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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 4,357 | $1.39M | 0.04% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 4,355 | $1.39M | 0.22% | −22−0.5% | Reduced |
| Forte Capital LLC | 4,354 | $1.39M | 0.15% | +388+9.8% | Added |
| Bedel Financial Consulting, Inc. | 4,340 | $1.38M | 0.19% | +4+0.1% | Added |
| VeraBank, N.A. | 4,304 | $1.37M | 0.28% | +1,513+54.2% | Added |
| Schulhoff & Co Inc | 4,300 | $1.37M | 0.61% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,275 | $1.36M | 0.68% | +424+11.0% | Added |
| Ervin Investment Management, LLC | 4,266 | $1.36M | 0.85% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,262 | $1.36M | 0.44% | −10−0.2% | Reduced |
| Everhart Financial Group, Inc. | 4,254 | $1.36M | 0.16% | +267+6.7% | Added |
| Savvy Advisors, Inc. | 4,246 | $1.35M | 0.09% | +989+30.4% | Added |
| S-Bank Fund Management Ltd | 4,238 | $1.35M | 0.20% | +4,238 | New |
| IFG Advisors, LLC | 4,233 | $1.35M | 0.23% | +3+0.1% | Added |
| J. W. Coons Advisors, LLC | 4,232 | $1.35M | 0.31% | −175−4.0% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $1.34M | 0.11% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,204 | $1.34M | 0.08% | −897−17.6% | Reduced |
| InvesTrust | 4,200 | $1.34M | 0.52% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,200 | $1.34M | 0.05% | +4,200 | New |
| Jamison Private Wealth Management, Inc. | 4,189 | $1.34M | 0.19% | +37+0.9% | Added |
| Riverbend Wealth Management, LLC | 4,185 | $1.33M | 1.01% | +149+3.7% | Added |
| Westpac Banking Corp | 4,180 | $1.33M | 0.09% | −730−14.9% | Reduced |
| Prairie Sky Financial Group LLC | 4,166 | $1.33M | 0.73% | 00.0% | Unchanged |
| Amarillo National Bank | 4,156 | $1.33M | 0.25% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4,152 | $1.32M | 0.00% | +493+13.5% | Added |
| Accurate Wealth Management, LLC | 4,070 | $1.32M | 0.20% | +934+29.8% | Added |
| GeoWealth Management, LLC | 4,144 | $1.32M | 0.05% | −1,770−29.9% | Reduced |
| Hager Investment Management Services, LLC | 4,142 | $1.32M | 0.79% | +244+6.3% | Added |
| Moloney Securities Asset Management, LLC | 4,133 | $1.32M | 0.16% | −101−2.4% | Reduced |
| Fullcircle Wealth LLC | 4,414 | $1.32M | 0.49% | +30+0.7% | Added |
| Bond & Devick Financial Network, Inc. | 4,124 | $1.32M | 0.44% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,122 | $1.31M | 0.06% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 4,115 | $1.31M | 0.05% | +846+25.9% | Added |
| Ellevest, Inc. | 4,100 | $1.31M | 0.21% | +174+4.4% | Added |
| Apella Capital, LLC | 4,047 | $1.31M | 0.04% | +3,055+308.0% | Added |
| Evermay Wealth Management LLC | 4,094 | $1.31M | 0.16% | +111+2.8% | Added |
| Essex Investment Management Co LLC | 4,089 | $1.30M | 0.24% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,058 | $1.29M | 0.18% | +30+0.7% | Added |
| Coastal Investment Advisors, Inc. | 4,047 | $1.29M | 0.51% | +140+3.6% | Added |
| Plancorp, LLC | 4,041 | $1.29M | 0.04% | −574−12.4% | Reduced |
| Oakworth Capital, Inc. | 4,041 | $1.29M | 0.08% | −371−8.4% | Reduced |
| Evanson Asset Management, LLC | 4,040 | $1.29M | 0.08% | +51+1.3% | Added |
| Winebrenner Capital Management LLC | 4,037 | $1.29M | 1.04% | +238+6.3% | Added |
| Ipswich Investment Management Co., Inc. | 4,036 | $1.29M | 0.31% | −55−1.3% | Reduced |
| Trueblood Wealth Management, LLC | 4,011 | $1.28M | 0.53% | +117+3.0% | Added |
| Lazari Capital Management, Inc. | 4,008 | $1.28M | 0.48% | −50−1.2% | Reduced |
| Whelan Financial | 4,005 | $1.28M | 0.46% | +1,190+42.3% | Added |
| Moment Partners, LLC | 4,004 | $1.28M | 0.24% | 00.0% | Unchanged |
| Ulysses Management LLC | 4,000 | $1.28M | 0.28% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,000 | $1.27M | 0.54% | +4,000 | New |
| Promethium Advisors,llc | 3,991 | $1.27M | 0.77% | −45−1.1% | Reduced |
