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 |
|---|---|---|---|---|---|
| Atlanta Consulting Group Advisors, LLC | 3,357 | $1.12M | 0.27% | +39+1.2% | Added |
| Lewis Asset Management, LLC | 3,366 | $1.12M | 0.46% | −98−2.8% | Reduced |
| Rexford Capital Inc | 3,367 | $1.12M | 0.86% | +26+0.8% | Added |
| Conway Capital Management, Inc. | 3,375 | $1.12M | 0.47% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,378 | $1.12M | 0.06% | +2+0.1% | Added |
| TownSquare Capital, LLC | 3,384 | $1.12M | 0.17% | −502−12.9% | Reduced |
| Hendley & Co Inc | 3,390 | $1.13M | 0.37% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 3,394 | $1.13M | 0.25% | +313+10.2% | Added |
| Embree Financial Group | 3,396 | $1.13M | 0.15% | −10.0% | Reduced |
| Platform Technology Partners | 3,404 | $1.13M | 0.27% | −98−2.8% | Reduced |
| Altfest L J & Co Inc | 3,404 | $1.13M | 0.13% | −33−1.0% | Reduced |
| Klingman & Associates, LLC | 3,415 | $1.13M | 0.06% | +1,691+98.1% | Added |
| MidWestOne Financial Group, Inc. | 3,417 | $1.13M | 0.14% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,417 | $1.14M | 0.18% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,433 | $1.14M | 0.66% | +5+0.1% | Added |
| Portside Wealth Group, LLC | 3,449 | $1.15M | 0.16% | +316+10.1% | Added |
| Alexander Randolph Advisory, Inc. | 3,453 | $1.15M | 0.95% | −35−1.0% | Reduced |
| Founders Financial Alliance, LLC | 3,460 | $1.15M | 0.22% | +580+20.1% | Added |
| Strategic Investment Advisors | 3,463 | $1.15M | 0.10% | −502−12.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,466 | $1.15M | 0.10% | +1,699+96.2% | Added |
| Elyxium Wealth, LLC | 3,467 | $1.15M | 0.40% | +53+1.6% | Added |
| Alerus Financial NA | 3,467 | $1.15M | 0.06% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,554 | $1.15M | 0.40% | +113+3.3% | Added |
| LVW Advisors, LLC | 3,479 | $1.16M | 0.12% | +215+6.6% | Added |
| Hills Bank & Trust Co | 3,487 | $1.16M | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,500 | $1.16M | 0.36% | −377−9.7% | Reduced |
| Pure Financial Advisors, Inc. | 3,502 | $1.16M | 0.02% | −39−1.1% | Reduced |
| Clarius Group, LLC | 3,506 | $1.16M | 0.07% | −698−16.6% | Reduced |
| Crumly & Associates Inc. | 3,516 | $1.17M | 0.26% | +1,516+75.8% | Added |
| Kovack Advisors, Inc. | 3,517 | $1.17M | 0.11% | −73−2.0% | Reduced |
| Texas Yale Capital Corp. | 3,523 | $1.17M | 0.04% | +175+5.2% | Added |
| Sanders Morris Harris LLC | 3,531 | $1.17M | 0.15% | +3,531 | New |
| Schear Investment Advisers, LLC | 3,539 | $1.18M | 0.52% | +103+3.0% | Added |
| Profit Investment Management, LLC | 3,541 | $1.18M | 1.48% | −976−21.6% | Reduced |
| Banque Transatlantique SA | 3,547 | $1.18M | 0.03% | −205−5.5% | Reduced |
| Pathway Financial Advisers, LLC | 3,584 | $1.18M | 0.34% | +224+6.7% | Added |
| Midland Wealth Advisors LLC | 3,552 | $1.18M | 0.06% | −287−7.5% | Reduced |
| Paul Damon & Associates, Inc. | 3,555 | $1.18M | 0.56% | +313+9.7% | Added |
| Portus Wealth Advisors, LLC | 3,557 | $1.18M | 1.18% | +3,557 | New |
| Moloney Securities Asset Management, LLC | 3,570 | $1.19M | 0.14% | −563−13.6% | Reduced |
| Oak Asset Management, LLC | 3,580 | $1.19M | 0.41% | 00.0% | Unchanged |
| Enclave Advisors LLC | 3,591 | $1.19M | 0.18% | +2,244+166.6% | Added |
| Philadelphia Trust Co | 3,595 | $1.19M | 0.08% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,597 | $1.19M | 0.09% | −62−1.7% | Reduced |
| Saybrook Capital | 3,600 | $1.20M | 0.31% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 3,613 | $1.20M | 0.11% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,641 | $1.21M | 0.37% | +727+24.9% | Added |
| MJP Associates Inc | 3,645 | $1.21M | 0.16% | −53−1.4% | Reduced |
| Global Trust Asset Management, LLC | 3,646 | $1.21M | 0.55% | +662+22.2% | Added |
