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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 1,671 | $533.0K | 0.03% | +68+4.2% | Added |
| TFR Capital, LLC. | 1,673 | $533.7K | 0.19% | +267+19.0% | Added |
| City Holding Co | 1,674 | $533.9K | 0.07% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,675 | $534.4K | 0.08% | −40−2.3% | Reduced |
| Amplius Wealth Advisors, LLC | 1,676 | $534.6K | 0.05% | +46+2.8% | Added |
| Waterloo Capital, L.P. | 1,677 | $534.8K | 0.04% | +660+64.9% | Added |
| Heritage Investment Group, Inc. | 1,681 | $536.2K | 0.09% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,683 | $537.0K | 0.10% | +235+16.2% | Added |
| Harbour Trust & Investment Management Co | 1,687 | $538.1K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,689 | $538.8K | 0.03% | +25+1.5% | Added |
| Impact Capital Partners LLC | 1,691 | $539.4K | 0.18% | +79+4.9% | Added |
| Strive Asset Management, LLC | 1,699 | $541.9K | 0.33% | −952−35.9% | Reduced |
| 1858 Wealth Management, LLC | 1,699 | $541.9K | 0.40% | +26+1.6% | Added |
| Navellier & Associates Inc | 1,700 | $542.3K | 0.07% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 1,700 | $542.3K | 0.01% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,702 | $542.9K | 0.27% | +380+28.7% | Added |
| Oxbow Advisors, LLC | 1,704 | $543.7K | 0.06% | +51+3.1% | Added |
| NFP Retirement, Inc. | 1,708 | $544.8K | 0.04% | +13+0.8% | Added |
| Cache Advisors, LLC | 1,708 | $544.8K | 0.15% | +1,708 | New |
| Future Fund LLC | 1,709 | $545.1K | 0.24% | −1,212−41.5% | Reduced |
| Lake Street Financial LLC | 1,709 | $545.1K | 0.08% | +10+0.6% | Added |
| Reyes Financial Architecture, Inc. | 1,712 | $546.1K | 0.47% | +187+12.3% | Added |
| Victory Financial Group, LLC | 1,717 | $547.7K | 0.09% | +627+57.5% | Added |
| Centaurus Financial, Inc. | 1,719 | $548.0K | 0.03% | +281+19.5% | Added |
| Carter Financial Group, INC. | 1,724 | $549.8K | 0.36% | +1,724 | New |
| Klingman & Associates, LLC | 1,724 | $549.9K | 0.03% | +893+107.5% | Added |
| LaSalle St. Investment Advisors, LLC | 1,725 | $550.0K | 0.15% | −266−13.4% | Reduced |
| Hemington Wealth Management | 1,725 | $550.0K | 0.08% | +64+3.9% | Added |
| Oliver Luxxe Assets LLC | 1,731 | $552.2K | 0.10% | −310−15.2% | Reduced |
| Barton Investment Management | 1,735 | $553.4K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,738 | $554.4K | 0.19% | +200+13.0% | Added |
| Ellis Investment Partners, LLC | 1,739 | $554.6K | 0.11% | +1+0.1% | Added |
| FSM Wealth Advisors, LLC | 1,720 | $555.0K | 0.09% | +942+121.1% | Added |
| Kathmere Capital Management, LLC | 1,745 | $556.6K | 0.04% | −141−7.5% | Reduced |
| Liberty Wealth Management LLC | 1,751 | $558.6K | 0.09% | −88−4.8% | Reduced |
| Silverlake Wealth Management LLC | 1,757 | $560.3K | 0.16% | +503+40.1% | Added |
| Legacy Financial Strategies, LLC | 1,758 | $560.8K | 0.11% | +182+11.5% | Added |
| Arcataur Capital Management LLC | 1,760 | $561.4K | 0.18% | −10−0.6% | Reduced |
| SRN Advisors, LLC | 1,764 | $562.7K | 0.51% | −1,186−40.2% | Reduced |
| Sovereign Financial Group, Inc. | 1,764 | $562.7K | 0.12% | +153+9.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,767 | $563.6K | 0.07% | +1,767 | New |
| Sage Private Wealth Group, LLC | 1,771 | $565.2K | 0.36% | −87−4.7% | Reduced |
| Wrapmanager Inc | 1,778 | $567.4K | 0.14% | +19+1.1% | Added |
| RNC Capital Management LLC | 1,780 | $567.8K | 0.03% | −9−0.5% | Reduced |
| Thompson Investment Management, Inc. | 1,781 | $568.1K | 0.08% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 1,783 | $568.7K | 0.43% | 00.0% | Unchanged |
| Alteri Wealth LLC | 1,785 | $569.3K | 0.22% | +217+13.8% | Added |
| GTS Securities LLC | 1,791 | $571.3K | 0.03% | −1,860−50.9% | Reduced |
