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 |
|---|---|---|---|---|---|
| Roberts Capital Advisors, LLC | 2,263 | $751.7K | 0.84% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 2,264 | $752.1K | 0.08% | +217+10.6% | Added |
| Founders Financial Securities LLC | 2,275 | $755.8K | 0.05% | −506−18.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,275 | $755.8K | 0.04% | +751+49.3% | Added |
| Clear Harbor Asset Management, LLC | 2,281 | $757.7K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,303 | $765.0K | 0.27% | +88+4.0% | Added |
| Athena Investment Management | 2,311 | $767.6K | 0.40% | −36−1.5% | Reduced |
| MWA Asset Management | 2,312 | $767.9K | 0.42% | −10.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,315 | $769.0K | 0.28% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,323 | $771.6K | 0.04% | +275+13.4% | Added |
| WMG Financial Advisors, LLC | 2,324 | $771.9K | 0.26% | −25−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 2,326 | $772.5K | 0.05% | +528+29.4% | Added |
| Drucker Wealth 3.0, LLC | 2,338 | $776.8K | 0.14% | +60+2.6% | Added |
| One Wealth Advisors, LLC | 2,348 | $779.9K | 0.10% | −2−0.1% | Reduced |
| Compass Capital Corp | 2,120 | $780.3K | 0.34% | +85+4.2% | Added |
| Bristol John W & Co Inc | 2,351 | $780.9K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,355 | $782.1K | 0.06% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,358 | $783.1K | 0.10% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,358 | $783.1K | 0.05% | +34+1.5% | Added |
| Kane Investment Management, Inc. | 2,362 | $784.6K | 0.38% | +100+4.4% | Added |
| Kavar Capital Partners Group, LLC | 2,362 | $784.6K | 0.10% | 00.0% | Unchanged |
| David Loasby | 2,393 | $784.7K | 0.06% | −126−5.0% | Reduced |
| West Family Investments, Inc. | 2,363 | $784.9K | 0.18% | +24+1.0% | Added |
| Zions Bancorporation, National Association | 2,363 | $784.9K | 0.04% | +232+10.9% | Added |
| Saranac Partners Ltd | – | $786.2K | 0.14% | – | New |
| Monetary Management Group Inc | 2,375 | $788.9K | 0.18% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,377 | $789.7K | 0.14% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,378 | $789.9K | 0.43% | +187+8.5% | Added |
| Consultiva Wealth Management, Corp. | 2,382 | $791.2K | 2.22% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 2,382 | $791.3K | 0.13% | +150+6.7% | Added |
| Weaver Consulting Group | 2,387 | $792.9K | 0.20% | +7+0.3% | Added |
| PFC Capital Group, Inc. | 2,397 | $796.0K | 0.33% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,397 | $796.3K | 0.03% | −343−12.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 2,398 | $796.5K | 0.09% | +50+2.1% | Added |
| Tower Wealth Partners, Inc. | 2,398 | $796.5K | 0.44% | +186+8.4% | Added |
| Aviso Wealth Management | 2,399 | $796.7K | 0.35% | +2+0.1% | Added |
| Confluence Investment Management LLC | 2,400 | $797.2K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $797.2K | 0.45% | 00.0% | Unchanged |
| Nutshell Asset Management Ltd | 2,400 | $797.2K | 0.38% | +2,400 | New |
| Delta Investment Management, LLC | 2,400 | $797.3K | 0.14% | +10.0% | Added |
| Trillium Asset Management, LLC | 2,404 | $799.0K | 0.02% | −229−8.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,413 | $801.5K | 0.22% | −20−0.8% | Reduced |
| VisionPoint Advisory Group, LLC | 2,414 | $801.8K | 0.16% | +88+3.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,424 | $805.0K | 0.12% | −286−10.6% | Reduced |
| Millstone Evans Group, LLC | 2,430 | $807.1K | 0.51% | +43+1.8% | Added |
| Arq Wealth Advisors, LLC | 2,436 | $809.1K | 0.24% | +2,436 | New |
| Secure Asset Management, LLC | 2,466 | $810.2K | 0.13% | +80+3.4% | Added |
| Opal Wealth Advisors, LLC | 2,447 | $812.8K | 0.23% | −153−5.9% | Reduced |
| Verity & Verity, LLC | 2,447 | $812.8K | 0.07% | −146−5.6% | Reduced |
