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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 37,329 | $10.0M | 0.25% | −341−0.9% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 37,308 | $10.0M | 6.85% | −3,123−7.7% | Reduced |
| Family Capital Trust Co | 37,021 | $9.96M | 3.57% | −157−0.4% | Reduced |
| Highland Capital Management, LLC | 36,855 | $9.92M | 0.59% | +5,888+19.0% | Added |
| NWF Advisory Services Inc. | 36,803 | $9.90M | 1.39% | −1,996−5.1% | Reduced |
| Shelton Capital Management | 36,768 | $9.89M | 0.24% | −1,858−4.8% | Reduced |
| Rheos Capital Works Inc. | 36,700 | $9.87M | 0.80% | −78,500−68.1% | Reduced |
| D.A. Davidson & Co. | 35,620 | $9.58M | 0.08% | +2,309+6.9% | Added |
| Jane Street Group, LLC | 35,600 | $9.58M | 0.02% | −156,604−81.5% | Reduced |
| Voleon Capital Management LP | 35,587 | $9.57M | 0.75% | +35,587 | New |
| Wellington Shields Capital Management, LLC | 35,529 | $9.56M | 1.73% | −143,830−80.2% | Reduced |
| Jacobs & Co | 35,514 | $9.55M | 1.02% | −385−1.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 35,298 | $9.50M | 0.55% | +17,094+93.9% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 35,262 | $9.49M | 3.19% | −831−2.3% | Reduced |
| Pacer Advisors, Inc. | 35,010 | $9.42M | 0.02% | −9,152−20.7% | Reduced |
| Artemis Investment Management LLP | 34,950 | $9.40M | 0.14% | +6,795+24.1% | Added |
| Martin Investment Management, LLC | 34,586 | $9.31M | 2.35% | −116−0.3% | Reduced |
| Meyer Handelman Co | 34,460 | $9.27M | 0.32% | −41−0.1% | Reduced |
| Rodgers Brothers Inc. | 34,177 | $9.20M | 1.22% | −30−0.1% | Reduced |
| Hartford Investment Management Co | 33,867 | $9.11M | 0.32% | −555−1.6% | Reduced |
| Metis Global Partners, LLC | 33,807 | $9.10M | 0.26% | +3,919+13.1% | Added |
| SP Asset Management LLC | 33,573 | $9.03M | 0.80% | −279−0.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 33,317 | $8.96M | 0.15% | +33,317 | New |
| Eventide Asset Management, LLC | 25,262 | $8.92M | 0.18% | +4,816+23.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 33,139 | $8.92M | 2.60% | −111−0.3% | Reduced |
| L1 Capital International Pty Ltd | 32,950 | $8.87M | 2.44% | +6,998+27.0% | Added |
| Stokes Capital Advisors, LLC | 32,764 | $8.82M | 2.24% | +174+0.5% | Added |
| Westend Capital Management, LLC | 32,723 | $8.80M | 3.35% | +733+2.3% | Added |
| Winslow Asset Management Inc | 32,566 | $8.76M | 1.93% | −1,139−3.4% | Reduced |
| Headinvest, LLC | 32,534 | $8.75M | 1.70% | −1,882−5.5% | Reduced |
| Gulf International Bank (UK) Ltd | 32,278 | $8.68M | 0.30% | −12,089−27.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 32,150 | $8.65M | 0.15% | −2,505−7.2% | Reduced |
| Unison Asset Management LLC | 35,481 | $8.57M | 5.05% | +622+1.8% | Added |
| Letson Investment Management, Inc. | 31,847 | $8.57M | 3.45% | 00.0% | Unchanged |
| LB Partners LLC | 32,000 | $8.56M | 6.16% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 31,800 | $8.56M | 0.37% | 00.0% | Unchanged |
| Bensler, LLC | 31,694 | $8.53M | 1.07% | +1,109+3.6% | Added |
| NJ State Employees Deferred Compensation Plan | 31,600 | $8.50M | 1.09% | 00.0% | Unchanged |
| NatWest Group plc | 31,561 | $8.49M | 2.50% | −9,849−23.8% | Reduced |
| Contravisory Investment Management, Inc. | 31,550 | $8.49M | 1.79% | +1,590+5.3% | Added |
| TownSquare Capital, LLC | 31,525 | $8.48M | 0.09% | +4,795+17.9% | Added |
| Boston Common Asset Management, LLC | 31,526 | $8.48M | 0.26% | −2,892−8.4% | Reduced |
| 1st Source Bank | 31,202 | $8.39M | 0.49% | −152−0.5% | Reduced |
| Legacy Trust | 31,186 | $8.39M | 2.02% | −289−0.9% | Reduced |
| KMG Fiduciary Partners, LLC | 31,167 | $8.39M | 0.70% | −960−3.0% | Reduced |
| HighPoint Advisor Group LLC | 31,376 | $8.38M | 0.49% | −37−0.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 30,925 | $8.32M | 0.78% | +1,425+4.8% | Added |
| Bryn Mawr Trust Co | 30,560 | $8.22M | 0.15% | −2,379−7.2% | Reduced |
| St Germain D J Co Inc | 30,520 | $8.21M | 0.39% | +516+1.7% | Added |
