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 |
|---|---|---|---|---|---|
| Integrated Quantitative Investments LLC | 2,311 | $737.2K | 0.22% | +2,311 | New |
| MWA Asset Management | 2,313 | $737.7K | 0.45% | −64−2.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,315 | $738.0K | 0.29% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,312 | $739.0K | 0.05% | −3,978−63.2% | Reduced |
| Diversified Enterprises, LLC | 2,324 | $741.2K | 0.06% | −131−5.3% | Reduced |
| David Loasby | 2,519 | $741.4K | 0.06% | +782+45.0% | Added |
| Sunbelt Securities, Inc. | 2,500 | $741.9K | 0.07% | +32+1.3% | Added |
| VisionPoint Advisory Group, LLC | 2,326 | $741.9K | 0.16% | +214+10.1% | Added |
| West Family Investments, Inc. | 2,339 | $746.1K | 0.19% | +543+30.2% | Added |
| Lavaca Capital LLC | 2,342 | $747.1K | 0.31% | +104+4.6% | Added |
| Kingswood Wealth Advisors, LLC | 2,344 | $747.5K | 0.06% | −203−8.0% | Reduced |
| Athena Investment Management | 2,347 | $748.6K | 0.42% | −6−0.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,348 | $749.0K | 0.09% | +10+0.4% | Added |
| WMG Financial Advisors, LLC | 2,349 | $749.3K | 0.28% | −4−0.2% | Reduced |
| One Wealth Advisors, LLC | 2,350 | $749.6K | 0.10% | +8+0.3% | Added |
| Bristol John W & Co Inc | 2,351 | $749.9K | 0.01% | −331−12.3% | Reduced |
| Stonebridge Capital Advisors LLC | 2,355 | $751.1K | 0.06% | −10.0% | Reduced |
| Quantum Financial Advisors, LLC | 2,358 | $752.0K | 0.10% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 2,362 | $753.4K | 0.11% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,375 | $757.6K | 0.19% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,377 | $758.3K | 0.15% | +10.0% | Added |
| Weaver Consulting Group | 2,380 | $759.2K | 0.21% | +2+0.1% | Added |
| Consultiva Wealth Management, Corp. | 2,382 | $759.8K | 2.34% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,386 | $761.1K | 0.14% | +1,147+92.6% | Added |
| Millstone Evans Group, LLC | 2,387 | $761.4K | 0.52% | 00.0% | Unchanged |
| Union Savings Bank | 2,545 | $761.7K | 0.35% | −209−7.6% | Reduced |
| PFC Capital Group, Inc. | 2,397 | $764.0K | 0.35% | −165−6.4% | Reduced |
| Aviso Wealth Management | 2,397 | $764.5K | 0.36% | +11+0.5% | Added |
| Delta Investment Management, LLC | 2,399 | $765.2K | 0.15% | −4−0.2% | Reduced |
| Confluence Investment Management LLC | 2,400 | $765.6K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $765.6K | 0.46% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,406 | $767.5K | 0.11% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,410 | $768.0K | 0.00% | +1,460+153.7% | Added |
| Kozak & Associates, Inc. | 2,438 | $773.8K | 0.16% | +604+32.9% | Added |
| Relyea Zuckerberg Hanson LLC | 2,430 | $775.1K | 0.09% | +669+38.0% | Added |
| Westbourne Investment Advisors, Inc. | 2,433 | $776.1K | 0.24% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,457 | $783.7K | 0.01% | −1,089−30.7% | Reduced |
| Outfitter Financial LLC | 2,460 | $784.7K | 0.67% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,475 | $789.5K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 2,479 | $790.8K | 0.18% | +25+1.0% | Added |
| Millington Financial Advisors, LLC | 2,573 | $794.3K | 0.40% | +16+0.6% | Added |
| Sage Capital Management, LLC | 2,495 | $795.7K | 0.38% | +10.0% | Added |
| Richards, Merrill & Peterson, Inc. | 2,500 | $797.4K | 0.38% | +355+16.6% | Added |
| Palogic Value Management, L.P. | 2,506 | $799.4K | 0.34% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,508 | $800.0K | 0.13% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,521 | $804.1K | 0.18% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,522 | $804.5K | 0.10% | +415+19.7% | Added |
| McLean Asset Management Corp | 2,472 | $804.9K | 0.21% | +63+2.6% | Added |
| Arvest Investments, Inc. | 2,547 | $812.4K | 0.12% | −8−0.3% | Reduced |
