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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 7,015 | $2.06M | 0.11% | +76+1.1% | Added |
| Stablepoint Partners, LLC | 6,439 | $2.05M | 0.35% | +195+3.1% | Added |
| Private Trust Co NA | 6,437 | $2.05M | 0.20% | −85−1.3% | Reduced |
| VestGen Advisors, LLC | 6,498 | $2.05M | 0.08% | −117−1.8% | Reduced |
| Avestar Capital, LLC | 6,429 | $2.05M | 0.15% | +186+3.0% | Added |
| Trust Asset Management LLC | 6,422 | $2.05M | 0.15% | 00.0% | Unchanged |
| Midwest Trust Co | 6,402 | $2.04M | 0.03% | +6,402 | New |
| Piscataqua Savings Bank | 6,392 | $2.04M | 1.70% | −117−1.8% | Reduced |
| Mather Group, LLC. | 6,388 | $2.04M | 0.02% | +316+5.2% | Added |
| Smartleaf Asset Management LLC | 6,423 | $2.04M | 0.18% | −979−13.2% | Reduced |
| S&CO Inc | 6,386 | $2.04M | 0.13% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,383 | $2.04M | 0.20% | +575+9.9% | Added |
| Checchi Capital Advisers, LLC | 6,378 | $2.03M | 0.14% | +68+1.1% | Added |
| Lebenthal Global Advisors, LLC | 6,376 | $2.03M | 0.38% | +971+18.0% | Added |
| Parisi Gray Wealth Management | 6,373 | $2.03M | 0.58% | +30.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,350 | $2.03M | 0.19% | −2,672−29.6% | Reduced |
| RMB Capital Management, LLC | 6,322 | $2.02M | 0.04% | +3,918+163.0% | Added |
| Carnegie Capital Asset Management, LLC | 6,295 | $2.01M | 0.04% | +1,000+18.9% | Added |
| Legacy Edge Advisors, LLC | 6,292 | $2.01M | 0.27% | −51−0.8% | Reduced |
| Chicago Partners Investment Group LLC | 6,470 | $2.00M | 0.06% | +1,459+29.1% | Added |
| RMR Capital Management, LLC | 6,260 | $2.00M | 1.43% | −1,298−17.2% | Reduced |
| MainStreet Investment Advisors LLC | 6,253 | $1.99M | 0.28% | +149+2.4% | Added |
| Grove Bank & Trust | 6,237 | $1.99M | 0.25% | +91+1.5% | Added |
| Associated Banc-Corp | 6,232 | $1.99M | 0.06% | −694−10.0% | Reduced |
| Canopy Partners, LLC | 6,199 | $1.98M | 0.73% | +526+9.3% | Added |
| Solitude Financial Services | 6,193 | $1.98M | 0.72% | +1,070+20.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,185 | $1.97M | 0.10% | +81+1.3% | Added |
| Diligent Investors, LLC | 6,170 | $1.97M | 0.47% | +51+0.8% | Added |
| Abundance Wealth Counselors | 6,159 | $1.97M | 0.37% | −54−0.9% | Reduced |
| Leavell Investment Management, Inc. | 6,120 | $1.95M | 0.09% | +255+4.3% | Added |
| Spire Wealth Management | 6,112 | $1.95M | 0.07% | −1,703−21.8% | Reduced |
| Cypress Wealth Services, LLC | 6,106 | $1.95M | 0.35% | +607+11.0% | Added |
| NBC Securities, Inc. | 6,106 | $1.95M | 0.16% | −911−13.0% | Reduced |
| 3Chopt Investment Partners, LLC | 6,084 | $1.94M | 0.47% | −407−6.3% | Reduced |
| Weil Company, Inc. | 6,039 | $1.93M | 0.51% | +4+0.1% | Added |
| Citadel Investment Advisory, Inc. | 6,032 | $1.92M | 0.93% | −677−10.1% | Reduced |
| Fielder Capital Group LLC | 6,000 | $1.91M | 0.51% | −15−0.2% | Reduced |
| B&L Asset Management LLC | 5,997 | $1.91M | 1.09% | −29−0.5% | Reduced |
| Boston Private Wealth LLC | 5,981 | $1.91M | 0.10% | −5,988−50.0% | Reduced |
| YHB Investment Advisors, Inc. | 5,978 | $1.91M | 0.15% | +11+0.2% | Added |
| Busey Wealth Management | 5,968 | $1.90M | 0.06% | −189−3.1% | Reduced |
| Ransom Advisory, Ltd | 5,946 | $1.90M | 0.89% | 00.0% | Unchanged |
| Broderick Brian C | 5,868 | $1.87M | 0.37% | +3,411+138.8% | Added |
| Washington Trust Advisors, Inc. | 5,857 | $1.87M | 0.15% | −100−1.7% | Reduced |
| Highline Wealth Partners LLC | 5,835 | $1.86M | 0.55% | −14−0.2% | Reduced |
| Harbour Investments, Inc. | 5,808 | $1.85M | 0.05% | +248+4.5% | Added |
| Transatlantique Private Wealth LLC | 5,797 | $1.85M | 0.68% | +125+2.2% | Added |
| Dynasty Wealth Management, LLC | 5,753 | $1.84M | 0.03% | −1,189−17.1% | Reduced |
| Monte Financial Group, LLC | 5,729 | $1.83M | 0.71% | +60+1.1% | Added |
