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
- 2,759
- +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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,022 | $195.1B |
| Q1 2026 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 1,634 | $542.8K | 0.10% | +41+2.6% | Added |
| Acorn Wealth Advisors, LLC | 1,642 | $545.3K | 0.17% | −1−0.1% | Reduced |
| RiverFront Investment Group, LLC | 1,643 | $545.7K | 0.01% | −573−25.9% | Reduced |
| 1858 Wealth Management, LLC | 1,645 | $546.4K | 0.38% | −54−3.2% | Reduced |
| Simplicity Wealth,LLC | 1,646 | $546.7K | 0.03% | −526−24.2% | Reduced |
| Brown Miller Wealth Management, LLC | 1,646 | $546.7K | 0.15% | +6+0.4% | Added |
| Foster & Motley Inc | 1,651 | $548.0K | 0.03% | +4+0.2% | Added |
| Blue Fin Capital, Inc. | 1,651 | $548.3K | 0.09% | −173−9.5% | Reduced |
| NFP Retirement, Inc. | 1,653 | $549.1K | 0.04% | −55−3.2% | Reduced |
| Trilogy Capital Inc. | 1,661 | $551.7K | 0.03% | −10−0.6% | Reduced |
| Optas, LLC | 1,664 | $552.7K | 0.09% | +235+16.4% | Added |
| Prestige Wealth Management Group LLC | 1,667 | $553.7K | 0.11% | +985+144.4% | Added |
| Motco | 1,668 | $554.0K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 1,538 | $554.8K | 0.12% | +19+1.3% | Added |
| Oxbow Advisors, LLC | 1,672 | $555.4K | 0.05% | −32−1.9% | Reduced |
| Prelude Capital Management, LLC | 1,676 | $556.7K | 0.04% | +1,676 | New |
| Fountainhead AM, LLC | 1,679 | $557.6K | 0.07% | +4+0.2% | Added |
| Acadian Asset Management LLC | 1,683 | $558.0K | 0.00% | −727−30.2% | Reduced |
| TFR Capital, LLC. | 1,687 | $560.4K | 0.19% | +14+0.8% | Added |
| Silver Oak Securities, Inc | 1,687 | $560.5K | 0.04% | +69+4.3% | Added |
| Arcataur Capital Management LLC | 1,688 | $560.7K | 0.16% | −72−4.1% | Reduced |
| Victory Financial Group, LLC | 1,695 | $563.3K | 0.08% | −22−1.3% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 1,696 | $563.4K | 0.25% | +1,696 | New |
| Apexium Financial, LP | 1,699 | $564.4K | 0.03% | +10+0.6% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $564.7K | 0.01% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 1,702 | $565.3K | 0.06% | +15+0.9% | Added |
| Lake Street Financial LLC | 1,704 | $566.0K | 0.07% | −5−0.3% | Reduced |
| North Capital, Inc. | 1,707 | $567.1K | 0.44% | +152+9.8% | Added |
| Cache Advisors, LLC | 1,708 | $567.3K | 0.10% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,723 | $572.3K | 0.13% | −945−35.4% | Reduced |
| Centaurus Financial, Inc. | 1,724 | $573.0K | 0.03% | +5+0.3% | Added |
| Ancora Advisors, LLC | 1,726 | $573.2K | 0.01% | +84+5.1% | Added |
| Davis Investment Partners, LLC | 1,745 | $573.5K | 0.20% | −320−15.5% | Reduced |
| Fox Run Management, L.L.C. | 1,730 | $574.6K | 0.09% | +1,730 | New |
| True North Advisors, LLC | 1,731 | $574.9K | 0.09% | +48+2.9% | Added |
| Brady Martz Wealth Solutions, LLC | 1,733 | $575.7K | 0.10% | −66−3.7% | Reduced |
| Barton Investment Management | 1,735 | $576.3K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,737 | $577.0K | 0.10% | −123−6.6% | Reduced |
| Ellis Investment Partners, LLC | 1,739 | $577.7K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,742 | $578.6K | 0.17% | −92−5.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,742 | $578.6K | 0.24% | +128+7.9% | Added |
| Reyes Financial Architecture, Inc. | 1,743 | $579.0K | 0.39% | +31+1.8% | Added |
| Trustmark National Bank Trust Department | 1,748 | $580.6K | 0.04% | +218+14.2% | Added |
| Liberty Wealth Management LLC | 1,754 | $582.5K | 0.08% | +3+0.2% | Added |
| RNC Capital Management LLC | 1,760 | $584.6K | 0.03% | −20−1.1% | Reduced |
| Stanley-Laman Group, Ltd. | 1,764 | $585.9K | 0.08% | −271−13.3% | Reduced |
| Sage Private Wealth Group, LLC | 1,766 | $586.6K | 0.33% | −5−0.3% | Reduced |
| Diametric Capital, LP | 1,766 | $586.6K | 0.22% | +1,766 | New |
| Old North State Trust, LLC | 1,768 | $587.0K | 0.36% | +251+16.5% | Added |
