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 |
|---|---|---|---|---|---|
| Canandaigua National Trust Co of Florida | 934 | $297.9K | 0.21% | +934 | New |
| General Partner, Inc. | 936 | $298.6K | 0.17% | 00.0% | Unchanged |
| North Star Asset Management Inc | 937 | $298.9K | 0.01% | −393−29.5% | Reduced |
| HC Advisors, LLC | 937 | $299.2K | 0.21% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 938 | $299.2K | 0.03% | +17+1.8% | Added |
| Traynor Capital Management, Inc. | 928 | $299.4K | 0.02% | +928 | New |
| Orion Capital Management LLC | 940 | $299.8K | 0.11% | +110+13.3% | Added |
| Bellwether Advisors, LLC | 941 | $300.2K | 0.05% | +62+7.1% | Added |
| Smith Chas P & Associates Pa Cpas | 942 | $300.5K | 0.02% | 00.0% | Unchanged |
| New Republic Capital, LLC | 943 | $300.7K | 0.11% | +46+5.1% | Added |
| Intrust Bank NA | 943 | $300.8K | 0.03% | +71+8.1% | Added |
| Atlas Wealth LLC | 934 | $301.2K | 0.11% | +934 | New |
| Principal Street Partners, LLC | 944 | $301.3K | 0.03% | +944 | New |
| MBB Public Markets I LLC | 945 | $301.4K | 0.03% | −216−18.6% | Reduced |
| Investment Advisory Group, LLC | 948 | $302.4K | 0.09% | +948 | New |
| iA Global Asset Management Inc. | 950 | $303.0K | 0.00% | +950 | New |
| Jacobsen Capital Management | 952 | $303.7K | 0.11% | +102+12.0% | Added |
| CJM Wealth Advisers, Ltd. | 953 | $304.0K | 0.10% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,004 | $304.4K | 0.05% | +2+0.2% | Added |
| FLC Capital Advisors | 956 | $304.9K | 0.06% | −199−17.2% | Reduced |
| Perpetual Ltd | 956 | $304.9K | 0.00% | +11+1.2% | Added |
| Berry Wealth Group, LP | 960 | $306.2K | 0.21% | −142−12.9% | Reduced |
| Harbor Group, Inc. | 962 | $306.8K | 0.05% | +2+0.2% | Added |
| Wedge Capital Management L L P | 964 | $307.5K | 0.01% | −109−10.2% | Reduced |
| Cornerstone Advisory, LLC | 965 | $307.7K | 0.03% | +31+3.3% | Added |
| Acorns Advisers, LLC | 966 | $308.0K | 0.00% | +90+10.3% | Added |
| Eagle Bay Advisors LLC | 967 | $308.4K | 0.25% | −31−3.1% | Reduced |
| Royal Fund Management, LLC | 967 | $308.4K | 0.03% | +3+0.3% | Added |
| Claris Financial LLC | 968 | $308.7K | 0.23% | +4+0.4% | Added |
| Sovran Advisors, LLC | 974 | $308.7K | 0.03% | −99−9.2% | Reduced |
| TFB Advisors LLC | 970 | $309.4K | 0.08% | +67+7.4% | Added |
| EPG Wealth Management LLC | 970 | $309.6K | 0.09% | −391−28.7% | Reduced |
| Hopwood Financial Services, Inc. | 972 | $310.0K | 0.24% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 973 | $310.4K | 0.08% | +30+3.2% | Added |
| Vista Investment Management | 974 | $310.7K | 0.12% | −8−0.8% | Reduced |
| Marest Capital, LLC | 976 | $311.5K | 0.24% | +38+4.1% | Added |
| Hofer & Associates. Inc | 977 | $311.8K | 0.19% | +977 | New |
| Hantz Financial Services, Inc. | 977 | $312.0K | 0.01% | +558+133.2% | Added |
| Monument Capital Management | 978 | $312.1K | 0.08% | −19−1.9% | Reduced |
| Sunpointe, LLC | 979 | $312.3K | 0.12% | +15+1.6% | Added |
| CTC Alternative Strategies, Ltd. | 980 | $312.6K | 0.27% | +980 | New |
| NavPoint Financial, Inc. | 981 | $312.9K | 0.19% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 985 | $314.2K | 0.03% | +16+1.7% | Added |
| Allied Investment Advisors, LLC | 989 | $315.5K | 0.06% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 990 | $315.9K | 0.01% | −121−10.9% | Reduced |
| Delta Financial Advisors LLC | 996 | $317.8K | 0.11% | −50−4.8% | Reduced |
| EntryPoint Capital, LLC | 997 | $318.0K | 0.16% | −35−3.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $318.9K | 0.01% | −500−33.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,000 | $319.0K | 0.12% | −85−7.8% | Reduced |
