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 |
|---|---|---|---|---|---|
| Consilium Wealth Advisory, LLC | 778 | $258.4K | 0.10% | 00.0% | Unchanged |
| First National Corp | 787 | $258.6K | 0.05% | −541−40.7% | Reduced |
| Lantz Financial LLC | 780 | $259.1K | 0.06% | +4+0.5% | Added |
| Occidental Asset Management, LLC | 780 | $259.1K | 0.03% | +780 | New |
| SMART Wealth LLC | 780 | $259.1K | 0.10% | +140+21.9% | Added |
| Innovative Advisory Group, LLC | 780 | $259.2K | 0.17% | +2+0.3% | Added |
| Medallion Wealth Advisors, LLC | 781 | $259.4K | 0.09% | −17−2.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 782 | $259.7K | 0.01% | −208−21.0% | Reduced |
| Vestor Capital, LLC | 782 | $260.0K | 0.02% | −191,242−99.6% | Reduced |
| Bellecapital International Ltd. | 783 | $260.1K | 0.04% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 784 | $260.5K | 0.03% | +4+0.5% | Added |
| Horst & Graben Wealth Management LLC | 785 | $260.7K | 0.04% | +15+1.9% | Added |
| Legacy Financial Group, Inc. | 785 | $260.7K | 0.07% | 00.0% | Unchanged |
| PVG Asset Management Corp | 786 | $261.1K | 0.96% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 786 | $261.1K | 0.17% | +786 | New |
| Fairvoy Private Wealth, LLC | 787 | $261.4K | 0.06% | −186−19.1% | Reduced |
| Hoge Financial Services, LLC | 788 | $262.0K | 0.15% | +24+3.1% | Added |
| Connors Investor Services Inc | 790 | $262.4K | 0.02% | −30−3.7% | Reduced |
| BlueStem Wealth Partners, LLC | 791 | $262.7K | 0.03% | +33+4.4% | Added |
| Vance Wealth, Inc. | 791 | $262.7K | 0.08% | +43+5.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 792 | $263.0K | 0.09% | −28−3.4% | Reduced |
| Wealth Management Associates, Inc. | 792 | $263.2K | 0.09% | +792 | New |
| Elmwood Wealth Management, Inc. | 795 | $264.1K | 0.09% | +120+17.8% | Added |
| Novare Capital Management LLC | 798 | $265.1K | 0.02% | −89−10.0% | Reduced |
| Old Second National Bank of Aurora | 800 | $265.7K | 0.05% | −100−11.1% | Reduced |
| Boston Research & Management Inc | 800 | $265.7K | 0.06% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 800 | $265.7K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 800 | $265.7K | 0.14% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $265.7K | 0.02% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 803 | $266.7K | 0.18% | +1+0.1% | Added |
| Wallington Asset Management, LLC | 803 | $266.7K | 0.03% | −19−2.3% | Reduced |
| New England Capital Financial Advisors LLC | 805 | $267.3K | 0.11% | −14−1.7% | Reduced |
| Center For Asset Management LLC | 805 | $267.4K | 0.14% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 806 | $267.6K | 0.11% | +806 | New |
| Iron Financial, LLC | 806 | $267.6K | 0.13% | +14+1.8% | Added |
| BKA Wealth Consulting, Inc. | 806 | $267.7K | 0.22% | +806 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 809 | $268.7K | 0.06% | −16−1.9% | Reduced |
| King Wealth | 811 | $269.0K | 0.03% | 00.0% | Unchanged |
| Summa Corp. | 810 | $269.1K | 0.12% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 811 | $269.4K | 0.04% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 812 | $269.7K | 0.07% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 813 | $270.0K | 0.11% | +2+0.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 814 | $270.4K | 0.01% | −42−4.9% | Reduced |
| Becker Capital Management Inc | 815 | $270.7K | 0.01% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 815 | $270.7K | 0.21% | +65+8.7% | Added |
| Warren Street Wealth Advisors, LLC | 816 | $271.0K | 0.08% | +37+4.7% | Added |
| DLK Investment Management, LLC | 819 | $272.0K | 0.10% | −50−5.8% | Reduced |
| Tandem Investment Partners LLC | 820 | $272.4K | 0.22% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 786 | $272.5K | 0.18% | +786 | New |
