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 |
|---|---|---|---|---|---|
| Capital Advantage, Inc. | 2,000 | $638.0K | 0.10% | −965−32.5% | Reduced |
| Crumly & Associates Inc. | 2,000 | $638.0K | 0.16% | −122−5.7% | Reduced |
| Harbor Advisors LLC | 2,000 | $638.0K | 0.10% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 2,000 | $638.0K | 0.33% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $638.0K | 0.61% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $638.0K | 0.51% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,002 | $638.6K | 0.16% | −115−5.4% | Reduced |
| Ballast Advisors LLC | 2,007 | $640.2K | 0.19% | +17+0.9% | Added |
| Thrive Wealth Management, LLC | 2,011 | $641.5K | 0.10% | +9+0.4% | Added |
| Sunburst Financial Group, LLC | 2,012 | $641.8K | 0.14% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 2,018 | $643.7K | 0.17% | +2,018 | New |
| KPP Advisory Services LLC | 2,020 | $644.3K | 0.11% | −6−0.3% | Reduced |
| Gryphon Financial Partners LLC | 2,023 | $645.3K | 0.08% | +135+7.2% | Added |
| BridgePort Financial Solutions, LLC | 2,024 | $645.5K | 0.21% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 2,025 | $645.9K | 0.05% | +549+37.2% | Added |
| KKM Financial LLC | 2,025 | $645.9K | 0.22% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,025 | $645.9K | 0.18% | +11+0.5% | Added |
| Signature Wealth Management Partners, LLC | 2,029 | $647.2K | 0.37% | +19+0.9% | Added |
| Atala Financial Inc | 2,032 | $648.2K | 0.45% | 00.0% | Unchanged |
| Compass Capital Corp | 2,035 | $648.6K | 0.31% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,035 | $649.1K | 0.10% | −491−19.4% | Reduced |
| Waters Parkerson & Co., LLC | 2,036 | $649.4K | 0.03% | −59−2.8% | Reduced |
| Clarendon Private LLC | 2,040 | $650.7K | 0.63% | +447+28.1% | Added |
| Tiemann Investment Advisors, LLC | 2,044 | $652.0K | 0.27% | −180−8.1% | Reduced |
| Strategies Wealth Advisors, LLC | 2,047 | $653.0K | 0.07% | +1,265+161.8% | Added |
| Sax Wealth Advisors, LLC | 2,048 | $653.1K | 0.04% | +72+3.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,048 | $653.3K | 0.04% | −198−8.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,049 | $653.6K | 0.17% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,056 | $655.9K | 0.28% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,066 | $659.0K | 0.06% | +164+8.6% | Added |
| LM Advisors LLC | 2,068 | $660.0K | 0.08% | −12−0.6% | Reduced |
| Sand Hill Global Advisors, LLC | 2,072 | $660.9K | 0.02% | −10−0.5% | Reduced |
| Aries Wealth Management | 2,073 | $661.2K | 0.17% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,076 | $662.2K | 0.44% | 00.0% | Unchanged |
| Keystone Financial Group | 2,076 | $662.4K | 0.06% | +206+11.0% | Added |
| State of Wyoming | 2,077 | $662.5K | 0.08% | +1,442+227.1% | Added |
| Keystone Wealth Services, LLC | 2,082 | $664.1K | 0.16% | +5+0.2% | Added |
| Davis Investment Partners, LLC | 2,065 | $666.1K | 0.24% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,162 | $666.5K | 0.19% | +58+2.8% | Added |
| Rossmore Private Capital | 2,090 | $666.6K | 0.08% | +180+9.4% | Added |
| Silver Lake Advisory, LLC | 2,101 | $670.1K | 0.29% | −187−8.2% | Reduced |
| AlphaCore Capital LLC | 2,102 | $670.4K | 0.03% | +925+78.6% | Added |
| Macroview Investment Management LLC | 2,104 | $671.1K | 0.55% | +4+0.2% | Added |
| Calton & Associates, Inc. | 2,108 | $672.5K | 0.12% | +88+4.4% | Added |
| MEMBERS Trust Co | 2,111 | $673.4K | 0.02% | +500+31.0% | Added |
| Philip James Wealth Mangement, LLC | 2,116 | $675.0K | 0.09% | 00.0% | Unchanged |
| Capital Advisors Inc | 2,116 | $675.0K | 0.01% | +32+1.5% | Added |
| Wealth Architects, LLC | 2,118 | $675.6K | 0.07% | +22+1.0% | Added |
| Horizon Family Wealth, Inc. | 2,128 | $678.6K | 0.41% | +7+0.3% | Added |
| Zions Bancorporation, National Association | 2,131 | $679.7K | 0.04% | +188+9.7% | Added |
