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
- 2,759
- +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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 3,720 | $1.24M | 0.15% | +3,720 | New |
| Gratus Wealth Advisors, LLC | 3,712 | $1.23M | 0.17% | +28+0.8% | Added |
| Financial Management Network Inc | 3,711 | $1.23M | 0.20% | +396+11.9% | Added |
| Soltis Investment Advisors LLC | 3,706 | $1.23M | 0.09% | +45+1.2% | Added |
| Ieq Capital, LLC | 3,694 | $1.23M | 0.00% | −5,735−60.8% | Reduced |
| United Asset Strategies, Inc. | 3,689 | $1.23M | 0.10% | −108−2.8% | Reduced |
| Leo Wealth, LLC | 3,683 | $1.22M | 0.16% | −1,868−33.7% | Reduced |
| Clayton Financial Group LLC | 3,683 | $1.22M | 0.89% | +3,683 | New |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.22M | 0.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,660 | $1.22M | 0.15% | +192+5.5% | Added |
| Global Trust Asset Management, LLC | 3,646 | $1.21M | 0.55% | +662+22.2% | Added |
| MJP Associates Inc | 3,645 | $1.21M | 0.16% | −53−1.4% | Reduced |
| Florida Financial Advisors, LLC | 3,641 | $1.21M | 0.37% | +727+24.9% | Added |
| Northside Capital Management, LLC | 3,613 | $1.20M | 0.11% | 00.0% | Unchanged |
| Saybrook Capital | 3,600 | $1.20M | 0.31% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,597 | $1.19M | 0.09% | −62−1.7% | Reduced |
| Philadelphia Trust Co | 3,595 | $1.19M | 0.08% | 00.0% | Unchanged |
| Enclave Advisors LLC | 3,591 | $1.19M | 0.18% | +2,244+166.6% | Added |
| Oak Asset Management, LLC | 3,580 | $1.19M | 0.41% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,570 | $1.19M | 0.14% | −563−13.6% | Reduced |
| Portus Wealth Advisors, LLC | 3,557 | $1.18M | 1.18% | +3,557 | New |
| Paul Damon & Associates, Inc. | 3,555 | $1.18M | 0.56% | +313+9.7% | Added |
| Midland Wealth Advisors LLC | 3,552 | $1.18M | 0.06% | −287−7.5% | Reduced |
| Pathway Financial Advisers, LLC | 3,584 | $1.18M | 0.34% | +224+6.7% | Added |
| Banque Transatlantique SA | 3,547 | $1.18M | 0.03% | −205−5.5% | Reduced |
| Profit Investment Management, LLC | 3,541 | $1.18M | 1.48% | −976−21.6% | Reduced |
| Schear Investment Advisers, LLC | 3,539 | $1.18M | 0.52% | +103+3.0% | Added |
| Sanders Morris Harris LLC | 3,531 | $1.17M | 0.15% | +3,531 | New |
| Texas Yale Capital Corp. | 3,523 | $1.17M | 0.04% | +175+5.2% | Added |
| Kovack Advisors, Inc. | 3,517 | $1.17M | 0.11% | −73−2.0% | Reduced |
| Crumly & Associates Inc. | 3,516 | $1.17M | 0.26% | +1,516+75.8% | Added |
| Clarius Group, LLC | 3,506 | $1.16M | 0.07% | −698−16.6% | Reduced |
| Pure Financial Advisors, Inc. | 3,502 | $1.16M | 0.02% | −39−1.1% | Reduced |
| Blueshift Asset Management, LLC | 3,500 | $1.16M | 0.36% | −377−9.7% | Reduced |
| Hills Bank & Trust Co | 3,487 | $1.16M | 0.07% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,479 | $1.16M | 0.12% | +215+6.6% | Added |
| Revisor Wealth Management LLC | 3,554 | $1.15M | 0.40% | +113+3.3% | Added |
| Alerus Financial NA | 3,467 | $1.15M | 0.06% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 3,467 | $1.15M | 0.40% | +53+1.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,466 | $1.15M | 0.10% | +1,699+96.2% | Added |
| Strategic Investment Advisors | 3,463 | $1.15M | 0.10% | −502−12.7% | Reduced |
| Founders Financial Alliance, LLC | 3,460 | $1.15M | 0.22% | +580+20.1% | Added |
| Alexander Randolph Advisory, Inc. | 3,453 | $1.15M | 0.95% | −35−1.0% | Reduced |
| Portside Wealth Group, LLC | 3,449 | $1.15M | 0.16% | +316+10.1% | Added |
| Defined Wealth Management, LLC | 3,433 | $1.14M | 0.66% | +5+0.1% | Added |
| Watts Gwilliam & Co., LLC | 3,417 | $1.14M | 0.18% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 3,417 | $1.13M | 0.14% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,415 | $1.13M | 0.06% | +1,691+98.1% | Added |
| Altfest L J & Co Inc | 3,404 | $1.13M | 0.13% | −33−1.0% | Reduced |
