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 |
|---|---|---|---|---|---|
| Atala Financial Inc | 2,032 | $648.2K | 0.45% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,029 | $647.2K | 0.37% | +19+0.9% | Added |
| KKM Financial LLC | 2,025 | $645.9K | 0.22% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,025 | $645.9K | 0.18% | +11+0.5% | Added |
| Sonora Investment Management Group, LLC | 2,025 | $645.9K | 0.05% | +549+37.2% | Added |
| BridgePort Financial Solutions, LLC | 2,024 | $645.5K | 0.21% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,023 | $645.3K | 0.08% | +135+7.2% | Added |
| KPP Advisory Services LLC | 2,020 | $644.3K | 0.11% | −6−0.3% | Reduced |
| David R. Rahn & Associates Inc. | 2,018 | $643.7K | 0.17% | +2,018 | New |
| Sunburst Financial Group, LLC | 2,012 | $641.8K | 0.14% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,011 | $641.5K | 0.10% | +9+0.4% | Added |
| Ballast Advisors LLC | 2,007 | $640.2K | 0.19% | +17+0.9% | Added |
| Precedent Wealth Partners, LLC | 2,002 | $638.6K | 0.16% | −115−5.4% | Reduced |
| Magnolia Capital Management Ltd | 2,000 | $638.0K | 0.51% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,000 | $638.0K | 0.10% | −965−32.5% | Reduced |
| Crumly & Associates Inc. | 2,000 | $638.0K | 0.16% | −122−5.7% | Reduced |
| Harbor Advisors LLC | 2,000 | $638.0K | 0.10% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 2,000 | $638.0K | 0.33% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,000 | $638.0K | 0.61% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,999 | $637.7K | 0.19% | +1,408+238.2% | Added |
| Triangle Securities Wealth Management | 1,999 | $637.6K | 0.16% | −738−27.0% | Reduced |
| Genesee Capital Advisors, LLC | 1,991 | $635.1K | 0.28% | +5+0.3% | Added |
| Raleigh Capital Management Inc. | 1,990 | $634.8K | 0.27% | −178−8.2% | Reduced |
| Allen Investment Management LLC | 1,976 | $630.3K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,965 | $626.8K | 0.13% | +2+0.1% | Added |
| Davidson Trust Co | 1,959 | $624.9K | 0.29% | 00.0% | Unchanged |
| Sentinus, LLC | 1,952 | $622.6K | 0.15% | +224+13.0% | Added |
| Howe & Rusling Inc | 1,948 | $621.4K | 0.05% | +71+3.8% | Added |
| Pictet & Cie (Europe) SA | 1,945 | $620.4K | 0.01% | −1,145−37.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,953 | $618.5K | 0.42% | +43+2.3% | Added |
| Independent Family Office, LLC | 1,932 | $616.3K | 0.29% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,929 | $615.2K | 0.52% | +20+1.0% | Added |
| Keudell/Morrison Wealth Management | 1,927 | $614.7K | 0.14% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 1,920 | $612.4K | 0.05% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 1,900 | $606.1K | 0.26% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $606.0K | 0.32% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,899 | $605.7K | 0.04% | +307+19.3% | Added |
| Phoenix Holdings Ltd. | 1,891 | $602.6K | 0.01% | +1,039+121.9% | Added |
| Prairieview Wealth Partners, LLC | 1,889 | $602.6K | 0.63% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,888 | $602.5K | 0.24% | −1,586−45.7% | Reduced |
| Nautilus Advisors LLC | 1,885 | $601.2K | 0.44% | +341+22.1% | Added |
| Mechanics Financial Corp | 1,876 | $598.4K | 0.25% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,874 | $598.0K | 0.00% | +1,102+142.7% | Added |
| Sterling Investment Advisors, Ltd. | 1,872 | $597.2K | 0.13% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,870 | $596.5K | 0.31% | −3−0.2% | Reduced |
| Petros Family Wealth, LLC | 1,865 | $594.9K | 0.54% | +204+12.3% | Added |
| Advisor Resource Council | 1,862 | $593.9K | 0.29% | −878−32.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,860 | $593.3K | 0.12% | +5+0.3% | Added |
| Davis R M Inc | 1,854 | $591.4K | 0.01% | +322+21.0% | Added |
