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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 9,355 | $3.11M | 0.90% | −3,000−24.3% | Reduced |
| Eads & Heald Wealth Management | 9,369 | $3.11M | 1.49% | −280−2.9% | Reduced |
| KWB Wealth | 9,850 | $3.14M | 0.35% | −33−0.3% | Reduced |
| Lodestone Wealth Management LLC | 9,465 | $3.14M | 1.41% | +37+0.4% | Added |
| Fire Capital Management LLC | 9,482 | $3.15M | 1.81% | +55+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,509 | $3.16M | 0.09% | +514+5.7% | Added |
| Rathbone Brothers plc | 9,521 | $3.16M | 0.01% | −10−0.1% | Reduced |
| CSM Advisors, LLC | 9,530 | $3.17M | 0.09% | −10,110−51.5% | Reduced |
| Parkshore Wealth Management, Inc. | 9,541 | $3.17M | 1.29% | +22+0.2% | Added |
| AustralianSuper Pty Ltd | 9,560 | $3.18M | 0.02% | −5,641−37.1% | Reduced |
| NVWM, LLC | 9,560 | $3.18M | 0.71% | −250−2.5% | Reduced |
| Guardian Capital LP | 9,588 | $3.18M | 0.10% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 9,598 | $3.19M | 0.05% | −591−5.8% | Reduced |
| RB Capital Management, LLC | 9,605 | $3.19M | 0.67% | +555+6.1% | Added |
| Sawyer & Company, Inc | 10,095 | $3.22M | 1.22% | +413+4.3% | Added |
| Rehmann Capital Advisory Group | 9,696 | $3.22M | 0.18% | +39+0.4% | Added |
| Institute for Wealth Management, LLC. | 9,714 | $3.23M | 0.34% | −74−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,740 | $3.24M | 0.08% | +792+8.9% | Added |
| TAGStone Capital, Inc. | 9,757 | $3.24M | 1.28% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9,776 | $3.25M | 1.84% | −70−0.7% | Reduced |
| Knuff & Co LLC | 9,844 | $3.27M | 0.95% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 9,845 | $3.27M | 0.74% | +50+0.5% | Added |
| Dynasty Wealth Management, LLC | 9,857 | $3.27M | 0.04% | +4,104+71.3% | Added |
| Doheny Asset Management | 9,861 | $3.27M | 2.08% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 9,878 | $3.28M | 0.11% | +2,431+32.6% | Added |
| Insigneo Advisory Services, LLC | 9,905 | $3.29M | 0.23% | +496+5.3% | Added |
| Intrinsic Value Partners, LLC | 9,942 | $3.30M | 2.67% | −73−0.7% | Reduced |
| Xcel Wealth Management, LLC | 9,943 | $3.30M | 0.86% | −130−1.3% | Reduced |
| Moors & Cabot, Inc. | 9,943 | $3.30M | 0.14% | +395+4.1% | Added |
| Cannon Advisors, Inc. | 9,308 | $3.30M | 2.22% | +2,091+29.0% | Added |
| Union Heritage Capital, LLC | 9,968 | $3.31M | 1.07% | 00.0% | Unchanged |
| Galilei Investment Office LLP | 9,974 | $3.31M | 1.59% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 9,990 | $3.32M | 0.97% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 10,012 | $3.33M | 1.54% | 00.0% | Unchanged |
| Western Financial Corp | 10,026 | $3.33M | 1.45% | +2,450+32.3% | Added |
| Americana Partners, LLC | 10,046 | $3.34M | 0.10% | +1,930+23.8% | Added |
| Ingalls & Snyder LLC | 10,093 | $3.35M | 0.11% | −100−1.0% | Reduced |
| SOL Capital Management CO | 10,090 | $3.35M | 0.30% | −20−0.2% | Reduced |
| DRW Securities, LLC | 10,102 | $3.35M | 0.17% | +4,960+96.5% | Added |
| Osborne Partners Capital Management, LLC | 10,125 | $3.36M | 0.17% | +2,360+30.4% | Added |
| Empower Advisory Group, LLC | 10,156 | $3.37M | 0.01% | +126+1.3% | Added |
| L & S Advisors Inc | 10,172 | $3.38M | 0.32% | −11,940−54.0% | Reduced |
| Moneta Group Investment Advisors LLC | 10,184 | $3.38M | 0.03% | +35+0.3% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 10,200 | $3.39M | 0.08% | 00.0% | Unchanged |
| Bank Ozk | 10,215 | $3.39M | 1.20% | +885+9.5% | Added |
| Carl P. Sherr & Co., LLC | 10,241 | $3.40M | 1.61% | −15−0.1% | Reduced |
| HBK Sorce Advisory LLC | 10,296 | $3.40M | 0.09% | −80−0.8% | Reduced |
| Webster Bank, N. A. | 10,288 | $3.42M | 0.33% | +135+1.3% | Added |
| Argent Advisors, Inc. | 10,300 | $3.42M | 1.01% | +723+7.5% | Added |
