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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 25,057 | $6.74M | 0.82% | −1,606−6.0% | Reduced |
| Roundview Capital LLC | 24,566 | $6.61M | 0.48% | −60−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 24,391 | $6.56M | 0.61% | +867+3.7% | Added |
| Adalta Capital Management LLC | 24,385 | $6.56M | 3.49% | −400−1.6% | Reduced |
| Oddo BHF Asset Management SAS | 24,373 | $6.56M | 0.27% | −1,355−5.3% | Reduced |
| Hendershot Investments Inc. | 24,361 | $6.55M | 0.89% | −40.0% | Reduced |
| E. Ohman J:or Asset Management AB | 24,320 | $6.54M | 0.17% | −1,650−6.4% | Reduced |
| Cary Street Partners Financial LLC | 24,318 | $6.54M | 0.21% | −799−3.2% | Reduced |
| Venture Visionary Partners LLC | 24,231 | $6.52M | 0.27% | +233+1.0% | Added |
| Kingsview Wealth Management, LLC | 24,191 | $6.51M | 0.12% | +1,379+6.0% | Added |
| Seizert Capital Partners, LLC | 24,180 | $6.51M | 0.30% | −10,613−30.5% | Reduced |
| Synovus Financial Corp | 24,178 | $6.51M | 0.08% | +657+2.8% | Added |
| Savant Capital, LLC | 24,170 | $6.50M | 0.06% | −17,149−41.5% | Reduced |
| Arvest Bank Trust Division | 24,121 | $6.49M | 0.41% | +24,121 | New |
| Arcadia Investment Management Corp | 24,099 | $6.48M | 1.17% | −1,266−5.0% | Reduced |
| J.W. Cole Advisors, Inc. | 24,082 | $6.48M | 0.20% | +10,852+82.0% | Added |
| CenterBook Partners LP | 23,920 | $6.44M | 0.41% | +3,025+14.5% | Added |
| Marsico Capital Management LLC | 23,817 | $6.41M | 0.22% | −25,577−51.8% | Reduced |
| Ieq Capital, LLC | 23,762 | $6.39M | 0.05% | −2,892−10.9% | Reduced |
| Trust Co of Vermont | 23,618 | $6.35M | 0.32% | +449+1.9% | Added |
| Silvant Capital Management LLC | 23,563 | $6.34M | 0.29% | +284+1.2% | Added |
| Bremer Bank National Association | 23,558 | $6.34M | 1.13% | +1,106+4.9% | Added |
| First Interstate Bank | 23,542 | $6.33M | 0.38% | −1,420−5.7% | Reduced |
| Freestone Capital Holdings, LLC | 23,281 | $6.26M | 0.23% | +24+0.1% | Added |
| Community Financial Services Group, LLC | 23,182 | $6.24M | 1.35% | −275−1.2% | Reduced |
| Edgestream Partners, L.P. | 23,166 | $6.23M | 0.21% | +18,654+413.4% | Added |
| Insight Wealth Strategies, LLC | 23,123 | $6.22M | 0.84% | +4,364+23.3% | Added |
| Bretton Capital Management, LLC | 23,100 | $6.22M | 5.89% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 23,121 | $6.20M | 0.11% | −4,015−14.8% | Reduced |
| RBF Capital, LLC | 23,000 | $6.19M | 0.39% | 00.0% | Unchanged |
| Shell Asset Management Co | 22,880 | $6.16M | 0.29% | −835−3.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 20,898 | $6.15M | 0.33% | +20,898 | New |
| Sandhill Capital Partners LLC | 22,829 | $6.14M | 0.50% | −17−0.1% | Reduced |
| Wright Investors Service Inc | 22,813 | $6.14M | 2.03% | +6,990+44.2% | Added |
| Wedbush Securities Inc | 22,754 | $6.12M | 0.22% | −249−1.1% | Reduced |
| Wisconsin Capital Management LLC | 22,712 | $6.11M | 3.89% | −715−3.1% | Reduced |
| Montag A & Associates Inc | 22,702 | $6.11M | 0.31% | −244−1.1% | Reduced |
| Umb Bank N A | 22,582 | $6.08M | 0.10% | +724+3.3% | Added |
| RSM US Wealth Management LLC | 22,529 | $6.06M | 0.09% | −776−3.3% | Reduced |
| Citizens Financial Group Inc | 22,420 | $6.03M | 0.12% | −63,729−74.0% | Reduced |
| Omers Administration Corp | 22,400 | $6.03M | 0.05% | −3,063−12.0% | Reduced |
| Hutner Capital Management Inc | 22,309 | $6.00M | 2.56% | −43−0.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 22,209 | $5.98M | 0.67% | −710−3.1% | Reduced |
| Family Management Corp | 22,179 | $5.97M | 0.99% | −12,152−35.4% | Reduced |
| SG Americas Securities, LLC | 22,163 | $5.96M | 0.02% | −51,224−69.8% | Reduced |
| Siemens Fonds Invest GmbH | 22,134 | $5.96M | 0.41% | +22,134 | New |
| Holocene Advisors, LP | 22,113 | $5.95M | 0.02% | −212,762−90.6% | Reduced |
| Comgest Global Investors S.A.S. | 22,102 | $5.95M | 0.11% | +22,102 | New |
