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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 2,362 | $753.4K | 0.11% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,358 | $752.0K | 0.10% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,355 | $751.1K | 0.06% | −10.0% | Reduced |
| Bristol John W & Co Inc | 2,351 | $749.9K | 0.01% | −331−12.3% | Reduced |
| One Wealth Advisors, LLC | 2,350 | $749.6K | 0.10% | +8+0.3% | Added |
| WMG Financial Advisors, LLC | 2,349 | $749.3K | 0.28% | −4−0.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,348 | $749.0K | 0.09% | +10+0.4% | Added |
| Athena Investment Management | 2,347 | $748.6K | 0.42% | −6−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,344 | $747.5K | 0.06% | −203−8.0% | Reduced |
| Lavaca Capital LLC | 2,342 | $747.1K | 0.31% | +104+4.6% | Added |
| West Family Investments, Inc. | 2,339 | $746.1K | 0.19% | +543+30.2% | Added |
| VisionPoint Advisory Group, LLC | 2,326 | $741.9K | 0.16% | +214+10.1% | Added |
| Sunbelt Securities, Inc. | 2,500 | $741.9K | 0.07% | +32+1.3% | Added |
| David Loasby | 2,519 | $741.4K | 0.06% | +782+45.0% | Added |
| Diversified Enterprises, LLC | 2,324 | $741.2K | 0.06% | −131−5.3% | Reduced |
| OneAscent Financial Services LLC | 2,312 | $739.0K | 0.05% | −3,978−63.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,315 | $738.0K | 0.29% | 00.0% | Unchanged |
| MWA Asset Management | 2,313 | $737.7K | 0.45% | −64−2.7% | Reduced |
| Integrated Quantitative Investments LLC | 2,311 | $737.2K | 0.22% | +2,311 | New |
| Signature Estate & Investment Advisors LLC | 2,309 | $736.7K | 0.02% | +77+3.4% | Added |
| Regatta Capital Group, LLC | 2,302 | $734.2K | 0.13% | −54−2.3% | Reduced |
| Traphagen Investment Advisors LLC | 287 | $729.6K | 0.07% | −2,081−87.9% | Reduced |
| Seven Mile Advisory | 2,286 | $729.2K | 0.44% | +56+2.5% | Added |
| Nine Masts Capital Ltd | 2,284 | $728.5K | 0.29% | +2,284 | New |
| Clear Harbor Asset Management, LLC | 2,281 | $727.6K | 0.05% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 2,279 | $727.0K | 0.23% | +2,279 | New |
| Advisory Alpha, LLC | 2,277 | $726.4K | 0.02% | +417+22.4% | Added |
| Drucker Wealth 3.0, LLC | 2,278 | $723.2K | 0.14% | +281+14.1% | Added |
| Roberts Capital Advisors, LLC | 2,263 | $721.9K | 0.53% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 2,262 | $721.4K | 0.38% | −252−10.0% | Reduced |
| Tanager Wealth Management LLP | 2,260 | $720.9K | 0.09% | −536−19.2% | Reduced |
| All Terrain Financial Advisors, LLC | 2,259 | $720.6K | 0.26% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,256 | $719.6K | 0.03% | +323+16.7% | Added |
| Birch Hill Investment Advisors LLC | 2,250 | $717.7K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,663 | $716.5K | 0.06% | −400−13.1% | Reduced |
| Gradient Investments LLC | 2,241 | $714.8K | 0.01% | −45,526−95.3% | Reduced |
| Partnership Wealth Management, LLC | 2,238 | $713.8K | 0.58% | +53+2.4% | Added |
| Round Rock Advisors, LLC | 2,232 | $712.0K | 0.12% | −182−7.5% | Reduced |
| SGL Investment Advisors, Inc. | 2,237 | $709.1K | 0.34% | +1,418+173.1% | Added |
| Good Life Advisors, LLC | 2,218 | $707.4K | 0.04% | +48+2.2% | Added |
| Chapin Davis, Inc. | 2,217 | $707.1K | 0.20% | −12−0.5% | Reduced |
| Howland Capital Management LLC | 2,216 | $706.9K | 0.03% | +90+4.2% | Added |
| RiverFront Investment Group, LLC | 2,216 | $706.9K | 0.01% | +604+37.5% | Added |
| Breakwater Capital Group | 2,214 | $706.2K | 0.12% | −125−5.3% | Reduced |
| Tower Wealth Partners, Inc. | 2,212 | $705.6K | 0.42% | −10−0.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,215 | $705.0K | 0.29% | −60−2.6% | Reduced |
| Berger Financial Group, Inc | 2,201 | $702.1K | 0.05% | +14+0.6% | Added |
| Security National Bank of So Dak | 2,200 | $701.8K | 0.38% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,196 | $700.5K | 0.37% | +62+2.9% | Added |
