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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 60,530 | $19.3M | 0.16% | −32,134−34.7% | Reduced |
| HB Wealth Management, LLC | 59,986 | $19.1M | 0.15% | −3,498−5.5% | Reduced |
| Woodline Partners LP | 59,868 | $19.1M | 0.10% | +12,979+27.7% | Added |
| Jacobs Levy Equity Management, Inc | 59,451 | $19.0M | 0.07% | +31,707+114.3% | Added |
| Narwhal Capital Management | 59,334 | $18.9M | 1.52% | +8,876+17.6% | Added |
| Perigon Wealth Management, LLC | 58,599 | $18.7M | 0.44% | +1,005+1.7% | Added |
| Jane Street Group, LLC | 58,560 | $18.7M | 0.03% | +22,960+64.5% | Added |
| Kestra Advisory Services, LLC | 58,396 | $18.6M | 0.09% | +652+1.1% | Added |
| Generali Asset Management SPA SGR | 58,291 | $18.6M | 0.42% | −7,297−11.1% | Reduced |
| Torray LLC | 57,650 | $18.4M | 2.67% | −637−1.1% | Reduced |
| Silvercrest Asset Management Group LLC | 57,076 | $18.2M | 0.12% | −464−0.8% | Reduced |
| Elo Mutual Pension Insurance Co | 56,660 | $18.1M | 0.37% | +13,534+31.4% | Added |
| Anchor Capital Advisors LLC | 56,418 | $18.0M | 0.53% | +9,664+20.7% | Added |
| Equitable Trust Co | 56,165 | $17.9M | 0.89% | −1,674−2.9% | Reduced |
| GHP Investment Advisors, Inc. | 55,856 | $17.8M | 0.79% | +152+0.3% | Added |
| Covea Finance | 55,600 | $17.7M | 0.66% | +36,600+192.6% | Added |
| Calamos Wealth Management LLC | 55,449 | $17.7M | 0.75% | +1,597+3.0% | Added |
| Sequoia Financial Advisors, LLC | 55,181 | $17.6M | 0.12% | +3,148+6.1% | Added |
| Cullinan Associates Inc | 54,805 | $17.5M | 1.15% | +1,039+1.9% | Added |
| Foyston, Gordon, & Payne Inc | 54,668 | $17.4M | 3.97% | +8,513+18.4% | Added |
| Brookstone Capital Management | 54,358 | $17.3M | 0.23% | −30,558−36.0% | Reduced |
| Willis Investment Counsel | 54,288 | $17.3M | 1.01% | +594+1.1% | Added |
| Tocqueville Asset Management L.P. | 54,144 | $17.3M | 0.26% | −285−0.5% | Reduced |
| Pacer Advisors, Inc. | 54,057 | $17.2M | 0.04% | +19,047+54.4% | Added |
| Matthew Goff Investment Advisor, LLC | 53,908 | $17.2M | 3.18% | −1,035−1.9% | Reduced |
| Carret Asset Management, LLC | 52,923 | $16.9M | 1.80% | −698−1.3% | Reduced |
| Chemistry Wealth Management LLC | 51,920 | $16.6M | 3.55% | −100.0% | Reduced |
| Private Advisor Group, LLC | 51,385 | $16.4M | 0.09% | −5,266−9.3% | Reduced |
| Scotia Capital Inc. | 50,826 | $16.2M | 0.08% | −2,971−5.5% | Reduced |
| Sienna Gestion | 55,265 | $16.1M | 1.11% | +5,350+10.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 50,421 | $16.1M | 0.49% | +939+1.9% | Added |
| Laffer Tengler Investments | 50,273 | $16.0M | 2.86% | −3,224−6.0% | Reduced |
| NEOS Investment Management LLC | 50,163 | $16.0M | 0.20% | +10,696+27.1% | Added |
| Mirova | 49,506 | $15.8M | 2.23% | +3,721+8.1% | Added |
| Argent Trust Co | 49,117 | $15.7M | 0.59% | −597−1.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 49,017 | $15.6M | 0.95% | +876+1.8% | Added |
| Atria Investments LLC | 48,933 | $15.6M | 0.18% | −4,400−8.3% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 48,870 | $15.6M | 0.69% | −640−1.3% | Reduced |
| Stanley Capital Management, LLC | 48,830 | $15.6M | 2.62% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 48,700 | $15.5M | 0.11% | 00.0% | Unchanged |
| Rice Partnership, LLC | 48,673 | $15.5M | 2.70% | −9,995−17.0% | Reduced |
| Cresset Asset Management, LLC | 48,584 | $15.5M | 0.08% | −4,910−9.2% | Reduced |
| Perennial Advisors, LLC | 48,494 | $15.5M | 2.87% | −140.0% | Reduced |
| Sky Investment Group LLC | 48,105 | $15.3M | 2.69% | −597−1.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 48,024 | $15.3M | 0.43% | +44,306+1,191.7% | Added |
| Illinois Municipal Retirement Fund | 47,983 | $15.3M | 0.21% | +8,249+20.8% | Added |
| Oregon Public Employees Retirement Fund | 47,745 | $15.2M | 0.27% | +100+0.2% | Added |
| Fishman Jay A Ltd | 47,577 | $15.2M | 1.45% | +1,895+4.1% | Added |
| Choate Investment Advisors | 47,298 | $15.1M | 0.33% | −487−1.0% | Reduced |
| Greystone Financial Group, LLC | 47,164 | $15.0M | 2.48% | −444−0.9% | Reduced |
