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; 3,021 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 | 3,021 | $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 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Columbia Asset Management | 11,857 | $3.94M | 0.74% | −11−0.1% | Reduced |
| Vinva Investment Management Ltd | 11,535 | $3.95M | 0.08% | −2,924−20.2% | Reduced |
| Catalytic Wealth RIA, LLC | 11,907 | $3.96M | 0.13% | +6,537+121.7% | Added |
| Harbor Capital Advisors, Inc. | 11,912 | $3.96M | 0.31% | +205+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 11,914 | $3.96M | 0.08% | −337−2.8% | Reduced |
| Canandaigua National Bank & Trust Co | 11,922 | $3.96M | 0.35% | −12−0.1% | Reduced |
| Sargent Investment Group, LLC | 11,956 | $3.97M | 0.57% | +403+3.5% | Added |
| Infusive Asset Management Inc. | 11,969 | $3.98M | 1.82% | −522−4.2% | Reduced |
| Insight Inv LLC | 11,974 | $3.98M | 2.34% | +163+1.4% | Added |
| Diversify Advisory Services, LLC | 11,018 | $3.98M | 0.13% | +1,017+10.2% | Added |
| Independent Investors Inc | 12,000 | $3.99M | 0.77% | 00.0% | Unchanged |
| RFG Advisory, LLC | 12,002 | $3.99M | 0.08% | −422−3.4% | Reduced |
| Global Retirement Partners, LLC | 12,002 | $3.99M | 0.09% | +1,029+9.4% | Added |
| Salvus Wealth Management, LLC | 12,018 | $3.99M | 2.23% | −4,352−26.6% | Reduced |
| Wedmont Private Capital | 12,185 | $4.00M | 0.15% | +145+1.2% | Added |
| West Oak Capital, LLC | 12,077 | $4.01M | 1.60% | −985−7.5% | Reduced |
| Hilltop Holdings Inc. | 12,133 | $4.03M | 0.21% | +7,735+175.9% | Added |
| Independent Financial Group, LLC | 12,158 | $4.04M | 0.10% | +337+2.9% | Added |
| Integrated Advisors Network LLC | 12,250 | $4.07M | 0.17% | −229−1.8% | Reduced |
| Marsico Capital Management LLC | 12,251 | $4.07M | 0.10% | +4,599+60.1% | Added |
| Moody National Bank Trust Division | 12,257 | $4.07M | 0.34% | +875+7.7% | Added |
| Banyan Capital Management, Inc. | 12,331 | $4.10M | 1.86% | −1,099−8.2% | Reduced |
| Horizon Investment Services, LLC | 12,378 | $4.11M | 1.55% | −632−4.9% | Reduced |
| Farther Finance Advisors, LLC | 12,403 | $4.12M | 0.06% | +1,495+13.7% | Added |
| Karani Asset Management LLC | 12,406 | $4.12M | 3.52% | −5,921−32.3% | Reduced |
| Central Pacific Bank - Trust Division | 12,520 | $4.16M | 0.50% | −9−0.1% | Reduced |
| Wesbanco Bank Inc | 12,533 | $4.16M | 0.12% | −25−0.2% | Reduced |
| Midwest Professional Planners, LTD. | 12,555 | $4.17M | 1.02% | +22+0.2% | Added |
| Teachers Insurance & Annuity Association of America | 12,617 | $4.19M | 5.00% | −194−1.5% | Reduced |
| Constitution Capital LLC | 12,630 | $4.20M | 1.96% | +255+2.1% | Added |
| Brighton Jones LLC | 12,651 | $4.20M | 0.10% | +954+8.2% | Added |
| Investment Advisory Services Inc | 12,655 | $4.20M | 1.32% | −243−1.9% | Reduced |
| Stenger Family Office, LLC | 11,713 | $4.24M | 0.89% | +1,712+17.1% | Added |
| Invesco, LLC | 12,768 | $4.24M | 1.43% | −60.0% | Reduced |
| BLB&B Advisors, LLC | 12,803 | $4.25M | 0.18% | −25−0.2% | Reduced |
| Strata Wealth Advisors, LLC | 12,843 | $4.27M | 1.13% | −12−0.1% | Reduced |
| BDF-Gestion | 12,892 | $4.28M | 0.51% | −2,682−17.2% | Reduced |
| Smith, Salley & Associates | 12,947 | $4.30M | 0.22% | −224−1.7% | Reduced |
| Conscious Wealth Investments, LLC | 11,962 | $4.31M | 2.56% | −128−1.1% | Reduced |
| Ritholtz Wealth Management | 13,000 | $4.32M | 0.08% | +1,144+9.6% | Added |
| Sound View Wealth Advisors Group, LLC | 13,013 | $4.32M | 0.30% | −144−1.1% | Reduced |
| Greenfield Savings Bank | 13,018 | $4.32M | 1.82% | −98−0.7% | Reduced |
| Jump Financial, LLC | 13,044 | $4.33M | 0.05% | +13,044 | New |
| Boston Family Office LLC | 13,105 | $4.35M | 0.28% | −25−0.2% | Reduced |
| Banque Pictet & Cie SA | 13,113 | $4.36M | 0.04% | −1,543−10.5% | Reduced |
| Compass Wealth Management LLC | 13,135 | $4.36M | 0.97% | −434−3.2% | Reduced |
| Fiduciary Alliance LLC | 13,163 | $4.37M | 0.29% | −351−2.6% | Reduced |
| Buckhead Capital Management LLC | 13,271 | $4.41M | 1.60% | +114+0.9% | Added |
