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 |
|---|---|---|---|---|---|
| QV Investors Inc. | 10,500 | $3.49M | 0.30% | 00.0% | Unchanged |
| Smithfield Trust Co | 10,493 | $3.48M | 0.16% | −279−2.6% | Reduced |
| Connable Office Inc | 10,463 | $3.48M | 0.32% | +13+0.1% | Added |
| IHT Wealth Management, LLC | 10,424 | $3.46M | 0.09% | +62+0.6% | Added |
| MUFG Securities EMEA plc | 10,389 | $3.45M | 0.09% | +8,754+535.4% | Added |
| Peoples Financial Services Corp. | 10,373 | $3.45M | 1.56% | +494+5.0% | Added |
| Mission Wealth Management, LP | 10,359 | $3.44M | 0.07% | +44+0.4% | Added |
| Azimuth Capital Investment Management LLC | 10,352 | $3.44M | 0.12% | −233−2.2% | Reduced |
| Peak Financial Advisors LLC | 10,327 | $3.43M | 1.65% | −58−0.6% | Reduced |
| Argent Advisors, Inc. | 10,300 | $3.42M | 1.01% | +723+7.5% | Added |
| Webster Bank, N. A. | 10,288 | $3.42M | 0.33% | +135+1.3% | Added |
| HBK Sorce Advisory LLC | 10,296 | $3.40M | 0.09% | −80−0.8% | Reduced |
| Carl P. Sherr & Co., LLC | 10,241 | $3.40M | 1.61% | −15−0.1% | Reduced |
| Bank Ozk | 10,215 | $3.39M | 1.20% | +885+9.5% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 10,200 | $3.39M | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,184 | $3.38M | 0.03% | +35+0.3% | Added |
| L & S Advisors Inc | 10,172 | $3.38M | 0.32% | −11,940−54.0% | Reduced |
| Empower Advisory Group, LLC | 10,156 | $3.37M | 0.01% | +126+1.3% | Added |
| Osborne Partners Capital Management, LLC | 10,125 | $3.36M | 0.17% | +2,360+30.4% | Added |
| DRW Securities, LLC | 10,102 | $3.35M | 0.17% | +4,960+96.5% | Added |
| Ingalls & Snyder LLC | 10,093 | $3.35M | 0.11% | −100−1.0% | Reduced |
| SOL Capital Management CO | 10,090 | $3.35M | 0.30% | −20−0.2% | Reduced |
| Americana Partners, LLC | 10,046 | $3.34M | 0.10% | +1,930+23.8% | Added |
| Western Financial Corp | 10,026 | $3.33M | 1.45% | +2,450+32.3% | Added |
| Cunning Capital Partners, LP | 10,012 | $3.33M | 1.54% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 9,990 | $3.32M | 0.97% | 00.0% | Unchanged |
| Galilei Investment Office LLP | 9,974 | $3.31M | 1.59% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 9,968 | $3.31M | 1.07% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 9,308 | $3.30M | 2.22% | +2,091+29.0% | Added |
| Moors & Cabot, Inc. | 9,943 | $3.30M | 0.14% | +395+4.1% | Added |
| Xcel Wealth Management, LLC | 9,943 | $3.30M | 0.86% | −130−1.3% | Reduced |
| Intrinsic Value Partners, LLC | 9,942 | $3.30M | 2.67% | −73−0.7% | Reduced |
| Insigneo Advisory Services, LLC | 9,905 | $3.29M | 0.23% | +496+5.3% | Added |
| Level Four Advisory Services, LLC | 9,878 | $3.28M | 0.11% | +2,431+32.6% | Added |
| Doheny Asset Management | 9,861 | $3.27M | 2.08% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 9,857 | $3.27M | 0.04% | +4,104+71.3% | Added |
| Inlet Private Wealth, LLC | 9,845 | $3.27M | 0.74% | +50+0.5% | Added |
| Knuff & Co LLC | 9,844 | $3.27M | 0.95% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9,776 | $3.25M | 1.84% | −70−0.7% | Reduced |
| TAGStone Capital, Inc. | 9,757 | $3.24M | 1.28% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,740 | $3.24M | 0.08% | +792+8.9% | Added |
| Institute for Wealth Management, LLC. | 9,714 | $3.23M | 0.34% | −74−0.8% | Reduced |
| Rehmann Capital Advisory Group | 9,696 | $3.22M | 0.18% | +39+0.4% | Added |
| Sawyer & Company, Inc | 10,095 | $3.22M | 1.22% | +413+4.3% | Added |
| RB Capital Management, LLC | 9,605 | $3.19M | 0.67% | +555+6.1% | Added |
| Ferguson Wellman Capital Management, Inc | 9,598 | $3.19M | 0.05% | −591−5.8% | Reduced |
| Guardian Capital LP | 9,588 | $3.18M | 0.10% | 00.0% | Unchanged |
| NVWM, LLC | 9,560 | $3.18M | 0.71% | −250−2.5% | Reduced |
| AustralianSuper Pty Ltd | 9,560 | $3.18M | 0.02% | −5,641−37.1% | Reduced |
| Parkshore Wealth Management, Inc. | 9,541 | $3.17M | 1.29% | +22+0.2% | Added |
