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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 2,729 | $906.6K | 0.20% | +1,912+234.0% | Added |
| SkyView Investment Advisors, LLC | 2,371 | $907.0K | 0.11% | −396−14.3% | Reduced |
| Midwest Financial Group LLC | 2,733 | $907.8K | 0.43% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,738 | $909.4K | 0.04% | +1,390+103.1% | Added |
| Camden Capital, LLC | 2,739 | $909.9K | 0.06% | +1,293+89.4% | Added |
| Lifeworks Advisors, LLC | 2,742 | $910.7K | 0.12% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,742 | $910.8K | 0.28% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,745 | $911.8K | 0.28% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,750 | $913.4K | 0.10% | −10.0% | Reduced |
| Phoenix Wealth Advisors | 2,751 | $913.9K | 0.35% | +619+29.0% | Added |
| AlphaCore Capital LLC | 2,765 | $918.5K | 0.03% | +663+31.5% | Added |
| International Assets Investment Management, LLC | 2,852 | $919.8K | 0.07% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,780 | $923.4K | 0.05% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,781 | $923.7K | 0.29% | 00.0% | Unchanged |
| Benin Management CORP | 2,789 | $926.4K | 0.22% | +26+0.9% | Added |
| Fortune Financial Advisors, LLC | 2,791 | $927.1K | 0.70% | −4−0.1% | Reduced |
| Catalyst Financial Partners LLC | 2,792 | $927.4K | 0.11% | +90+3.3% | Added |
| Linscomb & Williams, Inc. | 2,793 | $927.7K | 0.04% | −151−5.1% | Reduced |
| Warther Private Wealth, LLC | 2,800 | $930.0K | 0.22% | −19−0.7% | Reduced |
| Kearns & Associates LLC | 2,800 | $930.0K | 0.49% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $930.0K | 0.51% | 00.0% | Unchanged |
| Essex Savings Bank | 2,802 | $930.7K | 0.21% | −98−3.4% | Reduced |
| Tritonpoint Wealth, LLC | 2,802 | $930.7K | 0.08% | +40+1.4% | Added |
| McIlrath & Eck, LLC | 2,802 | $930.7K | 0.10% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,804 | $931.4K | 1.21% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 2,807 | $932.4K | 0.04% | +1,797+177.9% | Added |
| Basepoint Wealth LLC | 2,807 | $932.5K | 0.66% | −24−0.8% | Reduced |
| Brucke Financial, Inc. | 2,593 | $935.4K | 0.55% | −478−15.6% | Reduced |
| Ridgewood Investments LLC | 2,817 | $935.7K | 0.39% | +9+0.3% | Added |
| MFA Wealth Services | 2,845 | $945.1K | 0.65% | +57+2.0% | Added |
| United Community Bank | 2,849 | $946.3K | 0.29% | +77+2.8% | Added |
| Legal Advantage Investments, Inc. | 2,850 | $946.7K | 0.43% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,852 | $947.3K | 0.25% | +29+1.0% | Added |
| Guardian Wealth Advisors, LLC | 2,856 | $948.8K | 0.06% | +70+2.5% | Added |
| Purus Wealth Management, LLC | 2,859 | $949.7K | 0.30% | −22−0.8% | Reduced |
| Outlook Wealth Advisors, LLC | 2,864 | $951.3K | 0.24% | −73−2.5% | Reduced |
| SPC Financial, Inc. | 2,866 | $951.8K | 0.07% | +32+1.1% | Added |
| one8zero8, LLC | 2,880 | $956.6K | 0.21% | +60+2.1% | Added |
| Two Sigma Securities, LLC | 2,895 | $961.6K | 0.14% | +2,895 | New |
| CTC Alternative Strategies, Ltd. | 2,900 | $963.3K | 1.61% | +1,920+195.9% | Added |
| LongView Wealth Management | 2,904 | $964.5K | 0.26% | +4+0.1% | Added |
| Cambridge Advisors Inc. | 2,910 | $966.6K | 0.19% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,910 | $966.7K | 0.14% | +29+1.0% | Added |
| Belpointe Asset Management LLC | 2,920 | $970.1K | 0.04% | −635−17.9% | Reduced |
| Bath Savings Trust Co | 2,922 | $970.6K | 0.10% | +31+1.1% | Added |
| Centennial Bank | 2,931 | $973.6K | 0.38% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,933 | $974.3K | 0.16% | −881−23.1% | Reduced |
| Mattern Capital Management, LLC | 2,940 | $976.5K | 0.11% | +418+16.6% | Added |
| Trust Co of Virginia | 2,949 | $979.5K | 0.08% | −111−3.6% | Reduced |
| Tradition Wealth Management, LLC | 2,952 | $980.5K | 0.07% | −183−5.8% | Reduced |
