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 |
|---|---|---|---|---|---|
| Northwest Quadrant Wealth Management, LLC | 1,045 | $347.0K | 0.07% | +3+0.3% | Added |
| Farmers & Merchants Investments Inc | 1,046 | $347.4K | 0.01% | −5−0.5% | Reduced |
| Mach-1 Financial Group, Inc. | 1,048 | $348.2K | 0.06% | +1,048 | New |
| Integrity Advisory Solutions, LLC | 1,048 | $348.2K | 0.06% | +1,048 | New |
| Omnia Family Wealth, LLC | 1,050 | $348.8K | 0.11% | −2−0.2% | Reduced |
| Bristlecone Advisors, LLC | 1,051 | $349.1K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,057 | $351.1K | 0.01% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 1,059 | $351.8K | 0.24% | −113−9.6% | Reduced |
| Octavia Wealth Advisors, LLC | 1,063 | $353.1K | 0.04% | +130+13.9% | Added |
| Aster Capital Management (DIFC) Ltd | 1,065 | $353.8K | 0.18% | +946+795.0% | Added |
| FourThought Financial Partners, LLC | 1,066 | $353.9K | 0.03% | −164−13.3% | Reduced |
| Arlington Trust Co LLC | 1,068 | $354.7K | 0.06% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,070 | $355.0K | 0.00% | +104+10.8% | Added |
| Accel Wealth Management | 1,069 | $355.0K | 0.10% | −737−40.8% | Reduced |
| Shepherd Financial Partners LLC | 1,069 | $355.1K | 0.03% | +15+1.4% | Added |
| Park Capital Management, LLC | 1,070 | $355.5K | 0.28% | +28+2.7% | Added |
| Wolverine Trading, LLC | 1,041 | $356.3K | 0.01% | +1,041 | New |
| Spectrum Planning & Advisory Services Inc. | 1,074 | $356.6K | 0.20% | −123−10.3% | Reduced |
| CRA Financial Services, LLC | 1,074 | $356.7K | 0.05% | +33+3.2% | Added |
| First PREMIER Bank | 1,073 | $357.0K | 0.08% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,076 | $357.4K | 0.38% | +52+5.1% | Added |
| Guyasuta Investment Advisors Inc | 1,080 | $358.7K | 0.02% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,083 | $359.7K | 0.03% | +316+41.2% | Added |
| BTC Capital Management, Inc. | 1,084 | $360.1K | 0.02% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,084 | $360.1K | 0.64% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,084 | $360.1K | 0.04% | +1,084 | New |
| Paragon Capital Management Ltd | 1,087 | $361.1K | 0.07% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 1,088 | $361.4K | 0.09% | −125−10.3% | Reduced |
| SevenBridge Financial Group, LLC | 971 | $362.0K | 0.06% | −33−3.3% | Reduced |
| Perfromance Wealth Partners, LLC | 1,090 | $362.1K | 0.01% | −11−1.0% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 1,093 | $363.1K | 0.34% | −21−1.9% | Reduced |
| NorthStar Asset Management LLC | 1,093 | $363.1K | 0.17% | +2+0.2% | Added |
| Wellspring Financial Advisors, LLC | 1,095 | $363.7K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,100 | $365.4K | 0.11% | +100+10.0% | Added |
| Stonebridge Financial Group, LLC | 1,101 | $365.7K | 0.03% | +33+3.1% | Added |
| Providence Capital Advisors, LLC | 1,103 | $366.4K | 0.06% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,110 | $367.0K | 0.00% | +6+0.5% | Added |
| Cowa, LLC | 1,105 | $367.0K | 0.12% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 1,107 | $367.7K | 0.14% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 1,108 | $368.0K | 0.09% | +1,108 | New |
| TruWealth Advisors, LLC | 1,115 | $370.4K | 0.02% | +27+2.5% | Added |
| Kessler Investment Group, LLC | 1,120 | $372.0K | 0.16% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,124 | $373.4K | 0.08% | −28−2.4% | Reduced |
| Middleton & Co Inc | 1,125 | $373.7K | 0.04% | −25−2.2% | Reduced |
| Uptown Financial Advisors LLC | 1,127 | $374.3K | 0.33% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,129 | $375.0K | 0.06% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $375.7K | 0.06% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,131 | $375.7K | 0.22% | +15+1.3% | Added |
| Obsidian Personal Planning Solutions LLC | 1,045 | $377.0K | 0.13% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,136 | $377.3K | 0.31% | −184−13.9% | Reduced |