| Tennessee Valley Asset Management Partners | 1,793 | $571.8K | 0.15% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,793 | $571.9K | 0.35% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,798 | $573.4K | 0.04% | −442−19.7% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,799 | $573.9K | 0.11% | +1+0.1% | Added |
| Silverberg Bernstein Capital Management LLC | 1,800 | $574.2K | 0.39% | +1,800 | New |
| Flagship Private Wealth, LLC | 1,806 | $576.0K | 0.24% | +1+0.1% | Added |
| Accel Wealth Management | 1,806 | $576.2K | 0.19% | +144+8.7% | Added |
| Tripletail Wealth Management, LLC | 1,955 | $579.2K | 0.83% | +1,955 | New |
| Retirement Planning Group | 1,817 | $579.5K | 0.02% | +169+10.3% | Added |
| Wealthquest Corp | 1,818 | $579.9K | 0.05% | +46+2.6% | Added |
| Missouri Trust & Investment Co | 1,822 | $581.2K | 0.19% | −6−0.3% | Reduced |
| Blue Fin Capital, Inc. | 1,824 | $581.8K | 0.10% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,825 | $582.1K | 0.33% | 00.0% | Unchanged |
| Schubert & Co | 1,826 | $582.5K | 0.41% | +142+8.4% | Added |
| LMCG Investments, LLC | 1,829 | $583.4K | 0.04% | −154−7.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,829 | $583.4K | 0.01% | +7+0.4% | Added |
| Heritage Wealth Management, Inc. | 1,834 | $585.0K | 0.19% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,785 | $585.7K | 0.21% | −130−6.8% | Reduced |
| Abel Hall, LLC | 1,838 | $586.3K | 0.27% | +310+20.3% | Added |
| Plan A Wealth LLC | 1,838 | $586.3K | 0.33% | +879+91.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,839 | $586.6K | 0.06% | −45−2.4% | Reduced |
| Whitener Capital Management, Inc. | 1,845 | $588.5K | 0.16% | 00.0% | Unchanged |
| Davis R M Inc | 1,854 | $591.4K | 0.01% | +322+21.0% | Added |
| Integrated Investment Consultants, LLC | 1,860 | $593.3K | 0.12% | +5+0.3% | Added |
| Advisor Resource Council | 1,862 | $593.9K | 0.29% | −878−32.0% | Reduced |
| Petros Family Wealth, LLC | 1,865 | $594.9K | 0.54% | +204+12.3% | Added |
| Ridgecrest Wealth Partners, LLC | 1,870 | $596.5K | 0.31% | −3−0.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,872 | $597.2K | 0.13% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,874 | $598.0K | 0.00% | +1,102+142.7% | Added |
| Mechanics Financial Corp | 1,876 | $598.4K | 0.25% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 1,885 | $601.2K | 0.44% | +341+22.1% | Added |
| Zullo Investment Group, Inc. | 1,888 | $602.5K | 0.24% | −1,586−45.7% | Reduced |
| Prairieview Wealth Partners, LLC | 1,889 | $602.6K | 0.63% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,891 | $602.6K | 0.01% | +1,039+121.9% | Added |
| JFS Wealth Advisors, LLC | 1,899 | $605.7K | 0.04% | +307+19.3% | Added |
| Cairn Investment Group, Inc. | 1,900 | $606.0K | 0.32% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 1,900 | $606.1K | 0.26% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,920 | $612.4K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,927 | $614.7K | 0.14% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,929 | $615.2K | 0.52% | +20+1.0% | Added |
| Independent Family Office, LLC | 1,932 | $616.3K | 0.29% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,953 | $618.5K | 0.42% | +43+2.3% | Added |
| Pictet & Cie (Europe) SA | 1,945 | $620.4K | 0.01% | −1,145−37.1% | Reduced |
| Howe & Rusling Inc | 1,948 | $621.4K | 0.05% | +71+3.8% | Added |
| Sentinus, LLC | 1,952 | $622.6K | 0.15% | +224+13.0% | Added |
| Davidson Trust Co | 1,959 | $624.9K | 0.29% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,965 | $626.8K | 0.13% | +2+0.1% | Added |
| Allen Investment Management LLC | 1,976 | $630.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,990 | $634.8K | 0.27% | −178−8.2% | Reduced |
| Genesee Capital Advisors, LLC | 1,991 | $635.1K | 0.28% | +5+0.3% | Added |
| Triangle Securities Wealth Management | 1,999 | $637.6K | 0.16% | −738−27.0% | Reduced |
| Strategic Investment Solutions, Inc. | 1,999 | $637.7K | 0.19% | +1,408+238.2% | Added |