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 |
|---|---|---|---|---|---|
| Capital Markets Trading UK LLP | 1,251 | $399.0K | 0.45% | +1,251 | New |
| Libra Wealth LLC | 1,255 | $400.3K | 0.13% | +10+0.8% | Added |
| Hoxton Planning & Management, LLC | 1,256 | $400.6K | 0.14% | +50+4.1% | Added |
| BBR Partners, LLC | 1,257 | $400.8K | 0.02% | −7−0.6% | Reduced |
| Sterneck Capital Management, LLC | 1,257 | $401.0K | 0.20% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,257 | $401.0K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,261 | $402.2K | 0.10% | +116+10.1% | Added |
| Alta Wealth Advisors LLC | 1,263 | $402.8K | 0.19% | −37−2.8% | Reduced |
| Mainstream Capital Management LLC | 1,267 | $404.1K | 0.29% | −3−0.2% | Reduced |
| Phillips Wealth Planners LLC | 1,276 | $404.5K | 0.37% | −128−9.1% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $404.8K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,269 | $404.8K | 0.09% | +55+4.5% | Added |
| Advisors Management Group Inc | 1,269 | $405.0K | 0.08% | −26−2.0% | Reduced |
| David J Yvars Group | 1,270 | $405.1K | 0.24% | +495+63.9% | Added |
| West Michigan Advisors, LLC | 1,273 | $405.9K | 0.11% | +49+4.0% | Added |
| Hamilton Capital, LLC | 1,276 | $407.0K | 0.02% | +63+5.2% | Added |
| Patrick M Sweeney & Associates, Inc | 1,241 | $407.2K | 0.28% | +205+19.8% | Added |
| 4J Wealth Management LLC | 1,278 | $407.7K | 0.28% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,278 | $407.7K | 0.04% | +4+0.3% | Added |
| Annex Advisory Services, LLC | 1,280 | $408.3K | 0.01% | −580−31.2% | Reduced |
| Custom Index Systems, LLC | 1,280 | $408.3K | 0.19% | −530−29.3% | Reduced |
| West Branch Capital LLC | 1,287 | $410.5K | 0.12% | +398+44.8% | Added |
| Birchcreek Wealth Management, LLC | 1,288 | $410.8K | 0.23% | −177−12.1% | Reduced |
| Ballast, Inc. | 1,288 | $410.8K | 0.11% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,289 | $411.2K | 0.21% | +480+59.3% | Added |
| Vigilare Wealth Management | 1,291 | $411.8K | 0.15% | +40+3.2% | Added |
| Southeast Asset Advisors Inc. | 1,296 | $413.3K | 0.05% | +19+1.5% | Added |
| Fagan Associates, Inc. | 1,300 | $414.7K | 0.06% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,301 | $415.0K | 0.08% | −70−5.1% | Reduced |
| Capital Investment Advisory Services, LLC | 1,303 | $415.6K | 0.03% | +261+25.0% | Added |
| Apollon Financial, LLC | 1,303 | $415.7K | 0.09% | +18+1.4% | Added |
| Nations Financial Group Inc, | 1,303 | $415.8K | 0.03% | +88+7.2% | Added |
| Kapstone Financial Advisors LLC | 1,304 | $415.9K | 0.21% | +77+6.3% | Added |
| Keebeck Wealth Management, LLC | 1,304 | $415.9K | 0.05% | +189+17.0% | Added |
| Pinebridge Investments, L.P. | 1,305 | $416.3K | 0.00% | −97,656−98.7% | Reduced |
| Alpha Family Trust | 1,305 | $416.3K | 0.21% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,309 | $417.5K | 0.14% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,312 | $418.5K | 0.02% | −33−2.5% | Reduced |
| Mendel Capital Management LLC | 1,317 | $420.0K | 0.24% | +70+5.6% | Added |
| Capital Advisors, Ltd. LLC | 1,318 | $420.0K | 0.05% | +7+0.5% | Added |
| Stegent Equity Advisors, Inc. | 1,320 | $421.1K | 0.37% | +173+15.1% | Added |
| WealthShield Partners, LLC | 1,320 | $421.2K | 0.05% | −19−1.4% | Reduced |
| Sharkey, Howes & Javer | 1,320 | $421.2K | 0.06% | −120−8.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,322 | $421.6K | 0.09% | −146−9.9% | Reduced |
| Prostatis Group LLC | 1,325 | $422.7K | 0.12% | −662−33.3% | Reduced |
| Optimize Financial Inc | 1,326 | $423.0K | 0.26% | −8−0.6% | Reduced |
| Sittner & Nelson, LLC | 1,326 | $423.1K | 0.17% | +1+0.1% | Added |
| First National Corp | 1,328 | $423.6K | 0.09% | −128−8.8% | Reduced |
| Spahn Wealth & Retirement LLC | 795 | $424.3K | 0.27% | −705−47.0% | Reduced |
