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
- −797.4K (−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
- 961 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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 16,954 | $5.41M | 0.03% | +1,342+8.6% | Added |
| Jag Capital Management, LLC | 16,986 | $5.42M | 0.61% | −312−1.8% | Reduced |
| Cullen Capital Management LLC | 17,007 | $5.42M | 0.06% | +343+2.1% | Added |
| NBT Bank N A | 17,059 | $5.44M | 0.37% | −310−1.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,063 | $5.44M | 0.04% | −92,176−84.4% | Reduced |
| Elgethun Capital Management | 17,113 | $5.46M | 1.10% | −171−1.0% | Reduced |
| Glenview Trust Co | 17,129 | $5.46M | 0.09% | +307+1.8% | Added |
| Ghe, LLC | 17,287 | $5.51M | 2.47% | +127+0.7% | Added |
| CFC Planning Co LLC | 17,319 | $5.52M | 5.34% | +2,099+13.8% | Added |
| Resonant Capital Advisors, LLC | 17,424 | $5.56M | 0.35% | +619+3.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,444 | $5.56M | 0.13% | +2,037+13.2% | Added |
| Caldwell Trust Co | 17,531 | $5.59M | 0.56% | −1,270−6.8% | Reduced |
| Morton Community Bank | 17,600 | $5.61M | 1.40% | +23+0.1% | Added |
| Hamilton Capital Partners Inc. | 17,642 | $5.63M | 0.29% | +1,786+11.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,656 | $5.63M | 0.09% | +40.0% | Added |
| Resources Investment Advisors, LLC. | 17,782 | $5.67M | 0.06% | +124+0.7% | Added |
| Coldstream Capital Management Inc | 17,785 | $5.67M | 0.09% | +4,002+29.0% | Added |
| Callahan Advisors, LLC | 17,827 | $5.69M | 0.51% | +10.0% | Added |
| Valeo Financial Advisors, LLC | 17,886 | $5.71M | 0.14% | +2,054+13.0% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $5.75M | 1.69% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 18,056 | $5.76M | 0.61% | +1,219+7.2% | Added |
| Sagespring Wealth Partners, LLC | 18,171 | $5.80M | 0.12% | +1,906+11.7% | Added |
| NorthRock Partners, LLC | 18,206 | $5.81M | 0.15% | +801+4.6% | Added |
| Chase Investment Counsel Corp | 18,224 | $5.81M | 1.86% | +18,224 | New |
| 2Xideas AG | 18,325 | $5.85M | 1.01% | −332−1.8% | Reduced |
| Karani Asset Management LLC | 18,327 | $5.85M | 5.66% | +2,563+16.3% | Added |
| Tokio Marine Asset Management Co Ltd | 18,384 | $5.86M | 0.22% | +1,289+7.5% | Added |
| Horizon Investments, LLC | 18,490 | $5.88M | 0.09% | +8,523+85.5% | Added |
| Mount Vernon Associates Inc | 18,567 | $5.92M | 4.28% | −20−0.1% | Reduced |
| Journey Strategic Wealth LLC | 18,580 | $5.93M | 0.19% | +1,179+6.8% | Added |
| Foundations Investment Advisors, LLC | 18,619 | $5.94M | 0.09% | +2,849+18.1% | Added |
| Welch Group, LLC | 18,833 | $6.01M | 0.25% | +24+0.1% | Added |
| BFSG, LLC | 18,949 | $6.04M | 0.68% | −16−0.1% | Reduced |
| Trajan Wealth LLC | 19,020 | $6.07M | 0.30% | +3,033+19.0% | Added |
| JLB & Associates Inc | 19,083 | $6.09M | 0.85% | +465+2.5% | Added |
| Principal Securities, Inc. | 19,114 | $6.10M | 0.11% | +3,590+23.1% | Added |
| Beck Bode, LLC | 19,158 | $6.11M | 1.03% | +19,158 | New |
| Lincoln Capital LLC | 19,174 | $6.12M | 1.18% | −344−1.8% | Reduced |
| TKG Advisors, LLC | 19,195 | $6.12M | 2.74% | −488−2.5% | Reduced |
| Impax Asset Management Group plc | 19,218 | $6.13M | 0.04% | +8,421+78.0% | Added |
| Hi-Line Capital Management, LLC | 19,235 | $6.14M | 2.17% | −66−0.3% | Reduced |
| Chemung Canal Trust Co | 19,500 | $6.22M | 1.31% | +25+0.1% | Added |
| Stephens Inc | 19,547 | $6.24M | 0.09% | −630−3.1% | Reduced |
| CSM Advisors, LLC | 19,640 | $6.26M | 0.18% | +790+4.2% | Added |
| Modera Wealth Management, LLC | 19,691 | $6.28M | 0.08% | +247+1.3% | Added |
| Courier Capital LLC | 19,770 | $6.31M | 0.38% | −215−1.1% | Reduced |
| Banco Santander, S.A. | 19,895 | $6.35M | 0.06% | +480+2.5% | Added |
| NewSquare Capital LLC | 19,921 | $6.35M | 0.47% | +957+5.0% | Added |
