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 |
|---|---|---|---|---|---|
| Silver Lake Advisory, LLC | 2,104 | $698.9K | 0.28% | +3+0.1% | Added |
| Macroview Investment Management LLC | 2,104 | $698.9K | 0.52% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,146 | $695.0K | 0.18% | −16−0.7% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,084 | $692.2K | 0.13% | +653+45.6% | Added |
| Oliver Luxxe Assets LLC | 2,082 | $691.6K | 0.11% | +351+20.3% | Added |
| Aries Wealth Management | 2,073 | $688.6K | 0.16% | 00.0% | Unchanged |
| LM Advisors LLC | 2,068 | $687.0K | 0.10% | 00.0% | Unchanged |
| Keystone Financial Group | 2,060 | $684.3K | 0.05% | −16−0.8% | Reduced |
| Westmount Partners, LLC | 2,081 | $683.8K | 0.18% | −996−32.4% | Reduced |
| Pacitti Group Inc. | 2,057 | $683.1K | 0.26% | +10.0% | Added |
| Financial Engines Advisors L.L.C. | 2,047 | $679.9K | 0.00% | +173+9.2% | Added |
| Thrive Wealth Management, LLC | 2,044 | $678.8K | 0.10% | +33+1.6% | Added |
| BridgePort Financial Solutions, LLC | 2,043 | $678.7K | 0.18% | +19+0.9% | Added |
| Wela Strategies, Inc. | 2,037 | $676.7K | 0.26% | −112−5.2% | Reduced |
| Adirondack Trust Co | 2,037 | $676.6K | 0.23% | −97−4.5% | Reduced |
| Atala Financial Inc | 2,032 | $674.9K | 0.43% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 2,029 | $674.0K | 0.35% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,029 | $673.9K | 0.10% | +309+18.0% | Added |
| Aberdeen Wealth Management LLC | 2,026 | $673.0K | 0.42% | −50−2.4% | Reduced |
| KKM Financial LLC | 2,025 | $672.6K | 0.21% | 00.0% | Unchanged |
| Nwam LLC | 1,929 | $672.5K | 0.04% | +612+46.5% | Added |
| Root Financial Partners, LLC | 2,023 | $671.8K | 0.04% | +692+52.0% | Added |
| Rossmore Private Capital | 2,021 | $671.2K | 0.07% | −69−3.3% | Reduced |
| KPP Advisory Services LLC | 2,020 | $671.0K | 0.10% | 00.0% | Unchanged |
| State of Wyoming | 2,016 | $669.6K | 0.08% | −61−2.9% | Reduced |
| Oxford Financial Group Ltd | 2,012 | $668.4K | 0.04% | +700+53.4% | Added |
| Sunburst Financial Group, LLC | 2,012 | $668.3K | 0.14% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,002 | $665.0K | 0.15% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 2,000 | $664.3K | 0.10% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $664.3K | 0.10% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 2,000 | $664.3K | 0.28% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,000 | $664.0K | 0.51% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,996 | $662.9K | 0.29% | +5+0.3% | Added |
| Legacy Capital Group California, Inc. | 1,986 | $659.7K | 0.17% | −39−1.9% | Reduced |
| Plan A Wealth LLC | 1,982 | $658.4K | 0.34% | +144+7.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,979 | $657.0K | 0.03% | −650−24.7% | Reduced |
| Allen Investment Management LLC | 1,976 | $656.3K | 0.01% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,973 | $655.4K | 0.22% | +188+10.5% | Added |
| Keystone Wealth Services, LLC | 1,968 | $653.6K | 0.14% | −114−5.5% | Reduced |
| Sentinus, LLC | 1,966 | $653.1K | 0.14% | +14+0.7% | Added |
| Maridea Wealth Management LLC | 1,868 | $653.0K | 0.10% | +1,022+120.8% | Added |
| Ballast Advisors LLC | 1,964 | $652.4K | 0.18% | −43−2.1% | Reduced |
| Truvestments Capital LLC | 1,963 | $652.1K | 0.12% | +877+80.8% | Added |
| Blume Capital Management, Inc. | 1,963 | $652.0K | 0.13% | −2−0.1% | Reduced |
| Ashton Thomas Securities, LLC | 1,968 | $652.0K | 0.09% | +842+74.8% | Added |
| Retirement Planning Group | 1,960 | $651.1K | 0.02% | +143+7.9% | Added |
| Tripletail Wealth Management, LLC | 1,955 | $650.9K | 0.77% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,952 | $648.4K | 0.05% | −73−3.6% | Reduced |
| Petros Family Wealth, LLC | 1,946 | $646.4K | 0.54% | +81+4.3% | Added |
| Relyea Zuckerberg Hanson LLC | 1,940 | $644.4K | 0.07% | −490−20.2% | Reduced |