| Coign Capital Advisors LLC | 2,191 | $698.9K | 0.47% | +38+1.8% | Added |
| Quantum Private Wealth, LLC | 2,190 | $698.6K | 0.23% | 00.0% | Unchanged |
| Camden National Bank | 2,185 | $697.0K | 0.10% | +106+5.1% | Added |
| Acropolis Investment Management, LLC | 2,177 | $694.4K | 0.04% | +26+1.2% | Added |
| Simplicity Wealth,LLC | 2,172 | $692.5K | 0.03% | +1,202+123.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,170 | $692.2K | 0.25% | +104+5.0% | Added |
| Charter Trust Co | 2,167 | $691.2K | 0.04% | −36−1.6% | Reduced |
| Bangor Savings Bank | 2,165 | $690.6K | 0.06% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,159 | $689.0K | 0.07% | +81+3.9% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 2,159 | $688.6K | 0.17% | +390+22.0% | Added |
| Wela Strategies, Inc. | 2,149 | $685.6K | 0.27% | +117+5.8% | Added |
| Polymer Capital Management (US) LLC | 2,144 | $683.9K | 0.11% | −21−1.0% | Reduced |
| Addison Capital Co | 2,144 | $683.9K | 0.24% | 00.0% | Unchanged |
| Curat Global, LLC | 2,140 | $682.6K | 0.65% | −935−30.4% | Reduced |
| Wisconsin Wealth Advisors, LLC | 2,138 | $681.9K | 0.78% | −22−1.0% | Reduced |
| Cypress Capital Group | 2,137 | $681.7K | 0.08% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,137 | $681.6K | 0.12% | +19+0.9% | Added |
| Adirondack Trust Co | 2,134 | $680.7K | 0.25% | −14−0.7% | Reduced |
| MONECO Advisors, LLC | 2,133 | $680.4K | 0.06% | +15+0.7% | Added |
| Phoenix Wealth Advisors | 2,132 | $680.1K | 0.28% | −34−1.6% | Reduced |
| Zions Bancorporation, National Association | 2,131 | $679.7K | 0.04% | +188+9.7% | Added |
| Horizon Family Wealth, Inc. | 2,128 | $678.6K | 0.41% | +7+0.3% | Added |
| Wealth Architects, LLC | 2,118 | $675.6K | 0.07% | +22+1.0% | Added |
| Capital Advisors Inc | 2,116 | $675.0K | 0.01% | +32+1.5% | Added |
| Philip James Wealth Mangement, LLC | 2,116 | $675.0K | 0.09% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,111 | $673.4K | 0.02% | +500+31.0% | Added |
| Calton & Associates, Inc. | 2,108 | $672.5K | 0.12% | +88+4.4% | Added |
| Macroview Investment Management LLC | 2,104 | $671.1K | 0.55% | +4+0.2% | Added |
| AlphaCore Capital LLC | 2,102 | $670.4K | 0.03% | +925+78.6% | Added |
| Silver Lake Advisory, LLC | 2,101 | $670.1K | 0.29% | −187−8.2% | Reduced |
| Rossmore Private Capital | 2,090 | $666.6K | 0.08% | +180+9.4% | Added |
| Astoria Portfolio Advisors LLC. | 2,162 | $666.5K | 0.19% | +58+2.8% | Added |
| Davis Investment Partners, LLC | 2,065 | $666.1K | 0.24% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,082 | $664.1K | 0.16% | +5+0.2% | Added |
| State of Wyoming | 2,077 | $662.5K | 0.08% | +1,442+227.1% | Added |
| Keystone Financial Group | 2,076 | $662.4K | 0.06% | +206+11.0% | Added |
| Aberdeen Wealth Management LLC | 2,076 | $662.2K | 0.44% | 00.0% | Unchanged |
| Aries Wealth Management | 2,073 | $661.2K | 0.17% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,072 | $660.9K | 0.02% | −10−0.5% | Reduced |
| LM Advisors LLC | 2,068 | $660.0K | 0.08% | −12−0.6% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,066 | $659.0K | 0.06% | +164+8.6% | Added |
| Pacitti Group Inc. | 2,056 | $655.9K | 0.28% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,049 | $653.6K | 0.17% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,048 | $653.3K | 0.04% | −198−8.8% | Reduced |
| Sax Wealth Advisors, LLC | 2,048 | $653.1K | 0.04% | +72+3.6% | Added |
| Strategies Wealth Advisors, LLC | 2,047 | $653.0K | 0.07% | +1,265+161.8% | Added |
| Tiemann Investment Advisors, LLC | 2,044 | $652.0K | 0.27% | −180−8.1% | Reduced |
| Clarendon Private LLC | 2,040 | $650.7K | 0.63% | +447+28.1% | Added |
| Waters Parkerson & Co., LLC | 2,036 | $649.4K | 0.03% | −59−2.8% | Reduced |
| Stanley-Laman Group, Ltd. | 2,035 | $649.1K | 0.10% | −491−19.4% | Reduced |
| Compass Capital Corp | 2,035 | $648.6K | 0.31% | 00.0% | Unchanged |