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
- 2,758
- +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
- 1,043 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 |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 4,913 | $1.63M | 0.27% | +90+1.9% | Added |
| Colonial Trust Co | 4,916 | $1.63M | 0.22% | +84+1.7% | Added |
| Everhart Financial Group, Inc. | 4,946 | $1.64M | 0.16% | +692+16.3% | Added |
| Ameritas Investment Partners, Inc. | 4,948 | $1.64M | 0.05% | −276−5.3% | Reduced |
| Accredited Investors Inc. | 4,968 | $1.65M | 0.09% | +10.0% | Added |
| Rockland Trust Co | 4,982 | $1.65M | 0.07% | −176−3.4% | Reduced |
| WSFS Capital Management, LLC | 4,994 | $1.66M | 0.08% | −345−6.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 4,996 | $1.66M | 0.04% | −1,864−27.2% | Reduced |
| Acropolis Investment Management, LLC | 5,203 | $1.66M | 0.08% | +3,026+139.0% | Added |
| Spirit of America Management Corp | 5,000 | $1.66M | 0.33% | 00.0% | Unchanged |
| Ulysses Management LLC | 5,000 | $1.66M | 0.39% | +1,000+25.0% | Added |
| Portfolio Design Labs, LLC | 5,004 | $1.66M | 0.29% | +5,004 | New |
| Baker Avenue Asset Management, LP | 5,008 | $1.66M | 0.04% | +100+2.0% | Added |
| Wellington Shields & Co., LLC | 5,019 | $1.67M | 0.43% | +20+0.4% | Added |
| Stratos Wealth Advisors, LLC | 5,023 | $1.67M | 0.08% | −286−5.4% | Reduced |
| Weik Capital Management | 5,038 | $1.67M | 0.62% | −100−1.9% | Reduced |
| Bank of Hawaii | 5,040 | $1.67M | 0.08% | −319−6.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,044 | $1.68M | 1.22% | −175−3.4% | Reduced |
| Csenge Advisory Group | 5,044 | $1.68M | 0.08% | −1,971−28.1% | Reduced |
| Pecaut & Co. | 5,050 | $1.68M | 0.54% | −69−1.3% | Reduced |
| Dempze Nancy E | 5,058 | $1.68M | 0.92% | +1,599+46.2% | Added |
| Beacon Investment Advisory Services, Inc. | 5,059 | $1.68M | 0.07% | +66+1.3% | Added |
| MeadowBrook Investment Advisors LLC | 5,069 | $1.68M | 1.45% | −55−1.1% | Reduced |
| Advisory Research Inc | 5,071 | $1.68M | 0.22% | −230−4.3% | Reduced |
| Bradyco, Inc. | 5,074 | $1.69M | 1.91% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 5,075 | $1.69M | 0.08% | +829+19.5% | Added |
| Spinnaker Trust | 5,079 | $1.69M | 0.09% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,088 | $1.69M | 0.45% | 00.0% | Unchanged |
| Factorial Partners, LLC | 5,100 | $1.69M | 1.17% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,113 | $1.70M | 0.75% | +10.0% | Added |
| AXA S.A. | 5,117 | $1.70M | 0.85% | −664,798−99.2% | Reduced |
| Alps Advisors Inc | 5,125 | $1.70M | 0.01% | +122+2.4% | Added |
| Sompo Asset Management Co., Ltd. | 5,130 | $1.70M | 0.29% | +290+6.0% | Added |
| Sterling Wealth Management, Inc. | 5,136 | $1.71M | 0.52% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,147 | $1.71M | 0.06% | −20.0% | Reduced |
| Delaney Dennis R | 5,153 | $1.71M | 0.86% | +1,611+45.5% | Added |
| William Allan, LLC | 5,156 | $1.71M | 0.96% | −176−3.3% | Reduced |
| Garde Capital, Inc. | 5,157 | $1.71M | 0.09% | +171+3.4% | Added |
| Pine Valley Investments Ltd Liability Co | 5,161 | $1.71M | 0.09% | −374−6.8% | Reduced |
| Fidelis Capital Partners, LLC | 5,179 | $1.72M | 0.13% | −48−0.9% | Reduced |
| PFG Advisors | 5,179 | $1.72M | 0.07% | +120+2.4% | Added |
| Ledyard National Bank | 5,181 | $1.72M | 0.15% | −33−0.6% | Reduced |
| Ramirez Asset Management, Inc. | 5,199 | $1.73M | 0.24% | −9−0.2% | Reduced |
| Rydar Equities, Inc. | 5,263 | $1.73M | 1.39% | −147−2.7% | Reduced |
| CWA Asset Management Group, LLC | 5,222 | $1.73M | 0.06% | +291+5.9% | Added |
| Norden Group LLC | 5,225 | $1.74M | 0.18% | −143−2.7% | Reduced |
| DF Dent & Co Inc | 5,253 | $1.74M | 0.02% | +4,478+577.8% | Added |
| First International Bank & Trust | 5,255 | $1.75M | 0.61% | +184+3.6% | Added |
