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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 1,470 | $469.0K | 0.04% | −30−2.0% | Reduced |
| Forza Wealth Management, LLC | 1,416 | $470.3K | 0.18% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,416 | $470.3K | 0.27% | 00.0% | Unchanged |
| BXM Wealth LLC | 1,416 | $470.3K | 0.45% | +600+73.5% | Added |
| Drive Wealth Management, LLC | 1,426 | $473.6K | 0.10% | −21−1.5% | Reduced |
| Heritage Wealth Advisors | 1,426 | $473.7K | 0.02% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,428 | $474.3K | 0.11% | +1+0.1% | Added |
| 626 Financial, LLC | 1,430 | $475.0K | 0.21% | −84−5.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,433 | $476.0K | 0.27% | −57−3.8% | Reduced |
| Financial Advisors, LLC | 1,440 | $478.3K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 1,442 | $479.0K | 0.15% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,445 | $480.1K | 0.03% | −2,210−60.5% | Reduced |
| Wealthstar Advisors, LLC | 1,449 | $481.3K | 0.19% | +51+3.6% | Added |
| Formidable Asset Management, LLC | 1,509 | $481.3K | 0.08% | +317+26.6% | Added |
| Versant Capital Management, Inc | 1,451 | $482.0K | 0.07% | +48+3.4% | Added |
| James J. Burns & Company, LLC | 1,453 | $482.5K | 0.07% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,460 | $485.0K | 0.32% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,462 | $485.5K | 0.16% | +30+2.1% | Added |
| First National Bank | 1,462 | $485.6K | 0.26% | −75−4.9% | Reduced |
| Revolve Wealth Partners, LLC | 1,462 | $485.7K | 0.06% | −31−2.1% | Reduced |
| Consolidated Planning Corp | 1,463 | $485.9K | 0.05% | +37+2.6% | Added |
| Valley National Advisers Inc | 1,471 | $487.0K | 0.08% | +12+0.8% | Added |
| First Business Financial Services, Inc. | 1,468 | $487.6K | 0.04% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,469 | $487.9K | 0.04% | −207−12.4% | Reduced |
| Waterloo Capital, L.P. | 1,470 | $488.2K | 0.04% | −207−12.3% | Reduced |
| Windsor Capital Management, LLC | 1,474 | $489.7K | 0.14% | −55−3.6% | Reduced |
| Aire Advisors, LLC | 1,480 | $491.6K | 0.09% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,489 | $494.6K | 0.10% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,489 | $494.6K | 0.13% | +473+46.6% | Added |
| Winthrop Advisory Group LLC | 1,495 | $496.6K | 0.04% | −27−1.8% | Reduced |
| Atlantic Trust, LLC | 1,499 | $497.9K | 0.09% | −11−0.7% | Reduced |
| Professional Advisory Services Inc | 1,500 | $498.0K | 0.06% | 00.0% | Unchanged |
| Holowesko Partners Ltd. | 1,500 | $498.2K | 0.18% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,500 | $498.2K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $498.2K | 0.24% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $498.2K | 0.05% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,500 | $498.2K | 0.30% | +705+88.7% | Added |
| Walker Asset Management, LLC | 1,502 | $498.8K | 0.28% | +4+0.3% | Added |
| Jaffetilchin Investment Partners, LLC | 1,505 | $500.0K | 0.03% | +4+0.3% | Added |
| Mountain Pacific Investment Advisers Inc | 1,505 | $500.1K | 0.08% | −140−8.5% | Reduced |
| Advus Financial Partners, LLC | 1,506 | $500.3K | 0.12% | −85−5.3% | Reduced |
| Compass Ion Advisors, LLC | 1,507 | $500.6K | 0.05% | −3−0.2% | Reduced |
| Carter Financial Group, INC. | 1,508 | $500.8K | 0.30% | −216−12.5% | Reduced |
| Optima Capital LLC | 1,509 | $501.2K | 0.24% | −6−0.4% | Reduced |
| MV Capital Management, Inc. | 1,510 | $501.6K | 0.05% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,514 | $502.9K | 0.13% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,553 | $503.0K | 0.34% | −1,372−46.9% | Reduced |
| Redwood Investment Management, LLC | 1,514 | $503.0K | 0.05% | +15+1.0% | Added |
| UMA Financial Services, Inc. | 1,522 | $505.4K | 0.07% | +117+8.3% | Added |
