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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 1,791 | $594.9K | 0.08% | +142+8.6% | Added |
| Legacy Financial Strategies, LLC | 1,790 | $594.6K | 0.11% | +32+1.8% | Added |
| Eisler Capital Management Ltd. | 1,726 | $591.7K | 0.01% | +1,726 | New |
| Thompson Investment Management, Inc. | 1,781 | $591.6K | 0.08% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,780 | $591.0K | 0.08% | +55+3.2% | Added |
| Schubert & Co | 1,779 | $590.9K | 0.43% | −47−2.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,779 | $590.9K | 0.14% | +137+8.3% | Added |
| Davis R M Inc | 1,778 | $590.6K | 0.01% | −76−4.1% | Reduced |
| Alteri Wealth LLC | 1,775 | $589.7K | 0.20% | −10−0.6% | Reduced |
| Capital Advisors Inc | 1,772 | $588.4K | 0.01% | −344−16.3% | Reduced |
| Old North State Trust, LLC | 1,768 | $587.0K | 0.36% | +251+16.5% | Added |
| Diametric Capital, LP | 1,766 | $586.6K | 0.22% | +1,766 | New |
| Sage Private Wealth Group, LLC | 1,766 | $586.6K | 0.33% | −5−0.3% | Reduced |
| Stanley-Laman Group, Ltd. | 1,764 | $585.9K | 0.08% | −271−13.3% | Reduced |
| RNC Capital Management LLC | 1,760 | $584.6K | 0.03% | −20−1.1% | Reduced |
| Liberty Wealth Management LLC | 1,754 | $582.5K | 0.08% | +3+0.2% | Added |
| Trustmark National Bank Trust Department | 1,748 | $580.6K | 0.04% | +218+14.2% | Added |
| Reyes Financial Architecture, Inc. | 1,743 | $579.0K | 0.39% | +31+1.8% | Added |
| Cary Street Partner Investment Advisory LLC | 1,742 | $578.6K | 0.24% | +128+7.9% | Added |
| Heritage Wealth Management, Inc. | 1,742 | $578.6K | 0.17% | −92−5.0% | Reduced |
| Ellis Investment Partners, LLC | 1,739 | $577.7K | 0.10% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,737 | $577.0K | 0.10% | −123−6.6% | Reduced |
| Barton Investment Management | 1,735 | $576.3K | 0.06% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,733 | $575.7K | 0.10% | −66−3.7% | Reduced |
| True North Advisors, LLC | 1,731 | $574.9K | 0.09% | +48+2.9% | Added |
| Fox Run Management, L.L.C. | 1,730 | $574.6K | 0.09% | +1,730 | New |
| Davis Investment Partners, LLC | 1,745 | $573.5K | 0.20% | −320−15.5% | Reduced |
| Ancora Advisors, LLC | 1,726 | $573.2K | 0.01% | +84+5.1% | Added |
| Centaurus Financial, Inc. | 1,724 | $573.0K | 0.03% | +5+0.3% | Added |
| Herold Advisors, Inc. | 1,723 | $572.3K | 0.13% | −945−35.4% | Reduced |
| Cache Advisors, LLC | 1,708 | $567.3K | 0.10% | 00.0% | Unchanged |
| North Capital, Inc. | 1,707 | $567.1K | 0.44% | +152+9.8% | Added |
| Lake Street Financial LLC | 1,704 | $566.0K | 0.07% | −5−0.3% | Reduced |
| Harbour Trust & Investment Management Co | 1,702 | $565.3K | 0.06% | +15+0.9% | Added |
| Zevenbergen Capital Investments LLC | 1,700 | $564.7K | 0.01% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,699 | $564.4K | 0.03% | +10+0.6% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 1,696 | $563.4K | 0.25% | +1,696 | New |
| Victory Financial Group, LLC | 1,695 | $563.3K | 0.08% | −22−1.3% | Reduced |
| Arcataur Capital Management LLC | 1,688 | $560.7K | 0.16% | −72−4.1% | Reduced |
| Silver Oak Securities, Inc | 1,687 | $560.5K | 0.04% | +69+4.3% | Added |
| TFR Capital, LLC. | 1,687 | $560.4K | 0.19% | +14+0.8% | Added |
| Acadian Asset Management LLC | 1,683 | $558.0K | 0.00% | −727−30.2% | Reduced |
| Fountainhead AM, LLC | 1,679 | $557.6K | 0.07% | +4+0.2% | Added |
| Prelude Capital Management, LLC | 1,676 | $556.7K | 0.04% | +1,676 | New |
| Oxbow Advisors, LLC | 1,672 | $555.4K | 0.05% | −32−1.9% | Reduced |
| Centric Wealth Management | 1,538 | $554.8K | 0.12% | +19+1.3% | Added |
| Motco | 1,668 | $554.0K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,667 | $553.7K | 0.11% | +985+144.4% | Added |
| Optas, LLC | 1,664 | $552.7K | 0.09% | +235+16.4% | Added |
| Trilogy Capital Inc. | 1,661 | $551.7K | 0.03% | −10−0.6% | Reduced |
