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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 36,896 | $11.8M | 0.27% | −433−1.2% | Reduced |
| Highland Capital Management, LLC | 36,823 | $11.7M | 0.64% | −32−0.1% | Reduced |
| Avanza Fonder AB | 36,702 | $11.7M | 0.35% | −5,353−12.7% | Reduced |
| Rheos Capital Works Inc. | 36,700 | $11.7M | 0.67% | 00.0% | Unchanged |
| Family Capital Trust Co | 36,680 | $11.7M | 4.05% | −341−0.9% | Reduced |
| Cornerstone Advisors, LLC | 36,200 | $11.5M | 0.40% | +4,400+13.8% | Added |
| LaFleur & Godfrey LLC | 36,121 | $11.5M | 1.44% | +16,472+83.8% | Added |
| Wellington Shields Capital Management, LLC | 36,063 | $11.5M | 1.95% | +534+1.5% | Added |
| Jacobs & Co | 35,614 | $11.4M | 1.13% | +100+0.3% | Added |
| D.A. Davidson & Co. | 35,535 | $11.3M | 0.08% | −85−0.2% | Reduced |
| Kentucky Retirement Systems | 35,516 | $11.3M | 0.33% | −2,328−6.2% | Reduced |
| Stokes Capital Advisors, LLC | 35,303 | $11.3M | 2.76% | +2,539+7.7% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 35,210 | $11.2M | 3.72% | −52−0.1% | Reduced |
| Independent Advisor Alliance | 35,003 | $11.2M | 0.32% | −5,169−12.9% | Reduced |
| Advisory Services Network, LLC | 37,069 | $11.1M | 0.18% | +10,787+41.0% | Added |
| Martin Investment Management, LLC | 34,523 | $11.0M | 2.82% | −63−0.2% | Reduced |
| Meyer Handelman Co | 34,460 | $11.0M | 0.36% | 00.0% | Unchanged |
| Gillson Capital LP | 34,320 | $10.9M | 0.84% | +34,320 | New |
| Rodgers Brothers Inc. | 34,177 | $10.9M | 1.38% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 33,773 | $10.8M | 0.04% | −9,932−22.7% | Reduced |
| Westend Capital Management, LLC | 33,705 | $10.8M | 3.31% | +982+3.0% | Added |
| SP Asset Management LLC | 33,642 | $10.7M | 0.89% | +69+0.2% | Added |
| Genus Capital Management Inc. | 33,546 | $10.7M | 1.36% | +33,546 | New |
| Hartford Investment Management Co | 33,417 | $10.7M | 0.34% | −450−1.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 33,317 | $10.6M | 0.29% | 00.0% | Unchanged |
| Summit Financial, LLC | 33,169 | $10.6M | 0.24% | +3,669+12.4% | Added |
| Quadrant Capital Group LLC | 33,053 | $10.5M | 0.38% | +14,748+80.6% | Added |
| Winslow Asset Management Inc | 33,045 | $10.5M | 2.13% | +479+1.5% | Added |
| Bensler, LLC | 33,000 | $10.5M | 1.18% | +1,306+4.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 32,839 | $10.5M | 2.74% | −300−0.9% | Reduced |
| Shell Asset Management Co | 32,476 | $10.4M | 0.36% | +9,596+41.9% | Added |
| DCM Advisors, LLC | 32,599 | $10.3M | 4.43% | +2,202+7.2% | Added |
| Artemis Investment Management LLP | 32,374 | $10.3M | 0.13% | −2,576−7.4% | Reduced |
| Bessemer Group Inc | 32,160 | $10.3M | 0.02% | +5,158+19.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 32,066 | $10.2M | 0.84% | +1,141+3.7% | Added |
| LB Partners LLC | 32,000 | $10.2M | 6.52% | 00.0% | Unchanged |
| We Are One Seven, LLC | 31,986 | $10.2M | 0.33% | +4,709+17.3% | Added |
| Letson Investment Management, Inc. | 31,835 | $10.2M | 4.01% | −120.0% | Reduced |
| Stonegate Investment Group, LLC | 31,739 | $10.1M | 0.25% | +29,969+1,693.2% | Added |
| Private Advisory Group LLC | 31,710 | $10.1M | 0.95% | +31,710 | New |
| Contravisory Investment Management, Inc. | 31,693 | $10.1M | 1.99% | +143+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 31,600 | $10.1M | 1.19% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 31,520 | $10.1M | 0.26% | −2,287−6.8% | Reduced |
| ING Groep NV | 31,406 | $10.0M | 0.06% | +1,874+6.3% | Added |
| KMG Fiduciary Partners, LLC | 31,353 | $10.0M | 0.74% | +186+0.6% | Added |
| Thompson Siegel & Walmsley LLC | 31,338 | $10.0M | 0.17% | −812−2.5% | Reduced |
| CWM, LLC | 30,814 | $9.83M | 0.03% | +462+1.5% | Added |
| HighPoint Advisor Group LLC | 30,772 | $9.82M | 0.52% | −604−1.9% | Reduced |
| St Germain D J Co Inc | 30,476 | $9.72M | 0.42% | −44−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 30,215 | $9.64M | 0.16% | −92−0.3% | Reduced |
