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 |
|---|---|---|---|---|---|
| PFG Advisors | 5,059 | $1.61M | 0.08% | +34+0.7% | Added |
| Manchester Capital Management LLC | 5,067 | $1.62M | 0.21% | −655−11.4% | Reduced |
| First International Bank & Trust | 5,071 | $1.62M | 0.56% | +92+1.8% | Added |
| Bradyco, Inc. | 5,074 | $1.62M | 1.19% | 00.0% | Unchanged |
| Spinnaker Trust | 5,079 | $1.62M | 0.10% | −190−3.6% | Reduced |
| WealthTrust Axiom LLC | 5,088 | $1.62M | 0.48% | +5+0.1% | Added |
| Greenwood Gearhart Inc | 5,094 | $1.62M | 0.10% | −545−9.7% | Reduced |
| Factorial Partners, LLC | 5,100 | $1.63M | 1.18% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,112 | $1.63M | 0.79% | −94−1.8% | Reduced |
| Pecaut & Co. | 5,119 | $1.63M | 0.54% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5,124 | $1.63M | 1.52% | −50−1.0% | Reduced |
| Sterling Wealth Management, Inc. | 5,136 | $1.64M | 0.56% | +5,136 | New |
| Weik Capital Management | 5,138 | $1.64M | 0.65% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,142 | $1.64M | 0.12% | +5,142 | New |
| Focus Financial Network, Inc. | 5,149 | $1.64M | 0.06% | −18−0.3% | Reduced |
| Rockland Trust Co | 5,158 | $1.65M | 0.08% | −475−8.4% | Reduced |
| Washington Trust Co | 5,161 | $1.65M | 0.06% | +474+10.1% | Added |
| Grant Private Wealth Management Inc | 5,183 | $1.65M | 0.94% | +5,183 | New |
| Vectors Research Management, LLC | 5,189 | $1.66M | 0.57% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,195 | $1.66M | 0.04% | +1,536+42.0% | Added |
| Ramirez Asset Management, Inc. | 5,208 | $1.66M | 0.25% | 00.0% | Unchanged |
| Ledyard National Bank | 5,214 | $1.66M | 0.16% | −98−1.8% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,219 | $1.66M | 1.30% | −440−7.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,224 | $1.67M | 0.05% | −64−1.2% | Reduced |
| Virtus Investment Advisers, Inc. | 5,233 | $1.67M | 0.56% | +752+16.8% | Added |
| Advisory Research Inc | 5,301 | $1.69M | 0.26% | −88−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 5,309 | $1.69M | 0.09% | +131+2.5% | Added |
| Modern Wealth Management, LLC | 5,327 | $1.70M | 0.04% | +406+8.3% | Added |
| AlphaStar Capital Management, LLC | 5,328 | $1.70M | 0.12% | +5,328 | New |
| William Allan, LLC | 5,332 | $1.70M | 0.99% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 5,338 | $1.70M | 0.32% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,339 | $1.70M | 0.09% | −818−13.3% | Reduced |
| Bank of Hawaii | 5,359 | $1.71M | 0.09% | −109−2.0% | Reduced |
| Sirios Capital Management L P | 5,367 | $1.71M | 0.25% | −50−0.9% | Reduced |
| Norden Group LLC | 5,368 | $1.71M | 0.19% | +179+3.4% | Added |
| Catalytic Wealth RIA, LLC | 5,370 | $1.71M | 0.14% | +5,370 | New |
| Cambridge Financial Group, LLC | 5,379 | $1.72M | 0.64% | −116−2.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,381 | $1.72M | 0.02% | −27−0.5% | Reduced |
| Rydar Equities, Inc. | 5,410 | $1.73M | 1.36% | +5,410 | New |
| Wealth Alliance | 5,417 | $1.73M | 0.19% | +548+11.3% | Added |
| NBZ Investment Advisors LLC | 5,423 | $1.73M | 0.99% | −2,339−30.1% | Reduced |
| Cozad Asset Management Inc | 5,433 | $1.73M | 0.15% | +444+8.9% | Added |
| Alpine Bank Wealth Management | 5,445 | $1.74M | 0.26% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,447 | $1.74M | 0.30% | −142−2.5% | Reduced |
| Advisors Capital Management, LLC | 5,454 | $1.74M | 0.02% | +865+18.8% | Added |
| Laurel Wealth Advisors LLC | 5,462 | $1.74M | 0.26% | −34−0.6% | Reduced |
| Crewe Advisors LLC | 5,464 | $1.74M | 0.25% | +7+0.1% | Added |
| Argus Investors' Counsel, Inc. | 5,471 | $1.75M | 1.24% | −133−2.4% | Reduced |
| Invst, LLC | 5,484 | $1.75M | 0.22% | −133−2.4% | Reduced |
| Premier Path Wealth Partners, LLC | 5,490 | $1.75M | 0.24% | +824+17.7% | Added |
