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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 43,184 | $14.3M | 0.19% | +1,651+4.0% | Added |
| Hudson Valley Investment Advisors Inc | 44,217 | $14.7M | 1.53% | −1,432−3.1% | Reduced |
| Shelton Capital Management | 44,487 | $14.8M | 0.32% | +4,283+10.7% | Added |
| Eagle Rock Investment Company, LLC | 44,548 | $14.8M | 2.21% | −1,124−2.5% | Reduced |
| Stonegate Investment Group, LLC | 44,954 | $14.9M | 0.35% | +13,215+41.6% | Added |
| Teamwork Financial Advisors, LLC | 45,115 | $15.0M | 1.63% | +30,698+212.9% | Added |
| Balyasny Asset Management LLC | 45,277 | $15.0M | 0.03% | +45,277 | New |
| Modern Wealth Management, LLC | 45,591 | $15.1M | 0.30% | +40,264+755.8% | Added |
| Greystone Financial Group, LLC | 46,077 | $15.3M | 2.37% | −1,087−2.3% | Reduced |
| Abn Amro Investment Solutions | 46,099 | $15.3M | 0.31% | −25,885−36.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 46,422 | $15.4M | 1.00% | −418−0.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $15.6M | 0.12% | 00.0% | Unchanged |
| Strategic Wealth Designers | 47,133 | $15.7M | 1.32% | +43,776+1,304.0% | Added |
| Choate Investment Advisors | 47,194 | $15.7M | 0.32% | −104−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 47,223 | $15.7M | 0.90% | −1,794−3.7% | Reduced |
| Pacer Advisors, Inc. | 47,251 | $15.7M | 0.04% | −6,806−12.6% | Reduced |
| Fishman Jay A Ltd | 47,266 | $15.7M | 1.35% | −311−0.7% | Reduced |
| Thomasville National Bank | 47,268 | $15.7M | 0.99% | +262+0.6% | Added |
| Clearstead Advisors, LLC | 47,418 | $15.8M | 0.23% | +352+0.7% | Added |
| Cullinan Associates Inc | 47,613 | $15.8M | 1.03% | −7,192−13.1% | Reduced |
| Rice Partnership, LLC | 47,697 | $15.8M | 2.25% | −976−2.0% | Reduced |
| Sky Investment Group LLC | 47,877 | $15.9M | 2.67% | −228−0.5% | Reduced |
| Private Advisor Group, LLC | 48,406 | $16.1M | 0.08% | −2,979−5.8% | Reduced |
| Perennial Advisors, LLC | 48,414 | $16.1M | 2.79% | −80−0.2% | Reduced |
| Argent Trust Co | 48,596 | $16.1M | 0.57% | −521−1.1% | Reduced |
| Virginia Retirement Systems Et Al | 48,700 | $16.2M | 0.10% | 00.0% | Unchanged |
| Stanley Capital Management, LLC | 48,830 | $16.2M | 2.67% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 49,028 | $16.3M | 0.07% | +444+0.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 49,337 | $16.4M | 0.47% | −1,084−2.1% | Reduced |
| Atria Investments LLC | 49,795 | $16.5M | 0.19% | +862+1.8% | Added |
| Mirova | 50,012 | $16.6M | 2.35% | +506+1.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 50,243 | $16.7M | 2.60% | −16,344−24.5% | Reduced |
| Eventide Asset Management, LLC | 49,745 | $16.7M | 0.28% | +9,035+22.2% | Added |
| Capital International Inc | 50,828 | $16.9M | 0.14% | +11,260+28.5% | Added |
| Chemistry Wealth Management LLC | 51,629 | $17.1M | 3.31% | −291−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 51,810 | $17.2M | 1.24% | +9,765+23.2% | Added |
| Carret Asset Management, LLC | 52,956 | $17.6M | 1.71% | +33+0.1% | Added |
| Illinois Municipal Retirement Fund | 53,446 | $17.8M | 0.23% | +5,463+11.4% | Added |
| Matthew Goff Investment Advisor, LLC | 53,803 | $17.9M | 3.05% | −105−0.2% | Reduced |
| Willis Investment Counsel | 53,817 | $17.9M | 0.98% | −471−0.9% | Reduced |
| Tocqueville Asset Management L.P. | 54,079 | $18.0M | 0.26% | −65−0.1% | Reduced |
| Anchor Capital Advisors LLC | 55,089 | $18.3M | 0.53% | −1,329−2.4% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 55,110 | $18.3M | 0.77% | +6,240+12.8% | Added |
| Morningstar Investment Management LLC | 55,284 | $18.4M | 0.68% | +55,284 | New |
| Sequoia Financial Advisors, LLC | 55,354 | $18.4M | 0.11% | +173+0.3% | Added |
| Foyston, Gordon, & Payne Inc | 55,516 | $18.4M | 4.03% | +848+1.6% | Added |
| GHP Investment Advisors, Inc. | 55,738 | $18.5M | 0.78% | −118−0.2% | Reduced |
| Equitable Trust Co | 56,214 | $18.7M | 0.86% | +49+0.1% | Added |
| Silvercrest Asset Management Group LLC | 56,709 | $18.8M | 0.12% | −367−0.6% | Reduced |
| Generali Asset Management SPA SGR | 57,315 | $19.0M | 0.41% | −976−1.7% | Reduced |
