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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 13,592 | $4.34M | 0.07% | −235−1.7% | Reduced |
| Compass Wealth Management LLC | 13,569 | $4.33M | 1.03% | −10.0% | Reduced |
| Fiduciary Alliance LLC | 13,514 | $4.31M | 0.32% | +138+1.0% | Added |
| Banyan Capital Management, Inc. | 13,430 | $4.28M | 2.20% | −16,714−55.4% | Reduced |
| Grandfield & Dodd, LLC | 13,270 | $4.23M | 0.25% | −93−0.7% | Reduced |
| Smith, Salley & Associates | 13,171 | $4.20M | 0.24% | −179−1.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,157 | $4.20M | 0.31% | +1,923+17.1% | Added |
| Buckhead Capital Management LLC | 13,157 | $4.20M | 1.62% | +40+0.3% | Added |
| Boston Family Office LLC | 13,130 | $4.19M | 0.28% | −70−0.5% | Reduced |
| Greenfield Savings Bank | 13,116 | $4.18M | 1.90% | +35+0.3% | Added |
| West Oak Capital, LLC | 13,062 | $4.17M | 1.65% | +200+1.6% | Added |
| Horizon Investment Services, LLC | 13,010 | $4.15M | 1.82% | −2,073−13.7% | Reduced |
| Parallel Advisors, LLC | 12,937 | $4.13M | 0.08% | +156+1.2% | Added |
| Investment Advisory Services Inc | 12,898 | $4.11M | 1.37% | +1,308+11.3% | Added |
| Strata Wealth Advisors, LLC | 12,855 | $4.10M | 1.13% | −12−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,834 | $4.09M | 0.14% | −990−7.2% | Reduced |
| BLB&B Advisors, LLC | 12,828 | $4.09M | 0.19% | −65−0.5% | Reduced |
| Teachers Insurance & Annuity Association of America | 12,811 | $4.09M | 5.10% | −289−2.2% | Reduced |
| CoreCap Advisors, LLC | 12,806 | $4.08M | 0.16% | −93−0.7% | Reduced |
| Invesco, LLC | 12,774 | $4.07M | 1.52% | +691+5.7% | Added |
| L2 Asset Management, LLC | 12,706 | $4.05M | 0.66% | −5,306−29.5% | Reduced |
| Wesbanco Bank Inc | 12,558 | $4.01M | 0.12% | +7,605+153.5% | Added |
| Midwest Professional Planners, LTD. | 12,533 | $4.00M | 1.05% | +354+2.9% | Added |
| Central Pacific Bank - Trust Division | 12,529 | $4.00M | 0.51% | −1,582−11.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 12,506 | $3.99M | 0.75% | −124−1.0% | Reduced |
| Infusive Asset Management Inc. | 12,491 | $3.98M | 1.78% | −270−2.1% | Reduced |
| Integrated Advisors Network LLC | 12,479 | $3.98M | 0.18% | +10,723+610.6% | Added |
| Jacobi Capital Management LLC | 12,427 | $3.96M | 0.26% | −97−0.8% | Reduced |
| RFG Advisory, LLC | 12,424 | $3.96M | 0.09% | +746+6.4% | Added |
| Constitution Capital LLC | 12,375 | $3.95M | 2.01% | −940−7.1% | Reduced |
| Strategic Planning Group, LLC | 12,358 | $3.94M | 0.64% | +622+5.3% | Added |
| Cito Capital Group, LLC | 12,355 | $3.94M | 1.37% | −85−0.7% | Reduced |
| MUFG Securities Americas Inc. | 12,266 | $3.91M | 0.33% | +2,442+24.9% | Added |
| Vestmark Advisory Solutions, Inc. | 12,251 | $3.91M | 0.06% | +11,023+897.6% | Added |
| Zhang Financial LLC | 12,233 | $3.90M | 0.18% | +235+2.0% | Added |
| Somerville Kurt F | 12,230 | $3.90M | 0.66% | +8,945+272.3% | Added |
| SCS Capital Management LLC | 12,026 | $3.84M | 0.04% | +710+6.3% | Added |
| Independent Investors Inc | 12,000 | $3.83M | 0.83% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,040 | $3.82M | 0.16% | +490+4.2% | Added |
| Canandaigua National Bank & Trust Co | 11,934 | $3.81M | 0.35% | +467+4.1% | Added |
| AIA Group Ltd | 11,900 | $3.80M | 0.08% | +2,300+24.0% | Added |
| Game Plan Financial Advisors, LLC | 11,879 | $3.79M | 1.66% | −1,420−10.7% | Reduced |
| Richard Bernstein Advisors LLC | 11,869 | $3.79M | 0.09% | −1,279−9.7% | Reduced |
| Columbia Asset Management | 11,868 | $3.79M | 0.74% | −39−0.3% | Reduced |
| Ritholtz Wealth Management | 11,856 | $3.78M | 0.08% | +2,340+24.6% | Added |
| Bell Asset Management Ltd | 11,843 | $3.78M | 0.83% | −8,157−40.8% | Reduced |
| Profund Advisors LLC | 11,834 | $3.77M | 0.14% | −343−2.8% | Reduced |
| Independent Financial Group, LLC | 11,821 | $3.77M | 0.10% | −2,546−17.7% | Reduced |
| Insight Inv LLC | 11,811 | $3.77M | 2.53% | −210−1.7% | Reduced |
