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 |
|---|---|---|---|---|---|
| Marest Capital, LLC | 979 | $325.2K | 0.20% | +3+0.3% | Added |
| Act Two Investors LLC | 979 | $325.2K | 0.06% | −81−7.6% | Reduced |
| Fortress Wealth Group, LLC | 904 | $323.9K | 0.14% | +24+2.7% | Added |
| Catalina Capital Group, LLC | 975 | $323.9K | 0.20% | −88−8.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 974 | $323.5K | 0.05% | −65−6.3% | Reduced |
| Sand Hill Global Advisors, LLC | 973 | $323.2K | 0.01% | −1,099−53.0% | Reduced |
| EPG Wealth Management LLC | 972 | $322.7K | 0.09% | +2+0.2% | Added |
| Garrison Point Advisors, LLC | 970 | $322.2K | 0.14% | +970 | New |
| Vista Investment Partners LLC | 970 | $322.1K | 0.09% | −45−4.4% | Reduced |
| New Republic Capital, LLC | 969 | $321.8K | 0.10% | +26+2.8% | Added |
| Monument Capital Management | 968 | $321.6K | 0.08% | −10−1.0% | Reduced |
| Sterling Investment Counsel, LLC | 967 | $321.1K | 0.10% | +967 | New |
| One Day In July LLC | 966 | $320.9K | 0.03% | +69+7.7% | Added |
| Vista Investment Management | 965 | $320.5K | 0.11% | −9−0.9% | Reduced |
| Warner Group LLC | 964 | $320.1K | 0.22% | +964 | New |
| Financial Network Wealth Management LLC | 872 | $320.0K | 0.10% | +872 | New |
| Hopwood Financial Services, Inc. | 962 | $319.5K | 0.21% | −10−1.0% | Reduced |
| Ethos Financial Group, LLC | 958 | $318.2K | 0.02% | +31+3.3% | Added |
| FLC Capital Advisors | 956 | $317.5K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 955 | $317.2K | 0.11% | +3+0.3% | Added |
| CJM Wealth Advisers, Ltd. | 953 | $316.5K | 0.10% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 896 | $315.4K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 874 | $315.0K | 0.09% | +85+10.8% | Added |
| Investment Advisory Group, LLC | 948 | $314.9K | 0.09% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 947 | $314.6K | 0.01% | −17−1.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 945 | $313.9K | 0.01% | +94+11.0% | Added |
| Intrust Bank NA | 943 | $313.2K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 940 | $312.2K | 0.11% | 00.0% | Unchanged |
| HC Advisors, LLC | 939 | $312.1K | 0.22% | +2+0.2% | Added |
| Nine Masts Capital Ltd | 938 | $311.6K | 0.15% | −1,346−58.9% | Reduced |
| North Star Asset Management Inc | 937 | $311.2K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 936 | $310.9K | 0.17% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 934 | $310.2K | 0.24% | −274−22.7% | Reduced |
| Atlas Wealth LLC | 934 | $310.2K | 0.10% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 932 | $309.6K | 0.01% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 931 | $309.3K | 0.02% | +44+5.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 929 | $309.0K | 0.04% | +929 | New |
| Marshall Financial Group LLC | 928 | $308.1K | 0.06% | +36+4.0% | Added |
| WT Wealth Management | 923 | $306.6K | 0.09% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 922 | $306.3K | 0.03% | +50+5.7% | Added |
| Kingsman Wealth Management, Inc. | 921 | $305.9K | 0.17% | −3−0.3% | Reduced |
| Ackerman Capital Advisors, LLC | 920 | $305.6K | 0.06% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 918 | $304.9K | 0.18% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 916 | $304.3K | 0.21% | +173+23.3% | Added |
| Narus Financial Partners, LLC | 914 | $303.6K | 0.08% | −5−0.5% | Reduced |
| ABN AMRO Bank N.V. | 910 | $303.4K | 0.00% | +910 | New |
| Westside Investment Management, Inc. | 912 | $302.1K | 0.05% | +100+12.3% | Added |
| Meritage Portfolio Management | 909 | $301.9K | 0.02% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 907 | $301.3K | 0.02% | −31−3.3% | Reduced |
