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 |
|---|---|---|---|---|---|
| Strategic Advocates LLC | 5,376 | $1.79M | 0.47% | +1,014+23.2% | Added |
| Lawson Kroeker Investment Management Inc | 5,338 | $1.77M | 0.32% | 00.0% | Unchanged |
| Wealth Alliance | 5,338 | $1.77M | 0.18% | −79−1.5% | Reduced |
| Aaron Wealth Advisors | 5,330 | $1.77M | 0.11% | +943+21.5% | Added |
| Notis-McConarty Edward | 5,304 | $1.76M | 0.82% | +1,472+38.4% | Added |
| Vectors Research Management, LLC | 5,289 | $1.76M | 0.55% | +100+1.9% | Added |
| Aspire Private Capital, LLC | 5,283 | $1.75M | 0.39% | +266+5.3% | Added |
| Winton Group Ltd | 5,270 | $1.75M | 0.07% | −21,006−79.9% | Reduced |
| Sirios Capital Management L P | 5,269 | $1.75M | 0.23% | −98−1.8% | Reduced |
| Cigna Investments Inc | 5,255 | $1.75M | 0.25% | −192−3.5% | Reduced |
| First International Bank & Trust | 5,255 | $1.75M | 0.61% | +184+3.6% | Added |
| DF Dent & Co Inc | 5,253 | $1.74M | 0.02% | +4,478+577.8% | Added |
| Norden Group LLC | 5,225 | $1.74M | 0.18% | −143−2.7% | Reduced |
| CWA Asset Management Group, LLC | 5,222 | $1.73M | 0.06% | +291+5.9% | Added |
| Rydar Equities, Inc. | 5,263 | $1.73M | 1.39% | −147−2.7% | Reduced |
| Ramirez Asset Management, Inc. | 5,199 | $1.73M | 0.24% | −9−0.2% | Reduced |
| Ledyard National Bank | 5,181 | $1.72M | 0.15% | −33−0.6% | Reduced |
| PFG Advisors | 5,179 | $1.72M | 0.07% | +120+2.4% | Added |
| Fidelis Capital Partners, LLC | 5,179 | $1.72M | 0.13% | −48−0.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,161 | $1.71M | 0.09% | −374−6.8% | Reduced |
| Garde Capital, Inc. | 5,157 | $1.71M | 0.09% | +171+3.4% | Added |
| William Allan, LLC | 5,156 | $1.71M | 0.96% | −176−3.3% | Reduced |
| Delaney Dennis R | 5,153 | $1.71M | 0.86% | +1,611+45.5% | Added |
| Focus Financial Network, Inc. | 5,147 | $1.71M | 0.06% | −20.0% | Reduced |
| Sterling Wealth Management, Inc. | 5,136 | $1.71M | 0.52% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 5,130 | $1.70M | 0.29% | +290+6.0% | Added |
| Alps Advisors Inc | 5,125 | $1.70M | 0.01% | +122+2.4% | Added |
| AXA S.A. | 5,117 | $1.70M | 0.85% | −664,798−99.2% | Reduced |
| S.A. Mason LLC | 5,113 | $1.70M | 0.75% | +10.0% | Added |
| Factorial Partners, LLC | 5,100 | $1.69M | 1.17% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,088 | $1.69M | 0.45% | 00.0% | Unchanged |
| Spinnaker Trust | 5,079 | $1.69M | 0.09% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 5,075 | $1.69M | 0.08% | +829+19.5% | Added |
| Bradyco, Inc. | 5,074 | $1.69M | 1.91% | 00.0% | Unchanged |
| Advisory Research Inc | 5,071 | $1.68M | 0.22% | −230−4.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,069 | $1.68M | 1.45% | −55−1.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,059 | $1.68M | 0.07% | +66+1.3% | Added |
| Dempze Nancy E | 5,058 | $1.68M | 0.92% | +1,599+46.2% | Added |
| Pecaut & Co. | 5,050 | $1.68M | 0.54% | −69−1.3% | Reduced |
| Csenge Advisory Group | 5,044 | $1.68M | 0.08% | −1,971−28.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,044 | $1.68M | 1.22% | −175−3.4% | Reduced |
| Bank of Hawaii | 5,040 | $1.67M | 0.08% | −319−6.0% | Reduced |
| Weik Capital Management | 5,038 | $1.67M | 0.62% | −100−1.9% | Reduced |
| Stratos Wealth Advisors, LLC | 5,023 | $1.67M | 0.08% | −286−5.4% | Reduced |
| Wellington Shields & Co., LLC | 5,019 | $1.67M | 0.43% | +20+0.4% | Added |
| Baker Avenue Asset Management, LP | 5,008 | $1.66M | 0.04% | +100+2.0% | Added |
| Portfolio Design Labs, LLC | 5,004 | $1.66M | 0.29% | +5,004 | New |
| Spirit of America Management Corp | 5,000 | $1.66M | 0.33% | 00.0% | Unchanged |
| Ulysses Management LLC | 5,000 | $1.66M | 0.39% | +1,000+25.0% | Added |
| Acropolis Investment Management, LLC | 5,203 | $1.66M | 0.08% | +3,026+139.0% | Added |
