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 |
|---|---|---|---|---|---|
| Solstein Capital, LLC | 121 | $38.6K | 0.02% | +121 | New |
| CBIZ Investment Advisory Services, LLC | 122 | $38.9K | 0.00% | +102+510.0% | Added |
| Archer Investment Corp | 125 | $39.8K | 0.01% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 125 | $39.9K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 128 | $40.8K | 0.01% | +128 | New |
| Canton Hathaway, LLC | 130 | $41.0K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 129 | $41.0K | 0.03% | +1+0.8% | Added |
| Aventus Investment Advisors, Inc. | 134 | $42.7K | 0.04% | +134 | New |
| Sierra Ocean, LLC | 136 | $43.5K | 0.03% | −9−6.2% | Reduced |
| 1 North Wealth Services LLC | 138 | $44.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $44.7K | 0.01% | −37−20.9% | Reduced |
| Loomis Sayles & Co L P | 140 | $44.7K | 0.00% | −32−18.6% | Reduced |
| Roxbury Financial LLC | 143 | $45.6K | 0.04% | −16−10.1% | Reduced |
| Union Bancaire Privee, UBP SA | 150 | $47.6K | 0.00% | −1,453−90.6% | Reduced |
| Main Street Group, LTD | 150 | $48.0K | 0.02% | −1−0.7% | Reduced |
| Boit C F David | 1,525 | $48.6K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 153 | $48.8K | 0.01% | −7−4.4% | Reduced |
| Scarborough Advisors, LLC | 156 | $49.9K | 0.01% | +156 | New |
| Tradewinds Capital Management, LLC | 158 | $50.4K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 165 | $52.0K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 165 | $52.6K | 0.01% | +165 | New |
| Investment Research & Advisory Group, Inc. | 166 | $53.0K | 0.02% | +17+11.4% | Added |
| Abound Wealth Management | 167 | $53.2K | 0.02% | −2−1.2% | Reduced |
| Concord Wealth Partners | 167 | $53.3K | 0.01% | −5−2.9% | Reduced |
| Rialto Wealth Management, LLC | 168 | $53.6K | 0.01% | +8+5.0% | Added |
| Kilter Group LLC | 168 | $53.6K | 0.02% | +168 | New |
| Riverview Trust Co | 169 | $53.9K | 0.07% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 173 | $55.1K | 0.07% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 178 | $56.9K | 0.02% | +25+16.3% | Added |
| Financial Management Professionals, Inc. | 180 | $57.4K | 0.01% | −448−71.3% | Reduced |
| Rational Advisors LLC | 180 | $57.4K | 0.01% | +180 | New |
| Atlas Capital Advisors LLC | 181 | $57.7K | 0.01% | −22−10.8% | Reduced |
| Robinswood Financial LLC | 182 | $58.1K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 194 | $61.9K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $63.8K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $63.8K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $63.8K | 0.04% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 200 | $63.8K | 0.00% | +200 | New |
| Jackson, Grant Investment Advisers, Inc. | 203 | $64.8K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 205 | $65.5K | 0.03% | +52+34.0% | Added |
| First Pacific Financial | 208 | $66.3K | 0.01% | +200+2,500.0% | Added |
| JNBA Financial Advisors | 214 | $68.3K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 220 | $70.2K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 224 | $71.5K | 0.04% | 00.0% | Unchanged |
| Total Investment Management Inc | 224 | $71.5K | 0.01% | +224 | New |
| Richardson Financial Services Inc. | 222 | $71.6K | 0.05% | +3+1.4% | Added |
| Sarver Vrooman Wealth Advisors | 226 | $72.1K | 0.05% | −77−25.4% | Reduced |
| Sachetta, LLC | 227 | $72.5K | 0.03% | +8+3.7% | Added |
| Wealth Preservation Advisors, LLC | 228 | $72.6K | 0.04% | +2+0.9% | Added |
| Ogorek Anthony Joseph | 231 | $73.0K | 0.02% | +40+20.9% | Added |
