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 |
|---|---|---|---|---|---|
| Optimas Capital Ltd | 13,500 | $3.63M | 6.17% | −700−4.9% | Reduced |
| Arete Wealth Advisors, LLC | 13,400 | $3.61M | 0.28% | −299−2.2% | Reduced |
| Fiduciary Alliance LLC | 13,376 | $3.60M | 0.35% | −62−0.5% | Reduced |
| Grandfield & Dodd, LLC | 13,363 | $3.60M | 0.22% | −27−0.2% | Reduced |
| Smith, Salley & Associates | 13,350 | $3.59M | 0.24% | +179+1.4% | Added |
| Constitution Capital LLC | 13,315 | $3.58M | 1.98% | +915+7.4% | Added |
| Game Plan Financial Advisors, LLC | 13,299 | $3.58M | 1.74% | −5,683−29.9% | Reduced |
| Boston Family Office LLC | 13,200 | $3.55M | 0.25% | +1,800+15.8% | Added |
| Richard Bernstein Advisors LLC | 13,148 | $3.54M | 0.09% | −654−4.7% | Reduced |
| Buckhead Capital Management LLC | 13,117 | $3.53M | 1.13% | −1,115−7.8% | Reduced |
| Teachers Insurance & Annuity Association of America | 13,100 | $3.52M | 4.70% | −255−1.9% | Reduced |
| Greenfield Savings Bank | 13,081 | $3.52M | 1.73% | −37−0.3% | Reduced |
| Change Path, LLC | 12,935 | $3.48M | 0.10% | +119+0.9% | Added |
| Sargent Investment Group, LLC | 12,913 | $3.47M | 0.55% | +1,158+9.9% | Added |
| Tower Bridge Advisors | 12,899 | $3.47M | 0.39% | +447+3.6% | Added |
| CoreCap Advisors, LLC | 12,899 | $3.47M | 0.15% | −3,469−21.2% | Reduced |
| BLB&B Advisors, LLC | 12,893 | $3.47M | 0.18% | −30.0% | Reduced |
| Strata Wealth Advisors, LLC | 12,867 | $3.46M | 1.08% | −2,311−15.2% | Reduced |
| West Oak Capital, LLC | 12,862 | $3.46M | 1.34% | −1,405−9.8% | Reduced |
| AE Wealth Management LLC | 12,820 | $3.45M | 0.03% | −673−5.0% | Reduced |
| Conscious Wealth Investments, LLC | 12,101 | $3.44M | 2.39% | −2,447−16.8% | Reduced |
| Parallel Advisors, LLC | 12,781 | $3.44M | 0.08% | +8+0.1% | Added |
| Infusive Asset Management Inc. | 12,761 | $3.43M | 1.59% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 12,630 | $3.40M | 0.68% | +900+7.7% | Added |
| Callan Family Office, LLC | 12,592 | $3.39M | 0.25% | −822−6.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 12,540 | $3.37M | 0.17% | +333+2.7% | Added |
| Jacobi Capital Management LLC | 12,524 | $3.37M | 0.25% | −1,020−7.5% | Reduced |
| Bleakley Financial Group, LLC | 12,470 | $3.36M | 0.11% | +229+1.9% | Added |
| Cito Capital Group, LLC | 12,440 | $3.35M | 1.27% | +2,000+19.2% | Added |
| Frank, Rimerman Advisors LLC | 12,346 | $3.32M | 0.26% | +172+1.4% | Added |
| Schechter Investment Advisors, LLC | 12,183 | $3.28M | 0.27% | −1,836−13.1% | Reduced |
| Midwest Professional Planners, LTD. | 12,179 | $3.28M | 1.02% | −88−0.7% | Reduced |
| Profund Advisors LLC | 12,177 | $3.28M | 0.14% | −768−5.9% | Reduced |
| Empowered Funds, LLC | 12,141 | $3.27M | 0.05% | −24,624−67.0% | Reduced |
| Brighton Jones LLC | 12,110 | $3.26M | 0.10% | +5,629+86.9% | Added |
| Invesco, LLC | 12,083 | $3.25M | 1.34% | −549−4.3% | Reduced |
| Two Sigma Investments, LP | 12,053 | $3.24M | 0.01% | +53+0.4% | Added |
| Insight Inv LLC | 12,021 | $3.23M | 2.22% | +40.0% | Added |
| Independent Investors Inc | 12,000 | $3.23M | 0.69% | 00.0% | Unchanged |
| Webster Bank, N. A. | 11,999 | $3.23M | 0.35% | +43+0.4% | Added |
| Zhang Financial LLC | 11,998 | $3.23M | 0.17% | +2,552+27.0% | Added |
| Boston Private Wealth LLC | 11,969 | $3.22M | 0.13% | −662−5.2% | Reduced |
| Columbia Asset Management | 11,907 | $3.20M | 0.65% | −790−6.2% | Reduced |
| Harbor Capital Advisors, Inc. | 11,798 | $3.17M | 0.14% | −165−1.4% | Reduced |
| First Horizon Advisors, Inc. | 11,791 | $3.17M | 0.09% | +1,212+11.5% | Added |
| Trust Co of Toledo NA | 11,786 | $3.17M | 0.42% | +90+0.8% | Added |
| Strategic Planning Group, LLC | 11,736 | $3.16M | 0.62% | +77+0.7% | Added |
| Eisler Capital Management Ltd. | 11,678 | $3.14M | 0.09% | +10,980+1,573.1% | Added |
| RFG Advisory, LLC | 11,678 | $3.14M | 0.08% | +484+4.3% | Added |