| Capstone Financial Advisors, Inc. | 1,939 | $644.1K | 0.03% | +1,114+135.0% | Added |
| Tiemann Investment Advisors, LLC | 1,934 | $642.4K | 0.25% | −110−5.4% | Reduced |
| David R. Rahn & Associates Inc. | 1,934 | $642.4K | 0.16% | −84−4.2% | Reduced |
| OneAscent Financial Services LLC | 1,933 | $642.1K | 0.04% | −379−16.4% | Reduced |
| Capital Markets Trading UK LLP | 1,932 | $642.0K | 0.66% | +681+54.4% | Added |
| Independent Family Office, LLC | 1,932 | $641.7K | 0.27% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,931 | $641.3K | 0.51% | +2+0.1% | Added |
| Tang Capital Management LLC | 1,931 | $641.3K | 0.02% | −1,237−39.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,924 | $639.1K | 0.16% | −125−6.1% | Reduced |
| Francis Financial, Inc. | 1,600 | $638.4K | 0.11% | +1,600 | New |
| Kaizen Financial Strategies | 1,742 | $637.1K | 0.29% | +1,742 | New |
| Davidson Trust Co | 1,914 | $635.8K | 0.26% | −45−2.3% | Reduced |
| Raleigh Capital Management Inc. | 1,905 | $632.8K | 0.24% | −85−4.3% | Reduced |
| Wittenberg Investment Management, Inc. | 1,900 | $631.1K | 0.25% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $631.0K | 0.30% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,899 | $630.9K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,896 | $629.8K | 0.17% | +609+47.3% | Added |
| Phoenix Holdings Ltd. | 1,891 | $628.5K | 0.01% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 1,889 | $627.5K | 0.59% | 00.0% | Unchanged |
| Clarendon Private LLC | 1,888 | $627.1K | 0.57% | −152−7.5% | Reduced |
| Zullo Investment Group, Inc. | 1,882 | $625.6K | 0.23% | −6−0.3% | Reduced |
| TradeWell Securities, LLC. | 1,902 | $625.0K | 0.26% | +338+21.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,880 | $624.5K | 0.04% | −168−8.2% | Reduced |
| Mechanics Financial Corp | 1,876 | $623.1K | 0.24% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,873 | $622.0K | 0.12% | +1+0.1% | Added |
| Ridgecrest Wealth Partners, LLC | 1,870 | $621.1K | 0.28% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,869 | $620.7K | 0.01% | +40+2.2% | Added |
| Nautilus Advisors LLC | 1,862 | $618.4K | 0.42% | −23−1.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,859 | $613.4K | 0.39% | −94−4.8% | Reduced |
| Kathmere Capital Management, LLC | 1,844 | $612.5K | 0.04% | +99+5.7% | Added |
| LaSalle St. Investment Advisors, LLC | 1,843 | $612.0K | 0.11% | +118+6.8% | Added |
| Patton Albertson Miller Group, LLC | 1,837 | $610.2K | 0.07% | +1,036+129.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,831 | $608.2K | 0.06% | −8−0.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,882 | $608.1K | 0.40% | +228+13.8% | Added |
| Kelman-Lazarov, Inc. | 1,823 | $605.5K | 0.09% | +235+14.8% | Added |
| Abel Hall, LLC | 1,823 | $605.5K | 0.24% | −15−0.8% | Reduced |
| Missouri Trust & Investment Co | 1,822 | $605.2K | 0.18% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,822 | $605.2K | 0.18% | +257+16.4% | Added |
| Sivia Capital Partners, LLC | 1,821 | $604.9K | 0.17% | +83+4.8% | Added |
| Fairbanks Capital Management, Inc. | 1,821 | $604.9K | 0.33% | −4−0.2% | Reduced |
| Heritage Investment Group, Inc. | 1,821 | $604.9K | 0.10% | +140+8.3% | Added |
| Whitener Capital Management, Inc. | 1,820 | $604.5K | 0.14% | −25−1.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,817 | $603.5K | 0.27% | +115+6.8% | Added |
| Sovereign Financial Group, Inc. | 1,816 | $603.3K | 0.11% | +52+2.9% | Added |
| Waldron Private Wealth LLC | 1,812 | $601.9K | 0.02% | +345+23.5% | Added |
| Centurion Wealth Management LLC | 1,810 | $601.2K | 0.14% | +1,000+123.5% | Added |
| Smith, Moore & Co. | 1,808 | $600.4K | 0.05% | +250+16.0% | Added |
| Flagship Private Wealth, LLC | 1,806 | $599.9K | 0.24% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,793 | $595.6K | 0.32% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,793 | $595.5K | 0.08% | 00.0% | Unchanged |