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 |
|---|---|---|---|---|---|
| Capital International Sarl | 7,455 | $2.48M | 0.04% | −305−3.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 7,505 | $2.49M | 0.69% | +90+1.2% | Added |
| Oldfather Financial Services, LLC | 7,513 | $2.50M | 0.78% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 7,627 | $2.53M | 0.19% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 7,628 | $2.53M | 0.17% | −853−10.1% | Reduced |
| Red Cedar Investment Management, LLC | 7,628 | $2.53M | 0.30% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 7,647 | $2.54M | 0.31% | −35−0.5% | Reduced |
| Berkshire Bank | 7,650 | $2.54M | 0.55% | −435−5.4% | Reduced |
| Rothschild Investment LLC | 7,745 | $2.57M | 0.15% | −97−1.2% | Reduced |
| Holderness Investments Co | 7,757 | $2.58M | 0.53% | +10.0% | Added |
| Mengis Capital Management, Inc. | 7,790 | $2.59M | 0.51% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 7,820 | $2.60M | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 7,826 | $2.60M | 0.28% | −20.0% | Reduced |
| Mutual Advisors, LLC | 7,350 | $2.61M | 0.06% | −59−0.8% | Reduced |
| Pinnacle Wealth Management, LLC | 7,856 | $2.61M | 1.76% | −1,034−11.6% | Reduced |
| Spears Abacus Advisors LLC | 7,859 | $2.61M | 0.05% | −250−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 7,880 | $2.62M | 0.03% | +144+1.9% | Added |
| Signet Investment Advisory Group, Inc. | 7,905 | $2.63M | 1.26% | −355−4.3% | Reduced |
| Hilltop National Bank | 7,906 | $2.63M | 0.65% | +22+0.3% | Added |
| Wilkins Investment Counsel Inc | 7,907 | $2.63M | 0.37% | −25−0.3% | Reduced |
| Syon Capital LLC | 7,919 | $2.63M | 0.14% | +1,037+15.1% | Added |
| Hartford Funds Management Co LLC | 7,929 | $2.63M | 0.23% | −1,616−16.9% | Reduced |
| Dover Advisors, LLC | 7,948 | $2.64M | 1.05% | −206−2.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 7,967 | $2.65M | 0.57% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 8,017 | $2.66M | 0.05% | +685+9.3% | Added |
| Vivid Wealth Management, LLC | 8,052 | $2.67M | 1.06% | −911−10.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,062 | $2.68M | 0.21% | −6−0.1% | Reduced |
| IFG Advisory, LLC | 8,063 | $2.68M | 0.12% | −137−1.7% | Reduced |
| Forum Financial Management, LP | 8,089 | $2.69M | 0.04% | +145+1.8% | Added |
| Leonteq Securities AG | 8,108 | $2.69M | 0.14% | −1,941−19.3% | Reduced |
| GFG Capital, LLC | 8,176 | $2.72M | 0.94% | −47−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,185 | $2.72M | 0.08% | −587−6.7% | Reduced |
| Accent Capital Management, LLC | 8,194 | $2.72M | 1.16% | +150+1.9% | Added |
| SRS Capital Advisors, Inc. | 8,207 | $2.73M | 0.04% | +6,033+277.5% | Added |
| Flagship Harbor Advisors, LLC | 8,209 | $2.73M | 0.12% | −383−4.5% | Reduced |
| FineMark National Bank & Trust | 8,246 | $2.74M | 0.09% | −602−6.8% | Reduced |
| Bank of Stockton | 8,290 | $2.75M | 0.78% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 8,318 | $2.76M | 0.71% | +8,318 | New |
| Natural Investments, LLC | 8,320 | $2.76M | 0.69% | +30.0% | Added |
| New England Asset Management Inc | 8,340 | $2.77M | 0.36% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 8,371 | $2.78M | 0.29% | 00.0% | Unchanged |
| Twin Capital Management Inc | 8,393 | $2.79M | 0.35% | −158−1.8% | Reduced |
| Tealwood Asset Management Inc | 8,395 | $2.79M | 1.13% | −115−1.4% | Reduced |
| Howard Capital Management Group, LLC | 8,426 | $2.80M | 0.18% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 8,445 | $2.80M | 0.19% | −186−2.2% | Reduced |
| Western Wealth Management, LLC | 8,451 | $2.81M | 0.15% | −22−0.3% | Reduced |
| L2 Asset Management, LLC | 8,512 | $2.83M | 0.41% | −4,194−33.0% | Reduced |
| Hardy Reed LLC | 8,521 | $2.83M | 0.21% | +101+1.2% | Added |
| Woodmont Investment Counsel LLC | 8,526 | $2.83M | 0.19% | +261+3.2% | Added |
