Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2025 vs. Q1 2025

How the institutions holding American Express Co changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of AXP: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2,627372,719+129
Shares597.6M1.25M595.6M−797.5K (−0.1%)
Value$160.7B$334.9M$189.9B+$29.6B (+18.4%)

37 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (244)

Institutions that held American Express Co at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 244 by value.

Institutions new to AXP in Q2 2025
InstitutionSharesValue% of portfolio
Swedbank AB366,826$117.0M0.13%
Glenmede Investment Management, LP307,470$98.1M0.50%
Global Frontier Investments LLC197,215$62.9M15.00%
Mirae Asset Securities (USA) Inc.100,257$32.0M1.41%
Berkley W R Corp99,400$31.7M1.97%
Skye Global Management LP65,500$20.9M0.45%
Thames Capital Management LLC41,576$13.3M3.00%
Mizuho Securities USA LLC38,248$12.2M0.26%
Gillson Capital LP34,320$10.9M0.84%
Genus Capital Management Inc.33,546$10.7M1.36%
Private Advisory Group LLC31,710$10.1M0.95%
Longbow Finance SA28,273$9.02M0.96%
Winton Group Ltd26,276$8.38M0.43%
Vise Technologies, Inc.25,333$8.08M0.33%
Summit Trail Advisors, LLC24,672$7.87M0.14%
Wetherby Asset Management Inc23,533$7.51M0.33%
Brevan Howard Capital Management LP21,793$6.95M0.08%
Beck Bode, LLC19,158$6.11M1.03%
Chase Investment Counsel Corp18,224$5.81M1.86%
Generate Investment Management Ltd15,000$4.78M0.27%
MASTERINVEST Kapitalanlage GmbH13,979$4.46M0.47%
Global Retirement Partners, LLC10,973$3.50M0.09%
Asio Capital, LLC10,461$3.34M0.56%
Canada Post Corp Registered Pension Plan10,381$3.31M0.19%
BCS Private Wealth Management, Inc.9,821$3.13M1.18%
Strategic Wealth Partners, Ltd.9,670$3.08M0.24%
Stenger Family Office, LLC10,001$3.03M0.80%
Twin Capital Management Inc8,551$2.73M0.29%
Hilltop National Bank7,884$2.51M0.66%
Applied Finance Capital Management, LLC7,779$2.48M0.17%
Cannon Advisors, Inc.7,217$2.30M1.85%
Landscape Capital Management, L.L.C.7,212$2.30M0.18%
Oliver Lagore Vanvalin Investment Group8,244$2.22M0.87%
Symphony Financial, Ltd. Co.7,823$2.14M0.28%
Midwest Trust Co6,402$2.04M0.03%
Rydar Equities, Inc.5,410$1.73M1.36%
Catalytic Wealth RIA, LLC5,370$1.71M0.14%
AlphaStar Capital Management, LLC5,328$1.70M0.12%
Grant Private Wealth Management Inc5,183$1.65M0.94%
DRW Securities, LLC5,142$1.64M0.12%
Sterling Wealth Management, Inc.5,136$1.64M0.56%
Arbor Capital Management Inc5,193$1.60M1.39%
Soundwatch Capital LLC2,551$1.57M0.33%
NFJ Investment Group, LLC4,729$1.51M0.05%
IronOak Wealth LLC.4,538$1.45M1.41%
Stance Capital LLC4,479$1.43M0.54%
Spirepoint Private Client, LLC4,408$1.41M0.16%
S-Bank Fund Management Ltd4,238$1.35M0.20%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund4,200$1.34M0.05%
FNY Investment Advisers, LLC4,000$1.27M0.54%
Notis-McConarty Edward3,832$1.22M0.60%
PDT Partners, LLC3,800$1.21M0.07%
Rexford Capital Inc3,341$1.07M0.88%
DSG Capital Advisors, LLC3,288$1.05M0.19%
Kidder Stephen W3,075$980.9K0.29%
Simplex Trading, LLC3,075$980.0K0.03%
WBI Investments3,040$969.8K0.25%
Chapman Financial Group, LLC2,953$941.9K0.80%
Financiere des Professionnels - Fonds d,investissement inc.2,780$886.8K0.05%
Inceptionr LLC2,610$832.5K0.19%
Integrated Quantitative Investments LLC2,311$737.2K0.22%
Nine Masts Capital Ltd2,284$728.5K0.29%
Peregrine Asset Advisers, Inc.2,279$727.0K0.23%
David R. Rahn & Associates Inc.2,018$643.7K0.17%
Tripletail Wealth Management, LLC1,955$579.2K0.83%
Silverberg Bernstein Capital Management LLC1,800$574.2K0.39%
Turtle Creek Wealth Advisors, LLC1,767$563.6K0.07%
Carter Financial Group, INC.1,724$549.8K0.36%
Cache Advisors, LLC1,708$544.8K0.15%
MUFG Securities EMEA plc1,635$521.5K0.02%
TradeWell Securities, LLC.1,564$498.9K0.24%
Investor's Fiduciary Advisor Network, LLC1,541$491.0K0.18%
Winthrop Advisory Group LLC1,522$485.5K0.05%
ClearAlpha Technologies LP1,506$480.4K1.38%
Westfuller Advisors, LLC1,348$430.0K0.25%
Schnieders Capital Management LLC1,343$428.4K0.08%
Long Island Wealth Management, Inc.1,339$427.1K0.22%
Hibernia Wealth Partners, LLC1,337$426.5K0.16%
First Fiduciary Investment Counsel, Inc.1,333$425.0K0.08%
Capital Markets Trading UK LLP1,251$399.0K0.45%
Burling Wealth Partners, LLC1,239$395.2K0.07%
North Dallas Bank & Trust Co1,233$393.3K0.30%
Spartan Planning & Wealth Management1,208$385.3K0.33%
Wealth Quarterback LLC1,202$383.4K0.18%
Spectrum Planning & Advisory Services Inc.1,197$381.9K0.25%
Syverson Strege & Co1,126$359.2K0.08%
LPWM LLC1,121$357.6K0.10%
Counterpoint Mutual Funds LLC1,114$355.3K0.03%
Perfromance Wealth Partners, LLC1,101$351.2K0.01%
Kellett Schaffner Wealth Advisors LLC1,096$349.5K0.23%
Wellspring Financial Advisors, LLC1,095$349.3K0.04%
Regal Investment Advisors LLC1,086$346.4K0.03%
Facet Wealth, Inc.1,128$337.6K0.01%
Bravias Capital Group, LLC1,058$337.5K0.25%
OneAscent Investment Solutions LLC1,024$327.0K0.35%
American Trust1,024$326.6K0.03%
CTC Alternative Strategies, Ltd.980$312.6K0.27%
Hofer & Associates. Inc977$311.8K0.19%
iA Global Asset Management Inc.950$303.0K0.00%
Investment Advisory Group, LLC948$302.4K0.09%