| Clifford Group, LLC | 1,136 | $377.3K | 0.29% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,136 | $377.5K | 0.05% | +52+4.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,137 | $377.8K | 0.23% | +41+3.7% | Added |
| Peachtree Investment Partners, LLC | 1,140 | $378.7K | 0.13% | −4−0.3% | Reduced |
| CFS Investment Advisory Services, LLC | 1,061 | $379.4K | 0.03% | +221+26.3% | Added |
| Wealth Management Partners, LLC | 1,144 | $380.1K | 0.12% | −77−6.3% | Reduced |
| Groupama Asset Managment | 1,149 | $381.7K | 0.01% | −4,444−79.5% | Reduced |
| Gateway Wealth Partners, LLC | 1,150 | $381.9K | 0.05% | +66+6.1% | Added |
| Kahn Brothers Group Inc | 1,150 | $382.0K | 0.07% | +1,150 | New |
| Claro Advisors LLC | 1,156 | $384.0K | 0.06% | −55−4.5% | Reduced |
| Gitterman Wealth Management, LLC | 1,161 | $385.6K | 0.09% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 1,162 | $386.0K | 0.13% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,162 | $386.0K | 0.13% | −40−3.3% | Reduced |
| Alta Wealth Advisors LLC | 1,163 | $386.2K | 0.14% | −100−7.9% | Reduced |
| Berbice Capital Management LLC | 1,164 | $386.6K | 0.24% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,165 | $387.0K | 0.12% | +1,165 | New |
| Inscription Capital, LLC | 1,166 | $387.4K | 0.04% | +51+4.6% | Added |
| Heartwood Wealth Advisors LLC | 1,172 | $389.3K | 0.04% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,174 | $389.8K | 0.06% | +17+1.5% | Added |
| Montgomery Investment Management Inc | 1,175 | $390.3K | 0.14% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,178 | $391.2K | 0.09% | +27+2.3% | Added |
| Northwest Wealth Management, LLC | 1,178 | $391.3K | 0.06% | +23+2.0% | Added |
| Vista Capital Partners, Inc. | 1,179 | $391.6K | 0.04% | +1,179 | New |
| Means Investment Co., Inc. | 1,179 | $391.7K | 0.03% | −14−1.2% | Reduced |
| Abacus Planning Group, Inc. | 1,181 | $392.3K | 0.05% | −16−1.3% | Reduced |
| Hantz Financial Services, Inc. | 1,183 | $393.0K | 0.01% | +206+21.1% | Added |
| Vicus Capital | 1,183 | $393.1K | 0.03% | −6−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 1,186 | $394.0K | 0.02% | −5−0.4% | Reduced |
| Y.D. More Investments Ltd | 1,188 | $394.3K | 0.02% | −201−14.5% | Reduced |
| AGH Wealth Advisors, LLC | 1,189 | $394.9K | 0.29% | +20+1.7% | Added |
| Vivaldi Capital Management, LLC | 1,191 | $395.6K | 0.06% | +27+2.3% | Added |
| Liberty Square Wealth Partners LLC | 1,193 | $396.3K | 0.12% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,200 | $398.6K | 0.13% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,170 | $400.5K | 0.04% | −13−1.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,207 | $400.9K | 0.27% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,207 | $401.0K | 0.08% | −50−4.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,216 | $403.9K | 0.05% | +6+0.5% | Added |
| May Hill Capital, LLC | 1,217 | $404.2K | 0.12% | +39+3.3% | Added |
| Wealth Quarterback LLC | 1,218 | $404.4K | 0.16% | +16+1.3% | Added |
| Princeton Global Asset Management LLC | 1,221 | $405.5K | 0.07% | +100+8.9% | Added |
| Advyzon Investment Management, LLC | 1,221 | $405.7K | 0.07% | +98+8.7% | Added |
| Hoxton Planning & Management, LLC | 1,223 | $406.2K | 0.13% | −33−2.6% | Reduced |
| City State Bank | 1,223 | $406.2K | 0.12% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 1,225 | $406.9K | 0.01% | −720−37.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,225 | $406.9K | 0.07% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,225 | $406.9K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 1,225 | $406.9K | 0.09% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,226 | $407.2K | 0.08% | +1,226 | New |
| Monticello Wealth Management, LLC | 1,226 | $407.2K | 0.03% | 00.0% | Unchanged |
| Capital Square, LLC | 1,227 | $407.6K | 0.21% | +3+0.2% | Added |