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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 900 | $298.9K | 0.04% | −25−2.7% | Reduced |
| Talbot Financial, LLC | 900 | $298.9K | 0.03% | 00.0% | Unchanged |
| Humankind Investments LLC | 900 | $298.9K | 0.07% | +27+3.1% | Added |
| Worth Financial Advisory Group, LLC | 902 | $299.5K | 0.17% | +55+6.5% | Added |
| GAM Holding AG | 902 | $299.6K | 0.02% | +902 | New |
| Costello Asset Management, INC | 905 | $300.5K | 0.10% | +1+0.1% | Added |
| CNB Bank | 905 | $300.6K | 0.13% | +462+104.3% | Added |
| National Wealth Management Group, LLC | 906 | $300.9K | 0.11% | +906 | New |
| Edgemoor Investment Advisors, Inc. | 907 | $301.3K | 0.02% | −31−3.3% | Reduced |
| Meritage Portfolio Management | 909 | $301.9K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 912 | $302.1K | 0.05% | +100+12.3% | Added |
| ABN AMRO Bank N.V. | 910 | $303.4K | 0.00% | +910 | New |
| Narus Financial Partners, LLC | 914 | $303.6K | 0.08% | −5−0.5% | Reduced |
| Good Steward Wealth Advisors,LLC | 916 | $304.3K | 0.21% | +173+23.3% | Added |
| Stephenson & Company, Inc. | 918 | $304.9K | 0.18% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 920 | $305.6K | 0.06% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 921 | $305.9K | 0.17% | −3−0.3% | Reduced |
| Sheets Smith Wealth Management | 922 | $306.3K | 0.03% | +50+5.7% | Added |
| WT Wealth Management | 923 | $306.6K | 0.09% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 928 | $308.1K | 0.06% | +36+4.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 929 | $309.0K | 0.04% | +929 | New |
| Adell Harriman & Carpenter Inc | 931 | $309.3K | 0.02% | +44+5.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $309.6K | 0.01% | 00.0% | Unchanged |
| Atlas Wealth LLC | 934 | $310.2K | 0.10% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 934 | $310.2K | 0.24% | −274−22.7% | Reduced |
| General Partner, Inc. | 936 | $310.9K | 0.17% | 00.0% | Unchanged |
| North Star Asset Management Inc | 937 | $311.2K | 0.01% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 938 | $311.6K | 0.15% | −1,346−58.9% | Reduced |
| HC Advisors, LLC | 939 | $312.1K | 0.22% | +2+0.2% | Added |
| Orion Capital Management LLC | 940 | $312.2K | 0.11% | 00.0% | Unchanged |
| Intrust Bank NA | 943 | $313.2K | 0.03% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 945 | $313.9K | 0.01% | +94+11.0% | Added |
| Wedge Capital Management L L P | 947 | $314.6K | 0.01% | −17−1.8% | Reduced |
| Investment Advisory Group, LLC | 948 | $314.9K | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 874 | $315.0K | 0.09% | +85+10.8% | Added |
| Barlow Wealth Partners, Inc. | 896 | $315.4K | 0.04% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 953 | $316.5K | 0.10% | 00.0% | Unchanged |
| Jacobsen Capital Management | 955 | $317.2K | 0.11% | +3+0.3% | Added |
| FLC Capital Advisors | 956 | $317.5K | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 958 | $318.2K | 0.02% | +31+3.3% | Added |
| Hopwood Financial Services, Inc. | 962 | $319.5K | 0.21% | −10−1.0% | Reduced |
| Financial Network Wealth Management LLC | 872 | $320.0K | 0.10% | +872 | New |
| Warner Group LLC | 964 | $320.1K | 0.22% | +964 | New |
| Vista Investment Management | 965 | $320.5K | 0.11% | −9−0.9% | Reduced |
| One Day In July LLC | 966 | $320.9K | 0.03% | +69+7.7% | Added |
| Sterling Investment Counsel, LLC | 967 | $321.1K | 0.10% | +967 | New |
| Monument Capital Management | 968 | $321.6K | 0.08% | −10−1.0% | Reduced |
| New Republic Capital, LLC | 969 | $321.8K | 0.10% | +26+2.8% | Added |
| Vista Investment Partners LLC | 970 | $322.1K | 0.09% | −45−4.4% | Reduced |
| Garrison Point Advisors, LLC | 970 | $322.2K | 0.14% | +970 | New |
