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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 2,831 | $902.9K | 0.70% | −39−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 2,825 | $901.0K | 0.03% | +10.0% | Added |
| BankPlus Trust Department | 2,823 | $900.5K | 0.27% | +1,512+115.3% | Added |
| one8zero8, LLC | 2,820 | $899.5K | 0.21% | 00.0% | Unchanged |
| Exchange Bank | 2,819 | $899.2K | 0.71% | −170−5.7% | Reduced |
| Warther Private Wealth, LLC | 2,819 | $899.2K | 0.24% | −1,449−34.0% | Reduced |
| Channel Wealth LLC | 2,816 | $898.2K | 0.25% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,808 | $895.7K | 0.39% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,808 | $895.7K | 0.51% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,804 | $894.5K | 1.22% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $893.8K | 0.10% | 00.0% | Unchanged |
| Kearns & Associates LLC | 2,800 | $893.1K | 0.51% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $893.1K | 0.51% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 2,796 | $891.8K | 0.49% | +970+53.1% | Added |
| Fortune Financial Advisors, LLC | 2,795 | $891.4K | 0.72% | −33−1.2% | Reduced |
| MFA Wealth Services | 2,788 | $889.2K | 0.67% | −64−2.2% | Reduced |
| Atlas Private Wealth Advisors | 2,787 | $888.8K | 0.11% | +47+1.7% | Added |
| Guardian Wealth Advisors, LLC | 2,786 | $888.8K | 0.06% | −23−0.8% | Reduced |
| Milestone Asset Management, LLC | 2,785 | $888.6K | 0.19% | −13,041−82.4% | Reduced |
| Founders Financial Securities LLC | 2,781 | $887.2K | 0.07% | −24−0.9% | Reduced |
| Hobbs Group Advisors, LLC | 2,781 | $887.1K | 0.30% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,781 | $887.1K | 0.09% | +227+8.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,780 | $886.8K | 0.05% | +2,780 | New |
| United Community Bank | 2,772 | $884.2K | 0.30% | −481−14.8% | Reduced |
| FFT Wealth Management LLC | 3,000 | $884.2K | 0.17% | 00.0% | Unchanged |
| Benin Management CORP | 2,763 | $881.3K | 0.23% | −1,075−28.0% | Reduced |
| Tritonpoint Wealth, LLC | 2,762 | $880.9K | 0.08% | +92+3.4% | Added |
| Childress Capital Advisors, LLC | 2,760 | $880.5K | 0.22% | +385+16.2% | Added |
| SkyView Investment Advisors, LLC | 2,767 | $878.0K | 0.13% | −20−0.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,751 | $877.5K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,748 | $876.6K | 0.12% | +8+0.3% | Added |
| Indiana Trust & Investment Management CO | 2,745 | $875.6K | 0.29% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,742 | $874.6K | 0.31% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,742 | $874.5K | 0.13% | −124−4.3% | Reduced |
| StoneX Group Inc. | 2,740 | $874.0K | 0.04% | −165−5.7% | Reduced |
| Midwest Financial Group LLC | 2,733 | $871.7K | 0.46% | 00.0% | Unchanged |
| Keel Point, LLC | 2,712 | $865.2K | 0.06% | +227+9.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,710 | $864.4K | 0.14% | +262+10.7% | Added |
| Money Concepts Capital Corp | 2,709 | $864.2K | 0.06% | +69+2.6% | Added |
| Hunter Associates Investment Management LLC | 2,704 | $862.0K | 0.13% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 2,702 | $861.9K | 0.09% | +118+4.6% | Added |
| Borer Denton & Associates, Inc. | 2,687 | $857.1K | 0.30% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,680 | $854.9K | 0.03% | +40+1.5% | Added |
| Castleark Management LLC | 2,675 | $853.3K | 0.03% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,668 | $851.0K | 0.18% | −301−10.1% | Reduced |
| Provenance Wealth Advisors, LLC | 2,664 | $849.8K | 0.12% | −30−1.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,656 | $847.2K | 0.43% | −50−1.8% | Reduced |
| MCF Advisors LLC | 2,648 | $844.5K | 0.06% | +7+0.3% | Added |
| Cherry Tree Wealth Management, LLC | 2,646 | $843.9K | 0.20% | −44−1.6% | Reduced |
