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 |
|---|---|---|---|---|---|
| Cache Advisors, LLC | 1,708 | $544.8K | 0.15% | +1,708 | New |
| NFP Retirement, Inc. | 1,708 | $544.8K | 0.04% | +13+0.8% | Added |
| Oxbow Advisors, LLC | 1,704 | $543.7K | 0.06% | +51+3.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,702 | $542.9K | 0.27% | +380+28.7% | Added |
| Navellier & Associates Inc | 1,700 | $542.3K | 0.07% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 1,700 | $542.3K | 0.01% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 1,699 | $541.9K | 0.33% | −952−35.9% | Reduced |
| 1858 Wealth Management, LLC | 1,699 | $541.9K | 0.40% | +26+1.6% | Added |
| Impact Capital Partners LLC | 1,691 | $539.4K | 0.18% | +79+4.9% | Added |
| Apexium Financial, LP | 1,689 | $538.8K | 0.03% | +25+1.5% | Added |
| Harbour Trust & Investment Management Co | 1,687 | $538.1K | 0.06% | 00.0% | Unchanged |
| True North Advisors, LLC | 1,683 | $537.0K | 0.10% | +235+16.2% | Added |
| Heritage Investment Group, Inc. | 1,681 | $536.2K | 0.09% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,677 | $534.8K | 0.04% | +660+64.9% | Added |
| Amplius Wealth Advisors, LLC | 1,676 | $534.6K | 0.05% | +46+2.8% | Added |
| Fountainhead AM, LLC | 1,675 | $534.4K | 0.08% | −40−2.3% | Reduced |
| City Holding Co | 1,674 | $533.9K | 0.07% | 00.0% | Unchanged |
| TFR Capital, LLC. | 1,673 | $533.7K | 0.19% | +267+19.0% | Added |
| Trilogy Capital Inc. | 1,671 | $533.0K | 0.03% | +68+4.2% | Added |
| Exencial Wealth Advisors, LLC | 1,658 | $528.9K | 0.02% | −6−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,654 | $527.6K | 0.36% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,649 | $526.1K | 0.06% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,647 | $525.0K | 0.03% | −40−2.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,645 | $524.9K | 0.04% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,643 | $524.1K | 0.19% | −1−0.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,642 | $523.8K | 0.14% | −7−0.4% | Reduced |
| Ancora Advisors, LLC | 1,642 | $523.6K | 0.01% | +30+1.9% | Added |
| Brown Miller Wealth Management, LLC | 1,640 | $523.1K | 0.16% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,635 | $521.5K | 0.02% | +1,635 | New |
| Dearborn Partners LLC | 1,634 | $521.2K | 0.02% | −17−1.0% | Reduced |
| Richard W. Paul & Associates, LLC | 1,621 | $517.2K | 0.19% | −10−0.6% | Reduced |
| Silver Oak Securities, Inc | 1,618 | $516.1K | 0.04% | +44+2.8% | Added |
| Peterson Wealth Services | 1,615 | $515.2K | 0.14% | +2+0.1% | Added |
| Rockbridge Investment Management, LCC | 1,615 | $515.2K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,614 | $514.9K | 0.25% | +160+11.0% | Added |
| Readystate Asset Management LP | 1,613 | $514.5K | 0.02% | −918−36.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,610 | $513.5K | 0.17% | +3+0.2% | Added |
| Northeast Financial Consultants Inc | 1,609 | $513.2K | 0.02% | −37−2.2% | Reduced |
| MBL Wealth, LLC | 1,609 | $513.2K | 0.05% | −25−1.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,603 | $511.3K | 0.09% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,600 | $510.4K | 0.13% | −800−33.3% | Reduced |
| Integrity Alliance, LLC. | 1,599 | $510.1K | 0.03% | −552−25.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,599 | $510.0K | 0.08% | +175+12.3% | Added |
| Valmark Advisers, Inc. | 1,598 | $509.8K | 0.01% | +125+8.5% | Added |
| XML Financial, LLC | 1,598 | $509.7K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,593 | $508.2K | 0.10% | −3−0.2% | Reduced |
| Allred Capital Management, LLC | 1,591 | $507.6K | 0.19% | −198−11.1% | Reduced |
| Advus Financial Partners, LLC | 1,591 | $507.6K | 0.13% | −120−7.0% | Reduced |
