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
- −797.5K (−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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 98,999 | $31.6M | 0.22% | +18,964+23.7% | Added |
| Henshaw Capital LLC | 98,805 | $31.5M | 1.25% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 98,480 | $31.4M | 0.30% | +48,169+95.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,611 | $31.1M | 0.09% | +2,168+2.3% | Added |
| United Capital Financial Advisers, LLC | 97,311 | $31.0M | 0.25% | −316−0.3% | Reduced |
| Drexel Morgan & Co. | 95,918 | $30.6M | 5.43% | +50,000+108.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 95,663 | $30.5M | 0.28% | +12,300+14.8% | Added |
| CIBC Asset Management Inc | 95,014 | $30.3M | 0.10% | −4,871−4.9% | Reduced |
| QRG Capital Management, Inc. | 93,901 | $30.0M | 0.26% | −47,869−33.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 93,672 | $29.9M | 0.06% | +828+0.9% | Added |
| Lord, Abbett & Co. LLC | 93,476 | $29.8M | 0.10% | +501+0.5% | Added |
| Varma Mutual Pension Insurance Co | 93,135 | $29.7M | 0.22% | +9,700+11.6% | Added |
| USS Investment Management Ltd | 92,871 | $29.6M | 0.19% | +1,178+1.3% | Added |
| Tiaa Trust, National Association | 92,120 | $29.4M | 0.08% | +2,046+2.3% | Added |
| J. L. Bainbridge & Co., Inc. | 91,963 | $29.3M | 2.70% | −2,399−2.5% | Reduced |
| Bragg Financial Advisors, Inc | 91,708 | $29.3M | 1.05% | +804+0.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 91,630 | $29.2M | 0.29% | −18,504−16.8% | Reduced |
| Coleford Investment Management Ltd. | 91,227 | $29.1M | 7.52% | −555−0.6% | Reduced |
| Utah Retirement Systems | 91,058 | $29.0M | 0.30% | −716−0.8% | Reduced |
| Fiduciary Trust Co | 89,044 | $28.4M | 0.35% | +670+0.8% | Added |
| Welch & Forbes LLC | 88,793 | $28.3M | 0.35% | −861−1.0% | Reduced |
| British Columbia Investment Management Corp | 88,361 | $28.2M | 0.16% | −19,417−18.0% | Reduced |
| Dana Investment Advisors, Inc. | 88,058 | $28.1M | 0.93% | −3,318−3.6% | Reduced |
| MAI Capital Management | 87,617 | $27.9M | 0.19% | −560−0.6% | Reduced |
| Long Corridor Asset Management Ltd | 87,000 | $27.8M | 10.01% | +22,000+33.8% | Added |
| TD Waterhouse Canada Inc. | 85,361 | $27.5M | 0.20% | −13,335−13.5% | Reduced |
| Crossmark Global Holdings, Inc. | 85,400 | $27.2M | 0.44% | −22,099−20.6% | Reduced |
| MML Investors Services, LLC | 84,521 | $27.0M | 0.08% | +6,175+7.9% | Added |
| Franklin Street Advisors Inc | 84,483 | $26.9M | 1.67% | +5,783+7.3% | Added |
| Warren Averett Asset Management, LLC | 84,258 | $26.9M | 0.30% | +2,989+3.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 83,641 | $26.7M | 0.25% | +2,860+3.5% | Added |
| LVM Capital Management Ltd | 83,460 | $26.6M | 2.76% | −2,691−3.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 81,091 | $26.6M | 0.72% | −1,692−2.0% | Reduced |
| Baxter Bros Inc | 83,173 | $26.5M | 3.25% | +4,521+5.7% | Added |
| New York Life Investment Management LLC | 82,883 | $26.4M | 0.25% | +764+0.9% | Added |
| JustInvest LLC | 81,777 | $26.1M | 0.29% | +11,629+16.6% | Added |
| Wealthfront Advisers LLC | 81,058 | $25.9M | 0.07% | +13,910+20.7% | Added |
| Ethic Inc. | 80,325 | $25.5M | 0.46% | +1,589+2.0% | Added |
| HM Payson & Co | 79,826 | $25.5M | 0.40% | −928−1.1% | Reduced |
| Erste Asset Management GmbH | 79,290 | $25.1M | 0.21% | +38,377+93.8% | Added |
| Prudential PLC | 78,271 | $25.0M | 0.15% | +572+0.7% | Added |
| State of Alaska, Department of Revenue | 78,251 | $25.0M | 0.27% | −2,785−3.4% | Reduced |
| Beacon Pointe Advisors, LLC | 77,582 | $24.7M | 0.26% | +1,363+1.8% | Added |
| Flossbach Von Storch AG | 77,505 | $24.7M | 0.10% | −22,487−22.5% | Reduced |
| Founders Capital Management, LLC | 77,441 | $24.7M | 4.21% | +446+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 77,181 | $24.6M | 0.22% | −95,130−55.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 76,940 | $24.5M | 0.19% | +3,784+5.2% | Added |
| Atlantic Union Bankshares Corp | 76,802 | $24.5M | 0.56% | +49,426+180.5% | Added |
| Assetmark, Inc | 76,453 | $24.4M | 0.06% | +2,116+2.8% | Added |
