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
- 2,719
- +129 vs. Q1 2025
- Shares held
- 595.6M
- −797.4K (−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
- 961 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 |
|---|---|---|---|---|---|
| CJM Wealth Advisers, Ltd. | 953 | $304.0K | 0.10% | 00.0% | Unchanged |
| Jacobsen Capital Management | 952 | $303.7K | 0.11% | +102+12.0% | Added |
| iA Global Asset Management Inc. | 950 | $303.0K | 0.00% | +950 | New |
| Investment Advisory Group, LLC | 948 | $302.4K | 0.09% | +948 | New |
| MBB Public Markets I LLC | 945 | $301.4K | 0.03% | −216−18.6% | Reduced |
| Principal Street Partners, LLC | 944 | $301.3K | 0.03% | +944 | New |
| Atlas Wealth LLC | 934 | $301.2K | 0.11% | +934 | New |
| Intrust Bank NA | 943 | $300.8K | 0.03% | +71+8.1% | Added |
| New Republic Capital, LLC | 943 | $300.7K | 0.11% | +46+5.1% | Added |
| Smith Chas P & Associates Pa Cpas | 942 | $300.5K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 941 | $300.2K | 0.05% | +62+7.1% | Added |
| Orion Capital Management LLC | 940 | $299.8K | 0.11% | +110+13.3% | Added |
| Traynor Capital Management, Inc. | 928 | $299.4K | 0.02% | +928 | New |
| Edgemoor Investment Advisors, Inc. | 938 | $299.2K | 0.03% | +17+1.8% | Added |
| HC Advisors, LLC | 937 | $299.2K | 0.21% | 00.0% | Unchanged |
| North Star Asset Management Inc | 937 | $298.9K | 0.01% | −393−29.5% | Reduced |
| General Partner, Inc. | 936 | $298.6K | 0.17% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 934 | $297.9K | 0.21% | +934 | New |
| Octavia Wealth Advisors, LLC | 933 | $297.6K | 0.03% | +8+0.9% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $297.3K | 0.01% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 927 | $295.7K | 0.03% | +200+27.5% | Added |
| Bank of Jackson Hole Trust | 926 | $295.4K | 0.17% | +210+29.3% | Added |
| Independence Bank of Kentucky | 925 | $295.1K | 0.04% | −40−4.1% | Reduced |
| Kingsman Wealth Management, Inc. | 924 | $294.6K | 0.18% | −188−16.9% | Reduced |
| WT Wealth Management | 923 | $294.4K | 0.09% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 920 | $293.5K | 0.07% | −26−2.7% | Reduced |
| Narus Financial Partners, LLC | 919 | $293.1K | 0.09% | +154+20.1% | Added |
| Quadcap Wealth Management, LLC | 919 | $293.1K | 0.04% | −21−2.2% | Reduced |
| Stephenson & Company, Inc. | 918 | $292.8K | 0.18% | 00.0% | Unchanged |
| Everpar Advisors LLC | 918 | $292.8K | 0.13% | +135+17.2% | Added |
| Legacy Capital Wealth Partners, LLC | 915 | $291.9K | 0.07% | −24−2.6% | Reduced |
| Barlow Wealth Partners, Inc. | 896 | $291.7K | 0.03% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,084 | $291.6K | 0.60% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 916 | $290.5K | 0.26% | −9−1.0% | Reduced |
| Meritage Portfolio Management | 909 | $290.0K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 908 | $289.6K | 0.05% | +908 | New |
| Costello Asset Management, INC | 904 | $288.4K | 0.11% | +1+0.1% | Added |
| Meridian Investment Counsel Inc. | 903 | $288.0K | 0.08% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 903 | $288.0K | 0.07% | +78+9.5% | Added |
| Marshall Financial Group LLC | 892 | $287.9K | 0.06% | −39−4.2% | Reduced |
| Omnitrust Wealth Management, Inc | 850 | $287.5K | 0.35% | +850 | New |
| Old Second National Bank of Aurora | 900 | $287.1K | 0.06% | −100−10.0% | Reduced |
| Talbot Financial, LLC | 900 | $287.1K | 0.03% | 00.0% | Unchanged |
| One Day In July LLC | 897 | $286.1K | 0.03% | +46+5.4% | Added |
| Defined Financial Planning LLC | 921 | $286.1K | 0.25% | +123+15.4% | Added |
| Orca Wealth Management, LLC | 896 | $286.0K | 0.24% | −310−25.7% | Reduced |
| JGP Wealth Management, LLC | 896 | $285.8K | 0.03% | +10+1.1% | Added |
| JB Capital LLC | 895 | $285.4K | 0.01% | +105+13.3% | Added |
| ASB Consultores, LLC | 893 | $284.8K | 0.19% | −24−2.6% | Reduced |
