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 |
|---|---|---|---|---|---|
| Brandywine Oak Private Wealth LLC | 1,278 | $407.7K | 0.04% | +4+0.3% | Added |
| 4J Wealth Management LLC | 1,278 | $407.7K | 0.28% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,241 | $407.2K | 0.28% | +205+19.8% | Added |
| Hamilton Capital, LLC | 1,276 | $407.0K | 0.02% | +63+5.2% | Added |
| West Michigan Advisors, LLC | 1,273 | $405.9K | 0.11% | +49+4.0% | Added |
| David J Yvars Group | 1,270 | $405.1K | 0.24% | +495+63.9% | Added |
| Advisors Management Group Inc | 1,269 | $405.0K | 0.08% | −26−2.0% | Reduced |
| ETF Portfolio Partners, Inc. | 1,269 | $404.8K | 0.11% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,269 | $404.8K | 0.09% | +55+4.5% | Added |
| Phillips Wealth Planners LLC | 1,276 | $404.5K | 0.37% | −128−9.1% | Reduced |
| Mainstream Capital Management LLC | 1,267 | $404.1K | 0.29% | −3−0.2% | Reduced |
| Alta Wealth Advisors LLC | 1,263 | $402.8K | 0.19% | −37−2.8% | Reduced |
| Alliance Wealth Advisors, LLC | 1,261 | $402.2K | 0.10% | +116+10.1% | Added |
| Manchester Financial Inc | 1,257 | $401.0K | 0.08% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,257 | $401.0K | 0.20% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,257 | $400.8K | 0.02% | −7−0.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,256 | $400.6K | 0.14% | +50+4.1% | Added |
| Libra Wealth LLC | 1,255 | $400.3K | 0.13% | +10+0.8% | Added |
| Capital Markets Trading UK LLP | 1,251 | $399.0K | 0.45% | +1,251 | New |
| Kimelman & Baird, LLC | 1,250 | $398.7K | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,249 | $398.0K | 0.05% | −255−17.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $397.8K | 0.16% | 00.0% | Unchanged |
| Nwam LLC | 1,317 | $396.4K | 0.02% | −19−1.4% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $395.5K | 0.19% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,239 | $395.2K | 0.07% | +1,239 | New |
| Wealth Group, Ltd. | 1,237 | $395.0K | 0.39% | −742−37.5% | Reduced |
| Old Port Advisors | 1,238 | $394.9K | 0.11% | +73+6.3% | Added |
| SFMG, LLC | 1,237 | $394.7K | 0.03% | +1+0.1% | Added |
| Wealth Management Partners, LLC | 1,221 | $394.0K | 0.14% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 1,233 | $393.3K | 0.30% | +1,233 | New |
| Ruggaard & Associates LLC | 1,232 | $392.9K | 0.16% | −38−3.0% | Reduced |
| FourThought Financial Partners, LLC | 1,230 | $392.4K | 0.04% | −162−11.6% | Reduced |
| Vishria Bird Financial Group, LLC | 1,227 | $391.3K | 0.13% | +30+2.5% | Added |
| Monticello Wealth Management, LLC | 1,226 | $391.1K | 0.03% | +42+3.5% | Added |
| Capital Square, LLC | 1,224 | $391.0K | 0.21% | −25−2.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,225 | $390.8K | 0.07% | −6−0.5% | Reduced |
| Firestone Capital Management | 1,225 | $390.8K | 0.09% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,225 | $390.8K | 0.03% | +12+1.0% | Added |
| City State Bank | 1,223 | $390.1K | 0.12% | 00.0% | Unchanged |
| Key Financial Inc | 1,222 | $389.8K | 0.08% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,220 | $389.2K | 0.18% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,215 | $387.6K | 0.02% | +1+0.1% | Added |
| Redmond Asset Management, LLC | 1,213 | $386.9K | 0.09% | −39−3.1% | Reduced |
| Claro Advisors LLC | 1,211 | $386.3K | 0.06% | −1,367−53.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,210 | $386.0K | 0.05% | −243−16.7% | Reduced |
| Spartan Planning & Wealth Management | 1,208 | $385.3K | 0.33% | +1,208 | New |
| Silvia McColl Wealth Management, LLC | 1,207 | $385.0K | 0.28% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,191 | $384.2K | 0.02% | +32+2.8% | Added |
| CVA Family Office, LLC | 1,203 | $383.7K | 0.05% | +55+4.8% | Added |
| Samalin Investment Counsel, LLC | 1,202 | $383.6K | 0.15% | +6+0.5% | Added |
