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 |
|---|---|---|---|---|---|
| Jamison Private Wealth Management, Inc. | 4,189 | $1.34M | 0.19% | +37+0.9% | Added |
| InvesTrust | 4,200 | $1.34M | 0.52% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,200 | $1.34M | 0.05% | +4,200 | New |
| Clarius Group, LLC | 4,204 | $1.34M | 0.08% | −897−17.6% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $1.34M | 0.11% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,232 | $1.35M | 0.31% | −175−4.0% | Reduced |
| IFG Advisors, LLC | 4,233 | $1.35M | 0.23% | +3+0.1% | Added |
| S-Bank Fund Management Ltd | 4,238 | $1.35M | 0.20% | +4,238 | New |
| Savvy Advisors, Inc. | 4,246 | $1.35M | 0.09% | +989+30.4% | Added |
| Everhart Financial Group, Inc. | 4,254 | $1.36M | 0.16% | +267+6.7% | Added |
| Atlas Brown,Inc. | 4,262 | $1.36M | 0.44% | −10−0.2% | Reduced |
| Ervin Investment Management, LLC | 4,266 | $1.36M | 0.85% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,275 | $1.36M | 0.68% | +424+11.0% | Added |
| Schulhoff & Co Inc | 4,300 | $1.37M | 0.61% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,304 | $1.37M | 0.28% | +1,513+54.2% | Added |
| Bedel Financial Consulting, Inc. | 4,340 | $1.38M | 0.19% | +4+0.1% | Added |
| Forte Capital LLC | 4,354 | $1.39M | 0.15% | +388+9.8% | Added |
| Mraz, Amerine & Associates, Inc. | 4,355 | $1.39M | 0.22% | −22−0.5% | Reduced |
| Salem Investment Counselors Inc | 4,357 | $1.39M | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,361 | $1.39M | 0.09% | +325+8.1% | Added |
| Strategic Advocates LLC | 4,362 | $1.39M | 0.41% | +1,342+44.4% | Added |
| Aaron Wealth Advisors | 4,387 | $1.40M | 0.14% | +71+1.6% | Added |
| Meridian Wealth Management, LLC | 4,397 | $1.40M | 0.06% | +353+8.7% | Added |
| Hilltop Holdings Inc. | 4,398 | $1.40M | 0.09% | −5,042−53.4% | Reduced |
| Resources Management Corp | 4,400 | $1.40M | 0.19% | −5−0.1% | Reduced |
| Strategic Advisors LLC | 4,405 | $1.41M | 0.28% | −996−18.4% | Reduced |
| Larson Financial Group LLC | 4,407 | $1.41M | 0.06% | +173+4.1% | Added |
| Spirepoint Private Client, LLC | 4,408 | $1.41M | 0.16% | +4,408 | New |
| Aspiriant, LLC | 4,410 | $1.41M | 0.04% | −219−4.7% | Reduced |
| Core Alternative Capital | 4,417 | $1.41M | 0.39% | +4,095+1,271.7% | Added |
| Olistico Wealth, LLC | 4,427 | $1.41M | 0.78% | +508+13.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,431 | $1.41M | 0.11% | +270+6.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,432 | $1.41M | 0.20% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,440 | $1.42M | 0.30% | +10+0.2% | Added |
| Tompkins Financial Corp | 4,442 | $1.42M | 0.13% | +1,478+49.9% | Added |
| Proathlete Wealth Management LLC | 4,455 | $1.43M | 0.45% | +31+0.7% | Added |
| American National Bank | 4,477 | $1.43M | 0.15% | −30−0.7% | Reduced |
| Stance Capital LLC | 4,479 | $1.43M | 0.54% | +4,479 | New |
| Wealthcare Advisory Partners LLC | 4,481 | $1.43M | 0.03% | +65+1.5% | Added |
| Papp L Roy & Associates | 4,500 | $1.44M | 0.17% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,508 | $1.44M | 0.11% | +70+1.6% | Added |
| Profit Investment Management, LLC | 4,517 | $1.44M | 1.30% | −102−2.2% | Reduced |
| IronOak Wealth LLC. | 4,538 | $1.45M | 1.41% | +4,538 | New |
| Buckingham Strategic Partners | 4,554 | $1.45M | 0.02% | −4,034−47.0% | Reduced |
| Harold Davidson & Associates Inc. | 4,544 | $1.45M | 0.94% | −2,984−39.6% | Reduced |
| Magnus Financial Group LLC | 4,549 | $1.45M | 0.13% | −102−2.2% | Reduced |
| Morse Asset Management, Inc | 4,563 | $1.46M | 0.32% | +458+11.2% | Added |
| Doliver Advisors, LP | 4,566 | $1.46M | 0.40% | +265+6.2% | Added |
| Sentry LLC | 4,591 | $1.46M | 0.29% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,593 | $1.47M | 0.01% | +102+2.3% | Added |
