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 |
|---|---|---|---|---|---|
| Invesco, LLC | 12,774 | $4.07M | 1.52% | +691+5.7% | Added |
| CoreCap Advisors, LLC | 12,806 | $4.08M | 0.16% | −93−0.7% | Reduced |
| Teachers Insurance & Annuity Association of America | 12,811 | $4.09M | 5.10% | −289−2.2% | Reduced |
| BLB&B Advisors, LLC | 12,828 | $4.09M | 0.19% | −65−0.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,834 | $4.09M | 0.14% | −990−7.2% | Reduced |
| Strata Wealth Advisors, LLC | 12,855 | $4.10M | 1.13% | −12−0.1% | Reduced |
| Investment Advisory Services Inc | 12,898 | $4.11M | 1.37% | +1,308+11.3% | Added |
| Parallel Advisors, LLC | 12,937 | $4.13M | 0.08% | +156+1.2% | Added |
| Horizon Investment Services, LLC | 13,010 | $4.15M | 1.82% | −2,073−13.7% | Reduced |
| West Oak Capital, LLC | 13,062 | $4.17M | 1.65% | +200+1.6% | Added |
| Greenfield Savings Bank | 13,116 | $4.18M | 1.90% | +35+0.3% | Added |
| Boston Family Office LLC | 13,130 | $4.19M | 0.28% | −70−0.5% | Reduced |
| Buckhead Capital Management LLC | 13,157 | $4.20M | 1.62% | +40+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 13,157 | $4.20M | 0.31% | +1,923+17.1% | Added |
| Smith, Salley & Associates | 13,171 | $4.20M | 0.24% | −179−1.3% | Reduced |
| Grandfield & Dodd, LLC | 13,270 | $4.23M | 0.25% | −93−0.7% | Reduced |
| Banyan Capital Management, Inc. | 13,430 | $4.28M | 2.20% | −16,714−55.4% | Reduced |
| Fiduciary Alliance LLC | 13,514 | $4.31M | 0.32% | +138+1.0% | Added |
| Compass Wealth Management LLC | 13,569 | $4.33M | 1.03% | −10.0% | Reduced |
| Evercore Wealth Management, LLC | 13,592 | $4.34M | 0.07% | −235−1.7% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,634 | $4.35M | 0.05% | −24−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 13,700 | $4.37M | 1.93% | −1,665−10.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,710 | $4.37M | 0.18% | +1,170+9.3% | Added |
| Arkadios Wealth Advisors | 13,777 | $4.39M | 0.13% | +2,310+20.1% | Added |
| Gladstone Institutional Advisory LLC | 13,848 | $4.42M | 0.18% | +3,020+27.9% | Added |
| Chicago Capital, LLC | 13,898 | $4.43M | 0.11% | +255+1.9% | Added |
| Brendel Financial Advisors LLC | 13,960 | $4.45M | 2.49% | −61−0.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 13,979 | $4.46M | 0.47% | +13,979 | New |
| Journey Advisory Group, LLC | 13,995 | $4.46M | 0.35% | +384+2.8% | Added |
| Change Path, LLC | 13,996 | $4.46M | 0.12% | +1,061+8.2% | Added |
| Hartline Investment Corp | 14,005 | $4.47M | 0.51% | −1,247−8.2% | Reduced |
| Goelzer Investment Management, Inc. | 14,014 | $4.47M | 0.24% | −142−1.0% | Reduced |
| TD Private Client Wealth LLC | 14,090 | $4.49M | 0.11% | +268+1.9% | Added |
| Jennison Associates LLC | 14,153 | $4.51M | 0.00% | +4,401+45.1% | Added |
| TCTC Holdings, LLC | 14,183 | $4.52M | 0.15% | −55−0.4% | Reduced |
| AE Wealth Management LLC | 14,255 | $4.55M | 0.03% | +1,435+11.2% | Added |
| Vinva Investment Management Ltd | 14,459 | $4.59M | 0.12% | +3,422+31.0% | Added |
| Teamwork Financial Advisors, LLC | 14,417 | $4.60M | 0.56% | +489+3.5% | Added |
| Haverford Trust Co | 14,442 | $4.61M | 0.04% | −2,170−13.1% | Reduced |
| Tower Research Capital LLC (TRC) | 14,457 | $4.61M | 0.12% | −2,848−16.5% | Reduced |
| Triglav Skladi, D.O.O. | 14,500 | $4.63M | 0.33% | −4,500−23.7% | Reduced |
| Mathes Company, Inc. | 14,508 | $4.63M | 1.72% | −530−3.5% | Reduced |
| Aviance Capital Partners, LLC | 14,538 | $4.64M | 0.61% | +8+0.1% | Added |
| Banque Pictet & Cie SA | 14,656 | $4.67M | 0.05% | −1,774−10.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,661 | $4.68M | 1.67% | −20−0.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 14,714 | $4.69M | 1.15% | −143−1.0% | Reduced |
| Frank, Rimerman Advisors LLC | 14,719 | $4.70M | 0.32% | +2,373+19.2% | Added |
| Benedict Financial Advisors Inc | 14,764 | $4.71M | 1.07% | +126+0.9% | Added |
| Wynn Capital, LLC | 14,775 | $4.71M | 2.51% | −55−0.4% | Reduced |
