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 |
|---|---|---|---|---|---|
| ORG Wealth Partners, LLC | 1,052 | $339.5K | 0.08% | −26−2.4% | Reduced |
| Arlington Trust Co LLC | 1,068 | $340.7K | 0.07% | −23−2.1% | Reduced |
| Stonebridge Financial Group, LLC | 1,068 | $340.7K | 0.03% | −13−1.2% | Reduced |
| First PREMIER Bank | 1,073 | $343.0K | 0.08% | +607+130.3% | Added |
| Founders Grove Wealth Partners, LLC | 1,077 | $343.5K | 0.09% | +72+7.2% | Added |
| Guyasuta Investment Advisors Inc | 1,080 | $344.5K | 0.02% | +25+2.4% | Added |
| Lafayette Investments, Inc. | 1,081 | $344.8K | 0.07% | −40−3.6% | Reduced |
| BTC Capital Management, Inc. | 1,084 | $345.8K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,084 | $345.8K | 0.05% | −23−2.1% | Reduced |
| Gateway Wealth Partners, LLC | 1,084 | $345.9K | 0.07% | −13−1.2% | Reduced |
| Regal Investment Advisors LLC | 1,086 | $346.4K | 0.03% | +1,086 | New |
| Truvestments Capital LLC | 1,086 | $346.5K | 0.07% | −79−6.8% | Reduced |
| Paragon Capital Management Ltd | 1,087 | $346.7K | 0.06% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,088 | $347.1K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,090 | $347.7K | 0.13% | +15+1.4% | Added |
| NorthStar Asset Management LLC | 1,091 | $348.1K | 0.18% | +24+2.2% | Added |
| Aspetuck Financial Management LLC | 1,095 | $349.3K | 0.26% | +10+0.9% | Added |
| Wellspring Financial Advisors, LLC | 1,095 | $349.3K | 0.04% | +1,095 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,096 | $349.5K | 0.23% | +1,096 | New |
| Perfromance Wealth Partners, LLC | 1,101 | $351.2K | 0.01% | +1,101 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $351.5K | 0.20% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,103 | $351.8K | 0.06% | +300+37.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,104 | $352.0K | 0.00% | −127−10.3% | Reduced |
| Cowa, LLC | 1,105 | $352.5K | 0.13% | +130+13.3% | Added |
| Strait & Sound Wealth Management LLC | 1,107 | $353.1K | 0.15% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 1,114 | $355.3K | 0.35% | −3−0.3% | Reduced |
| Counterpoint Mutual Funds LLC | 1,114 | $355.3K | 0.03% | +1,114 | New |
| Inscription Capital, LLC | 1,115 | $355.8K | 0.05% | −544−32.8% | Reduced |
| Ehrlich Financial Group | 1,116 | $356.0K | 0.23% | −3−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 1,117 | $356.3K | 0.04% | +12+1.1% | Added |
| Kessler Investment Group, LLC | 1,120 | $357.3K | 0.15% | −26−2.3% | Reduced |
| Princeton Global Asset Management LLC | 1,121 | $357.4K | 0.06% | −8,604−88.5% | Reduced |
| LPWM LLC | 1,121 | $357.6K | 0.10% | +1,121 | New |
| Osterweis Capital Management Inc | 1,123 | $358.2K | 0.02% | +260+30.1% | Added |
| Advyzon Investment Management, LLC | 1,123 | $358.3K | 0.08% | +241+27.3% | Added |
| Ashton Thomas Securities, LLC | 1,126 | $359.2K | 0.09% | −55−4.7% | Reduced |
| Syverson Strege & Co | 1,126 | $359.2K | 0.08% | +1,126 | New |
| Uptown Financial Advisors LLC | 1,127 | $359.5K | 0.33% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $360.8K | 0.06% | 00.0% | Unchanged |
| Allstate Corp | 1,136 | $362.4K | 0.03% | −24,725−95.6% | Reduced |
| Clifford Group, LLC | 1,136 | $362.4K | 0.30% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,129 | $364.4K | 0.07% | −203−15.2% | Reduced |
| Peachtree Investment Partners, LLC | 1,144 | $365.0K | 0.14% | −685−37.5% | Reduced |
| Middleton & Co Inc | 1,150 | $366.8K | 0.04% | −69−5.7% | Reduced |
| E&G Advisors, LP | 1,151 | $367.1K | 0.10% | −100−8.0% | Reduced |
| Convergence Investment Partners, LLC | 1,152 | $367.5K | 0.09% | −45−3.8% | Reduced |
| Northwest Wealth Management, LLC | 1,155 | $368.4K | 0.07% | +10+0.9% | Added |
| Brass Tax Wealth Management, Inc | 1,157 | $368.9K | 0.07% | +16+1.4% | Added |
| Mayfair Advisory Group, LLC | 1,241 | $369.1K | 0.17% | −32−2.5% | Reduced |
