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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 1,232 | $409.2K | 0.15% | 00.0% | Unchanged |
| Key Financial Inc | 1,247 | $409.7K | 0.08% | +25+2.0% | Added |
| Claret Asset Management Corp | 1,234 | $410.0K | 0.05% | −15−1.2% | Reduced |
| Blue Square Asset Management, LLC | 1,240 | $411.9K | 0.18% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,241 | $412.2K | 0.18% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,247 | $414.2K | 0.16% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,247 | $414.2K | 0.15% | +64+5.4% | Added |
| Harvest Fund Management Co., Ltd | 1,251 | $415.0K | 0.02% | −104−7.7% | Reduced |
| Kimelman & Baird, LLC | 1,250 | $415.2K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,252 | $416.0K | 0.07% | −17−1.3% | Reduced |
| Libra Wealth LLC | 1,255 | $416.9K | 0.13% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,256 | $417.0K | 0.10% | +897+249.9% | Added |
| Brandywine Oak Private Wealth LLC | 1,257 | $417.5K | 0.04% | −21−1.6% | Reduced |
| Sterneck Capital Management, LLC | 1,257 | $417.5K | 0.19% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,258 | $417.7K | 0.08% | +31+2.5% | Added |
| Founders Grove Wealth Partners, LLC | 1,261 | $418.9K | 0.10% | +184+17.1% | Added |
| Birchcreek Wealth Management, LLC | 1,265 | $420.2K | 0.22% | −23−1.8% | Reduced |
| Mainstream Capital Management LLC | 1,266 | $420.5K | 0.28% | −1−0.1% | Reduced |
| Elevated Capital Advisors, LLC | 1,267 | $420.7K | 0.10% | +46+3.8% | Added |
| ETF Portfolio Partners, Inc. | 1,269 | $421.5K | 0.11% | 00.0% | Unchanged |
| SFMG, LLC | 1,271 | $422.3K | 0.03% | +34+2.7% | Added |
| Annex Advisory Services, LLC | 1,273 | $422.9K | 0.01% | −7−0.5% | Reduced |
| OneAscent Family Office, LLC | 1,276 | $423.8K | 0.34% | −111−8.0% | Reduced |
| Old Port Advisors | 1,276 | $423.8K | 0.11% | +38+3.1% | Added |
| Capital Investment Advisory Services, LLC | 1,276 | $423.9K | 0.03% | −27−2.1% | Reduced |
| Nadler Financial Group, Inc. | 1,277 | $424.2K | 0.04% | +100+8.5% | Added |
| Prudent Investors Network | 1,277 | $424.2K | 0.10% | +1,277 | New |
| BBR Partners, LLC | 1,278 | $424.4K | 0.02% | +21+1.7% | Added |
| 4J Wealth Management LLC | 1,278 | $424.5K | 0.25% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,279 | $424.8K | 0.09% | +10+0.8% | Added |
| SLT Holdings LLC | 1,279 | $424.8K | 0.28% | +271+26.9% | Added |
| Woodward Diversified Capital, LLC | 1,280 | $425.2K | 0.20% | −9−0.7% | Reduced |
| Southeast Asset Advisors Inc. | 1,282 | $425.9K | 0.05% | −14−1.1% | Reduced |
| Perpetual Ltd | 1,284 | $426.5K | 0.01% | +328+34.3% | Added |
| Prostatis Group LLC | 1,284 | $426.5K | 0.11% | −41−3.1% | Reduced |
| Ballast, Inc. | 1,288 | $427.8K | 0.10% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,291 | $428.8K | 0.12% | −182−12.4% | Reduced |
| Vigilare Wealth Management | 1,291 | $428.8K | 0.15% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,292 | $429.1K | 0.01% | +278+27.4% | Added |
| Fagan Associates, Inc. | 1,300 | $431.8K | 0.06% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 1,301 | $432.1K | 0.08% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,301 | $432.2K | 0.17% | −51−3.8% | Reduced |
| IPG Investment Advisors LLC | 1,303 | $432.8K | 0.08% | −50−3.7% | Reduced |
| Kapstone Financial Advisors LLC | 1,304 | $433.1K | 0.20% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,305 | $433.5K | 0.06% | −89−6.4% | Reduced |
| Alpha Family Trust | 1,305 | $433.5K | 0.20% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $433.9K | 0.21% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,321 | $434.0K | 0.11% | +1,321 | New |
| CVA Family Office, LLC | 1,307 | $434.1K | 0.06% | +104+8.6% | Added |