| Wexford Capital LP | 1,000 | $319.0K | 0.09% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,000 | $319.0K | 0.11% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $319.0K | 0.11% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,000 | $319.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $319.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,001 | $319.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $319.0K | 0.22% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,004 | $320.1K | 0.03% | +11+1.1% | Added |
| Charles Schwab Trust Co | 1,004 | $320.3K | 0.02% | +11+1.1% | Added |
| First Nebraska Trust Co | 1,005 | $320.6K | 0.03% | +5+0.5% | Added |
| Formidable Asset Management, LLC | 1,192 | $320.7K | 0.05% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,006 | $320.9K | 0.27% | −43−4.1% | Reduced |
| Alesco Advisors LLC | 1,008 | $321.5K | 0.01% | +3+0.3% | Added |
| SLT Holdings LLC | 1,008 | $321.5K | 0.24% | +240+31.3% | Added |
| Fullerton Fund Management Co Ltd. | 1,010 | $322.2K | 0.01% | −1,063−51.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,010 | $322.2K | 0.14% | +3+0.3% | Added |
| BIP Wealth, LLC | 1,011 | $322.5K | 0.02% | −21−2.0% | Reduced |
| BayBridge Capital Group, LLC | 1,012 | $322.7K | 0.21% | +123+13.8% | Added |
| Buckley Wealth Management, LLC | 1,013 | $323.1K | 0.10% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,013 | $323.2K | 0.06% | +139+15.9% | Added |
| Alpha Cubed Investments, LLC | 1,014 | $323.4K | 0.01% | −414−29.0% | Reduced |
| Vista Investment Partners LLC | 1,015 | $323.9K | 0.09% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,016 | $324.1K | 0.10% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,020 | $325.0K | 0.13% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,020 | $325.5K | 0.22% | 00.0% | Unchanged |
| American Trust | 1,024 | $326.6K | 0.03% | +1,024 | New |
| NDVR, Inc. | 1,025 | $327.0K | 0.31% | −48−4.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 1,025 | $327.0K | 0.04% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,024 | $327.0K | 0.35% | +1,024 | New |
| Elevated Capital Advisors, LLC | 1,221 | $328.4K | 0.09% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,036 | $330.5K | 0.12% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,039 | $331.3K | 0.05% | +10+1.0% | Added |
| Greenwich Wealth Management LLC | 1,040 | $332.0K | 0.02% | +2+0.2% | Added |
| CRA Financial Services, LLC | 1,041 | $332.1K | 0.05% | +36+3.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,042 | $332.3K | 0.07% | +3+0.3% | Added |
| Park Capital Management, LLC | 1,042 | $332.5K | 0.31% | +15+1.5% | Added |
| Quantitative Investment Management, LLC | 1,047 | $333.0K | 0.04% | −5,910−85.0% | Reduced |
| Avenue 1 Advisors, LLC | 1,044 | $333.0K | 0.11% | +291+38.6% | Added |
| Obsidian Personal Planning Solutions LLC | 1,045 | $333.3K | 0.13% | −1−0.1% | Reduced |
| Second Half Financial Partners, LLC | 1,046 | $333.7K | 0.16% | +83+8.6% | Added |
| Bristlecone Advisors, LLC | 1,051 | $335.2K | 0.03% | −25−2.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,051 | $335.2K | 0.01% | −8−0.8% | Reduced |
| Omnia Family Wealth, LLC | 1,052 | $335.5K | 0.12% | +147+16.2% | Added |
| Shepherd Financial Partners LLC | 1,054 | $336.2K | 0.04% | +9+0.9% | Added |
| Godsey & Gibb Associates | 1,056 | $336.8K | 0.03% | −20−1.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,057 | $337.2K | 0.01% | −151−12.5% | Reduced |
| Bravias Capital Group, LLC | 1,058 | $337.5K | 0.25% | +1,058 | New |
| Facet Wealth, Inc. | 1,128 | $337.6K | 0.01% | +1,128 | New |
| Act Two Investors LLC | 1,060 | $338.1K | 0.07% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,063 | $339.1K | 0.23% | −246−18.8% | Reduced |
| Tillman Hartley LLC | 1,064 | $339.4K | 0.10% | +10+0.9% | Added |