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 |
|---|---|---|---|---|---|
| Centurion Wealth Management LLC | 810 | $258.4K | 0.07% | +20+2.5% | Added |
| Summa Corp. | 810 | $258.4K | 0.13% | +810 | New |
| Mirador Capital Partners LP | 811 | $258.7K | 0.04% | −34−4.0% | Reduced |
| Allen Capital Group, LLC | 811 | $258.7K | 0.03% | +58+7.7% | Added |
| Retirement Planning Co of New England, Inc. | 811 | $258.8K | 0.12% | +2+0.2% | Added |
| King Wealth | 811 | $259.0K | 0.04% | +1+0.1% | Added |
| Core Wealth Advisors, Inc. | 812 | $259.0K | 0.07% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 812 | $259.4K | 0.05% | +100+14.0% | Added |
| Becker Capital Management Inc | 815 | $260.0K | 0.01% | 00.0% | Unchanged |
| BXM Wealth LLC | 816 | $260.3K | 0.31% | +816 | New |
| Baker Tilly Wealth Management, LLC | 817 | $260.6K | 0.09% | +817 | New |
| Wealthstream Advisors, Inc. | 818 | $261.0K | 0.04% | +818 | New |
| New England Capital Financial Advisors LLC | 819 | $261.2K | 0.12% | +2+0.2% | Added |
| Intrua Financial, LLC | 820 | $261.4K | 0.04% | +820 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 820 | $261.4K | 0.09% | −31−3.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 820 | $261.5K | 0.09% | +12+1.5% | Added |
| Connors Investor Services Inc | 820 | $261.6K | 0.02% | −65,354−98.8% | Reduced |
| Tandem Investment Partners LLC | 820 | $261.6K | 0.23% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 822 | $262.2K | 0.04% | +19+2.4% | Added |
| Chris Bulman Inc | 822 | $262.2K | 0.15% | +72+9.6% | Added |
| Hengehold Capital Management LLC | 822 | $262.2K | 0.02% | +50+6.5% | Added |
| Fortress Wealth Group, LLC | 880 | $262.8K | 0.12% | +9+1.0% | Added |
| Rakuten Securities, Inc. | 824 | $262.8K | 0.10% | −176−17.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 825 | $263.2K | 0.09% | +232+39.1% | Added |
| Capstone Financial Advisors, Inc. | 825 | $263.2K | 0.02% | +825 | New |
| Canvas Wealth Advisors, LLC | 849 | $263.8K | 0.05% | +51+6.4% | Added |
| Archetype Wealth Partners | 829 | $264.0K | 0.04% | +53+6.8% | Added |
| Antonelli Financial Advisors, LLC | 835 | $266.3K | 0.19% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 835 | $266.4K | 0.02% | −4,201−83.4% | Reduced |
| DecisionPoint Financial, LLC | 829 | $267.2K | 0.07% | +4+0.5% | Added |
| Financial Council Asset Management Inc | 838 | $267.3K | 0.13% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 840 | $267.9K | 0.02% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 840 | $268.0K | 0.02% | +840 | New |
| M. Kraus & Co | 841 | $268.3K | 0.08% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 846 | $269.9K | 0.07% | +97+13.0% | Added |
| Worth Financial Advisory Group, LLC | 847 | $270.0K | 0.17% | −901−51.5% | Reduced |
| apricus wealth, LLC | 847 | $270.2K | 0.16% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 847 | $270.2K | 0.13% | +71+9.1% | Added |
| TFC Financial Management | 848 | $270.6K | 0.04% | 00.0% | Unchanged |
| Ariston Services Group | 849 | $270.8K | 0.19% | −250−22.7% | Reduced |
| Broadway Wealth Solutions, Inc. | 850 | $271.1K | 0.17% | −79−8.5% | Reduced |
| Goepper Burkhardt LLC | 850 | $271.1K | 0.10% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 850 | $271.1K | 0.27% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 851 | $271.5K | 0.21% | −50−5.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 851 | $271.5K | 0.01% | 00.0% | Unchanged |
| Port Capital LLC | 853 | $272.0K | 0.01% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 856 | $273.0K | 0.01% | −5−0.6% | Reduced |
| First Heartland Consultants, Inc. | 859 | $274.0K | 0.02% | +859 | New |
