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
- 1,044 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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | 101 | $33.5K | 0.01% | +101 | New |
| CBIZ Investment Advisory Services, LLC | 103 | $34.2K | 0.00% | −19−15.6% | Reduced |
| Granite FO LLC | 104 | $34.5K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $34.9K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 108 | $35.9K | 0.15% | −610−85.0% | Reduced |
| American Capital Advisory, LLC | 113 | $37.4K | 0.02% | −3−2.6% | Reduced |
| Howard Hughes Medical Institute | 117 | $38.9K | 0.02% | −2−1.7% | Reduced |
| Solstein Capital, LLC | 121 | $40.2K | 0.02% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 125 | $41.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 125 | $41.5K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 128 | $42.5K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 130 | $43.0K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 130 | $43.2K | 0.03% | +130 | New |
| Meeder Asset Management Inc | 130 | $43.2K | 0.00% | −235−64.4% | Reduced |
| WFA Asset Management Corp | 162 | $43.9K | 0.02% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 134 | $44.5K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 135 | $44.8K | 0.00% | +45+50.0% | Added |
| 1 North Wealth Services LLC | 138 | $45.8K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 140 | $46.4K | 0.03% | +11+8.5% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $46.5K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 127 | $46.5K | 0.01% | +9+7.6% | Added |
| Loomis Sayles & Co L P | 142 | $47.2K | 0.00% | +2+1.4% | Added |
| Roxbury Financial LLC | 143 | $47.6K | 0.04% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 150 | $49.8K | 0.03% | +150 | New |
| Main Street Group, LTD | 150 | $50.0K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 151 | $50.2K | 0.04% | +36+31.3% | Added |
| GoalVest Advisory LLC | 153 | $50.8K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 150 | $51.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 157 | $52.1K | 0.01% | +1+0.6% | Added |
| Tradewinds Capital Management, LLC | 158 | $52.5K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 165 | $54.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 167 | $55.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 169 | $56.1K | 0.07% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 173 | $57.5K | 0.01% | +5+3.0% | Added |
| Financial Network Wealth Advisors LLC | 173 | $57.5K | 0.06% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 163 | $58.2K | 0.02% | −3−1.8% | Reduced |
| Financial Management Professionals, Inc. | 178 | $59.1K | 0.01% | −2−1.1% | Reduced |
| Dunhill Financial, LLC | 179 | $59.3K | 0.02% | +1+0.6% | Added |
| Robinswood Financial LLC | 182 | $60.5K | 0.02% | 00.0% | Unchanged |
| Kilter Group LLC | 183 | $60.8K | 0.03% | +15+8.9% | Added |
| WFA of San Diego, LLC | 192 | $63.8K | 0.04% | −96−33.3% | Reduced |
| Raffa Wealth Management, LLC | 196 | $65.3K | 0.01% | −59−23.1% | Reduced |
| Chelsea Counsel Co | 200 | $66.4K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 200 | $66.4K | 0.02% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 200 | $66.4K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 200 | $66.6K | 0.02% | +33+19.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 203 | $67.4K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 208 | $69.1K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 211 | $70.0K | 0.03% | +6+2.9% | Added |
| JNBA Financial Advisors | 214 | $71.1K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 220 | $73.1K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 224 | $74.4K | 0.04% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 226 | $75.1K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 231 | $76.9K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 234 | $77.0K | 0.02% | +3+1.3% | Added |
| Sachetta, LLC | 236 | $78.3K | 0.03% | +9+4.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 241 | $80.3K | 0.03% | +11+4.8% | Added |
| FSA Wealth Management LLC | 243 | $80.7K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $83.0K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 251 | $83.4K | 0.06% | −3−1.2% | Reduced |
| Avalon Trust Co | 253 | $84.0K | 0.01% | +14+5.9% | Added |
| Accredited Wealth Management, LLC | 106 | $85.9K | 0.07% | −152−58.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 262 | $87.0K | 0.01% | +259+8,633.3% | Added |
| Wiser Advisor Group LLC | 265 | $88.0K | 0.11% | +265 | New |
| Quest 10 Wealth Builders, Inc. | 269 | $89.3K | 0.08% | −84−23.8% | Reduced |
| Vermillion Wealth Management, Inc. | 269 | $89.3K | 0.02% | +1+0.4% | Added |
| Rossby Financial, LCC | 273 | $89.7K | 0.03% | −1−0.4% | Reduced |
| Private Wealth Management Group, LLC | 284 | $94.3K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 288 | $95.7K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 289 | $96.0K | 0.01% | +241+502.1% | Added |
| Tacita Capital Inc | 290 | $96.3K | 0.06% | 00.0% | Unchanged |
| Graney & King, LLC | 293 | $97.2K | 0.07% | +1+0.3% | Added |
| Pinnacle Bancorp, Inc. | 294 | $97.7K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 296 | $98.4K | 0.01% | +47+18.9% | Added |
| Covestor Ltd | 300 | $100.0K | 0.06% | +10+3.4% | Added |
| Old Point Trust & Financial Services N A | 302 | $100.3K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 302 | $100.3K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 312 | $103.6K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 313 | $104.0K | 0.11% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 308 | $104.6K | 0.08% | +28+10.0% | Added |
| Boreal Capital Management LLC | 316 | $105.0K | 0.08% | +67+26.9% | Added |
| Pacific Center for Financial Services | 331 | $109.9K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 334 | $110.9K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 337 | $111.9K | 0.07% | +115+51.8% | Added |
| Gables Capital Management Inc. | 340 | $112.9K | 0.05% | 00.0% | Unchanged |
| Gleason Group, Inc. | 343 | $113.8K | 0.01% | +1+0.3% | Added |
| High Note Wealth, LLC | 344 | $114.3K | 0.02% | +2+0.6% | Added |
| Creative Financial Designs Inc | 351 | $116.8K | 0.01% | +2+0.6% | Added |
| Ironwood Wealth Management, Inc. | 377 | $119.2K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 359 | $119.2K | 0.04% | +11+3.2% | Added |
| Tobam | 361 | $120.0K | 0.04% | −301−45.5% | Reduced |
| Hollencrest Capital Management | 364 | $121.1K | 0.00% | −3−0.8% | Reduced |
| Kerr Financial Planning Corp | 344 | $121.8K | 0.17% | +344 | New |
| Bernard Wealth Management Corp. | 367 | $121.9K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 383 | $127.0K | 0.00% | +14+3.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 394 | $130.8K | 0.03% | +15+4.0% | Added |
| Field & Main Bank | 400 | $132.9K | 0.04% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 405 | $134.5K | 0.03% | +405 | New |
| Bell Investment Advisors, Inc | 405 | $134.5K | 0.02% | +10+2.5% | Added |
| Birchbrook, Inc. | 410 | $136.2K | 0.07% | 00.0% | Unchanged |