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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 17,886 | $5.71M | 0.14% | +2,054+13.0% | Added |
| Callahan Advisors, LLC | 17,827 | $5.69M | 0.51% | +10.0% | Added |
| Coldstream Capital Management Inc | 17,785 | $5.67M | 0.09% | +4,002+29.0% | Added |
| Resources Investment Advisors, LLC. | 17,782 | $5.67M | 0.06% | +124+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,656 | $5.63M | 0.09% | +40.0% | Added |
| Hamilton Capital Partners Inc. | 17,642 | $5.63M | 0.29% | +1,786+11.3% | Added |
| Morton Community Bank | 17,600 | $5.61M | 1.40% | +23+0.1% | Added |
| Caldwell Trust Co | 17,531 | $5.59M | 0.56% | −1,270−6.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,444 | $5.56M | 0.13% | +2,037+13.2% | Added |
| Resonant Capital Advisors, LLC | 17,424 | $5.56M | 0.35% | +619+3.7% | Added |
| CFC Planning Co LLC | 17,319 | $5.52M | 5.34% | +2,099+13.8% | Added |
| Ghe, LLC | 17,287 | $5.51M | 2.47% | +127+0.7% | Added |
| Glenview Trust Co | 17,129 | $5.46M | 0.09% | +307+1.8% | Added |
| Elgethun Capital Management | 17,113 | $5.46M | 1.10% | −171−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,063 | $5.44M | 0.04% | −92,176−84.4% | Reduced |
| NBT Bank N A | 17,059 | $5.44M | 0.37% | −310−1.8% | Reduced |
| Cullen Capital Management LLC | 17,007 | $5.42M | 0.06% | +343+2.1% | Added |
| Jag Capital Management, LLC | 16,986 | $5.42M | 0.61% | −312−1.8% | Reduced |
| Gotham Asset Management, LLC | 16,954 | $5.41M | 0.03% | +1,342+8.6% | Added |
| Pring Turner Capital Group Inc | 16,941 | $5.40M | 3.49% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 16,896 | $5.39M | 0.52% | −2,085−11.0% | Reduced |
| WP Advisors, LLC | 16,868 | $5.38M | 1.48% | +296+1.8% | Added |
| Dark Forest Capital Management LP | 16,725 | $5.33M | 0.21% | +9,875+144.2% | Added |
| Tower Bridge Advisors | 16,709 | $5.33M | 0.57% | +3,810+29.5% | Added |
| Greenleaf Trust | 16,705 | $5.33M | 0.05% | −4,711−22.0% | Reduced |
| Park National Corp | 16,638 | $5.31M | 0.18% | −95−0.6% | Reduced |
| Oddo BHF Asset Management SAS | 16,584 | $5.29M | 0.20% | −7,789−32.0% | Reduced |
| Nordwand Advisors, LLC | 16,484 | $5.26M | 0.83% | +16,349+12,110.4% | Added |
| Lee Johnson Capital Management, LLC | 16,425 | $5.24M | 1.80% | −40.0% | Reduced |
| Bill Few Associates, Inc. | 16,374 | $5.22M | 1.48% | −279−1.7% | Reduced |
| Entropy Technologies, LP | 16,373 | $5.22M | 0.41% | +5,263+47.4% | Added |
| Salvus Wealth Management, LLC | 16,370 | $5.22M | 3.05% | −208−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 16,332 | $5.21M | 0.16% | +175+1.1% | Added |
| Kanawha Capital Management LLC | 16,331 | $5.21M | 0.39% | +299+1.9% | Added |
| Moody Lynn & Lieberson, LLC | 16,331 | $5.21M | 0.30% | +955+6.2% | Added |
| Gilman Hill Asset Management, LLC | 16,284 | $5.19M | 0.85% | +62+0.4% | Added |
| Van Eck Associates Corp | 16,276 | $5.19M | 0.01% | +545+3.5% | Added |
| Apollon Wealth Management, LLC | 16,259 | $5.19M | 0.10% | −422−2.5% | Reduced |
| Delta Global Management LP | 16,246 | $5.18M | 0.35% | −147,213−90.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,208 | $5.17M | 0.21% | +70+0.4% | Added |
| Brave Asset Management Inc | 16,009 | $5.11M | 1.39% | 00.0% | Unchanged |
| Dakota Wealth Management | 15,979 | $5.10M | 0.11% | +352+2.3% | Added |
| Vident Advisory, LLC | 15,963 | $5.09M | 0.06% | +31+0.2% | Added |
| Kerusso Capital Management LLC | 15,927 | $5.08M | 3.14% | +8+0.1% | Added |
| Snowden Capital Advisors LLC | 15,898 | $5.07M | 0.15% | −1,373−7.9% | Reduced |
| Catalyst Capital Advisors LLC | 15,837 | $5.05M | 0.10% | −791−4.8% | Reduced |
| Trinity Legacy Partners, LLC | 16,195 | $5.05M | 1.23% | −90−0.6% | Reduced |
| Fort Point Capital Partners LLC | 15,828 | $5.05M | 0.51% | +9,900+167.0% | Added |
| Stone Point Wealth LLC | 15,811 | $5.04M | 1.56% | +157+1.0% | Added |
| Everence Capital Management Inc | 15,794 | $5.04M | 0.32% | −700−4.2% | Reduced |