| DecisionPoint Financial, LLC | 830 | $272.7K | 0.06% | +1+0.1% | Added |
| Baron Wealth Management LLC | 823 | $273.4K | 0.09% | +49+6.3% | Added |
| Parsons Capital Management Inc | 826 | $274.4K | 0.02% | +100+13.8% | Added |
| Weatherly Asset Management L. P. | 827 | $274.7K | 0.02% | −158−16.0% | Reduced |
| Port Capital LLC | 829 | $275.0K | 0.01% | −24−2.8% | Reduced |
| Canvas Wealth Advisors, LLC | 834 | $275.4K | 0.05% | −15−1.8% | Reduced |
| RKL Wealth Management LLC | 830 | $275.5K | 0.02% | +70+9.2% | Added |
| Abacus Wealth Partners, LLC | 832 | $276.4K | 0.04% | +107+14.8% | Added |
| Allen Capital Group, LLC | 834 | $277.0K | 0.03% | +23+2.8% | Added |
| M. Kraus & Co | 836 | $277.7K | 0.08% | −5−0.6% | Reduced |
| Hengehold Capital Management LLC | 843 | $280.1K | 0.02% | +21+2.6% | Added |
| Total Clarity Wealth Management, Inc. | 845 | $280.7K | 0.07% | −32−3.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 847 | $281.3K | 0.16% | −3−0.4% | Reduced |
| apricus wealth, LLC | 847 | $281.3K | 0.15% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 851 | $281.4K | 0.21% | 00.0% | Unchanged |
| Ariston Services Group | 849 | $282.0K | 0.17% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 850 | $282.3K | 0.10% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 850 | $282.3K | 0.26% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 855 | $282.5K | 0.09% | +175+25.7% | Added |
| Wealthstream Advisors, Inc. | 851 | $282.7K | 0.04% | +33+4.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 854 | $283.6K | 0.08% | −25−2.8% | Reduced |
| Meridian Investment Counsel Inc. | 854 | $283.7K | 0.07% | −49−5.4% | Reduced |
| Financial Council Asset Management Inc | 855 | $284.0K | 0.13% | +17+2.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 855 | $284.0K | 0.03% | +45+5.6% | Added |
| Longboard Asset Management, LP | 858 | $285.0K | 0.46% | +858 | New |
| Financial Consulate, Inc | 862 | $286.4K | 0.04% | +862 | New |
| Mustard Seed Financial, LLC | 863 | $286.7K | 0.18% | 00.0% | Unchanged |
| TFC Financial Management | 864 | $286.9K | 0.04% | +16+1.9% | Added |
| Onyx Bridge Wealth Group LLC | 865 | $287.2K | 0.03% | +179+26.1% | Added |
| Almanack Investment Partners, LLC. | 865 | $287.3K | 0.04% | −43−4.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 866 | $287.7K | 0.02% | +26+3.1% | Added |
| DeDora Capital, Inc. | 868 | $288.3K | 0.07% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 869 | $288.5K | 0.23% | −98−10.1% | Reduced |
| Rede Wealth, LLC | 869 | $288.5K | 0.23% | +869 | New |
| First Heartland Consultants, Inc. | 869 | $288.6K | 0.02% | +10+1.2% | Added |
| Lumbard & Kellner, LLC | 870 | $289.0K | 0.11% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 870 | $289.0K | 0.19% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 873 | $290.0K | 0.12% | +26+3.1% | Added |
| Compton Wealth Advisory Group, LLC | 873 | $290.0K | 0.07% | +80+10.1% | Added |
| GSB Wealth Management, LLC | 877 | $291.2K | 0.07% | −26−2.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 877 | $291.4K | 0.50% | +789+896.6% | Added |
| N.E.W. Advisory Services LLC | 878 | $291.5K | 0.03% | 00.0% | Unchanged |
| Gibbs Wealth Management | 879 | $292.0K | 0.07% | −134−13.2% | Reduced |
| German American Bancorp, Inc. | 881 | $292.6K | 0.03% | 00.0% | Unchanged |
| South Street Advisors LLC | 884 | $293.6K | 0.04% | +884 | New |
| Strid Group, LLC | 884 | $293.6K | 0.04% | +884 | New |
| Ellenbecker Investment Group | 885 | $294.0K | 0.04% | +1+0.1% | Added |
| Chris Bulman Inc | 889 | $295.4K | 0.15% | +67+8.2% | Added |
| JGP Wealth Management, LLC | 895 | $295.8K | 0.03% | −1−0.1% | Reduced |
| JB Capital LLC | 894 | $297.1K | 0.01% | −1−0.1% | Reduced |
| Sunpointe, LLC | 897 | $297.9K | 0.11% | −82−8.4% | Reduced |