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 |
|---|---|---|---|---|---|
| Vectors Research Management, LLC | 5,189 | $1.66M | 0.57% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 5,183 | $1.65M | 0.94% | +5,183 | New |
| Washington Trust Co | 5,161 | $1.65M | 0.06% | +474+10.1% | Added |
| Rockland Trust Co | 5,158 | $1.65M | 0.08% | −475−8.4% | Reduced |
| Focus Financial Network, Inc. | 5,149 | $1.64M | 0.06% | −18−0.3% | Reduced |
| DRW Securities, LLC | 5,142 | $1.64M | 0.12% | +5,142 | New |
| Weik Capital Management | 5,138 | $1.64M | 0.65% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 5,136 | $1.64M | 0.56% | +5,136 | New |
| MeadowBrook Investment Advisors LLC | 5,124 | $1.63M | 1.52% | −50−1.0% | Reduced |
| Pecaut & Co. | 5,119 | $1.63M | 0.54% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,112 | $1.63M | 0.79% | −94−1.8% | Reduced |
| Factorial Partners, LLC | 5,100 | $1.63M | 1.18% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 5,094 | $1.62M | 0.10% | −545−9.7% | Reduced |
| WealthTrust Axiom LLC | 5,088 | $1.62M | 0.48% | +5+0.1% | Added |
| Spinnaker Trust | 5,079 | $1.62M | 0.10% | −190−3.6% | Reduced |
| Bradyco, Inc. | 5,074 | $1.62M | 1.19% | 00.0% | Unchanged |
| First International Bank & Trust | 5,071 | $1.62M | 0.56% | +92+1.8% | Added |
| Manchester Capital Management LLC | 5,067 | $1.62M | 0.21% | −655−11.4% | Reduced |
| PFG Advisors | 5,059 | $1.61M | 0.08% | +34+0.7% | Added |
| Sage Mountain Advisors LLC | 5,047 | $1.61M | 0.10% | +670+15.3% | Added |
| Harbor Investment Advisory, LLC | 5,044 | $1.61M | 0.14% | +10+0.2% | Added |
| Patten & Patten Inc | 5,040 | $1.61M | 0.10% | −50−1.0% | Reduced |
| Arbor Capital Management Inc | 5,193 | $1.60M | 1.39% | +5,193 | New |
| Aspire Private Capital, LLC | 5,017 | $1.60M | 0.37% | +154+3.2% | Added |
| Alps Advisors Inc | 5,003 | $1.60M | 0.01% | −1,220−19.6% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.59M | 0.33% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $1.59M | 0.83% | +500+11.1% | Added |
| Wellington Shields & Co., LLC | 4,999 | $1.59M | 0.45% | +383+8.3% | Added |
| Beacon Investment Advisory Services, Inc. | 4,993 | $1.59M | 0.07% | +94+1.9% | Added |
| Garde Capital, Inc. | 4,986 | $1.59M | 0.09% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,967 | $1.58M | 0.09% | +626+14.4% | Added |
| Walleye Capital LLC | 4,935 | $1.57M | 0.01% | −63,111−92.7% | Reduced |
| CWA Asset Management Group, LLC | 4,931 | $1.57M | 0.07% | +777+18.7% | Added |
| Gen-Wealth Partners Inc | 4,927 | $1.57M | 0.61% | +123+2.6% | Added |
| Soundwatch Capital LLC | 2,551 | $1.57M | 0.33% | +2,551 | New |
| Baker Avenue Asset Management, LP | 4,908 | $1.57M | 0.04% | −280−5.4% | Reduced |
| Guided Capital Wealth Management, LLC | 4,889 | $1.56M | 1.20% | +36+0.7% | Added |
| Cornerstone Planning Group LLC | 5,246 | $1.56M | 0.32% | +10+0.2% | Added |
| First Dallas Securities Inc. | 4,873 | $1.55M | 0.61% | −289−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,858 | $1.55M | 0.07% | +687+16.5% | Added |
| Orrstown Financial Services Inc | 4,843 | $1.54M | 0.33% | −59−1.2% | Reduced |
| Fidelis Capital Partners, LLC | 5,227 | $1.54M | 0.14% | +399+8.3% | Added |
| Sompo Asset Management Co., Ltd. | 4,840 | $1.54M | 0.27% | +460+10.5% | Added |
| Beaumont Asset Management, L.L.C. | 4,838 | $1.54M | 0.83% | +4+0.1% | Added |
| Colonial Trust Co | 4,832 | $1.54M | 0.22% | +1,004+26.2% | Added |
| Woodstock Corp | 4,826 | $1.54M | 0.14% | −27−0.6% | Reduced |
| Argentarii, LLC | 4,792 | $1.53M | 0.70% | +6+0.1% | Added |
| Carr Financial Group Corp | 4,787 | $1.53M | 0.45% | +30+0.6% | Added |
| Simmons Bank | 4,783 | $1.53M | 0.11% | −60−1.2% | Reduced |
| Muirfield Wealth Advisors LLC | 4,766 | $1.52M | 1.21% | +14+0.3% | Added |