| Montag A & Associates Inc | 19,950 | $6.36M | 0.31% | −2,752−12.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 20,427 | $6.39M | 2.49% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 20,082 | $6.41M | 0.06% | +657+3.4% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.42M | 1.33% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 20,446 | $6.52M | 0.93% | 00.0% | Unchanged |
| Empirical Finance, LLC | 20,522 | $6.55M | 0.34% | +124+0.6% | Added |
| Hemenway Trust Co LLC | 20,590 | $6.57M | 0.51% | +19,190+1,370.7% | Added |
| Hutner Capital Management Inc | 20,659 | $6.59M | 3.00% | −1,650−7.4% | Reduced |
| Verdence Capital Advisors LLC | 20,855 | $6.65M | 0.45% | +2,493+13.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 20,898 | $6.67M | 0.34% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 20,981 | $6.69M | 0.10% | −22,175−51.4% | Reduced |
| Northstar Group, Inc. | 21,087 | $6.73M | 1.04% | +532+2.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,287 | $6.79M | 0.75% | −922−4.2% | Reduced |
| Capstone Investment Advisors, LLC | 21,323 | $6.80M | 0.06% | +10,141+90.7% | Added |
| Fiduciary Group LLC | 21,344 | $6.81M | 0.64% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 21,438 | $6.84M | 4.77% | −24−0.1% | Reduced |
| Condor Capital Management | 21,542 | $6.87M | 0.60% | −248−1.1% | Reduced |
| Pittenger & Anderson Inc | 21,658 | $6.91M | 0.25% | +19,500+903.6% | Added |
| Plato Investment Management Ltd | 21,816 | $6.93M | 0.52% | +1,475+7.3% | Added |
| Brevan Howard Capital Management LP | 21,793 | $6.95M | 0.08% | +21,793 | New |
| Umb Bank N A | 21,841 | $6.97M | 0.11% | −741−3.3% | Reduced |
| Chicago Trust Co NA | 22,030 | $7.03M | 0.99% | +435+2.0% | Added |
| Concurrent Investment Advisors, LLC | 22,039 | $7.03M | 0.14% | +439+2.0% | Added |
| LGT Group Foundation | 22,047 | $7.03M | 0.09% | +4,451+25.3% | Added |
| Ballentine Partners, LLC | 22,051 | $7.03M | 0.11% | +3,031+15.9% | Added |
| Grassi Investment Management | 22,060 | $7.04M | 0.56% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,068 | $7.04M | 0.25% | −686−3.0% | Reduced |
| F/M Investments LLC | 22,105 | $7.05M | 0.26% | +328+1.5% | Added |
| L & S Advisors Inc | 22,112 | $7.05M | 0.70% | +11,424+106.9% | Added |
| Voleon Capital Management LP | 22,116 | $7.05M | 0.39% | −13,471−37.9% | Reduced |
| Family Management Corp | 22,190 | $7.08M | 1.08% | +110.0% | Added |
| AlpenGlobal Capital LLC | 22,295 | $7.11M | 4.26% | +225+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $7.17M | 0.68% | −5,000−18.2% | Reduced |
| Siemens Fonds Invest GmbH | 22,576 | $7.20M | 0.42% | +442+2.0% | Added |
| Wright Investors Service Inc | 22,617 | $7.21M | 2.18% | −196−0.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 22,641 | $7.22M | 1.80% | +16,354+260.1% | Added |
| Sandhill Capital Partners LLC | 22,713 | $7.25M | 0.52% | −116−0.5% | Reduced |
| Omers Administration Corp | 22,800 | $7.27M | 0.06% | +400+1.8% | Added |
| Community Financial Services Group, LLC | 22,843 | $7.29M | 1.45% | −339−1.5% | Reduced |
| NewEdge Wealth, LLC | 24,751 | $7.29M | 0.11% | −671−2.6% | Reduced |
| RSM US Wealth Management LLC | 22,963 | $7.32M | 0.10% | +434+1.9% | Added |
| Park Avenue Securities LLC | 22,972 | $7.33M | 0.07% | −5,023−17.9% | Reduced |
| RBF Capital, LLC | 23,000 | $7.34M | 0.36% | 00.0% | Unchanged |
| Bretton Capital Management, LLC | 23,100 | $7.37M | 6.65% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 23,118 | $7.37M | 0.18% | +2,784+13.7% | Added |
| Freestone Capital Holdings, LLC | 23,125 | $7.38M | 0.25% | −156−0.7% | Reduced |
| First Interstate Bank | 23,179 | $7.39M | 0.43% | −363−1.5% | Reduced |
| Seizert Capital Partners, LLC | 23,248 | $7.42M | 0.33% | −932−3.9% | Reduced |
| Naples Global Advisors, LLC | 23,255 | $7.42M | 0.64% | +1,792+8.3% | Added |
| Guggenheim Capital LLC | 23,300 | $7.43M | 0.06% | −2,327−9.1% | Reduced |
| Silvant Capital Management LLC | 23,303 | $7.43M | 0.28% | −260−1.1% | Reduced |
| Insight Wealth Strategies, LLC | 23,085 | $7.45M | 0.94% | −38−0.2% | Reduced |