| CSM Advisors, LLC | 9,530 | $3.17M | 0.09% | −10,110−51.5% | Reduced |
| Rathbone Brothers plc | 9,521 | $3.16M | 0.01% | −10−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,509 | $3.16M | 0.09% | +514+5.7% | Added |
| Fire Capital Management LLC | 9,482 | $3.15M | 1.81% | +55+0.6% | Added |
| Lodestone Wealth Management LLC | 9,465 | $3.14M | 1.41% | +37+0.4% | Added |
| KWB Wealth | 9,850 | $3.14M | 0.35% | −33−0.3% | Reduced |
| Eads & Heald Wealth Management | 9,369 | $3.11M | 1.49% | −280−2.9% | Reduced |
| Cito Capital Group, LLC | 9,355 | $3.11M | 0.90% | −3,000−24.3% | Reduced |
| Bridgewater Advisors Inc. | 8,494 | $3.11M | 0.22% | +262+3.2% | Added |
| Tema ETFs LLC | 9,346 | $3.10M | 0.26% | +9,346 | New |
| Beacon Investment Advisors LLC | 9,334 | $3.10M | 1.27% | +5+0.1% | Added |
| BCS Private Wealth Management, Inc. | 9,321 | $3.10M | 1.11% | −500−5.1% | Reduced |
| Personal Cfo Solutions, LLC | 9,302 | $3.09M | 0.54% | −666−6.7% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,271 | $3.08M | 1.48% | −30−0.3% | Reduced |
| Massmutual Trust Co FSB | 9,268 | $3.08M | 0.08% | −471−4.8% | Reduced |
| NTV Asset Management LLC | 9,205 | $3.06M | 0.33% | −474−4.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,198 | $3.06M | 1.69% | −114−1.2% | Reduced |
| Applied Capital LLC | 9,194 | $3.05M | 2.18% | +10+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 9,174 | $3.05M | 0.09% | +34+0.4% | Added |
| SBI Securities Co., Ltd. | 9,163 | $3.04M | 0.08% | −903−9.0% | Reduced |
| EFG Asset Management (North America) Corp. | 9,155 | $3.04M | 0.39% | +318+3.6% | Added |
| Anchor Investment Management, LLC | 9,149 | $3.04M | 0.25% | +173+1.9% | Added |
| Trustco Bank Corp N Y | 9,145 | $3.04M | 2.73% | +86+0.9% | Added |
| Pettee Investors, Inc. | 9,118 | $3.03M | 1.67% | −95−1.0% | Reduced |
| Qtron Investments LLC | 9,113 | $3.03M | 0.37% | −239−2.6% | Reduced |
| IFC Advisors LLC | 9,096 | $3.02M | 0.55% | +9+0.1% | Added |
| Verition Fund Management LLC | 9,094 | $3.02M | 0.02% | +275+3.1% | Added |
| Prosperity Consulting Group, LLC | 9,067 | $3.01M | 0.15% | +586+6.9% | Added |
| Bell Asset Management Ltd | 9,050 | $3.01M | 0.82% | −2,793−23.6% | Reduced |
| Financial Security Advisor, Inc. | 9,038 | $3.00M | 0.64% | −412−4.4% | Reduced |
| West Michigan Advisors, LLC | 9,029 | $3.00M | 0.72% | +7,756+609.3% | Added |
| Oppenheimer Asset Management Inc. | 8,986 | $2.98M | 0.03% | −1,475−14.1% | Reduced |
| Bank of New Hampshire | 8,983 | $2.98M | 0.69% | +55+0.6% | Added |
| Sterling Capital Management LLC | 8,965 | $2.98M | 0.04% | −1,157−11.4% | Reduced |
| Fiduciary Family Office, LLC | 8,956 | $2.97M | 0.85% | +430+5.0% | Added |
| RMR Wealth Builders | 8,908 | $2.96M | 0.25% | +514+6.1% | Added |
| Bridgeway Capital Management, LLC | 8,900 | $2.96M | 0.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,891 | $2.95M | 0.01% | −502−5.3% | Reduced |
| Mindset Wealth Management, LLC | 8,885 | $2.95M | 0.80% | +47+0.5% | Added |
| Ossiam | 8,858 | $2.94M | 0.04% | −5,995−40.4% | Reduced |
| Pinnacle Holdings, LLC | 8,845 | $2.94M | 1.02% | −48−0.5% | Reduced |
| Northern Financial Advisors Inc | 8,797 | $2.92M | 1.53% | +9+0.1% | Added |
| Patton Fund Management, Inc. | 8,744 | $2.90M | 0.52% | −235−2.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,737 | $2.90M | 0.20% | +4,306+97.2% | Added |
| Signature Wealth Management Group | 8,716 | $2.89M | 1.12% | −79−0.9% | Reduced |
| Rational Advisors LLC | 8,704 | $2.89M | 0.29% | +8,524+4,735.6% | Added |
| Buttonwood Financial Advisors Inc. | 8,684 | $2.88M | 0.99% | −756−8.0% | Reduced |
| Bigelow Investment Advisors, LLC | 8,679 | $2.88M | 1.16% | −307−3.4% | Reduced |
| Citizens National Bank Trust Department | 8,677 | $2.88M | 0.51% | +854+10.9% | Added |
| Smartleaf Asset Management LLC | 8,418 | $2.88M | 0.18% | +1,995+31.1% | Added |