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 |
|---|---|---|---|---|---|
| Plato Investment Management Ltd | 21,799 | $7.19M | 0.49% | −17−0.1% | Reduced |
| NorthRock Partners, LLC | 21,673 | $7.20M | 0.13% | +3,467+19.0% | Added |
| F/M Investments LLC | 21,803 | $7.24M | 0.28% | −302−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 21,814 | $7.25M | 0.40% | −762−3.4% | Reduced |
| Park Avenue Securities LLC | 21,862 | $7.26M | 0.06% | −1,110−4.8% | Reduced |
| Boston Common Asset Management, LLC | 21,888 | $7.27M | 0.20% | −7,376−25.2% | Reduced |
| Umb Bank N A | 21,898 | $7.27M | 0.11% | +57+0.3% | Added |
| LGT Group Foundation | 22,177 | $7.29M | 0.08% | +130+0.6% | Added |
| Banque Cantonale Vaudoise | 22,030 | $7.32M | 0.27% | −2,025−8.4% | Reduced |
| Family Management Corp | 22,188 | $7.37M | 1.02% | −20.0% | Reduced |
| Steel Peak Wealth Management LLC | 22,215 | $7.38M | 0.25% | +19,153+625.5% | Added |
| Wisconsin Capital Management LLC | 22,246 | $7.39M | 3.77% | −1,102−4.7% | Reduced |
| Community Financial Services Group, LLC | 22,248 | $7.39M | 1.35% | −595−2.6% | Reduced |
| Omers Administration Corp | 22,300 | $7.41M | 0.05% | −500−2.2% | Reduced |
| Chicago Trust Co NA | 22,301 | $7.41M | 1.03% | +271+1.2% | Added |
| Callan Family Office, LLC | 22,339 | $7.42M | 0.24% | −1,095−4.7% | Reduced |
| AlTi Global, Inc. | 22,357 | $7.43M | 0.17% | −5,068−18.5% | Reduced |
| Bailard, Inc. | 22,396 | $7.44M | 0.16% | −1,537−6.4% | Reduced |
| Guggenheim Capital LLC | 22,473 | $7.46M | 0.06% | −827−3.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,500 | $7.47M | 0.64% | 00.0% | Unchanged |
| First Interstate Bank | 22,590 | $7.50M | 0.41% | −589−2.5% | Reduced |
| Verdence Capital Advisors LLC | 20,756 | $7.51M | 0.43% | −99−0.5% | Reduced |
| Sandhill Capital Partners LLC | 22,682 | $7.53M | 0.53% | −31−0.1% | Reduced |
| Vise Technologies, Inc. | 22,786 | $7.57M | 0.28% | −2,547−10.1% | Reduced |
| Naples Global Advisors, LLC | 22,868 | $7.60M | 0.59% | −387−1.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 22,871 | $7.60M | 1.52% | +230+1.0% | Added |
| Wedbush Securities Inc | 22,954 | $7.63M | 0.25% | +886+4.0% | Added |
| RBF Capital, LLC | 23,000 | $7.64M | 0.35% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 23,004 | $7.64M | 0.90% | −81−0.4% | Reduced |
| Bretton Capital Management, LLC | 23,100 | $7.67M | 6.47% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 23,128 | $7.68M | 0.11% | +1,077+4.9% | Added |
| Horizon Investments, LLC | 23,272 | $7.71M | 0.10% | +4,782+25.9% | Added |
| Heritage Trust Co | 23,243 | $7.72M | 0.82% | −821−3.4% | Reduced |
| J. Goldman & Co LP | 23,327 | $7.75M | 0.29% | +23,327 | New |
| Adalta Capital Management LLC | 23,400 | $7.77M | 3.53% | −45−0.2% | Reduced |
| Brevan Howard Capital Management LP | 23,416 | $7.78M | 0.11% | +1,623+7.4% | Added |
| Freestone Capital Holdings, LLC | 23,461 | $7.79M | 0.24% | +336+1.5% | Added |
| CAPROCK Group, Inc. | 23,531 | $7.80M | 0.19% | +23,531 | New |
| Arcadia Investment Management Corp | 23,509 | $7.81M | 1.20% | −185−0.8% | Reduced |
| Bessemer Group Inc | 23,643 | $7.85M | 0.01% | −8,517−26.5% | Reduced |
| Asset Dedication, LLC | 23,754 | $7.89M | 0.53% | −1,127−4.5% | Reduced |
| Trust Co of Vermont | 23,786 | $7.90M | 0.34% | +282+1.2% | Added |
| E. Ohman J:or Asset Management AB | 23,796 | $7.90M | 0.19% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 23,830 | $7.92M | 0.10% | −8,544−26.4% | Reduced |
| Hendershot Investments Inc. | 23,919 | $7.94M | 1.00% | −110−0.5% | Reduced |
| Wetherby Asset Management Inc | 23,919 | $7.94M | 0.32% | +386+1.6% | Added |
| Kingsview Wealth Management, LLC | 23,974 | $7.96M | 0.12% | −443−1.8% | Reduced |
| RSM US Wealth Management LLC | 23,989 | $7.97M | 0.10% | +1,026+4.5% | Added |
| Summit Trail Advisors, LLC | 24,045 | $7.99M | 0.11% | −627−2.5% | Reduced |
| Commerzbank Aktiengesellschaft | 24,228 | $8.05M | 0.17% | −814−3.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 24,398 | $8.10M | 2.99% | +20,512+527.8% | Added |
