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 |
|---|---|---|---|---|---|
| Schear Investment Advisers, LLC | 3,436 | $1.10M | 0.54% | +1,318+62.2% | Added |
| Altfest L J & Co Inc | 3,437 | $1.10M | 0.13% | +219+6.8% | Added |
| SeaCrest Wealth Management, LLC | 3,451 | $1.10M | 0.12% | +247+7.7% | Added |
| Dempze Nancy E | 3,459 | $1.10M | 0.64% | +2,344+210.2% | Added |
| Lewis Asset Management, LLC | 3,464 | $1.10M | 0.52% | +560+19.3% | Added |
| Alerus Financial NA | 3,467 | $1.11M | 0.08% | −6−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 3,468 | $1.11M | 0.15% | +195+6.0% | Added |
| Ameritas Advisory Services, LLC | 3,478 | $1.11M | 0.06% | −19−0.5% | Reduced |
| Hills Bank & Trust Co | 3,487 | $1.11M | 0.07% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 3,488 | $1.11M | 1.00% | −224−6.0% | Reduced |
| Knightsbridge Asset Management, LLC | 3,495 | $1.11M | 0.25% | +129+3.8% | Added |
| Linden Thomas Advisory Services, LLC | 3,497 | $1.12M | 0.12% | −10,649−75.3% | Reduced |
| Platform Technology Partners | 3,502 | $1.12M | 0.29% | +10.0% | Added |
| Navis Wealth Advisors, LLC | 3,508 | $1.12M | 0.94% | −40−1.1% | Reduced |
| Revisor Wealth Management LLC | 3,441 | $1.12M | 0.40% | +26+0.8% | Added |
| Thoroughbred Financial Services, LLC | 3,534 | $1.13M | 0.08% | −3,296−48.3% | Reduced |
| 180 Wealth Advisors, LLC | 3,536 | $1.13M | 0.16% | −67−1.9% | Reduced |
| Pure Financial Advisors, Inc. | 3,541 | $1.13M | 0.02% | +865+32.3% | Added |
| Delaney Dennis R | 3,542 | $1.13M | 0.58% | +1,502+73.6% | Added |
| Belpointe Asset Management LLC | 3,555 | $1.13M | 0.05% | −142−3.8% | Reduced |
| Oak Asset Management, LLC | 3,580 | $1.14M | 0.41% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,585 | $1.14M | 0.21% | −57−1.6% | Reduced |
| Kovack Advisors, Inc. | 3,590 | $1.15M | 0.11% | +122+3.5% | Added |
| Philadelphia Trust Co | 3,595 | $1.15M | 0.09% | 00.0% | Unchanged |
| Saybrook Capital | 3,600 | $1.15M | 0.32% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 3,613 | $1.15M | 0.09% | +1,930+114.7% | Added |
| First Foundation Advisors | 3,620 | $1.15M | 0.04% | +296+8.9% | Added |
| Cornerstone Wealth Management, LLC | 3,623 | $1.16M | 0.07% | +2+0.1% | Added |
| Proficio Capital Partners LLC | 3,655 | $1.17M | 0.07% | +217+6.3% | Added |
| Verus Capital Partners, LLC | 3,659 | $1.17M | 0.10% | +32+0.9% | Added |
| Watts Gwilliam & Co., LLC | 3,417 | $1.17M | 0.19% | +33+1.0% | Added |
| Soltis Investment Advisors LLC | 3,661 | $1.17M | 0.09% | +1,458+66.2% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.17M | 0.14% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,678 | $1.17M | 0.49% | +392+11.9% | Added |
| Brooks, Moore & Associates, Inc. | 3,923 | $1.17M | 0.63% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 3,684 | $1.18M | 0.18% | −30−0.8% | Reduced |
| Centiva Capital, LP | 3,688 | $1.18M | 0.08% | −3,277−47.0% | Reduced |
| MJP Associates Inc | 3,698 | $1.18M | 0.17% | +152+4.3% | Added |
| Skba Capital Management LLC | 3,739 | $1.19M | 0.17% | +32+0.9% | Added |
| Burford Brothers, Inc. | 3,748 | $1.20M | 0.55% | +14+0.4% | Added |
| Quent Capital, LLC | 3,750 | $1.20M | 0.12% | +173+4.8% | Added |
| Banque Transatlantique SA | 3,752 | $1.20M | 0.03% | −12,229−76.5% | Reduced |
| Golden State Wealth Management, LLC | 3,779 | $1.21M | 0.15% | −173−4.4% | Reduced |
| Physicians Financial Services, Inc. | 3,790 | $1.21M | 0.36% | +825+27.8% | Added |
| First Western Trust Bank | 3,792 | $1.21M | 0.05% | +7+0.2% | Added |
| Great Diamond Partners, LLC | 3,796 | $1.21M | 0.26% | +2,477+187.8% | Added |
| United Asset Strategies, Inc. | 3,797 | $1.21M | 0.10% | −338−8.2% | Reduced |
| Geneos Wealth Management Inc. | 3,799 | $1.21M | 0.03% | −4,406−53.7% | Reduced |
| PDT Partners, LLC | 3,800 | $1.21M | 0.07% | +3,800 | New |
| Creekmur Asset Management LLC | 3,814 | $1.22M | 0.21% | +1,206+46.2% | Added |