| Boyar Asset Management Inc. | 4,758 | $1.52M | 0.99% | 00.0% | Unchanged |
| Souders Financial Advisors | 4,755 | $1.52M | 0.19% | −69−1.4% | Reduced |
| Minot DeBlois Advisors LLC | 4,742 | $1.51M | 1.43% | +21+0.4% | Added |
| Mystic Asset Management, Inc. | 4,742 | $1.51M | 0.37% | +25+0.5% | Added |
| NFJ Investment Group, LLC | 4,729 | $1.51M | 0.05% | +4,729 | New |
| Levin Capital Strategies, L.P. | 4,698 | $1.50M | 0.15% | −219−4.5% | Reduced |
| Graypoint LLC | 4,691 | $1.50M | 0.08% | +675+16.8% | Added |
| North Star Investment Management Corp. | 4,685 | $1.49M | 0.10% | 00.0% | Unchanged |
| Delphi Management Inc | 4,683 | $1.49M | 1.44% | −493−9.5% | Reduced |
| TCI Wealth Advisors, Inc. | 4,673 | $1.49M | 0.10% | +43+0.9% | Added |
| First Affirmative Financial Network | 4,671 | $1.49M | 0.77% | +427+10.1% | Added |
| Aventura Private Wealth, LLC | 4,660 | $1.49M | 0.64% | −102−2.1% | Reduced |
| Ignite Planners, LLC | 4,823 | $1.49M | 0.26% | +47+1.0% | Added |
| Leisure Capital Management | 4,655 | $1.48M | 0.56% | −112−2.3% | Reduced |
| BigSur Wealth Management LLC | 4,653 | $1.48M | 0.37% | −20.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,174 | $1.48M | 0.07% | −274−11.2% | Reduced |
| Pflug Koory, LLC | 4,636 | $1.48M | 0.75% | −8−0.2% | Reduced |
| Barden Capital Management, Inc. | 4,598 | $1.47M | 1.29% | −12−0.3% | Reduced |
| Twelve Points Wealth Management LLC | 4,597 | $1.47M | 0.39% | +15+0.3% | Added |
| First Command Advisory Services, Inc. | 4,593 | $1.47M | 0.01% | +102+2.3% | Added |
| Sentry LLC | 4,591 | $1.46M | 0.29% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,566 | $1.46M | 0.40% | +265+6.2% | Added |
| Morse Asset Management, Inc | 4,563 | $1.46M | 0.32% | +458+11.2% | Added |
| Magnus Financial Group LLC | 4,549 | $1.45M | 0.13% | −102−2.2% | Reduced |
| Harold Davidson & Associates Inc. | 4,544 | $1.45M | 0.94% | −2,984−39.6% | Reduced |
| Buckingham Strategic Partners | 4,554 | $1.45M | 0.02% | −4,034−47.0% | Reduced |
| IronOak Wealth LLC. | 4,538 | $1.45M | 1.41% | +4,538 | New |
| Profit Investment Management, LLC | 4,517 | $1.44M | 1.30% | −102−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,508 | $1.44M | 0.11% | +70+1.6% | Added |
| Papp L Roy & Associates | 4,500 | $1.44M | 0.17% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,481 | $1.43M | 0.03% | +65+1.5% | Added |
| Stance Capital LLC | 4,479 | $1.43M | 0.54% | +4,479 | New |
| American National Bank | 4,477 | $1.43M | 0.15% | −30−0.7% | Reduced |
| Proathlete Wealth Management LLC | 4,455 | $1.43M | 0.45% | +31+0.7% | Added |
| Tompkins Financial Corp | 4,442 | $1.42M | 0.13% | +1,478+49.9% | Added |
| Sage Rhino Capital LLC | 4,440 | $1.42M | 0.30% | +10+0.2% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,432 | $1.41M | 0.20% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,431 | $1.41M | 0.11% | +270+6.5% | Added |
| Olistico Wealth, LLC | 4,427 | $1.41M | 0.78% | +508+13.0% | Added |
| Core Alternative Capital | 4,417 | $1.41M | 0.39% | +4,095+1,271.7% | Added |
| Aspiriant, LLC | 4,410 | $1.41M | 0.04% | −219−4.7% | Reduced |
| Spirepoint Private Client, LLC | 4,408 | $1.41M | 0.16% | +4,408 | New |
| Larson Financial Group LLC | 4,407 | $1.41M | 0.06% | +173+4.1% | Added |
| Strategic Advisors LLC | 4,405 | $1.41M | 0.28% | −996−18.4% | Reduced |
| Resources Management Corp | 4,400 | $1.40M | 0.19% | −5−0.1% | Reduced |
| Hilltop Holdings Inc. | 4,398 | $1.40M | 0.09% | −5,042−53.4% | Reduced |
| Meridian Wealth Management, LLC | 4,397 | $1.40M | 0.06% | +353+8.7% | Added |
| Aaron Wealth Advisors | 4,387 | $1.40M | 0.14% | +71+1.6% | Added |
| Strategic Advocates LLC | 4,362 | $1.39M | 0.41% | +1,342+44.4% | Added |
| Essex Financial Services, Inc. | 4,361 | $1.39M | 0.09% | +325+8.1% | Added |