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 |
|---|---|---|---|---|---|
| Wisconsin Capital Management LLC | 23,348 | $7.45M | 4.11% | +636+2.8% | Added |
| Callan Family Office, LLC | 23,434 | $7.47M | 0.24% | +10,842+86.1% | Added |
| Adalta Capital Management LLC | 23,445 | $7.48M | 3.75% | −940−3.9% | Reduced |
| Trust Co of Vermont | 23,504 | $7.50M | 0.35% | −114−0.5% | Reduced |
| Wetherby Asset Management Inc | 23,533 | $7.51M | 0.33% | +23,533 | New |
| Cary Street Partners Financial LLC | 23,558 | $7.51M | 0.21% | −760−3.1% | Reduced |
| Arcadia Investment Management Corp | 23,694 | $7.56M | 1.21% | −405−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 23,796 | $7.59M | 0.19% | −524−2.2% | Reduced |
| Bailard, Inc. | 23,933 | $7.63M | 0.18% | +13,525+129.9% | Added |
| Hendershot Investments Inc. | 24,029 | $7.66M | 1.02% | −332−1.4% | Reduced |
| Banque Cantonale Vaudoise | 24,055 | $7.67M | 0.31% | +2,701+12.6% | Added |
| Heritage Trust Co | 24,064 | $7.68M | 0.89% | −993−4.0% | Reduced |
| Arvest Bank Trust Division | 24,310 | $7.75M | 0.45% | +189+0.8% | Added |
| Kingsview Wealth Management, LLC | 24,417 | $7.79M | 0.13% | +226+0.9% | Added |
| Venture Visionary Partners LLC | 24,426 | $7.79M | 0.29% | +195+0.8% | Added |
| Summit Trail Advisors, LLC | 24,672 | $7.87M | 0.14% | +24,672 | New |
| Roundview Capital LLC | 24,672 | $7.87M | 0.53% | +106+0.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 24,725 | $7.89M | 0.65% | +334+1.4% | Added |
| Asset Dedication, LLC | 24,881 | $7.94M | 0.58% | −454−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 24,890 | $7.98M | 0.18% | −14,410−36.7% | Reduced |
| Commerzbank Aktiengesellschaft | 25,042 | $7.99M | 0.18% | −4,845−16.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 25,166 | $8.03M | 0.48% | −1,453−5.5% | Reduced |
| AMG National Trust Bank | 25,202 | $8.04M | 0.21% | −371−1.5% | Reduced |
| Savant Capital, LLC | 25,233 | $8.05M | 0.06% | +1,063+4.4% | Added |
| Vise Technologies, Inc. | 25,333 | $8.08M | 0.33% | +25,333 | New |
| Riggs Asset Managment Co. Inc. | 25,429 | $8.11M | 1.99% | −445−1.7% | Reduced |
| New Mexico Educational Retirement Board | 25,963 | $8.28M | 0.27% | 00.0% | Unchanged |
| Central Trust Co | 26,000 | $8.29M | 0.19% | −908−3.4% | Reduced |
| Chatham Capital Group, Inc. | 26,164 | $8.35M | 1.27% | −533−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 26,170 | $8.35M | 0.05% | +469+1.8% | Added |
| Reliant Investment Management, LLC | 26,189 | $8.35M | 3.62% | +480+1.9% | Added |
| Foster Group, Inc. | 26,210 | $8.36M | 0.29% | +76+0.3% | Added |
| Bokf, NA | 26,219 | $8.36M | 0.14% | +775+3.0% | Added |
| Winton Group Ltd | 26,276 | $8.38M | 0.43% | +26,276 | New |
| McMahon Financial Advisors, LLC | 26,407 | $8.42M | 1.98% | −1,425−5.1% | Reduced |
| Adviser Investments LLC | 26,498 | $8.45M | 0.11% | +21+0.1% | Added |
| Coastline Trust Co | 26,654 | $8.50M | 0.97% | −110.0% | Reduced |
| Maryland State Retirement & Pension System | 26,696 | $8.52M | 0.19% | +745+2.9% | Added |
| J.W. Cole Advisors, Inc. | 26,708 | $8.52M | 0.18% | +2,626+10.9% | Added |
| New Age Alpha Advisors, LLC | 27,076 | $8.64M | 0.38% | +938+3.6% | Added |
| Mirabaud Asset Management Ltd | 27,364 | $8.68M | 4.04% | +5,506+25.2% | Added |
| Hudson Bay Capital Management LP | 27,382 | $8.73M | 0.06% | −560−2.0% | Reduced |
| Bryn Mawr Trust Co | 27,410 | $8.74M | 0.16% | −3,150−10.3% | Reduced |
| AlTi Global, Inc. | 27,425 | $8.78M | 0.22% | +19,538+247.7% | Added |
| Assenagon Asset Management S.A. | 27,593 | $8.80M | 0.01% | +174+0.6% | Added |
| Guardian Partners Inc. | 27,798 | $8.82M | 0.79% | −39−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 27,877 | $8.89M | 2.80% | +935+3.5% | Added |
| Bearing Point Capital, LLC | 27,946 | $8.91M | 1.64% | +233+0.8% | Added |
| Synovus Financial Corp | 28,019 | $8.94M | 0.11% | +3,841+15.9% | Added |
