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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 9,990 | $3.19M | 1.01% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 10,012 | $3.19M | 1.66% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 10,015 | $3.19M | 2.84% | −32−0.3% | Reduced |
| Empower Advisory Group, LLC | 10,030 | $3.20M | 0.01% | −103−1.0% | Reduced |
| Leonteq Securities AG | 10,049 | $3.21M | 0.19% | −1,029−9.3% | Reduced |
| SBI Securities Co., Ltd. | 10,066 | $3.21M | 0.09% | −308−3.0% | Reduced |
| Xcel Wealth Management, LLC | 10,073 | $3.21M | 0.91% | +300+3.1% | Added |
| SOL Capital Management CO | 10,110 | $3.23M | 0.31% | −100−1.0% | Reduced |
| Sterling Capital Management LLC | 10,122 | $3.23M | 0.05% | +911+9.9% | Added |
| Moneta Group Investment Advisors LLC | 10,149 | $3.24M | 0.04% | +194+1.9% | Added |
| Webster Bank, N. A. | 10,153 | $3.24M | 0.33% | −1,846−15.4% | Reduced |
| Arista Wealth Management, LLC | 10,186 | $3.25M | 0.45% | +7,899+345.4% | Added |
| Ferguson Wellman Capital Management, Inc | 10,189 | $3.25M | 0.06% | +3,663+56.1% | Added |
| Ingalls & Snyder LLC | 10,193 | $3.25M | 0.12% | +1,586+18.4% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 10,200 | $3.25M | 0.08% | −1,400−12.1% | Reduced |
| Carl P. Sherr & Co., LLC | 10,256 | $3.27M | 1.65% | −100−1.0% | Reduced |
| Jefferies Financial Group Inc. | 10,265 | $3.27M | 0.05% | +2,202+27.3% | Added |
| Sawyer & Company, Inc | 9,682 | $3.27M | 1.17% | −638−6.2% | Reduced |
| Parkside Financial Bank & Trust | 10,270 | $3.28M | 0.35% | +574+5.9% | Added |
| Mission Wealth Management, LP | 10,315 | $3.29M | 0.07% | +139+1.4% | Added |
| IHT Wealth Management, LLC | 10,362 | $3.31M | 0.09% | +1,081+11.6% | Added |
| HBK Sorce Advisory LLC | 10,376 | $3.31M | 0.09% | +244+2.4% | Added |
| Canada Post Corp Registered Pension Plan | 10,381 | $3.31M | 0.19% | +10,381 | New |
| Peak Financial Advisors LLC | 10,385 | $3.31M | 1.70% | −240−2.3% | Reduced |
| Northstar Advisory Group, LLC | 10,398 | $3.32M | 1.62% | +1,593+18.1% | Added |
| Connable Office Inc | 10,450 | $3.33M | 0.33% | +36+0.3% | Added |
| Oppenheimer Asset Management Inc. | 10,461 | $3.34M | 0.04% | −3,089−22.8% | Reduced |
| Asio Capital, LLC | 10,461 | $3.34M | 0.56% | +10,461 | New |
| QV Investors Inc. | 10,500 | $3.35M | 0.33% | +70+0.7% | Added |
| Sigma Planning Corp | 10,517 | $3.35M | 0.10% | −329−3.0% | Reduced |
| Penn Davis McFarland Inc | 10,580 | $3.37M | 0.38% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 10,585 | $3.38M | 0.13% | −353−3.2% | Reduced |
| Private Wealth Partners, LLC | 10,603 | $3.38M | 0.26% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,617 | $3.39M | 0.63% | +925+9.5% | Added |
| Holocene Advisors, LP | 10,686 | $3.41M | 0.01% | −11,427−51.7% | Reduced |
| Sargent Investment Group, LLC | 11,553 | $3.41M | 0.46% | −1,360−10.5% | Reduced |
| Smithfield Trust Co | 10,772 | $3.44M | 0.16% | −40.0% | Reduced |
| St. Johns Investment Management Company, LLC | 10,793 | $3.44M | 1.58% | +310+3.0% | Added |
| Farther Finance Advisors, LLC | 10,908 | $3.48M | 0.07% | +1,363+14.3% | Added |
| Texas Bank & Trust Co | 10,964 | $3.50M | 1.39% | +61+0.6% | Added |
| Global Retirement Partners, LLC | 10,973 | $3.50M | 0.09% | +10,973 | New |
| Gifford Fong Associates | 11,000 | $3.51M | 0.81% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11,013 | $3.51M | 0.17% | +184+1.7% | Added |
| Ahl Investment Management, Inc. | 11,115 | $3.55M | 2.37% | −374−3.3% | Reduced |
| KCM Investment Advisors LLC | 11,178 | $3.57M | 0.12% | −42−0.4% | Reduced |
| Great Lakes Retirement, Inc. | 11,189 | $3.57M | 0.42% | +472+4.4% | Added |
| Exchange Traded Concepts, LLC | 11,198 | $3.57M | 0.05% | −41,074−78.6% | Reduced |
| Diversify Wealth Management, LLC | 11,783 | $3.57M | 0.22% | +433+3.8% | Added |
| Fruth Investment Management | 11,210 | $3.58M | 0.97% | −20−0.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 11,220 | $3.58M | 1.11% | −136−1.2% | Reduced |