| Cigna Investments Inc | 5,255 | $1.75M | 0.25% | −192−3.5% | Reduced |
| Sirios Capital Management L P | 5,269 | $1.75M | 0.23% | −98−1.8% | Reduced |
| Winton Group Ltd | 5,270 | $1.75M | 0.07% | −21,006−79.9% | Reduced |
| Aspire Private Capital, LLC | 5,283 | $1.75M | 0.39% | +266+5.3% | Added |
| Vectors Research Management, LLC | 5,289 | $1.76M | 0.55% | +100+1.9% | Added |
| Notis-McConarty Edward | 5,304 | $1.76M | 0.82% | +1,472+38.4% | Added |
| Aaron Wealth Advisors | 5,330 | $1.77M | 0.11% | +943+21.5% | Added |
| Wealth Alliance | 5,338 | $1.77M | 0.18% | −79−1.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,338 | $1.77M | 0.32% | 00.0% | Unchanged |
| Strategic Advocates LLC | 5,376 | $1.79M | 0.47% | +1,014+23.2% | Added |
| Cambridge Financial Group, LLC | 5,380 | $1.79M | 0.58% | +10.0% | Added |
| NBZ Investment Advisors LLC | 5,404 | $1.79M | 0.94% | −19−0.4% | Reduced |
| Invst, LLC | 5,408 | $1.80M | 0.20% | −76−1.4% | Reduced |
| Boston Private Wealth LLC | 5,415 | $1.80M | 0.10% | −566−9.5% | Reduced |
| Strategic Advisors LLC | 5,426 | $1.80M | 0.29% | +1,021+23.2% | Added |
| Community Bank, N.A. | 5,430 | $1.80M | 0.22% | −208−3.7% | Reduced |
| Alpine Bank Wealth Management | 5,445 | $1.81M | 0.25% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 5,449 | $1.81M | 0.74% | −4,949−47.6% | Reduced |
| Abundance Wealth Counselors | 5,453 | $1.81M | 0.31% | −706−11.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5,467 | $1.82M | 0.25% | +5+0.1% | Added |
| Premier Path Wealth Partners, LLC | 5,482 | $1.82M | 0.23% | −8−0.1% | Reduced |
| Cozad Asset Management Inc | 5,485 | $1.82M | 0.14% | +52+1.0% | Added |
| Icon Advisers Inc | 5,500 | $1.83M | 0.40% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,510 | $1.83M | 0.62% | +583+11.8% | Added |
| Armis Advisers, LLC | 5,213 | $1.83M | 0.17% | +2,066+65.6% | Added |
| Northcape Wealth Management, LLC | 5,527 | $1.84M | 0.54% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 5,528 | $1.84M | 0.05% | −3,696−40.1% | Reduced |
| Capital Analysts, LLC | 5,528 | $1.84M | 0.05% | −133−2.3% | Reduced |
| Private Trust Co NA | 5,574 | $1.85M | 0.16% | −863−13.4% | Reduced |
| Griffith & Werner, Inc. | 5,049 | $1.86M | 0.96% | +5,049 | New |
| KRS Capital Management, LLC | 5,602 | $1.86M | 1.12% | +42+0.8% | Added |
| Meridian Wealth Management, LLC | 5,626 | $1.87M | 0.07% | +1,229+28.0% | Added |
| Crewe Advisors LLC | 5,634 | $1.87M | 0.18% | +170+3.1% | Added |
| Neo Ivy Capital Management | 5,640 | $1.87M | 0.46% | +5,640 | New |
| Stonebrook Private Inc. | 5,646 | $1.88M | 0.41% | +8+0.1% | Added |
| Chesapeake Wealth Management | 5,655 | $1.88M | 0.57% | −26−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 5,673 | $1.88M | 0.13% | −705−11.1% | Reduced |
| Advisors Capital Management, LLC | 5,692 | $1.89M | 0.02% | +238+4.4% | Added |
| 3Chopt Investment Partners, LLC | 5,698 | $1.89M | 0.43% | −386−6.3% | Reduced |
| Insight Advisors, LLC | 5,708 | $1.90M | 0.29% | +22+0.4% | Added |
| NBC Securities, Inc. | 5,717 | $1.90M | 0.15% | −389−6.4% | Reduced |
| Souders Financial Advisors | 5,722 | $1.90M | 0.23% | +967+20.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,366 | $1.90M | 0.02% | −15−0.3% | Reduced |
| Cornerstone Planning Group LLC | 5,320 | $1.91M | 0.32% | +74+1.4% | Added |
| Lakeshore Capital Group, Inc. | 5,790 | $1.92M | 1.55% | +212+3.8% | Added |
| Sapient Capital LLC | 5,633 | $1.93M | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 5,820 | $1.93M | 0.04% | +151+2.7% | Added |
| Paragon Private Wealth Management, LLC | 5,821 | $1.93M | 0.63% | +282+5.1% | Added |
| Highline Wealth Partners LLC | 5,835 | $1.94M | 0.52% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,845 | $1.94M | 0.38% | +191+3.4% | Added |
| Advisor OS, LLC | 5,844 | $1.94M | 0.17% | −539−8.4% | Reduced |