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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 1,427 | $455.2K | 0.11% | −132−8.5% | Reduced |
| Optas, LLC | 1,429 | $455.8K | 0.09% | +39+2.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,431 | $456.5K | 0.10% | +315+28.2% | Added |
| Sandy Cove Advisors, LLC | 1,432 | $456.6K | 0.16% | +79+5.8% | Added |
| Maia Wealth LLC | 1,440 | $459.2K | 0.09% | −42−2.8% | Reduced |
| Financial Advisors, LLC | 1,440 | $459.3K | 0.09% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $460.0K | 0.15% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,444 | $460.6K | 0.20% | +29+2.0% | Added |
| CenterBook Partners LP | 1,446 | $461.2K | 0.03% | −22,474−94.0% | Reduced |
| Camden Capital, LLC | 1,446 | $461.3K | 0.04% | +32+2.3% | Added |
| Drive Wealth Management, LLC | 1,447 | $461.7K | 0.10% | −13−0.9% | Reduced |
| Aprio Wealth Management, LLC | 1,452 | $463.1K | 0.05% | +9+0.6% | Added |
| James J. Burns & Company, LLC | 1,453 | $463.4K | 0.08% | −2−0.1% | Reduced |
| Valley National Advisers Inc | 1,459 | $464.0K | 0.08% | +141+10.7% | Added |
| Crew Capital Management, Ltd. | 1,460 | $465.7K | 0.33% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,467 | $467.9K | 0.02% | −19−1.3% | Reduced |
| First Business Financial Services, Inc. | 1,468 | $468.3K | 0.04% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,473 | $469.8K | 0.14% | −3,486−70.3% | Reduced |
| J. Safra Sarasin Holding AG | 1,474 | $470.2K | 0.01% | −7,956−84.4% | Reduced |
| Amica Retiree Medical Trust | 1,476 | $471.0K | 0.68% | −230−13.5% | Reduced |
| Onefund, LLC | 1,477 | $471.0K | 0.34% | −21−1.4% | Reduced |
| Aire Advisors, LLC | 1,480 | $472.1K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,481 | $472.4K | 0.04% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,482 | $472.7K | 0.09% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,489 | $475.0K | 0.10% | +50+3.5% | Added |
| Evergreen Wealth Solutions, LLC | 1,490 | $475.4K | 0.29% | −141−8.6% | Reduced |
| LCNB Corp | 1,492 | $475.9K | 0.17% | −30−2.0% | Reduced |
| Revolve Wealth Partners, LLC | 1,493 | $476.3K | 0.06% | −127−7.8% | Reduced |
| Walker Asset Management, LLC | 1,498 | $477.9K | 0.28% | +3+0.2% | Added |
| Redwood Investment Management, LLC | 1,499 | $478.0K | 0.05% | −18−1.2% | Reduced |
| Professional Advisory Services Inc | 1,500 | $478.0K | 0.06% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,500 | $478.3K | 0.04% | −3−0.2% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $478.5K | 0.24% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 1,500 | $478.5K | 0.18% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,500 | $478.5K | 0.05% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $478.5K | 0.05% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,500 | $478.5K | 0.05% | +189+14.4% | Added |
| Jaffetilchin Investment Partners, LLC | 1,501 | $478.9K | 0.03% | −80−5.1% | Reduced |
| ClearAlpha Technologies LP | 1,506 | $480.4K | 1.38% | +1,506 | New |
| Northwest Bancshares, Inc. | 1,509 | $481.3K | 0.08% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,510 | $481.7K | 0.05% | −12−0.8% | Reduced |
| Compass Ion Advisors, LLC | 1,510 | $481.7K | 0.05% | +10+0.7% | Added |
| Atlantic Trust, LLC | 1,510 | $481.7K | 0.09% | −104−6.4% | Reduced |
| 626 Financial, LLC | 1,514 | $482.9K | 0.23% | −28−1.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,514 | $482.9K | 0.14% | +198+15.0% | Added |
| Optima Capital LLC | 1,515 | $483.3K | 0.26% | −382−20.1% | Reduced |
| Old North State Trust, LLC | 1,517 | $484.0K | 0.33% | +574+60.9% | Added |
| Balentine LLC | 1,519 | $484.5K | 0.02% | −2,879−65.5% | Reduced |
| Winthrop Advisory Group LLC | 1,522 | $485.5K | 0.05% | +1,522 | New |
