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 |
|---|---|---|---|---|---|
| Kellett Schaffner Wealth Advisors LLC | 1,096 | $349.5K | 0.23% | +1,096 | New |
| Wellspring Financial Advisors, LLC | 1,095 | $349.3K | 0.04% | +1,095 | New |
| Aspetuck Financial Management LLC | 1,095 | $349.3K | 0.26% | +10+0.9% | Added |
| NorthStar Asset Management LLC | 1,091 | $348.1K | 0.18% | +24+2.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,090 | $347.7K | 0.13% | +15+1.4% | Added |
| TruWealth Advisors, LLC | 1,088 | $347.1K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,087 | $346.7K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,086 | $346.5K | 0.07% | −79−6.8% | Reduced |
| Regal Investment Advisors LLC | 1,086 | $346.4K | 0.03% | +1,086 | New |
| Gateway Wealth Partners, LLC | 1,084 | $345.9K | 0.07% | −13−1.2% | Reduced |
| D'Orazio & Associates, Inc. | 1,084 | $345.8K | 0.05% | −23−2.1% | Reduced |
| BTC Capital Management, Inc. | 1,084 | $345.8K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 1,081 | $344.8K | 0.07% | −40−3.6% | Reduced |
| Guyasuta Investment Advisors Inc | 1,080 | $344.5K | 0.02% | +25+2.4% | Added |
| Founders Grove Wealth Partners, LLC | 1,077 | $343.5K | 0.09% | +72+7.2% | Added |
| First PREMIER Bank | 1,073 | $343.0K | 0.08% | +607+130.3% | Added |
| Arlington Trust Co LLC | 1,068 | $340.7K | 0.07% | −23−2.1% | Reduced |
| Stonebridge Financial Group, LLC | 1,068 | $340.7K | 0.03% | −13−1.2% | Reduced |
| ORG Wealth Partners, LLC | 1,052 | $339.5K | 0.08% | −26−2.4% | Reduced |
| Tillman Hartley LLC | 1,064 | $339.4K | 0.10% | +10+0.9% | Added |
| Catalina Capital Group, LLC | 1,063 | $339.1K | 0.23% | −246−18.8% | Reduced |
| Act Two Investors LLC | 1,060 | $338.1K | 0.07% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,128 | $337.6K | 0.01% | +1,128 | New |
| Bravias Capital Group, LLC | 1,058 | $337.5K | 0.25% | +1,058 | New |
| Edmond de Rothschild Holding S.A. | 1,057 | $337.2K | 0.01% | −151−12.5% | Reduced |
| Godsey & Gibb Associates | 1,056 | $336.8K | 0.03% | −20−1.9% | Reduced |
| Shepherd Financial Partners LLC | 1,054 | $336.2K | 0.04% | +9+0.9% | Added |
| Omnia Family Wealth, LLC | 1,052 | $335.5K | 0.12% | +147+16.2% | Added |
| Bristlecone Advisors, LLC | 1,051 | $335.2K | 0.03% | −25−2.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,051 | $335.2K | 0.01% | −8−0.8% | Reduced |
| Second Half Financial Partners, LLC | 1,046 | $333.7K | 0.16% | +83+8.6% | Added |
| Obsidian Personal Planning Solutions LLC | 1,045 | $333.3K | 0.13% | −1−0.1% | Reduced |
| Avenue 1 Advisors, LLC | 1,044 | $333.0K | 0.11% | +291+38.6% | Added |
| Quantitative Investment Management, LLC | 1,047 | $333.0K | 0.04% | −5,910−85.0% | Reduced |
| Park Capital Management, LLC | 1,042 | $332.5K | 0.31% | +15+1.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,042 | $332.3K | 0.07% | +3+0.3% | Added |
| CRA Financial Services, LLC | 1,041 | $332.1K | 0.05% | +36+3.6% | Added |
| Greenwich Wealth Management LLC | 1,040 | $332.0K | 0.02% | +2+0.2% | Added |
| Lineweaver Wealth Advisors, LLC | 1,039 | $331.3K | 0.05% | +10+1.0% | Added |
| Flagship Wealth Advisors, LLC | 1,036 | $330.5K | 0.12% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,221 | $328.4K | 0.09% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,024 | $327.0K | 0.35% | +1,024 | New |
| NDVR, Inc. | 1,025 | $327.0K | 0.31% | −48−4.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 1,025 | $327.0K | 0.04% | 00.0% | Unchanged |
| American Trust | 1,024 | $326.6K | 0.03% | +1,024 | New |
| Cottonwood Capital Advisors, LLC | 1,020 | $325.5K | 0.22% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,020 | $325.0K | 0.13% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,016 | $324.1K | 0.10% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 1,015 | $323.9K | 0.09% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,014 | $323.4K | 0.01% | −414−29.0% | Reduced |