| Meitav Dash Investments Ltd | 30,175 | $9.62M | 0.15% | +7,054+30.5% | Added |
| Ceera Investments, LLC | 29,766 | $9.49M | 2.91% | −235−0.8% | Reduced |
| EP Wealth Advisors, LLC | 29,732 | $9.48M | 0.06% | +1,337+4.7% | Added |
| Pavion Blue Capital, LLC | 29,551 | $9.43M | 4.19% | −178−0.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 29,491 | $9.41M | 2.00% | +3,019+11.4% | Added |
| Equitable Holdings, Inc. | 29,411 | $9.38M | 0.08% | +8,061+37.8% | Added |
| Old National Bancorp | 29,390 | $9.37M | 0.17% | +23,478+397.1% | Added |
| Birch Financial Group, LLC | 29,380 | $9.37M | 7.49% | +148+0.5% | Added |
| Boston Common Asset Management, LLC | 29,264 | $9.33M | 0.26% | −2,262−7.2% | Reduced |
| Louisiana State Employees Retirement System | 29,200 | $9.31M | 0.17% | −600−2.0% | Reduced |
| 1st Source Bank | 29,173 | $9.31M | 0.51% | −2,029−6.5% | Reduced |
| Benjamin Edwards Inc | 29,166 | $9.30M | 0.12% | +325+1.1% | Added |
| Stratos Wealth Partners, LTD. | 29,148 | $9.30M | 0.13% | −1,259−4.1% | Reduced |
| Headinvest, LLC | 29,079 | $9.28M | 1.98% | −3,455−10.6% | Reduced |
| Securian Asset Management, Inc | 28,938 | $9.23M | 0.26% | −518−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 28,907 | $9.22M | 0.33% | −3,371−10.4% | Reduced |
| Legacy Trust | 28,814 | $9.19M | 2.25% | −2,372−7.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 28,446 | $9.07M | 0.25% | −9,500−25.0% | Reduced |
| Longbow Finance SA | 28,273 | $9.02M | 0.96% | +28,273 | New |
| Worldquant Millennium Advisors LLC | 28,042 | $8.94M | 0.04% | −72,121−72.0% | Reduced |
| Synovus Financial Corp | 28,019 | $8.94M | 0.11% | +3,841+15.9% | Added |
| Bearing Point Capital, LLC | 27,946 | $8.91M | 1.64% | +233+0.8% | Added |
| Boyd Watterson Asset Management LLC | 27,877 | $8.89M | 2.80% | +935+3.5% | Added |
| Guardian Partners Inc. | 27,798 | $8.82M | 0.79% | −39−0.1% | Reduced |
| Assenagon Asset Management S.A. | 27,593 | $8.80M | 0.01% | +174+0.6% | Added |
| AlTi Global, Inc. | 27,425 | $8.78M | 0.22% | +19,538+247.7% | Added |
| Bryn Mawr Trust Co | 27,410 | $8.74M | 0.16% | −3,150−10.3% | Reduced |
| Hudson Bay Capital Management LP | 27,382 | $8.73M | 0.06% | −560−2.0% | Reduced |
| Mirabaud Asset Management Ltd | 27,364 | $8.68M | 4.04% | +5,506+25.2% | Added |
| New Age Alpha Advisors, LLC | 27,076 | $8.64M | 0.38% | +938+3.6% | Added |
| J.W. Cole Advisors, Inc. | 26,708 | $8.52M | 0.18% | +2,626+10.9% | Added |
| Maryland State Retirement & Pension System | 26,696 | $8.52M | 0.19% | +745+2.9% | Added |
| Coastline Trust Co | 26,654 | $8.50M | 0.97% | −110.0% | Reduced |
| Adviser Investments LLC | 26,498 | $8.45M | 0.11% | +21+0.1% | Added |
| McMahon Financial Advisors, LLC | 26,407 | $8.42M | 1.98% | −1,425−5.1% | Reduced |
| Winton Group Ltd | 26,276 | $8.38M | 0.43% | +26,276 | New |
| Bokf, NA | 26,219 | $8.36M | 0.14% | +775+3.0% | Added |
| Foster Group, Inc. | 26,210 | $8.36M | 0.29% | +76+0.3% | Added |
| Reliant Investment Management, LLC | 26,189 | $8.35M | 3.62% | +480+1.9% | Added |
| Avantax Advisory Services, Inc. | 26,170 | $8.35M | 0.05% | +469+1.8% | Added |
| Chatham Capital Group, Inc. | 26,164 | $8.35M | 1.27% | −533−2.0% | Reduced |
| Central Trust Co | 26,000 | $8.29M | 0.19% | −908−3.4% | Reduced |
| New Mexico Educational Retirement Board | 25,963 | $8.28M | 0.27% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25,429 | $8.11M | 1.99% | −445−1.7% | Reduced |
| Vise Technologies, Inc. | 25,333 | $8.08M | 0.33% | +25,333 | New |
| Savant Capital, LLC | 25,233 | $8.05M | 0.06% | +1,063+4.4% | Added |
| AMG National Trust Bank | 25,202 | $8.04M | 0.21% | −371−1.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 25,166 | $8.03M | 0.48% | −1,453−5.5% | Reduced |
| Commerzbank Aktiengesellschaft | 25,042 | $7.99M | 0.18% | −4,845−16.2% | Reduced |
| Atria Wealth Solutions, Inc. | 24,890 | $7.98M | 0.18% | −14,410−36.7% | Reduced |