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 |
|---|---|---|---|---|---|
| MJT & Associates Financial Advisory Group, Inc. | 543 | $173.2K | 0.21% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 533 | $170.0K | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 518 | $165.2K | 0.04% | +17+3.4% | Added |
| Activest Wealth Management | 511 | $162.8K | 0.04% | +124+32.0% | Added |
| IMG Wealth Management, Inc. | 509 | $162.4K | 0.13% | +19+3.9% | Added |
| Cape Investment Advisory, Inc. | 502 | $160.2K | 0.06% | +5+1.0% | Added |
| Salomon & Ludwin, LLC | 490 | $159.5K | 0.02% | +145+42.0% | Added |
| Creative Capital Management Investments LLC | 500 | $159.5K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 487 | $155.3K | 0.07% | −148−23.3% | Reduced |
| REAP Financial Group, LLC | 468 | $149.4K | 0.04% | +287+158.6% | Added |
| CNB Bank | 443 | $141.3K | 0.07% | −10−2.2% | Reduced |
| Cheviot Value Management, LLC | 475 | $141.3K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 442 | $141.0K | 0.04% | +30+7.3% | Added |
| Financial Freedom, LLC | 440 | $140.4K | 0.08% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 440 | $140.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 427 | $136.3K | 0.01% | +26+6.5% | Added |
| Birchbrook, Inc. | 410 | $130.8K | 0.07% | 00.0% | Unchanged |
| Field & Main Bank | 400 | $127.6K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 395 | $126.0K | 0.02% | +18+4.8% | Added |
| Fairscale Capital, LLC | 419 | $125.8K | 0.09% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 379 | $120.8K | 0.03% | +4+1.1% | Added |
| Ironwood Wealth Management, Inc. | 377 | $119.5K | 0.06% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 369 | $118.0K | 0.00% | +75+25.5% | Added |
| Hollencrest Capital Management | 367 | $117.2K | 0.01% | +40+12.2% | Added |
| Bernard Wealth Management Corp. | 367 | $117.1K | 0.05% | −3−0.8% | Reduced |
| Johnson Financial Group, Inc. | 366 | $116.7K | 0.01% | +85+30.2% | Added |
| Meeder Asset Management Inc | 365 | $116.4K | 0.01% | −19,374−98.2% | Reduced |
| Coston, McIsaac & Partners | 359 | $114.0K | 0.03% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 353 | $112.5K | 0.11% | +84+31.2% | Added |
| ORG Partners LLC | 346 | $111.6K | 0.02% | +313+948.5% | Added |
| Creative Financial Designs Inc | 349 | $111.4K | 0.01% | +4+1.2% | Added |
| Rise Advisors, LLC | 348 | $111.1K | 0.04% | +21+6.4% | Added |
| Beacon Capital Management, LLC | 346 | $110.3K | 0.01% | −49−12.4% | Reduced |
| High Note Wealth, LLC | 342 | $109.1K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 342 | $109.0K | 0.01% | +1+0.3% | Added |
| Gables Capital Management Inc. | 340 | $108.5K | 0.05% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 334 | $106.5K | 0.03% | +34+11.3% | Added |
| Pacific Center for Financial Services | 331 | $105.6K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 320 | $102.1K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 313 | $99.8K | 0.05% | 00.0% | Unchanged |
| Crews Bank & Trust | 312 | $99.5K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $96.3K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 302 | $96.3K | 0.03% | +8+2.7% | Added |
| Pinnacle Bancorp, Inc. | 294 | $93.8K | 0.03% | 00.0% | Unchanged |
| Graney & King, LLC | 292 | $93.1K | 0.06% | +33+12.7% | Added |
| Covestor Ltd | 290 | $93.0K | 0.05% | −28−8.8% | Reduced |
| Tacita Capital Inc | 290 | $92.5K | 0.06% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 288 | $91.9K | 0.02% | +50+21.0% | Added |
| WFA of San Diego, LLC | 288 | $91.9K | 0.07% | +288 | New |
