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 |
|---|---|---|---|---|---|
| JCIC Asset Management Inc. | 410 | $136.2K | 0.04% | +410 | New |
| Fairscale Capital, LLC | 419 | $139.2K | 0.10% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 427 | $141.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 428 | $142.2K | 0.03% | +82+23.7% | Added |
| Sound Income Strategies, LLC | 448 | $145.3K | 0.01% | −129−22.4% | Reduced |
| Financial Freedom, LLC | 440 | $146.2K | 0.07% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 453 | $150.5K | 0.06% | −371−45.0% | Reduced |
| Bruce G. Allen Investments, LLC | 455 | $151.1K | 0.11% | −182−28.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 457 | $151.8K | 0.04% | +15+3.4% | Added |
| Deseret Mutual Benefit Administrators | 460 | $152.8K | 0.06% | −27−5.5% | Reduced |
| Security National Bank | 464 | $154.1K | 0.02% | −80−14.7% | Reduced |
| Creative Capital Management Investments LLC | 500 | $166.1K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 501 | $166.4K | 0.04% | +33+7.1% | Added |
| IMG Wealth Management, Inc. | 509 | $169.1K | 0.11% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 475 | $171.5K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 528 | $175.4K | 0.06% | +528 | New |
| Wealth Preservation Advisors, LLC | 528 | $175.4K | 0.10% | +300+131.6% | Added |
| Flagship Wealth Advisors, LLC | 531 | $176.4K | 0.06% | −505−48.7% | Reduced |
| VSM Wealth Advisory, LLC | 533 | $177.0K | 0.06% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 541 | $179.7K | 0.01% | −19−3.4% | Reduced |
| Park Place Capital Corp | 541 | $179.7K | 0.04% | +472+684.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 543 | $180.4K | 0.15% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 550 | $182.7K | 0.12% | −150−21.4% | Reduced |
| First Community Trust NA | 550 | $182.7K | 0.14% | −60−9.8% | Reduced |
| Activest Wealth Management | 551 | $183.0K | 0.04% | +40+7.8% | Added |
| Clear Street Markets LLC | 556 | $184.7K | 0.06% | +520+1,444.4% | Added |
| Stephens Consulting, LLC | 558 | $185.5K | 0.06% | +40+7.7% | Added |
| MRP Capital Investments, LLC | 584 | $186.3K | 0.16% | +584 | New |
| Sofos Investments, Inc. | 563 | $187.0K | 0.04% | +563 | New |
| William B. Walkup & Associates, Inc. | 565 | $187.7K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 569 | $189.0K | 0.04% | +9+1.6% | Added |
| Strategic Investment Solutions, Inc. | 573 | $190.6K | 0.05% | −1,426−71.3% | Reduced |
| CGC Financial Services, LLC | 582 | $193.3K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 583 | $193.7K | 0.02% | −107−15.5% | Reduced |
| Lavaca Capital LLC | 590 | $196.0K | 0.04% | −1,752−74.8% | Reduced |
| First American Trust, FSB | 602 | $200.1K | 0.01% | +602 | New |
| Gilliland Jeter Wealth Management LLC | 604 | $200.5K | 0.06% | −216−26.3% | Reduced |
| Kentucky Trust Co | 605 | $201.0K | 0.11% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 605 | $201.0K | 0.00% | +605 | New |
| Wayfinding Financial, LLC | 608 | $201.0K | 0.09% | +608 | New |
| Regimen Wealth, LLC | 607 | $201.5K | 0.06% | +607 | New |
| Triad Wealth Partners, LLC | 609 | $202.2K | 0.03% | +609 | New |
| Kohmann Bosshard Financial Services, LLC | 609 | $202.3K | 0.02% | +609 | New |
| BLVD Private Wealth, LLC | 609 | $202.3K | 0.17% | +609 | New |
| Bullock Wealth Management Group | 616 | $202.3K | 0.10% | −951−60.7% | Reduced |
| Planning Directions Inc | 610 | $202.5K | 0.11% | +610 | New |
| Advisory Resource Group | 610 | $202.6K | 0.04% | +610 | New |
| Intrua Financial, LLC | 612 | $203.2K | 0.02% | −208−25.4% | Reduced |
| Biltmore Family Office, LLC | 614 | $203.9K | 0.03% | −13−2.1% | Reduced |