| Howard Capital Management Inc. | 3,818 | $1.22M | 0.02% | +530+16.1% | Added |
| MTM Investment Management, LLC | 3,822 | $1.22M | 0.41% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,831 | $1.22M | 0.16% | −4,952−56.4% | Reduced |
| Notis-McConarty Edward | 3,832 | $1.22M | 0.60% | +3,832 | New |
| Midland Wealth Advisors LLC | 3,839 | $1.22M | 0.07% | +38+1.0% | Added |
| Centerpoint Advisors, LLC | 3,841 | $1.23M | 0.42% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3,856 | $1.23M | 0.82% | – | – |
| Sunflower Bank, N.A. | 3,857 | $1.23M | 0.31% | −203−5.0% | Reduced |
| Bridges Investment Management Inc | 3,864 | $1.23M | 0.02% | +18+0.5% | Added |
| Blueshift Asset Management, LLC | 3,877 | $1.24M | 0.38% | +1,150+42.2% | Added |
| Saxon Interests, Inc. | 4,602 | $1.24M | 0.58% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 3,886 | $1.24M | 0.26% | +600+18.3% | Added |
| TownSquare Capital, LLC | 3,886 | $1.24M | 0.12% | −27,639−87.7% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $1.25M | 0.19% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,920 | $1.25M | 0.28% | −646−14.1% | Reduced |
| Strategic Investment Advisors | 3,965 | $1.26M | 0.12% | −784−16.5% | Reduced |
| Orleans Capital Management Corp | 3,945 | $1.26M | 0.67% | −55−1.4% | Reduced |
| Evelyn Partners Investment Management LLP | 3,949 | $1.26M | 0.04% | −560−12.4% | Reduced |
| Next Level Private LLC | 3,991 | $1.27M | 0.41% | +9+0.2% | Added |
| Promethium Advisors,llc | 3,991 | $1.27M | 0.77% | −45−1.1% | Reduced |
| FNY Investment Advisers, LLC | 4,000 | $1.27M | 0.54% | +4,000 | New |
| Ulysses Management LLC | 4,000 | $1.28M | 0.28% | 00.0% | Unchanged |
| Moment Partners, LLC | 4,004 | $1.28M | 0.24% | 00.0% | Unchanged |
| Whelan Financial | 4,005 | $1.28M | 0.46% | +1,190+42.3% | Added |
| Lazari Capital Management, Inc. | 4,008 | $1.28M | 0.48% | −50−1.2% | Reduced |
| Trueblood Wealth Management, LLC | 4,011 | $1.28M | 0.53% | +117+3.0% | Added |
| Ipswich Investment Management Co., Inc. | 4,036 | $1.29M | 0.31% | −55−1.3% | Reduced |
| Winebrenner Capital Management LLC | 4,037 | $1.29M | 1.04% | +238+6.3% | Added |
| Evanson Asset Management, LLC | 4,040 | $1.29M | 0.08% | +51+1.3% | Added |
| Plancorp, LLC | 4,041 | $1.29M | 0.04% | −574−12.4% | Reduced |
| Oakworth Capital, Inc. | 4,041 | $1.29M | 0.08% | −371−8.4% | Reduced |
| Coastal Investment Advisors, Inc. | 4,047 | $1.29M | 0.51% | +140+3.6% | Added |
| BSW Wealth Partners | 4,058 | $1.29M | 0.18% | +30+0.7% | Added |
| Essex Investment Management Co LLC | 4,089 | $1.30M | 0.24% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,094 | $1.31M | 0.16% | +111+2.8% | Added |
| Apella Capital, LLC | 4,047 | $1.31M | 0.04% | +3,055+308.0% | Added |
| Ellevest, Inc. | 4,100 | $1.31M | 0.21% | +174+4.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,115 | $1.31M | 0.05% | +846+25.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,122 | $1.31M | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,124 | $1.32M | 0.44% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 4,414 | $1.32M | 0.49% | +30+0.7% | Added |
| Moloney Securities Asset Management, LLC | 4,133 | $1.32M | 0.16% | −101−2.4% | Reduced |
| Hager Investment Management Services, LLC | 4,142 | $1.32M | 0.79% | +244+6.3% | Added |
| GeoWealth Management, LLC | 4,144 | $1.32M | 0.05% | −1,770−29.9% | Reduced |
| Accurate Wealth Management, LLC | 4,070 | $1.32M | 0.20% | +934+29.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,152 | $1.32M | 0.00% | +493+13.5% | Added |
| Amarillo National Bank | 4,156 | $1.33M | 0.25% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 4,166 | $1.33M | 0.73% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,180 | $1.33M | 0.09% | −730−14.9% | Reduced |
| Riverbend Wealth Management, LLC | 4,185 | $1.33M | 1.01% | +149+3.7% | Added |