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 |
|---|---|---|---|---|---|
| Sage Capital Management, LLC | 2,495 | $828.7K | 0.37% | 00.0% | Unchanged |
| Sippican Capital Advisors | 2,484 | $825.1K | 0.55% | −75−2.9% | Reduced |
| Auxano Advisors, LLC | 2,483 | $824.9K | 0.18% | +4+0.2% | Added |
| Brookwood Investment Group LLC | 2,483 | $824.6K | 0.11% | −113−4.4% | Reduced |
| McLean Asset Management Corp | 2,479 | $823.1K | 0.17% | +7+0.3% | Added |
| DT Investment Partners, LLC | 2,475 | $822.1K | 0.07% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,464 | $818.7K | 0.17% | +1,412+134.2% | Added |
| Meridian Wealth Advisors, LLC | 2,464 | $818.4K | 0.12% | −44−1.8% | Reduced |
| Outfitter Financial LLC | 2,460 | $817.1K | 0.66% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,460 | $817.0K | 0.07% | −4,281−63.5% | Reduced |
| Opal Wealth Advisors, LLC | 2,447 | $812.8K | 0.23% | −153−5.9% | Reduced |
| Verity & Verity, LLC | 2,447 | $812.8K | 0.07% | −146−5.6% | Reduced |
| Secure Asset Management, LLC | 2,466 | $810.2K | 0.13% | +80+3.4% | Added |
| Arq Wealth Advisors, LLC | 2,436 | $809.1K | 0.24% | +2,436 | New |
| Millstone Evans Group, LLC | 2,430 | $807.1K | 0.51% | +43+1.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,424 | $805.0K | 0.12% | −286−10.6% | Reduced |
| VisionPoint Advisory Group, LLC | 2,414 | $801.8K | 0.16% | +88+3.8% | Added |
| Westbourne Investment Advisors, Inc. | 2,413 | $801.5K | 0.22% | −20−0.8% | Reduced |
| Trillium Asset Management, LLC | 2,404 | $799.0K | 0.02% | −229−8.7% | Reduced |
| Delta Investment Management, LLC | 2,400 | $797.3K | 0.14% | +10.0% | Added |
| Confluence Investment Management LLC | 2,400 | $797.2K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $797.2K | 0.45% | 00.0% | Unchanged |
| Nutshell Asset Management Ltd | 2,400 | $797.2K | 0.38% | +2,400 | New |
| Aviso Wealth Management | 2,399 | $796.7K | 0.35% | +2+0.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,398 | $796.5K | 0.09% | +50+2.1% | Added |
| Tower Wealth Partners, Inc. | 2,398 | $796.5K | 0.44% | +186+8.4% | Added |
| StoneX Group Inc. | 2,397 | $796.3K | 0.03% | −343−12.5% | Reduced |
| PFC Capital Group, Inc. | 2,397 | $796.0K | 0.33% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,387 | $792.9K | 0.20% | +7+0.3% | Added |
| Round Rock Advisors, LLC | 2,382 | $791.3K | 0.13% | +150+6.7% | Added |
| Consultiva Wealth Management, Corp. | 2,382 | $791.2K | 2.22% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,378 | $789.9K | 0.43% | +187+8.5% | Added |
| Marino, Stram & Associates LLC | 2,377 | $789.7K | 0.14% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,375 | $788.9K | 0.18% | 00.0% | Unchanged |
| Saranac Partners Ltd | – | $786.2K | 0.14% | – | New |
| West Family Investments, Inc. | 2,363 | $784.9K | 0.18% | +24+1.0% | Added |
| Zions Bancorporation, National Association | 2,363 | $784.9K | 0.04% | +232+10.9% | Added |
| David Loasby | 2,393 | $784.7K | 0.06% | −126−5.0% | Reduced |
| Kavar Capital Partners Group, LLC | 2,362 | $784.6K | 0.10% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 2,362 | $784.6K | 0.38% | +100+4.4% | Added |
| Diversified Enterprises, LLC | 2,358 | $783.1K | 0.05% | +34+1.5% | Added |
| Quantum Financial Advisors, LLC | 2,358 | $783.1K | 0.10% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,355 | $782.1K | 0.06% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 2,351 | $780.9K | 0.01% | 00.0% | Unchanged |
| Compass Capital Corp | 2,120 | $780.3K | 0.34% | +85+4.2% | Added |
| One Wealth Advisors, LLC | 2,348 | $779.9K | 0.10% | −2−0.1% | Reduced |
| Drucker Wealth 3.0, LLC | 2,338 | $776.8K | 0.14% | +60+2.6% | Added |
| Transcend Wealth Collective, LLC | 2,326 | $772.5K | 0.05% | +528+29.4% | Added |
| WMG Financial Advisors, LLC | 2,324 | $771.9K | 0.26% | −25−1.1% | Reduced |
| Sax Wealth Advisors, LLC | 2,323 | $771.6K | 0.04% | +275+13.4% | Added |
