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 |
|---|---|---|---|---|---|
| Milestone Asset Management, LLC | 2,785 | $888.6K | 0.19% | −13,041−82.4% | Reduced |
| Guardian Wealth Advisors, LLC | 2,786 | $888.8K | 0.06% | −23−0.8% | Reduced |
| Atlas Private Wealth Advisors | 2,787 | $888.8K | 0.11% | +47+1.7% | Added |
| MFA Wealth Services | 2,788 | $889.2K | 0.67% | −64−2.2% | Reduced |
| Fortune Financial Advisors, LLC | 2,795 | $891.4K | 0.72% | −33−1.2% | Reduced |
| Values First Advisors, Inc. | 2,796 | $891.8K | 0.49% | +970+53.1% | Added |
| Kearns & Associates LLC | 2,800 | $893.1K | 0.51% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $893.1K | 0.51% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $893.8K | 0.10% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,804 | $894.5K | 1.22% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,808 | $895.7K | 0.39% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,808 | $895.7K | 0.51% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,816 | $898.2K | 0.25% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,819 | $899.2K | 0.24% | −1,449−34.0% | Reduced |
| Exchange Bank | 2,819 | $899.2K | 0.71% | −170−5.7% | Reduced |
| one8zero8, LLC | 2,820 | $899.5K | 0.21% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,823 | $900.5K | 0.27% | +1,512+115.3% | Added |
| Avantax Planning Partners, Inc. | 2,825 | $901.0K | 0.03% | +10.0% | Added |
| Basepoint Wealth LLC | 2,831 | $902.9K | 0.70% | −39−1.4% | Reduced |
| SPC Financial, Inc. | 2,834 | $903.9K | 0.08% | +5+0.2% | Added |
| Legal Advantage Investments, Inc. | 2,850 | $909.1K | 0.43% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,852 | $909.7K | 0.07% | −387−11.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,858 | $911.6K | 0.12% | +601+26.6% | Added |
| Founders Financial Alliance, LLC | 2,880 | $918.7K | 0.21% | +124+4.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,881 | $919.0K | 0.14% | −467−13.9% | Reduced |
| Purus Wealth Management, LLC | 2,881 | $919.0K | 0.32% | −13−0.4% | Reduced |
| Bath Savings Trust Co | 2,891 | $922.2K | 0.09% | −25−0.9% | Reduced |
| TCG Advisory Services, LLC | 2,898 | $924.3K | 0.03% | +481+19.9% | Added |
| LongView Wealth Management | 2,900 | $924.9K | 0.28% | +105+3.8% | Added |
| Essex Savings Bank | 2,900 | $925.0K | 0.22% | +38+1.3% | Added |
| Sentry Investment Management LLC | 2,925 | $927.0K | 0.51% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,907 | $927.3K | 0.06% | +634+27.9% | Added |
| Cambridge Advisors Inc. | 2,910 | $928.2K | 0.19% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,914 | $929.4K | 0.31% | +413+16.5% | Added |
| Centennial Bank | 2,931 | $934.9K | 0.39% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 2,937 | $936.8K | 0.24% | −27−0.9% | Reduced |
| Linscomb & Williams, Inc. | 2,944 | $939.1K | 0.04% | −59−2.0% | Reduced |
| Quotient Wealth Partners, LLC | 2,952 | $941.7K | 0.03% | +572+24.0% | Added |
| Chapman Financial Group, LLC | 2,953 | $941.9K | 0.80% | +2,953 | New |
| Global Trust Asset Management, LLC | 2,984 | $951.8K | 0.51% | −62−2.0% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $956.9K | 0.29% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,005 | $958.0K | 0.05% | −209−6.5% | Reduced |
| Resolute Wealth Strategies, LLC | 3,008 | $959.6K | 0.51% | −1,313−30.4% | Reduced |
| Cooper Financial Group | 3,012 | $960.9K | 0.11% | +295+10.9% | Added |
| Scissortail Wealth Management, LLC | 3,017 | $962.4K | 0.23% | −20−0.7% | Reduced |
| Strategic Blueprint, LLC | 3,027 | $965.7K | 0.05% | +6+0.2% | Added |
| Hanson & Doremus Investment Management | 3,034 | $968.0K | 0.13% | −881−22.5% | Reduced |
| WBI Investments | 3,040 | $969.8K | 0.25% | +3,040 | New |
| Ocean Capital Management, LLC | 3,042 | $970.4K | 0.21% | −228−7.0% | Reduced |
