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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 10,315 | $3.29M | 0.07% | +139+1.4% | Added |
| Parkside Financial Bank & Trust | 10,270 | $3.28M | 0.35% | +574+5.9% | Added |
| Sawyer & Company, Inc | 9,682 | $3.27M | 1.17% | −638−6.2% | Reduced |
| Jefferies Financial Group Inc. | 10,265 | $3.27M | 0.05% | +2,202+27.3% | Added |
| Carl P. Sherr & Co., LLC | 10,256 | $3.27M | 1.65% | −100−1.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 10,200 | $3.25M | 0.08% | −1,400−12.1% | Reduced |
| Ingalls & Snyder LLC | 10,193 | $3.25M | 0.12% | +1,586+18.4% | Added |
| Ferguson Wellman Capital Management, Inc | 10,189 | $3.25M | 0.06% | +3,663+56.1% | Added |
| Arista Wealth Management, LLC | 10,186 | $3.25M | 0.45% | +7,899+345.4% | Added |
| Webster Bank, N. A. | 10,153 | $3.24M | 0.33% | −1,846−15.4% | Reduced |
| Moneta Group Investment Advisors LLC | 10,149 | $3.24M | 0.04% | +194+1.9% | Added |
| Sterling Capital Management LLC | 10,122 | $3.23M | 0.05% | +911+9.9% | Added |
| SOL Capital Management CO | 10,110 | $3.23M | 0.31% | −100−1.0% | Reduced |
| Xcel Wealth Management, LLC | 10,073 | $3.21M | 0.91% | +300+3.1% | Added |
| SBI Securities Co., Ltd. | 10,066 | $3.21M | 0.09% | −308−3.0% | Reduced |
| Leonteq Securities AG | 10,049 | $3.21M | 0.19% | −1,029−9.3% | Reduced |
| Empower Advisory Group, LLC | 10,030 | $3.20M | 0.01% | −103−1.0% | Reduced |
| Intrinsic Value Partners, LLC | 10,015 | $3.19M | 2.84% | −32−0.3% | Reduced |
| Cunning Capital Partners, LP | 10,012 | $3.19M | 1.66% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 9,990 | $3.19M | 1.01% | 00.0% | Unchanged |
| Galilei Investment Office LLP | 9,974 | $3.18M | 1.62% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 9,968 | $3.18M | 0.59% | −1,092−9.9% | Reduced |
| Union Heritage Capital, LLC | 9,968 | $3.18M | 1.11% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,907 | $3.16M | 0.20% | +1,868+23.2% | Added |
| Aptus Capital Advisors, LLC | 9,881 | $3.15M | 0.03% | −614−5.9% | Reduced |
| Peoples Financial Services Corp. | 9,879 | $3.15M | 1.56% | −1,052−9.6% | Reduced |
| Doheny Asset Management | 9,861 | $3.15M | 2.20% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9,846 | $3.14M | 1.94% | −208−2.1% | Reduced |
| Knuff & Co LLC | 9,844 | $3.14M | 0.99% | 00.0% | Unchanged |
| BCS Private Wealth Management, Inc. | 9,821 | $3.13M | 1.18% | +9,821 | New |
| Evoke Wealth, LLC | 9,818 | $3.13M | 0.07% | +260+2.7% | Added |
| NVWM, LLC | 9,810 | $3.13M | 0.76% | −5,454−35.7% | Reduced |
| Inlet Private Wealth, LLC | 9,795 | $3.12M | 0.77% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,788 | $3.12M | 0.35% | +189+2.0% | Added |
| Evergreen Capital Management LLC | 9,743 | $3.11M | 0.09% | +244+2.6% | Added |
| Massmutual Trust Co FSB | 9,739 | $3.11M | 0.08% | +406+4.4% | Added |
| NTV Asset Management LLC | 9,679 | $3.09M | 0.37% | 00.0% | Unchanged |
| IFP Advisors, Inc | 9,120 | $3.08M | 0.09% | −1,640−15.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 9,670 | $3.08M | 0.24% | +9,670 | New |
| Rehmann Capital Advisory Group | 9,657 | $3.08M | 0.19% | −1,788−15.6% | Reduced |
| Eads & Heald Wealth Management | 9,649 | $3.08M | 1.52% | −641−6.2% | Reduced |
| Guardian Capital LP | 9,588 | $3.06M | 0.11% | +400+4.4% | Added |
| Argent Advisors, Inc. | 9,577 | $3.05M | 0.94% | +174+1.9% | Added |
| Hartford Funds Management Co LLC | 9,545 | $3.05M | 0.26% | −614−6.0% | Reduced |
| Moors & Cabot, Inc. | 9,548 | $3.05M | 0.14% | +236+2.5% | Added |
| Ascent Group, LLC | 9,533 | $3.04M | 0.12% | +753+8.6% | Added |
| Rathbone Brothers plc | 9,531 | $3.04M | 0.01% | −1,266−11.7% | Reduced |
| Parkshore Wealth Management, Inc. | 9,519 | $3.04M | 1.48% | +23+0.2% | Added |
| Stenger Family Office, LLC | 10,001 | $3.03M | 0.80% | +10,001 | New |
| Diversify Advisory Services, LLC | 10,001 | $3.03M | 0.12% | +5,171+107.1% | Added |