| Next Level Private LLC | 3,991 | $1.27M | 0.41% | +9+0.2% | Added |
| Evelyn Partners Investment Management LLP | 3,949 | $1.26M | 0.04% | −560−12.4% | Reduced |
| Orleans Capital Management Corp | 3,945 | $1.26M | 0.67% | −55−1.4% | Reduced |
| Strategic Investment Advisors | 3,965 | $1.26M | 0.12% | −784−16.5% | Reduced |
| Allegheny Financial Group LTD | 3,920 | $1.25M | 0.28% | −646−14.1% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $1.25M | 0.19% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,886 | $1.24M | 0.12% | −27,639−87.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 3,886 | $1.24M | 0.26% | +600+18.3% | Added |
| Saxon Interests, Inc. | 4,602 | $1.24M | 0.58% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,877 | $1.24M | 0.38% | +1,150+42.2% | Added |
| Bridges Investment Management Inc | 3,864 | $1.23M | 0.02% | +18+0.5% | Added |
| Sunflower Bank, N.A. | 3,857 | $1.23M | 0.31% | −203−5.0% | Reduced |
| Byrne Asset Management LLC | 3,856 | $1.23M | 0.82% | – | – |
| Centerpoint Advisors, LLC | 3,841 | $1.23M | 0.42% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 3,839 | $1.22M | 0.07% | +38+1.0% | Added |
| Notis-McConarty Edward | 3,832 | $1.22M | 0.60% | +3,832 | New |
| Private Wealth Asset Management, LLC | 3,831 | $1.22M | 0.16% | −4,952−56.4% | Reduced |
| MTM Investment Management, LLC | 3,822 | $1.22M | 0.41% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 3,818 | $1.22M | 0.02% | +530+16.1% | Added |
| Creekmur Asset Management LLC | 3,814 | $1.22M | 0.21% | +1,206+46.2% | Added |
| PDT Partners, LLC | 3,800 | $1.21M | 0.07% | +3,800 | New |
| Geneos Wealth Management Inc. | 3,799 | $1.21M | 0.03% | −4,406−53.7% | Reduced |
| United Asset Strategies, Inc. | 3,797 | $1.21M | 0.10% | −338−8.2% | Reduced |
| Great Diamond Partners, LLC | 3,796 | $1.21M | 0.26% | +2,477+187.8% | Added |
| First Western Trust Bank | 3,792 | $1.21M | 0.05% | +7+0.2% | Added |
| Physicians Financial Services, Inc. | 3,790 | $1.21M | 0.36% | +825+27.8% | Added |
| Golden State Wealth Management, LLC | 3,779 | $1.21M | 0.15% | −173−4.4% | Reduced |
| Banque Transatlantique SA | 3,752 | $1.20M | 0.03% | −12,229−76.5% | Reduced |
| Quent Capital, LLC | 3,750 | $1.20M | 0.12% | +173+4.8% | Added |
| Burford Brothers, Inc. | 3,748 | $1.20M | 0.55% | +14+0.4% | Added |
| Skba Capital Management LLC | 3,739 | $1.19M | 0.17% | +32+0.9% | Added |
| MJP Associates Inc | 3,698 | $1.18M | 0.17% | +152+4.3% | Added |
| Centiva Capital, LP | 3,688 | $1.18M | 0.08% | −3,277−47.0% | Reduced |
| Gratus Wealth Advisors, LLC | 3,684 | $1.18M | 0.18% | −30−0.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,923 | $1.17M | 0.63% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,678 | $1.17M | 0.49% | +392+11.9% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.17M | 0.14% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,661 | $1.17M | 0.09% | +1,458+66.2% | Added |
| Watts Gwilliam & Co., LLC | 3,417 | $1.17M | 0.19% | +33+1.0% | Added |
| Verus Capital Partners, LLC | 3,659 | $1.17M | 0.10% | +32+0.9% | Added |
| Proficio Capital Partners LLC | 3,655 | $1.17M | 0.07% | +217+6.3% | Added |
| Cornerstone Wealth Management, LLC | 3,623 | $1.16M | 0.07% | +2+0.1% | Added |
| First Foundation Advisors | 3,620 | $1.15M | 0.04% | +296+8.9% | Added |
| Northside Capital Management, LLC | 3,613 | $1.15M | 0.09% | +1,930+114.7% | Added |
| Saybrook Capital | 3,600 | $1.15M | 0.32% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,595 | $1.15M | 0.09% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,590 | $1.15M | 0.11% | +122+3.5% | Added |
| Strategy Asset Managers LLC | 3,585 | $1.14M | 0.21% | −57−1.6% | Reduced |
| Oak Asset Management, LLC | 3,580 | $1.14M | 0.41% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,555 | $1.13M | 0.05% | −142−3.8% | Reduced |