| Arcus Capital Partners, LLC | 11,623 | $3.13M | 1.26% | +40+0.3% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 11,600 | $3.12M | 0.09% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 11,590 | $3.12M | 1.13% | +14+0.1% | Added |
| Cullen Investment Group, Ltd. | 11,583 | $3.12M | 0.47% | −258−2.2% | Reduced |
| Walleye Trading LLC | 11,568 | $3.11M | 0.09% | −26,239−69.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,566 | $3.11M | 0.24% | +11,566 | New |
| Lodestone Wealth Management LLC | 11,565 | $3.11M | 1.66% | −2,119−15.5% | Reduced |
| Ostrum Asset Management | 11,558 | $3.11M | 0.16% | −517−4.3% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.10M | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 11,489 | $3.09M | 2.13% | −147−1.3% | Reduced |
| Bull Street Advisors, LLC | 11,480 | $3.09M | 1.48% | −70−0.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,470 | $3.09M | 2.02% | −293−2.5% | Reduced |
| Arkadios Wealth Advisors | 11,467 | $3.09M | 0.12% | +5,188+82.6% | Added |
| Canandaigua National Bank & Trust Co | 11,467 | $3.09M | 0.31% | −727−6.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,453 | $3.08M | 0.20% | −198−1.7% | Reduced |
| Rehmann Capital Advisory Group | 11,445 | $3.08M | 0.19% | −1,133−9.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,414 | $3.07M | 0.07% | −134−1.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 11,356 | $3.06M | 1.02% | +443+4.1% | Added |
| SCS Capital Management LLC | 11,316 | $3.04M | 0.04% | +11,316 | New |
| Diversify Wealth Management, LLC | 11,350 | $3.03M | 0.23% | +277+2.5% | Added |
| Wealthspire Advisors, LLC | 11,240 | $3.02M | 0.02% | −35−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,234 | $3.02M | 0.25% | −508−4.3% | Reduced |
| Fruth Investment Management | 11,230 | $3.02M | 0.84% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 11,229 | $3.02M | 1.44% | +246+2.2% | Added |
| KCM Investment Advisors LLC | 11,220 | $3.02M | 0.11% | −418−3.6% | Reduced |
| Herbst Group, LLC | 11,192 | $3.01M | 2.13% | −944−7.8% | Reduced |
| Capstone Investment Advisors, LLC | 11,182 | $3.01M | 0.03% | +4,065+57.1% | Added |
| G&S Capital LLC | 11,142 | $3.00M | 1.27% | −105−0.9% | Reduced |
| Entropy Technologies, LP | 11,110 | $2.99M | 0.29% | +11,110 | New |
| KWB Wealth | 10,041 | $2.98M | 0.36% | +10+0.1% | Added |
| Personal Cfo Solutions, LLC | 11,060 | $2.98M | 0.60% | −295−2.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,048 | $2.97M | 1.92% | +2,132+23.9% | Added |
| Leonteq Securities AG | 11,078 | $2.97M | 0.23% | −6,049−35.3% | Reduced |
| Gifford Fong Associates | 11,000 | $2.96M | 0.74% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 10,938 | $2.94M | 0.12% | −532−4.6% | Reduced |
| Peoples Financial Services Corp. | 10,931 | $2.94M | 1.41% | −343−3.0% | Reduced |
| Texas Bank & Trust Co | 10,903 | $2.93M | 1.24% | +350+3.3% | Added |
| Vinva Investment Management Ltd | 11,037 | $2.93M | 0.12% | +1,201+12.2% | Added |
| Sigma Planning Corp | 10,846 | $2.92M | 0.09% | +195+1.8% | Added |
| Venturi Wealth Management, LLC | 10,829 | $2.91M | 0.15% | −346−3.1% | Reduced |
| Gladstone Institutional Advisory LLC | 10,828 | $2.91M | 0.14% | −5,536−33.8% | Reduced |
| Impax Asset Management Group plc | 10,797 | $2.90M | 0.02% | −144−1.3% | Reduced |
| Rathbone Brothers plc | 10,797 | $2.90M | 0.01% | +44+0.4% | Added |
| Wedmont Private Capital | 11,550 | $2.90M | 0.15% | +148+1.3% | Added |
| Moody National Bank Trust Division | 10,780 | $2.90M | 0.30% | −100−0.9% | Reduced |
| Smithfield Trust Co | 10,776 | $2.90M | 0.15% | −346−3.1% | Reduced |
| IFP Advisors, Inc | 10,760 | $2.89M | 0.09% | +5,924+122.5% | Added |
| Great Lakes Retirement, Inc. | 10,717 | $2.88M | 0.38% | +195+1.9% | Added |
| L & S Advisors Inc | 10,688 | $2.88M | 0.35% | −15,472−59.1% | Reduced |
| Valueworks LLC | 10,687 | $2.88M | 1.08% | +110+1.0% | Added |
| Peak Financial Advisors LLC | 10,625 | $2.86M | 1.46% | −71−0.7% | Reduced |