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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 1,924 | $639.1K | 0.16% | −125−6.1% | Reduced |
| Tang Capital Management LLC | 1,931 | $641.3K | 0.02% | −1,237−39.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,931 | $641.3K | 0.51% | +2+0.1% | Added |
| Independent Family Office, LLC | 1,932 | $641.7K | 0.27% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,932 | $642.0K | 0.66% | +681+54.4% | Added |
| OneAscent Financial Services LLC | 1,933 | $642.1K | 0.04% | −379−16.4% | Reduced |
| Tiemann Investment Advisors, LLC | 1,934 | $642.4K | 0.25% | −110−5.4% | Reduced |
| David R. Rahn & Associates Inc. | 1,934 | $642.4K | 0.16% | −84−4.2% | Reduced |
| Capstone Financial Advisors, Inc. | 1,939 | $644.1K | 0.03% | +1,114+135.0% | Added |
| Relyea Zuckerberg Hanson LLC | 1,940 | $644.4K | 0.07% | −490−20.2% | Reduced |
| Petros Family Wealth, LLC | 1,946 | $646.4K | 0.54% | +81+4.3% | Added |
| Sonora Investment Management Group, LLC | 1,952 | $648.4K | 0.05% | −73−3.6% | Reduced |
| Tripletail Wealth Management, LLC | 1,955 | $650.9K | 0.77% | 00.0% | Unchanged |
| Retirement Planning Group | 1,960 | $651.1K | 0.02% | +143+7.9% | Added |
| Ashton Thomas Securities, LLC | 1,968 | $652.0K | 0.09% | +842+74.8% | Added |
| Blume Capital Management, Inc. | 1,963 | $652.0K | 0.13% | −2−0.1% | Reduced |
| Truvestments Capital LLC | 1,963 | $652.1K | 0.12% | +877+80.8% | Added |
| Ballast Advisors LLC | 1,964 | $652.4K | 0.18% | −43−2.1% | Reduced |
| Maridea Wealth Management LLC | 1,868 | $653.0K | 0.10% | +1,022+120.8% | Added |
| Sentinus, LLC | 1,966 | $653.1K | 0.14% | +14+0.7% | Added |
| Keystone Wealth Services, LLC | 1,968 | $653.6K | 0.14% | −114−5.5% | Reduced |
| Pines Wealth Management, LLC | 1,973 | $655.4K | 0.22% | +188+10.5% | Added |
| Allen Investment Management LLC | 1,976 | $656.3K | 0.01% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,979 | $657.0K | 0.03% | −650−24.7% | Reduced |
| Plan A Wealth LLC | 1,982 | $658.4K | 0.34% | +144+7.8% | Added |
| Legacy Capital Group California, Inc. | 1,986 | $659.7K | 0.17% | −39−1.9% | Reduced |
| Genesee Capital Advisors, LLC | 1,996 | $662.9K | 0.29% | +5+0.3% | Added |
| Magnolia Capital Management Ltd | 2,000 | $664.0K | 0.51% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,000 | $664.3K | 0.10% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $664.3K | 0.10% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 2,000 | $664.3K | 0.28% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,002 | $665.0K | 0.15% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,012 | $668.3K | 0.14% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 2,012 | $668.4K | 0.04% | +700+53.4% | Added |
| State of Wyoming | 2,016 | $669.6K | 0.08% | −61−2.9% | Reduced |
| KPP Advisory Services LLC | 2,020 | $671.0K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,021 | $671.2K | 0.07% | −69−3.3% | Reduced |
| Root Financial Partners, LLC | 2,023 | $671.8K | 0.04% | +692+52.0% | Added |
| Nwam LLC | 1,929 | $672.5K | 0.04% | +612+46.5% | Added |
| KKM Financial LLC | 2,025 | $672.6K | 0.21% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,026 | $673.0K | 0.42% | −50−2.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,029 | $673.9K | 0.10% | +309+18.0% | Added |
| Signature Wealth Management Partners, LLC | 2,029 | $674.0K | 0.35% | 00.0% | Unchanged |
| Atala Financial Inc | 2,032 | $674.9K | 0.43% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,037 | $676.6K | 0.23% | −97−4.5% | Reduced |
| Wela Strategies, Inc. | 2,037 | $676.7K | 0.26% | −112−5.2% | Reduced |
| BridgePort Financial Solutions, LLC | 2,043 | $678.7K | 0.18% | +19+0.9% | Added |
| Thrive Wealth Management, LLC | 2,044 | $678.8K | 0.10% | +33+1.6% | Added |
| Financial Engines Advisors L.L.C. | 2,047 | $679.9K | 0.00% | +173+9.2% | Added |
