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
- 2,720
- +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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Spears Abacus Advisors LLC | 8,109 | $2.59M | 0.05% | −135−1.6% | Reduced |
| Americana Partners, LLC | 8,116 | $2.59M | 0.09% | −1,340−14.2% | Reduced |
| Dover Advisors, LLC | 8,154 | $2.60M | 1.15% | +148+1.8% | Added |
| IFG Advisory, LLC | 8,200 | $2.62M | 0.13% | +86+1.1% | Added |
| GFG Capital, LLC | 8,223 | $2.62M | 0.78% | −379−4.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,260 | $2.63M | 1.35% | −20−0.2% | Reduced |
| Woodmont Investment Counsel LLC | 8,265 | $2.64M | 0.17% | +12+0.1% | Added |
| Bank of Stockton | 8,290 | $2.64M | 0.79% | −19−0.2% | Reduced |
| Natural Investments, LLC | 8,317 | $2.65M | 0.69% | +159+1.9% | Added |
| KWB Wealth | 9,883 | $2.66M | 0.32% | −158−1.6% | Reduced |
| New England Asset Management Inc | 8,340 | $2.66M | 0.41% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 8,371 | $2.67M | 0.29% | −1,090−11.5% | Reduced |
| RMR Wealth Builders | 8,394 | $2.68M | 0.24% | +379+4.7% | Added |
| SOA Wealth Advisors, LLC. | 8,417 | $2.68M | 0.50% | +190+2.3% | Added |
| Hardy Reed LLC | 8,420 | $2.69M | 0.22% | −10−0.1% | Reduced |
| Howard Capital Management Group, LLC | 8,426 | $2.69M | 0.19% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,473 | $2.70M | 0.16% | +405+5.0% | Added |
| Icon Wealth Advisors, LLC | 8,481 | $2.71M | 0.19% | −1,881−18.2% | Reduced |
| Prosperity Consulting Group, LLC | 8,481 | $2.71M | 0.20% | +94+1.1% | Added |
| Kestra Investment Management, LLC | 9,224 | $2.71M | 0.04% | +4,479+94.4% | Added |
| Berkshire Asset Management LLC | 8,490 | $2.71M | 0.12% | −52−0.6% | Reduced |
| Tealwood Asset Management Inc | 8,510 | $2.71M | 1.21% | −15−0.2% | Reduced |
| Fiduciary Family Office, LLC | 8,526 | $2.72M | 0.89% | −139−1.6% | Reduced |
| Investors Asset Management of Georgia Inc | 8,530 | $2.72M | 1.26% | +350+4.3% | Added |
| Twin Capital Management Inc | 8,551 | $2.73M | 0.29% | +8,551 | New |
| Flagship Harbor Advisors, LLC | 8,592 | $2.74M | 0.13% | +2,051+31.4% | Added |
| Beaumont Financial Advisors, LLC | 8,631 | $2.75M | 0.20% | −10.0% | Reduced |
| Arete Wealth Advisors, LLC | 8,735 | $2.77M | 0.20% | −4,665−34.8% | Reduced |
| National Asset Management, Inc. | 8,706 | $2.78M | 0.13% | −6,132−41.3% | Reduced |
| First Horizon Advisors, Inc. | 8,737 | $2.79M | 0.07% | −3,054−25.9% | Reduced |
| Fulton Bank, N.A. | 8,750 | $2.79M | 0.10% | +682+8.5% | Added |
| Robertson Stephens Wealth Management, LLC | 8,772 | $2.80M | 0.10% | +370+4.4% | Added |
| Northern Financial Advisors Inc | 8,788 | $2.80M | 2.10% | −89−1.0% | Reduced |
| Signature Wealth Management Group | 8,795 | $2.81M | 1.11% | −107−1.2% | Reduced |
| Verition Fund Management LLC | 8,819 | $2.81M | 0.02% | −1,320−13.0% | Reduced |
| Principle Wealth Partners LLC | 8,826 | $2.82M | 0.18% | −190−2.1% | Reduced |
| EFG Asset Management (North America) Corp. | 8,837 | $2.82M | 0.40% | +215+2.5% | Added |
| Mindset Wealth Management, LLC | 8,838 | $2.82M | 0.92% | +113+1.3% | Added |
| FineMark National Bank & Trust | 8,848 | $2.82M | 0.10% | +504+6.0% | Added |
| Pinnacle Wealth Management, LLC | 8,890 | $2.84M | 2.37% | +7,635+608.4% | Added |
| Pinnacle Holdings, LLC | 8,893 | $2.84M | 1.02% | +758+9.3% | Added |
| Bridgeway Capital Management, LLC | 8,900 | $2.84M | 0.07% | −200−2.2% | Reduced |
| Bank of New Hampshire | 8,928 | $2.85M | 0.71% | +200+2.3% | Added |
| Ashton Thomas Private Wealth, LLC | 8,948 | $2.85M | 0.10% | −1,292−12.6% | Reduced |
| Vivid Wealth Management, LLC | 8,963 | $2.86M | 1.26% | −255−2.8% | Reduced |
| Anchor Investment Management, LLC | 8,976 | $2.86M | 0.25% | −177−1.9% | Reduced |
| Patton Fund Management, Inc. | 8,979 | $2.86M | 0.63% | −6,760−43.0% | Reduced |
| Bigelow Investment Advisors, LLC | 8,986 | $2.87M | 1.26% | −24−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,995 | $2.87M | 0.08% | +208+2.4% | Added |
