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 |
|---|---|---|---|---|---|
| Lazari Capital Management, Inc. | 4,008 | $1.33M | 0.45% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,022 | $1.34M | 0.05% | −100−2.4% | Reduced |
| Plancorp, LLC | 4,027 | $1.34M | 0.04% | −14−0.3% | Reduced |
| Next Level Private LLC | 4,032 | $1.34M | 0.39% | +41+1.0% | Added |
| Hanson & Doremus Investment Management | 4,031 | $1.34M | 0.17% | +997+32.9% | Added |
| Evermay Wealth Management LLC | 4,034 | $1.34M | 0.15% | −60−1.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,036 | $1.34M | 0.31% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 4,037 | $1.34M | 0.96% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 4,040 | $1.34M | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,041 | $1.34M | 0.08% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,051 | $1.35M | 0.23% | −792−16.4% | Reduced |
| Koshinski Asset Management, Inc. | 4,052 | $1.35M | 0.09% | −456−10.1% | Reduced |
| American National Bank | 4,058 | $1.35M | 0.13% | −419−9.4% | Reduced |
| Trueblood Wealth Management, LLC | 4,076 | $1.35M | 0.53% | +65+1.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,106 | $1.36M | 0.17% | −326−7.4% | Reduced |
| Hager Investment Management Services, LLC | 4,121 | $1.37M | 0.74% | −21−0.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,123 | $1.37M | 0.73% | +200+5.1% | Added |
| Resources Management Corp | 4,125 | $1.37M | 0.18% | −275−6.3% | Reduced |
| Stance Capital LLC | 4,131 | $1.37M | 0.50% | −348−7.8% | Reduced |
| Tred Avon Family Wealth, LLC | 4,132 | $1.37M | 0.47% | +4,132 | New |
| Farringdon Capital, Ltd. | 4,146 | $1.38M | 0.35% | +4,146 | New |
| Ervin Investment Management, LLC | 4,146 | $1.38M | 0.79% | −120−2.8% | Reduced |
| VeraBank, N.A. | 4,147 | $1.38M | 0.26% | −157−3.6% | Reduced |
| Washington Trust Co | 4,151 | $1.38M | 0.05% | −1,010−19.6% | Reduced |
| Amarillo National Bank | 4,156 | $1.38M | 0.24% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,161 | $1.38M | 0.19% | −906−17.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,170 | $1.39M | 0.42% | +46+1.1% | Added |
| Riverbend Wealth Management, LLC | 4,171 | $1.39M | 0.97% | −14−0.3% | Reduced |
| Westpac Banking Corp | 4,180 | $1.39M | 0.09% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 4,183 | $1.39M | 0.18% | −55−1.3% | Reduced |
| InvesTrust | 4,200 | $1.40M | 0.51% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,204 | $1.40M | 0.41% | −58−1.4% | Reduced |
| Lyell Wealth Management, LP | 4,205 | $1.40M | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,207 | $1.40M | 0.05% | +63+1.5% | Added |
| Jamison Private Wealth Management, Inc. | 4,220 | $1.40M | 0.18% | +31+0.7% | Added |
| IFG Advisors, LLC | 4,237 | $1.41M | 0.23% | +4+0.1% | Added |
| Thoroughbred Financial Services, LLC | 4,245 | $1.41M | 0.09% | +711+20.1% | Added |
| BSW Wealth Partners | 4,251 | $1.41M | 0.18% | +193+4.8% | Added |
| Boyar Asset Management Inc. | 4,258 | $1.41M | 0.89% | −500−10.5% | Reduced |
| Apella Capital, LLC | 4,380 | $1.42M | 0.03% | +333+8.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,294 | $1.43M | 0.05% | +179+4.3% | Added |
| Schulhoff & Co Inc | 4,300 | $1.43M | 0.61% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 4,317 | $1.43M | 0.07% | +2,718+170.0% | Added |
| Bedel Financial Consulting, Inc. | 4,344 | $1.44M | 0.18% | +4+0.1% | Added |
| Aspiriant, LLC | 4,348 | $1.44M | 0.04% | −62−1.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,355 | $1.45M | 0.23% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,357 | $1.45M | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4,392 | $1.46M | 0.01% | −201−4.4% | Reduced |
| Polymer Capital Management (US) LLC | 4,414 | $1.47M | 0.19% | +2,270+105.9% | Added |