| RFP Financial Group LLC | 2,644 | $843.5K | 0.35% | −3−0.1% | Reduced |
| Arrow Financial Corp | 2,634 | $840.2K | 0.09% | −49−1.8% | Reduced |
| Trillium Asset Management, LLC | 2,633 | $840.0K | 0.02% | +284+12.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,629 | $839.0K | 0.05% | +250+10.5% | Added |
| Unified Investment Management | 2,629 | $838.7K | 0.90% | +29+1.1% | Added |
| Waddell & Associates, LLC | 2,628 | $838.3K | 0.09% | +192+7.9% | Added |
| Main Street Financial Solutions, LLC | 2,618 | $835.0K | 0.06% | −56−2.1% | Reduced |
| Inceptionr LLC | 2,610 | $832.5K | 0.19% | +2,610 | New |
| Elefante Mark B | 2,609 | $832.2K | 0.63% | +1,823+231.9% | Added |
| Umpqua Bank | 2,619 | $830.2K | 0.25% | +300+12.9% | Added |
| Pioneer Trust Bank N A | 2,600 | $829.3K | 0.21% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,600 | $829.3K | 0.15% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,600 | $829.3K | 0.23% | +158+6.5% | Added |
| Marietta Investment Partners LLC | 2,598 | $828.7K | 0.18% | −10−0.4% | Reduced |
| Brookwood Investment Group LLC | 2,596 | $827.9K | 0.13% | +732+39.3% | Added |
| Twin Lakes Capital Management, LLC | 2,596 | $827.9K | 0.50% | +4+0.2% | Added |
| Verity & Verity, LLC | 2,593 | $827.1K | 0.07% | −648−20.0% | Reduced |
| Central Bank & Trust Co | 2,591 | $826.5K | 0.14% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,570 | $819.8K | 0.05% | +99+4.0% | Added |
| Sippican Capital Advisors | 2,559 | $816.3K | 0.59% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 2,558 | $816.0K | 0.39% | +75+3.0% | Added |
| Arvest Investments, Inc. | 2,547 | $812.4K | 0.12% | −8−0.3% | Reduced |
| McLean Asset Management Corp | 2,472 | $804.9K | 0.21% | +63+2.6% | Added |
| Mattern Capital Management, LLC | 2,522 | $804.5K | 0.10% | +415+19.7% | Added |
| Burt Wealth Advisors | 2,521 | $804.1K | 0.18% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,508 | $800.0K | 0.13% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 2,506 | $799.4K | 0.34% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 2,500 | $797.4K | 0.38% | +355+16.6% | Added |
| Sage Capital Management, LLC | 2,495 | $795.7K | 0.38% | +10.0% | Added |
| Millington Financial Advisors, LLC | 2,573 | $794.3K | 0.40% | +16+0.6% | Added |
| Auxano Advisors, LLC | 2,479 | $790.8K | 0.18% | +25+1.0% | Added |
| DT Investment Partners, LLC | 2,475 | $789.5K | 0.07% | 00.0% | Unchanged |
| Outfitter Financial LLC | 2,460 | $784.7K | 0.67% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,457 | $783.7K | 0.01% | −1,089−30.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,433 | $776.1K | 0.24% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,430 | $775.1K | 0.09% | +669+38.0% | Added |
| Kozak & Associates, Inc. | 2,438 | $773.8K | 0.16% | +604+32.9% | Added |
| Acadian Asset Management LLC | 2,410 | $768.0K | 0.00% | +1,460+153.7% | Added |
| LS Investment Advisors, LLC | 2,406 | $767.5K | 0.11% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 2,400 | $765.6K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $765.6K | 0.46% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,399 | $765.2K | 0.15% | −4−0.2% | Reduced |
| Aviso Wealth Management | 2,397 | $764.5K | 0.36% | +11+0.5% | Added |
| PFC Capital Group, Inc. | 2,397 | $764.0K | 0.35% | −165−6.4% | Reduced |
| Union Savings Bank | 2,545 | $761.7K | 0.35% | −209−7.6% | Reduced |
| Millstone Evans Group, LLC | 2,387 | $761.4K | 0.52% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,386 | $761.1K | 0.14% | +1,147+92.6% | Added |
| Consultiva Wealth Management, Corp. | 2,382 | $759.8K | 2.34% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,380 | $759.2K | 0.21% | +2+0.1% | Added |
| Marino, Stram & Associates LLC | 2,377 | $758.3K | 0.15% | +10.0% | Added |
| Monetary Management Group Inc | 2,375 | $757.6K | 0.19% | 00.0% | Unchanged |