| NFP Retirement, Inc. | 1,653 | $549.1K | 0.04% | −55−3.2% | Reduced |
| Blue Fin Capital, Inc. | 1,651 | $548.3K | 0.09% | −173−9.5% | Reduced |
| Foster & Motley Inc | 1,651 | $548.0K | 0.03% | +4+0.2% | Added |
| Brown Miller Wealth Management, LLC | 1,646 | $546.7K | 0.15% | +6+0.4% | Added |
| Simplicity Wealth,LLC | 1,646 | $546.7K | 0.03% | −526−24.2% | Reduced |
| 1858 Wealth Management, LLC | 1,645 | $546.4K | 0.38% | −54−3.2% | Reduced |
| RiverFront Investment Group, LLC | 1,643 | $545.7K | 0.01% | −573−25.9% | Reduced |
| Acorn Wealth Advisors, LLC | 1,642 | $545.3K | 0.17% | −1−0.1% | Reduced |
| Tyche Wealth Partners LLC | 1,634 | $542.8K | 0.10% | +41+2.6% | Added |
| Dearborn Partners LLC | 1,634 | $542.7K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 1,632 | $542.1K | 0.02% | +113+7.4% | Added |
| Silverlake Wealth Management LLC | 1,631 | $541.9K | 0.13% | −126−7.2% | Reduced |
| Strive Asset Management, LLC | 1,628 | $540.8K | 0.29% | −71−4.2% | Reduced |
| Solidarilty Wealth, LLC | 1,627 | $540.4K | 0.12% | −7,748−82.6% | Reduced |
| Bank of Jackson Hole Trust | 1,621 | $538.4K | 0.27% | +695+75.1% | Added |
| CenterBook Partners LP | 1,619 | $537.8K | 0.03% | +173+12.0% | Added |
| Peterson Wealth Services | 2,048 | $537.2K | 0.13% | +433+26.8% | Added |
| Howe & Rusling Inc | 1,615 | $536.4K | 0.04% | −333−17.1% | Reduced |
| Rockbridge Investment Management, LCC | 1,615 | $536.4K | 0.05% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,615 | $536.4K | 0.03% | +1,615 | New |
| Valmark Advisers, Inc. | 1,615 | $536.4K | 0.01% | +17+1.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,612 | $535.6K | 0.16% | +2+0.1% | Added |
| Richard W. Paul & Associates, LLC | 1,610 | $534.6K | 0.18% | −11−0.7% | Reduced |
| Fragasso Group Inc. | 1,614 | $532.9K | 0.03% | +29+1.8% | Added |
| Pettyjohn, Wood & White, Inc | 1,603 | $532.5K | 0.09% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,603 | $532.5K | 0.05% | +103+6.9% | Added |
| Paradigm Asset Management Co LLC | 1,600 | $531.5K | 0.12% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,599 | $531.1K | 0.08% | 00.0% | Unchanged |
| City Holding Co | 1,596 | $530.1K | 0.07% | −78−4.7% | Reduced |
| Allred Capital Management, LLC | 1,593 | $529.3K | 0.18% | +2+0.1% | Added |
| Strategy Asset Managers LLC | 1,590 | $528.1K | 0.09% | −1,995−55.6% | Reduced |
| KFA Private Wealth Group, LLC | 1,589 | $527.8K | 0.15% | 00.0% | Unchanged |
| Rebalance, LLC | 1,585 | $526.5K | 0.03% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,491 | $524.8K | 0.08% | +3+0.2% | Added |
| Fairfield, Bush & Co. | 1,580 | $524.8K | 0.27% | 00.0% | Unchanged |
| Investors Research Corp | 1,574 | $522.8K | 0.10% | +50+3.3% | Added |
| Phillips Wealth Planners LLC | 1,573 | $522.2K | 0.43% | +297+23.3% | Added |
| Agate Pass Investment Management, LLC | 1,570 | $521.4K | 0.20% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,563 | $519.2K | 0.03% | −266−14.5% | Reduced |
| Fidelity D & D Bancorp Inc | 1,560 | $518.2K | 0.29% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,559 | $518.0K | 0.09% | +256+19.6% | Added |
| HCR Wealth Advisors | 1,567 | $517.9K | 0.05% | −3−0.2% | Reduced |
| Fortress Private Ledger, LLC | 1,555 | $516.6K | 0.19% | +181+13.2% | Added |
| Fort Washington Investment Advisors Inc | 1,554 | $516.2K | 0.00% | +175+12.7% | Added |
| Wrapmanager Inc | 1,549 | $514.8K | 0.16% | −229−12.9% | Reduced |
| Invested Advisors | 1,699 | $514.5K | 0.75% | +1,699 | New |
| Impact Capital Partners LLC | 1,547 | $513.9K | 0.15% | −144−8.5% | Reduced |
| Toth Financial Advisory Corp | 1,544 | $512.8K | 0.06% | −9−0.6% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 1,542 | $512.0K | 0.17% | +1+0.1% | Added |
| Exencial Wealth Advisors, LLC | 1,540 | $511.6K | 0.02% | −118−7.1% | Reduced |