| Mayflower Financial Advisors, LLC | 3,660 | $1.22M | 0.15% | +192+5.5% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.22M | 0.13% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 3,683 | $1.22M | 0.89% | +3,683 | New |
| Leo Wealth, LLC | 3,683 | $1.22M | 0.16% | −1,868−33.7% | Reduced |
| United Asset Strategies, Inc. | 3,689 | $1.23M | 0.10% | −108−2.8% | Reduced |
| Ieq Capital, LLC | 3,694 | $1.23M | 0.00% | −5,735−60.8% | Reduced |
| Soltis Investment Advisors LLC | 3,706 | $1.23M | 0.09% | +45+1.2% | Added |
| Financial Management Network Inc | 3,711 | $1.23M | 0.20% | +396+11.9% | Added |
| Gratus Wealth Advisors, LLC | 3,712 | $1.23M | 0.17% | +28+0.8% | Added |
| Legacy Advisors, LLC | 3,720 | $1.24M | 0.15% | +3,720 | New |
| Quent Capital, LLC | 3,734 | $1.24M | 0.10% | −16−0.4% | Reduced |
| Sunflower Bank, N.A. | 3,734 | $1.24M | 0.30% | −123−3.2% | Reduced |
| Whelan Financial | 3,736 | $1.24M | 0.39% | −269−6.7% | Reduced |
| Blackstone Group Inc. | 3,737 | $1.24M | 0.01% | +3,737 | New |
| Skba Capital Management LLC | 3,739 | $1.24M | 0.17% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,742 | $1.24M | 0.59% | −533−12.5% | Reduced |
| Golden State Wealth Management, LLC | 3,747 | $1.24M | 0.14% | −32−0.8% | Reduced |
| Byrne Asset Management LLC | 3,760 | $1.25M | 0.78% | −96−2.5% | Reduced |
| Argus Investors' Counsel, Inc. | 3,773 | $1.25M | 1.00% | −1,698−31.0% | Reduced |
| Burford Brothers, Inc. | 3,773 | $1.25M | 0.54% | +25+0.7% | Added |
| First Western Trust Bank | 3,777 | $1.25M | 0.06% | −15−0.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,797 | $1.26M | 0.13% | +300+8.6% | Added |
| PDT Partners, LLC | 3,800 | $1.26M | 0.08% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 3,800 | $1.26M | 0.33% | +3,800 | New |
| Great Diamond Partners, LLC | 3,811 | $1.27M | 0.25% | +15+0.4% | Added |
| Physicians Financial Services, Inc. | 3,815 | $1.27M | 0.35% | +25+0.7% | Added |
| Private Wealth Asset Management, LLC | 3,834 | $1.27M | 0.15% | +3+0.1% | Added |
| Aspen Investment Management Inc | 3,857 | $1.28M | 0.49% | +179+4.9% | Added |
| Navis Wealth Advisors, LLC | 3,858 | $1.28M | 0.96% | +350+10.0% | Added |
| First Foundation Advisors | 3,860 | $1.28M | 0.05% | +240+6.6% | Added |
| Centerpoint Advisors, LLC | 3,871 | $1.29M | 0.40% | +30+0.8% | Added |
| Ellevest, Inc. | 3,872 | $1.29M | 0.18% | −228−5.6% | Reduced |
| MTM Investment Management, LLC | 3,880 | $1.29M | 0.41% | +58+1.5% | Added |
| Global X Japan Co., Ltd. | 3,882 | $1.29M | 0.11% | +3,813+5,526.1% | Added |
| Sage Rhino Capital LLC | 3,897 | $1.29M | 0.25% | −543−12.2% | Reduced |
| Culbertson A N & Co Inc | 3,913 | $1.30M | 0.18% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,916 | $1.30M | 0.24% | −4−0.1% | Reduced |
| CMT Capital Markets Trading GmbH | 3,925 | $1.30M | 0.54% | +2,536+182.6% | Added |
| Howard Capital Management Inc. | 3,929 | $1.31M | 0.02% | +111+2.9% | Added |
| Evelyn Partners Investment Management LLP | 3,949 | $1.31M | 0.04% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,949 | $1.31M | 0.07% | +326+9.0% | Added |
| GreatBanc Trust CO | 3,953 | $1.31M | 0.90% | +3,953 | New |
| Essex Financial Services, Inc. | 3,960 | $1.32M | 0.08% | −401−9.2% | Reduced |
| Essex Investment Management Co LLC | 3,965 | $1.32M | 0.20% | −124−3.0% | Reduced |
| Bridges Investment Management Inc | 3,971 | $1.32M | 0.02% | +107+2.8% | Added |
| 180 Wealth Advisors, LLC | 3,974 | $1.32M | 0.16% | +438+12.4% | Added |
| Knightsbridge Asset Management, LLC | 3,989 | $1.33M | 0.22% | +494+14.1% | Added |
| Promethium Advisors,llc | 3,991 | $1.33M | 0.76% | 00.0% | Unchanged |
| Moment Partners, LLC | 4,000 | $1.33M | 0.23% | −4−0.1% | Reduced |
| Pitcairn Co | 4,003 | $1.33M | 0.10% | −2,671−40.0% | Reduced |
| SummitTX Capital, L.P. | 4,006 | $1.33M | 0.06% | +4,006 | New |