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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 6,666 | $2.21M | 0.06% | −5,203−43.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,661 | $2.21M | 0.01% | +6,341+1,981.6% | Added |
| Skopos Labs, Inc. | 6,968 | $2.21M | 0.30% | −213−3.0% | Reduced |
| Palisade Asset Management, LLC | 6,628 | $2.20M | 0.20% | −287−4.2% | Reduced |
| Kidder Stephen W | 6,616 | $2.20M | 0.63% | +3,541+115.2% | Added |
| Center for Financial Planning, Inc. | 6,614 | $2.20M | 0.23% | −50−0.8% | Reduced |
| Inkwell Capital LLC | 6,601 | $2.19M | 2.24% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 6,591 | $2.19M | 0.14% | +5,288+405.8% | Added |
| WBI Investments | 6,581 | $2.19M | 0.56% | +3,541+116.5% | Added |
| Symphony Financial, Ltd. Co. | 6,552 | $2.18M | 0.27% | −1,271−16.2% | Reduced |
| First Horizon Corp | 6,563 | $2.18M | 0.10% | +6,563 | New |
| Eagle Capital Management, LLC | 6,552 | $2.18M | 0.82% | +34+0.5% | Added |
| Krilogy Financial LLC | 5,948 | $2.18M | 0.08% | +5,948 | New |
| Guided Capital Wealth Management, LLC | 6,535 | $2.17M | 1.86% | +1,646+33.7% | Added |
| BancorpSouth Bank | 6,509 | $2.16M | 0.13% | +5+0.1% | Added |
| Weiss Asset Management LP | 6,505 | $2.16M | 0.03% | +6,505 | New |
| Lee Danner & Bass Inc | 6,502 | $2.16M | 0.16% | −35−0.5% | Reduced |
| RMB Capital Management, LLC | 6,452 | $2.14M | 0.04% | +130+2.1% | Added |
| Stablepoint Partners, LLC | 6,450 | $2.14M | 0.34% | +11+0.2% | Added |
| Trust Asset Management LLC | 6,422 | $2.13M | 0.15% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,419 | $2.13M | 0.04% | +124+2.0% | Added |
| S&CO Inc | 6,386 | $2.12M | 0.13% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,370 | $2.12M | 0.55% | −30.0% | Reduced |
| Leavell Investment Management, Inc. | 6,338 | $2.11M | 0.09% | +218+3.6% | Added |
| Avestar Capital, LLC | 6,303 | $2.09M | 0.15% | −126−2.0% | Reduced |
| Piscataqua Savings Bank | 6,282 | $2.09M | 1.63% | −110−1.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,269 | $2.08M | 0.01% | +2,117+51.0% | Added |
| Sage Mountain Advisors LLC | 6,269 | $2.08M | 0.12% | +1,222+24.2% | Added |
| RMR Capital Management, LLC | 6,260 | $2.08M | 1.45% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,205 | $2.06M | 0.12% | −145−2.3% | Reduced |
| Diligent Investors, LLC | 6,201 | $2.06M | 0.52% | +31+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,194 | $2.06M | 0.10% | +9+0.1% | Added |
| Canopy Partners, LLC | 6,150 | $2.04M | 0.68% | −49−0.8% | Reduced |
| Cypress Wealth Services, LLC | 6,130 | $2.04M | 0.33% | +24+0.4% | Added |
| Fort Point Capital Partners LLC | 6,122 | $2.03M | 0.26% | −9,706−61.3% | Reduced |
| Grove Bank & Trust | 6,086 | $2.02M | 0.24% | −151−2.4% | Reduced |
| Weil Company, Inc. | 6,055 | $2.01M | 0.48% | +16+0.3% | Added |
| Stokes Family Office, LLC | 6,043 | $2.01M | 0.19% | +438+7.8% | Added |
| Legacy Edge Advisors, LLC | 6,042 | $2.01M | 0.24% | −250−4.0% | Reduced |
| Monte Financial Group, LLC | 6,034 | $2.00M | 0.74% | +305+5.3% | Added |
| Citadel Investment Advisory, Inc. | 6,032 | $2.00M | 0.92% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,022 | $2.00M | 0.05% | −3,098−34.0% | Reduced |
| Spire Wealth Management | 6,016 | $2.00M | 0.07% | −96−1.6% | Reduced |
| Harbour Investments, Inc. | 6,010 | $2.00M | 0.05% | +202+3.5% | Added |
| Marshall Wace, LLP | 6,000 | $1.99M | 0.00% | +6,000 | New |
| Fielder Capital Group LLC | 5,999 | $1.99M | 0.45% | −10.0% | Reduced |
| B&L Asset Management LLC | 5,997 | $1.99M | 1.02% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 5,974 | $1.98M | 0.65% | +177+3.1% | Added |
| YHB Investment Advisors, Inc. | 5,960 | $1.98M | 0.14% | −18−0.3% | Reduced |
| Ransom Advisory, Ltd | 5,946 | $1.98M | 0.89% | 00.0% | Unchanged |
