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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 8,654 | $2.87M | 0.12% | +164+1.9% | Added |
| Atomi Financial Group, Inc. | 8,652 | $2.87M | 0.09% | +2,015+30.4% | Added |
| Fulton Bank, N.A. | 8,626 | $2.87M | 0.10% | −124−1.4% | Reduced |
| Pensionmark Financial Group, LLC | 8,626 | $2.87M | 0.06% | +1,373+18.9% | Added |
| ProVise Management Group, LLC | 8,609 | $2.86M | 0.21% | −691−7.4% | Reduced |
| SOA Wealth Advisors, LLC. | 8,559 | $2.84M | 0.49% | +142+1.7% | Added |
| Principle Wealth Partners LLC | 8,554 | $2.84M | 0.16% | −272−3.1% | Reduced |
| Hillsdale Investment Management Inc. | 8,540 | $2.84M | 0.09% | +5,860+218.7% | Added |
| Investors Asset Management of Georgia Inc | 8,530 | $2.83M | 1.21% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,526 | $2.83M | 0.19% | +261+3.2% | Added |
| Hardy Reed LLC | 8,521 | $2.83M | 0.21% | +101+1.2% | Added |
| L2 Asset Management, LLC | 8,512 | $2.83M | 0.41% | −4,194−33.0% | Reduced |
| Western Wealth Management, LLC | 8,451 | $2.81M | 0.15% | −22−0.3% | Reduced |
| Beaumont Financial Advisors, LLC | 8,445 | $2.80M | 0.19% | −186−2.2% | Reduced |
| Howard Capital Management Group, LLC | 8,426 | $2.80M | 0.18% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 8,395 | $2.79M | 1.13% | −115−1.4% | Reduced |
| Twin Capital Management Inc | 8,393 | $2.79M | 0.35% | −158−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 8,371 | $2.78M | 0.29% | 00.0% | Unchanged |
| New England Asset Management Inc | 8,340 | $2.77M | 0.36% | 00.0% | Unchanged |
| Natural Investments, LLC | 8,320 | $2.76M | 0.69% | +30.0% | Added |
| Elite Wealth Management, Inc. | 8,318 | $2.76M | 0.71% | +8,318 | New |
| Bank of Stockton | 8,290 | $2.75M | 0.78% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,246 | $2.74M | 0.09% | −602−6.8% | Reduced |
| Flagship Harbor Advisors, LLC | 8,209 | $2.73M | 0.12% | −383−4.5% | Reduced |
| SRS Capital Advisors, Inc. | 8,207 | $2.73M | 0.04% | +6,033+277.5% | Added |
| Accent Capital Management, LLC | 8,194 | $2.72M | 1.16% | +150+1.9% | Added |
| Robertson Stephens Wealth Management, LLC | 8,185 | $2.72M | 0.08% | −587−6.7% | Reduced |
| GFG Capital, LLC | 8,176 | $2.72M | 0.94% | −47−0.6% | Reduced |
| Leonteq Securities AG | 8,108 | $2.69M | 0.14% | −1,941−19.3% | Reduced |
| Forum Financial Management, LP | 8,089 | $2.69M | 0.04% | +145+1.8% | Added |
| IFG Advisory, LLC | 8,063 | $2.68M | 0.12% | −137−1.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,062 | $2.68M | 0.21% | −6−0.1% | Reduced |
| Vivid Wealth Management, LLC | 8,052 | $2.67M | 1.06% | −911−10.2% | Reduced |
| Crestwood Advisors Group LLC | 8,017 | $2.66M | 0.05% | +685+9.3% | Added |
| Burke & Herbert Bank & Trust Co | 7,967 | $2.65M | 0.57% | 00.0% | Unchanged |
| Dover Advisors, LLC | 7,948 | $2.64M | 1.05% | −206−2.5% | Reduced |
| Hartford Funds Management Co LLC | 7,929 | $2.63M | 0.23% | −1,616−16.9% | Reduced |
| Syon Capital LLC | 7,919 | $2.63M | 0.14% | +1,037+15.1% | Added |
| Wilkins Investment Counsel Inc | 7,907 | $2.63M | 0.37% | −25−0.3% | Reduced |
| Hilltop National Bank | 7,906 | $2.63M | 0.65% | +22+0.3% | Added |
| Signet Investment Advisory Group, Inc. | 7,905 | $2.63M | 1.26% | −355−4.3% | Reduced |
| Ronald Blue Trust, Inc. | 7,880 | $2.62M | 0.03% | +144+1.9% | Added |
| Spears Abacus Advisors LLC | 7,859 | $2.61M | 0.05% | −250−3.1% | Reduced |
| Pinnacle Wealth Management, LLC | 7,856 | $2.61M | 1.76% | −1,034−11.6% | Reduced |
| Mutual Advisors, LLC | 7,350 | $2.61M | 0.06% | −59−0.8% | Reduced |
| Red Door Wealth Management, LLC | 7,826 | $2.60M | 0.28% | −20.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 7,820 | $2.60M | 0.05% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,790 | $2.59M | 0.51% | 00.0% | Unchanged |
| Holderness Investments Co | 7,757 | $2.58M | 0.53% | +10.0% | Added |