| Worldquant Millennium Advisors LLC | 28,042 | $8.94M | 0.04% | −72,121−72.0% | Reduced |
| Longbow Finance SA | 28,273 | $9.02M | 0.96% | +28,273 | New |
| Dai-Ichi Life Insurance Company, Ltd | 28,446 | $9.07M | 0.25% | −9,500−25.0% | Reduced |
| Legacy Trust | 28,814 | $9.19M | 2.25% | −2,372−7.6% | Reduced |
| Gulf International Bank (UK) Ltd | 28,907 | $9.22M | 0.33% | −3,371−10.4% | Reduced |
| Securian Asset Management, Inc | 28,938 | $9.23M | 0.26% | −518−1.8% | Reduced |
| Headinvest, LLC | 29,079 | $9.28M | 1.98% | −3,455−10.6% | Reduced |
| Stratos Wealth Partners, LTD. | 29,148 | $9.30M | 0.13% | −1,259−4.1% | Reduced |
| Benjamin Edwards Inc | 29,166 | $9.30M | 0.12% | +325+1.1% | Added |
| 1st Source Bank | 29,173 | $9.31M | 0.51% | −2,029−6.5% | Reduced |
| Louisiana State Employees Retirement System | 29,200 | $9.31M | 0.17% | −600−2.0% | Reduced |
| Boston Common Asset Management, LLC | 29,264 | $9.33M | 0.26% | −2,262−7.2% | Reduced |
| Birch Financial Group, LLC | 29,380 | $9.37M | 7.49% | +148+0.5% | Added |
| Old National Bancorp | 29,390 | $9.37M | 0.17% | +23,478+397.1% | Added |
| Equitable Holdings, Inc. | 29,411 | $9.38M | 0.08% | +8,061+37.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 29,491 | $9.41M | 2.00% | +3,019+11.4% | Added |
| Pavion Blue Capital, LLC | 29,551 | $9.43M | 4.19% | −178−0.6% | Reduced |
| EP Wealth Advisors, LLC | 29,732 | $9.48M | 0.06% | +1,337+4.7% | Added |
| Ceera Investments, LLC | 29,766 | $9.49M | 2.91% | −235−0.8% | Reduced |
| Meitav Dash Investments Ltd | 30,175 | $9.62M | 0.15% | +7,054+30.5% | Added |
| Miracle Mile Advisors, LLC | 30,215 | $9.64M | 0.16% | −92−0.3% | Reduced |
| St Germain D J Co Inc | 30,476 | $9.72M | 0.42% | −44−0.1% | Reduced |
| HighPoint Advisor Group LLC | 30,772 | $9.82M | 0.52% | −604−1.9% | Reduced |
| CWM, LLC | 30,814 | $9.83M | 0.03% | +462+1.5% | Added |
| Thompson Siegel & Walmsley LLC | 31,338 | $10.0M | 0.17% | −812−2.5% | Reduced |
| KMG Fiduciary Partners, LLC | 31,353 | $10.0M | 0.74% | +186+0.6% | Added |
| ING Groep NV | 31,406 | $10.0M | 0.06% | +1,874+6.3% | Added |
| Metis Global Partners, LLC | 31,520 | $10.1M | 0.26% | −2,287−6.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 31,600 | $10.1M | 1.19% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 31,693 | $10.1M | 1.99% | +143+0.5% | Added |
| Private Advisory Group LLC | 31,710 | $10.1M | 0.95% | +31,710 | New |
| Stonegate Investment Group, LLC | 31,739 | $10.1M | 0.25% | +29,969+1,693.2% | Added |
| Letson Investment Management, Inc. | 31,835 | $10.2M | 4.01% | −120.0% | Reduced |
| We Are One Seven, LLC | 31,986 | $10.2M | 0.33% | +4,709+17.3% | Added |
| LB Partners LLC | 32,000 | $10.2M | 6.52% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 32,066 | $10.2M | 0.84% | +1,141+3.7% | Added |
| Bessemer Group Inc | 32,160 | $10.3M | 0.02% | +5,158+19.1% | Added |
| Artemis Investment Management LLP | 32,374 | $10.3M | 0.13% | −2,576−7.4% | Reduced |
| DCM Advisors, LLC | 32,599 | $10.3M | 4.43% | +2,202+7.2% | Added |
| Shell Asset Management Co | 32,476 | $10.4M | 0.36% | +9,596+41.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 32,839 | $10.5M | 2.74% | −300−0.9% | Reduced |
| Bensler, LLC | 33,000 | $10.5M | 1.18% | +1,306+4.1% | Added |
| Winslow Asset Management Inc | 33,045 | $10.5M | 2.13% | +479+1.5% | Added |
| Quadrant Capital Group LLC | 33,053 | $10.5M | 0.38% | +14,748+80.6% | Added |
| Summit Financial, LLC | 33,169 | $10.6M | 0.24% | +3,669+12.4% | Added |
| Susquehanna Fundamental Investments, LLC | 33,317 | $10.6M | 0.29% | 00.0% | Unchanged |
| Hartford Investment Management Co | 33,417 | $10.7M | 0.34% | −450−1.3% | Reduced |
| Genus Capital Management Inc. | 33,546 | $10.7M | 1.36% | +33,546 | New |
| SP Asset Management LLC | 33,642 | $10.7M | 0.89% | +69+0.2% | Added |
| Westend Capital Management, LLC | 33,705 | $10.8M | 3.31% | +982+3.0% | Added |
| Vontobel Holding Ltd. | 33,773 | $10.8M | 0.04% | −9,932−22.7% | Reduced |