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 |
|---|---|---|---|---|---|
| Syntegra Private Wealth Group, LLC | 659 | $218.9K | 0.02% | +659 | New |
| Signal Advisors Wealth, LLC | 660 | $219.1K | 0.02% | −175−21.0% | Reduced |
| Westchester Capital Management, Inc. | 660 | $219.2K | 0.05% | 00.0% | Unchanged |
| RVW Wealth, LLC | 660 | $219.2K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 660 | $219.2K | 0.01% | +18+2.8% | Added |
| Fogel Capital Management, Inc. | 661 | $219.6K | 0.10% | +30+4.8% | Added |
| Commonwealth Financial Services, LLC | 662 | $219.9K | 0.04% | +662 | New |
| Kennedy Investment Group | 664 | $220.6K | 0.09% | −6−0.9% | Reduced |
| Plotkin Financial Advisors, LLC | 666 | $221.2K | 0.11% | +666 | New |
| Financial Advisory Service, Inc. | 667 | $221.5K | 0.02% | +5+0.8% | Added |
| EdgeRock Capital LLC | 667 | $221.6K | 0.06% | +667 | New |
| City Center Advisors, LLC | 670 | $222.5K | 0.22% | +25+3.9% | Added |
| Portland Global Advisors LLC | 671 | $222.9K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 673 | $223.5K | 0.08% | +673 | New |
| Pinnacle Financial Group, LLC | 674 | $223.9K | 0.07% | +13+2.0% | Added |
| Ameriflex Group, Inc. | 675 | $224.1K | 0.08% | +417+161.6% | Added |
| O'Brien Greene & Co. Inc | 675 | $224.2K | 0.07% | −20−2.9% | Reduced |
| Warwick Investment Management, Inc. | 676 | $224.5K | 0.04% | +676 | New |
| Talisman Wealth Advisors LLC | 681 | $226.1K | 0.19% | +32+4.9% | Added |
| Somerset Trust Co | 681 | $226.2K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 682 | $226.5K | 0.06% | +14+2.1% | Added |
| Colton Groome Financial Advisors, LLC | 685 | $227.5K | 0.07% | +49+7.7% | Added |
| Wulff, Hansen & Co. | 686 | $227.9K | 0.20% | +686 | New |
| Betterment LLC | 686 | $228.0K | 0.00% | +26+3.9% | Added |
| Bogart Wealth, LLC | 687 | $228.1K | 0.01% | +13+1.9% | Added |
| Hall Laurie J Trustee | 689 | $228.9K | 0.07% | −40−5.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $229.0K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 690 | $229.2K | 0.01% | +324+88.5% | Added |
| Stiles Financial Services Inc | 692 | $229.7K | 0.07% | −18−2.5% | Reduced |
| von Borstel & Associates, Inc. | 626 | $230.0K | 0.04% | +626 | New |
| Hofer & Associates. Inc | 694 | $230.4K | 0.13% | −283−29.0% | Reduced |
| Gradient Capital Advisors, LLC | 695 | $230.8K | 0.06% | +7+1.0% | Added |
| Avion Wealth | 698 | $231.0K | 0.05% | +5+0.7% | Added |
| PPS&V Asset Management Consultants, Inc. | 699 | $232.0K | 0.13% | +1+0.1% | Added |
| Pointe Capital Management LLC | 699 | $232.2K | 0.11% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 700 | $232.5K | 0.04% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 700 | $232.5K | 0.10% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 703 | $233.5K | 0.15% | +2+0.3% | Added |
| American Financial Advisors, LLC | 703 | $233.6K | 0.03% | +1+0.1% | Added |
| Seeds Investor LLC | 704 | $233.8K | 0.05% | +24+3.5% | Added |
| Salomon & Ludwin, LLC | 708 | $233.8K | 0.02% | +218+44.5% | Added |
| Retirement Income Solutions, Inc | 705 | $234.2K | 0.04% | −43−5.7% | Reduced |
| South Plains Financial, Inc. | 708 | $235.2K | 0.15% | −20−2.7% | Reduced |
| Tidemark, LLC | 711 | $236.2K | 0.07% | +4+0.6% | Added |
| Holcombe Financial, Inc. | 712 | $236.4K | 0.17% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 712 | $236.5K | 0.01% | +14+2.0% | Added |
| Fusion Capital, LLC | 657 | $237.0K | 0.07% | +1+0.2% | Added |
| Smallwood Wealth Investment Management, LLC | 715 | $237.5K | 0.12% | −3−0.4% | Reduced |
| LeConte Wealth Management, LLC | 716 | $237.8K | 0.16% | +716 | New |
| Brio Consultants, LLC | 717 | $238.2K | 0.03% | +82+12.9% | Added |