| Financial Security Advisor, Inc. | 9,450 | $3.01M | 0.69% | −75−0.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 9,440 | $3.01M | 1.21% | −393−4.0% | Reduced |
| Ieq Capital, LLC | 9,429 | $3.01M | 0.02% | −14,333−60.3% | Reduced |
| Lodestone Wealth Management LLC | 9,428 | $3.01M | 1.46% | −2,137−18.5% | Reduced |
| Fire Capital Management LLC | 9,427 | $3.01M | 1.91% | −53−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 9,409 | $3.00M | 0.26% | −1,020−9.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,393 | $3.00M | 0.01% | −844−8.2% | Reduced |
| Solidarilty Wealth, LLC | 9,375 | $2.99M | 0.70% | −1,200−11.3% | Reduced |
| Qtron Investments LLC | 9,352 | $2.98M | 0.38% | 00.0% | Unchanged |
| Bank Ozk | 9,330 | $2.98M | 1.14% | +366+4.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,312 | $2.97M | 1.73% | −1,736−15.7% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,301 | $2.97M | 1.54% | +9+0.1% | Added |
| ProVise Management Group, LLC | 9,300 | $2.97M | 0.23% | −867−8.5% | Reduced |
| Beacon Investment Advisors LLC | 9,329 | $2.96M | 1.28% | +10.0% | Added |
| Pettee Investors, Inc. | 9,213 | $2.94M | 1.76% | −60−0.6% | Reduced |
| Applied Capital LLC | 9,184 | $2.93M | 2.18% | +9+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 9,140 | $2.92M | 0.09% | −27−0.3% | Reduced |
| TAGStone Capital, Inc. | 9,757 | $2.90M | 1.20% | +53+0.5% | Added |
| IFC Advisors LLC | 9,087 | $2.90M | 0.54% | +44+0.5% | Added |
| Trustco Bank Corp N Y | 9,059 | $2.89M | 2.83% | +300+3.4% | Added |
| RB Capital Management, LLC | 9,050 | $2.89M | 0.65% | +1,414+18.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,995 | $2.87M | 0.08% | +208+2.4% | Added |
| Bigelow Investment Advisors, LLC | 8,986 | $2.87M | 1.26% | −24−0.3% | Reduced |
| Patton Fund Management, Inc. | 8,979 | $2.86M | 0.63% | −6,760−43.0% | Reduced |
| Anchor Investment Management, LLC | 8,976 | $2.86M | 0.25% | −177−1.9% | Reduced |
| Vivid Wealth Management, LLC | 8,963 | $2.86M | 1.26% | −255−2.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,948 | $2.85M | 0.10% | −1,292−12.6% | Reduced |
| Bank of New Hampshire | 8,928 | $2.85M | 0.71% | +200+2.3% | Added |
| Bridgeway Capital Management, LLC | 8,900 | $2.84M | 0.07% | −200−2.2% | Reduced |
| Pinnacle Holdings, LLC | 8,893 | $2.84M | 1.02% | +758+9.3% | Added |
| Pinnacle Wealth Management, LLC | 8,890 | $2.84M | 2.37% | +7,635+608.4% | Added |
| FineMark National Bank & Trust | 8,848 | $2.82M | 0.10% | +504+6.0% | Added |
| Mindset Wealth Management, LLC | 8,838 | $2.82M | 0.92% | +113+1.3% | Added |
| EFG Asset Management (North America) Corp. | 8,837 | $2.82M | 0.40% | +215+2.5% | Added |
| Principle Wealth Partners LLC | 8,826 | $2.82M | 0.18% | −190−2.1% | Reduced |
| Verition Fund Management LLC | 8,819 | $2.81M | 0.02% | −1,320−13.0% | Reduced |
| Signature Wealth Management Group | 8,795 | $2.81M | 1.11% | −107−1.2% | Reduced |
| Northern Financial Advisors Inc | 8,788 | $2.80M | 2.10% | −89−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,772 | $2.80M | 0.10% | +370+4.4% | Added |
| Fulton Bank, N.A. | 8,750 | $2.79M | 0.10% | +682+8.5% | Added |
| First Horizon Advisors, Inc. | 8,737 | $2.79M | 0.07% | −3,054−25.9% | Reduced |
| National Asset Management, Inc. | 8,706 | $2.78M | 0.13% | −6,132−41.3% | Reduced |
| Arete Wealth Advisors, LLC | 8,735 | $2.77M | 0.20% | −4,665−34.8% | Reduced |
| Beaumont Financial Advisors, LLC | 8,631 | $2.75M | 0.20% | −10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 8,592 | $2.74M | 0.13% | +2,051+31.4% | Added |
| Twin Capital Management Inc | 8,551 | $2.73M | 0.29% | +8,551 | New |
| Investors Asset Management of Georgia Inc | 8,530 | $2.72M | 1.26% | +350+4.3% | Added |
| Fiduciary Family Office, LLC | 8,526 | $2.72M | 0.89% | −139−1.6% | Reduced |
| Tealwood Asset Management Inc | 8,510 | $2.71M | 1.21% | −15−0.2% | Reduced |
| Berkshire Asset Management LLC | 8,490 | $2.71M | 0.12% | −52−0.6% | Reduced |