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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 5,861 | $1.95M | 0.26% | −392−6.3% | Reduced |
| Associated Banc-Corp | 5,862 | $1.95M | 0.05% | −370−5.9% | Reduced |
| Net Worth Advisory Group | 5,878 | $1.95M | 0.56% | −661−10.1% | Reduced |
| Solitude Financial Services | 5,884 | $1.95M | 0.67% | −309−5.0% | Reduced |
| Virtus Investment Advisers, Inc. | 5,901 | $1.96M | 0.56% | +668+12.8% | Added |
| Hohimer Wealth Management, LLC | 5,906 | $1.96M | 0.27% | +325+5.8% | Added |
| Washington Trust Advisors, Inc. | 5,917 | $1.97M | 0.15% | +60+1.0% | Added |
| Busey Wealth Management | 5,931 | $1.97M | 0.05% | −37−0.6% | Reduced |
| Ransom Advisory, Ltd | 5,946 | $1.98M | 0.89% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 5,960 | $1.98M | 0.14% | −18−0.3% | Reduced |
| Transatlantique Private Wealth LLC | 5,974 | $1.98M | 0.65% | +177+3.1% | Added |
| B&L Asset Management LLC | 5,997 | $1.99M | 1.02% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 5,999 | $1.99M | 0.45% | −10.0% | Reduced |
| Marshall Wace, LLP | 6,000 | $1.99M | 0.00% | +6,000 | New |
| Harbour Investments, Inc. | 6,010 | $2.00M | 0.05% | +202+3.5% | Added |
| Spire Wealth Management | 6,016 | $2.00M | 0.07% | −96−1.6% | Reduced |
| IFP Advisors, Inc | 6,022 | $2.00M | 0.05% | −3,098−34.0% | Reduced |
| Citadel Investment Advisory, Inc. | 6,032 | $2.00M | 0.92% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 6,034 | $2.00M | 0.74% | +305+5.3% | Added |
| Legacy Edge Advisors, LLC | 6,042 | $2.01M | 0.24% | −250−4.0% | Reduced |
| Stokes Family Office, LLC | 6,043 | $2.01M | 0.19% | +438+7.8% | Added |
| Weil Company, Inc. | 6,055 | $2.01M | 0.48% | +16+0.3% | Added |
| Grove Bank & Trust | 6,086 | $2.02M | 0.24% | −151−2.4% | Reduced |
| Fort Point Capital Partners LLC | 6,122 | $2.03M | 0.26% | −9,706−61.3% | Reduced |
| Cypress Wealth Services, LLC | 6,130 | $2.04M | 0.33% | +24+0.4% | Added |
| Canopy Partners, LLC | 6,150 | $2.04M | 0.68% | −49−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,194 | $2.06M | 0.10% | +9+0.1% | Added |
| Diligent Investors, LLC | 6,201 | $2.06M | 0.52% | +31+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 6,205 | $2.06M | 0.12% | −145−2.3% | Reduced |
| RMR Capital Management, LLC | 6,260 | $2.08M | 1.45% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,269 | $2.08M | 0.12% | +1,222+24.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,269 | $2.08M | 0.01% | +2,117+51.0% | Added |
| Piscataqua Savings Bank | 6,282 | $2.09M | 1.63% | −110−1.7% | Reduced |
| Avestar Capital, LLC | 6,303 | $2.09M | 0.15% | −126−2.0% | Reduced |
| Leavell Investment Management, Inc. | 6,338 | $2.11M | 0.09% | +218+3.6% | Added |
| Parisi Gray Wealth Management | 6,370 | $2.12M | 0.55% | −30.0% | Reduced |
| S&CO Inc | 6,386 | $2.12M | 0.13% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,419 | $2.13M | 0.04% | +124+2.0% | Added |
| Trust Asset Management LLC | 6,422 | $2.13M | 0.15% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 6,450 | $2.14M | 0.34% | +11+0.2% | Added |
| RMB Capital Management, LLC | 6,452 | $2.14M | 0.04% | +130+2.1% | Added |
| Lee Danner & Bass Inc | 6,502 | $2.16M | 0.16% | −35−0.5% | Reduced |
| Weiss Asset Management LP | 6,505 | $2.16M | 0.03% | +6,505 | New |
| BancorpSouth Bank | 6,509 | $2.16M | 0.13% | +5+0.1% | Added |
| Guided Capital Wealth Management, LLC | 6,535 | $2.17M | 1.86% | +1,646+33.7% | Added |
| Krilogy Financial LLC | 5,948 | $2.18M | 0.08% | +5,948 | New |
| Eagle Capital Management, LLC | 6,552 | $2.18M | 0.82% | +34+0.5% | Added |
| First Horizon Corp | 6,563 | $2.18M | 0.10% | +6,563 | New |
| Symphony Financial, Ltd. Co. | 6,552 | $2.18M | 0.27% | −1,271−16.2% | Reduced |
| WBI Investments | 6,581 | $2.19M | 0.56% | +3,541+116.5% | Added |