| Slocum, Gordon & Co LLP | 718 | $238.5K | 0.19% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 720 | $239.2K | 0.08% | +21+3.0% | Added |
| Redwood Financial Network Corp | 720 | $239.2K | 0.15% | +37+5.4% | Added |
| ARS Wealth Advisors Group, LLC | 721 | $239.5K | 0.02% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 723 | $240.1K | 0.06% | −2,484−77.5% | Reduced |
| Running Point Capital Advisors, LLC | 723 | $240.2K | 0.06% | −9−1.2% | Reduced |
| IMA Wealth, Inc. | 724 | $240.5K | 0.02% | +76+11.7% | Added |
| Harvest Investment Services, LLC | 724 | $240.5K | 0.05% | +724 | New |
| Ascent Wealth Partners, LLC | 726 | $241.1K | 0.03% | 00.0% | Unchanged |
| Values Added Financial LLC | 726 | $241.1K | 0.11% | +55+8.2% | Added |
| Mendel Money Management | 731 | $242.8K | 0.10% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 732 | $243.3K | 0.11% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 732 | $243.3K | 0.14% | +26+3.7% | Added |
| Aspen Capital Management, LLC | 737 | $244.8K | 0.06% | +737 | New |
| W Advisors, LLC | 737 | $244.9K | 0.13% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 740 | $245.8K | 0.13% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 741 | $246.1K | 0.23% | −175−19.1% | Reduced |
| First Financial Corp | 741 | $246.1K | 0.10% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 741 | $246.2K | 0.11% | −30−3.9% | Reduced |
| Willner & Heller, LLC | 745 | $247.5K | 0.19% | +17+2.3% | Added |
| Shilanski & Associates, Inc. | 747 | $248.1K | 0.07% | 00.0% | Unchanged |
| Motive Wealth Advisors | 749 | $248.8K | 0.11% | +6+0.8% | Added |
| LBMC Investment Advisors, LLC | 750 | $249.1K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 750 | $249.2K | 0.03% | −169−18.4% | Reduced |
| Wedgewood Investors Inc | 751 | $249.5K | 0.27% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 753 | $250.0K | 0.02% | +101+15.5% | Added |
| Silver Grove Financial Group, Inc. | 755 | $250.7K | 0.24% | +755 | New |
| SkyOak Wealth, LLC | 755 | $250.8K | 0.05% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 755 | $250.8K | 0.20% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 755 | $250.8K | 0.08% | +15+2.0% | Added |
| Atwater Malick LLC | 756 | $251.1K | 0.07% | +14+1.9% | Added |
| Foster Victor Wealth Advisors, LLC | 762 | $251.7K | 0.02% | +762 | New |
| Greenup Street Wealth Management LLC | 759 | $252.0K | 0.04% | +759 | New |
| DecisionMap Wealth Management, LLC | 765 | $254.1K | 0.16% | +8+1.1% | Added |
| Argyle Capital Partners, LLC | 765 | $254.3K | 0.18% | +765 | New |
| Renasant Bank | 766 | $254.4K | 0.16% | −110−12.6% | Reduced |
| Peak Retirement Planning, Inc. | 766 | $254.5K | 0.07% | +42+5.8% | Added |
| Wealth Advisory Solutions, LLC | 767 | $254.8K | 0.06% | 00.0% | Unchanged |
| Manske Wealth Management | 768 | $255.1K | 0.08% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 769 | $255.4K | 0.03% | +126+19.6% | Added |
| Sandbox Financial Partners, LLC | 769 | $255.5K | 0.07% | −24−3.0% | Reduced |
| Farmers National Bank | 770 | $255.8K | 0.06% | −13−1.7% | Reduced |
| Live Oak Private Wealth LLC | 770 | $255.8K | 0.04% | −3−0.4% | Reduced |
| Defined Financial Planning LLC | 793 | $256.8K | 0.21% | −128−13.9% | Reduced |
| Burney Co | 774 | $257.1K | 0.01% | −790−50.5% | Reduced |
| Capula Management Ltd | 774 | $257.1K | 0.00% | +774 | New |
| Signet Financial Management, LLC | 775 | $257.4K | 0.03% | +5+0.6% | Added |
| David J Yvars Group | 775 | $257.4K | 0.14% | −495−39.0% | Reduced |
| Wealth Management Nebraska | 776 | $257.8K | 0.03% | +8+1.0% | Added |
| Invenio Wealth Partners LLC | 776 | $257.8K | 0.09% | +29+3.9% | Added |