| Private Wealth Management Group, LLC | 284 | $90.6K | 0.03% | −22−7.2% | Reduced |
| Hoese & Co LLP | 280 | $89.3K | 0.07% | 00.0% | Unchanged |
| Rossby Financial, LCC | 274 | $87.4K | 0.03% | +100+57.5% | Added |
| Vermillion Wealth Management, Inc. | 268 | $85.6K | 0.04% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 280 | $85.5K | 0.07% | +170+154.5% | Added |
| Accredited Wealth Management, LLC | 258 | $82.4K | 0.07% | +258 | New |
| Raffa Wealth Management, LLC | 255 | $81.5K | 0.02% | +59+30.1% | Added |
| WPG Advisers, LLC | 254 | $81.0K | 0.07% | −24−8.6% | Reduced |
| Wood Tarver Financial Group, LLC | 255 | $81.0K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 258 | $80.4K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $79.7K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 249 | $79.5K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 249 | $79.4K | 0.07% | +249 | New |
| Whipplewood Advisors, LLC | 244 | $77.8K | 0.04% | −39−13.8% | Reduced |
| FSA Wealth Management LLC | 243 | $77.5K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 239 | $76.2K | 0.01% | −130−35.2% | Reduced |
| Putney Financial Group LLC | 232 | $74.0K | 0.07% | −30−11.5% | Reduced |
| Financial Perspectives, Inc | 231 | $73.7K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 230 | $73.4K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 231 | $73.0K | 0.02% | +40+20.9% | Added |
| Winthrop Capital Management, LLC | 230 | $73.0K | 0.02% | +230 | New |
| Wealth Preservation Advisors, LLC | 228 | $72.6K | 0.04% | +2+0.9% | Added |
| Sachetta, LLC | 227 | $72.5K | 0.03% | +8+3.7% | Added |
| Sarver Vrooman Wealth Advisors | 226 | $72.1K | 0.05% | −77−25.4% | Reduced |
| Richardson Financial Services Inc. | 222 | $71.6K | 0.05% | +3+1.4% | Added |
| AllSquare Wealth Management LLC | 224 | $71.5K | 0.04% | 00.0% | Unchanged |
| Total Investment Management Inc | 224 | $71.5K | 0.01% | +224 | New |
| Fairman Group, LLC | 220 | $70.2K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 214 | $68.3K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 208 | $66.3K | 0.01% | +200+2,500.0% | Added |
| PFS Partners, LLC | 205 | $65.5K | 0.03% | +52+34.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 203 | $64.8K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 200 | $63.8K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $63.8K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $63.8K | 0.04% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 200 | $63.8K | 0.00% | +200 | New |
| Intelligent Financial Strategies | 194 | $61.9K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 182 | $58.1K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 181 | $57.7K | 0.01% | −22−10.8% | Reduced |
| Financial Management Professionals, Inc. | 180 | $57.4K | 0.01% | −448−71.3% | Reduced |
| Rational Advisors LLC | 180 | $57.4K | 0.01% | +180 | New |
| Dunhill Financial, LLC | 178 | $56.9K | 0.02% | +25+16.3% | Added |
| Financial Network Wealth Advisors LLC | 173 | $55.1K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 169 | $53.9K | 0.07% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 168 | $53.6K | 0.01% | +8+5.0% | Added |
| Kilter Group LLC | 168 | $53.6K | 0.02% | +168 | New |
| Concord Wealth Partners | 167 | $53.3K | 0.01% | −5−2.9% | Reduced |
| Abound Wealth Management | 167 | $53.2K | 0.02% | −2−1.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 166 | $53.0K | 0.02% | +17+11.4% | Added |
| Elequin Capital LP | 165 | $52.6K | 0.01% | +165 | New |
| Financial Connections Group, Inc. | 165 | $52.0K | 0.02% | 00.0% | Unchanged |