| Peak Financial Advisors LLC | 10,327 | $3.43M | 1.65% | −58−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 10,352 | $3.44M | 0.12% | −233−2.2% | Reduced |
| Mission Wealth Management, LP | 10,359 | $3.44M | 0.07% | +44+0.4% | Added |
| Peoples Financial Services Corp. | 10,373 | $3.45M | 1.56% | +494+5.0% | Added |
| MUFG Securities EMEA plc | 10,389 | $3.45M | 0.09% | +8,754+535.4% | Added |
| IHT Wealth Management, LLC | 10,424 | $3.46M | 0.09% | +62+0.6% | Added |
| Connable Office Inc | 10,463 | $3.48M | 0.32% | +13+0.1% | Added |
| Smithfield Trust Co | 10,493 | $3.48M | 0.16% | −279−2.6% | Reduced |
| QV Investors Inc. | 10,500 | $3.49M | 0.30% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,531 | $3.50M | 0.08% | +788+8.1% | Added |
| Sigma Planning Corp | 10,534 | $3.50M | 0.10% | +17+0.2% | Added |
| Puzo Michael J | 10,568 | $3.51M | 0.96% | +2,799+36.0% | Added |
| Penn Davis McFarland Inc | 10,580 | $3.51M | 0.36% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 10,603 | $3.52M | 0.25% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,604 | $3.52M | 0.14% | −1,148−9.8% | Reduced |
| Ostrum Asset Management | 10,741 | $3.57M | 0.16% | −891−7.7% | Reduced |
| Parkside Financial Bank & Trust | 10,753 | $3.57M | 0.28% | +483+4.7% | Added |
| Ahl Investment Management, Inc. | 10,755 | $3.57M | 2.44% | −360−3.2% | Reduced |
| Venturi Wealth Management, LLC | 10,756 | $3.57M | 0.17% | −257−2.3% | Reduced |
| Arista Wealth Management, LLC | 10,837 | $3.60M | 0.45% | +651+6.4% | Added |
| Evoke Wealth, LLC | 10,836 | $3.60M | 0.08% | +1,018+10.4% | Added |
| Texas Bank & Trust Co | 10,873 | $3.61M | 1.37% | −91−0.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 10,911 | $3.62M | 1.05% | −309−2.8% | Reduced |
| KCM Investment Advisors LLC | 10,946 | $3.64M | 0.12% | −232−2.1% | Reduced |
| St. Johns Investment Management Company, LLC | 10,957 | $3.64M | 1.55% | +164+1.5% | Added |
| Fruth Investment Management | 10,980 | $3.65M | 0.99% | −230−2.1% | Reduced |
| Gifford Fong Associates | 11,000 | $3.65M | 0.77% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 11,054 | $3.67M | 0.02% | −207−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 11,111 | $3.69M | 0.10% | −3,346−23.1% | Reduced |
| Vestcor Inc | 11,121 | $3.69M | 0.11% | −255−2.2% | Reduced |
| Cullen Investment Group, Ltd. | 11,198 | $3.70M | 0.49% | −75−0.7% | Reduced |
| Asio Capital, LLC | 11,181 | $3.71M | 0.56% | +720+6.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,185 | $3.72M | 2.13% | −60−0.5% | Reduced |
| G&S Capital LLC | 11,244 | $3.73M | 1.38% | −141−1.2% | Reduced |
| Accuvest Global Advisors | 11,320 | $3.76M | 2.34% | +10,434+1,177.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,386 | $3.78M | 0.08% | −28−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 11,391 | $3.78M | 0.19% | −50−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 11,408 | $3.79M | 0.13% | +4,730+70.8% | Added |
| Jacobi Capital Management LLC | 11,414 | $3.79M | 0.23% | −1,013−8.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,502 | $3.79M | 0.61% | −115−1.1% | Reduced |
| Game Plan Financial Advisors, LLC | 11,416 | $3.79M | 1.57% | −463−3.9% | Reduced |
| Bull Street Advisors, LLC | 11,430 | $3.80M | 1.77% | 00.0% | Unchanged |
| Family Capital Trust Co | 11,447 | $3.80M | 1.27% | −25,233−68.8% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.83M | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,608 | $3.86M | 0.39% | −20,868−64.3% | Reduced |
| SCS Capital Management LLC | 11,668 | $3.88M | 0.04% | −358−3.0% | Reduced |
| Quantessence Capital LLC | 11,698 | $3.89M | 1.23% | +11,698 | New |
| Great Lakes Retirement, Inc. | 11,728 | $3.90M | 0.43% | +539+4.8% | Added |
| Plimoth Trust Co LLC | 11,742 | $3.90M | 0.88% | +347+3.0% | Added |
| Trust Co of Toledo NA | 11,761 | $3.91M | 0.39% | −25−0.2% | Reduced |
| Profund Advisors LLC | 11,808 | $3.92M | 0.13% | −26−0.2% | Reduced |