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 |
|---|---|---|---|---|---|
| Groupama Asset Managment | 1,149 | $381.7K | 0.01% | −4,444−79.5% | Reduced |
| Wealth Management Partners, LLC | 1,144 | $380.1K | 0.12% | −77−6.3% | Reduced |
| CFS Investment Advisory Services, LLC | 1,061 | $379.4K | 0.03% | +221+26.3% | Added |
| Peachtree Investment Partners, LLC | 1,140 | $378.7K | 0.13% | −4−0.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,137 | $377.8K | 0.23% | +41+3.7% | Added |
| D'Orazio & Associates, Inc. | 1,136 | $377.5K | 0.05% | +52+4.8% | Added |
| Clifford Group, LLC | 1,136 | $377.3K | 0.29% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,136 | $377.3K | 0.31% | −184−13.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,045 | $377.0K | 0.13% | 00.0% | Unchanged |
| Hudock, Inc. | 1,131 | $375.7K | 0.06% | 00.0% | Unchanged |
| Ehrlich Financial Group | 1,131 | $375.7K | 0.22% | +15+1.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,129 | $375.0K | 0.06% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 1,127 | $374.3K | 0.33% | 00.0% | Unchanged |
| Middleton & Co Inc | 1,125 | $373.7K | 0.04% | −25−2.2% | Reduced |
| Convergence Investment Partners, LLC | 1,124 | $373.4K | 0.08% | −28−2.4% | Reduced |
| Kessler Investment Group, LLC | 1,120 | $372.0K | 0.16% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,115 | $370.4K | 0.02% | +27+2.5% | Added |
| Uniting Wealth Partners, LLC | 1,108 | $368.0K | 0.09% | +1,108 | New |
| Strait & Sound Wealth Management LLC | 1,107 | $367.7K | 0.14% | 00.0% | Unchanged |
| Cowa, LLC | 1,105 | $367.0K | 0.12% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,110 | $367.0K | 0.00% | +6+0.5% | Added |
| Providence Capital Advisors, LLC | 1,103 | $366.4K | 0.06% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,101 | $365.7K | 0.03% | +33+3.1% | Added |
| Acima Private Wealth, LLC | 1,100 | $365.4K | 0.11% | +100+10.0% | Added |
| Wellspring Financial Advisors, LLC | 1,095 | $363.7K | 0.03% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 1,093 | $363.1K | 0.17% | +2+0.2% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 1,093 | $363.1K | 0.34% | −21−1.9% | Reduced |
| Perfromance Wealth Partners, LLC | 1,090 | $362.1K | 0.01% | −11−1.0% | Reduced |
| SevenBridge Financial Group, LLC | 971 | $362.0K | 0.06% | −33−3.3% | Reduced |
| Redmond Asset Management, LLC | 1,088 | $361.4K | 0.09% | −125−10.3% | Reduced |
| Paragon Capital Management Ltd | 1,087 | $361.1K | 0.07% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,084 | $360.1K | 0.02% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,084 | $360.1K | 0.64% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,084 | $360.1K | 0.04% | +1,084 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,083 | $359.7K | 0.03% | +316+41.2% | Added |
| Guyasuta Investment Advisors Inc | 1,080 | $358.7K | 0.02% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,076 | $357.4K | 0.38% | +52+5.1% | Added |
| First PREMIER Bank | 1,073 | $357.0K | 0.08% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,074 | $356.7K | 0.05% | +33+3.2% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,074 | $356.6K | 0.20% | −123−10.3% | Reduced |
| Wolverine Trading, LLC | 1,041 | $356.3K | 0.01% | +1,041 | New |
| Park Capital Management, LLC | 1,070 | $355.5K | 0.28% | +28+2.7% | Added |
| Shepherd Financial Partners LLC | 1,069 | $355.1K | 0.03% | +15+1.4% | Added |
| Accel Wealth Management | 1,069 | $355.0K | 0.10% | −737−40.8% | Reduced |
| Acorns Advisers, LLC | 1,070 | $355.0K | 0.00% | +104+10.8% | Added |
| Arlington Trust Co LLC | 1,068 | $354.7K | 0.06% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,066 | $353.9K | 0.03% | −164−13.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,065 | $353.8K | 0.18% | +946+795.0% | Added |