| Gitterman Wealth Management, LLC | 1,161 | $370.3K | 0.09% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,162 | $370.7K | 0.14% | −2−0.2% | Reduced |
| Golden State Equity Partners | 1,163 | $371.1K | 0.07% | +100+9.4% | Added |
| Vivaldi Capital Management, LLC | 1,164 | $371.3K | 0.06% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,164 | $371.3K | 0.26% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,169 | $372.9K | 0.31% | +58+5.2% | Added |
| Heartwood Wealth Advisors LLC | 1,172 | $373.8K | 0.04% | −46−3.8% | Reduced |
| Opinicus Capital, Inc. | 1,172 | $374.0K | 0.28% | +252+27.4% | Added |
| Montgomery Investment Management Inc | 1,175 | $374.8K | 0.15% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,183 | $375.2K | 0.04% | −48−3.9% | Reduced |
| Nadler Financial Group, Inc. | 1,177 | $375.4K | 0.04% | 00.0% | Unchanged |
| May Hill Capital, LLC | 1,178 | $375.8K | 0.12% | +149+14.5% | Added |
| Global Financial Private Client, LLC | 1,183 | $377.4K | 0.14% | +6+0.5% | Added |
| Vicus Capital | 1,189 | $379.4K | 0.03% | −1,037−46.6% | Reduced |
| Liberty Square Wealth Partners LLC | 1,193 | $380.5K | 0.13% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,193 | $380.6K | 0.04% | +1+0.1% | Added |
| Abacus Planning Group, Inc. | 1,197 | $381.8K | 0.06% | +129+12.1% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,197 | $381.9K | 0.25% | +1,197 | New |
| Omega Financial Group, LLC | 1,200 | $382.8K | 0.14% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,202 | $383.4K | 0.18% | +1,202 | New |
| Samalin Investment Counsel, LLC | 1,202 | $383.6K | 0.15% | +6+0.5% | Added |
| CVA Family Office, LLC | 1,203 | $383.7K | 0.05% | +55+4.8% | Added |
| Capital Asset Advisory Services LLC | 1,191 | $384.2K | 0.02% | +32+2.8% | Added |
| Silvia McColl Wealth Management, LLC | 1,207 | $385.0K | 0.28% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,208 | $385.3K | 0.33% | +1,208 | New |
| HHM Wealth Advisors, LLC | 1,210 | $386.0K | 0.05% | −243−16.7% | Reduced |
| Claro Advisors LLC | 1,211 | $386.3K | 0.06% | −1,367−53.0% | Reduced |
| Redmond Asset Management, LLC | 1,213 | $386.9K | 0.09% | −39−3.1% | Reduced |
| Connecticut Wealth Management, LLC | 1,215 | $387.6K | 0.02% | +1+0.1% | Added |
| Heartland Bank & Trust Co | 1,220 | $389.2K | 0.18% | 00.0% | Unchanged |
| Key Financial Inc | 1,222 | $389.8K | 0.08% | 00.0% | Unchanged |
| City State Bank | 1,223 | $390.1K | 0.12% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 1,225 | $390.8K | 0.07% | −6−0.5% | Reduced |
| Firestone Capital Management | 1,225 | $390.8K | 0.09% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,225 | $390.8K | 0.03% | +12+1.0% | Added |
| Capital Square, LLC | 1,224 | $391.0K | 0.21% | −25−2.0% | Reduced |
| Monticello Wealth Management, LLC | 1,226 | $391.1K | 0.03% | +42+3.5% | Added |
| Vishria Bird Financial Group, LLC | 1,227 | $391.3K | 0.13% | +30+2.5% | Added |
| FourThought Financial Partners, LLC | 1,230 | $392.4K | 0.04% | −162−11.6% | Reduced |
| Ruggaard & Associates LLC | 1,232 | $392.9K | 0.16% | −38−3.0% | Reduced |
| North Dallas Bank & Trust Co | 1,233 | $393.3K | 0.30% | +1,233 | New |
| Wealth Management Partners, LLC | 1,221 | $394.0K | 0.14% | 00.0% | Unchanged |
| SFMG, LLC | 1,237 | $394.7K | 0.03% | +1+0.1% | Added |
| Old Port Advisors | 1,238 | $394.9K | 0.11% | +73+6.3% | Added |
| Wealth Group, Ltd. | 1,237 | $395.0K | 0.39% | −742−37.5% | Reduced |
| Burling Wealth Partners, LLC | 1,239 | $395.2K | 0.07% | +1,239 | New |
| Blue Square Asset Management, LLC | 1,240 | $395.5K | 0.19% | 00.0% | Unchanged |
| Nwam LLC | 1,317 | $396.4K | 0.02% | −19−1.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $397.8K | 0.16% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,249 | $398.0K | 0.05% | −255−17.0% | Reduced |
| Kimelman & Baird, LLC | 1,250 | $398.7K | 0.03% | 00.0% | Unchanged |