| Core Alternative Capital | 4,417 | $1.47M | 0.43% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 4,419 | $1.47M | 0.39% | +989+28.8% | Added |
| Olistico Wealth, LLC | 4,432 | $1.47M | 0.78% | +5+0.1% | Added |
| Tompkins Financial Corp | 4,442 | $1.48M | 0.12% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,442 | $1.48M | 0.36% | +1,249+39.1% | Added |
| Accurate Wealth Management, LLC | 4,459 | $1.48M | 0.20% | +389+9.6% | Added |
| Levin Capital Strategies, L.P. | 4,474 | $1.49M | 0.14% | −224−4.8% | Reduced |
| Proathlete Wealth Management LLC | 4,476 | $1.49M | 0.43% | +21+0.5% | Added |
| Papp L Roy & Associates | 4,500 | $1.49M | 0.17% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $1.49M | 0.79% | −500−10.0% | Reduced |
| SWP Investment Management LLC | 4,500 | $1.49M | 1.47% | +4,500 | New |
| Elefante Mark B | 4,508 | $1.50M | 0.96% | +1,899+72.8% | Added |
| GTS Securities LLC | 4,512 | $1.50M | 0.06% | +2,721+151.9% | Added |
| Tufton Capital Management | 4,513 | $1.50M | 0.27% | +1,300+40.5% | Added |
| Wealthcare Advisory Partners LLC | 4,518 | $1.50M | 0.03% | +37+0.8% | Added |
| Coastal Investment Advisors, Inc. | 4,529 | $1.50M | 0.50% | +482+11.9% | Added |
| Doliver Advisors, LP | 4,533 | $1.51M | 0.39% | −33−0.7% | Reduced |
| Buckingham Strategic Partners | 4,366 | $1.51M | 0.02% | −188−4.1% | Reduced |
| Morse Asset Management, Inc | 4,580 | $1.52M | 0.30% | +17+0.4% | Added |
| Sentry LLC | 4,591 | $1.52M | 0.38% | 00.0% | Unchanged |
| Guardian Investment Management | 4,592 | $1.53M | 1.33% | +4,592 | New |
| Twelve Points Wealth Management LLC | 4,597 | $1.53M | 0.38% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,598 | $1.53M | 0.12% | +49+1.1% | Added |
| Barden Capital Management, Inc. | 4,618 | $1.53M | 1.28% | +20+0.4% | Added |
| Trust Point Inc. | 4,619 | $1.53M | 0.12% | +4,619 | New |
| DSG Capital Advisors, LLC | 4,633 | $1.54M | 0.25% | +1,345+40.9% | Added |
| Pflug Koory, LLC | 4,636 | $1.54M | 0.73% | 00.0% | Unchanged |
| Delphi Management Inc | 4,641 | $1.54M | 1.43% | −42−0.9% | Reduced |
| Leisure Capital Management | 4,655 | $1.55M | 0.53% | 00.0% | Unchanged |
| Woodstock Corp | 4,656 | $1.55M | 0.13% | −170−3.5% | Reduced |
| North Star Investment Management Corp. | 4,688 | $1.56M | 0.10% | +3+0.1% | Added |
| EverSource Wealth Advisors, LLC | 4,706 | $1.56M | 0.06% | −152−3.1% | Reduced |
| Mystic Asset Management, Inc. | 4,712 | $1.57M | 0.35% | −30−0.6% | Reduced |
| Jennison Associates LLC | 4,726 | $1.57M | 0.00% | −9,427−66.6% | Reduced |
| TCI Wealth Advisors, Inc. | 4,731 | $1.57M | 0.09% | +58+1.2% | Added |
| Investment Research Partners LLC | 4,391 | $1.57M | 0.71% | +4,391 | New |
| Fullcircle Wealth LLC | 4,365 | $1.57M | 0.55% | −49−1.1% | Reduced |
| Simmons Bank | 4,738 | $1.57M | 0.10% | −45−0.9% | Reduced |
| Spirepoint Private Client, LLC | 4,750 | $1.58M | 0.17% | +342+7.8% | Added |
| Arbor Capital Management Inc | 4,765 | $1.58M | 1.27% | −428−8.2% | Reduced |
| Aventura Private Wealth, LLC | 4,762 | $1.58M | 0.58% | +102+2.2% | Added |
| Saxon Interests, Inc. | 4,777 | $1.58M | 0.62% | +175+3.8% | Added |
| First Dallas Securities Inc. | 4,774 | $1.59M | 0.59% | −99−2.0% | Reduced |
| Patten & Patten Inc | 4,774 | $1.59M | 0.09% | −266−5.3% | Reduced |
| Minot DeBlois Advisors LLC | 4,777 | $1.59M | 1.44% | +35+0.7% | Added |
| Muirfield Wealth Advisors LLC | 4,779 | $1.59M | 1.18% | +13+0.3% | Added |
| First Affirmative Financial Network | 4,792 | $1.59M | 0.75% | +121+2.6% | Added |
| Argentarii, LLC | 4,793 | $1.59M | 0.68% | +10.0% | Added |
| Harbor Investment Advisory, LLC | 4,799 | $1.59M | 0.13% | −245−4.9% | Reduced |
| Larson Financial Group LLC | 4,836 | $1.61M | 0.06% | +429+9.7% | Added |
| Carr Financial Group Corp | 4,884 | $1.62M | 0.45% | +97+2.0% | Added |