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 |
|---|---|---|---|---|---|
| Shum Financial Group, Inc. | 1,331 | $442.1K | 0.33% | +1,331 | New |
| BIP Wealth, LLC | 1,329 | $441.4K | 0.02% | +318+31.5% | Added |
| WealthShield Partners, LLC | 1,328 | $441.2K | 0.05% | +8+0.6% | Added |
| Sittner & Nelson, LLC | 1,328 | $441.0K | 0.16% | +2+0.2% | Added |
| Quest Partners LLC | 1,324 | $439.8K | 0.03% | +1,324 | New |
| Sharkey, Howes & Javer | 1,320 | $438.6K | 0.06% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 1,319 | $438.1K | 0.13% | +10+0.8% | Added |
| Amica Retiree Medical Trust | 1,320 | $438.0K | 0.60% | −156−10.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,318 | $438.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,307 | $434.1K | 0.06% | +104+8.6% | Added |
| GSG Advisors LLC | 1,321 | $434.0K | 0.11% | +1,321 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1,306 | $433.9K | 0.21% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $433.5K | 0.20% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,305 | $433.5K | 0.06% | −89−6.4% | Reduced |
| Kapstone Financial Advisors LLC | 1,304 | $433.1K | 0.20% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 1,303 | $432.8K | 0.08% | −50−3.7% | Reduced |
| Garner Asset Management Corp | 1,301 | $432.2K | 0.17% | −51−3.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,301 | $432.1K | 0.08% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 1,300 | $431.8K | 0.06% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,292 | $429.1K | 0.01% | +278+27.4% | Added |
| Vigilare Wealth Management | 1,291 | $428.8K | 0.15% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 1,291 | $428.8K | 0.12% | −182−12.4% | Reduced |
| Ballast, Inc. | 1,288 | $427.8K | 0.10% | 00.0% | Unchanged |
| Prostatis Group LLC | 1,284 | $426.5K | 0.11% | −41−3.1% | Reduced |
| Perpetual Ltd | 1,284 | $426.5K | 0.01% | +328+34.3% | Added |
| Southeast Asset Advisors Inc. | 1,282 | $425.9K | 0.05% | −14−1.1% | Reduced |
| Woodward Diversified Capital, LLC | 1,280 | $425.2K | 0.20% | −9−0.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,279 | $424.8K | 0.09% | +10+0.8% | Added |
| SLT Holdings LLC | 1,279 | $424.8K | 0.28% | +271+26.9% | Added |
| 4J Wealth Management LLC | 1,278 | $424.5K | 0.25% | 00.0% | Unchanged |
| BBR Partners, LLC | 1,278 | $424.4K | 0.02% | +21+1.7% | Added |
| Nadler Financial Group, Inc. | 1,277 | $424.2K | 0.04% | +100+8.5% | Added |
| Prudent Investors Network | 1,277 | $424.2K | 0.10% | +1,277 | New |
| Capital Investment Advisory Services, LLC | 1,276 | $423.9K | 0.03% | −27−2.1% | Reduced |
| OneAscent Family Office, LLC | 1,276 | $423.8K | 0.34% | −111−8.0% | Reduced |
| Old Port Advisors | 1,276 | $423.8K | 0.11% | +38+3.1% | Added |
| Annex Advisory Services, LLC | 1,273 | $422.9K | 0.01% | −7−0.5% | Reduced |
| SFMG, LLC | 1,271 | $422.3K | 0.03% | +34+2.7% | Added |
| ETF Portfolio Partners, Inc. | 1,269 | $421.5K | 0.11% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,267 | $420.7K | 0.10% | +46+3.8% | Added |
| Mainstream Capital Management LLC | 1,266 | $420.5K | 0.28% | −1−0.1% | Reduced |
| Birchcreek Wealth Management, LLC | 1,265 | $420.2K | 0.22% | −23−1.8% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,261 | $418.9K | 0.10% | +184+17.1% | Added |
| Vishria Bird Financial Group, LLC | 1,258 | $417.7K | 0.08% | +31+2.5% | Added |
| Sterneck Capital Management, LLC | 1,257 | $417.5K | 0.19% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,257 | $417.5K | 0.04% | −21−1.6% | Reduced |
| Coston, McIsaac & Partners | 1,256 | $417.0K | 0.10% | +897+249.9% | Added |
| Libra Wealth LLC | 1,255 | $416.9K | 0.13% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,252 | $416.0K | 0.07% | −17−1.3% | Reduced |
