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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 24,881 | $7.94M | 0.58% | −454−1.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 24,725 | $7.89M | 0.65% | +334+1.4% | Added |
| Roundview Capital LLC | 24,672 | $7.87M | 0.53% | +106+0.4% | Added |
| Summit Trail Advisors, LLC | 24,672 | $7.87M | 0.14% | +24,672 | New |
| Venture Visionary Partners LLC | 24,426 | $7.79M | 0.29% | +195+0.8% | Added |
| Kingsview Wealth Management, LLC | 24,417 | $7.79M | 0.13% | +226+0.9% | Added |
| Arvest Bank Trust Division | 24,310 | $7.75M | 0.45% | +189+0.8% | Added |
| Heritage Trust Co | 24,064 | $7.68M | 0.89% | −993−4.0% | Reduced |
| Banque Cantonale Vaudoise | 24,055 | $7.67M | 0.31% | +2,701+12.6% | Added |
| Hendershot Investments Inc. | 24,029 | $7.66M | 1.02% | −332−1.4% | Reduced |
| Bailard, Inc. | 23,933 | $7.63M | 0.18% | +13,525+129.9% | Added |
| E. Ohman J:or Asset Management AB | 23,796 | $7.59M | 0.19% | −524−2.2% | Reduced |
| Arcadia Investment Management Corp | 23,694 | $7.56M | 1.21% | −405−1.7% | Reduced |
| Cary Street Partners Financial LLC | 23,558 | $7.51M | 0.21% | −760−3.1% | Reduced |
| Wetherby Asset Management Inc | 23,533 | $7.51M | 0.33% | +23,533 | New |
| Trust Co of Vermont | 23,504 | $7.50M | 0.35% | −114−0.5% | Reduced |
| Adalta Capital Management LLC | 23,445 | $7.48M | 3.75% | −940−3.9% | Reduced |
| Callan Family Office, LLC | 23,434 | $7.47M | 0.24% | +10,842+86.1% | Added |
| Wisconsin Capital Management LLC | 23,348 | $7.45M | 4.11% | +636+2.8% | Added |
| Insight Wealth Strategies, LLC | 23,085 | $7.45M | 0.94% | −38−0.2% | Reduced |
| Silvant Capital Management LLC | 23,303 | $7.43M | 0.28% | −260−1.1% | Reduced |
| Guggenheim Capital LLC | 23,300 | $7.43M | 0.06% | −2,327−9.1% | Reduced |
| Naples Global Advisors, LLC | 23,255 | $7.42M | 0.64% | +1,792+8.3% | Added |
| Seizert Capital Partners, LLC | 23,248 | $7.42M | 0.33% | −932−3.9% | Reduced |
| First Interstate Bank | 23,179 | $7.39M | 0.43% | −363−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 23,125 | $7.38M | 0.25% | −156−0.7% | Reduced |
| Northwest & Ethical Investments L.P. | 23,118 | $7.37M | 0.18% | +2,784+13.7% | Added |
| Bretton Capital Management, LLC | 23,100 | $7.37M | 6.65% | 00.0% | Unchanged |
| RBF Capital, LLC | 23,000 | $7.34M | 0.36% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 22,972 | $7.33M | 0.07% | −5,023−17.9% | Reduced |
| RSM US Wealth Management LLC | 22,963 | $7.32M | 0.10% | +434+1.9% | Added |
| NewEdge Wealth, LLC | 24,751 | $7.29M | 0.11% | −671−2.6% | Reduced |
| Community Financial Services Group, LLC | 22,843 | $7.29M | 1.45% | −339−1.5% | Reduced |
| Omers Administration Corp | 22,800 | $7.27M | 0.06% | +400+1.8% | Added |
| Sandhill Capital Partners LLC | 22,713 | $7.25M | 0.52% | −116−0.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 22,641 | $7.22M | 1.80% | +16,354+260.1% | Added |
| Wright Investors Service Inc | 22,617 | $7.21M | 2.18% | −196−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 22,576 | $7.20M | 0.42% | +442+2.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $7.17M | 0.68% | −5,000−18.2% | Reduced |
| AlpenGlobal Capital LLC | 22,295 | $7.11M | 4.26% | +225+1.0% | Added |
| Family Management Corp | 22,190 | $7.08M | 1.08% | +110.0% | Added |
| Voleon Capital Management LP | 22,116 | $7.05M | 0.39% | −13,471−37.9% | Reduced |
| L & S Advisors Inc | 22,112 | $7.05M | 0.70% | +11,424+106.9% | Added |
| F/M Investments LLC | 22,105 | $7.05M | 0.26% | +328+1.5% | Added |
| Wedbush Securities Inc | 22,068 | $7.04M | 0.25% | −686−3.0% | Reduced |
| Grassi Investment Management | 22,060 | $7.04M | 0.56% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 22,051 | $7.03M | 0.11% | +3,031+15.9% | Added |
| LGT Group Foundation | 22,047 | $7.03M | 0.09% | +4,451+25.3% | Added |
| Concurrent Investment Advisors, LLC | 22,039 | $7.03M | 0.14% | +439+2.0% | Added |