| Rothschild Investment LLC | 7,745 | $2.57M | 0.15% | −97−1.2% | Reduced |
| Berkshire Bank | 7,650 | $2.54M | 0.55% | −435−5.4% | Reduced |
| Sawgrass Asset Management LLC | 7,647 | $2.54M | 0.31% | −35−0.5% | Reduced |
| Red Cedar Investment Management, LLC | 7,628 | $2.53M | 0.30% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 7,628 | $2.53M | 0.17% | −853−10.1% | Reduced |
| Nixon Peabody Trust Co | 7,627 | $2.53M | 0.19% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 7,513 | $2.50M | 0.78% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 7,505 | $2.49M | 0.69% | +90+1.2% | Added |
| Capital International Sarl | 7,455 | $2.48M | 0.04% | −305−3.9% | Reduced |
| Taylor Frigon Capital Management LLC | 7,431 | $2.47M | 1.23% | +6+0.1% | Added |
| National Asset Management, Inc. | 7,411 | $2.46M | 0.12% | −1,295−14.9% | Reduced |
| Chicago Partners Investment Group LLC | 6,813 | $2.46M | 0.06% | +343+5.3% | Added |
| Veracity Capital LLC | 7,402 | $2.46M | 0.79% | −53−0.7% | Reduced |
| Jackson Wealth Management, LLC | 7,361 | $2.44M | 0.24% | +173+2.4% | Added |
| Broderick Brian C | 7,357 | $2.44M | 0.46% | +1,489+25.4% | Added |
| VestGen Advisors, LLC | 7,353 | $2.44M | 0.08% | +855+13.2% | Added |
| Caldwell Sutter Capital, Inc. | 7,338 | $2.44M | 1.04% | 00.0% | Unchanged |
| Caxton Associates LLP | 7,263 | $2.41M | 0.07% | +7,263 | New |
| Birinyi Associates Inc | 7,250 | $2.41M | 0.61% | −45−0.6% | Reduced |
| Boltwood Capital Management | 7,233 | $2.40M | 0.64% | −10−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,223 | $2.40M | 0.42% | −529−6.8% | Reduced |
| Harold Davidson & Associates Inc. | 7,219 | $2.40M | 1.09% | +2,675+58.9% | Added |
| Confluence Wealth Services, Inc. | 7,213 | $2.40M | 0.12% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 7,212 | $2.40M | 0.42% | +836+13.1% | Added |
| Gateway Investment Advisers LLC | 7,200 | $2.39M | 0.02% | +31+0.4% | Added |
| Arjuna Capital | 7,191 | $2.39M | 0.59% | +68+1.0% | Added |
| Intellectus Partners, LLC | 7,185 | $2.39M | 0.46% | −10.0% | Reduced |
| SageView Advisory Group, LLC | 7,130 | $2.37M | 0.08% | +4+0.1% | Added |
| Sunbelt Securities, Inc. | 7,083 | $2.35M | 0.16% | +4,583+183.3% | Added |
| Huntleigh Advisors, Inc. | 7,059 | $2.34M | 0.40% | +319+4.7% | Added |
| Stock Yards Bank & Trust Co | 7,045 | $2.34M | 0.07% | −61−0.9% | Reduced |
| Balboa Wealth Partners | 7,018 | $2.33M | 0.40% | −305−4.2% | Reduced |
| Auxier Asset Management | 6,986 | $2.32M | 0.33% | −107−1.5% | Reduced |
| Midwest Trust Co | 6,986 | $2.32M | 0.03% | +584+9.1% | Added |
| Delta Accumulation, LLC | 8,500 | $2.31M | 13.01% | +8,500 | New |
| Baldwin Investment Management, LLC | 6,937 | $2.30M | 0.26% | +150+2.2% | Added |
| First National Trust Co | 6,933 | $2.30M | 0.08% | −79−1.1% | Reduced |
| Everett Harris & Co | 6,925 | $2.30M | 0.03% | −132−1.9% | Reduced |
| Mather Group, LLC. | 6,896 | $2.29M | 0.02% | +508+8.0% | Added |
| PFG Investments, LLC | 6,874 | $2.28M | 0.12% | +312+4.8% | Added |
| Tilia Fiduciary Partners, Inc. | 6,873 | $2.28M | 1.32% | +21+0.3% | Added |
| Equity Investment Corp | 6,836 | $2.27M | 0.05% | −211,471−96.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,832 | $2.27M | 0.51% | −70−1.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,800 | $2.26M | 0.34% | +6,800 | New |
| Axxcess Wealth Management, LLC | 6,793 | $2.26M | 0.05% | +1,598+30.8% | Added |
| McAdam, LLC | 6,750 | $2.24M | 0.11% | +117+1.8% | Added |
| Beacon Financial Group | 6,746 | $2.24M | 0.22% | +9+0.1% | Added |
| Hall Capital Management Co Inc | 6,736 | $2.24M | 0.88% | +24+0.4% | Added |
| BNP Paribas | 6,546 | $2.24M | 0.07% | −43−0.7% | Reduced |
| Excalibur Management Corp | 6,726 | $2.23M | 0.81% | −433−6.0% | Reduced |
| GLOBALT Investments LLC | 6,670 | $2.22M | 0.08% | −40−0.6% | Reduced |