| Smith & Howard Wealth Management, LLC | 861 | $274.5K | 0.07% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 863 | $275.3K | 0.20% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 868 | $276.9K | 0.07% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 869 | $277.2K | 0.10% | +32+3.8% | Added |
| Planning Alternatives Ltd | 869 | $277.3K | 0.04% | −189−17.9% | Reduced |
| Lumbard & Kellner, LLC | 870 | $277.5K | 0.12% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 870 | $277.5K | 0.23% | +870 | New |
| Sheets Smith Wealth Management | 872 | $278.1K | 0.03% | +24+2.8% | Added |
| Humankind Investments LLC | 873 | $278.5K | 0.07% | −200−18.6% | Reduced |
| Renasant Bank | 876 | $279.4K | 0.19% | +106+13.8% | Added |
| Total Clarity Wealth Management, Inc. | 877 | $279.8K | 0.08% | +877 | New |
| N.E.W. Advisory Services LLC | 878 | $279.9K | 0.03% | −673−43.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 879 | $280.3K | 0.08% | +145+19.8% | Added |
| WealthPLAN Partners, LLC | 880 | $280.7K | 0.05% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 881 | $281.0K | 0.03% | +73+9.0% | Added |
| Ellenbecker Investment Group | 884 | $282.2K | 0.05% | +1+0.1% | Added |
| Oarsman Capital, Inc. | 885 | $282.3K | 0.04% | +96+12.2% | Added |
| PFG Private Wealth Management, LLC | 887 | $282.9K | 0.15% | +45+5.3% | Added |
| Novare Capital Management LLC | 887 | $282.9K | 0.02% | −232−20.7% | Reduced |
| Adell Harriman & Carpenter Inc | 887 | $282.9K | 0.02% | +56+6.7% | Added |
| Accuvest Global Advisors | 886 | $283.0K | 0.18% | +886 | New |
| ASB Consultores, LLC | 893 | $284.8K | 0.19% | −24−2.6% | Reduced |
| JB Capital LLC | 895 | $285.4K | 0.01% | +105+13.3% | Added |
| JGP Wealth Management, LLC | 896 | $285.8K | 0.03% | +10+1.1% | Added |
| Orca Wealth Management, LLC | 896 | $286.0K | 0.24% | −310−25.7% | Reduced |
| Defined Financial Planning LLC | 921 | $286.1K | 0.25% | +123+15.4% | Added |
| One Day In July LLC | 897 | $286.1K | 0.03% | +46+5.4% | Added |
| Old Second National Bank of Aurora | 900 | $287.1K | 0.06% | −100−10.0% | Reduced |
| Talbot Financial, LLC | 900 | $287.1K | 0.03% | 00.0% | Unchanged |
| Omnitrust Wealth Management, Inc | 850 | $287.5K | 0.35% | +850 | New |
| Marshall Financial Group LLC | 892 | $287.9K | 0.06% | −39−4.2% | Reduced |
| Meridian Investment Counsel Inc. | 903 | $288.0K | 0.08% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 903 | $288.0K | 0.07% | +78+9.5% | Added |
| Costello Asset Management, INC | 904 | $288.4K | 0.11% | +1+0.1% | Added |
| Almanack Investment Partners, LLC. | 908 | $289.6K | 0.05% | +908 | New |
| Meritage Portfolio Management | 909 | $290.0K | 0.02% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 916 | $290.5K | 0.26% | −9−1.0% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,084 | $291.6K | 0.60% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 896 | $291.7K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 915 | $291.9K | 0.07% | −24−2.6% | Reduced |
| Stephenson & Company, Inc. | 918 | $292.8K | 0.18% | 00.0% | Unchanged |
| Everpar Advisors LLC | 918 | $292.8K | 0.13% | +135+17.2% | Added |
| Quadcap Wealth Management, LLC | 919 | $293.1K | 0.04% | −21−2.2% | Reduced |
| Narus Financial Partners, LLC | 919 | $293.1K | 0.09% | +154+20.1% | Added |
| Ackerman Capital Advisors, LLC | 920 | $293.5K | 0.07% | −26−2.7% | Reduced |
| WT Wealth Management | 923 | $294.4K | 0.09% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 924 | $294.6K | 0.18% | −188−16.9% | Reduced |
| Independence Bank of Kentucky | 925 | $295.1K | 0.04% | −40−4.1% | Reduced |
| Bank of Jackson Hole Trust | 926 | $295.4K | 0.17% | +210+29.3% | Added |
| Ethos Financial Group, LLC | 927 | $295.7K | 0.03% | +200+27.5% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $297.3K | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 933 | $297.6K | 0.03% | +8+0.9% | Added |