| Chicago Trust Co NA | 22,030 | $7.03M | 0.99% | +435+2.0% | Added |
| Umb Bank N A | 21,841 | $6.97M | 0.11% | −741−3.3% | Reduced |
| Brevan Howard Capital Management LP | 21,793 | $6.95M | 0.08% | +21,793 | New |
| Plato Investment Management Ltd | 21,816 | $6.93M | 0.52% | +1,475+7.3% | Added |
| Pittenger & Anderson Inc | 21,658 | $6.91M | 0.25% | +19,500+903.6% | Added |
| Condor Capital Management | 21,542 | $6.87M | 0.60% | −248−1.1% | Reduced |
| Chapman Investment Management, LLC | 21,438 | $6.84M | 4.77% | −24−0.1% | Reduced |
| Fiduciary Group LLC | 21,344 | $6.81M | 0.64% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 21,323 | $6.80M | 0.06% | +10,141+90.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 21,287 | $6.79M | 0.75% | −922−4.2% | Reduced |
| Northstar Group, Inc. | 21,087 | $6.73M | 1.04% | +532+2.6% | Added |
| Investment Management Corp of Ontario | 20,981 | $6.69M | 0.10% | −22,175−51.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 20,898 | $6.67M | 0.34% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 20,855 | $6.65M | 0.45% | +2,493+13.6% | Added |
| Hutner Capital Management Inc | 20,659 | $6.59M | 3.00% | −1,650−7.4% | Reduced |
| Hemenway Trust Co LLC | 20,590 | $6.57M | 0.51% | +19,190+1,370.7% | Added |
| Empirical Finance, LLC | 20,522 | $6.55M | 0.34% | +124+0.6% | Added |
| Fort Sheridan Advisors LLC | 20,446 | $6.52M | 0.93% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.42M | 1.33% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 20,082 | $6.41M | 0.06% | +657+3.4% | Added |
| Kathleen S. Wright Associates Inc. | 20,427 | $6.39M | 2.49% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19,950 | $6.36M | 0.31% | −2,752−12.1% | Reduced |
| NewSquare Capital LLC | 19,921 | $6.35M | 0.47% | +957+5.0% | Added |
| Banco Santander, S.A. | 19,895 | $6.35M | 0.06% | +480+2.5% | Added |
| Courier Capital LLC | 19,770 | $6.31M | 0.38% | −215−1.1% | Reduced |
| Modera Wealth Management, LLC | 19,691 | $6.28M | 0.08% | +247+1.3% | Added |
| CSM Advisors, LLC | 19,640 | $6.26M | 0.18% | +790+4.2% | Added |
| Stephens Inc | 19,547 | $6.24M | 0.09% | −630−3.1% | Reduced |
| Chemung Canal Trust Co | 19,500 | $6.22M | 1.31% | +25+0.1% | Added |
| Hi-Line Capital Management, LLC | 19,235 | $6.14M | 2.17% | −66−0.3% | Reduced |
| Impax Asset Management Group plc | 19,218 | $6.13M | 0.04% | +8,421+78.0% | Added |
| TKG Advisors, LLC | 19,195 | $6.12M | 2.74% | −488−2.5% | Reduced |
| Lincoln Capital LLC | 19,174 | $6.12M | 1.18% | −344−1.8% | Reduced |
| Beck Bode, LLC | 19,158 | $6.11M | 1.03% | +19,158 | New |
| Principal Securities, Inc. | 19,114 | $6.10M | 0.11% | +3,590+23.1% | Added |
| JLB & Associates Inc | 19,083 | $6.09M | 0.85% | +465+2.5% | Added |
| Trajan Wealth LLC | 19,020 | $6.07M | 0.30% | +3,033+19.0% | Added |
| BFSG, LLC | 18,949 | $6.04M | 0.68% | −16−0.1% | Reduced |
| Welch Group, LLC | 18,833 | $6.01M | 0.25% | +24+0.1% | Added |
| Foundations Investment Advisors, LLC | 18,619 | $5.94M | 0.09% | +2,849+18.1% | Added |
| Journey Strategic Wealth LLC | 18,580 | $5.93M | 0.19% | +1,179+6.8% | Added |
| Mount Vernon Associates Inc | 18,567 | $5.92M | 4.28% | −20−0.1% | Reduced |
| Horizon Investments, LLC | 18,490 | $5.88M | 0.09% | +8,523+85.5% | Added |
| Tokio Marine Asset Management Co Ltd | 18,384 | $5.86M | 0.22% | +1,289+7.5% | Added |
| Karani Asset Management LLC | 18,327 | $5.85M | 5.66% | +2,563+16.3% | Added |
| 2Xideas AG | 18,325 | $5.85M | 1.01% | −332−1.8% | Reduced |
| Chase Investment Counsel Corp | 18,224 | $5.81M | 1.86% | +18,224 | New |
| NorthRock Partners, LLC | 18,206 | $5.81M | 0.15% | +801+4.6% | Added |
| Sagespring Wealth Partners, LLC | 18,171 | $5.80M | 0.12% | +1,906+11.7% | Added |
| Ibex Wealth Advisors | 18,056 | $5.76M | 0.61% | +1,219+7.2% | Added |
| Pacifica Capital Investments, LLC | 18,020 | $5.75M | 1.69% | 00.0% | Unchanged |