| AlpenGlobal Capital LLC | 22,070 | $5.94M | 4.29% | +157+0.7% | Added |
| Grassi Investment Management | 22,060 | $5.93M | 0.55% | −400−1.8% | Reduced |
| London & Capital Asset Management Ltd | 21,927 | $5.90M | 0.51% | +21,927 | New |
| Condor Capital Management | 21,790 | $5.86M | 0.55% | −196−0.9% | Reduced |
| F/M Investments LLC | 21,777 | $5.86M | 0.23% | +2,732+14.3% | Added |
| CAPROCK Group, Inc. | 21,606 | $5.81M | 0.18% | +1,700+8.5% | Added |
| Concurrent Investment Advisors, LLC | 21,600 | $5.81M | 0.14% | +1,074+5.2% | Added |
| Chicago Trust Co NA | 21,595 | $5.81M | 1.03% | −1,193−5.2% | Reduced |
| Mirabaud Asset Management Ltd | 21,858 | $5.80M | 3.04% | −2,598−10.6% | Reduced |
| AustralianSuper Pty Ltd | 21,480 | $5.78M | 0.03% | −3,786−15.0% | Reduced |
| Naples Global Advisors, LLC | 21,463 | $5.77M | 0.55% | −356−1.6% | Reduced |
| Chapman Investment Management, LLC | 21,462 | $5.77M | 4.31% | +73+0.3% | Added |
| Greenleaf Trust | 21,416 | $5.76M | 0.05% | −330−1.5% | Reduced |
| Banque Cantonale Vaudoise | 21,354 | $5.75M | 0.25% | +21,354 | New |
| Equitable Holdings, Inc. | 21,350 | $5.74M | 0.05% | +2,972+16.2% | Added |
| Fiduciary Group LLC | 21,344 | $5.74M | 0.58% | −56−0.3% | Reduced |
| Merit Financial Group, LLC | 20,816 | $5.60M | 0.08% | +2,819+15.7% | Added |
| Plato Investment Management Ltd | 20,341 | $5.53M | 0.47% | −1,833−8.3% | Reduced |
| Northstar Group, Inc. | 20,555 | $5.53M | 0.90% | −200−1.0% | Reduced |
| Kathleen S. Wright Associates Inc. | 20,427 | $5.53M | 2.28% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 20,446 | $5.50M | 0.84% | −411−2.0% | Reduced |
| Empirical Finance, LLC | 20,398 | $5.49M | 0.33% | +253+1.3% | Added |
| Northwest & Ethical Investments L.P. | 20,334 | $5.47M | 0.15% | −8,081−28.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 20,183 | $5.43M | 2.34% | +20,183 | New |
| Stephens Inc | 20,177 | $5.43M | 0.08% | −288−1.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.41M | 1.71% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 20,000 | $5.38M | 0.99% | −502−2.4% | Reduced |
| Courier Capital LLC | 19,985 | $5.38M | 0.35% | +1,517+8.2% | Added |
| Meeder Asset Management Inc | 19,739 | $5.31M | 0.36% | +17,041+631.6% | Added |
| TKG Advisors, LLC | 19,683 | $5.30M | 2.61% | +1,229+6.7% | Added |
| LaFleur & Godfrey LLC | 19,649 | $5.29M | 0.72% | −265−1.3% | Reduced |
| Capital International Inc | 19,503 | $5.25M | 0.06% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 19,475 | $5.24M | 1.15% | −1,486−7.1% | Reduced |
| Modera Wealth Management, LLC | 19,444 | $5.23M | 0.07% | −89−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 19,425 | $5.23M | 0.06% | +1,157+6.3% | Added |
| Banco Santander, S.A. | 19,415 | $5.22M | 0.06% | +16,581+585.1% | Added |
| Hi-Line Capital Management, LLC | 19,301 | $5.19M | 1.94% | +414+2.2% | Added |
| Ballentine Partners, LLC | 19,020 | $5.12M | 0.09% | −71−0.4% | Reduced |
| Triglav Skladi, D.O.O. | 19,000 | $5.11M | 0.43% | −8,500−30.9% | Reduced |
| Covea Finance | 19,000 | $5.11M | 0.23% | +19,000 | New |
| Amica Mutual Insurance Co | 18,981 | $5.11M | 0.56% | −10,362−35.3% | Reduced |
| BFSG, LLC | 18,965 | $5.10M | 0.62% | −64−0.3% | Reduced |
| NewSquare Capital LLC | 18,964 | $5.10M | 0.42% | +682+3.7% | Added |
| CSM Advisors, LLC | 18,850 | $5.07M | 0.28% | −975−4.9% | Reduced |
| Caldwell Trust Co | 18,801 | $5.06M | 0.54% | +345+1.9% | Added |
| Sumitomo Life Insurance Co | 18,710 | $5.03M | 0.18% | −211−1.1% | Reduced |
| 2Xideas AG | 18,657 | $5.02M | 0.76% | −27,724−59.8% | Reduced |
| JLB & Associates Inc | 18,618 | $5.01M | 0.70% | −505−2.6% | Reduced |
| Mount Vernon Associates Inc | 18,587 | $5.00M | 4.08% | +270+1.5% | Added |
| Welch Group, LLC | 18,809 | $4.99M | 0.22% | −14−0.1% | Reduced |
| Verdence Capital Advisors LLC | 18,362 | $4.94M | 0.38% | 00.0% | Unchanged |
| Selway Asset Management | 18,347 | $4.94M | 2.04% | +75+0.4% | Added |