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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 1,474 | $470.2K | 0.01% | −7,956−84.4% | Reduced |
| KG&L Capital Management,LLC | 1,473 | $469.8K | 0.14% | −3,486−70.3% | Reduced |
| First Business Financial Services, Inc. | 1,468 | $468.3K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,467 | $467.9K | 0.02% | −19−1.3% | Reduced |
| Crew Capital Management, Ltd. | 1,460 | $465.7K | 0.33% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,459 | $464.0K | 0.08% | +141+10.7% | Added |
| James J. Burns & Company, LLC | 1,453 | $463.4K | 0.08% | −2−0.1% | Reduced |
| Aprio Wealth Management, LLC | 1,452 | $463.1K | 0.05% | +9+0.6% | Added |
| Drive Wealth Management, LLC | 1,447 | $461.7K | 0.10% | −13−0.9% | Reduced |
| Camden Capital, LLC | 1,446 | $461.3K | 0.04% | +32+2.3% | Added |
| CenterBook Partners LP | 1,446 | $461.2K | 0.03% | −22,474−94.0% | Reduced |
| Five Oceans Advisors | 1,444 | $460.6K | 0.20% | +29+2.0% | Added |
| East Coast Asset Management, LLC. | 1,442 | $460.0K | 0.15% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,440 | $459.3K | 0.09% | 00.0% | Unchanged |
| Maia Wealth LLC | 1,440 | $459.2K | 0.09% | −42−2.8% | Reduced |
| Sandy Cove Advisors, LLC | 1,432 | $456.6K | 0.16% | +79+5.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,431 | $456.5K | 0.10% | +315+28.2% | Added |
| Optas, LLC | 1,429 | $455.8K | 0.09% | +39+2.8% | Added |
| Shulman DeMeo Asset Management LLC | 1,427 | $455.2K | 0.11% | −132−8.5% | Reduced |
| Heritage Wealth Advisors | 1,426 | $454.9K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,426 | $454.9K | 0.06% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 1,423 | $453.9K | 0.32% | +4+0.3% | Added |
| Centric Wealth Management | 1,519 | $451.8K | 0.11% | −15−1.0% | Reduced |
| Forza Wealth Management, LLC | 1,416 | $451.7K | 0.19% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,416 | $451.7K | 0.29% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,410 | $449.8K | 0.02% | −39−2.7% | Reduced |
| Tortoise Investment Management, LLC | 1,409 | $449.4K | 0.04% | +395+39.0% | Added |
| UMA Financial Services, Inc. | 1,405 | $448.1K | 0.07% | −8−0.6% | Reduced |
| Versant Capital Management, Inc | 1,403 | $447.5K | 0.07% | +174+14.2% | Added |
| Wealthstar Advisors, LLC | 1,398 | $445.8K | 0.17% | +72+5.4% | Added |
| Austin Wealth Management, LLC | 1,488 | $445.4K | 0.08% | +35+2.4% | Added |
| Mechanics Bank Trust Department | 1,394 | $444.7K | 0.06% | −912−39.5% | Reduced |
| Kitching Partners, LLC | 1,391 | $443.7K | 0.45% | +563+68.0% | Added |
| CMT Capital Markets Trading GmbH | 1,389 | $443.0K | 0.21% | −86,111−98.4% | Reduced |
| OneAscent Family Office, LLC | 1,387 | $442.0K | 0.42% | −1,363−49.6% | Reduced |
| Y.D. More Investments Ltd | 1,389 | $441.6K | 0.03% | −187−11.9% | Reduced |
| Hyperion Capital Advisors LP | 1,380 | $440.2K | 0.28% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 1,379 | $439.9K | 0.00% | −147−9.6% | Reduced |
| Fortress Private Ledger, LLC | 1,374 | $438.3K | 0.20% | +252+22.5% | Added |
| Breed's Hill Capital LLC | 1,373 | $438.0K | 0.21% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,371 | $437.3K | 0.04% | −6−0.4% | Reduced |
| 17 Capital Partners, LLC | 1,368 | $436.4K | 0.25% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,367 | $436.0K | 0.03% | +89+7.0% | Added |
| Legacy Private Trust Co. | 1,365 | $435.4K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 1,364 | $435.1K | 0.38% | +100+7.9% | Added |
| KLCM Advisors, Inc. | 1,358 | $433.0K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,357 | $433.0K | 0.16% | −96−6.6% | Reduced |
| Eagle Harbor Asset Management Inc | 1,356 | $432.5K | 0.42% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $432.5K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,355 | $432.0K | 0.02% | −589−30.3% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 1,357 | $432.0K | 0.18% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 1,353 | $431.6K | 0.08% | −577−29.9% | Reduced |