| Abner Herrman & Brock LLC | 76,211 | $24.3M | 2.71% | +3,870+5.3% | Added |
| Mesirow Financial Investment Management, Inc. | 75,612 | $24.1M | 0.47% | −535−0.7% | Reduced |
| Nearwater Capital Markets, Ltd | 75,500 | $24.1M | 0.39% | −40,000−34.6% | Reduced |
| CIBC World Markets Inc. | 75,096 | $24.0M | 0.05% | −2,442−3.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 74,601 | $23.8M | 0.07% | +4,406+6.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 74,212 | $23.7M | 0.39% | +16,262+28.1% | Added |
| Polar Capital Holdings Plc | 73,447 | $23.4M | 0.12% | −1,494−2.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 73,110 | $23.3M | 0.93% | +63,985+701.2% | Added |
| Yousif Capital Management, LLC | 73,048 | $23.3M | 0.25% | −1,210−1.6% | Reduced |
| Jones Financial Companies LLLP | 72,981 | $23.2M | 0.02% | +17,467+31.5% | Added |
| Hancock Whitney Corp | 72,424 | $23.1M | 0.44% | −279−0.4% | Reduced |
| GWM Advisors LLC | 72,277 | $23.1M | 0.12% | +6,278+9.5% | Added |
| Abn Amro Investment Solutions | 71,984 | $23.0M | 0.46% | −1,994−2.7% | Reduced |
| Lido Advisors, LLC | 71,784 | $22.9M | 0.12% | −18,759−20.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 71,393 | $22.8M | 0.22% | +8,555+13.6% | Added |
| Marco Investment Management LLC | 71,135 | $22.7M | 1.89% | +196+0.3% | Added |
| Ninety One UK Ltd | 70,886 | $22.6M | 0.05% | −31,141−30.5% | Reduced |
| Braun Stacey Associates Inc | 70,857 | $22.6M | 0.82% | −32,340−31.3% | Reduced |
| Davenport & Co LLC | 69,786 | $22.3M | 0.12% | +4,934+7.6% | Added |
| Parthenon LLC | 69,585 | $22.2M | 2.54% | +65+0.1% | Added |
| Galvin, Gaustad & Stein, LLC | 69,474 | $22.2M | 1.91% | +60+0.1% | Added |
| Nissay Asset Management Corp | 69,215 | $22.1M | 0.13% | −577−0.8% | Reduced |
| Fiera Capital Corp | 69,212 | $22.1M | 0.07% | +20,441+41.9% | Added |
| Andra AP-fonden | 68,648 | $21.9M | 0.30% | +1,400+2.1% | Added |
| Whittier Trust Co | 68,344 | $21.8M | 0.26% | −374−0.5% | Reduced |
| Tweedy, Browne Co LLC | 68,093 | $21.7M | 2.01% | −3,727−5.2% | Reduced |
| Cobblestone Capital Advisors LLC | 68,056 | $21.7M | 1.11% | −588−0.9% | Reduced |
| Brinker Capital Investments, LLC | 67,427 | $21.5M | 0.18% | +4,977+8.0% | Added |
| Payden & Rygel | 67,400 | $21.5M | 1.78% | 00.0% | Unchanged |
| GDS Wealth Management | 66,594 | $21.2M | 1.55% | +1,973+3.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 66,587 | $21.2M | 3.49% | −463−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 66,538 | $21.2M | 0.28% | −5,472−7.6% | Reduced |
| Oppenheimer & Co Inc | 66,168 | $21.1M | 0.28% | +9,259+16.3% | Added |
| Moran Wealth Management, LLC | 65,703 | $21.0M | 0.65% | −1,985−2.9% | Reduced |
| Skye Global Management LP | 65,500 | $20.9M | 0.45% | +65,500 | New |
| Natixis | 65,424 | $20.9M | 0.10% | +26,640+68.7% | Added |
| Millennium Management LLC | 65,342 | $20.8M | 0.02% | −245,000−78.9% | Reduced |
| Eagle Global Advisors LLC | 64,486 | $20.6M | 0.83% | −865−1.3% | Reduced |
| Citizens Financial Group Inc | 64,429 | $20.6M | 0.33% | +42,009+187.4% | Added |
| GM Advisory Group, Inc. | 64,373 | $20.5M | 1.01% | +2,555+4.1% | Added |
| ASR Vermogensbeheer N.V. | 64,314 | $20.5M | 0.27% | −15,228−19.1% | Reduced |
| Peapack Gladstone Financial Corp | 64,251 | $20.5M | 0.29% | +2,603+4.2% | Added |
| La Banque Postale Asset Management SA | 63,619 | $20.3M | 0.29% | +56,071+742.9% | Added |
| Mutual of America Capital Management LLC | 63,473 | $20.2M | 0.22% | −1,071−1.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 62,950 | $20.1M | 3.31% | −2,921−4.4% | Reduced |
| Wesleyan Assurance Society | 62,345 | $19.9M | 1.29% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 62,144 | $19.8M | 0.37% | +5,045+8.8% | Added |
| Penserra Capital Management LLC | 62,111 | $19.8M | 0.28% | −344−0.6% | Reduced |
| Mackenzie Financial Corp | 62,031 | $19.8M | 0.03% | +1,397+2.3% | Added |
| OP Asset Management Ltd | 61,002 | $19.5M | 0.29% | +756+1.3% | Added |
| Allspring Global Investments Holdings, LLC | 60,289 | $19.4M | 0.03% | +12,476+26.1% | Added |