| Laffer Tengler Investments | 57,591 | $19.1M | 3.03% | +7,318+14.6% | Added |
| Torray LLC | 57,650 | $19.1M | 2.60% | 00.0% | Unchanged |
| Brookstone Capital Management | 57,829 | $19.2M | 0.23% | +3,471+6.4% | Added |
| Waverton Investment Management Ltd | 58,465 | $19.4M | 0.25% | −714,302−92.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 58,610 | $19.5M | 0.05% | −15,991−21.4% | Reduced |
| Mutual of America Capital Management LLC | 58,838 | $19.5M | 0.21% | −4,635−7.3% | Reduced |
| Narwhal Capital Management | 59,257 | $19.7M | 1.46% | −77−0.1% | Reduced |
| Perigon Wealth Management, LLC | 60,050 | $19.9M | 0.41% | +1,451+2.5% | Added |
| Ci Investments Inc. | 60,388 | $20.1M | 0.07% | −129,564−68.2% | Reduced |
| Penserra Capital Management LLC | 60,813 | $20.2M | 0.24% | −1,298−2.1% | Reduced |
| Calamos Wealth Management LLC | 61,400 | $20.4M | 0.74% | +5,951+10.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 61,578 | $20.4M | 0.13% | +19,248+45.5% | Added |
| Vontobel Holding Ltd. | 61,736 | $20.5M | 0.06% | +27,963+82.8% | Added |
| Birch Financial Group, LLC | 62,017 | $20.6M | 12.13% | +32,637+111.1% | Added |
| Oregon Public Employees Retirement Fund | 62,032 | $20.6M | 0.27% | +14,287+29.9% | Added |
| OP Asset Management Ltd | 62,100 | $20.6M | 0.27% | +1,098+1.8% | Added |
| Peapack Gladstone Financial Corp | 62,142 | $20.6M | 0.27% | −2,109−3.3% | Reduced |
| Erste Asset Management GmbH | 60,658 | $20.7M | 0.20% | −18,632−23.5% | Reduced |
| Mackenzie Financial Corp | 62,293 | $20.7M | 0.03% | +262+0.4% | Added |
| Wesleyan Assurance Society | 62,345 | $20.7M | 1.24% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 63,638 | $20.9M | 0.03% | +3,349+5.6% | Added |
| Hamilton Point Investment Advisors, LLC | 62,993 | $20.9M | 3.27% | +43+0.1% | Added |
| Eagle Global Advisors LLC | 63,647 | $21.1M | 0.81% | −839−1.3% | Reduced |
| ASR Vermogensbeheer N.V. | 64,051 | $21.3M | 0.26% | −263−0.4% | Reduced |
| Moran Wealth Management, LLC | 64,114 | $21.3M | 0.64% | −1,589−2.4% | Reduced |
| La Banque Postale Asset Management SA | 64,258 | $21.3M | 0.26% | +639+1.0% | Added |
| GM Advisory Group, Inc. | 64,375 | $21.4M | 0.91% | +20.0% | Added |
| Oppenheimer & Co Inc | 64,754 | $21.5M | 0.26% | −1,414−2.1% | Reduced |
| Elo Mutual Pension Insurance Co | 64,927 | $21.6M | 0.35% | +8,267+14.6% | Added |
| NEOS Investment Management LLC | 65,097 | $21.6M | 0.16% | +14,934+29.8% | Added |
| HB Wealth Management, LLC | 65,208 | $21.7M | 0.15% | +5,222+8.7% | Added |
| Galvin, Gaustad & Stein, LLC | 65,395 | $21.7M | 1.77% | −4,079−5.9% | Reduced |
| Skye Global Management LP | 65,500 | $21.8M | 0.44% | 00.0% | Unchanged |
| Tweedy, Browne Co LLC | 66,237 | $22.0M | 1.91% | −1,856−2.7% | Reduced |
| Kestra Advisory Services, LLC | 66,290 | $22.0M | 0.10% | +7,894+13.5% | Added |
| Whittier Trust Co | 67,887 | $22.4M | 0.26% | −457−0.7% | Reduced |
| Cobblestone Capital Advisors LLC | 67,740 | $22.5M | 1.08% | −316−0.5% | Reduced |
| Yousif Capital Management, LLC | 67,917 | $22.6M | 0.24% | −5,131−7.0% | Reduced |
| GDS Wealth Management | 68,068 | $22.6M | 1.49% | +1,474+2.2% | Added |
| Parthenon LLC | 68,488 | $22.7M | 2.52% | −1,097−1.6% | Reduced |
| Brinker Capital Investments, LLC | 68,606 | $22.8M | 0.18% | +1,179+1.7% | Added |
| Prospera Financial Services Inc | 68,733 | $22.8M | 0.39% | +6,589+10.6% | Added |
| Prime Capital Investment Advisors, LLC | 68,933 | $22.9M | 0.29% | +2,395+3.6% | Added |
| Citizens Financial Group Inc | 69,218 | $23.0M | 0.31% | +4,789+7.4% | Added |
| Davenport & Co LLC | 69,967 | $23.2M | 0.13% | +181+0.3% | Added |
| Nissay Asset Management Corp | 70,149 | $23.3M | 0.13% | +934+1.3% | Added |
| Braun Stacey Associates Inc | 70,310 | $23.4M | 0.76% | −547−0.8% | Reduced |
| GWM Advisors LLC | 70,469 | $23.4M | 0.11% | −1,808−2.5% | Reduced |
| Marco Investment Management LLC | 70,538 | $23.4M | 1.79% | −597−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 71,077 | $23.6M | 0.35% | −14,323−16.8% | Reduced |