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; 3,022 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
- 959 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 | 3,022 | $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 | 2,349 | $139.8B |
| Q1 2024 | 2,316 | $139.5B |
| Q4 2023 | 2,192 | $114.5B |
| Q3 2023 | 2,003 | $91.3B |
| Q2 2023 | 2,048 | $107.9B |
| Q1 2023 | 2,056 | $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 |
|---|---|---|---|---|---|
| Equitable Trust Co | 57,839 | $15.6M | 0.86% | −3,543−5.8% | Reduced |
| Kestra Advisory Services, LLC | 57,744 | $15.5M | 0.08% | +1,070+1.9% | Added |
| Perigon Wealth Management, LLC | 57,594 | $15.5M | 0.40% | +2,151+3.9% | Added |
| Silvercrest Asset Management Group LLC | 57,540 | $15.5M | 0.11% | +1,206+2.1% | Added |
| Prospera Financial Services Inc | 57,099 | $15.4M | 0.35% | +8,513+17.5% | Added |
| Oppenheimer & Co Inc | 56,909 | $15.3M | 0.23% | +6,900+13.8% | Added |
| Private Advisor Group, LLC | 56,651 | $15.2M | 0.09% | +1,867+3.4% | Added |
| GHP Investment Advisors, Inc. | 55,704 | $15.0M | 0.72% | −110−0.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 54,943 | $14.8M | 2.73% | −3,404−5.8% | Reduced |
| Jones Financial Companies LLLP | 55,514 | $14.7M | 0.01% | +18,017+48.0% | Added |
| Tocqueville Asset Management L.P. | 54,429 | $14.6M | 0.24% | −380−0.7% | Reduced |
| Calamos Wealth Management LLC | 53,852 | $14.5M | 0.72% | +566+1.1% | Added |
| Scotia Capital Inc. | 53,797 | $14.5M | 0.08% | +27,814+107.0% | Added |
| Cullinan Associates Inc | 53,766 | $14.5M | 1.02% | +665+1.3% | Added |
| Willis Investment Counsel | 53,694 | $14.4M | 0.97% | −289−0.5% | Reduced |
| Carret Asset Management, LLC | 53,621 | $14.4M | 1.63% | −1,620−2.9% | Reduced |
| Laffer Tengler Investments | 53,497 | $14.4M | 3.06% | −2,914−5.2% | Reduced |
| Cresset Asset Management, LLC | 53,494 | $14.4M | 0.07% | −2,567−4.6% | Reduced |
| Atria Investments LLC | 53,333 | $14.3M | 0.18% | +3,248+6.5% | Added |
| Jump Financial, LLC | 53,233 | $14.3M | 0.22% | +53,233 | New |
| Exchange Traded Concepts, LLC | 52,272 | $14.1M | 0.25% | +19,634+60.2% | Added |
| Sequoia Financial Advisors, LLC | 52,033 | $14.0M | 0.11% | +26,548+104.2% | Added |
| Chemistry Wealth Management LLC | 51,930 | $14.0M | 3.25% | −110.0% | Reduced |
| Marex Group plc | 50,961 | $13.7M | 0.26% | −79,621−61.0% | Reduced |
| Congress Wealth Management LLC | 50,311 | $13.6M | 0.16% | +8,216+19.5% | Added |
| Narwhal Capital Management | 50,458 | $13.6M | 1.21% | +891+1.8% | Added |
| Panagora Asset Management Inc | 50,312 | $13.5M | 0.07% | −8,785−14.9% | Reduced |
| Rakuten Investment Management, Inc. | 50,964 | $13.5M | 0.06% | +50,964 | New |
| Sandy Spring Bank | 49,786 | $13.4M | 0.56% | −919−1.8% | Reduced |
| Argent Trust Co | 49,714 | $13.4M | 0.55% | −343−0.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 49,510 | $13.3M | 0.65% | −550−1.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 49,482 | $13.3M | 0.43% | +1,533+3.2% | Added |
| Stanley Capital Management, LLC | 48,830 | $13.1M | 2.58% | 00.0% | Unchanged |
| Fiera Capital Corp | 48,771 | $13.1M | 0.05% | +7,447+18.0% | Added |
| Sky Investment Group LLC | 48,702 | $13.1M | 2.42% | +400+0.8% | Added |
| Virginia Retirement Systems Et Al | 48,700 | $13.1M | 0.10% | +48,700 | New |
| Sienna Gestion | 49,915 | $13.1M | 1.07% | −4,743−8.7% | Reduced |
| Perennial Advisors, LLC | 48,508 | $13.1M | 2.60% | −1,434−2.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 48,141 | $13.0M | 0.89% | −7,440−13.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 47,813 | $12.9M | 0.02% | −3,083−6.1% | Reduced |
| Choate Investment Advisors | 47,785 | $12.9M | 0.32% | +181+0.4% | Added |
| Gradient Investments LLC | 47,767 | $12.9M | 0.26% | −499−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 47,645 | $12.8M | 0.25% | −70−0.1% | Reduced |
| Greystone Financial Group, LLC | 47,608 | $12.8M | 2.33% | −2,485−5.0% | Reduced |
| Thomasville National Bank | 47,114 | $12.7M | 0.93% | −60,251−56.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $12.6M | 0.11% | 00.0% | Unchanged |
| Woodline Partners LP | 46,889 | $12.6M | 0.08% | +13,468+40.3% | Added |
