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
- 1,043 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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 3,009 | $999.5K | 0.10% | +375+14.2% | Added |
| Reynders McVeigh Capital Management, LLC | 3,004 | $998.0K | 0.05% | −10.0% | Reduced |
| Legacy Wealth Management, LLC | 3,000 | $996.5K | 0.30% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,000 | $996.5K | 0.18% | 00.0% | Unchanged |
| Cooper Financial Group | 2,998 | $995.8K | 0.11% | −14−0.5% | Reduced |
| Ocean Capital Management, LLC | 2,995 | $994.8K | 0.20% | −47−1.5% | Reduced |
| Angeles Wealth Management, LLC | 2,955 | $981.5K | 0.06% | +48+1.7% | Added |
| Chapman Financial Group, LLC | 2,953 | $980.9K | 0.68% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,952 | $980.5K | 0.14% | −308−9.4% | Reduced |
| Tradition Wealth Management, LLC | 2,952 | $980.5K | 0.07% | −183−5.8% | Reduced |
| Trust Co of Virginia | 2,949 | $979.5K | 0.08% | −111−3.6% | Reduced |
| Mattern Capital Management, LLC | 2,940 | $976.5K | 0.11% | +418+16.6% | Added |
| Creekmur Asset Management LLC | 2,933 | $974.3K | 0.16% | −881−23.1% | Reduced |
| Centennial Bank | 2,931 | $973.6K | 0.38% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,922 | $970.6K | 0.10% | +31+1.1% | Added |
| Belpointe Asset Management LLC | 2,920 | $970.1K | 0.04% | −635−17.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,910 | $966.7K | 0.14% | +29+1.0% | Added |
| Cambridge Advisors Inc. | 2,910 | $966.6K | 0.19% | 00.0% | Unchanged |
| LongView Wealth Management | 2,904 | $964.5K | 0.26% | +4+0.1% | Added |
| CTC Alternative Strategies, Ltd. | 2,900 | $963.3K | 1.61% | +1,920+195.9% | Added |
| Two Sigma Securities, LLC | 2,895 | $961.6K | 0.14% | +2,895 | New |
| one8zero8, LLC | 2,880 | $956.6K | 0.21% | +60+2.1% | Added |
| SPC Financial, Inc. | 2,866 | $951.8K | 0.07% | +32+1.1% | Added |
| Outlook Wealth Advisors, LLC | 2,864 | $951.3K | 0.24% | −73−2.5% | Reduced |
| Purus Wealth Management, LLC | 2,859 | $949.7K | 0.30% | −22−0.8% | Reduced |
| Guardian Wealth Advisors, LLC | 2,856 | $948.8K | 0.06% | +70+2.5% | Added |
| BankPlus Trust Department | 2,852 | $947.3K | 0.25% | +29+1.0% | Added |
| Legal Advantage Investments, Inc. | 2,850 | $946.7K | 0.43% | 00.0% | Unchanged |
| United Community Bank | 2,849 | $946.3K | 0.29% | +77+2.8% | Added |
| MFA Wealth Services | 2,845 | $945.1K | 0.65% | +57+2.0% | Added |
| Ridgewood Investments LLC | 2,817 | $935.7K | 0.39% | +9+0.3% | Added |
| Brucke Financial, Inc. | 2,593 | $935.4K | 0.55% | −478−15.6% | Reduced |
| Basepoint Wealth LLC | 2,807 | $932.5K | 0.66% | −24−0.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,807 | $932.4K | 0.04% | +1,797+177.9% | Added |
| Yoffe Investment Management, LLC | 2,804 | $931.4K | 1.21% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $930.7K | 0.10% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 2,802 | $930.7K | 0.08% | +40+1.4% | Added |
| Essex Savings Bank | 2,802 | $930.7K | 0.21% | −98−3.4% | Reduced |
| Warther Private Wealth, LLC | 2,800 | $930.0K | 0.22% | −19−0.7% | Reduced |
| Kearns & Associates LLC | 2,800 | $930.0K | 0.49% | 00.0% | Unchanged |
| Icapital Wealth LLC | 2,800 | $930.0K | 0.51% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,793 | $927.7K | 0.04% | −151−5.1% | Reduced |
| Catalyst Financial Partners LLC | 2,792 | $927.4K | 0.11% | +90+3.3% | Added |
| Fortune Financial Advisors, LLC | 2,791 | $927.1K | 0.70% | −4−0.1% | Reduced |
| Benin Management CORP | 2,789 | $926.4K | 0.22% | +26+0.9% | Added |
| Hobbs Group Advisors, LLC | 2,781 | $923.7K | 0.29% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,780 | $923.4K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,852 | $919.8K | 0.07% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,765 | $918.5K | 0.03% | +663+31.5% | Added |