| Whitener Capital Management, Inc. | 1,845 | $588.5K | 0.16% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,839 | $586.6K | 0.06% | −45−2.4% | Reduced |
| Plan A Wealth LLC | 1,838 | $586.3K | 0.33% | +879+91.7% | Added |
| Abel Hall, LLC | 1,838 | $586.3K | 0.27% | +310+20.3% | Added |
| Pines Wealth Management, LLC | 1,785 | $585.7K | 0.21% | −130−6.8% | Reduced |
| Heritage Wealth Management, Inc. | 1,834 | $585.0K | 0.19% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,829 | $583.4K | 0.01% | +7+0.4% | Added |
| LMCG Investments, LLC | 1,829 | $583.4K | 0.04% | −154−7.8% | Reduced |
| Schubert & Co | 1,826 | $582.5K | 0.41% | +142+8.4% | Added |
| Fairbanks Capital Management, Inc. | 1,825 | $582.1K | 0.33% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 1,824 | $581.8K | 0.10% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,822 | $581.2K | 0.19% | −6−0.3% | Reduced |
| Wealthquest Corp | 1,818 | $579.9K | 0.05% | +46+2.6% | Added |
| Retirement Planning Group | 1,817 | $579.5K | 0.02% | +169+10.3% | Added |
| Tripletail Wealth Management, LLC | 1,955 | $579.2K | 0.83% | +1,955 | New |
| Accel Wealth Management | 1,806 | $576.2K | 0.19% | +144+8.7% | Added |
| Flagship Private Wealth, LLC | 1,806 | $576.0K | 0.24% | +1+0.1% | Added |
| Silverberg Bernstein Capital Management LLC | 1,800 | $574.2K | 0.39% | +1,800 | New |
| Brady Martz Wealth Solutions, LLC | 1,799 | $573.9K | 0.11% | +1+0.1% | Added |
| Transcend Wealth Collective, LLC | 1,798 | $573.4K | 0.04% | −442−19.7% | Reduced |
| Cromwell Holdings LLC | 1,793 | $571.9K | 0.35% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,793 | $571.8K | 0.15% | 00.0% | Unchanged |
| GTS Securities LLC | 1,791 | $571.3K | 0.03% | −1,860−50.9% | Reduced |
| Alteri Wealth LLC | 1,785 | $569.3K | 0.22% | +217+13.8% | Added |
| Fairtree Asset Management (Pty) Ltd | 1,783 | $568.7K | 0.43% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,781 | $568.1K | 0.08% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,780 | $567.8K | 0.03% | −9−0.5% | Reduced |
| Wrapmanager Inc | 1,778 | $567.4K | 0.14% | +19+1.1% | Added |
| Sage Private Wealth Group, LLC | 1,771 | $565.2K | 0.36% | −87−4.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,767 | $563.6K | 0.07% | +1,767 | New |
| Sovereign Financial Group, Inc. | 1,764 | $562.7K | 0.12% | +153+9.5% | Added |
| SRN Advisors, LLC | 1,764 | $562.7K | 0.51% | −1,186−40.2% | Reduced |
| Arcataur Capital Management LLC | 1,760 | $561.4K | 0.18% | −10−0.6% | Reduced |
| Legacy Financial Strategies, LLC | 1,758 | $560.8K | 0.11% | +182+11.5% | Added |
| Silverlake Wealth Management LLC | 1,757 | $560.3K | 0.16% | +503+40.1% | Added |
| Liberty Wealth Management LLC | 1,751 | $558.6K | 0.09% | −88−4.8% | Reduced |
| Kathmere Capital Management, LLC | 1,745 | $556.6K | 0.04% | −141−7.5% | Reduced |
| FSM Wealth Advisors, LLC | 1,720 | $555.0K | 0.09% | +942+121.1% | Added |
| Ellis Investment Partners, LLC | 1,739 | $554.6K | 0.11% | +1+0.1% | Added |
| Sivia Capital Partners, LLC | 1,738 | $554.4K | 0.19% | +200+13.0% | Added |
| Barton Investment Management | 1,735 | $553.4K | 0.06% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 1,731 | $552.2K | 0.10% | −310−15.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,725 | $550.0K | 0.15% | −266−13.4% | Reduced |
| Hemington Wealth Management | 1,725 | $550.0K | 0.08% | +64+3.9% | Added |
| Klingman & Associates, LLC | 1,724 | $549.9K | 0.03% | +893+107.5% | Added |
| Carter Financial Group, INC. | 1,724 | $549.8K | 0.36% | +1,724 | New |
| Centaurus Financial, Inc. | 1,719 | $548.0K | 0.03% | +281+19.5% | Added |
| Victory Financial Group, LLC | 1,717 | $547.7K | 0.09% | +627+57.5% | Added |
| Reyes Financial Architecture, Inc. | 1,712 | $546.1K | 0.47% | +187+12.3% | Added |
| Future Fund LLC | 1,709 | $545.1K | 0.24% | −1,212−41.5% | Reduced |
| Lake Street Financial LLC | 1,709 | $545.1K | 0.08% | +10+0.6% | Added |