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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 18,333 | $4.93M | 0.01% | −59,429−76.4% | Reduced |
| Lincoln Capital LLC | 19,518 | $4.93M | 1.03% | +4,171+27.2% | Added |
| Quadrant Capital Group LLC | 18,305 | $4.92M | 0.18% | +5,527+43.3% | Added |
| Trinity Legacy Partners, LLC | 16,285 | $4.92M | 1.25% | −4,542−21.8% | Reduced |
| Pacifica Capital Investments, LLC | 18,020 | $4.85M | 1.72% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 18,012 | $4.85M | 1.00% | +2,994+19.9% | Added |
| Callahan Advisors, LLC | 17,826 | $4.80M | 0.46% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 17,658 | $4.75M | 0.06% | −3,082−14.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,652 | $4.75M | 0.08% | −18−0.1% | Reduced |
| LGT Group Foundation | 17,596 | $4.73M | 0.07% | −1,757−9.1% | Reduced |
| Morton Community Bank | 17,577 | $4.73M | 1.24% | −778−4.2% | Reduced |
| NorthRock Partners, LLC | 17,405 | $4.68M | 0.16% | +612+3.6% | Added |
| Journey Strategic Wealth LLC | 17,401 | $4.68M | 0.16% | +7,052+68.1% | Added |
| NBT Bank N A | 17,369 | $4.67M | 0.34% | −1,603−8.4% | Reduced |
| Jag Capital Management, LLC | 17,298 | $4.65M | 0.62% | −1,184−6.4% | Reduced |
| Elgethun Capital Management | 17,284 | $4.65M | 1.04% | −330−1.9% | Reduced |
| Snowden Capital Advisors LLC | 17,271 | $4.65M | 0.15% | −2,241−11.5% | Reduced |
| BDF-Gestion | 17,271 | $4.65M | 0.51% | 00.0% | Unchanged |
| Ghe, LLC | 17,160 | $4.62M | 2.09% | +139+0.8% | Added |
| Principal Securities, Inc. | 15,524 | $4.61M | 0.10% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 17,095 | $4.60M | 0.17% | +441+2.6% | Added |
| Pring Turner Capital Group Inc | 16,941 | $4.56M | 2.83% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,305 | $4.55M | 0.14% | −23,684−57.8% | Reduced |
| Ibex Wealth Advisors | 16,837 | $4.53M | 0.60% | +4,173+33.0% | Added |
| Glenview Trust Co | 16,822 | $4.53M | 0.09% | −483−2.8% | Reduced |
| Resonant Capital Advisors, LLC | 16,805 | $4.52M | 0.32% | −160−0.9% | Reduced |
| Park National Corp | 16,733 | $4.50M | 0.17% | −534−3.1% | Reduced |
| Apollon Wealth Management, LLC | 16,681 | $4.49M | 0.10% | +617+3.8% | Added |
| Cullen Capital Management LLC | 16,664 | $4.48M | 0.05% | −504−2.9% | Reduced |
| Bill Few Associates, Inc. | 16,653 | $4.48M | 1.60% | −283−1.7% | Reduced |
| Catalyst Capital Advisors LLC | 16,628 | $4.47M | 0.09% | −535−3.1% | Reduced |
| Haverford Trust Co | 16,612 | $4.47M | 0.04% | −1,507−8.3% | Reduced |
| Salvus Wealth Management, LLC | 16,578 | $4.46M | 2.80% | −4,084−19.8% | Reduced |
| WP Advisors, LLC | 16,572 | $4.46M | 1.48% | +169+1.0% | Added |
| Everence Capital Management Inc | 16,494 | $4.44M | 0.30% | −3,210−16.3% | Reduced |
| Banque Pictet & Cie SA | 16,430 | $4.42M | 0.05% | −4,108−20.0% | Reduced |
| Lee Johnson Capital Management, LLC | 16,429 | $4.42M | 2.34% | +297+1.8% | Added |
| Sagespring Wealth Partners, LLC | 16,265 | $4.38M | 0.11% | +2,905+21.7% | Added |
| Gilman Hill Asset Management, LLC | 16,222 | $4.36M | 0.76% | −52−0.3% | Reduced |
| Nemes Rush Group LLC | 16,201 | $4.36M | 0.55% | −211−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 16,157 | $4.35M | 0.14% | +534+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,138 | $4.34M | 0.19% | +201+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,119 | $4.34M | 0.31% | −16,507−50.6% | Reduced |
| Impact Asset Management GmbH | 16,040 | $4.32M | 1.69% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 16,032 | $4.31M | 0.34% | +561+3.6% | Added |
| Brave Asset Management Inc | 16,009 | $4.31M | 1.35% | 00.0% | Unchanged |
| Trajan Wealth LLC | 15,987 | $4.30M | 0.23% | +1,955+13.9% | Added |
| Banque Transatlantique SA | 15,981 | $4.30M | 0.13% | +3,698+30.1% | Added |
| Vident Advisory, LLC | 15,932 | $4.29M | 0.06% | +5,230+48.9% | Added |
| Kerusso Capital Management LLC | 15,919 | $4.28M | 2.72% | +403+2.6% | Added |