| Osterweis Capital Management Inc | 1,525 | $506.5K | 0.02% | +402+35.8% | Added |
| Boit C F David | 1,525 | $506.5K | 0.23% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,527 | $507.2K | 0.05% | +75+5.2% | Added |
| Facet Wealth, Inc. | 1,527 | $507.2K | 0.01% | +399+35.4% | Added |
| Maia Wealth LLC | 1,381 | $508.1K | 0.09% | −59−4.1% | Reduced |
| MBL Wealth, LLC | 1,534 | $509.5K | 0.04% | −75−4.7% | Reduced |
| Marex Group plc | 1,537 | $510.5K | 0.01% | +1,537 | New |
| Delta Asset Management LLC | 1,538 | $510.9K | 0.04% | +57+3.8% | Added |
| Onefund, LLC | 1,538 | $510.9K | 0.33% | +61+4.1% | Added |
| Exencial Wealth Advisors, LLC | 1,540 | $511.6K | 0.02% | −118−7.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,542 | $512.0K | 0.17% | +1+0.1% | Added |
| Toth Financial Advisory Corp | 1,544 | $512.8K | 0.06% | −9−0.6% | Reduced |
| Impact Capital Partners LLC | 1,547 | $513.9K | 0.15% | −144−8.5% | Reduced |
| Invested Advisors | 1,699 | $514.5K | 0.75% | +1,699 | New |
| Wrapmanager Inc | 1,549 | $514.8K | 0.16% | −229−12.9% | Reduced |
| Fort Washington Investment Advisors Inc | 1,554 | $516.2K | 0.00% | +175+12.7% | Added |
| Fortress Private Ledger, LLC | 1,555 | $516.6K | 0.19% | +181+13.2% | Added |
| HCR Wealth Advisors | 1,567 | $517.9K | 0.05% | −3−0.2% | Reduced |
| Apollon Financial, LLC | 1,559 | $518.0K | 0.09% | +256+19.6% | Added |
| Fidelity D & D Bancorp Inc | 1,560 | $518.2K | 0.29% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,563 | $519.2K | 0.03% | −266−14.5% | Reduced |
| Agate Pass Investment Management, LLC | 1,570 | $521.4K | 0.20% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,573 | $522.2K | 0.43% | +297+23.3% | Added |
| Investors Research Corp | 1,574 | $522.8K | 0.10% | +50+3.3% | Added |
| Fairfield, Bush & Co. | 1,580 | $524.8K | 0.27% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,491 | $524.8K | 0.08% | +3+0.2% | Added |
| Rebalance, LLC | 1,585 | $526.5K | 0.03% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,589 | $527.8K | 0.15% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,590 | $528.1K | 0.09% | −1,995−55.6% | Reduced |
| Allred Capital Management, LLC | 1,593 | $529.3K | 0.18% | +2+0.1% | Added |
| City Holding Co | 1,596 | $530.1K | 0.07% | −78−4.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,599 | $531.1K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,600 | $531.5K | 0.12% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,603 | $532.5K | 0.09% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,603 | $532.5K | 0.05% | +103+6.9% | Added |
| Fragasso Group Inc. | 1,614 | $532.9K | 0.03% | +29+1.8% | Added |
| Richard W. Paul & Associates, LLC | 1,610 | $534.6K | 0.18% | −11−0.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,612 | $535.6K | 0.16% | +2+0.1% | Added |
| Valmark Advisers, Inc. | 1,615 | $536.4K | 0.01% | +17+1.1% | Added |
| Twin Tree Management, LP | 1,615 | $536.4K | 0.03% | +1,615 | New |
| Rockbridge Investment Management, LCC | 1,615 | $536.4K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,615 | $536.4K | 0.04% | −333−17.1% | Reduced |
| Peterson Wealth Services | 2,048 | $537.2K | 0.13% | +433+26.8% | Added |
| CenterBook Partners LP | 1,619 | $537.8K | 0.03% | +173+12.0% | Added |
| Bank of Jackson Hole Trust | 1,621 | $538.4K | 0.27% | +695+75.1% | Added |
| Solidarilty Wealth, LLC | 1,627 | $540.4K | 0.12% | −7,748−82.6% | Reduced |
| Strive Asset Management, LLC | 1,628 | $540.8K | 0.29% | −71−4.2% | Reduced |
| Silverlake Wealth Management LLC | 1,631 | $541.9K | 0.13% | −126−7.2% | Reduced |
| Balentine LLC | 1,632 | $542.1K | 0.02% | +113+7.4% | Added |
| Dearborn Partners LLC | 1,634 | $542.7K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,634 | $542.8K | 0.10% | +41+2.6% | Added |