| Twelve Points Wealth Management LLC | 4,597 | $1.47M | 0.39% | +15+0.3% | Added |
| Barden Capital Management, Inc. | 4,598 | $1.47M | 1.29% | −12−0.3% | Reduced |
| Pflug Koory, LLC | 4,636 | $1.48M | 0.75% | −8−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,174 | $1.48M | 0.07% | −274−11.2% | Reduced |
| BigSur Wealth Management LLC | 4,653 | $1.48M | 0.37% | −20.0% | Reduced |
| Leisure Capital Management | 4,655 | $1.48M | 0.56% | −112−2.3% | Reduced |
| Ignite Planners, LLC | 4,823 | $1.49M | 0.26% | +47+1.0% | Added |
| Aventura Private Wealth, LLC | 4,660 | $1.49M | 0.64% | −102−2.1% | Reduced |
| First Affirmative Financial Network | 4,671 | $1.49M | 0.77% | +427+10.1% | Added |
| TCI Wealth Advisors, Inc. | 4,673 | $1.49M | 0.10% | +43+0.9% | Added |
| Delphi Management Inc | 4,683 | $1.49M | 1.44% | −493−9.5% | Reduced |
| North Star Investment Management Corp. | 4,685 | $1.49M | 0.10% | 00.0% | Unchanged |
| Graypoint LLC | 4,691 | $1.50M | 0.08% | +675+16.8% | Added |
| Levin Capital Strategies, L.P. | 4,698 | $1.50M | 0.15% | −219−4.5% | Reduced |
| NFJ Investment Group, LLC | 4,729 | $1.51M | 0.05% | +4,729 | New |
| Mystic Asset Management, Inc. | 4,742 | $1.51M | 0.37% | +25+0.5% | Added |
| Minot DeBlois Advisors LLC | 4,742 | $1.51M | 1.43% | +21+0.4% | Added |
| Souders Financial Advisors | 4,755 | $1.52M | 0.19% | −69−1.4% | Reduced |
| Boyar Asset Management Inc. | 4,758 | $1.52M | 0.99% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 4,766 | $1.52M | 1.21% | +14+0.3% | Added |
| Simmons Bank | 4,783 | $1.53M | 0.11% | −60−1.2% | Reduced |
| Carr Financial Group Corp | 4,787 | $1.53M | 0.45% | +30+0.6% | Added |
| Argentarii, LLC | 4,792 | $1.53M | 0.70% | +6+0.1% | Added |
| Woodstock Corp | 4,826 | $1.54M | 0.14% | −27−0.6% | Reduced |
| Colonial Trust Co | 4,832 | $1.54M | 0.22% | +1,004+26.2% | Added |
| Beaumont Asset Management, L.L.C. | 4,838 | $1.54M | 0.83% | +4+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 4,840 | $1.54M | 0.27% | +460+10.5% | Added |
| Fidelis Capital Partners, LLC | 5,227 | $1.54M | 0.14% | +399+8.3% | Added |
| Orrstown Financial Services Inc | 4,843 | $1.54M | 0.33% | −59−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,858 | $1.55M | 0.07% | +687+16.5% | Added |
| First Dallas Securities Inc. | 4,873 | $1.55M | 0.61% | −289−5.6% | Reduced |
| Cornerstone Planning Group LLC | 5,246 | $1.56M | 0.32% | +10+0.2% | Added |
| Guided Capital Wealth Management, LLC | 4,889 | $1.56M | 1.20% | +36+0.7% | Added |
| Baker Avenue Asset Management, LP | 4,908 | $1.57M | 0.04% | −280−5.4% | Reduced |
| Soundwatch Capital LLC | 2,551 | $1.57M | 0.33% | +2,551 | New |
| Gen-Wealth Partners Inc | 4,927 | $1.57M | 0.61% | +123+2.6% | Added |
| CWA Asset Management Group, LLC | 4,931 | $1.57M | 0.07% | +777+18.7% | Added |
| Walleye Capital LLC | 4,935 | $1.57M | 0.01% | −63,111−92.7% | Reduced |
| Accredited Investors Inc. | 4,967 | $1.58M | 0.09% | +626+14.4% | Added |
| Garde Capital, Inc. | 4,986 | $1.59M | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,993 | $1.59M | 0.07% | +94+1.9% | Added |
| Wellington Shields & Co., LLC | 4,999 | $1.59M | 0.45% | +383+8.3% | Added |
| Spirit of America Management Corp | 5,000 | $1.59M | 0.33% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $1.59M | 0.83% | +500+11.1% | Added |
| Alps Advisors Inc | 5,003 | $1.60M | 0.01% | −1,220−19.6% | Reduced |
| Aspire Private Capital, LLC | 5,017 | $1.60M | 0.37% | +154+3.2% | Added |
| Arbor Capital Management Inc | 5,193 | $1.60M | 1.39% | +5,193 | New |
| Patten & Patten Inc | 5,040 | $1.61M | 0.10% | −50−1.0% | Reduced |
| Harbor Investment Advisory, LLC | 5,044 | $1.61M | 0.14% | +10+0.2% | Added |
| Sage Mountain Advisors LLC | 5,047 | $1.61M | 0.10% | +670+15.3% | Added |