| Investors Research Corp | 1,524 | $486.1K | 0.10% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,524 | $486.2K | 0.03% | +134+9.6% | Added |
| Windsor Capital Management, LLC | 1,529 | $487.9K | 0.14% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,530 | $488.0K | 0.03% | −363−19.2% | Reduced |
| First National Bank | 1,537 | $490.3K | 0.28% | −10−0.6% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,541 | $491.0K | 0.18% | +1,541 | New |
| Toth Financial Advisory Corp | 1,553 | $495.5K | 0.06% | +1+0.1% | Added |
| North Capital, Inc. | 1,555 | $496.1K | 0.43% | −2−0.1% | Reduced |
| Smith, Moore & Co. | 1,558 | $497.0K | 0.04% | −129−7.6% | Reduced |
| Fidelity D & D Bancorp Inc | 1,560 | $497.6K | 0.30% | 00.0% | Unchanged |
| Burney Co | 1,564 | $498.9K | 0.02% | −125−7.4% | Reduced |
| TradeWell Securities, LLC. | 1,564 | $498.9K | 0.24% | +1,564 | New |
| Motco | 1,668 | $499.2K | 0.05% | −24−1.4% | Reduced |
| Agate Pass Investment Management, LLC | 1,570 | $500.7K | 0.21% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,570 | $500.8K | 0.06% | −504−24.3% | Reduced |
| Fairfield, Bush & Co. | 1,580 | $504.0K | 0.28% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,565 | $504.7K | 0.20% | −966−38.2% | Reduced |
| Bullock Wealth Management Group | 1,567 | $505.4K | 0.27% | −184−10.5% | Reduced |
| Rebalance, LLC | 1,585 | $505.6K | 0.03% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,585 | $505.6K | 0.03% | +101+6.8% | Added |
| Kelman-Lazarov, Inc. | 1,588 | $506.6K | 0.08% | +3+0.2% | Added |
| KFA Private Wealth Group, LLC | 1,589 | $506.9K | 0.16% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,591 | $507.6K | 0.13% | −120−7.0% | Reduced |
| Allred Capital Management, LLC | 1,591 | $507.6K | 0.19% | −198−11.1% | Reduced |
| Tyche Wealth Partners LLC | 1,593 | $508.2K | 0.10% | −3−0.2% | Reduced |
| XML Financial, LLC | 1,598 | $509.7K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,598 | $509.8K | 0.01% | +125+8.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,599 | $510.0K | 0.08% | +175+12.3% | Added |
| Integrity Alliance, LLC. | 1,599 | $510.1K | 0.03% | −552−25.7% | Reduced |
| Paradigm Asset Management Co LLC | 1,600 | $510.4K | 0.13% | −800−33.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,603 | $511.3K | 0.09% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 1,609 | $513.2K | 0.02% | −37−2.2% | Reduced |
| MBL Wealth, LLC | 1,609 | $513.2K | 0.05% | −25−1.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,610 | $513.5K | 0.17% | +3+0.2% | Added |
| Readystate Asset Management LP | 1,613 | $514.5K | 0.02% | −918−36.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,614 | $514.9K | 0.25% | +160+11.0% | Added |
| Rockbridge Investment Management, LCC | 1,615 | $515.2K | 0.06% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,615 | $515.2K | 0.14% | +2+0.1% | Added |
| Silver Oak Securities, Inc | 1,618 | $516.1K | 0.04% | +44+2.8% | Added |
| Richard W. Paul & Associates, LLC | 1,621 | $517.2K | 0.19% | −10−0.6% | Reduced |
| Dearborn Partners LLC | 1,634 | $521.2K | 0.02% | −17−1.0% | Reduced |
| MUFG Securities EMEA plc | 1,635 | $521.5K | 0.02% | +1,635 | New |
| Brown Miller Wealth Management, LLC | 1,640 | $523.1K | 0.16% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,642 | $523.6K | 0.01% | +30+1.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,642 | $523.8K | 0.14% | −7−0.4% | Reduced |
| Acorn Wealth Advisors, LLC | 1,643 | $524.1K | 0.19% | −1−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,645 | $524.9K | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,647 | $525.0K | 0.03% | −40−2.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,649 | $526.1K | 0.06% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,654 | $527.6K | 0.36% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,658 | $528.9K | 0.02% | −6−0.4% | Reduced |