| Insight Advisors, LLC | 5,686 | $1.81M | 0.29% | −196−3.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,681 | $1.81M | 0.60% | −356−5.9% | Reduced |
| Conning Inc. | 5,673 | $1.81M | 0.06% | −86−1.5% | Reduced |
| First Citizens Bank & Trust Co | 5,669 | $1.81M | 0.03% | −350−5.8% | Reduced |
| Capital Analysts, LLC | 5,661 | $1.80M | 0.06% | +24+0.4% | Added |
| Interchange Capital Partners, LLC | 5,654 | $1.80M | 0.42% | +111+2.0% | Added |
| Stonebrook Private Inc. | 5,638 | $1.80M | 0.42% | +70+1.3% | Added |
| Community Bank, N.A. | 5,638 | $1.80M | 0.24% | −99−1.7% | Reduced |
| Sapient Capital LLC | 5,633 | $1.80M | 0.03% | +427+8.2% | Added |
| Stokes Family Office, LLC | 5,605 | $1.79M | 0.19% | +301+5.7% | Added |
| Hohimer Wealth Management, LLC | 5,581 | $1.78M | 0.32% | −26−0.5% | Reduced |
| Lakeshore Capital Group, Inc. | 5,578 | $1.78M | 1.58% | −437−7.3% | Reduced |
| Groupama Asset Managment | 5,593 | $1.77M | 0.03% | −1,652−22.8% | Reduced |
| KRS Capital Management, LLC | 5,560 | $1.77M | 1.19% | +20.0% | Added |
| Leo Wealth, LLC | 5,551 | $1.77M | 0.14% | +992+21.8% | Added |
| Paragon Private Wealth Management, LLC | 5,539 | $1.77M | 0.70% | +268+5.1% | Added |
| Pine Valley Investments Ltd Liability Co | 5,535 | $1.77M | 0.10% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 5,527 | $1.76M | 0.54% | 00.0% | Unchanged |
| Icon Advisers Inc | 5,500 | $1.75M | 0.40% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,490 | $1.75M | 0.24% | +824+17.7% | Added |
| Invst, LLC | 5,484 | $1.75M | 0.22% | −133−2.4% | Reduced |
| Argus Investors' Counsel, Inc. | 5,471 | $1.75M | 1.24% | −133−2.4% | Reduced |
| Crewe Advisors LLC | 5,464 | $1.74M | 0.25% | +7+0.1% | Added |
| Laurel Wealth Advisors LLC | 5,462 | $1.74M | 0.26% | −34−0.6% | Reduced |
| Advisors Capital Management, LLC | 5,454 | $1.74M | 0.02% | +865+18.8% | Added |
| Cigna Investments Inc | 5,447 | $1.74M | 0.30% | −142−2.5% | Reduced |
| Alpine Bank Wealth Management | 5,445 | $1.74M | 0.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,433 | $1.73M | 0.15% | +444+8.9% | Added |
| NBZ Investment Advisors LLC | 5,423 | $1.73M | 0.99% | −2,339−30.1% | Reduced |
| Wealth Alliance | 5,417 | $1.73M | 0.19% | +548+11.3% | Added |
| Rydar Equities, Inc. | 5,410 | $1.73M | 1.36% | +5,410 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,381 | $1.72M | 0.02% | −27−0.5% | Reduced |
| Cambridge Financial Group, LLC | 5,379 | $1.72M | 0.64% | −116−2.1% | Reduced |
| Catalytic Wealth RIA, LLC | 5,370 | $1.71M | 0.14% | +5,370 | New |
| Norden Group LLC | 5,368 | $1.71M | 0.19% | +179+3.4% | Added |
| Sirios Capital Management L P | 5,367 | $1.71M | 0.25% | −50−0.9% | Reduced |
| Bank of Hawaii | 5,359 | $1.71M | 0.09% | −109−2.0% | Reduced |
| WSFS Capital Management, LLC | 5,339 | $1.70M | 0.09% | −818−13.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,338 | $1.70M | 0.32% | 00.0% | Unchanged |
| William Allan, LLC | 5,332 | $1.70M | 0.99% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,328 | $1.70M | 0.12% | +5,328 | New |
| Modern Wealth Management, LLC | 5,327 | $1.70M | 0.04% | +406+8.3% | Added |
| Stratos Wealth Advisors, LLC | 5,309 | $1.69M | 0.09% | +131+2.5% | Added |
| Advisory Research Inc | 5,301 | $1.69M | 0.26% | −88−1.6% | Reduced |
| Virtus Investment Advisers, Inc. | 5,233 | $1.67M | 0.56% | +752+16.8% | Added |
| Ameritas Investment Partners, Inc. | 5,224 | $1.67M | 0.05% | −64−1.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,219 | $1.66M | 1.30% | −440−7.8% | Reduced |
| Ledyard National Bank | 5,214 | $1.66M | 0.16% | −98−1.8% | Reduced |
| Ramirez Asset Management, Inc. | 5,208 | $1.66M | 0.25% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,195 | $1.66M | 0.04% | +1,536+42.0% | Added |