Sold out (115)

Institutions that held American Express Co at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 115 by value.

Institutions that sold out of AXP in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
MetLife Investment Management153,184$41.2M
Corebridge Financial, Inc.151,474$40.8M
PGGM Investments87,571$23.6M
Anomaly Capital Management, LP79,827$21.5M
Tudor Investment Corp Et Al76,000$20.4M
United Services Automobile Association66,800$17.7M
Jump Financial, LLC53,233$14.3M
Marex Group plc50,961$13.7M
NatWest Group plc31,561$8.49M
Bouvel Investment Partners, LLC28,917$7.84M
Redwood Grove Capital, LLC28,672$7.71M
Bridgewater Associates, LP27,789$7.48M
Edgestream Partners, L.P.23,166$6.23M
Balyasny Asset Management LLC18,333$4.93M
Optimas Capital Ltd13,500$3.63M
Two Sigma Investments, LP12,053$3.24M
Eisler Capital Management Ltd.11,678$3.14M
Campbell & CO Investment Adviser LLC11,566$3.11M
Valueworks LLC10,687$2.88M
Quantbot Technologies LP9,819$2.64M
JPB Foundation8,851$2.38M
Agf Management Ltd8,356$2.25M
Sciencast Management LP7,405$1.99M
ISAM Funds (UK) Ltd7,323$1.97M
Townsend & Associates, Inc7,895$1.91M
Scientech Research LLC7,027$1.89M
Optiver Holding B.V.6,456$1.74M
Financial Counselors Inc5,827$1.57M
Highview Capital Management LLC5,776$1.55M
Caxton Associates LLP5,532$1.49M
Legacy Advisors, LLC5,324$1.43M
U S Global Investors Inc5,305$1.43M
AXS Investments LLC4,991$1.34M
GAM Holding AG4,862$1.31M
Trust Point Inc.4,612$1.24M
Marshall Wace, LLP4,500$1.21M
Twin Tree Management, LP4,463$1.20M
Wolverine Asset Management LLC4,397$1.18M
Y-Intercept (Hong Kong) Ltd4,387$1.18M
Guardian Investment Management4,092$1.10M
West Coast Financial LLC3,949$1.06M
Farringdon Capital, Ltd.3,844$1.03M
Sanders Morris Harris LLC3,731$1.01M
Mattson Financial Services, LLC3,398$914.2K
Virtu Financial LLC3,333$897.0K
Simon Quick Advisors, LLC3,175$854.3K
Prelude Capital Management, LLC3,033$816.0K
Empirical Asset Management, LLC3,010$809.9K
Bank Hapoalim BM2,778$747.0K
MQS Management LLC2,652$713.5K
Headlands Technologies LLC2,384$641.4K
Ecofi Investissements SA2,700$621.1K
Engineers Gate Manager LP2,046$550.5K
ORBA Wealth Advisors, L.L.C.2,017$542.7K
Mitsubishi UFJ Asset Management (UK) Ltd.2,000$538.0K
R Squared Ltd1,890$508.5K
Board of the Pension Protection Fund1,800$484.3K
XTX Topco Ltd1,730$465.5K
Severin Investments, LLC1,686$453.6K
Brown Financial Advisors1,641$441.5K
Copley Financial Group, Inc.1,624$436.9K
Aveo Capital Partners, LLC1,557$430.1K
Cinctive Capital Management LP1,525$410.3K
Brasada Capital Management, LP1,500$403.6K
Oversea-Chinese Banking CORP Ltd1,256$337.9K
Family Firm, Inc.1,234$332.0K
Quest Partners LLC1,095$294.6K
Mezzasalma Advisors, LLC1,070$287.9K
Petrus Trust Company, LTA1,041$280.1K
