advisors, Inc.0$00.00%−1,742−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,643−100.0%Sold out
Objective Capital Management, LLC0$00.00%−1,551−100.0%Sold out
Michael B. Yongue0$00.00%−1,545−100.0%Sold out
Investor's Fiduciary Advisor Network, LLC0$00.00%−1,525−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−1,490−100.0%Sold out
Texas Capital Bank Wealth Management Services Inc0$00.00%−1,391−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%−1,356−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−1,337−100.0%Sold out
Taika Capital, LP0$00.00%−1,270−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−1,251−100.0%Sold out
Lionshead Wealth Management, LLC0$00.00%−1,242−100.0%Sold out
Canandaigua National Trust Co of Florida0$00.00%−1,216−100.0%Sold out
Weybosset Research & Management LLC0$00.00%−1,150−100.0%Sold out
Seeds Investor LLC0$00.00%−1,108−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−1,059−100.0%Sold out
Spartan Planning & Wealth Management0$00.00%−1,058−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−1,049−100.0%Sold out