| Arvest Bank Trust Division | 24,415 | $8.11M | 0.45% | +105+0.4% | Added |
| Roundview Capital LLC | 24,631 | $8.18M | 0.52% | −41−0.2% | Reduced |
| Venture Visionary Partners LLC | 24,780 | $8.23M | 0.28% | +354+1.4% | Added |
| Silvant Capital Management LLC | 24,816 | $8.24M | 0.29% | +1,513+6.5% | Added |
| Trajan Wealth LLC | 24,901 | $8.27M | 0.36% | +5,881+30.9% | Added |
| New Mexico Educational Retirement Board | 24,963 | $8.29M | 0.26% | −1,000−3.9% | Reduced |
| Mirae Asset Securities (USA) Inc. | 25,061 | $8.32M | 0.37% | −75,196−75.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 25,149 | $8.35M | 1.81% | −280−1.1% | Reduced |
| AMG National Trust Bank | 25,216 | $8.38M | 0.20% | +14+0.1% | Added |
| Banco Santander, S.A. | 25,323 | $8.41M | 0.07% | +5,428+27.3% | Added |
| Chatham Capital Group, Inc. | 25,334 | $8.41M | 1.21% | −830−3.2% | Reduced |
| Nearwater Capital Markets, Ltd | 25,500 | $8.47M | 0.11% | −50,000−66.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 25,514 | $8.47M | 0.64% | +789+3.2% | Added |
| Central Trust Co | 25,686 | $8.53M | 0.18% | −314−1.2% | Reduced |
| Mirabaud Asset Management Ltd | 25,014 | $8.56M | 4.15% | −2,350−8.6% | Reduced |
| Savant Capital, LLC | 26,043 | $8.65M | 0.05% | +810+3.2% | Added |
| Securian Asset Management, Inc | 26,214 | $8.71M | 0.23% | −2,724−9.4% | Reduced |
| Foster Group, Inc. | 26,265 | $8.72M | 0.27% | +55+0.2% | Added |
| Reliant Investment Management, LLC | 26,434 | $8.78M | 3.33% | +245+0.9% | Added |
| Coastline Trust Co | 26,467 | $8.79M | 0.94% | −187−0.7% | Reduced |
| New Age Alpha Advisors, LLC | 26,759 | $8.89M | 0.37% | −317−1.2% | Reduced |
| Bokf, NA | 26,879 | $8.93M | 0.13% | +660+2.5% | Added |
| J.W. Cole Advisors, Inc. | 26,894 | $8.93M | 0.17% | +186+0.7% | Added |
| D. E. Shaw & Co., Inc. | 27,024 | $8.98M | 0.01% | −189,113−87.5% | Reduced |
| Guardian Partners Inc. | 27,468 | $9.02M | 0.76% | −330−1.2% | Reduced |
| Maryland State Retirement & Pension System | 27,369 | $9.09M | 0.19% | +673+2.5% | Added |
| Genus Capital Management Inc. | 27,431 | $9.11M | 1.06% | −6,115−18.2% | Reduced |
| Qube Research & Technologies Ltd | 27,455 | $9.12M | 0.01% | +20,498+294.6% | Added |
| McMahon Financial Advisors, LLC | 27,568 | $9.16M | 2.00% | +1,161+4.4% | Added |
| L1 Capital International Pty Ltd | 27,585 | $9.16M | 1.91% | −13,008−32.0% | Reduced |
| Boyd Watterson Asset Management LLC | 27,615 | $9.17M | 2.73% | −262−0.9% | Reduced |
| Thames Capital Management LLC | 27,784 | $9.23M | 1.33% | −13,792−33.2% | Reduced |
| Bearing Point Capital, LLC | 27,894 | $9.27M | 1.59% | −52−0.2% | Reduced |
| Headinvest, LLC | 28,141 | $9.35M | 1.93% | −938−3.2% | Reduced |
| Synovus Financial Corp | 28,138 | $9.35M | 0.11% | +119+0.4% | Added |
| Ceera Investments, LLC | 28,159 | $9.35M | 2.92% | −1,607−5.4% | Reduced |
| HRT Financial LP | 28,245 | $9.38M | 0.03% | +28,245 | New |
| Lombard Odier Asset Management (Switzerland) SA | 28,279 | $9.39M | 0.44% | −14,364−33.7% | Reduced |
| Gulf International Bank (UK) Ltd | 28,423 | $9.44M | 0.31% | −484−1.7% | Reduced |
| 1st Source Bank | 28,467 | $9.46M | 0.50% | −706−2.4% | Reduced |
| Louisiana State Employees Retirement System | 28,500 | $9.47M | 0.16% | −700−2.4% | Reduced |
| NewEdge Wealth, LLC | 25,939 | $9.49M | 0.14% | +1,188+4.8% | Added |
| Independent Advisor Alliance | 28,642 | $9.51M | 0.25% | −6,361−18.2% | Reduced |
| Rakuten Investment Management, Inc. | 87,149 | $9.57M | 0.04% | +87,149 | New |
| Strategic Wealth Partners, Ltd. | 29,239 | $9.71M | 0.73% | +19,569+202.4% | Added |
| Investment Management Corp of Ontario | 29,253 | $9.72M | 0.15% | +8,272+39.4% | Added |
| Pavion Blue Capital, LLC | 29,342 | $9.75M | 4.15% | −209−0.7% | Reduced |
| Old National Bancorp | 29,405 | $9.77M | 0.17% | +15+0.1% | Added |
| Jane Street Group, LLC | 29,608 | $9.83M | 0.01% | −28,952−49.4% | Reduced |