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 |
|---|---|---|---|---|---|
| Legacy Edge Advisors, LLC | 6,292 | $2.01M | 0.27% | −51−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,295 | $2.01M | 0.04% | +1,000+18.9% | Added |
| RMB Capital Management, LLC | 6,322 | $2.02M | 0.04% | +3,918+163.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,350 | $2.03M | 0.19% | −2,672−29.6% | Reduced |
| Parisi Gray Wealth Management | 6,373 | $2.03M | 0.58% | +30.0% | Added |
| Lebenthal Global Advisors, LLC | 6,376 | $2.03M | 0.38% | +971+18.0% | Added |
| Checchi Capital Advisers, LLC | 6,378 | $2.03M | 0.14% | +68+1.1% | Added |
| Advisor OS, LLC | 6,383 | $2.04M | 0.20% | +575+9.9% | Added |
| S&CO Inc | 6,386 | $2.04M | 0.13% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,423 | $2.04M | 0.18% | −979−13.2% | Reduced |
| Mather Group, LLC. | 6,388 | $2.04M | 0.02% | +316+5.2% | Added |
| Piscataqua Savings Bank | 6,392 | $2.04M | 1.70% | −117−1.8% | Reduced |
| Midwest Trust Co | 6,402 | $2.04M | 0.03% | +6,402 | New |
| Trust Asset Management LLC | 6,422 | $2.05M | 0.15% | 00.0% | Unchanged |
| Avestar Capital, LLC | 6,429 | $2.05M | 0.15% | +186+3.0% | Added |
| VestGen Advisors, LLC | 6,498 | $2.05M | 0.08% | −117−1.8% | Reduced |
| Private Trust Co NA | 6,437 | $2.05M | 0.20% | −85−1.3% | Reduced |
| Stablepoint Partners, LLC | 6,439 | $2.05M | 0.35% | +195+3.1% | Added |
| Csenge Advisory Group | 7,015 | $2.06M | 0.11% | +76+1.1% | Added |
| BancorpSouth Bank | 6,504 | $2.07M | 0.14% | −11−0.2% | Reduced |
| Eagle Capital Management, LLC | 6,518 | $2.08M | 0.91% | −34−0.5% | Reduced |
| Lee Danner & Bass Inc | 6,537 | $2.09M | 0.16% | 00.0% | Unchanged |
| Net Worth Advisory Group | 6,539 | $2.09M | 0.46% | +4,347+198.3% | Added |
| BNP Paribas | 6,589 | $2.09M | 0.07% | +6,089+1,217.8% | Added |
| PFG Investments, LLC | 6,562 | $2.09M | 0.12% | +134+2.1% | Added |
| Inkwell Capital LLC | 6,601 | $2.11M | 2.25% | −250−3.6% | Reduced |
| McAdam, LLC | 6,633 | $2.12M | 0.12% | +99+1.5% | Added |
| Atomi Financial Group, Inc. | 6,637 | $2.12M | 0.08% | +1,486+28.8% | Added |
| Center for Financial Planning, Inc. | 6,664 | $2.13M | 0.24% | 00.0% | Unchanged |
| Pitcairn Co | 6,674 | $2.13M | 0.14% | −958−12.6% | Reduced |
| Daymark Wealth Partners, LLC | 6,678 | $2.13M | 0.08% | +260+4.1% | Added |
| GLOBALT Investments LLC | 6,710 | $2.14M | 0.08% | −367−5.2% | Reduced |
| Hall Capital Management Co Inc | 6,712 | $2.14M | 0.90% | +183+2.8% | Added |
| Symphony Financial, Ltd. Co. | 7,823 | $2.14M | 0.28% | +7,823 | New |
| Aurora Private Wealth, Inc. | 6,724 | $2.15M | 1.59% | +182+2.8% | Added |
| Beacon Financial Group | 6,737 | $2.15M | 0.22% | −30−0.4% | Reduced |
| Huntleigh Advisors, Inc. | 6,740 | $2.15M | 0.41% | +135+2.0% | Added |
| Gsa Capital Partners LLP | 6,741 | $2.15M | 0.15% | +3,042+82.2% | Added |
| Baldwin Investment Management, LLC | 6,787 | $2.16M | 0.26% | +100+1.5% | Added |
| Flputnam Investment Management Co | 6,797 | $2.17M | 0.04% | −260−3.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 6,852 | $2.19M | 1.33% | +416+6.5% | Added |
| Nicholas Hoffman & Company, LLC. | 6,860 | $2.19M | 0.06% | +30.0% | Added |
| Syon Capital LLC | 6,882 | $2.20M | 0.15% | +988+16.8% | Added |
| Raab & Moskowitz Asset Management LLC | 6,902 | $2.20M | 0.52% | −254−3.5% | Reduced |
| Palisade Asset Management, LLC | 6,915 | $2.21M | 0.22% | −380−5.2% | Reduced |
| SageView Advisory Group, LLC | 7,126 | $2.21M | 0.08% | −520−6.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8,244 | $2.22M | 0.87% | +8,244 | New |
| Qube Research & Technologies Ltd | 6,957 | $2.22M | 0.00% | −549,133−98.7% | Reduced |
| First National Trust Co | 7,012 | $2.24M | 0.08% | −453−6.1% | Reduced |
| Everett Harris & Co | 7,057 | $2.25M | 0.03% | 00.0% | Unchanged |
