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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, Q2 2025

Institutional positions in American Express Co as of Jun 30, 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
2,719
+129 vs. Q1 2025
Shares held
595.6M
−797.5K (−0.1%) vs. Q1 2025
Total value
$189.9B
+$29.6B (+18.4%) vs. Q1 2025
New holders
244
1,058 more added
Sold out
115
962 more reduced

37 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 2,719 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ2 2025: $189.9B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2025.

Institutions holding AXP in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Comprehensive Financial Planning, Inc.1$3210.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.3$7930.00%00.0%Unchanged
Roble, Belko & Company, Inc2$1.00K0.00%−13−86.7%Reduced
Bridge Generations Wealth Management LLC4$1.28K0.00%00.0%Unchanged
Hara Capital LLC5$1.59K0.00%00.0%Unchanged
Copia Wealth Management7$2.23K0.00%+7New
Aspect Partners, LLC9$2.87K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.10$3.11K0.00%−6−37.5%Reduced
Perritt Capital Management Inc10$3.19K0.00%−14−58.3%Reduced
PayPay Securities Corp10$3.19K0.16%−3−23.1%Reduced
Winch Advisory Services, LLC10$3.31K0.00%00.0%Unchanged
DAGCO, Inc.11$3.51K0.00%00.0%Unchanged
Pineridge Advisors LLC11$3.51K0.00%00.0%Unchanged
WestEnd Advisors, LLC12$3.83K0.00%−4−25.0%Reduced
Kiker Wealth Management, LLC13$4.15K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.13$4.15K0.00%+6+85.7%Added
HFM Investment Advisors, LLC15$4.79K0.00%+11+275.0%Added
Quaker Wealth Management, LLC15$4.79K0.00%+15New
Eq Wealth Advisors, LLC16$4.98K0.00%−199−92.6%Reduced
Redwood Park Advisors LLC18$5.74K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC18$5.74K0.00%+12+200.0%Added
Insight Financial Services20$6.38K0.00%00.0%Unchanged
Traub Capital Management LLC20$6.38K0.01%+20New
Your Advocates Ltd., LLP20$6.43K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC21$6.70K0.00%−15−41.7%Reduced
Mark Sheptoff Financial Planning, LLC21$6.70K0.00%+21New
Luken Investment Analytics, LLC22$7.02K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.22$7.02K0.01%+22New
Atwood & Palmer Inc24$7.66K0.00%00.0%Unchanged
Curio Wealth, LLC25$7.97K0.00%+23+1,150.0%Added
First United Bank Trust25$7.97K0.00%00.0%Unchanged
Aviso Financial Inc.27$8.61K0.00%00.0%Unchanged
LGT Financial Advisors LLC27$8.61K0.02%+27New
Halbert Hargrove Global Advisors, LLC28$8.93K0.00%−2−6.7%Reduced
Frazier Financial Advisors, LLC28$8.93K0.01%00.0%Unchanged
TSFG, LLC28$9.00K0.00%00.0%Unchanged
Kennebec Savings Bank29$9.25K0.01%00.0%Unchanged
Hallmark Capital Management Inc30$9.57K0.00%00.0%Unchanged
Operose Advisors LLC30$9.57K0.00%00.0%Unchanged
Transce3nd, LLC31$9.89K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC31$9.89K0.01%+31New
Red Tortoise LLC32$10.2K0.00%00.0%Unchanged
Essential Partners LLC32$10.2K0.00%+32New
Valued Wealth Advisors LLC33$10.6K0.01%00.0%Unchanged
Gold Investment Management Ltd.33$10.6K0.00%00.0%Unchanged