| EPG Wealth Management LLC | 972 | $322.7K | 0.09% | +2+0.2% | Added |
| Sand Hill Global Advisors, LLC | 973 | $323.2K | 0.01% | −1,099−53.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 974 | $323.5K | 0.05% | −65−6.3% | Reduced |
| Catalina Capital Group, LLC | 975 | $323.9K | 0.20% | −88−8.3% | Reduced |
| Fortress Wealth Group, LLC | 904 | $323.9K | 0.14% | +24+2.7% | Added |
| Act Two Investors LLC | 979 | $325.2K | 0.06% | −81−7.6% | Reduced |
| Marest Capital, LLC | 979 | $325.2K | 0.20% | +3+0.3% | Added |
| NavPoint Financial, Inc. | 981 | $325.8K | 0.17% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 982 | $326.0K | 0.04% | +330+50.6% | Added |
| Capital Advisors Wealth Management, LLC | 984 | $326.7K | 0.05% | +197+25.0% | Added |
| Everpar Advisors LLC | 986 | $327.5K | 0.13% | +68+7.4% | Added |
| Sovran Advisors, LLC | 913 | $327.8K | 0.03% | −61−6.3% | Reduced |
| Cornerstone Advisory, LLC | 988 | $328.2K | 0.03% | +23+2.4% | Added |
| Allied Investment Advisors, LLC | 989 | $328.5K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 993 | $329.8K | 0.02% | −11−1.1% | Reduced |
| Tillman Hartley LLC | 995 | $330.5K | 0.09% | −69−6.5% | Reduced |
| Planning Alternatives Ltd | 999 | $331.9K | 0.04% | +130+15.0% | Added |
| Cohen & Steers, Inc. | 1,000 | $332.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,001 | $332.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $332.0K | 0.22% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,000 | $332.2K | 0.14% | −1,000−50.0% | Reduced |
| Wexford Capital LP | 1,000 | $332.2K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,000 | $332.2K | 0.12% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $332.2K | 0.11% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $332.2K | 0.01% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 1,001 | $332.5K | 0.09% | −1,310−56.7% | Reduced |
| Certified Advisory Corp | 1,002 | $332.7K | 0.03% | −2−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 1,002 | $332.8K | 0.03% | −115−10.3% | Reduced |
| Close Asset Management Ltd | 1,001 | $333.0K | 0.01% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 1,004 | $333.6K | 0.25% | +108+12.1% | Added |
| First Nebraska Trust Co | 1,005 | $333.8K | 0.03% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,006 | $334.2K | 0.25% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 1,006 | $334.2K | 0.01% | +1,006 | New |
| Tradewinds, LLC. | 1,007 | $334.5K | 0.08% | +1,007 | New |
| Godsey & Gibb Associates | 1,007 | $334.5K | 0.03% | −49−4.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $336.4K | 0.14% | +3+0.3% | Added |
| Buckley Wealth Management, LLC | 1,017 | $337.8K | 0.09% | +4+0.4% | Added |
| Avenue 1 Advisors, LLC | 1,020 | $338.8K | 0.11% | −24−2.3% | Reduced |
| Syverson Strege & Co | 1,021 | $339.1K | 0.08% | −105−9.3% | Reduced |
| Peck Wealth Management, LLC | 1,022 | $339.5K | 0.32% | +1,022 | New |
| NDVR, Inc. | 1,025 | $340.5K | 0.28% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 1,030 | $342.1K | 0.23% | −65−5.9% | Reduced |
| Claris Financial LLC | 1,036 | $344.0K | 0.20% | +68+7.0% | Added |
| Capital Performance Advisors LLP | 1,038 | $344.9K | 0.06% | +366+54.5% | Added |
| Greenwich Wealth Management LLC | 1,040 | $345.0K | 0.02% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 1,039 | $345.1K | 0.06% | −200−16.1% | Reduced |
| Alesco Advisors LLC | 1,039 | $345.1K | 0.01% | +31+3.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,040 | $345.4K | 0.12% | −50−4.6% | Reduced |
| Harbor Group, Inc. | 1,044 | $346.7K | 0.06% | +82+8.5% | Added |
| Lafayette Investments, Inc. | 1,044 | $346.8K | 0.07% | −37−3.4% | Reduced |