| Icon Advisers Inc | 5,500 | $1.75M | 0.40% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,527 | $1.76M | 0.54% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 5,535 | $1.77M | 0.10% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,539 | $1.77M | 0.70% | +268+5.1% | Added |
| Leo Wealth, LLC | 5,551 | $1.77M | 0.14% | +992+21.8% | Added |
| KRS Capital Management, LLC | 5,560 | $1.77M | 1.19% | +20.0% | Added |
| Groupama Asset Managment | 5,593 | $1.77M | 0.03% | −1,652−22.8% | Reduced |
| Lakeshore Capital Group, Inc. | 5,578 | $1.78M | 1.58% | −437−7.3% | Reduced |
| Hohimer Wealth Management, LLC | 5,581 | $1.78M | 0.32% | −26−0.5% | Reduced |
| Stokes Family Office, LLC | 5,605 | $1.79M | 0.19% | +301+5.7% | Added |
| Sapient Capital LLC | 5,633 | $1.80M | 0.03% | +427+8.2% | Added |
| Community Bank, N.A. | 5,638 | $1.80M | 0.24% | −99−1.7% | Reduced |
| Stonebrook Private Inc. | 5,638 | $1.80M | 0.42% | +70+1.3% | Added |
| Interchange Capital Partners, LLC | 5,654 | $1.80M | 0.42% | +111+2.0% | Added |
| Capital Analysts, LLC | 5,661 | $1.80M | 0.06% | +24+0.4% | Added |
| First Citizens Bank & Trust Co | 5,669 | $1.81M | 0.03% | −350−5.8% | Reduced |
| Conning Inc. | 5,673 | $1.81M | 0.06% | −86−1.5% | Reduced |
| Chesapeake Wealth Management | 5,681 | $1.81M | 0.60% | −356−5.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | 00.0% | Unchanged |
| Insight Advisors, LLC | 5,686 | $1.81M | 0.29% | −196−3.3% | Reduced |
| Monte Financial Group, LLC | 5,729 | $1.83M | 0.71% | +60+1.1% | Added |
| Dynasty Wealth Management, LLC | 5,753 | $1.84M | 0.03% | −1,189−17.1% | Reduced |
| Transatlantique Private Wealth LLC | 5,797 | $1.85M | 0.68% | +125+2.2% | Added |
| Harbour Investments, Inc. | 5,808 | $1.85M | 0.05% | +248+4.5% | Added |
| Highline Wealth Partners LLC | 5,835 | $1.86M | 0.55% | −14−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 5,857 | $1.87M | 0.15% | −100−1.7% | Reduced |
| Broderick Brian C | 5,868 | $1.87M | 0.37% | +3,411+138.8% | Added |
| Ransom Advisory, Ltd | 5,946 | $1.90M | 0.89% | 00.0% | Unchanged |
| Busey Wealth Management | 5,968 | $1.90M | 0.06% | −189−3.1% | Reduced |
| YHB Investment Advisors, Inc. | 5,978 | $1.91M | 0.15% | +11+0.2% | Added |
| Boston Private Wealth LLC | 5,981 | $1.91M | 0.10% | −5,988−50.0% | Reduced |
| B&L Asset Management LLC | 5,997 | $1.91M | 1.09% | −29−0.5% | Reduced |
| Fielder Capital Group LLC | 6,000 | $1.91M | 0.51% | −15−0.2% | Reduced |
| Citadel Investment Advisory, Inc. | 6,032 | $1.92M | 0.93% | −677−10.1% | Reduced |
| Weil Company, Inc. | 6,039 | $1.93M | 0.51% | +4+0.1% | Added |
| 3Chopt Investment Partners, LLC | 6,084 | $1.94M | 0.47% | −407−6.3% | Reduced |
| NBC Securities, Inc. | 6,106 | $1.95M | 0.16% | −911−13.0% | Reduced |
| Cypress Wealth Services, LLC | 6,106 | $1.95M | 0.35% | +607+11.0% | Added |
| Spire Wealth Management | 6,112 | $1.95M | 0.07% | −1,703−21.8% | Reduced |
| Leavell Investment Management, Inc. | 6,120 | $1.95M | 0.09% | +255+4.3% | Added |
| Abundance Wealth Counselors | 6,159 | $1.97M | 0.37% | −54−0.9% | Reduced |
| Diligent Investors, LLC | 6,170 | $1.97M | 0.47% | +51+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,185 | $1.97M | 0.10% | +81+1.3% | Added |
| Solitude Financial Services | 6,193 | $1.98M | 0.72% | +1,070+20.9% | Added |
| Canopy Partners, LLC | 6,199 | $1.98M | 0.73% | +526+9.3% | Added |
| Associated Banc-Corp | 6,232 | $1.99M | 0.06% | −694−10.0% | Reduced |
| Grove Bank & Trust | 6,237 | $1.99M | 0.25% | +91+1.5% | Added |
| MainStreet Investment Advisors LLC | 6,253 | $1.99M | 0.28% | +149+2.4% | Added |
| RMR Capital Management, LLC | 6,260 | $2.00M | 1.43% | −1,298−17.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,470 | $2.00M | 0.06% | +1,459+29.1% | Added |