| Wealth Quarterback LLC | 1,202 | $383.4K | 0.18% | +1,202 | New |
| Omega Financial Group, LLC | 1,200 | $382.8K | 0.14% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,197 | $381.9K | 0.25% | +1,197 | New |
| Abacus Planning Group, Inc. | 1,197 | $381.8K | 0.06% | +129+12.1% | Added |
| Means Investment Co., Inc. | 1,193 | $380.6K | 0.04% | +1+0.1% | Added |
| Liberty Square Wealth Partners LLC | 1,193 | $380.5K | 0.13% | 00.0% | Unchanged |
| Vicus Capital | 1,189 | $379.4K | 0.03% | −1,037−46.6% | Reduced |
| Global Financial Private Client, LLC | 1,183 | $377.4K | 0.14% | +6+0.5% | Added |
| May Hill Capital, LLC | 1,178 | $375.8K | 0.12% | +149+14.5% | Added |
| Nadler Financial Group, Inc. | 1,177 | $375.4K | 0.04% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,183 | $375.2K | 0.04% | −48−3.9% | Reduced |
| Montgomery Investment Management Inc | 1,175 | $374.8K | 0.15% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,172 | $374.0K | 0.28% | +252+27.4% | Added |
| Heartwood Wealth Advisors LLC | 1,172 | $373.8K | 0.04% | −46−3.8% | Reduced |
| AGH Wealth Advisors, LLC | 1,169 | $372.9K | 0.31% | +58+5.2% | Added |
| Vivaldi Capital Management, LLC | 1,164 | $371.3K | 0.06% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 1,164 | $371.3K | 0.26% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,163 | $371.1K | 0.07% | +100+9.4% | Added |
| Encompass Wealth Advisors, LLC | 1,162 | $370.7K | 0.14% | −2−0.2% | Reduced |
| Gitterman Wealth Management, LLC | 1,161 | $370.3K | 0.09% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,241 | $369.1K | 0.17% | −32−2.5% | Reduced |
| Brass Tax Wealth Management, Inc | 1,157 | $368.9K | 0.07% | +16+1.4% | Added |
| Northwest Wealth Management, LLC | 1,155 | $368.4K | 0.07% | +10+0.9% | Added |
| Convergence Investment Partners, LLC | 1,152 | $367.5K | 0.09% | −45−3.8% | Reduced |
| E&G Advisors, LP | 1,151 | $367.1K | 0.10% | −100−8.0% | Reduced |
| Middleton & Co Inc | 1,150 | $366.8K | 0.04% | −69−5.7% | Reduced |
| Peachtree Investment Partners, LLC | 1,144 | $365.0K | 0.14% | −685−37.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,129 | $364.4K | 0.07% | −203−15.2% | Reduced |
| Allstate Corp | 1,136 | $362.4K | 0.03% | −24,725−95.6% | Reduced |
| Clifford Group, LLC | 1,136 | $362.4K | 0.30% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $360.8K | 0.06% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 1,127 | $359.5K | 0.33% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,126 | $359.2K | 0.09% | −55−4.7% | Reduced |
| Syverson Strege & Co | 1,126 | $359.2K | 0.08% | +1,126 | New |
| Advyzon Investment Management, LLC | 1,123 | $358.3K | 0.08% | +241+27.3% | Added |
| Osterweis Capital Management Inc | 1,123 | $358.2K | 0.02% | +260+30.1% | Added |
| LPWM LLC | 1,121 | $357.6K | 0.10% | +1,121 | New |
| Princeton Global Asset Management LLC | 1,121 | $357.4K | 0.06% | −8,604−88.5% | Reduced |
| Kessler Investment Group, LLC | 1,120 | $357.3K | 0.15% | −26−2.3% | Reduced |
| Paradigm Financial Partners, LLC | 1,117 | $356.3K | 0.04% | +12+1.1% | Added |
| Ehrlich Financial Group | 1,116 | $356.0K | 0.23% | −3−0.3% | Reduced |
| Inscription Capital, LLC | 1,115 | $355.8K | 0.05% | −544−32.8% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 1,114 | $355.3K | 0.35% | −3−0.3% | Reduced |
| Counterpoint Mutual Funds LLC | 1,114 | $355.3K | 0.03% | +1,114 | New |
| Strait & Sound Wealth Management LLC | 1,107 | $353.1K | 0.15% | 00.0% | Unchanged |
| Cowa, LLC | 1,105 | $352.5K | 0.13% | +130+13.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,104 | $352.0K | 0.00% | −127−10.3% | Reduced |
| Providence Capital Advisors, LLC | 1,103 | $351.8K | 0.06% | +300+37.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $351.5K | 0.20% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,101 | $351.2K | 0.01% | +1,101 | New |