| Gsa Capital Partners LLP | 2,460 | $817.0K | 0.07% | −4,281−63.5% | Reduced |
| Outfitter Financial LLC | 2,460 | $817.1K | 0.66% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,464 | $818.4K | 0.12% | −44−1.8% | Reduced |
| ORG Wealth Partners, LLC | 2,464 | $818.7K | 0.17% | +1,412+134.2% | Added |
| DT Investment Partners, LLC | 2,475 | $822.1K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,479 | $823.1K | 0.17% | +7+0.3% | Added |
| Brookwood Investment Group LLC | 2,483 | $824.6K | 0.11% | −113−4.4% | Reduced |
| Auxano Advisors, LLC | 2,483 | $824.9K | 0.18% | +4+0.2% | Added |
| Sippican Capital Advisors | 2,484 | $825.1K | 0.55% | −75−2.9% | Reduced |
| Sage Capital Management, LLC | 2,495 | $828.7K | 0.37% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,496 | $829.1K | 0.05% | −74−2.9% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $832.4K | 0.35% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,508 | $833.1K | 0.45% | −300−10.7% | Reduced |
| Millington Financial Advisors, LLC | 2,580 | $833.8K | 0.40% | +7+0.3% | Added |
| Arvest Investments, Inc. | 2,515 | $835.4K | 0.12% | −32−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 2,520 | $837.0K | 0.03% | +264+11.7% | Added |
| Burt Wealth Advisors | 2,521 | $837.4K | 0.21% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 2,331 | $842.9K | 0.35% | +94+4.2% | Added |
| Avantax Planning Partners, Inc. | 2,538 | $843.1K | 0.02% | −287−10.2% | Reduced |
| Kozak & Associates, Inc. | 2,484 | $847.6K | 0.17% | +46+1.9% | Added |
| Unified Investment Management | 2,561 | $850.5K | 0.85% | −68−2.6% | Reduced |
| Oak Thistle LLC | 2,580 | $857.0K | 0.13% | +2,580 | New |
| Richards, Merrill & Peterson, Inc. | 2,589 | $860.0K | 0.37% | +89+3.6% | Added |
| Central Bank & Trust Co | 2,591 | $860.6K | 0.14% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 2,596 | $862.3K | 0.67% | +2,596 | New |
| Twin Lakes Capital Management, LLC | 2,599 | $863.3K | 0.40% | +3+0.1% | Added |
| Pioneer Trust Bank N A | 2,600 | $863.6K | 0.20% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,616 | $868.9K | 0.42% | −40−1.5% | Reduced |
| Marietta Investment Partners LLC | 2,621 | $870.6K | 0.17% | +23+0.9% | Added |
| Umpqua Bank | 2,635 | $871.3K | 0.24% | +16+0.6% | Added |
| LGT Fund Management Co Ltd. | 2,665 | $875.6K | 0.07% | +745+38.8% | Added |
| Waddell & Associates, LLC | 2,638 | $876.2K | 0.07% | +10+0.4% | Added |
| RFP Financial Group LLC | 2,658 | $877.3K | 0.36% | +14+0.5% | Added |
| Silverberg Bernstein Capital Management LLC | 2,645 | $878.6K | 0.53% | +845+46.9% | Added |
| Cherry Tree Wealth Management, LLC | 2,646 | $878.8K | 0.19% | 00.0% | Unchanged |
| Numerai GP LLC | 2,649 | $879.9K | 0.12% | +2,649 | New |
| Channel Wealth LLC | 2,651 | $880.6K | 0.24% | −165−5.9% | Reduced |
| Keel Point, LLC | 2,659 | $883.4K | 0.05% | −53−2.0% | Reduced |
| Provenance Wealth Advisors, LLC | 2,664 | $884.9K | 0.11% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,667 | $885.9K | 0.28% | +497+22.9% | Added |
| Castleark Management LLC | 2,675 | $888.5K | 0.02% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,676 | $888.9K | 0.13% | +270+11.2% | Added |
| Exchange Bank | 2,679 | $889.9K | 0.62% | −140−5.0% | Reduced |
| Sendero Wealth Management, LLC | 2,680 | $890.2K | 0.10% | −641−19.3% | Reduced |
| Borer Denton & Associates, Inc. | 2,687 | $892.5K | 0.29% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 2,688 | $892.8K | 0.20% | +689+34.5% | Added |
| Hartford Financial Management Inc. | 2,696 | $895.5K | 0.24% | −560−17.2% | Reduced |
| Hunter Associates Investment Management LLC | 2,704 | $898.0K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,710 | $900.2K | 0.11% | −38−1.4% | Reduced |
| Orleans Capital Management Corp | 2,715 | $901.8K | 0.58% | −1,230−31.2% | Reduced |
| Mangrove Partners | 2,725 | $905.1K | 0.08% | +2,725 | New |