| Gibbs Wealth Management | 1,013 | $323.2K | 0.06% | +139+15.9% | Added |
| Buckley Wealth Management, LLC | 1,013 | $323.1K | 0.10% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 1,012 | $322.7K | 0.21% | +123+13.8% | Added |
| BIP Wealth, LLC | 1,011 | $322.5K | 0.02% | −21−2.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,010 | $322.2K | 0.14% | +3+0.3% | Added |
| Fullerton Fund Management Co Ltd. | 1,010 | $322.2K | 0.01% | −1,063−51.3% | Reduced |
| Alesco Advisors LLC | 1,008 | $321.5K | 0.01% | +3+0.3% | Added |
| SLT Holdings LLC | 1,008 | $321.5K | 0.24% | +240+31.3% | Added |
| Avantra Family Wealth, Inc. | 1,006 | $320.9K | 0.27% | −43−4.1% | Reduced |
| Formidable Asset Management, LLC | 1,192 | $320.7K | 0.05% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,005 | $320.6K | 0.03% | +5+0.5% | Added |
| Charles Schwab Trust Co | 1,004 | $320.3K | 0.02% | +11+1.1% | Added |
| Certified Advisory Corp | 1,004 | $320.1K | 0.03% | +11+1.1% | Added |
| Cohen & Steers, Inc. | 1,000 | $319.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,001 | $319.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,001 | $319.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $319.0K | 0.22% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,000 | $319.0K | 0.12% | −85−7.8% | Reduced |
| Wexford Capital LP | 1,000 | $319.0K | 0.09% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,000 | $319.0K | 0.11% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $319.0K | 0.11% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $318.9K | 0.01% | −500−33.3% | Reduced |
| EntryPoint Capital, LLC | 997 | $318.0K | 0.16% | −35−3.4% | Reduced |
| Delta Financial Advisors LLC | 996 | $317.8K | 0.11% | −50−4.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 990 | $315.9K | 0.01% | −121−10.9% | Reduced |
| Allied Investment Advisors, LLC | 989 | $315.5K | 0.06% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 985 | $314.2K | 0.03% | +16+1.7% | Added |
| NavPoint Financial, Inc. | 981 | $312.9K | 0.19% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 980 | $312.6K | 0.27% | +980 | New |
| Sunpointe, LLC | 979 | $312.3K | 0.12% | +15+1.6% | Added |
| Monument Capital Management | 978 | $312.1K | 0.08% | −19−1.9% | Reduced |
| Hantz Financial Services, Inc. | 977 | $312.0K | 0.01% | +558+133.2% | Added |
| Hofer & Associates. Inc | 977 | $311.8K | 0.19% | +977 | New |
| Marest Capital, LLC | 976 | $311.5K | 0.24% | +38+4.1% | Added |
| Vista Investment Management | 974 | $310.7K | 0.12% | −8−0.8% | Reduced |
| Fairvoy Private Wealth, LLC | 973 | $310.4K | 0.08% | +30+3.2% | Added |
| Hopwood Financial Services, Inc. | 972 | $310.0K | 0.24% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 970 | $309.6K | 0.09% | −391−28.7% | Reduced |
| TFB Advisors LLC | 970 | $309.4K | 0.08% | +67+7.4% | Added |
| Sovran Advisors, LLC | 974 | $308.7K | 0.03% | −99−9.2% | Reduced |
| Claris Financial LLC | 968 | $308.7K | 0.23% | +4+0.4% | Added |
| Royal Fund Management, LLC | 967 | $308.4K | 0.03% | +3+0.3% | Added |
| Eagle Bay Advisors LLC | 967 | $308.4K | 0.25% | −31−3.1% | Reduced |
| Acorns Advisers, LLC | 966 | $308.0K | 0.00% | +90+10.3% | Added |
| Cornerstone Advisory, LLC | 965 | $307.7K | 0.03% | +31+3.3% | Added |
| Wedge Capital Management L L P | 964 | $307.5K | 0.01% | −109−10.2% | Reduced |
| Harbor Group, Inc. | 962 | $306.8K | 0.05% | +2+0.2% | Added |
| Berry Wealth Group, LP | 960 | $306.2K | 0.21% | −142−12.9% | Reduced |
| FLC Capital Advisors | 956 | $304.9K | 0.06% | −199−17.2% | Reduced |
| Perpetual Ltd | 956 | $304.9K | 0.00% | +11+1.2% | Added |