| Herbst Group, LLC | 11,243 | $3.59M | 2.15% | +51+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,245 | $3.59M | 2.21% | −225−2.0% | Reduced |
| Wealthspire Advisors, LLC | 11,261 | $3.59M | 0.02% | +21+0.2% | Added |
| Cullen Investment Group, Ltd. | 11,273 | $3.60M | 0.51% | −310−2.7% | Reduced |
| Deane Retirement Strategies, Inc. | 11,316 | $3.61M | 1.62% | +87+0.8% | Added |
| Vestcor Inc | 11,376 | $3.63M | 0.11% | +804+7.6% | Added |
| Moody National Bank Trust Division | 11,382 | $3.63M | 0.33% | +602+5.6% | Added |
| G&S Capital LLC | 11,385 | $3.63M | 1.44% | +243+2.2% | Added |
| Plimoth Trust Co LLC | 11,395 | $3.63M | 0.87% | +1,571+16.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,414 | $3.64M | 0.08% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 11,430 | $3.65M | 1.75% | −50−0.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,441 | $3.65M | 0.21% | −12−0.1% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.68M | 0.01% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 11,623 | $3.71M | 1.60% | 00.0% | Unchanged |
| Ostrum Asset Management | 11,632 | $3.71M | 0.17% | +74+0.6% | Added |
| Conscious Wealth Investments, LLC | 12,090 | $3.73M | 2.38% | −11−0.1% | Reduced |
| Brighton Jones LLC | 11,697 | $3.73M | 0.10% | −413−3.4% | Reduced |
| Harbor Capital Advisors, Inc. | 11,707 | $3.73M | 0.16% | −91−0.8% | Reduced |
| Joel Isaacson & Co., LLC | 11,727 | $3.74M | 0.15% | +1,503+14.7% | Added |
| Sowell Financial Services LLC | 11,752 | $3.75M | 0.15% | +3,467+41.8% | Added |
| Trust Co of Toledo NA | 11,786 | $3.76M | 0.41% | 00.0% | Unchanged |
| Insight Inv LLC | 11,811 | $3.77M | 2.53% | −210−1.7% | Reduced |
| Independent Financial Group, LLC | 11,821 | $3.77M | 0.10% | −2,546−17.7% | Reduced |
| Profund Advisors LLC | 11,834 | $3.77M | 0.14% | −343−2.8% | Reduced |
| Bell Asset Management Ltd | 11,843 | $3.78M | 0.83% | −8,157−40.8% | Reduced |
| Ritholtz Wealth Management | 11,856 | $3.78M | 0.08% | +2,340+24.6% | Added |
| Columbia Asset Management | 11,868 | $3.79M | 0.74% | −39−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 11,869 | $3.79M | 0.09% | −1,279−9.7% | Reduced |
| Game Plan Financial Advisors, LLC | 11,879 | $3.79M | 1.66% | −1,420−10.7% | Reduced |
| AIA Group Ltd | 11,900 | $3.80M | 0.08% | +2,300+24.0% | Added |
| Canandaigua National Bank & Trust Co | 11,934 | $3.81M | 0.35% | +467+4.1% | Added |
| Wedmont Private Capital | 12,040 | $3.82M | 0.16% | +490+4.2% | Added |
| Independent Investors Inc | 12,000 | $3.83M | 0.83% | 00.0% | Unchanged |
| SCS Capital Management LLC | 12,026 | $3.84M | 0.04% | +710+6.3% | Added |
| Somerville Kurt F | 12,230 | $3.90M | 0.66% | +8,945+272.3% | Added |
| Zhang Financial LLC | 12,233 | $3.90M | 0.18% | +235+2.0% | Added |
| Vestmark Advisory Solutions, Inc. | 12,251 | $3.91M | 0.06% | +11,023+897.6% | Added |
| MUFG Securities Americas Inc. | 12,266 | $3.91M | 0.33% | +2,442+24.9% | Added |
| Cito Capital Group, LLC | 12,355 | $3.94M | 1.37% | −85−0.7% | Reduced |
| Strategic Planning Group, LLC | 12,358 | $3.94M | 0.64% | +622+5.3% | Added |
| Constitution Capital LLC | 12,375 | $3.95M | 2.01% | −940−7.1% | Reduced |
| RFG Advisory, LLC | 12,424 | $3.96M | 0.09% | +746+6.4% | Added |
| Jacobi Capital Management LLC | 12,427 | $3.96M | 0.26% | −97−0.8% | Reduced |
| Integrated Advisors Network LLC | 12,479 | $3.98M | 0.18% | +10,723+610.6% | Added |
| Infusive Asset Management Inc. | 12,491 | $3.98M | 1.78% | −270−2.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 12,506 | $3.99M | 0.75% | −124−1.0% | Reduced |
| Central Pacific Bank - Trust Division | 12,529 | $4.00M | 0.51% | −1,582−11.2% | Reduced |
| Midwest Professional Planners, LTD. | 12,533 | $4.00M | 1.05% | +354+2.9% | Added |
| Wesbanco Bank Inc | 12,558 | $4.01M | 0.12% | +7,605+153.5% | Added |
| L2 Asset Management, LLC | 12,706 | $4.05M | 0.66% | −5,306−29.5% | Reduced |