| Investors Asset Management of Georgia Inc | 8,530 | $2.83M | 1.21% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 8,540 | $2.84M | 0.09% | +5,860+218.7% | Added |
| Principle Wealth Partners LLC | 8,554 | $2.84M | 0.16% | −272−3.1% | Reduced |
| SOA Wealth Advisors, LLC. | 8,559 | $2.84M | 0.49% | +142+1.7% | Added |
| ProVise Management Group, LLC | 8,609 | $2.86M | 0.21% | −691−7.4% | Reduced |
| Pensionmark Financial Group, LLC | 8,626 | $2.87M | 0.06% | +1,373+18.9% | Added |
| Fulton Bank, N.A. | 8,626 | $2.87M | 0.10% | −124−1.4% | Reduced |
| Atomi Financial Group, Inc. | 8,652 | $2.87M | 0.09% | +2,015+30.4% | Added |
| Berkshire Asset Management LLC | 8,654 | $2.87M | 0.12% | +164+1.9% | Added |
| Smartleaf Asset Management LLC | 8,418 | $2.88M | 0.18% | +1,995+31.1% | Added |
| Citizens National Bank Trust Department | 8,677 | $2.88M | 0.51% | +854+10.9% | Added |
| Bigelow Investment Advisors, LLC | 8,679 | $2.88M | 1.16% | −307−3.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,684 | $2.88M | 0.99% | −756−8.0% | Reduced |
| Rational Advisors LLC | 8,704 | $2.89M | 0.29% | +8,524+4,735.6% | Added |
| Signature Wealth Management Group | 8,716 | $2.89M | 1.12% | −79−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,737 | $2.90M | 0.20% | +4,306+97.2% | Added |
| Patton Fund Management, Inc. | 8,744 | $2.90M | 0.52% | −235−2.6% | Reduced |
| Northern Financial Advisors Inc | 8,797 | $2.92M | 1.53% | +9+0.1% | Added |
| Pinnacle Holdings, LLC | 8,845 | $2.94M | 1.02% | −48−0.5% | Reduced |
| Ossiam | 8,858 | $2.94M | 0.04% | −5,995−40.4% | Reduced |
| Mindset Wealth Management, LLC | 8,885 | $2.95M | 0.80% | +47+0.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,891 | $2.95M | 0.01% | −502−5.3% | Reduced |
| Bridgeway Capital Management, LLC | 8,900 | $2.96M | 0.06% | 00.0% | Unchanged |
| RMR Wealth Builders | 8,908 | $2.96M | 0.25% | +514+6.1% | Added |
| Fiduciary Family Office, LLC | 8,956 | $2.97M | 0.85% | +430+5.0% | Added |
| Sterling Capital Management LLC | 8,965 | $2.98M | 0.04% | −1,157−11.4% | Reduced |
| Bank of New Hampshire | 8,983 | $2.98M | 0.69% | +55+0.6% | Added |
| Oppenheimer Asset Management Inc. | 8,986 | $2.98M | 0.03% | −1,475−14.1% | Reduced |
| West Michigan Advisors, LLC | 9,029 | $3.00M | 0.72% | +7,756+609.3% | Added |
| Financial Security Advisor, Inc. | 9,038 | $3.00M | 0.64% | −412−4.4% | Reduced |
| Bell Asset Management Ltd | 9,050 | $3.01M | 0.82% | −2,793−23.6% | Reduced |
| Prosperity Consulting Group, LLC | 9,067 | $3.01M | 0.15% | +586+6.9% | Added |
| Verition Fund Management LLC | 9,094 | $3.02M | 0.02% | +275+3.1% | Added |
| IFC Advisors LLC | 9,096 | $3.02M | 0.55% | +9+0.1% | Added |
| Qtron Investments LLC | 9,113 | $3.03M | 0.37% | −239−2.6% | Reduced |
| Pettee Investors, Inc. | 9,118 | $3.03M | 1.67% | −95−1.0% | Reduced |
| Trustco Bank Corp N Y | 9,145 | $3.04M | 2.73% | +86+0.9% | Added |
| Anchor Investment Management, LLC | 9,149 | $3.04M | 0.25% | +173+1.9% | Added |
| EFG Asset Management (North America) Corp. | 9,155 | $3.04M | 0.39% | +318+3.6% | Added |
| SBI Securities Co., Ltd. | 9,163 | $3.04M | 0.08% | −903−9.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,174 | $3.05M | 0.09% | +34+0.4% | Added |
| Applied Capital LLC | 9,194 | $3.05M | 2.18% | +10+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,198 | $3.06M | 1.69% | −114−1.2% | Reduced |
| NTV Asset Management LLC | 9,205 | $3.06M | 0.33% | −474−4.9% | Reduced |
| Massmutual Trust Co FSB | 9,268 | $3.08M | 0.08% | −471−4.8% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,271 | $3.08M | 1.48% | −30−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 9,302 | $3.09M | 0.54% | −666−6.7% | Reduced |
| BCS Private Wealth Management, Inc. | 9,321 | $3.10M | 1.11% | −500−5.1% | Reduced |
| Beacon Investment Advisors LLC | 9,334 | $3.10M | 1.27% | +5+0.1% | Added |
| Tema ETFs LLC | 9,346 | $3.10M | 0.26% | +9,346 | New |
| Bridgewater Advisors Inc. | 8,494 | $3.11M | 0.22% | +262+3.2% | Added |