| Winthrop Capital Management, LLC | 230 | $73.0K | 0.02% | +230 | New |
| Pension & Wealth Management Advisors, Inc. | 230 | $73.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 231 | $73.7K | 0.02% | 00.0% | Unchanged |
| Putney Financial Group LLC | 232 | $74.0K | 0.07% | −30−11.5% | Reduced |
| Avalon Trust Co | 239 | $76.2K | 0.01% | −130−35.2% | Reduced |
| FSA Wealth Management LLC | 243 | $77.5K | 0.03% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 244 | $77.8K | 0.04% | −39−13.8% | Reduced |
| Boreal Capital Management LLC | 249 | $79.4K | 0.07% | +249 | New |
| Glen Eagle Advisors, LLC | 249 | $79.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $79.7K | 0.05% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 258 | $80.4K | 0.04% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 255 | $81.0K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 254 | $81.0K | 0.07% | −24−8.6% | Reduced |
| Raffa Wealth Management, LLC | 255 | $81.5K | 0.02% | +59+30.1% | Added |
| Accredited Wealth Management, LLC | 258 | $82.4K | 0.07% | +258 | New |
| Murphy & Mullick Capital Management Corp | 280 | $85.5K | 0.07% | +170+154.5% | Added |
| Vermillion Wealth Management, Inc. | 268 | $85.6K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 274 | $87.4K | 0.03% | +100+57.5% | Added |
| Hoese & Co LLP | 280 | $89.3K | 0.07% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 284 | $90.6K | 0.03% | −22−7.2% | Reduced |
| WFA of San Diego, LLC | 288 | $91.9K | 0.07% | +288 | New |
| Ritter Daniher Financial Advisory LLC | 288 | $91.9K | 0.02% | +50+21.0% | Added |
| Tacita Capital Inc | 290 | $92.5K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 290 | $93.0K | 0.05% | −28−8.8% | Reduced |
| Graney & King, LLC | 292 | $93.1K | 0.06% | +33+12.7% | Added |
| Pinnacle Bancorp, Inc. | 294 | $93.8K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $96.3K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 302 | $96.3K | 0.03% | +8+2.7% | Added |
| Crews Bank & Trust | 312 | $99.5K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 313 | $99.8K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 320 | $102.1K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 331 | $105.6K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 334 | $106.5K | 0.03% | +34+11.3% | Added |
| Gables Capital Management Inc. | 340 | $108.5K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 342 | $109.0K | 0.01% | +1+0.3% | Added |
| High Note Wealth, LLC | 342 | $109.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 346 | $110.3K | 0.01% | −49−12.4% | Reduced |
| Rise Advisors, LLC | 348 | $111.1K | 0.04% | +21+6.4% | Added |
| Creative Financial Designs Inc | 349 | $111.4K | 0.01% | +4+1.2% | Added |
| ORG Partners LLC | 346 | $111.6K | 0.02% | +313+948.5% | Added |
| Quest 10 Wealth Builders, Inc. | 353 | $112.5K | 0.11% | +84+31.2% | Added |
| Coston, McIsaac & Partners | 359 | $114.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 365 | $116.4K | 0.01% | −19,374−98.2% | Reduced |
| Johnson Financial Group, Inc. | 366 | $116.7K | 0.01% | +85+30.2% | Added |
| Bernard Wealth Management Corp. | 367 | $117.1K | 0.05% | −3−0.8% | Reduced |
| Hollencrest Capital Management | 367 | $117.2K | 0.01% | +40+12.2% | Added |
| GW&K Investment Management, LLC | 369 | $118.0K | 0.00% | +75+25.5% | Added |
| Ironwood Wealth Management, Inc. | 377 | $119.5K | 0.06% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 379 | $120.8K | 0.03% | +4+1.1% | Added |
| Fairscale Capital, LLC | 419 | $125.8K | 0.09% | 00.0% | Unchanged |