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
- 2,720
- +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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Delaney Dennis R | 3,542 | $1.13M | 0.58% | +1,502+73.6% | Added |
| Pure Financial Advisors, Inc. | 3,541 | $1.13M | 0.02% | +865+32.3% | Added |
| 180 Wealth Advisors, LLC | 3,536 | $1.13M | 0.16% | −67−1.9% | Reduced |
| Thoroughbred Financial Services, LLC | 3,534 | $1.13M | 0.08% | −3,296−48.3% | Reduced |
| Revisor Wealth Management LLC | 3,441 | $1.12M | 0.40% | +26+0.8% | Added |
| Navis Wealth Advisors, LLC | 3,508 | $1.12M | 0.94% | −40−1.1% | Reduced |
| Platform Technology Partners | 3,502 | $1.12M | 0.29% | +10.0% | Added |
| Linden Thomas Advisory Services, LLC | 3,497 | $1.12M | 0.12% | −10,649−75.3% | Reduced |
| Knightsbridge Asset Management, LLC | 3,495 | $1.11M | 0.25% | +129+3.8% | Added |
| Alexander Randolph Advisory, Inc. | 3,488 | $1.11M | 1.00% | −224−6.0% | Reduced |
| Hills Bank & Trust Co | 3,487 | $1.11M | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,478 | $1.11M | 0.06% | −19−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 3,468 | $1.11M | 0.15% | +195+6.0% | Added |
| Alerus Financial NA | 3,467 | $1.11M | 0.08% | −6−0.2% | Reduced |
| Lewis Asset Management, LLC | 3,464 | $1.10M | 0.52% | +560+19.3% | Added |
| Dempze Nancy E | 3,459 | $1.10M | 0.64% | +2,344+210.2% | Added |
| SeaCrest Wealth Management, LLC | 3,451 | $1.10M | 0.12% | +247+7.7% | Added |
| Altfest L J & Co Inc | 3,437 | $1.10M | 0.13% | +219+6.8% | Added |
| Schear Investment Advisers, LLC | 3,436 | $1.10M | 0.54% | +1,318+62.2% | Added |
| Cadent Capital Advisors, LLC | 3,430 | $1.09M | 0.36% | +163+5.0% | Added |
| Defined Wealth Management, LLC | 3,428 | $1.09M | 0.68% | +4+0.1% | Added |
| MidWestOne Financial Group, Inc. | 3,417 | $1.09M | 0.14% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 3,414 | $1.09M | 0.41% | +176+5.4% | Added |
| Financial Management Network Inc | 3,315 | $1.09M | 0.19% | +91+2.8% | Added |
| Embree Financial Group | 3,397 | $1.08M | 0.16% | +230+7.3% | Added |
| Hendley & Co Inc | 3,390 | $1.08M | 0.38% | +375+12.4% | Added |
| Sigma Investment Counselors Inc | 3,376 | $1.08M | 0.06% | +70+2.1% | Added |
| Conway Capital Management, Inc. | 3,375 | $1.08M | 0.48% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,360 | $1.07M | 0.35% | +385+12.9% | Added |
| PDS Planning, Inc | 3,358 | $1.07M | 0.08% | +141+4.4% | Added |
| Strategic Wealth Designers | 3,357 | $1.07M | 1.55% | +150+4.7% | Added |
| Texas Yale Capital Corp. | 3,348 | $1.07M | 0.03% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,341 | $1.07M | 0.88% | +3,341 | New |
| Bell Bank | 3,333 | $1.06M | 0.05% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 3,321 | $1.06M | 0.13% | +21+0.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,318 | $1.06M | 0.29% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,292 | $1.05M | 0.13% | +29+0.9% | Added |
| Richwood Investment Advisors, LLC | 3,292 | $1.05M | 0.86% | +10.0% | Added |
| Bahl & Gaynor Inc | 3,291 | $1.05M | 0.01% | +33+1.0% | Added |
| DSG Capital Advisors, LLC | 3,288 | $1.05M | 0.19% | +3,288 | New |
| WBH Advisory Inc | 3,282 | $1.05M | 0.09% | −285−8.0% | Reduced |
| LVW Advisors, LLC | 3,264 | $1.04M | 0.12% | +258+8.6% | Added |
| Cetera Trust Company, N.A | 3,260 | $1.04M | 0.62% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,260 | $1.04M | 0.16% | +248+8.2% | Added |
| Hartford Financial Management Inc. | 3,256 | $1.04M | 0.28% | −2−0.1% | Reduced |
| CFO4Life Group, LLC | 3,247 | $1.04M | 0.16% | +98+3.1% | Added |
| Paul Damon & Associates, Inc. | 3,242 | $1.03M | 0.54% | +1,076+49.7% | Added |
| Matrix Asset Advisors Inc | 3,216 | $1.03M | 0.10% | +29+0.9% | Added |
| Tufton Capital Management | 3,213 | $1.02M | 0.19% | −1,349−29.6% | Reduced |
| Park Edge Advisors, LLC | 3,207 | $1.02M | 0.26% | −367−10.3% | Reduced |