| Platform Technology Partners | 3,404 | $1.13M | 0.27% | −98−2.8% | Reduced |
| Embree Financial Group | 3,396 | $1.13M | 0.15% | −10.0% | Reduced |
| Weaver Capital Management LLC | 3,394 | $1.13M | 0.25% | +313+10.2% | Added |
| Hendley & Co Inc | 3,390 | $1.13M | 0.37% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,384 | $1.12M | 0.17% | −502−12.9% | Reduced |
| Sigma Investment Counselors Inc | 3,378 | $1.12M | 0.06% | +2+0.1% | Added |
| Conway Capital Management, Inc. | 3,375 | $1.12M | 0.47% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,367 | $1.12M | 0.86% | +26+0.8% | Added |
| Lewis Asset Management, LLC | 3,366 | $1.12M | 0.46% | −98−2.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,357 | $1.12M | 0.27% | +39+1.2% | Added |
| PDS Planning, Inc | 3,355 | $1.11M | 0.08% | −3−0.1% | Reduced |
| Bell Bank | 3,333 | $1.11M | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,324 | $1.10M | 0.08% | +42+1.3% | Added |
| Volterra Technologies LP | 3,324 | $1.10M | 0.73% | +3,324 | New |
| Great Valley Advisor Group, Inc. | 3,320 | $1.10M | 0.02% | +173+5.5% | Added |
| Values First Advisors, Inc. | 3,316 | $1.10M | 0.59% | +520+18.6% | Added |
| Bahl & Gaynor Inc | 3,298 | $1.10M | 0.01% | +7+0.2% | Added |
| Richwood Investment Advisors, LLC | 3,291 | $1.09M | 0.86% | −10.0% | Reduced |
| CFO4Life Group, LLC | 3,285 | $1.09M | 0.16% | +38+1.2% | Added |
| Childress Capital Advisors, LLC | 3,285 | $1.09M | 0.20% | +525+19.0% | Added |
| Ameritas Advisory Services, LLC | 3,268 | $1.09M | 0.07% | −210−6.0% | Reduced |
| Continuum Advisory, LLC | 3,267 | $1.09M | 0.11% | −25−0.8% | Reduced |
| Milestone Asset Management, LLC | 3,265 | $1.08M | 0.21% | +480+17.2% | Added |
| Cetera Trust Company, N.A | 3,260 | $1.08M | 0.61% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,260 | $1.08M | 0.01% | −13,803−80.9% | Reduced |
| Green Harvest Asset Management LLC | 3,256 | $1.08M | 0.02% | +59+1.8% | Added |
| ZEGA Investments, LLC | 3,252 | $1.08M | 0.25% | +3,252 | New |
| Cornerstone Wealth Group, LLC | 3,250 | $1.08M | 0.07% | +76+2.4% | Added |
| MCF Advisors LLC | 3,233 | $1.07M | 0.07% | +585+22.1% | Added |
| Nilsine Partners, LLC | 3,227 | $1.07M | 0.10% | +446+16.0% | Added |
| Navellier & Associates Inc | 3,226 | $1.07M | 0.11% | +1,526+89.8% | Added |
| Main Street Financial Solutions, LLC | 3,222 | $1.07M | 0.07% | +604+23.1% | Added |
| Advisory Alpha, LLC | 3,233 | $1.07M | 0.03% | +956+42.0% | Added |
| Custom Index Systems, LLC | 3,199 | $1.06M | 0.32% | +1,919+149.9% | Added |
| Westfuller Advisors, LLC | 3,188 | $1.06M | 0.48% | +1,840+136.5% | Added |
| Duncker Streett & Co Inc | 3,186 | $1.06M | 0.18% | +586+22.5% | Added |
| US Asset Management LLC | 3,183 | $1.06M | 0.87% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,179 | $1.06M | 0.07% | +470+17.3% | Added |
| Geneos Wealth Management Inc. | 3,137 | $1.04M | 0.03% | −662−17.4% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 3,122 | $1.04M | 0.68% | +1,339+75.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,107 | $1.03M | 0.06% | +763+32.6% | Added |
| Clean Yield Group | 3,095 | $1.03M | 0.29% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,165 | $1.02M | 0.11% | −286−8.3% | Reduced |
| Matrix Asset Advisors Inc | 3,068 | $1.02M | 0.09% | −148−4.6% | Reduced |
| Seven Mile Advisory | 3,062 | $1.02M | 0.16% | +776+33.9% | Added |
| Harbour Investment Management LLC | 3,050 | $1.01M | 0.44% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,049 | $1.01M | 0.10% | −123−3.9% | Reduced |
| Strategic Blueprint, LLC | 3,049 | $1.01M | 0.04% | +22+0.7% | Added |
| Quotient Wealth Partners, LLC | 3,035 | $1.01M | 0.03% | +83+2.8% | Added |
| Scissortail Wealth Management, LLC | 3,017 | $1.00M | 0.22% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 3,010 | $1.00M | 0.46% | +2+0.1% | Added |