| Hodges Capital Management Inc. | 15,881 | $4.27M | 0.43% | +6,120+62.7% | Added |
| Hamilton Capital Partners Inc. | 15,856 | $4.27M | 0.27% | +3,387+27.2% | Added |
| Valeo Financial Advisors, LLC | 15,832 | $4.26M | 0.12% | +22+0.1% | Added |
| Milestone Asset Management, LLC | 15,826 | $4.26M | 0.91% | −8,816−35.8% | Reduced |
| Foundations Investment Advisors, LLC | 15,770 | $4.24M | 0.08% | −142−0.9% | Reduced |
| Karani Asset Management LLC | 15,764 | $4.24M | 4.49% | −3,984−20.2% | Reduced |
| Patton Fund Management, Inc. | 15,739 | $4.23M | 1.03% | −4,631−22.7% | Reduced |
| Van Eck Associates Corp | 15,731 | $4.23M | 0.01% | +631+4.2% | Added |
| Stone Point Wealth LLC | 15,654 | $4.21M | 1.43% | −410−2.6% | Reduced |
| Dakota Wealth Management | 15,627 | $4.20M | 0.10% | −728−4.5% | Reduced |
| Gotham Asset Management, LLC | 15,612 | $4.20M | 0.04% | +1,091+7.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,407 | $4.15M | 0.11% | +7,391+92.2% | Added |
| Moody Lynn & Lieberson, LLC | 15,376 | $4.14M | 0.27% | +19+0.1% | Added |
| Birmingham Capital Management Co Inc | 15,365 | $4.13M | 1.56% | −640−4.0% | Reduced |
| NVWM, LLC | 15,264 | $4.11M | 1.09% | +206+1.4% | Added |
| Hartline Investment Corp | 15,252 | $4.10M | 0.55% | −19−0.1% | Reduced |
| CFC Planning Co LLC | 15,220 | $4.10M | 4.48% | +1,392+10.1% | Added |
| Horizon Investment Services, LLC | 15,083 | $4.06M | 1.97% | −128−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 15,074 | $4.06M | 0.10% | +4,408+41.3% | Added |
| BNC Wealth Management, LLC | 15,066 | $4.05M | 1.46% | +162+1.1% | Added |
| Mathes Company, Inc. | 15,038 | $4.05M | 1.65% | −1,732−10.3% | Reduced |
| Empire Financial Management Company, LLC | 15,036 | $4.05M | 1.25% | −17−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 14,861 | $4.00M | 0.57% | +5,994+67.6% | Added |
| AssuredPartners Investment Advisors, LLC | 14,857 | $4.00M | 0.77% | +799+5.7% | Added |
| National Asset Management, Inc. | 14,838 | $3.99M | 0.12% | +536+3.7% | Added |
| Wynn Capital, LLC | 14,830 | $3.99M | 2.37% | −60−0.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,681 | $3.95M | 1.54% | +95+0.7% | Added |
| Benedict Financial Advisors Inc | 14,638 | $3.94M | 0.91% | −370−2.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 14,605 | $3.93M | 0.34% | −201−1.4% | Reduced |
| Aviance Capital Partners, LLC | 14,530 | $3.91M | 0.55% | −350−2.4% | Reduced |
| Signaturefd, LLC | 14,525 | $3.91M | 0.07% | +123+0.9% | Added |
| South State Corp. | 14,390 | $3.87M | 0.18% | +682+5.0% | Added |
| Independent Financial Group, LLC | 14,367 | $3.87M | 0.13% | −275−1.9% | Reduced |
| TCTC Holdings, LLC | 14,238 | $3.83M | 0.13% | −44−0.3% | Reduced |
| Taurus Asset Management, LLC | 14,198 | $3.82M | 0.39% | −300−2.1% | Reduced |
| Goelzer Investment Management, Inc. | 14,156 | $3.81M | 0.22% | −195−1.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 14,146 | $3.81M | 0.49% | +1,065+8.1% | Added |
| Central Pacific Bank - Trust Division | 14,111 | $3.80M | 0.53% | −3,714−20.8% | Reduced |
| Brendel Financial Advisors LLC | 14,021 | $3.77M | 2.29% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 13,928 | $3.75M | 0.52% | −4,285−23.5% | Reduced |
| Evercore Wealth Management, LLC | 13,827 | $3.72M | 0.06% | −204−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,824 | $3.72M | 0.14% | −299−2.1% | Reduced |
| TD Private Client Wealth LLC | 13,822 | $3.72M | 0.10% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 13,783 | $3.71M | 0.08% | −1,156−7.7% | Reduced |
| Meeder Advisory Services, Inc. | 13,775 | $3.71M | 0.22% | +228+1.7% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,658 | $3.67M | 0.04% | −1,158−7.8% | Reduced |
| Chicago Capital, LLC | 13,643 | $3.67M | 0.10% | +275+2.1% | Added |
| Journey Advisory Group, LLC | 13,611 | $3.66M | 0.30% | +13,611 | New |
| Compass Wealth Management LLC | 13,570 | $3.65M | 0.93% | −515−3.7% | Reduced |
| Oppenheimer Asset Management Inc. | 13,550 | $3.65M | 0.05% | −5,167−27.6% | Reduced |