| Octavia Wealth Advisors, LLC | 1,063 | $353.1K | 0.04% | +130+13.9% | Added |
| Opinicus Capital, Inc. | 1,059 | $351.8K | 0.24% | −113−9.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,057 | $351.1K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,051 | $349.1K | 0.03% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,050 | $348.8K | 0.11% | −2−0.2% | Reduced |
| Mach-1 Financial Group, Inc. | 1,048 | $348.2K | 0.06% | +1,048 | New |
| Integrity Advisory Solutions, LLC | 1,048 | $348.2K | 0.06% | +1,048 | New |
| Farmers & Merchants Investments Inc | 1,046 | $347.4K | 0.01% | −5−0.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,045 | $347.0K | 0.07% | +3+0.3% | Added |
| Lafayette Investments, Inc. | 1,044 | $346.8K | 0.07% | −37−3.4% | Reduced |
| Harbor Group, Inc. | 1,044 | $346.7K | 0.06% | +82+8.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,040 | $345.4K | 0.12% | −50−4.6% | Reduced |
| Burling Wealth Partners, LLC | 1,039 | $345.1K | 0.06% | −200−16.1% | Reduced |
| Alesco Advisors LLC | 1,039 | $345.1K | 0.01% | +31+3.1% | Added |
| Greenwich Wealth Management LLC | 1,040 | $345.0K | 0.02% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,038 | $344.9K | 0.06% | +366+54.5% | Added |
| Claris Financial LLC | 1,036 | $344.0K | 0.20% | +68+7.0% | Added |
| Aspetuck Financial Management LLC | 1,030 | $342.1K | 0.23% | −65−5.9% | Reduced |
| NDVR, Inc. | 1,025 | $340.5K | 0.28% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 1,022 | $339.5K | 0.32% | +1,022 | New |
| Syverson Strege & Co | 1,021 | $339.1K | 0.08% | −105−9.3% | Reduced |
| Avenue 1 Advisors, LLC | 1,020 | $338.8K | 0.11% | −24−2.3% | Reduced |
| Buckley Wealth Management, LLC | 1,017 | $337.8K | 0.09% | +4+0.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,013 | $336.4K | 0.14% | +3+0.3% | Added |
| Godsey & Gibb Associates | 1,007 | $334.5K | 0.03% | −49−4.6% | Reduced |
| Tradewinds, LLC. | 1,007 | $334.5K | 0.08% | +1,007 | New |
| Avantra Family Wealth, Inc. | 1,006 | $334.2K | 0.25% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 1,006 | $334.2K | 0.01% | +1,006 | New |
| First Nebraska Trust Co | 1,005 | $333.8K | 0.03% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 1,004 | $333.6K | 0.25% | +108+12.1% | Added |
| Close Asset Management Ltd | 1,001 | $333.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 1,002 | $332.8K | 0.03% | −115−10.3% | Reduced |
| Certified Advisory Corp | 1,002 | $332.7K | 0.03% | −2−0.2% | Reduced |
| Integrated Quantitative Investments LLC | 1,001 | $332.5K | 0.09% | −1,310−56.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,000 | $332.2K | 0.01% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 1,000 | $332.2K | 0.14% | −1,000−50.0% | Reduced |
| Wexford Capital LP | 1,000 | $332.2K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,000 | $332.2K | 0.12% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 1,000 | $332.2K | 0.11% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,000 | $332.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,001 | $332.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,000 | $332.0K | 0.22% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 999 | $331.9K | 0.04% | +130+15.0% | Added |
| Tillman Hartley LLC | 995 | $330.5K | 0.09% | −69−6.5% | Reduced |
| Charles Schwab Trust Co | 993 | $329.8K | 0.02% | −11−1.1% | Reduced |
| Allied Investment Advisors, LLC | 989 | $328.5K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 988 | $328.2K | 0.03% | +23+2.4% | Added |
| Sovran Advisors, LLC | 913 | $327.8K | 0.03% | −61−6.3% | Reduced |
| Everpar Advisors LLC | 986 | $327.5K | 0.13% | +68+7.4% | Added |
| Capital Advisors Wealth Management, LLC | 984 | $326.7K | 0.05% | +197+25.0% | Added |
| Clark Asset Management, LLC | 982 | $326.0K | 0.04% | +330+50.6% | Added |
| NavPoint Financial, Inc. | 981 | $325.8K | 0.17% | 00.0% | Unchanged |