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 | 2,913 | $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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 1,538 | $510.9K | 0.04% | +57+3.8% | Added |
| Onefund, LLC | 1,538 | $510.9K | 0.33% | +61+4.1% | Added |
| Marex Group plc | 1,537 | $510.5K | 0.01% | +1,537 | New |
| MBL Wealth, LLC | 1,534 | $509.5K | 0.04% | −75−4.7% | Reduced |
| Maia Wealth LLC | 1,381 | $508.1K | 0.09% | −59−4.1% | Reduced |
| Facet Wealth, Inc. | 1,527 | $507.2K | 0.01% | +399+35.4% | Added |
| Aprio Wealth Management, LLC | 1,527 | $507.2K | 0.05% | +75+5.2% | Added |
| Osterweis Capital Management Inc | 1,525 | $506.5K | 0.02% | +402+35.8% | Added |
| Boit C F David | 1,525 | $506.5K | 0.23% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,522 | $505.4K | 0.07% | +117+8.3% | Added |
| Sentry Investment Management LLC | 1,553 | $503.0K | 0.34% | −1,372−46.9% | Reduced |
| Redwood Investment Management, LLC | 1,514 | $503.0K | 0.05% | +15+1.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,514 | $502.9K | 0.13% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,510 | $501.6K | 0.05% | 00.0% | Unchanged |
| Optima Capital LLC | 1,509 | $501.2K | 0.24% | −6−0.4% | Reduced |
| Carter Financial Group, INC. | 1,508 | $500.8K | 0.30% | −216−12.5% | Reduced |
| Compass Ion Advisors, LLC | 1,507 | $500.6K | 0.05% | −3−0.2% | Reduced |
| Advus Financial Partners, LLC | 1,506 | $500.3K | 0.12% | −85−5.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 1,505 | $500.1K | 0.08% | −140−8.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,505 | $500.0K | 0.03% | +4+0.3% | Added |
| Walker Asset Management, LLC | 1,502 | $498.8K | 0.28% | +4+0.3% | Added |
| Holowesko Partners Ltd. | 1,500 | $498.2K | 0.18% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,500 | $498.2K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $498.2K | 0.24% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $498.2K | 0.05% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,500 | $498.2K | 0.30% | +705+88.7% | Added |
| Professional Advisory Services Inc | 1,500 | $498.0K | 0.06% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,499 | $497.9K | 0.09% | −11−0.7% | Reduced |
| Winthrop Advisory Group LLC | 1,495 | $496.6K | 0.04% | −27−1.8% | Reduced |
| Patten Group, Inc. | 1,489 | $494.6K | 0.10% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,489 | $494.6K | 0.13% | +473+46.6% | Added |
| Aire Advisors, LLC | 1,480 | $491.6K | 0.09% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,474 | $489.7K | 0.14% | −55−3.6% | Reduced |
| Waterloo Capital, L.P. | 1,470 | $488.2K | 0.04% | −207−12.3% | Reduced |
| Amplius Wealth Advisors, LLC | 1,469 | $487.9K | 0.04% | −207−12.4% | Reduced |
| First Business Financial Services, Inc. | 1,468 | $487.6K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,471 | $487.0K | 0.08% | +12+0.8% | Added |
| Consolidated Planning Corp | 1,463 | $485.9K | 0.05% | +37+2.6% | Added |
| Revolve Wealth Partners, LLC | 1,462 | $485.7K | 0.06% | −31−2.1% | Reduced |
| First National Bank | 1,462 | $485.6K | 0.26% | −75−4.9% | Reduced |
| Sandy Cove Advisors, LLC | 1,462 | $485.5K | 0.16% | +30+2.1% | Added |
| Crew Capital Management, Ltd. | 1,460 | $485.0K | 0.32% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,453 | $482.5K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,451 | $482.0K | 0.07% | +48+3.4% | Added |
| Formidable Asset Management, LLC | 1,509 | $481.3K | 0.08% | +317+26.6% | Added |
| Wealthstar Advisors, LLC | 1,449 | $481.3K | 0.19% | +51+3.6% | Added |
| Proficio Capital Partners LLC | 1,445 | $480.1K | 0.03% | −2,210−60.5% | Reduced |
| East Coast Asset Management, LLC. | 1,442 | $479.0K | 0.15% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,440 | $478.3K | 0.08% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,433 | $476.0K | 0.27% | −57−3.8% | Reduced |