| Moser Wealth Advisors, LLC | 2,558 | $816.0K | 0.39% | +75+3.0% | Added |
| Sippican Capital Advisors | 2,559 | $816.3K | 0.59% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,570 | $819.8K | 0.05% | +99+4.0% | Added |
| Central Bank & Trust Co | 2,591 | $826.5K | 0.14% | 00.0% | Unchanged |
| Verity & Verity, LLC | 2,593 | $827.1K | 0.07% | −648−20.0% | Reduced |
| Twin Lakes Capital Management, LLC | 2,596 | $827.9K | 0.50% | +4+0.2% | Added |
| Brookwood Investment Group LLC | 2,596 | $827.9K | 0.13% | +732+39.3% | Added |
| Marietta Investment Partners LLC | 2,598 | $828.7K | 0.18% | −10−0.4% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $829.3K | 0.21% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,600 | $829.3K | 0.15% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,600 | $829.3K | 0.23% | +158+6.5% | Added |
| Umpqua Bank | 2,619 | $830.2K | 0.25% | +300+12.9% | Added |
| Elefante Mark B | 2,609 | $832.2K | 0.63% | +1,823+231.9% | Added |
| Inceptionr LLC | 2,610 | $832.5K | 0.19% | +2,610 | New |
| Main Street Financial Solutions, LLC | 2,618 | $835.0K | 0.06% | −56−2.1% | Reduced |
| Waddell & Associates, LLC | 2,628 | $838.3K | 0.09% | +192+7.9% | Added |
| Unified Investment Management | 2,629 | $838.7K | 0.90% | +29+1.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,629 | $839.0K | 0.05% | +250+10.5% | Added |
| Trillium Asset Management, LLC | 2,633 | $840.0K | 0.02% | +284+12.1% | Added |
| Arrow Financial Corp | 2,634 | $840.2K | 0.09% | −49−1.8% | Reduced |
| RFP Financial Group LLC | 2,644 | $843.5K | 0.35% | −3−0.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,646 | $843.9K | 0.20% | −44−1.6% | Reduced |
| MCF Advisors LLC | 2,648 | $844.5K | 0.06% | +7+0.3% | Added |
| Aft, Forsyth & Company, Inc. | 2,656 | $847.2K | 0.43% | −50−1.8% | Reduced |
| Provenance Wealth Advisors, LLC | 2,664 | $849.8K | 0.12% | −30−1.1% | Reduced |
| Herold Advisors, Inc. | 2,668 | $851.0K | 0.18% | −301−10.1% | Reduced |
| Castleark Management LLC | 2,675 | $853.3K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,680 | $854.9K | 0.03% | +40+1.5% | Added |
| Borer Denton & Associates, Inc. | 2,687 | $857.1K | 0.30% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,702 | $861.9K | 0.09% | +118+4.6% | Added |
| Hunter Associates Investment Management LLC | 2,704 | $862.0K | 0.13% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,709 | $864.2K | 0.06% | +69+2.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,710 | $864.4K | 0.14% | +262+10.7% | Added |
| Keel Point, LLC | 2,712 | $865.2K | 0.06% | +227+9.1% | Added |
| Midwest Financial Group LLC | 2,733 | $871.7K | 0.46% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,740 | $874.0K | 0.04% | −165−5.7% | Reduced |
| Lifeworks Advisors, LLC | 2,742 | $874.5K | 0.13% | −124−4.3% | Reduced |
| Alta Advisers Ltd | 2,742 | $874.6K | 0.31% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,745 | $875.6K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,748 | $876.6K | 0.12% | +8+0.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,751 | $877.5K | 0.10% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,767 | $878.0K | 0.13% | −20−0.7% | Reduced |
| Childress Capital Advisors, LLC | 2,760 | $880.5K | 0.22% | +385+16.2% | Added |
| Tritonpoint Wealth, LLC | 2,762 | $880.9K | 0.08% | +92+3.4% | Added |
| Benin Management CORP | 2,763 | $881.3K | 0.23% | −1,075−28.0% | Reduced |
| FFT Wealth Management LLC | 3,000 | $884.2K | 0.17% | 00.0% | Unchanged |
| United Community Bank | 2,772 | $884.2K | 0.30% | −481−14.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,780 | $886.8K | 0.05% | +2,780 | New |
| Hobbs Group Advisors, LLC | 2,781 | $887.1K | 0.30% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,781 | $887.1K | 0.09% | +227+8.9% | Added |
| Founders Financial Securities LLC | 2,781 | $887.2K | 0.07% | −24−0.9% | Reduced |