| Green Harvest Asset Management LLC | 3,197 | $1.02M | 0.02% | −1,589−33.2% | Reduced |
| Old Mission Investment Co LLC | 3,193 | $1.02M | 0.28% | +4+0.1% | Added |
| US Asset Management LLC | 3,183 | $1.02M | 0.88% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,174 | $1.01M | 0.08% | +39+1.2% | Added |
| Pekin Hardy Strauss, Inc. | 3,172 | $1.01M | 0.12% | −100−3.1% | Reduced |
| Tang Capital Management LLC | 3,168 | $1.01M | 0.05% | −498−13.6% | Reduced |
| Talon Private Wealth, LLC | 3,153 | $1.01M | 0.14% | +314+11.1% | Added |
| Armis Advisers, LLC | 3,147 | $1.00M | 0.08% | +1,984+170.6% | Added |
| Great Valley Advisor Group, Inc. | 3,147 | $1.00M | 0.02% | −185−5.6% | Reduced |
| Tradition Wealth Management, LLC | 3,135 | $1.00M | 0.08% | +41+1.3% | Added |
| Portside Wealth Group, LLC | 3,133 | $999.4K | 0.15% | −95−2.9% | Reduced |
| Clean Yield Group | 3,095 | $987.2K | 0.30% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 3,081 | $982.8K | 0.24% | +9+0.3% | Added |
| Westmount Partners, LLC | 3,077 | $981.5K | 0.27% | −245−7.4% | Reduced |
| Kidder Stephen W | 3,075 | $980.9K | 0.29% | +3,075 | New |
| Simplex Trading, LLC | 3,075 | $980.0K | 0.03% | +3,075 | New |
| Brucke Financial, Inc. | 3,071 | $979.6K | 0.68% | −243−7.3% | Reduced |
| Steel Peak Wealth Management LLC | 3,062 | $976.8K | 0.04% | −578−15.9% | Reduced |
| Trust Co of Virginia | 3,060 | $976.1K | 0.09% | +1,684+122.4% | Added |
| Harbour Investment Management LLC | 3,050 | $972.9K | 0.42% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 3,042 | $970.4K | 0.21% | −228−7.0% | Reduced |
| WBI Investments | 3,040 | $969.8K | 0.25% | +3,040 | New |
| Hanson & Doremus Investment Management | 3,034 | $968.0K | 0.13% | −881−22.5% | Reduced |
| Strategic Blueprint, LLC | 3,027 | $965.7K | 0.05% | +6+0.2% | Added |
| Scissortail Wealth Management, LLC | 3,017 | $962.4K | 0.23% | −20−0.7% | Reduced |
| Cooper Financial Group | 3,012 | $960.9K | 0.11% | +295+10.9% | Added |
| Resolute Wealth Strategies, LLC | 3,008 | $959.6K | 0.51% | −1,313−30.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,005 | $958.0K | 0.05% | −209−6.5% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $956.9K | 0.29% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,984 | $951.8K | 0.51% | −62−2.0% | Reduced |
| Chapman Financial Group, LLC | 2,953 | $941.9K | 0.80% | +2,953 | New |
| Quotient Wealth Partners, LLC | 2,952 | $941.7K | 0.03% | +572+24.0% | Added |
| Linscomb & Williams, Inc. | 2,944 | $939.1K | 0.04% | −59−2.0% | Reduced |
| Outlook Wealth Advisors, LLC | 2,937 | $936.8K | 0.24% | −27−0.9% | Reduced |
| Centennial Bank | 2,931 | $934.9K | 0.39% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,914 | $929.4K | 0.31% | +413+16.5% | Added |
| Cambridge Advisors Inc. | 2,910 | $928.2K | 0.19% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,907 | $927.3K | 0.06% | +634+27.9% | Added |
| Sentry Investment Management LLC | 2,925 | $927.0K | 0.51% | 00.0% | Unchanged |
| Essex Savings Bank | 2,900 | $925.0K | 0.22% | +38+1.3% | Added |
| LongView Wealth Management | 2,900 | $924.9K | 0.28% | +105+3.8% | Added |
| TCG Advisory Services, LLC | 2,898 | $924.3K | 0.03% | +481+19.9% | Added |
| Bath Savings Trust Co | 2,891 | $922.2K | 0.09% | −25−0.9% | Reduced |
| Purus Wealth Management, LLC | 2,881 | $919.0K | 0.32% | −13−0.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,881 | $919.0K | 0.14% | −467−13.9% | Reduced |
| Founders Financial Alliance, LLC | 2,880 | $918.7K | 0.21% | +124+4.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,858 | $911.6K | 0.12% | +601+26.6% | Added |
| International Assets Investment Management, LLC | 2,852 | $909.7K | 0.07% | −387−11.9% | Reduced |
| Legal Advantage Investments, Inc. | 2,850 | $909.1K | 0.43% | 00.0% | Unchanged |
| SPC Financial, Inc. | 2,834 | $903.9K | 0.08% | +5+0.2% | Added |