Clear Street Markets LLC36$11.5K0.00%+36New
Bare Financial Services, Inc37$11.8K0.00%+30+428.6%Added
Nalls Sherbakoff Group, LLC38$12.1K0.01%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC41$13.1K0.02%+41New
Stone House Investment Management, LLC42$13.5K0.00%00.0%Unchanged
YANKCOM Partnership43$13.7K0.01%00.0%Unchanged
Horrell Capital Management, Inc.44$14.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC44$14.0K0.01%00.0%Unchanged
Anfield Capital Management, LLC45$14.4K0.00%−18−28.6%Reduced
True Wealth Design, LLC45$14.4K0.01%+8+21.6%Added
Binnacle Investments Inc46$14.7K0.01%−3−6.1%Reduced
Redmont Wealth Advisors LLC47$15.0K0.02%+40+571.4%Added
Morton Brown Family Wealth, LLC48$15.3K0.00%00.0%Unchanged
SJS Investment Consulting Inc.48$15.3K0.00%−14−22.6%Reduced
CarsonAllaria Wealth Management, Ltd.48$15.4K0.01%00.0%Unchanged
ESL Trust Services, LLC50$15.9K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC50$15.9K0.01%00.0%Unchanged
Legacy Investment Solutions, LLC50$15.9K0.01%+50New
DiNuzzo Private Wealth, Inc.52$16.6K0.00%+1+2.0%Added
Evelyn Partners Investment Management Services Ltd55$17.5K0.00%−400−87.9%Reduced
WealthTrak Capital Management LLC55$17.5K0.01%+36+189.5%Added
Hurley Capital, LLC57$18.2K0.01%00.0%Unchanged
Prudent Man Investment Management, Inc.64$19.0K0.01%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd61$19.0K0.03%00.0%Unchanged
Rogco, LP60$19.1K0.01%00.0%Unchanged
HighMark Wealth Management LLC63$20.1K0.01%+20+46.5%Added
Dogwood Wealth Management LLC66$20.9K0.01%+62+1,550.0%Added
BOK Financial Private Wealth, Inc.66$21.1K0.00%00.0%Unchanged
Pacifica Partners Inc.68$21.6K0.01%+9+15.3%Added
Global X Japan Co., Ltd.69$22.0K0.00%+69New
Maseco LLP69$22.1K0.00%+69New
Park Place Capital Corp69$22.3K0.01%00.0%Unchanged
Estabrook Capital Management74$23.6K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.76$24.2K0.01%−40−34.5%Reduced
Briaud Financial Planning, Inc83$26.0K0.01%+83New
Access Investment Management LLC82$26.2K0.01%+82New
Mowery & Schoenfeld Wealth Management, LLC88$28.1K0.05%00.0%Unchanged
TruNorth Capital Management, LLC89$28.4K0.01%−73−45.1%Reduced
Albion Financial Group89$28.4K0.00%00.0%Unchanged
Logan Capital Management Inc90$28.7K0.00%−400−81.6%Reduced
S&T Bank97$30.9K0.01%+6+6.6%Added
Investment Management Corp97$31.1K0.03%00.0%Unchanged
Capital A Wealth Management, LLC170$31.8K0.36%−36−17.5%Reduced
ROSS\JOHNSON & Associates LLC100$31.9K0.66%−25−20.0%Reduced
Stuart Chaussee & Associates, Inc.100$31.9K0.01%00.0%Unchanged
Atticus Wealth Management, LLC100$31.9K0.01%00.0%Unchanged
Granite FO LLC104$33.2K0.02%00.0%Unchanged
Cranbrook Wealth Management, LLC105$33.5K0.01%00.0%Unchanged
MorganRosel Wealth Management, LLC107$34.1K0.01%00.0%Unchanged
Hughes Financial Services, LLC118$34.9K0.01%−10−7.8%Reduced
Chung Wu Investment Group, LLC115$36.7K0.04%+115New
American Capital Advisory, LLC116$36.9K0.02%+15+14.9%Added
WFA Asset Management Corp162$37.4K0.02%+1+0.6%Added
Howard Hughes Medical Institute119$38.0K0.02%+119New
Aster Capital Management (DIFC) Ltd119$38.0K0.01%+119New