| Capital Advisors Inc | 1,772 | $588.4K | 0.01% | −344−16.3% | Reduced |
| Alteri Wealth LLC | 1,775 | $589.7K | 0.20% | −10−0.6% | Reduced |
| Davis R M Inc | 1,778 | $590.6K | 0.01% | −76−4.1% | Reduced |
| Schubert & Co | 1,779 | $590.9K | 0.43% | −47−2.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,779 | $590.9K | 0.14% | +137+8.3% | Added |
| Hemington Wealth Management | 1,780 | $591.0K | 0.08% | +55+3.2% | Added |
| Thompson Investment Management, Inc. | 1,781 | $591.6K | 0.08% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 1,726 | $591.7K | 0.01% | +1,726 | New |
| Legacy Financial Strategies, LLC | 1,790 | $594.6K | 0.11% | +32+1.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,791 | $594.9K | 0.08% | +142+8.6% | Added |
| Tennessee Valley Asset Management Partners | 1,793 | $595.5K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,793 | $595.6K | 0.32% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 1,806 | $599.9K | 0.24% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,808 | $600.4K | 0.05% | +250+16.0% | Added |
| Centurion Wealth Management LLC | 1,810 | $601.2K | 0.14% | +1,000+123.5% | Added |
| Waldron Private Wealth LLC | 1,812 | $601.9K | 0.02% | +345+23.5% | Added |
| Sovereign Financial Group, Inc. | 1,816 | $603.3K | 0.11% | +52+2.9% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,817 | $603.5K | 0.27% | +115+6.8% | Added |
| Whitener Capital Management, Inc. | 1,820 | $604.5K | 0.14% | −25−1.4% | Reduced |
| Fairbanks Capital Management, Inc. | 1,821 | $604.9K | 0.33% | −4−0.2% | Reduced |
| Heritage Investment Group, Inc. | 1,821 | $604.9K | 0.10% | +140+8.3% | Added |
| Sivia Capital Partners, LLC | 1,821 | $604.9K | 0.17% | +83+4.8% | Added |
| Global Assets Advisory, LLC | 1,822 | $605.2K | 0.18% | +257+16.4% | Added |
| Missouri Trust & Investment Co | 1,822 | $605.2K | 0.18% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,823 | $605.5K | 0.24% | −15−0.8% | Reduced |
| Kelman-Lazarov, Inc. | 1,823 | $605.5K | 0.09% | +235+14.8% | Added |
| Meadow Creek Wealth Advisors LLC | 1,882 | $608.1K | 0.40% | +228+13.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,831 | $608.2K | 0.06% | −8−0.4% | Reduced |
| Patton Albertson Miller Group, LLC | 1,837 | $610.2K | 0.07% | +1,036+129.3% | Added |
| LaSalle St. Investment Advisors, LLC | 1,843 | $612.0K | 0.11% | +118+6.8% | Added |
| Kathmere Capital Management, LLC | 1,844 | $612.5K | 0.04% | +99+5.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 1,859 | $613.4K | 0.39% | −94−4.8% | Reduced |
| Nautilus Advisors LLC | 1,862 | $618.4K | 0.42% | −23−1.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,869 | $620.7K | 0.01% | +40+2.2% | Added |
| Ridgecrest Wealth Partners, LLC | 1,870 | $621.1K | 0.28% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,873 | $622.0K | 0.12% | +1+0.1% | Added |
| Mechanics Financial Corp | 1,876 | $623.1K | 0.24% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,880 | $624.5K | 0.04% | −168−8.2% | Reduced |
| TradeWell Securities, LLC. | 1,902 | $625.0K | 0.26% | +338+21.6% | Added |
| Zullo Investment Group, Inc. | 1,882 | $625.6K | 0.23% | −6−0.3% | Reduced |
| Clarendon Private LLC | 1,888 | $627.1K | 0.57% | −152−7.5% | Reduced |
| Prairieview Wealth Partners, LLC | 1,889 | $627.5K | 0.59% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 1,891 | $628.5K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,896 | $629.8K | 0.17% | +609+47.3% | Added |
| JFS Wealth Advisors, LLC | 1,899 | $630.9K | 0.04% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $631.0K | 0.30% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 1,900 | $631.1K | 0.25% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,905 | $632.8K | 0.24% | −85−4.3% | Reduced |
| Davidson Trust Co | 1,914 | $635.8K | 0.26% | −45−2.3% | Reduced |
| Kaizen Financial Strategies | 1,742 | $637.1K | 0.29% | +1,742 | New |
| Francis Financial, Inc. | 1,600 | $638.4K | 0.11% | +1,600 | New |