| Accuvest Global Advisors | 886 | $283.0K | 0.18% | +886 | New |
| Adell Harriman & Carpenter Inc | 887 | $282.9K | 0.02% | +56+6.7% | Added |
| Novare Capital Management LLC | 887 | $282.9K | 0.02% | −232−20.7% | Reduced |
| PFG Private Wealth Management, LLC | 887 | $282.9K | 0.15% | +45+5.3% | Added |
| Oarsman Capital, Inc. | 885 | $282.3K | 0.04% | +96+12.2% | Added |
| Ellenbecker Investment Group | 884 | $282.2K | 0.05% | +1+0.1% | Added |
| German American Bancorp, Inc. | 881 | $281.0K | 0.03% | +73+9.0% | Added |
| WealthPLAN Partners, LLC | 880 | $280.7K | 0.05% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 879 | $280.3K | 0.08% | +145+19.8% | Added |
| N.E.W. Advisory Services LLC | 878 | $279.9K | 0.03% | −673−43.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 877 | $279.8K | 0.08% | +877 | New |
| Renasant Bank | 876 | $279.4K | 0.19% | +106+13.8% | Added |
| Humankind Investments LLC | 873 | $278.5K | 0.07% | −200−18.6% | Reduced |
| Sheets Smith Wealth Management | 872 | $278.1K | 0.03% | +24+2.8% | Added |
| Lumbard & Kellner, LLC | 870 | $277.5K | 0.12% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 870 | $277.5K | 0.23% | +870 | New |
| Planning Alternatives Ltd | 869 | $277.3K | 0.04% | −189−17.9% | Reduced |
| DLK Investment Management, LLC | 869 | $277.2K | 0.10% | +32+3.8% | Added |
| DeDora Capital, Inc. | 868 | $276.9K | 0.07% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 863 | $275.3K | 0.20% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 861 | $274.5K | 0.07% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 859 | $274.0K | 0.02% | +859 | New |
| Woodley Farra Manion Portfolio Management Inc | 856 | $273.0K | 0.01% | −5−0.6% | Reduced |
| Port Capital LLC | 853 | $272.0K | 0.01% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 851 | $271.5K | 0.21% | −50−5.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 851 | $271.5K | 0.01% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 850 | $271.1K | 0.17% | −79−8.5% | Reduced |
| Goepper Burkhardt LLC | 850 | $271.1K | 0.10% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 850 | $271.1K | 0.27% | 00.0% | Unchanged |
| Ariston Services Group | 849 | $270.8K | 0.19% | −250−22.7% | Reduced |
| TFC Financial Management | 848 | $270.6K | 0.04% | 00.0% | Unchanged |
| apricus wealth, LLC | 847 | $270.2K | 0.16% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 847 | $270.2K | 0.13% | +71+9.1% | Added |
| Worth Financial Advisory Group, LLC | 847 | $270.0K | 0.17% | −901−51.5% | Reduced |
| Maridea Wealth Management LLC | 846 | $269.9K | 0.07% | +97+13.0% | Added |
| M. Kraus & Co | 841 | $268.3K | 0.08% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 840 | $268.0K | 0.02% | +840 | New |
| Plante Moran Financial Advisors, LLC | 840 | $267.9K | 0.02% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 838 | $267.3K | 0.13% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 829 | $267.2K | 0.07% | +4+0.5% | Added |
| Signal Advisors Wealth, LLC | 835 | $266.4K | 0.02% | −4,201−83.4% | Reduced |
| Antonelli Financial Advisors, LLC | 835 | $266.3K | 0.19% | 00.0% | Unchanged |
| Archetype Wealth Partners | 829 | $264.0K | 0.04% | +53+6.8% | Added |
| Canvas Wealth Advisors, LLC | 849 | $263.8K | 0.05% | +51+6.4% | Added |
| Capstone Financial Advisors, Inc. | 825 | $263.2K | 0.02% | +825 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 825 | $263.2K | 0.09% | +232+39.1% | Added |
| Rakuten Securities, Inc. | 824 | $262.8K | 0.10% | −176−17.6% | Reduced |
| Fortress Wealth Group, LLC | 880 | $262.8K | 0.12% | +9+1.0% | Added |
| Hengehold Capital Management LLC | 822 | $262.2K | 0.02% | +50+6.5% | Added |
| Chris Bulman Inc | 822 | $262.2K | 0.15% | +72+9.6% | Added |
| Wallington Asset Management, LLC | 822 | $262.2K | 0.04% | +19+2.4% | Added |