| Nations Financial Group Inc, | 6,591 | $2.19M | 0.14% | +5,288+405.8% | Added |
| Inkwell Capital LLC | 6,601 | $2.19M | 2.24% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6,614 | $2.20M | 0.23% | −50−0.8% | Reduced |
| Kidder Stephen W | 6,616 | $2.20M | 0.63% | +3,541+115.2% | Added |
| Palisade Asset Management, LLC | 6,628 | $2.20M | 0.20% | −287−4.2% | Reduced |
| Skopos Labs, Inc. | 6,968 | $2.21M | 0.30% | −213−3.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,661 | $2.21M | 0.01% | +6,341+1,981.6% | Added |
| Richard Bernstein Advisors LLC | 6,666 | $2.21M | 0.06% | −5,203−43.8% | Reduced |
| GLOBALT Investments LLC | 6,670 | $2.22M | 0.08% | −40−0.6% | Reduced |
| Excalibur Management Corp | 6,726 | $2.23M | 0.81% | −433−6.0% | Reduced |
| BNP Paribas | 6,546 | $2.24M | 0.07% | −43−0.7% | Reduced |
| Hall Capital Management Co Inc | 6,736 | $2.24M | 0.88% | +24+0.4% | Added |
| Beacon Financial Group | 6,746 | $2.24M | 0.22% | +9+0.1% | Added |
| McAdam, LLC | 6,750 | $2.24M | 0.11% | +117+1.8% | Added |
| Axxcess Wealth Management, LLC | 6,793 | $2.26M | 0.05% | +1,598+30.8% | Added |
| Catalyst Funds Management Pty Ltd | 6,800 | $2.26M | 0.34% | +6,800 | New |
| Raab & Moskowitz Asset Management LLC | 6,832 | $2.27M | 0.51% | −70−1.0% | Reduced |
| Equity Investment Corp | 6,836 | $2.27M | 0.05% | −211,471−96.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 6,873 | $2.28M | 1.32% | +21+0.3% | Added |
| PFG Investments, LLC | 6,874 | $2.28M | 0.12% | +312+4.8% | Added |
| Mather Group, LLC. | 6,896 | $2.29M | 0.02% | +508+8.0% | Added |
| Everett Harris & Co | 6,925 | $2.30M | 0.03% | −132−1.9% | Reduced |
| First National Trust Co | 6,933 | $2.30M | 0.08% | −79−1.1% | Reduced |
| Baldwin Investment Management, LLC | 6,937 | $2.30M | 0.26% | +150+2.2% | Added |
| Delta Accumulation, LLC | 8,500 | $2.31M | 13.01% | +8,500 | New |
| Auxier Asset Management | 6,986 | $2.32M | 0.33% | −107−1.5% | Reduced |
| Midwest Trust Co | 6,986 | $2.32M | 0.03% | +584+9.1% | Added |
| Balboa Wealth Partners | 7,018 | $2.33M | 0.40% | −305−4.2% | Reduced |
| Stock Yards Bank & Trust Co | 7,045 | $2.34M | 0.07% | −61−0.9% | Reduced |
| Huntleigh Advisors, Inc. | 7,059 | $2.34M | 0.40% | +319+4.7% | Added |
| Sunbelt Securities, Inc. | 7,083 | $2.35M | 0.16% | +4,583+183.3% | Added |
| SageView Advisory Group, LLC | 7,130 | $2.37M | 0.08% | +4+0.1% | Added |
| Intellectus Partners, LLC | 7,185 | $2.39M | 0.46% | −10.0% | Reduced |
| Arjuna Capital | 7,191 | $2.39M | 0.59% | +68+1.0% | Added |
| Gateway Investment Advisers LLC | 7,200 | $2.39M | 0.02% | +31+0.4% | Added |
| Lebenthal Global Advisors, LLC | 7,212 | $2.40M | 0.42% | +836+13.1% | Added |
| Confluence Wealth Services, Inc. | 7,213 | $2.40M | 0.12% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 7,219 | $2.40M | 1.09% | +2,675+58.9% | Added |
| Beverly Hills Private Wealth, LLC | 7,223 | $2.40M | 0.42% | −529−6.8% | Reduced |
| Boltwood Capital Management | 7,233 | $2.40M | 0.64% | −10−0.1% | Reduced |
| Birinyi Associates Inc | 7,250 | $2.41M | 0.61% | −45−0.6% | Reduced |
| Caxton Associates LLP | 7,263 | $2.41M | 0.07% | +7,263 | New |
| Caldwell Sutter Capital, Inc. | 7,338 | $2.44M | 1.04% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 7,353 | $2.44M | 0.08% | +855+13.2% | Added |
| Broderick Brian C | 7,357 | $2.44M | 0.46% | +1,489+25.4% | Added |
| Jackson Wealth Management, LLC | 7,361 | $2.44M | 0.24% | +173+2.4% | Added |
| Veracity Capital LLC | 7,402 | $2.46M | 0.79% | −53−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,813 | $2.46M | 0.06% | +343+5.3% | Added |
| National Asset Management, Inc. | 7,411 | $2.46M | 0.12% | −1,295−14.9% | Reduced |
| Taylor Frigon Capital Management LLC | 7,431 | $2.47M | 1.23% | +6+0.1% | Added |