Sterling Investment Counsel, LLC1,040$279.8K
111 Capital1,033$277.9K
Virtue Capital Management, LLC977$262.7K
XY Capital Ltd974$262.1K
GWN Securities Inc.936$252.1K
Lokken Investment Group LLC935$251.6K
Capula Management Ltd904$243.2K
Capital Market Strategies LLC860$231.4K
Bridgefront Capital, LLC824$221.7K
Mizuho Markets Americas LLC823$221.4K
Two Sigma Securities, LLC821$220.9K
Hexagon Capital Partners LLC806$216.9K
Prudent Investors Network773$208.0K
Probity Advisors, Inc.759$204.2K
Unique Wealth Strategies, LLC752$202.3K
Portfolio Design Labs, LLC749$201.5K
CAP Partners, LLC745$200.6K
Wayfinding Financial, LLC703$189.0K
Marathon Trading Investment Management LLC701$188.6K
MRP Capital Investments, LLC584$157.1K
West Paces Advisors Inc.545$146.6K
eCIO, Inc.129,000$129.3K
New Millennium Group LLC468$125.9K
BTG Pactual Asset Management US LLC397$106.8K
GKV Capital Management Co., Inc.350$94.2K
Compagnie Lombard Odier SCmA290$78.0K
Wiser Advisor Group LLC264$70.9K
Saudi Central Bank222$59.7K
Flaharty Asset Management, LLC209$56.2K
Greenline Partners, LLC193$51.9K
Abound Financial, LLC153$41.2K

Not filed for Q2 2025 yet (37)

Institutions that held American Express Co at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AXP in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Glenmede Trust Co NA312,157$84.0M
Credit Agricole S A301,348$81.1M
Pensioenfonds Rail & Ov222,378$59.8M
Orion Portfolio Solutions, LLC62,450$16.8M
Rakuten Investment Management, Inc.50,964$13.5M
Sandy Spring Bank49,786$13.4M
Mizuho Securities USA LLC44,439$12.0M
Sheaff Brock Investment Advisors, LLC39,350$10.6M
Bremer Bank National Association23,558$6.34M
CAPROCK Group, Inc.21,606$5.81M
Selway Asset Management18,347$4.94M
Impact Asset Management GmbH16,040$4.32M
Taurus Asset Management, LLC14,198$3.82M
Schechter Investment Advisors, LLC12,183$3.28M
Wolf Group Capital Advisors8,832$2.38M
Vista Wealth Management Group, LLC8,780$2.36M
Delta Financial Group, Inc.6,272$1.74M
Griffith & Werner, Inc.5,028$1.35M
Marcum Wealth, LLC4,233$1.14M
Lindbrook Capital, LLC3,426$921.7K
Cable Hill Partners, LLC3,238$865.3K
Caas Capital Management LP2,227$599.2K
Beach Investment Counsel Inc1,930$519.0K
Callan Capital, LLC1,770$476.2K
Monterey Private Wealth, Inc.1,570$422.3K
Shum Financial Group, Inc.1,345$361.9K
Regent Peak Wealth Advisors LLC1,198$322.3K
BluePointe Capital Management, LLC1,025$275.8K
Safeguard Financial, LLC982$264.3K
Transform Wealth, LLC946$254.5K
Grant/GrossMendelsohn, LLC841$222.9K
Sabal Trust CO816$219.5K
Pacific Global Investment Management CO806$216.9K
Financial Network Wealth Management LLC701$188.0K
JCIC Asset Management Inc.470$126.5K
Davis Capital Management38$10.2K
Noble Wealth Management PBC6$1.61K