| Nicholas Hoffman & Company, LLC. | 4,996 | $1.66M | 0.04% | −1,864−27.2% | Reduced |
| WSFS Capital Management, LLC | 4,994 | $1.66M | 0.08% | −345−6.5% | Reduced |
| Rockland Trust Co | 4,982 | $1.65M | 0.07% | −176−3.4% | Reduced |
| Accredited Investors Inc. | 4,968 | $1.65M | 0.09% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 4,948 | $1.64M | 0.05% | −276−5.3% | Reduced |
| Everhart Financial Group, Inc. | 4,946 | $1.64M | 0.16% | +692+16.3% | Added |
| Colonial Trust Co | 4,916 | $1.63M | 0.22% | +84+1.7% | Added |
| Ignite Planners, LLC | 4,913 | $1.63M | 0.27% | +90+1.9% | Added |
| Beaumont Asset Management, L.L.C. | 4,884 | $1.62M | 0.82% | +46+1.0% | Added |
| Carr Financial Group Corp | 4,884 | $1.62M | 0.45% | +97+2.0% | Added |
| Larson Financial Group LLC | 4,836 | $1.61M | 0.06% | +429+9.7% | Added |
| Harbor Investment Advisory, LLC | 4,799 | $1.59M | 0.13% | −245−4.9% | Reduced |
| Argentarii, LLC | 4,793 | $1.59M | 0.68% | +10.0% | Added |
| First Affirmative Financial Network | 4,792 | $1.59M | 0.75% | +121+2.6% | Added |
| Muirfield Wealth Advisors LLC | 4,779 | $1.59M | 1.18% | +13+0.3% | Added |
| Minot DeBlois Advisors LLC | 4,777 | $1.59M | 1.44% | +35+0.7% | Added |
| Patten & Patten Inc | 4,774 | $1.59M | 0.09% | −266−5.3% | Reduced |
| First Dallas Securities Inc. | 4,774 | $1.59M | 0.59% | −99−2.0% | Reduced |
| Saxon Interests, Inc. | 4,777 | $1.58M | 0.62% | +175+3.8% | Added |
| Aventura Private Wealth, LLC | 4,762 | $1.58M | 0.58% | +102+2.2% | Added |
| Arbor Capital Management Inc | 4,765 | $1.58M | 1.27% | −428−8.2% | Reduced |
| Spirepoint Private Client, LLC | 4,750 | $1.58M | 0.17% | +342+7.8% | Added |
| Simmons Bank | 4,738 | $1.57M | 0.10% | −45−0.9% | Reduced |
| Fullcircle Wealth LLC | 4,365 | $1.57M | 0.55% | −49−1.1% | Reduced |
| Investment Research Partners LLC | 4,391 | $1.57M | 0.71% | +4,391 | New |
| TCI Wealth Advisors, Inc. | 4,731 | $1.57M | 0.09% | +58+1.2% | Added |
| Jennison Associates LLC | 4,726 | $1.57M | 0.00% | −9,427−66.6% | Reduced |
| Mystic Asset Management, Inc. | 4,712 | $1.57M | 0.35% | −30−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,706 | $1.56M | 0.06% | −152−3.1% | Reduced |
| North Star Investment Management Corp. | 4,688 | $1.56M | 0.10% | +3+0.1% | Added |
| Woodstock Corp | 4,656 | $1.55M | 0.13% | −170−3.5% | Reduced |
| Leisure Capital Management | 4,655 | $1.55M | 0.53% | 00.0% | Unchanged |
| Delphi Management Inc | 4,641 | $1.54M | 1.43% | −42−0.9% | Reduced |
| Pflug Koory, LLC | 4,636 | $1.54M | 0.73% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 4,633 | $1.54M | 0.25% | +1,345+40.9% | Added |
| Trust Point Inc. | 4,619 | $1.53M | 0.12% | +4,619 | New |
| Barden Capital Management, Inc. | 4,618 | $1.53M | 1.28% | +20+0.4% | Added |
| Magnus Financial Group LLC | 4,598 | $1.53M | 0.12% | +49+1.1% | Added |
| Twelve Points Wealth Management LLC | 4,597 | $1.53M | 0.38% | 00.0% | Unchanged |
| Guardian Investment Management | 4,592 | $1.53M | 1.33% | +4,592 | New |
| Sentry LLC | 4,591 | $1.52M | 0.38% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,580 | $1.52M | 0.30% | +17+0.4% | Added |
| Buckingham Strategic Partners | 4,366 | $1.51M | 0.02% | −188−4.1% | Reduced |
| Doliver Advisors, LP | 4,533 | $1.51M | 0.39% | −33−0.7% | Reduced |
| Coastal Investment Advisors, Inc. | 4,529 | $1.50M | 0.50% | +482+11.9% | Added |
| Wealthcare Advisory Partners LLC | 4,518 | $1.50M | 0.03% | +37+0.8% | Added |
| Tufton Capital Management | 4,513 | $1.50M | 0.27% | +1,300+40.5% | Added |
| GTS Securities LLC | 4,512 | $1.50M | 0.06% | +2,721+151.9% | Added |
| Elefante Mark B | 4,508 | $1.50M | 0.96% | +1,899+72.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $1.49M | 0.79% | −500−10.0% | Reduced |