| Kimelman & Baird, LLC | 1,250 | $415.2K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,251 | $415.0K | 0.02% | −104−7.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,247 | $414.2K | 0.16% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,247 | $414.2K | 0.15% | +64+5.4% | Added |
| Mayfair Advisory Group, LLC | 1,241 | $412.2K | 0.18% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 1,240 | $411.9K | 0.18% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,234 | $410.0K | 0.05% | −15−1.2% | Reduced |
| Key Financial Inc | 1,247 | $409.7K | 0.08% | +25+2.0% | Added |
| Ruggaard & Associates LLC | 1,232 | $409.2K | 0.15% | 00.0% | Unchanged |
| Capital Square, LLC | 1,227 | $407.6K | 0.21% | +3+0.2% | Added |
| Monticello Wealth Management, LLC | 1,226 | $407.2K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,226 | $407.2K | 0.08% | +1,226 | New |
| Pictet & Cie (Europe) SA | 1,225 | $406.9K | 0.01% | −720−37.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 1,225 | $406.9K | 0.07% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,225 | $406.9K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 1,225 | $406.9K | 0.09% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,223 | $406.2K | 0.13% | −33−2.6% | Reduced |
| City State Bank | 1,223 | $406.2K | 0.12% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,221 | $405.7K | 0.07% | +98+8.7% | Added |
| Princeton Global Asset Management LLC | 1,221 | $405.5K | 0.07% | +100+8.9% | Added |
| Wealth Quarterback LLC | 1,218 | $404.4K | 0.16% | +16+1.3% | Added |
| May Hill Capital, LLC | 1,217 | $404.2K | 0.12% | +39+3.3% | Added |
| HHM Wealth Advisors, LLC | 1,216 | $403.9K | 0.05% | +6+0.5% | Added |
| Manchester Financial Inc | 1,207 | $401.0K | 0.08% | −50−4.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 1,207 | $400.9K | 0.27% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,170 | $400.5K | 0.04% | −13−1.1% | Reduced |
| Omega Financial Group, LLC | 1,200 | $398.6K | 0.13% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 1,193 | $396.3K | 0.12% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,191 | $395.6K | 0.06% | +27+2.3% | Added |
| AGH Wealth Advisors, LLC | 1,189 | $394.9K | 0.29% | +20+1.7% | Added |
| Y.D. More Investments Ltd | 1,188 | $394.3K | 0.02% | −201−14.5% | Reduced |
| Capital Asset Advisory Services LLC | 1,186 | $394.0K | 0.02% | −5−0.4% | Reduced |
| Vicus Capital | 1,183 | $393.1K | 0.03% | −6−0.5% | Reduced |
| Hantz Financial Services, Inc. | 1,183 | $393.0K | 0.01% | +206+21.1% | Added |
| Abacus Planning Group, Inc. | 1,181 | $392.3K | 0.05% | −16−1.3% | Reduced |
| Means Investment Co., Inc. | 1,179 | $391.7K | 0.03% | −14−1.2% | Reduced |
| Vista Capital Partners, Inc. | 1,179 | $391.6K | 0.04% | +1,179 | New |
| Northwest Wealth Management, LLC | 1,178 | $391.3K | 0.06% | +23+2.0% | Added |
| E&G Advisors, LP | 1,178 | $391.2K | 0.09% | +27+2.3% | Added |
| Montgomery Investment Management Inc | 1,175 | $390.3K | 0.14% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,174 | $389.8K | 0.06% | +17+1.5% | Added |
| Heartwood Wealth Advisors LLC | 1,172 | $389.3K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,166 | $387.4K | 0.04% | +51+4.6% | Added |
| Joule Financial, LLC | 1,165 | $387.0K | 0.12% | +1,165 | New |
| Berbice Capital Management LLC | 1,164 | $386.6K | 0.24% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,163 | $386.2K | 0.14% | −100−7.9% | Reduced |
| Samalin Investment Counsel, LLC | 1,162 | $386.0K | 0.13% | −40−3.3% | Reduced |
| Encompass Wealth Advisors, LLC | 1,162 | $386.0K | 0.13% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,161 | $385.6K | 0.09% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,156 | $384.0K | 0.06% | −55−4.5% | Reduced |
| Kahn Brothers Group Inc | 1,150 | $382.0K | 0.07% | +1,150 | New |