| Trust Co of Toledo NA | 11,786 | $3.76M | 0.41% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,752 | $3.75M | 0.15% | +3,467+41.8% | Added |
| Joel Isaacson & Co., LLC | 11,727 | $3.74M | 0.15% | +1,503+14.7% | Added |
| Harbor Capital Advisors, Inc. | 11,707 | $3.73M | 0.16% | −91−0.8% | Reduced |
| Brighton Jones LLC | 11,697 | $3.73M | 0.10% | −413−3.4% | Reduced |
| Conscious Wealth Investments, LLC | 12,090 | $3.73M | 2.38% | −11−0.1% | Reduced |
| Ostrum Asset Management | 11,632 | $3.71M | 0.17% | +74+0.6% | Added |
| Arcus Capital Partners, LLC | 11,623 | $3.71M | 1.60% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 11,530 | $3.68M | 0.01% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 11,441 | $3.65M | 0.21% | −12−0.1% | Reduced |
| Bull Street Advisors, LLC | 11,430 | $3.65M | 1.75% | −50−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,414 | $3.64M | 0.08% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 11,395 | $3.63M | 0.87% | +1,571+16.0% | Added |
| G&S Capital LLC | 11,385 | $3.63M | 1.44% | +243+2.2% | Added |
| Moody National Bank Trust Division | 11,382 | $3.63M | 0.33% | +602+5.6% | Added |
| Vestcor Inc | 11,376 | $3.63M | 0.11% | +804+7.6% | Added |
| Deane Retirement Strategies, Inc. | 11,316 | $3.61M | 1.62% | +87+0.8% | Added |
| Cullen Investment Group, Ltd. | 11,273 | $3.60M | 0.51% | −310−2.7% | Reduced |
| Wealthspire Advisors, LLC | 11,261 | $3.59M | 0.02% | +21+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,245 | $3.59M | 2.21% | −225−2.0% | Reduced |
| Herbst Group, LLC | 11,243 | $3.59M | 2.15% | +51+0.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 11,220 | $3.58M | 1.11% | −136−1.2% | Reduced |
| Fruth Investment Management | 11,210 | $3.58M | 0.97% | −20−0.2% | Reduced |
| Diversify Wealth Management, LLC | 11,783 | $3.57M | 0.22% | +433+3.8% | Added |
| Exchange Traded Concepts, LLC | 11,198 | $3.57M | 0.05% | −41,074−78.6% | Reduced |
| Great Lakes Retirement, Inc. | 11,189 | $3.57M | 0.42% | +472+4.4% | Added |
| KCM Investment Advisors LLC | 11,178 | $3.57M | 0.12% | −42−0.4% | Reduced |
| Ahl Investment Management, Inc. | 11,115 | $3.55M | 2.37% | −374−3.3% | Reduced |
| Venturi Wealth Management, LLC | 11,013 | $3.51M | 0.17% | +184+1.7% | Added |
| Gifford Fong Associates | 11,000 | $3.51M | 0.81% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,973 | $3.50M | 0.09% | +10,973 | New |
| Texas Bank & Trust Co | 10,964 | $3.50M | 1.39% | +61+0.6% | Added |
| Farther Finance Advisors, LLC | 10,908 | $3.48M | 0.07% | +1,363+14.3% | Added |
| St. Johns Investment Management Company, LLC | 10,793 | $3.44M | 1.58% | +310+3.0% | Added |
| Smithfield Trust Co | 10,772 | $3.44M | 0.16% | −40.0% | Reduced |
| Sargent Investment Group, LLC | 11,553 | $3.41M | 0.46% | −1,360−10.5% | Reduced |
| Holocene Advisors, LP | 10,686 | $3.41M | 0.01% | −11,427−51.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,617 | $3.39M | 0.63% | +925+9.5% | Added |
| Private Wealth Partners, LLC | 10,603 | $3.38M | 0.26% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 10,585 | $3.38M | 0.13% | −353−3.2% | Reduced |
| Penn Davis McFarland Inc | 10,580 | $3.37M | 0.38% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,517 | $3.35M | 0.10% | −329−3.0% | Reduced |
| QV Investors Inc. | 10,500 | $3.35M | 0.33% | +70+0.7% | Added |
| Asio Capital, LLC | 10,461 | $3.34M | 0.56% | +10,461 | New |
| Oppenheimer Asset Management Inc. | 10,461 | $3.34M | 0.04% | −3,089−22.8% | Reduced |
| Connable Office Inc | 10,450 | $3.33M | 0.33% | +36+0.3% | Added |
| Northstar Advisory Group, LLC | 10,398 | $3.32M | 1.62% | +1,593+18.1% | Added |
| Peak Financial Advisors LLC | 10,385 | $3.31M | 1.70% | −240−2.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 10,381 | $3.31M | 0.19% | +10,381 | New |
| HBK Sorce Advisory LLC | 10,376 | $3.31M | 0.09% | +244+2.4% | Added |
| IHT Wealth Management, LLC | 10,362 | $3.31M | 0.09% | +1,081+11.6% | Added |