| Busey Wealth Management | 5,931 | $1.97M | 0.05% | −37−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 5,917 | $1.97M | 0.15% | +60+1.0% | Added |
| Hohimer Wealth Management, LLC | 5,906 | $1.96M | 0.27% | +325+5.8% | Added |
| Virtus Investment Advisers, Inc. | 5,901 | $1.96M | 0.56% | +668+12.8% | Added |
| Solitude Financial Services | 5,884 | $1.95M | 0.67% | −309−5.0% | Reduced |
| Net Worth Advisory Group | 5,878 | $1.95M | 0.56% | −661−10.1% | Reduced |
| Associated Banc-Corp | 5,862 | $1.95M | 0.05% | −370−5.9% | Reduced |
| MainStreet Investment Advisors LLC | 5,861 | $1.95M | 0.26% | −392−6.3% | Reduced |
| Advisor OS, LLC | 5,844 | $1.94M | 0.17% | −539−8.4% | Reduced |
| Interchange Capital Partners, LLC | 5,845 | $1.94M | 0.38% | +191+3.4% | Added |
| Highline Wealth Partners LLC | 5,835 | $1.94M | 0.52% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,821 | $1.93M | 0.63% | +282+5.1% | Added |
| First Citizens Bank & Trust Co | 5,820 | $1.93M | 0.04% | +151+2.7% | Added |
| Sapient Capital LLC | 5,633 | $1.93M | 0.03% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 5,790 | $1.92M | 1.55% | +212+3.8% | Added |
| Cornerstone Planning Group LLC | 5,320 | $1.91M | 0.32% | +74+1.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,366 | $1.90M | 0.02% | −15−0.3% | Reduced |
| Souders Financial Advisors | 5,722 | $1.90M | 0.23% | +967+20.3% | Added |
| NBC Securities, Inc. | 5,717 | $1.90M | 0.15% | −389−6.4% | Reduced |
| Insight Advisors, LLC | 5,708 | $1.90M | 0.29% | +22+0.4% | Added |
| 3Chopt Investment Partners, LLC | 5,698 | $1.89M | 0.43% | −386−6.3% | Reduced |
| Advisors Capital Management, LLC | 5,692 | $1.89M | 0.02% | +238+4.4% | Added |
| Checchi Capital Advisers, LLC | 5,673 | $1.88M | 0.13% | −705−11.1% | Reduced |
| Chesapeake Wealth Management | 5,655 | $1.88M | 0.57% | −26−0.5% | Reduced |
| Stonebrook Private Inc. | 5,646 | $1.88M | 0.41% | +8+0.1% | Added |
| Neo Ivy Capital Management | 5,640 | $1.87M | 0.46% | +5,640 | New |
| Crewe Advisors LLC | 5,634 | $1.87M | 0.18% | +170+3.1% | Added |
| Meridian Wealth Management, LLC | 5,626 | $1.87M | 0.07% | +1,229+28.0% | Added |
| KRS Capital Management, LLC | 5,602 | $1.86M | 1.12% | +42+0.8% | Added |
| Griffith & Werner, Inc. | 5,049 | $1.86M | 0.96% | +5,049 | New |
| Private Trust Co NA | 5,574 | $1.85M | 0.16% | −863−13.4% | Reduced |
| Capital Analysts, LLC | 5,528 | $1.84M | 0.05% | −133−2.3% | Reduced |
| Kestra Investment Management, LLC | 5,528 | $1.84M | 0.05% | −3,696−40.1% | Reduced |
| Northcape Wealth Management, LLC | 5,527 | $1.84M | 0.54% | 00.0% | Unchanged |
| Armis Advisers, LLC | 5,213 | $1.83M | 0.17% | +2,066+65.6% | Added |
| Gen-Wealth Partners Inc | 5,510 | $1.83M | 0.62% | +583+11.8% | Added |
| Icon Advisers Inc | 5,500 | $1.83M | 0.40% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 5,485 | $1.82M | 0.14% | +52+1.0% | Added |
| Premier Path Wealth Partners, LLC | 5,482 | $1.82M | 0.23% | −8−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 5,467 | $1.82M | 0.25% | +5+0.1% | Added |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 5,453 | $1.81M | 0.31% | −706−11.5% | Reduced |
| Northstar Advisory Group, LLC | 5,449 | $1.81M | 0.74% | −4,949−47.6% | Reduced |
| Alpine Bank Wealth Management | 5,445 | $1.81M | 0.25% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,430 | $1.80M | 0.22% | −208−3.7% | Reduced |
| Strategic Advisors LLC | 5,426 | $1.80M | 0.29% | +1,021+23.2% | Added |
| Boston Private Wealth LLC | 5,415 | $1.80M | 0.10% | −566−9.5% | Reduced |
| Invst, LLC | 5,408 | $1.80M | 0.20% | −76−1.4% | Reduced |
| NBZ Investment Advisors LLC | 5,404 | $1.79M | 0.94% | −19−0.4% | Reduced |
| Cambridge Financial Group, LLC | 5,380 | $1.79M | 0.58% | +10.0% | Added |