| Clearstead Advisors, LLC | 46,767 | $12.6M | 0.20% | +3,873+9.0% | Added |
| Anchor Capital Advisors LLC | 46,754 | $12.6M | 0.38% | −2,263−4.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 46,620 | $12.5M | 0.91% | +1,198+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 46,454 | $12.5M | 0.50% | −1,408−2.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 46,155 | $12.4M | 3.07% | +5,145+12.5% | Added |
| Drexel Morgan & Co. | 45,918 | $12.4M | 2.59% | 00.0% | Unchanged |
| Mirova | 45,785 | $12.3M | 2.22% | +2,885+6.7% | Added |
| Hudson Valley Investment Advisors Inc | 45,755 | $12.3M | 1.47% | +132+0.3% | Added |
| Fishman Jay A Ltd | 45,682 | $12.3M | 1.34% | −1,860−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 45,646 | $12.3M | 0.71% | −2,778−5.7% | Reduced |
| Eagle Rock Investment Company, LLC | 45,414 | $12.2M | 2.10% | −5,701−11.2% | Reduced |
| Sprucegrove Investment Management Ltd | 45,390 | $12.2M | 1.31% | −16,807−27.0% | Reduced |
| Klingenstein Fields & Co LP | 45,390 | $12.2M | 0.52% | −1,026−2.2% | Reduced |
| Diversified Trust Co | 44,927 | $12.1M | 0.30% | −6,919−13.3% | Reduced |
| Mizuho Securities USA LLC | 44,439 | $12.0M | 0.26% | −8,306−15.7% | Reduced |
| Silicon Valley Capital Partners | 44,615 | $11.8M | 1.55% | +5,534+14.2% | Added |
| Edgar Lomax Co | 43,745 | $11.8M | 0.74% | −79,670−64.6% | Reduced |
| Vontobel Holding Ltd. | 43,705 | $11.8M | 0.04% | +5,129+13.3% | Added |
| Kestra Private Wealth Services, LLC | 43,284 | $11.6M | 0.19% | +2,613+6.4% | Added |
| Investment Management Corp of Ontario | 43,156 | $11.6M | 0.24% | +100+0.2% | Added |
| Elo Mutual Pension Insurance Co | 43,126 | $11.6M | 0.26% | −8,776−16.9% | Reduced |
| Griffin Asset Management, Inc. | 43,110 | $11.6M | 1.42% | −7,816−15.3% | Reduced |
| Avanza Fonder AB | 42,055 | $11.6M | 0.38% | +1,344+3.3% | Added |
| Great West Life Assurance Co | 42,520 | $11.4M | 0.02% | +2,441+6.1% | Added |
| Univest Financial Corp | 42,409 | $11.4M | 0.75% | −5,215−11.0% | Reduced |
| Searle & Co. | 42,199 | $11.4M | 3.24% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 42,182 | $11.3M | 1.28% | +40+0.1% | Added |
| Kinneret Advisory, LLC | 41,658 | $11.2M | 1.13% | −140−0.3% | Reduced |
| NFC Investments, LLC | 41,190 | $11.1M | 3.29% | −1,135−2.7% | Reduced |
| WoodTrust Financial Corp | 40,985 | $11.0M | 1.54% | −21−0.1% | Reduced |
| Ofi Invest Asset Management | 44,239 | $11.0M | 0.29% | −22,796−34.0% | Reduced |
| Financial Avengers, Inc. | 40,449 | $10.9M | 5.51% | −766−1.9% | Reduced |
| Erste Asset Management GmbH | 40,913 | $10.9M | 0.14% | −11,071−21.3% | Reduced |
| Brown Brothers Harriman & Co | 40,311 | $10.8M | 0.08% | −1,379−3.3% | Reduced |
| Independent Advisor Alliance | 40,172 | $10.8M | 0.36% | −151−0.4% | Reduced |
| Grimes & Company, Inc. | 40,130 | $10.8M | 0.33% | +120.0% | Added |
| Shelter Mutual Insurance Co | 39,885 | $10.7M | 2.59% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 39,734 | $10.7M | 0.16% | 00.0% | Unchanged |
| Norinchukin Bank, The | 39,570 | $10.6M | 0.20% | +4,225+12.0% | Added |
| NEOS Investment Management LLC | 39,467 | $10.6M | 0.20% | +7,513+23.5% | Added |
| CX Institutional | 39,379 | $10.6M | 0.40% | +3,072+8.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 39,350 | $10.6M | 0.97% | +381+1.0% | Added |
| Atria Wealth Solutions, Inc. | 39,300 | $10.6M | 0.13% | −2,763−6.6% | Reduced |
| M. Kulyk & Associates, LLC | 39,269 | $10.6M | 2.42% | −2,196−5.3% | Reduced |
| Radnor Capital Management, LLC | 38,948 | $10.5M | 1.76% | −1,486−3.7% | Reduced |
| Fundamentun, LLC | 38,797 | $10.4M | 0.56% | +6,409+19.8% | Added |
| Davy Global Fund Management Ltd | 38,631 | $10.4M | 1.22% | −625−1.6% | Reduced |
| Ironwood Investment Counsel, LLC | 38,589 | $10.4M | 1.79% | −413−1.1% | Reduced |
| Stansberry Asset Management, LLC | 38,430 | $10.3M | 1.24% | −350−0.9% | Reduced |
| Natixis | 38,784 | $10.3M | 0.06% | +32,939+563.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 38,668 | $10.3M | 0.11% | −4,143−9.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 37,946 | $10.2M | 0.30% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 37,844 | $10.2M | 0.31% | −750−1.9% | Reduced |