| Stratos Wealth Partners, LTD. | 30,407 | $8.18M | 0.12% | −31−0.1% | Reduced |
| CWM, LLC | 30,352 | $8.17M | 0.03% | +553+1.9% | Added |
| Miracle Mile Advisors, LLC | 30,307 | $8.15M | 0.16% | −1,243−3.9% | Reduced |
| DCM Advisors, LLC | 30,397 | $8.11M | 4.33% | −2,207−6.8% | Reduced |
| Banyan Capital Management, Inc. | 30,144 | $8.11M | 4.58% | −3,026−9.1% | Reduced |
| Ceera Investments, LLC | 30,001 | $8.07M | 2.78% | −75−0.2% | Reduced |
| Commerzbank Aktiengesellschaft | 29,887 | $8.04M | 0.19% | +8,053+36.9% | Added |
| Louisiana State Employees Retirement System | 29,800 | $8.02M | 0.16% | −100−0.3% | Reduced |
| Pavion Blue Capital, LLC | 29,729 | $8.00M | 3.81% | −218−0.7% | Reduced |
| ING Groep NV | 29,532 | $7.95M | 0.06% | −17,658−37.4% | Reduced |
| Summit Financial, LLC | 29,500 | $7.94M | 0.22% | +18,593+170.5% | Added |
| Securian Asset Management, Inc | 29,456 | $7.93M | 0.24% | −454−1.5% | Reduced |
| Birch Financial Group, LLC | 29,232 | $7.86M | 7.01% | +199+0.7% | Added |
| Bouvel Investment Partners, LLC | 28,917 | $7.84M | 2.98% | −406−1.4% | Reduced |
| Benjamin Edwards Inc | 28,841 | $7.76M | 0.11% | −10,303−26.3% | Reduced |
| Redwood Grove Capital, LLC | 28,672 | $7.71M | 2.77% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 28,395 | $7.64M | 0.06% | +1,754+6.6% | Added |
| Park Avenue Securities LLC | 27,995 | $7.53M | 0.09% | +2,729+10.8% | Added |
| Hudson Bay Capital Management LP | 27,942 | $7.52M | 0.05% | +27,942 | New |
| McMahon Financial Advisors, LLC | 27,832 | $7.49M | 1.85% | −641−2.3% | Reduced |
| Bridgewater Associates, LP | 27,789 | $7.48M | 0.03% | +23,984+630.3% | Added |
| Jacobs Levy Equity Management, Inc | 27,744 | $7.46M | 0.03% | +27,744 | New |
| Bearing Point Capital, LLC | 27,713 | $7.46M | 1.59% | +490+1.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 27,500 | $7.40M | 0.61% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 27,419 | $7.38M | 0.01% | +1,049+4.0% | Added |
| Atlantic Union Bankshares Corp | 27,376 | $7.37M | 0.45% | −1,722−5.9% | Reduced |
| We Are One Seven, LLC | 27,277 | $7.34M | 0.29% | +2,231+8.9% | Added |
| Bessemer Group Inc | 27,002 | $7.26M | 0.01% | −14,826−35.4% | Reduced |
| Boyd Watterson Asset Management LLC | 26,942 | $7.25M | 2.32% | −1,246−4.4% | Reduced |
| Guardian Partners Inc. | 27,837 | $7.24M | 0.75% | −882−3.1% | Reduced |
| Central Trust Co | 26,908 | $7.24M | 0.18% | −2,984−10.0% | Reduced |
| Trexquant Investment LP | 26,785 | $7.21M | 0.08% | +26,785 | New |
| Chatham Capital Group, Inc. | 26,697 | $7.18M | 1.20% | +830+3.2% | Added |
| Coastline Trust Co | 26,665 | $7.17M | 0.89% | −254−0.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 26,619 | $7.16M | 0.47% | +24,236+1,017.0% | Added |
| Adviser Investments LLC | 26,477 | $7.12M | 0.09% | −1,377−4.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 26,472 | $7.12M | 1.80% | −377−1.4% | Reduced |
| Advisory Services Network, LLC | 26,282 | $7.07M | 0.14% | −3,590−12.0% | Reduced |
| New Age Alpha Advisors, LLC | 26,138 | $7.03M | 0.32% | −25,024−48.9% | Reduced |
| Foster Group, Inc. | 26,134 | $7.03M | 0.26% | +293+1.1% | Added |
| New Mexico Educational Retirement Board | 25,963 | $6.99M | 0.25% | −800−3.0% | Reduced |
| Maryland State Retirement & Pension System | 25,951 | $6.98M | 0.17% | −4,252−14.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 25,874 | $6.96M | 1.99% | −30−0.1% | Reduced |
| Allstate Corp | 25,861 | $6.96M | 0.20% | +8,936+52.8% | Added |
| Reliant Investment Management, LLC | 25,709 | $6.92M | 3.59% | −375−1.4% | Reduced |
| Avantax Advisory Services, Inc. | 25,701 | $6.91M | 0.04% | −614−2.3% | Reduced |
| Guggenheim Capital LLC | 25,627 | $6.89M | 0.06% | −1,928−7.0% | Reduced |
| AMG National Trust Bank | 25,573 | $6.88M | 0.19% | −90−0.4% | Reduced |
| Bokf, NA | 25,444 | $6.85M | 0.12% | +265+1.1% | Added |
| NewEdge Wealth, LLC | 25,422 | $6.84M | 0.12% | −680−2.6% | Reduced |
| Asset Dedication, LLC | 25,335 | $6.82M | 0.55% | −971−3.7% | Reduced |