| Phoenix Wealth Advisors | 2,132 | $680.1K | 0.28% | −34−1.6% | Reduced |
| MONECO Advisors, LLC | 2,133 | $680.4K | 0.06% | +15+0.7% | Added |
| Adirondack Trust Co | 2,134 | $680.7K | 0.25% | −14−0.7% | Reduced |
| Horizon Wealth Management, LLC | 2,137 | $681.6K | 0.12% | +19+0.9% | Added |
| Cypress Capital Group | 2,137 | $681.7K | 0.08% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 2,138 | $681.9K | 0.78% | −22−1.0% | Reduced |
| Curat Global, LLC | 2,140 | $682.6K | 0.65% | −935−30.4% | Reduced |
| Polymer Capital Management (US) LLC | 2,144 | $683.9K | 0.11% | −21−1.0% | Reduced |
| Addison Capital Co | 2,144 | $683.9K | 0.24% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 2,149 | $685.6K | 0.27% | +117+5.8% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 2,159 | $688.6K | 0.17% | +390+22.0% | Added |
| Perennial Investment Advisors, LLC | 2,159 | $689.0K | 0.07% | +81+3.9% | Added |
| Bangor Savings Bank | 2,165 | $690.6K | 0.06% | 00.0% | Unchanged |
| Charter Trust Co | 2,167 | $691.2K | 0.04% | −36−1.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,170 | $692.2K | 0.25% | +104+5.0% | Added |
| Simplicity Wealth,LLC | 2,172 | $692.5K | 0.03% | +1,202+123.9% | Added |
| Acropolis Investment Management, LLC | 2,177 | $694.4K | 0.04% | +26+1.2% | Added |
| Camden National Bank | 2,185 | $697.0K | 0.10% | +106+5.1% | Added |
| Quantum Private Wealth, LLC | 2,190 | $698.6K | 0.23% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,191 | $698.9K | 0.47% | +38+1.8% | Added |
| Enterprise Financial Services Corp | 2,196 | $700.5K | 0.37% | +62+2.9% | Added |
| Security National Bank of So Dak | 2,200 | $701.8K | 0.38% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,201 | $702.1K | 0.05% | +14+0.6% | Added |
| Hazlett, Burt & Watson, Inc. | 2,215 | $705.0K | 0.29% | −60−2.6% | Reduced |
| Tower Wealth Partners, Inc. | 2,212 | $705.6K | 0.42% | −10−0.5% | Reduced |
| Breakwater Capital Group | 2,214 | $706.2K | 0.12% | −125−5.3% | Reduced |
| Howland Capital Management LLC | 2,216 | $706.9K | 0.03% | +90+4.2% | Added |
| RiverFront Investment Group, LLC | 2,216 | $706.9K | 0.01% | +604+37.5% | Added |
| Chapin Davis, Inc. | 2,217 | $707.1K | 0.20% | −12−0.5% | Reduced |
| Good Life Advisors, LLC | 2,218 | $707.4K | 0.04% | +48+2.2% | Added |
| SGL Investment Advisors, Inc. | 2,237 | $709.1K | 0.34% | +1,418+173.1% | Added |
| Round Rock Advisors, LLC | 2,232 | $712.0K | 0.12% | −182−7.5% | Reduced |
| Partnership Wealth Management, LLC | 2,238 | $713.8K | 0.58% | +53+2.4% | Added |
| Gradient Investments LLC | 2,241 | $714.8K | 0.01% | −45,526−95.3% | Reduced |
| Shufro Rose & Co LLC | 2,663 | $716.5K | 0.06% | −400−13.1% | Reduced |
| Birch Hill Investment Advisors LLC | 2,250 | $717.7K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,256 | $719.6K | 0.03% | +323+16.7% | Added |
| All Terrain Financial Advisors, LLC | 2,259 | $720.6K | 0.26% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,260 | $720.9K | 0.09% | −536−19.2% | Reduced |
| Kane Investment Management, Inc. | 2,262 | $721.4K | 0.38% | −252−10.0% | Reduced |
| Roberts Capital Advisors, LLC | 2,263 | $721.9K | 0.53% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,278 | $723.2K | 0.14% | +281+14.1% | Added |
| Advisory Alpha, LLC | 2,277 | $726.4K | 0.02% | +417+22.4% | Added |
| Peregrine Asset Advisers, Inc. | 2,279 | $727.0K | 0.23% | +2,279 | New |
| Clear Harbor Asset Management, LLC | 2,281 | $727.6K | 0.05% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 2,284 | $728.5K | 0.29% | +2,284 | New |
| Seven Mile Advisory | 2,286 | $729.2K | 0.44% | +56+2.5% | Added |
| Traphagen Investment Advisors LLC | 287 | $729.6K | 0.07% | −2,081−87.9% | Reduced |
| Regatta Capital Group, LLC | 2,302 | $734.2K | 0.13% | −54−2.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,309 | $736.7K | 0.02% | +77+3.4% | Added |