| Amica Retiree Medical Trust | 1,320 | $438.0K | 0.60% | −156−10.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,318 | $438.0K | 0.05% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,319 | $438.1K | 0.13% | +10+0.8% | Added |
| Sharkey, Howes & Javer | 1,320 | $438.6K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 1,324 | $439.8K | 0.03% | +1,324 | New |
| Sittner & Nelson, LLC | 1,328 | $441.0K | 0.16% | +2+0.2% | Added |
| WealthShield Partners, LLC | 1,328 | $441.2K | 0.05% | +8+0.6% | Added |
| BIP Wealth, LLC | 1,329 | $441.4K | 0.02% | +318+31.5% | Added |
| Shum Financial Group, Inc. | 1,331 | $442.1K | 0.33% | +1,331 | New |
| Sienna Gestion | 1,460 | $442.2K | 0.03% | −53,805−97.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,333 | $443.0K | 0.09% | 00.0% | Unchanged |
| Trust Co of the South | 1,336 | $443.8K | 0.07% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 1,339 | $444.8K | 0.22% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,339 | $444.8K | 0.29% | +98+7.9% | Added |
| Eagle Harbor Asset Management Inc | 1,342 | $445.8K | 0.39% | −14−1.0% | Reduced |
| Archetype Wealth Partners | 1,344 | $446.0K | 0.06% | +515+62.1% | Added |
| Schnieders Capital Management, LLC. | 1,343 | $446.1K | 0.08% | +1,343 | New |
| OneAscent Wealth Management LLC | 1,347 | $447.4K | 0.15% | −10−0.7% | Reduced |
| Summit Asset Management, LLC | 1,350 | $448.4K | 0.07% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,350 | $448.4K | 0.10% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,355 | $450.1K | 0.03% | −10−0.7% | Reduced |
| Colonial Trust Advisors | 1,356 | $450.4K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,356 | $450.4K | 0.05% | +52+4.0% | Added |
| KLCM Advisors, Inc. | 1,358 | $450.9K | 0.04% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,361 | $452.1K | 0.04% | −10−0.7% | Reduced |
| Centerpoint Advisory Group | 1,364 | $453.1K | 0.35% | 00.0% | Unchanged |
| Burton Enright Welch | 1,365 | $453.4K | 0.07% | +30+2.2% | Added |
| Howard Financial Services, Ltd. | 1,365 | $453.6K | 0.06% | +13+1.0% | Added |
| 17 Capital Partners, LLC | 1,368 | $454.4K | 0.25% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,369 | $454.7K | 0.03% | +2+0.1% | Added |
| Burns J W & Co Inc | 1,371 | $455.4K | 0.05% | +21+1.6% | Added |
| Boothbay Fund Management, LLC | 1,375 | $456.7K | 0.01% | +1,375 | New |
| Walkner Condon Financial Advisors LLC | 1,378 | $457.7K | 0.07% | +29+2.1% | Added |
| Hyperion Capital Advisors LP | 1,380 | $458.4K | 0.25% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,381 | $458.7K | 0.11% | +120+9.5% | Added |
| Five Oceans Advisors | 1,385 | $460.0K | 0.17% | −59−4.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,387 | $460.7K | 0.09% | +65+4.9% | Added |
| XTX Topco Ltd | 1,389 | $461.4K | 0.02% | +1,389 | New |
| Washington Trust Bank | 1,390 | $461.7K | 0.03% | +49+3.7% | Added |
| LCNB Corp | 1,392 | $462.4K | 0.16% | −100−6.7% | Reduced |
| Kitching Partners, LLC | 1,393 | $462.6K | 0.44% | +2+0.1% | Added |
| Atlas Private Wealth Advisors | 1,395 | $463.5K | 0.11% | −1,392−49.9% | Reduced |
| Terra Nova Asset Management LLC | 1,396 | $463.6K | 0.29% | −27−1.9% | Reduced |
| XML Financial, LLC | 1,398 | $464.3K | 0.04% | −200−12.5% | Reduced |
| Westover Capital Advisors, LLC | 1,400 | $465.0K | 0.09% | −82−5.5% | Reduced |
| Bayesian Capital Management, LP | 1,400 | $465.0K | 0.09% | +1,400 | New |
| J. Safra Sarasin Holding AG | 1,407 | $467.3K | 0.01% | −67−4.5% | Reduced |
| Northwest Bancshares, Inc. | 1,409 | $468.0K | 0.08% | −100−6.6% | Reduced |
| Tortoise Investment Management, LLC | 1,410 | $468.3K | 0.04% | +1+0.1% | Added |
| Regal Investment Advisors LLC | 1,410 | $468.4K | 0.03% | +324+29.8% | Added |
| Mendel Capital Management LLC | 1,411 | $468.6K | 0.25% | +94+7.1% | Added |