| Harbour Investment Management LLC | 3,050 | $972.9K | 0.42% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,060 | $976.1K | 0.09% | +1,684+122.4% | Added |
| Steel Peak Wealth Management LLC | 3,062 | $976.8K | 0.04% | −578−15.9% | Reduced |
| Brucke Financial, Inc. | 3,071 | $979.6K | 0.68% | −243−7.3% | Reduced |
| Simplex Trading, LLC | 3,075 | $980.0K | 0.03% | +3,075 | New |
| Kidder Stephen W | 3,075 | $980.9K | 0.29% | +3,075 | New |
| Westmount Partners, LLC | 3,077 | $981.5K | 0.27% | −245−7.4% | Reduced |
| Weaver Capital Management LLC | 3,081 | $982.8K | 0.24% | +9+0.3% | Added |
| Clean Yield Group | 3,095 | $987.2K | 0.30% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,133 | $999.4K | 0.15% | −95−2.9% | Reduced |
| Tradition Wealth Management, LLC | 3,135 | $1.00M | 0.08% | +41+1.3% | Added |
| Great Valley Advisor Group, Inc. | 3,147 | $1.00M | 0.02% | −185−5.6% | Reduced |
| Armis Advisers, LLC | 3,147 | $1.00M | 0.08% | +1,984+170.6% | Added |
| Talon Private Wealth, LLC | 3,153 | $1.01M | 0.14% | +314+11.1% | Added |
| Tang Capital Management LLC | 3,168 | $1.01M | 0.05% | −498−13.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,172 | $1.01M | 0.12% | −100−3.1% | Reduced |
| Cornerstone Wealth Group, LLC | 3,174 | $1.01M | 0.08% | +39+1.2% | Added |
| US Asset Management LLC | 3,183 | $1.02M | 0.88% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,193 | $1.02M | 0.28% | +4+0.1% | Added |
| Green Harvest Asset Management LLC | 3,197 | $1.02M | 0.02% | −1,589−33.2% | Reduced |
| Park Edge Advisors, LLC | 3,207 | $1.02M | 0.26% | −367−10.3% | Reduced |
| Tufton Capital Management | 3,213 | $1.02M | 0.19% | −1,349−29.6% | Reduced |
| Matrix Asset Advisors Inc | 3,216 | $1.03M | 0.10% | +29+0.9% | Added |
| Paul Damon & Associates, Inc. | 3,242 | $1.03M | 0.54% | +1,076+49.7% | Added |
| CFO4Life Group, LLC | 3,247 | $1.04M | 0.16% | +98+3.1% | Added |
| Hartford Financial Management Inc. | 3,256 | $1.04M | 0.28% | −2−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 3,260 | $1.04M | 0.16% | +248+8.2% | Added |
| Cetera Trust Company, N.A | 3,260 | $1.04M | 0.62% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,264 | $1.04M | 0.12% | +258+8.6% | Added |
| WBH Advisory Inc | 3,282 | $1.05M | 0.09% | −285−8.0% | Reduced |
| DSG Capital Advisors, LLC | 3,288 | $1.05M | 0.19% | +3,288 | New |
| Bahl & Gaynor Inc | 3,291 | $1.05M | 0.01% | +33+1.0% | Added |
| Richwood Investment Advisors, LLC | 3,292 | $1.05M | 0.86% | +10.0% | Added |
| Continuum Advisory, LLC | 3,292 | $1.05M | 0.13% | +29+0.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $1.06M | 0.29% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,321 | $1.06M | 0.13% | +21+0.6% | Added |
| Bell Bank | 3,333 | $1.06M | 0.05% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,341 | $1.07M | 0.88% | +3,341 | New |
| Texas Yale Capital Corp. | 3,348 | $1.07M | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Designers | 3,357 | $1.07M | 1.55% | +150+4.7% | Added |
| PDS Planning, Inc | 3,358 | $1.07M | 0.08% | +141+4.4% | Added |
| Pathway Financial Advisers, LLC | 3,360 | $1.07M | 0.35% | +385+12.9% | Added |
| Conway Capital Management, Inc. | 3,375 | $1.08M | 0.48% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,376 | $1.08M | 0.06% | +70+2.1% | Added |
| Hendley & Co Inc | 3,390 | $1.08M | 0.38% | +375+12.4% | Added |
| Embree Financial Group | 3,397 | $1.08M | 0.16% | +230+7.3% | Added |
| Financial Management Network Inc | 3,315 | $1.09M | 0.19% | +91+2.8% | Added |
| Elyxium Wealth, LLC | 3,414 | $1.09M | 0.41% | +176+5.4% | Added |
| MidWestOne Financial Group, Inc. | 3,417 | $1.09M | 0.14% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,428 | $1.09M | 0.68% | +4+0.1% | Added |
| Cadent Capital Advisors, LLC | 3,430 | $1.09M | 0.36% | +163+5.0% | Added |