| Auxier Asset Management | 7,093 | $2.26M | 0.33% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 7,106 | $2.27M | 0.08% | −295−4.0% | Reduced |
| Arjuna Capital | 7,123 | $2.27M | 0.60% | −390−5.2% | Reduced |
| Excalibur Management Corp | 7,159 | $2.28M | 0.86% | −51−0.7% | Reduced |
| Gateway Investment Advisers LLC | 7,169 | $2.29M | 0.02% | −125−1.7% | Reduced |
| Skopos Labs, Inc. | 7,181 | $2.29M | 0.30% | +2,336+48.2% | Added |
| Intellectus Partners, LLC | 7,186 | $2.29M | 0.49% | +10.0% | Added |
| Jackson Wealth Management, LLC | 7,188 | $2.29M | 0.25% | −269−3.6% | Reduced |
| Landscape Capital Management, L.L.C. | 7,212 | $2.30M | 0.18% | +7,212 | New |
| Confluence Wealth Services, Inc. | 7,213 | $2.30M | 0.13% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 7,217 | $2.30M | 1.85% | +7,217 | New |
| Mutual Advisors, LLC | 7,409 | $2.31M | 0.06% | +804+12.2% | Added |
| Boltwood Capital Management | 7,243 | $2.31M | 0.66% | −55−0.8% | Reduced |
| Pensionmark Financial Group, LLC | 7,253 | $2.31M | 0.05% | +638+9.6% | Added |
| Birinyi Associates Inc | 7,295 | $2.33M | 0.68% | 00.0% | Unchanged |
| Balboa Wealth Partners | 7,323 | $2.34M | 0.47% | +810+12.4% | Added |
| Crestwood Advisors Group LLC | 7,332 | $2.34M | 0.04% | +463+6.7% | Added |
| Caldwell Sutter Capital, Inc. | 7,338 | $2.34M | 1.07% | −71−1.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,415 | $2.37M | 0.69% | −1,217−14.1% | Reduced |
| Taylor Frigon Capital Management LLC | 7,425 | $2.37M | 1.26% | −288−3.7% | Reduced |
| Level Four Advisory Services, LLC | 7,447 | $2.38M | 0.09% | +447+6.4% | Added |
| Veracity Capital LLC | 7,455 | $2.38M | 0.83% | +38+0.5% | Added |
| Oldfather Financial Services, LLC | 7,513 | $2.40M | 0.82% | −4−0.1% | Reduced |
| Western Financial Corp | 7,576 | $2.42M | 1.30% | +90+1.2% | Added |
| Nixon Peabody Trust Co | 7,627 | $2.43M | 0.19% | +283+3.9% | Added |
| Red Cedar Investment Management, LLC | 7,628 | $2.43M | 0.31% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 7,652 | $2.44M | 0.07% | −16,165−67.9% | Reduced |
| Sawgrass Asset Management LLC | 7,682 | $2.45M | 0.28% | −691−8.3% | Reduced |
| Ronald Blue Trust, Inc. | 7,736 | $2.47M | 0.03% | +402+5.5% | Added |
| Beverly Hills Private Wealth, LLC | 7,752 | $2.47M | 0.46% | +249+3.3% | Added |
| Holderness Investments Co | 7,756 | $2.47M | 0.53% | +22+0.3% | Added |
| Capital International Sarl | 7,760 | $2.48M | 0.05% | +1,533+24.6% | Added |
| Osborne Partners Capital Management, LLC | 7,765 | $2.48M | 0.13% | −43−0.6% | Reduced |
| Puzo Michael J | 7,769 | $2.48M | 0.71% | +4,866+167.6% | Added |
| Applied Finance Capital Management, LLC | 7,779 | $2.48M | 0.17% | +7,779 | New |
| Eqis Capital Management, Inc. | 7,788 | $2.48M | 0.20% | −669−7.9% | Reduced |
| Mengis Capital Management, Inc. | 7,790 | $2.48M | 0.53% | −1,280−14.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 7,820 | $2.49M | 0.05% | −540−6.5% | Reduced |
| Citizens National Bank Trust Department | 7,823 | $2.50M | 0.50% | +18+0.2% | Added |
| Red Door Wealth Management, LLC | 7,828 | $2.50M | 0.30% | +2,178+38.5% | Added |
| Rothschild Investment LLC | 7,842 | $2.50M | 0.16% | −54−0.7% | Reduced |
| Hilltop National Bank | 7,884 | $2.51M | 0.66% | +7,884 | New |
| Wilkins Investment Counsel Inc | 7,932 | $2.53M | 0.36% | −600−7.0% | Reduced |
| Forum Financial Management, LP | 7,944 | $2.53M | 0.04% | +1,296+19.5% | Added |
| Bridgewater Advisors Inc. | 8,232 | $2.54M | 0.19% | +50+0.6% | Added |
| Burke & Herbert Bank & Trust Co | 7,967 | $2.54M | 0.57% | +230+3.0% | Added |
| Accent Capital Management, LLC | 8,044 | $2.57M | 1.15% | −150−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,068 | $2.57M | 0.22% | −2,176−21.2% | Reduced |
| Berkshire Bank | 8,085 | $2.58M | 0.59% | −174−2.1% | Reduced |
| Spears Abacus Advisors LLC | 8,109 | $2.59M | 0.05% | −135−1.6% | Reduced |