| Traveka Wealth, LLC | 615 | $204.2K | 0.09% | +615 | New |
| Trifecta Capital Advisors, LLC | 616 | $204.6K | 0.03% | −32−4.9% | Reduced |
| Thrive Capital Management, LLC | 616 | $204.6K | 0.05% | −24−3.8% | Reduced |
| a16z Perennial Management, L.P. | 616 | $204.6K | 0.02% | +616 | New |
| Claris Advisors, LLC | 642 | $204.9K | 0.07% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 618 | $205.3K | 0.03% | +618 | New |
| Romano Brothers and Company | 619 | $205.6K | 0.02% | +619 | New |
| JPL Wealth Management, LLC | 619 | $205.7K | 0.05% | +619 | New |
| Professional Financial Advisors, LLC | 620 | $205.9K | 0.04% | +620 | New |
| Mascoma Wealth Management LLC | 621 | $206.3K | 0.05% | 00.0% | Unchanged |
| Verum Partners LLC | 624 | $207.4K | 0.04% | −12−1.9% | Reduced |
| Heartland Bank & Trust Co | 625 | $207.6K | 0.09% | −595−48.8% | Reduced |
| Nichols & Pratt Advisers LLP | 625 | $207.6K | 0.01% | −25−3.8% | Reduced |
| HORAN Wealth, LLC | 625 | $207.6K | 0.03% | +625 | New |
| Affinity Capital Advisors, LLC | 631 | $208.5K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 628 | $208.6K | 0.01% | +628 | New |
| Lee Financial Co | 629 | $208.9K | 0.03% | +629 | New |
| CogentBlue Wealth Advisors, LLC | 631 | $209.6K | 0.14% | +631 | New |
| Canal Capital Management, LLC | 631 | $209.7K | 0.03% | −94−13.0% | Reduced |
| Towerpoint Wealth, LLC | 633 | $210.3K | 0.09% | +633 | New |
| Ewa, LLC | 634 | $210.5K | 0.06% | +634 | New |
| Western Pacific Wealth Management, LP | 634 | $210.6K | 0.21% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 634 | $210.6K | 0.01% | +32+5.3% | Added |
| Mill Creek Capital Advisors, LLC | 637 | $211.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 638 | $211.9K | 0.10% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 639 | $212.1K | 0.14% | +1+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $212.6K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 640 | $212.6K | 0.09% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 640 | $213.0K | 0.01% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 651 | $213.0K | 0.13% | +651 | New |
| Donaldson Capital Management, LLC | 643 | $213.6K | 0.01% | −17−2.6% | Reduced |
| Lionshead Wealth Management, LLC | 645 | $214.2K | 0.17% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 646 | $214.6K | 0.09% | −400−38.2% | Reduced |
| FMB Wealth Management | 646 | $214.6K | 0.09% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 646 | $215.0K | 0.05% | −12−1.8% | Reduced |
| Congress Park Capital LLC | 648 | $215.2K | 0.07% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 649 | $215.6K | 0.01% | +649 | New |
| Potentia Wealth | 650 | $215.8K | 0.08% | +1+0.2% | Added |
| Stegner Investment Associates Inc. | 650 | $215.9K | 0.12% | 00.0% | Unchanged |
| Carson Advisory Inc. | 650 | $215.9K | 0.12% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 650 | $215.9K | 0.09% | +9+1.4% | Added |
| Simplify Asset Management Inc. | 650 | $215.9K | 0.00% | +650 | New |
| PMG Wealth Management, Inc. | 650 | $215.9K | 0.16% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 650 | $216.0K | 0.03% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 651 | $216.2K | 0.01% | −277−29.8% | Reduced |
| Fortitude Family Office, LLC | 651 | $216.2K | 0.06% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 652 | $216.6K | 0.05% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 652 | $216.6K | 0.14% | +652 | New |
| Single Point Partners, LLC | 654 | $217.2K | 0.04% | −28−4.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 655 | $217.6K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 636 | $217.7K | 0.03% | +2+0.3% | Added |