| Covenant Asset Management, LLC | 14,806 | $4.72M | 0.97% | +12,233+475.4% | Added |
| Ossiam | 14,853 | $4.74M | 0.05% | +4,492+43.4% | Added |
| Empowered Funds, LLC | 14,878 | $4.75M | 0.05% | +2,737+22.5% | Added |
| South State Corp. | 14,940 | $4.77M | 0.21% | +550+3.8% | Added |
| Meeder Advisory Services, Inc. | 14,960 | $4.77M | 0.25% | +1,185+8.6% | Added |
| Generate Investment Management Ltd | 15,000 | $4.78M | 0.27% | +15,000 | New |
| Empire Financial Management Company, LLC | 15,025 | $4.79M | 1.38% | −11−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 15,062 | $4.80M | 0.40% | +201+1.4% | Added |
| BKD Wealth Advisors, LLC | 15,067 | $4.81M | 0.10% | −70.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,074 | $4.81M | 0.33% | −1,045−6.5% | Reduced |
| Signaturefd, LLC | 15,194 | $4.85M | 0.08% | +669+4.6% | Added |
| AustralianSuper Pty Ltd | 15,201 | $4.85M | 0.02% | −6,279−29.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 15,202 | $4.85M | 0.36% | +597+4.1% | Added |
| Trexquant Investment LP | 15,389 | $4.91M | 0.06% | −11,396−42.5% | Reduced |
| Nemes Rush Group LLC | 15,500 | $4.94M | 0.54% | −701−4.3% | Reduced |
| Sumitomo Life Insurance Co | 15,539 | $4.96M | 0.34% | −3,171−16.9% | Reduced |
| BDF-Gestion | 15,574 | $4.97M | 0.56% | −1,697−9.8% | Reduced |
| BNC Wealth Management, LLC | 15,655 | $4.99M | 1.48% | +589+3.9% | Added |
| Hodges Capital Management Inc. | 15,664 | $5.00M | 0.48% | −217−1.4% | Reduced |
| CX Institutional | 15,750 | $5.02M | 0.18% | −23,629−60.0% | Reduced |
| Bleakley Financial Group, LLC | 15,791 | $5.04M | 0.13% | +3,321+26.6% | Added |
| Everence Capital Management Inc | 15,794 | $5.04M | 0.32% | −700−4.2% | Reduced |
| Stone Point Wealth LLC | 15,811 | $5.04M | 1.56% | +157+1.0% | Added |
| Fort Point Capital Partners LLC | 15,828 | $5.05M | 0.51% | +9,900+167.0% | Added |
| Trinity Legacy Partners, LLC | 16,195 | $5.05M | 1.23% | −90−0.6% | Reduced |
| Catalyst Capital Advisors LLC | 15,837 | $5.05M | 0.10% | −791−4.8% | Reduced |
| Snowden Capital Advisors LLC | 15,898 | $5.07M | 0.15% | −1,373−7.9% | Reduced |
| Kerusso Capital Management LLC | 15,927 | $5.08M | 3.14% | +8+0.1% | Added |
| Vident Advisory, LLC | 15,963 | $5.09M | 0.06% | +31+0.2% | Added |
| Dakota Wealth Management | 15,979 | $5.10M | 0.11% | +352+2.3% | Added |
| Brave Asset Management Inc | 16,009 | $5.11M | 1.39% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 16,208 | $5.17M | 0.21% | +70+0.4% | Added |
| Delta Global Management LP | 16,246 | $5.18M | 0.35% | −147,213−90.1% | Reduced |
| Apollon Wealth Management, LLC | 16,259 | $5.19M | 0.10% | −422−2.5% | Reduced |
| Van Eck Associates Corp | 16,276 | $5.19M | 0.01% | +545+3.5% | Added |
| Gilman Hill Asset Management, LLC | 16,284 | $5.19M | 0.85% | +62+0.4% | Added |
| Moody Lynn & Lieberson, LLC | 16,331 | $5.21M | 0.30% | +955+6.2% | Added |
| Kanawha Capital Management LLC | 16,331 | $5.21M | 0.39% | +299+1.9% | Added |
| Dynamic Advisor Solutions LLC | 16,332 | $5.21M | 0.16% | +175+1.1% | Added |
| Salvus Wealth Management, LLC | 16,370 | $5.22M | 3.05% | −208−1.3% | Reduced |
| Entropy Technologies, LP | 16,373 | $5.22M | 0.41% | +5,263+47.4% | Added |
| Bill Few Associates, Inc. | 16,374 | $5.22M | 1.48% | −279−1.7% | Reduced |
| Lee Johnson Capital Management, LLC | 16,425 | $5.24M | 1.80% | −40.0% | Reduced |
| Nordwand Advisors, LLC | 16,484 | $5.26M | 0.83% | +16,349+12,110.4% | Added |
| Oddo BHF Asset Management SAS | 16,584 | $5.29M | 0.20% | −7,789−32.0% | Reduced |
| Park National Corp | 16,638 | $5.31M | 0.18% | −95−0.6% | Reduced |
| Greenleaf Trust | 16,705 | $5.33M | 0.05% | −4,711−22.0% | Reduced |
| Tower Bridge Advisors | 16,709 | $5.33M | 0.57% | +3,810+29.5% | Added |
| Dark Forest Capital Management LP | 16,725 | $5.33M | 0.21% | +9,875+144.2% | Added |
| WP Advisors, LLC | 16,868 | $5.38M | 1.48% | +296+1.8% | Added |
| Amica Mutual Insurance Co | 16,896 | $5.39M | 0.52% | −2,085−11.0% | Reduced |