Skip to main content

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, Q3 2025

Institutional positions in American Express Co as of Sep 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
2,758
+81 vs. Q2 2025
Shares held
582.4M
−6.75M (−1.1%) vs. Q2 2025
Total value
$193.4B
+$5.56B (+3.0%) vs. Q2 2025
New holders
184
1,021 more added
Sold out
103
1,044 more reduced

42 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 2,758 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ3 2025: $193.4B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2025.

Institutions holding AXP in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Wealth Management Inc.1$3320.00%+1New
Comprehensive Financial Planning, Inc.1$3350.00%00.0%Unchanged
Clark Wealth Partners1$3700.00%+1New
Turning Point Benefit Group, Inc.2$6570.00%+2New
New Millennium Group LLC2$6640.00%+2New
Breakwater Investment Management3$9970.00%+3New
Strengthening Families & Communities, LLC3$9990.00%+3New
Bridge Generations Wealth Management LLC4$1.33K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.4$1.33K0.00%+4New
Delos Wealth Advisors, LLC5$1.66K0.00%−26−83.9%Reduced
Hara Capital LLC5$1.66K0.00%00.0%Unchanged
POM Investment Strategies, LLC6$1.99K0.00%+6New
Copia Wealth Management7$2.33K0.00%00.0%Unchanged
Seneschal Advisors, LLC7$2.33K0.00%+7New
Hurley Capital, LLC8$2.66K0.00%−49−86.0%Reduced
Perritt Capital Management Inc10$3.32K0.00%00.0%Unchanged
Your Advocates Ltd., LLP10$3.39K0.00%−10−50.0%Reduced
Winch Advisory Services, LLC10$3.46K0.00%00.0%Unchanged
DAGCO, Inc.11$3.65K0.00%00.0%Unchanged
Pineridge Advisors LLC11$3.65K0.00%00.0%Unchanged
PayPay Securities Corp12$3.96K0.14%+2+20.0%Added
WestEnd Advisors, LLC13$4.32K0.00%+1+8.3%Added
Winnow Wealth LLC13$4.33K0.00%+13New
Bear Mountain Capital, Inc.14$4.83K0.00%+4+40.0%Added
HFM Investment Advisors, LLC15$4.98K0.00%00.0%Unchanged
Quaker Wealth Management, LLC15$4.98K0.00%00.0%Unchanged
Aspect Partners, LLC16$5.32K0.00%+7+77.8%Added
Cedar Mountain Advisors, LLC17$5.65K0.00%+17New
Davis Capital Management18$5.98K0.00%+18New
Redwood Park Advisors LLC18$5.99K0.00%00.0%Unchanged
Insight Financial Services20$6.64K0.00%00.0%Unchanged
Texas Capital Bancshares Inc20$6.64K0.00%+20New
Mark Sheptoff Financial Planning, LLC21$6.97K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC21$6.97K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC21$6.97K0.00%+3+16.7%Added
Corsicana & Co.21$6.97K0.00%+21New
Luken Investment Analytics, LLC22$7.31K0.00%00.0%Unchanged
Harbor Asset Planning, Inc.22$7.31K0.01%00.0%Unchanged
Atwood & Palmer Inc23$7.64K0.00%−1−4.2%Reduced
Caitlin John, LLC24$7.81K0.01%+24New
Horizon Financial Services, LLC24$7.97K0.00%+24New
Intelligent Financial Strategies25$8.30K0.00%−169−87.1%Reduced
LGT Financial Advisors LLC27$8.97K0.02%00.0%Unchanged
Aviso Financial Inc.27$8.97K0.00%00.0%Unchanged
ZRC Wealth Management, LLC27$8.97K0.00%+27New
TSFG, LLC28$9.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC28$9.30K0.01%00.0%Unchanged
Kennebec Savings Bank29$9.63K0.01%00.0%Unchanged
Wealth Watch Advisors, INC29$9.63K0.00%+29New
Operose Advisors LLC30$9.96K0.00%00.0%Unchanged
Red Tortoise LLC32$10.6K0.00%00.0%Unchanged
Gold Investment Management Ltd.33$11.0K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC35$11.6K0.00%+35New
Essential Partners LLC35$11.6K0.00%+3+9.4%Added
Roble, Belko & Company, Inc37$12.0K0.00%+35+1,750.0%Added
Davidson Capital Management Inc.37$12.3K0.00%+37New
Nalls Sherbakoff Group, LLC38$12.6K0.01%00.0%Unchanged
Evelyn Partners Asset Management Ltd38$12.6K0.00%+38New
Valued Wealth Advisors LLC39$13.0K0.01%+6+18.2%Added
Morton Brown Family Wealth, LLC40$13.3K0.00%−8−16.7%Reduced
HighMark Wealth Management LLC43$14.3K0.01%−20−31.7%Reduced
YANKCOM Partnership43$14.3K0.01%00.0%Unchanged
Horrell Capital Management, Inc.44$14.6K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC44$14.6K0.01%00.0%Unchanged
Stone House Investment Management, LLC44$14.7K0.00%+2+4.8%Added
Binnacle Investments Inc46$15.3K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC47$15.6K0.02%00.0%Unchanged
True Wealth Design, LLC48$16.0K0.00%+3+6.7%Added
Bare Financial Services, Inc49$16.3K0.00%+12+32.4%Added
ESL Trust Services, LLC50$16.6K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC50$16.6K0.01%00.0%Unchanged
SWAN Capital LLC51$17.1K0.01%+51New
DiNuzzo Private Wealth, Inc.52$17.2K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd55$18.3K0.00%00.0%Unchanged
Quarry LP56$18.6K0.00%+56New
Prudent Man Investment Management, Inc.64$19.0K0.01%00.0%Unchanged
Marquette Asset Management, LLC58$19.3K0.00%+58New
Rogco, LP60$19.9K0.01%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd61$20.0K0.04%00.0%Unchanged
First United Bank Trust65$21.6K0.01%+40+160.0%Added
Pacifica Partners Inc.68$22.3K0.01%00.0%Unchanged
Anfield Capital Management, LLC68$22.6K0.01%+23+51.1%Added
Cloud Capital Management, LLC70$23.0K0.01%+70New
Dogwood Wealth Management LLC70$23.3K0.01%+4+6.1%Added
Imprint Wealth LLC72$23.9K0.08%+72New
Estabrook Capital Management74$24.6K0.00%00.0%Unchanged
Hallmark Capital Management Inc76$25.2K0.00%+46+153.3%Added
Cape Investment Advisory, Inc.79$26.2K0.03%−423−84.3%Reduced
Hoese & Co LLP80$26.6K0.02%−200−71.4%Reduced
Manning & Napier Advisors LLC81$26.9K0.00%+81New
Access Investment Management LLC82$27.2K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.82$27.2K0.01%+6+7.9%Added
Measured Wealth Private Client Group, LLC83$27.6K0.01%+83New
Guerra Advisors Inc84$27.9K0.01%+84New
Halbert Hargrove Global Advisors, LLC87$28.9K0.00%+59+210.7%Added
TruNorth Capital Management, LLC89$29.6K0.01%00.0%Unchanged
Albion Financial Group89$29.6K0.00%00.0%Unchanged
S&T Bank97$32.2K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.100$33.2K0.01%00.0%Unchanged
ROSS\JOHNSON & Associates LLC100$33.2K0.63%00.0%Unchanged