| RB Capital Management, LLC | 9,050 | $2.89M | 0.65% | +1,414+18.5% | Added |
| Trustco Bank Corp N Y | 9,059 | $2.89M | 2.83% | +300+3.4% | Added |
| IFC Advisors LLC | 9,087 | $2.90M | 0.54% | +44+0.5% | Added |
| TAGStone Capital, Inc. | 9,757 | $2.90M | 1.20% | +53+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 9,140 | $2.92M | 0.09% | −27−0.3% | Reduced |
| Applied Capital LLC | 9,184 | $2.93M | 2.18% | +9+0.1% | Added |
| Pettee Investors, Inc. | 9,213 | $2.94M | 1.76% | −60−0.6% | Reduced |
| Beacon Investment Advisors LLC | 9,329 | $2.96M | 1.28% | +10.0% | Added |
| ProVise Management Group, LLC | 9,300 | $2.97M | 0.23% | −867−8.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,301 | $2.97M | 1.54% | +9+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,312 | $2.97M | 1.73% | −1,736−15.7% | Reduced |
| Bank Ozk | 9,330 | $2.98M | 1.14% | +366+4.1% | Added |
| Qtron Investments LLC | 9,352 | $2.98M | 0.38% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 9,375 | $2.99M | 0.70% | −1,200−11.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,393 | $3.00M | 0.01% | −844−8.2% | Reduced |
| Insigneo Advisory Services, LLC | 9,409 | $3.00M | 0.26% | −1,020−9.8% | Reduced |
| Fire Capital Management LLC | 9,427 | $3.01M | 1.91% | −53−0.6% | Reduced |
| Lodestone Wealth Management LLC | 9,428 | $3.01M | 1.46% | −2,137−18.5% | Reduced |
| Ieq Capital, LLC | 9,429 | $3.01M | 0.02% | −14,333−60.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 9,440 | $3.01M | 1.21% | −393−4.0% | Reduced |
| Financial Security Advisor, Inc. | 9,450 | $3.01M | 0.69% | −75−0.8% | Reduced |
| Diversify Advisory Services, LLC | 10,001 | $3.03M | 0.12% | +5,171+107.1% | Added |
| Stenger Family Office, LLC | 10,001 | $3.03M | 0.80% | +10,001 | New |
| Parkshore Wealth Management, Inc. | 9,519 | $3.04M | 1.48% | +23+0.2% | Added |
| Rathbone Brothers plc | 9,531 | $3.04M | 0.01% | −1,266−11.7% | Reduced |
| Ascent Group, LLC | 9,533 | $3.04M | 0.12% | +753+8.6% | Added |
| Moors & Cabot, Inc. | 9,548 | $3.05M | 0.14% | +236+2.5% | Added |
| Hartford Funds Management Co LLC | 9,545 | $3.05M | 0.26% | −614−6.0% | Reduced |
| Argent Advisors, Inc. | 9,577 | $3.05M | 0.94% | +174+1.9% | Added |
| Guardian Capital LP | 9,588 | $3.06M | 0.11% | +400+4.4% | Added |
| Eads & Heald Wealth Management | 9,649 | $3.08M | 1.52% | −641−6.2% | Reduced |
| Rehmann Capital Advisory Group | 9,657 | $3.08M | 0.19% | −1,788−15.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 9,670 | $3.08M | 0.24% | +9,670 | New |
| IFP Advisors, Inc | 9,120 | $3.08M | 0.09% | −1,640−15.2% | Reduced |
| NTV Asset Management LLC | 9,679 | $3.09M | 0.37% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9,739 | $3.11M | 0.08% | +406+4.4% | Added |
| Evergreen Capital Management LLC | 9,743 | $3.11M | 0.09% | +244+2.6% | Added |
| Institute for Wealth Management, LLC. | 9,788 | $3.12M | 0.35% | +189+2.0% | Added |
| Inlet Private Wealth, LLC | 9,795 | $3.12M | 0.77% | 00.0% | Unchanged |
| NVWM, LLC | 9,810 | $3.13M | 0.76% | −5,454−35.7% | Reduced |
| Evoke Wealth, LLC | 9,818 | $3.13M | 0.07% | +260+2.7% | Added |
| BCS Private Wealth Management, Inc. | 9,821 | $3.13M | 1.18% | +9,821 | New |
| Knuff & Co LLC | 9,844 | $3.14M | 0.99% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9,846 | $3.14M | 1.94% | −208−2.1% | Reduced |
| Doheny Asset Management | 9,861 | $3.15M | 2.20% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 9,879 | $3.15M | 1.56% | −1,052−9.6% | Reduced |
| Aptus Capital Advisors, LLC | 9,881 | $3.15M | 0.03% | −614−5.9% | Reduced |
| GAMMA Investing LLC | 9,907 | $3.16M | 0.20% | +1,868+23.2% | Added |
| Union Heritage Capital, LLC | 9,968 | $3.18M | 1.11% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 9,968 | $3.18M | 0.59% | −1,092−9.9% | Reduced |
| Galilei Investment Office LLP | 9,974 | $3.18M | 1.62% | 00.0% | Unchanged |