| Clearstead Advisors, LLC | 47,066 | $15.0M | 0.21% | +299+0.6% | Added |
| Thomasville National Bank | 47,006 | $15.0M | 1.02% | −108−0.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $15.0M | 0.12% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 46,840 | $14.9M | 1.01% | +220+0.5% | Added |
| WoodTrust Financial Corp | 59,117 | $14.6M | 2.03% | +18,132+44.2% | Added |
| Eagle Rock Investment Company, LLC | 45,672 | $14.6M | 2.31% | +258+0.6% | Added |
| Hudson Valley Investment Advisors Inc | 45,649 | $14.6M | 1.59% | −106−0.2% | Reduced |
| Sprucegrove Investment Management Ltd | 44,990 | $14.4M | 1.16% | −400−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 42,330 | $14.3M | 0.11% | +3,662+9.5% | Added |
| Dorsey & Whitney Trust CO LLC | 44,068 | $14.1M | 0.74% | −1,578−3.5% | Reduced |
| Silicon Valley Capital Partners | 43,217 | $13.8M | 1.44% | −1,398−3.1% | Reduced |
| Edgar Lomax Co | 43,045 | $13.7M | 0.87% | −700−1.6% | Reduced |
| Diversified Trust Co | 42,914 | $13.7M | 0.30% | −2,013−4.5% | Reduced |
| NFC Investments, LLC | 42,685 | $13.6M | 3.89% | +1,495+3.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 42,643 | $13.6M | 0.69% | +7,345+20.8% | Added |
| Univest Financial Corp | 42,443 | $13.5M | 0.81% | +34+0.1% | Added |
| Panagora Asset Management Inc | 42,411 | $13.5M | 0.06% | −7,901−15.7% | Reduced |
| Griffin Asset Management, Inc. | 42,365 | $13.5M | 1.60% | −745−1.7% | Reduced |
| Norinchukin Bank, The | 42,204 | $13.5M | 0.20% | +2,634+6.7% | Added |
| Searle & Co. | 42,169 | $13.5M | 3.80% | −30−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 42,045 | $13.4M | 1.00% | −16,964−28.7% | Reduced |
| NWF Advisory Services Inc. | 41,801 | $13.3M | 1.59% | +4,998+13.6% | Added |
| Van Cleef Asset Management,Inc | 41,774 | $13.3M | 1.44% | −408−1.0% | Reduced |
| Great West Life Assurance Co | 41,653 | $13.3M | 0.02% | −867−2.0% | Reduced |
| Eventide Asset Management, LLC | 40,710 | $13.3M | 0.23% | +15,448+61.2% | Added |
| Kinneret Advisory, LLC | 41,596 | $13.3M | 1.21% | −62−0.1% | Reduced |
| Thames Capital Management LLC | 41,576 | $13.3M | 3.00% | +41,576 | New |
| Kestra Private Wealth Services, LLC | 41,533 | $13.2M | 0.19% | −1,751−4.0% | Reduced |
| Brown Brothers Harriman & Co | 41,401 | $13.2M | 0.08% | +1,090+2.7% | Added |
| Shayne & Co., LLC | 41,390 | $13.2M | 4.36% | −21,792−34.5% | Reduced |
| Stockman Wealth Management, Inc. | 41,259 | $13.2M | 1.79% | +39,989+3,148.7% | Added |
| Davy Global Fund Management Ltd | 40,628 | $13.0M | 1.15% | +1,997+5.2% | Added |
| Financial Avengers, Inc. | 40,394 | $12.9M | 5.98% | −55−0.1% | Reduced |
| Grimes & Company, Inc. | 40,391 | $12.9M | 0.35% | +261+0.7% | Added |
| Shelton Capital Management | 40,204 | $12.8M | 0.30% | +3,436+9.3% | Added |
| Shelter Mutual Insurance Co | 39,885 | $12.7M | 2.95% | 00.0% | Unchanged |
| Capital International Inc | 39,568 | $12.6M | 0.12% | +20,065+102.9% | Added |
| Fundamentun, LLC | 39,475 | $12.6M | 0.58% | +678+1.7% | Added |
| M. Kulyk & Associates, LLC | 39,034 | $12.5M | 2.70% | −235−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 38,947 | $12.4M | 1.92% | +358+0.9% | Added |
| Stansberry Asset Management, LLC | 38,858 | $12.4M | 1.35% | +428+1.1% | Added |
| Klingenstein Fields & Co LP | 38,668 | $12.3M | 0.49% | −6,722−14.8% | Reduced |
| Radnor Capital Management, LLC | 38,558 | $12.3M | 1.96% | −390−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,262 | $12.2M | 0.61% | −8,192−17.6% | Reduced |
| Mizuho Securities USA LLC | 38,248 | $12.2M | 0.26% | +38,248 | New |
| L1 Capital International Pty Ltd | 40,593 | $12.1M | 2.96% | +7,643+23.2% | Added |
| Comgest Global Investors S.A.S. | 37,607 | $12.0M | 0.20% | +15,505+70.2% | Added |
| Merit Financial Group, LLC | 37,397 | $11.9M | 0.13% | +16,581+79.7% | Added |
| Unison Asset Management LLC | 37,167 | $11.9M | 5.98% | +1,686+4.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 37,044 | $11.8M | 7.23% | −264−0.7% | Reduced |