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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 34,177 | $10.9M | 1.38% | 00.0% | Unchanged |
| Gillson Capital LP | 34,320 | $10.9M | 0.84% | +34,320 | New |
| Meyer Handelman Co | 34,460 | $11.0M | 0.36% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 34,523 | $11.0M | 2.82% | −63−0.2% | Reduced |
| Advisory Services Network, LLC | 37,069 | $11.1M | 0.18% | +10,787+41.0% | Added |
| Independent Advisor Alliance | 35,003 | $11.2M | 0.32% | −5,169−12.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 35,210 | $11.2M | 3.72% | −52−0.1% | Reduced |
| Stokes Capital Advisors, LLC | 35,303 | $11.3M | 2.76% | +2,539+7.7% | Added |
| Kentucky Retirement Systems | 35,516 | $11.3M | 0.33% | −2,328−6.2% | Reduced |
| D.A. Davidson & Co. | 35,535 | $11.3M | 0.08% | −85−0.2% | Reduced |
| Jacobs & Co | 35,614 | $11.4M | 1.13% | +100+0.3% | Added |
| Wellington Shields Capital Management, LLC | 36,063 | $11.5M | 1.95% | +534+1.5% | Added |
| LaFleur & Godfrey LLC | 36,121 | $11.5M | 1.44% | +16,472+83.8% | Added |
| Cornerstone Advisors, LLC | 36,200 | $11.5M | 0.40% | +4,400+13.8% | Added |
| Family Capital Trust Co | 36,680 | $11.7M | 4.05% | −341−0.9% | Reduced |
| Rheos Capital Works Inc. | 36,700 | $11.7M | 0.67% | 00.0% | Unchanged |
| Avanza Fonder AB | 36,702 | $11.7M | 0.35% | −5,353−12.7% | Reduced |
| Highland Capital Management, LLC | 36,823 | $11.7M | 0.64% | −32−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 36,896 | $11.8M | 0.27% | −433−1.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 37,044 | $11.8M | 7.23% | −264−0.7% | Reduced |
| Unison Asset Management LLC | 37,167 | $11.9M | 5.98% | +1,686+4.8% | Added |
| Merit Financial Group, LLC | 37,397 | $11.9M | 0.13% | +16,581+79.7% | Added |
| Comgest Global Investors S.A.S. | 37,607 | $12.0M | 0.20% | +15,505+70.2% | Added |
| L1 Capital International Pty Ltd | 40,593 | $12.1M | 2.96% | +7,643+23.2% | Added |
| Mizuho Securities USA LLC | 38,248 | $12.2M | 0.26% | +38,248 | New |
| Meiji Yasuda Asset Management Co Ltd. | 38,262 | $12.2M | 0.61% | −8,192−17.6% | Reduced |
| Radnor Capital Management, LLC | 38,558 | $12.3M | 1.96% | −390−1.0% | Reduced |
| Klingenstein Fields & Co LP | 38,668 | $12.3M | 0.49% | −6,722−14.8% | Reduced |
| Stansberry Asset Management, LLC | 38,858 | $12.4M | 1.35% | +428+1.1% | Added |
| Ironwood Investment Counsel, LLC | 38,947 | $12.4M | 1.92% | +358+0.9% | Added |
| M. Kulyk & Associates, LLC | 39,034 | $12.5M | 2.70% | −235−0.6% | Reduced |
| Fundamentun, LLC | 39,475 | $12.6M | 0.58% | +678+1.7% | Added |
| Capital International Inc | 39,568 | $12.6M | 0.12% | +20,065+102.9% | Added |
| Shelter Mutual Insurance Co | 39,885 | $12.7M | 2.95% | 00.0% | Unchanged |
| Shelton Capital Management | 40,204 | $12.8M | 0.30% | +3,436+9.3% | Added |
| Grimes & Company, Inc. | 40,391 | $12.9M | 0.35% | +261+0.7% | Added |
| Financial Avengers, Inc. | 40,394 | $12.9M | 5.98% | −55−0.1% | Reduced |
| Davy Global Fund Management Ltd | 40,628 | $13.0M | 1.15% | +1,997+5.2% | Added |
| Stockman Wealth Management, Inc. | 41,259 | $13.2M | 1.79% | +39,989+3,148.7% | Added |
| Shayne & Co., LLC | 41,390 | $13.2M | 4.36% | −21,792−34.5% | Reduced |
| Brown Brothers Harriman & Co | 41,401 | $13.2M | 0.08% | +1,090+2.7% | Added |
| Kestra Private Wealth Services, LLC | 41,533 | $13.2M | 0.19% | −1,751−4.0% | Reduced |
| Thames Capital Management LLC | 41,576 | $13.3M | 3.00% | +41,576 | New |
| Kinneret Advisory, LLC | 41,596 | $13.3M | 1.21% | −62−0.1% | Reduced |
| Eventide Asset Management, LLC | 40,710 | $13.3M | 0.23% | +15,448+61.2% | Added |
| Great West Life Assurance Co | 41,653 | $13.3M | 0.02% | −867−2.0% | Reduced |
| Van Cleef Asset Management,Inc | 41,774 | $13.3M | 1.44% | −408−1.0% | Reduced |
| NWF Advisory Services Inc. | 41,801 | $13.3M | 1.59% | +4,998+13.6% | Added |
| Neville Rodie & Shaw Inc | 42,045 | $13.4M | 1.00% | −16,964−28.7% | Reduced |
| Searle & Co. | 42,169 | $13.5M | 3.80% | −30−0.1% | Reduced |