| Palisades Hudson Asset Management, L.P. | 2,315 | $769.0K | 0.28% | 00.0% | Unchanged |
| MWA Asset Management | 2,312 | $767.9K | 0.42% | −10.0% | Reduced |
| Athena Investment Management | 2,311 | $767.6K | 0.40% | −36−1.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,303 | $765.0K | 0.27% | +88+4.0% | Added |
| Clear Harbor Asset Management, LLC | 2,281 | $757.7K | 0.05% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,275 | $755.8K | 0.04% | +751+49.3% | Added |
| Founders Financial Securities LLC | 2,275 | $755.8K | 0.05% | −506−18.2% | Reduced |
| Strategies Wealth Advisors, LLC | 2,264 | $752.1K | 0.08% | +217+10.6% | Added |
| Roberts Capital Advisors, LLC | 2,263 | $751.7K | 0.84% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 2,259 | $750.3K | 0.24% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,250 | $747.4K | 0.03% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,245 | $745.6K | 0.12% | −57−2.5% | Reduced |
| Partnership Wealth Management, LLC | 2,240 | $744.0K | 0.57% | +2+0.1% | Added |
| MONECO Advisors, LLC | 2,237 | $743.2K | 0.06% | +104+4.9% | Added |
| Berger Financial Group, Inc | 2,232 | $741.3K | 0.04% | +31+1.4% | Added |
| Connecticut Wealth Management, LLC | 2,229 | $740.4K | 0.03% | +1,014+83.5% | Added |
| Signature Estate & Investment Advisors LLC | 2,220 | $737.3K | 0.02% | −89−3.9% | Reduced |
| Chapin Davis, Inc. | 2,218 | $736.7K | 0.18% | +10.0% | Added |
| Traphagen Investment Advisors LLC | 2,212 | $734.8K | 0.06% | +1,925+670.7% | Added |
| Howland Capital Management LLC | 2,205 | $732.4K | 0.03% | −11−0.5% | Reduced |
| Security National Bank of So Dak | 2,200 | $730.8K | 0.37% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,191 | $727.7K | 0.08% | +168+8.3% | Added |
| Quantum Private Wealth, LLC | 2,190 | $727.4K | 0.21% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 2,188 | $726.7K | 0.08% | −72−3.2% | Reduced |
| Breakwater Capital Group | 2,181 | $724.4K | 0.11% | −33−1.5% | Reduced |
| Enterprise Financial Services Corp | 2,176 | $722.8K | 0.37% | −20−0.9% | Reduced |
| Calton & Associates, Inc. | 2,169 | $720.3K | 0.11% | +61+2.9% | Added |
| Bangor Savings Bank | 2,165 | $719.1K | 0.06% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,663 | $716.5K | 0.06% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 2,153 | $715.1K | 0.18% | −2,500−53.7% | Reduced |
| Charter Trust Co | 2,152 | $714.8K | 0.04% | −15−0.7% | Reduced |
| Curat Global, LLC | 2,140 | $713.8K | 0.67% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,148 | $713.4K | 0.01% | −93−4.1% | Reduced |
| Addison Capital Co | 2,144 | $712.2K | 0.21% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,139 | $710.4K | 0.10% | +2+0.1% | Added |
| Wisconsin Wealth Advisors, LLC | 2,138 | $710.0K | 0.68% | 00.0% | Unchanged |
| Cypress Capital Group | 2,137 | $709.8K | 0.08% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 2,133 | $708.6K | 0.41% | +5+0.2% | Added |
| Cambria Investment Management, L.P. | 2,131 | $707.8K | 0.04% | +2,131 | New |
| Perennial Investment Advisors, LLC | 2,130 | $707.7K | 0.06% | −29−1.3% | Reduced |
| Future Fund LLC | 2,129 | $707.2K | 0.25% | +420+24.6% | Added |
| Golden State Equity Partners | 2,121 | $704.7K | 0.12% | +958+82.4% | Added |
| Moss Adams Wealth Advisors LLC | 2,118 | $703.6K | 0.05% | +52+2.5% | Added |
| Camden National Bank | 2,118 | $703.5K | 0.10% | −67−3.1% | Reduced |
| Wealth Architects, LLC | 2,114 | $702.2K | 0.07% | −4−0.2% | Reduced |
| Visionary Wealth Advisors | 2,112 | $701.5K | 0.03% | +759+56.1% | Added |
| Delta Financial Advisors LLC | 2,111 | $701.3K | 0.20% | +1,115+111.9% | Added |
| Waters Parkerson & Co., LLC | 2,111 | $701.2K | 0.03% | +75+3.7% | Added |
| MEMBERS Trust Co | 2,110 | $700.9K | 0.02% | −10.0% | Reduced |
| Philip James Wealth Mangement, LLC | 2,109 | $700.5K | 0.08% | −7−0.3% | Reduced |