| Phoenix Wealth Advisors | 2,751 | $913.9K | 0.35% | +619+29.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,750 | $913.4K | 0.10% | −10.0% | Reduced |
| Indiana Trust & Investment Management CO | 2,745 | $911.8K | 0.28% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,742 | $910.8K | 0.28% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,742 | $910.7K | 0.12% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,739 | $909.9K | 0.06% | +1,293+89.4% | Added |
| Ausdal Financial Partners, Inc. | 2,738 | $909.4K | 0.04% | +1,390+103.1% | Added |
| Midwest Financial Group LLC | 2,733 | $907.8K | 0.43% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,371 | $907.0K | 0.11% | −396−14.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,729 | $906.6K | 0.20% | +1,912+234.0% | Added |
| Mangrove Partners | 2,725 | $905.1K | 0.08% | +2,725 | New |
| Orleans Capital Management Corp | 2,715 | $901.8K | 0.58% | −1,230−31.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,710 | $900.2K | 0.11% | −38−1.4% | Reduced |
| Hunter Associates Investment Management LLC | 2,704 | $898.0K | 0.12% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,696 | $895.5K | 0.24% | −560−17.2% | Reduced |
| Triangle Securities Wealth Management | 2,688 | $892.8K | 0.20% | +689+34.5% | Added |
| Borer Denton & Associates, Inc. | 2,687 | $892.5K | 0.29% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 2,680 | $890.2K | 0.10% | −641−19.3% | Reduced |
| Exchange Bank | 2,679 | $889.9K | 0.62% | −140−5.0% | Reduced |
| LS Investment Advisors, LLC | 2,676 | $888.9K | 0.13% | +270+11.2% | Added |
| Castleark Management LLC | 2,675 | $888.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,667 | $885.9K | 0.28% | +497+22.9% | Added |
| Provenance Wealth Advisors, LLC | 2,664 | $884.9K | 0.11% | 00.0% | Unchanged |
| Keel Point, LLC | 2,659 | $883.4K | 0.05% | −53−2.0% | Reduced |
| Channel Wealth LLC | 2,651 | $880.6K | 0.24% | −165−5.9% | Reduced |
| Numerai GP LLC | 2,649 | $879.9K | 0.12% | +2,649 | New |
| Cherry Tree Wealth Management, LLC | 2,646 | $878.8K | 0.19% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 2,645 | $878.6K | 0.53% | +845+46.9% | Added |
| RFP Financial Group LLC | 2,658 | $877.3K | 0.36% | +14+0.5% | Added |
| Waddell & Associates, LLC | 2,638 | $876.2K | 0.07% | +10+0.4% | Added |
| LGT Fund Management Co Ltd. | 2,665 | $875.6K | 0.07% | +745+38.8% | Added |
| Umpqua Bank | 2,635 | $871.3K | 0.24% | +16+0.6% | Added |
| Marietta Investment Partners LLC | 2,621 | $870.6K | 0.17% | +23+0.9% | Added |
| Aft, Forsyth & Company, Inc. | 2,616 | $868.9K | 0.42% | −40−1.5% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $863.6K | 0.20% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,599 | $863.3K | 0.40% | +3+0.1% | Added |
| Brian Low Financial Group, LLC | 2,596 | $862.3K | 0.67% | +2,596 | New |
| Central Bank & Trust Co | 2,591 | $860.6K | 0.14% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 2,589 | $860.0K | 0.37% | +89+3.6% | Added |
| Oak Thistle LLC | 2,580 | $857.0K | 0.13% | +2,580 | New |
| Unified Investment Management | 2,561 | $850.5K | 0.85% | −68−2.6% | Reduced |
| Kozak & Associates, Inc. | 2,484 | $847.6K | 0.17% | +46+1.9% | Added |
| Avantax Planning Partners, Inc. | 2,538 | $843.1K | 0.02% | −287−10.2% | Reduced |
| SGL Investment Advisors, Inc. | 2,331 | $842.9K | 0.35% | +94+4.2% | Added |
| Burt Wealth Advisors | 2,521 | $837.4K | 0.21% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,520 | $837.0K | 0.03% | +264+11.7% | Added |
| Arvest Investments, Inc. | 2,515 | $835.4K | 0.12% | −32−1.3% | Reduced |
| Millington Financial Advisors, LLC | 2,580 | $833.8K | 0.40% | +7+0.3% | Added |
| CoreFirst Bank & Trust | 2,508 | $833.1K | 0.45% | −300−10.7% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $832.4K | 0.35% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,496 | $829.1K | 0.05% | −74−2.9% | Reduced |