| Pacitti Group Inc. | 2,057 | $683.1K | 0.26% | +10.0% | Added |
| Westmount Partners, LLC | 2,081 | $683.8K | 0.18% | −996−32.4% | Reduced |
| Keystone Financial Group | 2,060 | $684.3K | 0.05% | −16−0.8% | Reduced |
| LM Advisors LLC | 2,068 | $687.0K | 0.10% | 00.0% | Unchanged |
| Aries Wealth Management | 2,073 | $688.6K | 0.16% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 2,082 | $691.6K | 0.11% | +351+20.3% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,084 | $692.2K | 0.13% | +653+45.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,146 | $695.0K | 0.18% | −16−0.7% | Reduced |
| Macroview Investment Management LLC | 2,104 | $698.9K | 0.52% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,104 | $698.9K | 0.28% | +3+0.1% | Added |
| Philip James Wealth Mangement, LLC | 2,109 | $700.5K | 0.08% | −7−0.3% | Reduced |
| MEMBERS Trust Co | 2,110 | $700.9K | 0.02% | −10.0% | Reduced |
| Waters Parkerson & Co., LLC | 2,111 | $701.2K | 0.03% | +75+3.7% | Added |
| Delta Financial Advisors LLC | 2,111 | $701.3K | 0.20% | +1,115+111.9% | Added |
| Visionary Wealth Advisors | 2,112 | $701.5K | 0.03% | +759+56.1% | Added |
| Wealth Architects, LLC | 2,114 | $702.2K | 0.07% | −4−0.2% | Reduced |
| Camden National Bank | 2,118 | $703.5K | 0.10% | −67−3.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,118 | $703.6K | 0.05% | +52+2.5% | Added |
| Golden State Equity Partners | 2,121 | $704.7K | 0.12% | +958+82.4% | Added |
| Future Fund LLC | 2,129 | $707.2K | 0.25% | +420+24.6% | Added |
| Perennial Investment Advisors, LLC | 2,130 | $707.7K | 0.06% | −29−1.3% | Reduced |
| Cambria Investment Management, L.P. | 2,131 | $707.8K | 0.04% | +2,131 | New |
| Horizon Family Wealth, Inc. | 2,133 | $708.6K | 0.41% | +5+0.2% | Added |
| Cypress Capital Group | 2,137 | $709.8K | 0.08% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 2,138 | $710.0K | 0.68% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,139 | $710.4K | 0.10% | +2+0.1% | Added |
| Addison Capital Co | 2,144 | $712.2K | 0.21% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,148 | $713.4K | 0.01% | −93−4.1% | Reduced |
| Curat Global, LLC | 2,140 | $713.8K | 0.67% | 00.0% | Unchanged |
| Charter Trust Co | 2,152 | $714.8K | 0.04% | −15−0.7% | Reduced |
| BigSur Wealth Management LLC | 2,153 | $715.1K | 0.18% | −2,500−53.7% | Reduced |
| Shufro Rose & Co LLC | 2,663 | $716.5K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,165 | $719.1K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,169 | $720.3K | 0.11% | +61+2.9% | Added |
| Enterprise Financial Services Corp | 2,176 | $722.8K | 0.37% | −20−0.9% | Reduced |
| Breakwater Capital Group | 2,181 | $724.4K | 0.11% | −33−1.5% | Reduced |
| Tanager Wealth Management LLP | 2,188 | $726.7K | 0.08% | −72−3.2% | Reduced |
| Quantum Private Wealth, LLC | 2,190 | $727.4K | 0.21% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,191 | $727.7K | 0.08% | +168+8.3% | Added |
| Security National Bank of So Dak | 2,200 | $730.8K | 0.37% | 00.0% | Unchanged |
| Howland Capital Management LLC | 2,205 | $732.4K | 0.03% | −11−0.5% | Reduced |
| Traphagen Investment Advisors LLC | 2,212 | $734.8K | 0.06% | +1,925+670.7% | Added |
| Chapin Davis, Inc. | 2,218 | $736.7K | 0.18% | +10.0% | Added |
| Signature Estate & Investment Advisors LLC | 2,220 | $737.3K | 0.02% | −89−3.9% | Reduced |
| Connecticut Wealth Management, LLC | 2,229 | $740.4K | 0.03% | +1,014+83.5% | Added |
| Berger Financial Group, Inc | 2,232 | $741.3K | 0.04% | +31+1.4% | Added |
| MONECO Advisors, LLC | 2,237 | $743.2K | 0.06% | +104+4.9% | Added |
| Partnership Wealth Management, LLC | 2,240 | $744.0K | 0.57% | +2+0.1% | Added |
| Regatta Capital Group, LLC | 2,245 | $745.6K | 0.12% | −57−2.5% | Reduced |
| Birch Hill Investment Advisors LLC | 2,250 | $747.4K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $750.3K | 0.24% | 00.0% | Unchanged |