| Bleakley Financial Group, LLC | 15,791 | $5.04M | 0.13% | +3,321+26.6% | Added |
| CX Institutional | 15,750 | $5.02M | 0.18% | −23,629−60.0% | Reduced |
| Hodges Capital Management Inc. | 15,664 | $5.00M | 0.48% | −217−1.4% | Reduced |
| BNC Wealth Management, LLC | 15,655 | $4.99M | 1.48% | +589+3.9% | Added |
| BDF-Gestion | 15,574 | $4.97M | 0.56% | −1,697−9.8% | Reduced |
| Sumitomo Life Insurance Co | 15,539 | $4.96M | 0.34% | −3,171−16.9% | Reduced |
| Nemes Rush Group LLC | 15,500 | $4.94M | 0.54% | −701−4.3% | Reduced |
| Trexquant Investment LP | 15,389 | $4.91M | 0.06% | −11,396−42.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 15,202 | $4.85M | 0.36% | +597+4.1% | Added |
| AustralianSuper Pty Ltd | 15,201 | $4.85M | 0.02% | −6,279−29.2% | Reduced |
| Signaturefd, LLC | 15,194 | $4.85M | 0.08% | +669+4.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,074 | $4.81M | 0.33% | −1,045−6.5% | Reduced |
| BKD Wealth Advisors, LLC | 15,067 | $4.81M | 0.10% | −70.0% | Reduced |
| Coastal Bridge Advisors, LLC | 15,062 | $4.80M | 0.40% | +201+1.4% | Added |
| Empire Financial Management Company, LLC | 15,025 | $4.79M | 1.38% | −11−0.1% | Reduced |
| Generate Investment Management Ltd | 15,000 | $4.78M | 0.27% | +15,000 | New |
| Meeder Advisory Services, Inc. | 14,960 | $4.77M | 0.25% | +1,185+8.6% | Added |
| South State Corp. | 14,940 | $4.77M | 0.21% | +550+3.8% | Added |
| Empowered Funds, LLC | 14,878 | $4.75M | 0.05% | +2,737+22.5% | Added |
| Ossiam | 14,853 | $4.74M | 0.05% | +4,492+43.4% | Added |
| Covenant Asset Management, LLC | 14,806 | $4.72M | 0.97% | +12,233+475.4% | Added |
| Wynn Capital, LLC | 14,775 | $4.71M | 2.51% | −55−0.4% | Reduced |
| Benedict Financial Advisors Inc | 14,764 | $4.71M | 1.07% | +126+0.9% | Added |
| Frank, Rimerman Advisors LLC | 14,719 | $4.70M | 0.32% | +2,373+19.2% | Added |
| AssuredPartners Investment Advisors, LLC | 14,714 | $4.69M | 1.15% | −143−1.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,661 | $4.68M | 1.67% | −20−0.1% | Reduced |
| Banque Pictet & Cie SA | 14,656 | $4.67M | 0.05% | −1,774−10.8% | Reduced |
| Aviance Capital Partners, LLC | 14,538 | $4.64M | 0.61% | +8+0.1% | Added |
| Mathes Company, Inc. | 14,508 | $4.63M | 1.72% | −530−3.5% | Reduced |
| Triglav Skladi, D.O.O. | 14,500 | $4.63M | 0.33% | −4,500−23.7% | Reduced |
| Tower Research Capital LLC (TRC) | 14,457 | $4.61M | 0.12% | −2,848−16.5% | Reduced |
| Haverford Trust Co | 14,442 | $4.61M | 0.04% | −2,170−13.1% | Reduced |
| Teamwork Financial Advisors, LLC | 14,417 | $4.60M | 0.56% | +489+3.5% | Added |
| Vinva Investment Management Ltd | 14,459 | $4.59M | 0.12% | +3,422+31.0% | Added |
| AE Wealth Management LLC | 14,255 | $4.55M | 0.03% | +1,435+11.2% | Added |
| TCTC Holdings, LLC | 14,183 | $4.52M | 0.15% | −55−0.4% | Reduced |
| Jennison Associates LLC | 14,153 | $4.51M | 0.00% | +4,401+45.1% | Added |
| TD Private Client Wealth LLC | 14,090 | $4.49M | 0.11% | +268+1.9% | Added |
| Goelzer Investment Management, Inc. | 14,014 | $4.47M | 0.24% | −142−1.0% | Reduced |
| Hartline Investment Corp | 14,005 | $4.47M | 0.51% | −1,247−8.2% | Reduced |
| Change Path, LLC | 13,996 | $4.46M | 0.12% | +1,061+8.2% | Added |
| Journey Advisory Group, LLC | 13,995 | $4.46M | 0.35% | +384+2.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 13,979 | $4.46M | 0.47% | +13,979 | New |
| Brendel Financial Advisors LLC | 13,960 | $4.45M | 2.49% | −61−0.4% | Reduced |
| Chicago Capital, LLC | 13,898 | $4.43M | 0.11% | +255+1.9% | Added |
| Gladstone Institutional Advisory LLC | 13,848 | $4.42M | 0.18% | +3,020+27.9% | Added |
| Arkadios Wealth Advisors | 13,777 | $4.39M | 0.13% | +2,310+20.1% | Added |
| Fifth Third Wealth Advisors LLC | 13,710 | $4.37M | 0.18% | +1,170+9.3% | Added |
| Birmingham Capital Management Co Inc | 13,700 | $4.37M | 1.93% | −1,665−10.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,634 | $4.35M | 0.05% | −24−0.2% | Reduced |