| Visionary Wealth Advisors | 1,353 | $431.6K | 0.02% | +235+21.0% | Added |
| Garner Asset Management Corp | 1,352 | $431.3K | 0.20% | −50−3.6% | Reduced |
| Howard Financial Services, Ltd. | 1,352 | $431.1K | 0.06% | +161+13.5% | Added |
| Burns J W & Co Inc | 1,350 | $430.6K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,350 | $430.6K | 0.07% | +35+2.7% | Added |
| Northstar Asset Management LLC | 1,350 | $430.6K | 0.10% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,349 | $430.3K | 0.08% | −9−0.7% | Reduced |
| Westfuller Advisors, LLC | 1,348 | $430.0K | 0.25% | +1,348 | New |
| Ausdal Financial Partners, Inc. | 1,348 | $429.9K | 0.03% | −1,351−50.1% | Reduced |
| Enclave Advisors LLC | 1,347 | $429.5K | 0.07% | +20+1.5% | Added |
| Schnieders Capital Management LLC | 1,343 | $428.4K | 0.08% | +1,343 | New |
| Washington Trust Bank | 1,341 | $427.8K | 0.04% | +70+5.5% | Added |
| Long Island Wealth Management, Inc. | 1,339 | $427.1K | 0.22% | +1,339 | New |
| Hibernia Wealth Partners, LLC | 1,337 | $426.5K | 0.16% | +1,337 | New |
| Trust Co of the South | 1,336 | $426.2K | 0.08% | 00.0% | Unchanged |
| Burton Enright Welch | 1,335 | $425.8K | 0.07% | +173+14.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,333 | $425.0K | 0.08% | +1,333 | New |
| Root Financial Partners, LLC | 1,331 | $424.7K | 0.04% | +519+63.9% | Added |
| Spahn Wealth & Retirement LLC | 795 | $424.3K | 0.27% | −705−47.0% | Reduced |
| First National Corp | 1,328 | $423.6K | 0.09% | −128−8.8% | Reduced |
| Sittner & Nelson, LLC | 1,326 | $423.1K | 0.17% | +1+0.1% | Added |
| Optimize Financial Inc | 1,326 | $423.0K | 0.26% | −8−0.6% | Reduced |
| Prostatis Group LLC | 1,325 | $422.7K | 0.12% | −662−33.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,322 | $421.6K | 0.09% | −146−9.9% | Reduced |
| Sharkey, Howes & Javer | 1,320 | $421.2K | 0.06% | −120−8.3% | Reduced |
| WealthShield Partners, LLC | 1,320 | $421.2K | 0.05% | −19−1.4% | Reduced |
| Stegent Equity Advisors, Inc. | 1,320 | $421.1K | 0.37% | +173+15.1% | Added |
| Capital Advisors, Ltd. LLC | 1,318 | $420.0K | 0.05% | +7+0.5% | Added |
| Mendel Capital Management LLC | 1,317 | $420.0K | 0.24% | +70+5.6% | Added |
| Oxford Financial Group Ltd | 1,312 | $418.5K | 0.02% | −33−2.5% | Reduced |
| Accretive Wealth Partners, LLC | 1,309 | $417.5K | 0.14% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,305 | $416.3K | 0.00% | −97,656−98.7% | Reduced |
| Alpha Family Trust | 1,305 | $416.3K | 0.21% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 1,304 | $415.9K | 0.21% | +77+6.3% | Added |
| Keebeck Wealth Management, LLC | 1,304 | $415.9K | 0.05% | +189+17.0% | Added |
| Nations Financial Group Inc, | 1,303 | $415.8K | 0.03% | +88+7.2% | Added |
| Apollon Financial, LLC | 1,303 | $415.7K | 0.09% | +18+1.4% | Added |
| Capital Investment Advisory Services, LLC | 1,303 | $415.6K | 0.03% | +261+25.0% | Added |
| Independent Solutions Wealth Management, LLC | 1,301 | $415.0K | 0.08% | −70−5.1% | Reduced |
| Fagan Associates, Inc. | 1,300 | $414.7K | 0.06% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,296 | $413.3K | 0.05% | +19+1.5% | Added |
| Vigilare Wealth Management | 1,291 | $411.8K | 0.15% | +40+3.2% | Added |
| Woodward Diversified Capital, LLC | 1,289 | $411.2K | 0.21% | +480+59.3% | Added |
| Birchcreek Wealth Management, LLC | 1,288 | $410.8K | 0.23% | −177−12.1% | Reduced |
| Ballast, Inc. | 1,288 | $410.8K | 0.11% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,287 | $410.5K | 0.12% | +398+44.8% | Added |
| Annex Advisory Services, LLC | 1,280 | $408.3K | 0.01% | −580−31.2% | Reduced |
| Custom Index Systems, LLC | 1,280 | $408.3K | 0.19% | −530−29.3% | Reduced |