| Grandfield & Dodd, LLC | 13,310 | $4.42M | 0.25% | +40+0.3% | Added |
| Zhang Financial LLC | 13,359 | $4.44M | 0.18% | +1,126+9.2% | Added |
| Parallel Advisors, LLC | 13,361 | $4.44M | 0.08% | +424+3.3% | Added |
| Diversify Wealth Management, LLC | 12,328 | $4.46M | 0.26% | +545+4.6% | Added |
| Fifth Third Wealth Advisors LLC | 13,447 | $4.47M | 0.16% | −263−1.9% | Reduced |
| Bryn Mawr Trust Co | 13,474 | $4.48M | 0.11% | −13,936−50.8% | Reduced |
| Change Path, LLC | 13,475 | $4.48M | 0.11% | −521−3.7% | Reduced |
| Birmingham Capital Management Co Inc | 13,500 | $4.48M | 2.06% | −200−1.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,632 | $4.53M | 0.05% | −20.0% | Reduced |
| Ascent Group, LLC | 13,709 | $4.55M | 0.16% | +4,176+43.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 13,747 | $4.57M | 0.45% | −232−1.7% | Reduced |
| Joel Isaacson & Co., LLC | 13,774 | $4.58M | 0.17% | +2,047+17.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 13,775 | $4.58M | 0.60% | +12,750+1,243.9% | Added |
| GAMMA Investing LLC | 13,788 | $4.58M | 0.25% | +3,881+39.2% | Added |
| Arete Wealth Advisors, LLC | 13,788 | $4.58M | 0.29% | +5,053+57.8% | Added |
| TD Private Client Wealth LLC | 13,807 | $4.59M | 0.10% | −283−2.0% | Reduced |
| Goelzer Investment Management, Inc. | 13,831 | $4.59M | 0.24% | −183−1.3% | Reduced |
| Chicago Capital, LLC | 13,898 | $4.62M | 0.11% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 13,960 | $4.64M | 2.38% | 00.0% | Unchanged |
| Haverford Trust Co | 13,976 | $4.64M | 0.04% | −466−3.2% | Reduced |
| Flputnam Investment Management Co | 14,061 | $4.67M | 0.07% | +7,264+106.9% | Added |
| Hartline Investment Corp | 14,106 | $4.69M | 0.49% | +101+0.7% | Added |
| Evercore Wealth Management, LLC | 14,141 | $4.70M | 0.07% | +549+4.0% | Added |
| TCTC Holdings, LLC | 14,168 | $4.71M | 0.14% | −15−0.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 14,252 | $4.73M | 0.79% | +1,746+14.0% | Added |
| Mathes Company, Inc. | 14,438 | $4.80M | 1.72% | −70−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,454 | $4.80M | 0.32% | −620−4.1% | Reduced |
| Aviance Capital Partners, LLC | 14,538 | $4.83M | 0.57% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 14,637 | $4.86M | 0.31% | +2,371+19.3% | Added |
| Nemes Rush Group LLC | 14,651 | $4.87M | 0.48% | −849−5.5% | Reduced |
| CoreCap Advisors, LLC | 14,682 | $4.88M | 0.18% | +1,876+14.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,702 | $4.88M | 0.10% | −2,742−15.7% | Reduced |
| Frank, Rimerman Advisors LLC | 14,708 | $4.89M | 0.31% | −11−0.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 14,751 | $4.90M | 1.60% | +90+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 14,800 | $4.92M | 0.34% | −402−2.6% | Reduced |
| Stone Point Wealth LLC | 14,808 | $4.92M | 1.39% | −1,003−6.3% | Reduced |
| Amica Mutual Insurance Co | 14,825 | $4.92M | 0.45% | −2,071−12.3% | Reduced |
| Wynn Capital, LLC | 14,835 | $4.93M | 2.39% | +60+0.4% | Added |
| Benedict Financial Advisors Inc | 14,846 | $4.93M | 1.07% | +82+0.6% | Added |
| Dakota Wealth Management | 14,898 | $4.95M | 0.10% | −1,081−6.8% | Reduced |
| Journey Advisory Group, LLC | 14,909 | $4.95M | 0.37% | +914+6.5% | Added |
| Capstone Investment Advisors, LLC | 14,952 | $4.97M | 0.04% | −6,371−29.9% | Reduced |
| Oddo BHF Asset Management SAS | 15,017 | $4.99M | 0.19% | −1,567−9.4% | Reduced |
| Kerusso Capital Management LLC | 15,017 | $4.99M | 3.07% | −910−5.7% | Reduced |
| Empire Financial Management Company, LLC | 15,034 | $4.99M | 1.14% | +9+0.1% | Added |
| Coastal Bridge Advisors, LLC | 15,043 | $5.00M | 0.38% | −19−0.1% | Reduced |
| Catalyst Capital Advisors LLC | 15,094 | $5.01M | 0.10% | −743−4.7% | Reduced |
| BKD Wealth Advisors, LLC | 15,109 | $5.02M | 0.10% | +42+0.3% | Added |
| 2Xideas AG | 15,160 | $5.04M | 1.06% | −3,165−17.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 15,175 | $5.04M | 1.12% | +461+3.1% | Added |
| Sumitomo Life Insurance Co | 15,216 | $5.05M | 0.16% | −323−2.1% | Reduced |
| Covenant Asset Management, LLC | 15,268 | $5.07M | 0.96% | +462+3.1% | Added |