| Norinchukin Bank, The | 42,204 | $13.5M | 0.20% | +2,634+6.7% | Added |
| Griffin Asset Management, Inc. | 42,365 | $13.5M | 1.60% | −745−1.7% | Reduced |
| Panagora Asset Management Inc | 42,411 | $13.5M | 0.06% | −7,901−15.7% | Reduced |
| Univest Financial Corp | 42,443 | $13.5M | 0.81% | +34+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 42,643 | $13.6M | 0.69% | +7,345+20.8% | Added |
| NFC Investments, LLC | 42,685 | $13.6M | 3.89% | +1,495+3.6% | Added |
| Diversified Trust Co | 42,914 | $13.7M | 0.30% | −2,013−4.5% | Reduced |
| Edgar Lomax Co | 43,045 | $13.7M | 0.87% | −700−1.6% | Reduced |
| Silicon Valley Capital Partners | 43,217 | $13.8M | 1.44% | −1,398−3.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 44,068 | $14.1M | 0.74% | −1,578−3.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 42,330 | $14.3M | 0.11% | +3,662+9.5% | Added |
| Sprucegrove Investment Management Ltd | 44,990 | $14.4M | 1.16% | −400−0.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 45,649 | $14.6M | 1.59% | −106−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 45,672 | $14.6M | 2.31% | +258+0.6% | Added |
| WoodTrust Financial Corp | 59,117 | $14.6M | 2.03% | +18,132+44.2% | Added |
| Fulton Breakefield Broenniman LLC | 46,840 | $14.9M | 1.01% | +220+0.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $15.0M | 0.12% | 00.0% | Unchanged |
| Thomasville National Bank | 47,006 | $15.0M | 1.02% | −108−0.2% | Reduced |
| Clearstead Advisors, LLC | 47,066 | $15.0M | 0.21% | +299+0.6% | Added |
| Greystone Financial Group, LLC | 47,164 | $15.0M | 2.48% | −444−0.9% | Reduced |
| Choate Investment Advisors | 47,298 | $15.1M | 0.33% | −487−1.0% | Reduced |
| Fishman Jay A Ltd | 47,577 | $15.2M | 1.45% | +1,895+4.1% | Added |
| Oregon Public Employees Retirement Fund | 47,745 | $15.2M | 0.27% | +100+0.2% | Added |
| Illinois Municipal Retirement Fund | 47,983 | $15.3M | 0.21% | +8,249+20.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 48,024 | $15.3M | 0.43% | +44,306+1,191.7% | Added |
| Sky Investment Group LLC | 48,105 | $15.3M | 2.69% | −597−1.2% | Reduced |
| Perennial Advisors, LLC | 48,494 | $15.5M | 2.87% | −140.0% | Reduced |
| Cresset Asset Management, LLC | 48,584 | $15.5M | 0.08% | −4,910−9.2% | Reduced |
| Rice Partnership, LLC | 48,673 | $15.5M | 2.70% | −9,995−17.0% | Reduced |
| Virginia Retirement Systems Et Al | 48,700 | $15.5M | 0.11% | 00.0% | Unchanged |
| Stanley Capital Management, LLC | 48,830 | $15.6M | 2.62% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 48,870 | $15.6M | 0.69% | −640−1.3% | Reduced |
| Atria Investments LLC | 48,933 | $15.6M | 0.18% | −4,400−8.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 49,017 | $15.6M | 0.95% | +876+1.8% | Added |
| Argent Trust Co | 49,117 | $15.7M | 0.59% | −597−1.2% | Reduced |
| Mirova | 49,506 | $15.8M | 2.23% | +3,721+8.1% | Added |
| NEOS Investment Management LLC | 50,163 | $16.0M | 0.20% | +10,696+27.1% | Added |
| Laffer Tengler Investments | 50,273 | $16.0M | 2.86% | −3,224−6.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 50,421 | $16.1M | 0.49% | +939+1.9% | Added |
| Sienna Gestion | 55,265 | $16.1M | 1.11% | +5,350+10.7% | Added |
| Scotia Capital Inc. | 50,826 | $16.2M | 0.08% | −2,971−5.5% | Reduced |
| Private Advisor Group, LLC | 51,385 | $16.4M | 0.09% | −5,266−9.3% | Reduced |
| Chemistry Wealth Management LLC | 51,920 | $16.6M | 3.55% | −100.0% | Reduced |
| Carret Asset Management, LLC | 52,923 | $16.9M | 1.80% | −698−1.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 53,908 | $17.2M | 3.18% | −1,035−1.9% | Reduced |
| Pacer Advisors, Inc. | 54,057 | $17.2M | 0.04% | +19,047+54.4% | Added |
| Tocqueville Asset Management L.P. | 54,144 | $17.3M | 0.26% | −285−0.5% | Reduced |
| Willis Investment Counsel | 54,288 | $17.3M | 1.01% | +594+1.1% | Added |
| Brookstone Capital Management | 54,358 | $17.3M | 0.23% | −30,558−36.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 54,668 | $17.4M | 3.97% | +8,513+18.4% | Added |