| KFA Private Wealth Group, LLC | 1,589 | $506.9K | 0.16% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 1,588 | $506.6K | 0.08% | +3+0.2% | Added |
| Fragasso Group Inc. | 1,585 | $505.6K | 0.03% | +101+6.8% | Added |
| Rebalance, LLC | 1,585 | $505.6K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,567 | $505.4K | 0.27% | −184−10.5% | Reduced |
| Global Assets Advisory, LLC | 1,565 | $504.7K | 0.20% | −966−38.2% | Reduced |
| Fairfield, Bush & Co. | 1,580 | $504.0K | 0.28% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,570 | $500.8K | 0.06% | −504−24.3% | Reduced |
| Agate Pass Investment Management, LLC | 1,570 | $500.7K | 0.21% | 00.0% | Unchanged |
| Motco | 1,668 | $499.2K | 0.05% | −24−1.4% | Reduced |
| Burney Co | 1,564 | $498.9K | 0.02% | −125−7.4% | Reduced |
| TradeWell Securities, LLC. | 1,564 | $498.9K | 0.24% | +1,564 | New |
| Fidelity D & D Bancorp Inc | 1,560 | $497.6K | 0.30% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,558 | $497.0K | 0.04% | −129−7.6% | Reduced |
| North Capital, Inc. | 1,555 | $496.1K | 0.43% | −2−0.1% | Reduced |
| Toth Financial Advisory Corp | 1,553 | $495.5K | 0.06% | +1+0.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,541 | $491.0K | 0.18% | +1,541 | New |
| First National Bank | 1,537 | $490.3K | 0.28% | −10−0.6% | Reduced |
| Trustmark National Bank Trust Department | 1,530 | $488.0K | 0.03% | −363−19.2% | Reduced |
| Windsor Capital Management, LLC | 1,529 | $487.9K | 0.14% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,524 | $486.2K | 0.03% | +134+9.6% | Added |
| Investors Research Corp | 1,524 | $486.1K | 0.10% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 1,522 | $485.5K | 0.05% | +1,522 | New |
| Balentine LLC | 1,519 | $484.5K | 0.02% | −2,879−65.5% | Reduced |
| Old North State Trust, LLC | 1,517 | $484.0K | 0.33% | +574+60.9% | Added |
| Optima Capital LLC | 1,515 | $483.3K | 0.26% | −382−20.1% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,514 | $482.9K | 0.14% | +198+15.0% | Added |
| 626 Financial, LLC | 1,514 | $482.9K | 0.23% | −28−1.8% | Reduced |
| Atlantic Trust, LLC | 1,510 | $481.7K | 0.09% | −104−6.4% | Reduced |
| MV Capital Management, Inc. | 1,510 | $481.7K | 0.05% | −12−0.8% | Reduced |
| Compass Ion Advisors, LLC | 1,510 | $481.7K | 0.05% | +10+0.7% | Added |
| Northwest Bancshares, Inc. | 1,509 | $481.3K | 0.08% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 1,506 | $480.4K | 1.38% | +1,506 | New |
| Jaffetilchin Investment Partners, LLC | 1,501 | $478.9K | 0.03% | −80−5.1% | Reduced |
| Wimmer Associates 1, LLC | 1,500 | $478.5K | 0.24% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 1,500 | $478.5K | 0.18% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,500 | $478.5K | 0.05% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $478.5K | 0.05% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,500 | $478.5K | 0.05% | +189+14.4% | Added |
| Koss-Olinger Consulting, LLC | 1,500 | $478.3K | 0.04% | −3−0.2% | Reduced |
| Redwood Investment Management, LLC | 1,499 | $478.0K | 0.05% | −18−1.2% | Reduced |
| Professional Advisory Services Inc | 1,500 | $478.0K | 0.06% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,498 | $477.9K | 0.28% | +3+0.2% | Added |
| Revolve Wealth Partners, LLC | 1,493 | $476.3K | 0.06% | −127−7.8% | Reduced |
| LCNB Corp | 1,492 | $475.9K | 0.17% | −30−2.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,490 | $475.4K | 0.29% | −141−8.6% | Reduced |
| Patten Group, Inc. | 1,489 | $475.0K | 0.10% | +50+3.5% | Added |
| Westover Capital Advisors, LLC | 1,482 | $472.7K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,481 | $472.4K | 0.04% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,480 | $472.1K | 0.09% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 1,476 | $471.0K | 0.68% | −230−13.5% | Reduced |
| Onefund, LLC | 1,477 | $471.0K | 0.34% | −21−1.4% | Reduced |