| Legacy Financial Advisors, Inc. | 2,952 | $980.5K | 0.14% | −308−9.4% | Reduced |
| Chapman Financial Group, LLC | 2,953 | $980.9K | 0.68% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,955 | $981.5K | 0.06% | +48+1.7% | Added |
| Ocean Capital Management, LLC | 2,995 | $994.8K | 0.20% | −47−1.5% | Reduced |
| Cooper Financial Group | 2,998 | $995.8K | 0.11% | −14−0.5% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $996.5K | 0.30% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,000 | $996.5K | 0.18% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,004 | $998.0K | 0.05% | −10.0% | Reduced |
| Arrow Financial Corp | 3,009 | $999.5K | 0.10% | +375+14.2% | Added |
| Resolute Wealth Strategies, LLC | 3,010 | $1.00M | 0.46% | +2+0.1% | Added |
| Scissortail Wealth Management, LLC | 3,017 | $1.00M | 0.22% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,035 | $1.01M | 0.03% | +83+2.8% | Added |
| Strategic Blueprint, LLC | 3,049 | $1.01M | 0.04% | +22+0.7% | Added |
| Pekin Hardy Strauss, Inc. | 3,049 | $1.01M | 0.10% | −123−3.9% | Reduced |
| Harbour Investment Management LLC | 3,050 | $1.01M | 0.44% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,062 | $1.02M | 0.16% | +776+33.9% | Added |
| Matrix Asset Advisors Inc | 3,068 | $1.02M | 0.09% | −148−4.6% | Reduced |
| SeaCrest Wealth Management, LLC | 3,165 | $1.02M | 0.11% | −286−8.3% | Reduced |
| Clean Yield Group | 3,095 | $1.03M | 0.29% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,107 | $1.03M | 0.06% | +763+32.6% | Added |
| Fairtree Asset Management (Pty) Ltd | 3,122 | $1.04M | 0.68% | +1,339+75.1% | Added |
| Geneos Wealth Management Inc. | 3,137 | $1.04M | 0.03% | −662−17.4% | Reduced |
| Money Concepts Capital Corp | 3,179 | $1.06M | 0.07% | +470+17.3% | Added |
| US Asset Management LLC | 3,183 | $1.06M | 0.87% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,186 | $1.06M | 0.18% | +586+22.5% | Added |
| Westfuller Advisors, LLC | 3,188 | $1.06M | 0.48% | +1,840+136.5% | Added |
| Custom Index Systems, LLC | 3,199 | $1.06M | 0.32% | +1,919+149.9% | Added |
| Advisory Alpha, LLC | 3,233 | $1.07M | 0.03% | +956+42.0% | Added |
| Main Street Financial Solutions, LLC | 3,222 | $1.07M | 0.07% | +604+23.1% | Added |
| Navellier & Associates Inc | 3,226 | $1.07M | 0.11% | +1,526+89.8% | Added |
| Nilsine Partners, LLC | 3,227 | $1.07M | 0.10% | +446+16.0% | Added |
| MCF Advisors LLC | 3,233 | $1.07M | 0.07% | +585+22.1% | Added |
| Cornerstone Wealth Group, LLC | 3,250 | $1.08M | 0.07% | +76+2.4% | Added |
| ZEGA Investments, LLC | 3,252 | $1.08M | 0.25% | +3,252 | New |
| Green Harvest Asset Management LLC | 3,256 | $1.08M | 0.02% | +59+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 3,260 | $1.08M | 0.01% | −13,803−80.9% | Reduced |
| Cetera Trust Company, N.A | 3,260 | $1.08M | 0.61% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 3,265 | $1.08M | 0.21% | +480+17.2% | Added |
| Continuum Advisory, LLC | 3,267 | $1.09M | 0.11% | −25−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 3,268 | $1.09M | 0.07% | −210−6.0% | Reduced |
| Childress Capital Advisors, LLC | 3,285 | $1.09M | 0.20% | +525+19.0% | Added |
| CFO4Life Group, LLC | 3,285 | $1.09M | 0.16% | +38+1.2% | Added |
| Richwood Investment Advisors, LLC | 3,291 | $1.09M | 0.86% | −10.0% | Reduced |
| Bahl & Gaynor Inc | 3,298 | $1.10M | 0.01% | +7+0.2% | Added |
| Values First Advisors, Inc. | 3,316 | $1.10M | 0.59% | +520+18.6% | Added |
| Great Valley Advisor Group, Inc. | 3,320 | $1.10M | 0.02% | +173+5.5% | Added |
| Volterra Technologies LP | 3,324 | $1.10M | 0.73% | +3,324 | New |
| WBH Advisory Inc | 3,324 | $1.10M | 0.08% | +42+1.3% | Added |
| Bell Bank | 3,333 | $1.11M | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,355 | $1.11M | 0.08% | −3−0.1% | Reduced |