| Root Financial Partners, LLC | 1,331 | $424.7K | 0.04% | +519+63.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,333 | $425.0K | 0.08% | +1,333 | New |
| Burton Enright Welch | 1,335 | $425.8K | 0.07% | +173+14.9% | Added |
| Trust Co of the South | 1,336 | $426.2K | 0.08% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,337 | $426.5K | 0.16% | +1,337 | New |
| Long Island Wealth Management, Inc. | 1,339 | $427.1K | 0.22% | +1,339 | New |
| Washington Trust Bank | 1,341 | $427.8K | 0.04% | +70+5.5% | Added |
| Schnieders Capital Management LLC | 1,343 | $428.4K | 0.08% | +1,343 | New |
| Enclave Advisors LLC | 1,347 | $429.5K | 0.07% | +20+1.5% | Added |
| Ausdal Financial Partners, Inc. | 1,348 | $429.9K | 0.03% | −1,351−50.1% | Reduced |
| Westfuller Advisors, LLC | 1,348 | $430.0K | 0.25% | +1,348 | New |
| Walkner Condon Financial Advisors LLC | 1,349 | $430.3K | 0.08% | −9−0.7% | Reduced |
| Northstar Asset Management LLC | 1,350 | $430.6K | 0.10% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,350 | $430.6K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,350 | $430.6K | 0.07% | +35+2.7% | Added |
| Howard Financial Services, Ltd. | 1,352 | $431.1K | 0.06% | +161+13.5% | Added |
| Garner Asset Management Corp | 1,352 | $431.3K | 0.20% | −50−3.6% | Reduced |
| IPG Investment Advisors LLC | 1,353 | $431.6K | 0.08% | −577−29.9% | Reduced |
| Visionary Wealth Advisors | 1,353 | $431.6K | 0.02% | +235+21.0% | Added |
| Harvest Fund Management Co., Ltd | 1,355 | $432.0K | 0.02% | −589−30.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $432.0K | 0.18% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 1,356 | $432.5K | 0.42% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $432.5K | 0.04% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,357 | $433.0K | 0.16% | −96−6.6% | Reduced |
| KLCM Advisors, Inc. | 1,358 | $433.0K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 1,364 | $435.1K | 0.38% | +100+7.9% | Added |
| Legacy Private Trust Co. | 1,365 | $435.4K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,367 | $436.0K | 0.03% | +89+7.0% | Added |
| 17 Capital Partners, LLC | 1,368 | $436.4K | 0.25% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,371 | $437.3K | 0.04% | −6−0.4% | Reduced |
| Breed's Hill Capital LLC | 1,373 | $438.0K | 0.21% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,374 | $438.3K | 0.20% | +252+22.5% | Added |
| Fort Washington Investment Advisors Inc | 1,379 | $439.9K | 0.00% | −147−9.6% | Reduced |
| Hyperion Capital Advisors LP | 1,380 | $440.2K | 0.28% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,389 | $441.6K | 0.03% | −187−11.9% | Reduced |
| OneAscent Family Office, LLC | 1,387 | $442.0K | 0.42% | −1,363−49.6% | Reduced |
| CMT Capital Markets Trading GmbH | 1,389 | $443.0K | 0.21% | −86,111−98.4% | Reduced |
| Kitching Partners, LLC | 1,391 | $443.7K | 0.45% | +563+68.0% | Added |
| Mechanics Bank Trust Department | 1,394 | $444.7K | 0.06% | −912−39.5% | Reduced |
| Austin Wealth Management, LLC | 1,488 | $445.4K | 0.08% | +35+2.4% | Added |
| Wealthstar Advisors, LLC | 1,398 | $445.8K | 0.17% | +72+5.4% | Added |
| Versant Capital Management, Inc | 1,403 | $447.5K | 0.07% | +174+14.2% | Added |
| UMA Financial Services, Inc. | 1,405 | $448.1K | 0.07% | −8−0.6% | Reduced |
| Tortoise Investment Management, LLC | 1,409 | $449.4K | 0.04% | +395+39.0% | Added |
| E Fund Management Co., Ltd. | 1,410 | $449.8K | 0.02% | −39−2.7% | Reduced |
| Merrion Investment Management Co, LLC | 1,416 | $451.7K | 0.29% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,416 | $451.7K | 0.19% | 00.0% | Unchanged |
| Centric Wealth Management | 1,519 | $451.8K | 0.11% | −15−1.0% | Reduced |
| Terra Nova Asset Management LLC | 1,423 | $453.9K | 0.32% | +4+0.3% | Added |
| Heritage Wealth Advisors | 1,426 | $454.9K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,426 | $454.9K | 0.06% | 00.0% | Unchanged |