| 626 Financial, LLC | 1,430 | $475.0K | 0.21% | −84−5.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,428 | $474.3K | 0.11% | +1+0.1% | Added |
| Heritage Wealth Advisors | 1,426 | $473.7K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,426 | $473.6K | 0.10% | −21−1.5% | Reduced |
| Forza Wealth Management, LLC | 1,416 | $470.3K | 0.18% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 1,416 | $470.3K | 0.27% | 00.0% | Unchanged |
| BXM Wealth LLC | 1,416 | $470.3K | 0.45% | +600+73.5% | Added |
| Koss-Olinger Consulting, LLC | 1,470 | $469.0K | 0.04% | −30−2.0% | Reduced |
| Mendel Capital Management LLC | 1,411 | $468.6K | 0.25% | +94+7.1% | Added |
| Regal Investment Advisors LLC | 1,410 | $468.4K | 0.03% | +324+29.8% | Added |
| Tortoise Investment Management, LLC | 1,410 | $468.3K | 0.04% | +1+0.1% | Added |
| Northwest Bancshares, Inc. | 1,409 | $468.0K | 0.08% | −100−6.6% | Reduced |
| J. Safra Sarasin Holding AG | 1,407 | $467.3K | 0.01% | −67−4.5% | Reduced |
| Westover Capital Advisors, LLC | 1,400 | $465.0K | 0.09% | −82−5.5% | Reduced |
| Bayesian Capital Management, LP | 1,400 | $465.0K | 0.09% | +1,400 | New |
| XML Financial, LLC | 1,398 | $464.3K | 0.04% | −200−12.5% | Reduced |
| Terra Nova Asset Management LLC | 1,396 | $463.6K | 0.29% | −27−1.9% | Reduced |
| Atlas Private Wealth Advisors | 1,395 | $463.5K | 0.11% | −1,392−49.9% | Reduced |
| Kitching Partners, LLC | 1,393 | $462.6K | 0.44% | +2+0.1% | Added |
| LCNB Corp | 1,392 | $462.4K | 0.16% | −100−6.7% | Reduced |
| Washington Trust Bank | 1,390 | $461.7K | 0.03% | +49+3.7% | Added |
| XTX Topco Ltd | 1,389 | $461.4K | 0.02% | +1,389 | New |
| MinichMacGregor Wealth Management, LLC | 1,387 | $460.7K | 0.09% | +65+4.9% | Added |
| Five Oceans Advisors | 1,385 | $460.0K | 0.17% | −59−4.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,381 | $458.7K | 0.11% | +120+9.5% | Added |
| Hyperion Capital Advisors LP | 1,380 | $458.4K | 0.25% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,378 | $457.7K | 0.07% | +29+2.1% | Added |
| Boothbay Fund Management, LLC | 1,375 | $456.7K | 0.01% | +1,375 | New |
| Burns J W & Co Inc | 1,371 | $455.4K | 0.05% | +21+1.6% | Added |
| Armstrong Advisory Group, Inc | 1,369 | $454.7K | 0.03% | +2+0.1% | Added |
| 17 Capital Partners, LLC | 1,368 | $454.4K | 0.25% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,365 | $453.6K | 0.06% | +13+1.0% | Added |
| Burton Enright Welch | 1,365 | $453.4K | 0.07% | +30+2.2% | Added |
| Centerpoint Advisory Group | 1,364 | $453.1K | 0.35% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,361 | $452.1K | 0.04% | −10−0.7% | Reduced |
| KLCM Advisors, Inc. | 1,358 | $450.9K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,356 | $450.4K | 0.03% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,356 | $450.4K | 0.05% | +52+4.0% | Added |
| Legacy Private Trust Co. | 1,355 | $450.1K | 0.03% | −10−0.7% | Reduced |
| Summit Asset Management, LLC | 1,350 | $448.4K | 0.07% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 1,350 | $448.4K | 0.10% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,347 | $447.4K | 0.15% | −10−0.7% | Reduced |
| Schnieders Capital Management, LLC. | 1,343 | $446.1K | 0.08% | +1,343 | New |
| Archetype Wealth Partners | 1,344 | $446.0K | 0.06% | +515+62.1% | Added |
| Eagle Harbor Asset Management Inc | 1,342 | $445.8K | 0.39% | −14−1.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,339 | $444.8K | 0.29% | +98+7.9% | Added |
| Long Island Wealth Management, Inc. | 1,339 | $444.8K | 0.22% | 00.0% | Unchanged |
| Trust Co of the South | 1,336 | $443.8K | 0.07% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 1,333 | $443.0K | 0.09% | 00.0% | Unchanged |
| Sienna Gestion | 1,460 | $442.2K | 0.03% | −53,805−97.4% | Reduced |