| National Wealth Management Group, LLC | 906 | $300.9K | 0.11% | +906 | New |
| CNB Bank | 905 | $300.6K | 0.13% | +462+104.3% | Added |
| Costello Asset Management, INC | 905 | $300.5K | 0.10% | +1+0.1% | Added |
| GAM Holding AG | 902 | $299.6K | 0.02% | +902 | New |
| Worth Financial Advisory Group, LLC | 902 | $299.5K | 0.17% | +55+6.5% | Added |
| Independence Bank of Kentucky | 900 | $298.9K | 0.04% | −25−2.7% | Reduced |
| Talbot Financial, LLC | 900 | $298.9K | 0.03% | 00.0% | Unchanged |
| Humankind Investments LLC | 900 | $298.9K | 0.07% | +27+3.1% | Added |
| Sunpointe, LLC | 897 | $297.9K | 0.11% | −82−8.4% | Reduced |
| JB Capital LLC | 894 | $297.1K | 0.01% | −1−0.1% | Reduced |
| JGP Wealth Management, LLC | 895 | $295.8K | 0.03% | −1−0.1% | Reduced |
| Chris Bulman Inc | 889 | $295.4K | 0.15% | +67+8.2% | Added |
| Ellenbecker Investment Group | 885 | $294.0K | 0.04% | +1+0.1% | Added |
| South Street Advisors LLC | 884 | $293.6K | 0.04% | +884 | New |
| Strid Group, LLC | 884 | $293.6K | 0.04% | +884 | New |
| German American Bancorp, Inc. | 881 | $292.6K | 0.03% | 00.0% | Unchanged |
| Gibbs Wealth Management | 879 | $292.0K | 0.07% | −134−13.2% | Reduced |
| N.E.W. Advisory Services LLC | 878 | $291.5K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 877 | $291.4K | 0.50% | +789+896.6% | Added |
| GSB Wealth Management, LLC | 877 | $291.2K | 0.07% | −26−2.9% | Reduced |
| Granite Harbor Advisors, Inc. | 873 | $290.0K | 0.12% | +26+3.1% | Added |
| Compton Wealth Advisory Group, LLC | 873 | $290.0K | 0.07% | +80+10.1% | Added |
| Lumbard & Kellner, LLC | 870 | $289.0K | 0.11% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 870 | $289.0K | 0.19% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 869 | $288.6K | 0.02% | +10+1.2% | Added |
| Eagle Bay Advisors LLC | 869 | $288.5K | 0.23% | −98−10.1% | Reduced |
| Rede Wealth, LLC | 869 | $288.5K | 0.23% | +869 | New |
| DeDora Capital, Inc. | 868 | $288.3K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 866 | $287.7K | 0.02% | +26+3.1% | Added |
| Almanack Investment Partners, LLC. | 865 | $287.3K | 0.04% | −43−4.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 865 | $287.2K | 0.03% | +179+26.1% | Added |
| TFC Financial Management | 864 | $286.9K | 0.04% | +16+1.9% | Added |
| Mustard Seed Financial, LLC | 863 | $286.7K | 0.18% | 00.0% | Unchanged |
| Financial Consulate, Inc | 862 | $286.4K | 0.04% | +862 | New |
| Longboard Asset Management, LP | 858 | $285.0K | 0.46% | +858 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 855 | $284.0K | 0.03% | +45+5.6% | Added |
| Financial Council Asset Management Inc | 855 | $284.0K | 0.13% | +17+2.0% | Added |
| Meridian Investment Counsel Inc. | 854 | $283.7K | 0.07% | −49−5.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 854 | $283.6K | 0.08% | −25−2.8% | Reduced |
| Wealthstream Advisors, Inc. | 851 | $282.7K | 0.04% | +33+4.0% | Added |
| Rooted Wealth Advisors, Inc. | 855 | $282.5K | 0.09% | +175+25.7% | Added |
| Goepper Burkhardt LLC | 850 | $282.3K | 0.10% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 850 | $282.3K | 0.26% | 00.0% | Unchanged |
| Ariston Services Group | 849 | $282.0K | 0.17% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 851 | $281.4K | 0.21% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 847 | $281.3K | 0.16% | −3−0.4% | Reduced |
| apricus wealth, LLC | 847 | $281.3K | 0.15% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 845 | $280.7K | 0.07% | −32−3.6% | Reduced |
| Hengehold Capital Management LLC | 843 | $280.1K | 0.02% | +21+2.6% | Added |
| M. Kraus & Co | 836 | $277.7K | 0.08% | −5−0.6% | Reduced |
| Allen Capital Group, LLC | 834 | $277.0K | 0.03% | +23+2.8% | Added |