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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | 832 | $276.4K | 0.04% | +107+14.8% | Added |
| RKL Wealth Management LLC | 830 | $275.5K | 0.02% | +70+9.2% | Added |
| Canvas Wealth Advisors, LLC | 834 | $275.4K | 0.05% | −15−1.8% | Reduced |
| Port Capital LLC | 829 | $275.0K | 0.01% | −24−2.8% | Reduced |
| Weatherly Asset Management L. P. | 827 | $274.7K | 0.02% | −158−16.0% | Reduced |
| Parsons Capital Management Inc | 826 | $274.4K | 0.02% | +100+13.8% | Added |
| Baron Wealth Management LLC | 823 | $273.4K | 0.09% | +49+6.3% | Added |
| DecisionPoint Financial, LLC | 830 | $272.7K | 0.06% | +1+0.1% | Added |
| Daner Wealth Management, LLC | 786 | $272.5K | 0.18% | +786 | New |
| Tandem Investment Partners LLC | 820 | $272.4K | 0.22% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 819 | $272.0K | 0.10% | −50−5.8% | Reduced |
| Woodward Financial Advisors, Inc. | 817 | $271.4K | 0.10% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 816 | $271.0K | 0.08% | +37+4.7% | Added |
| Becker Capital Management Inc | 815 | $270.7K | 0.01% | 00.0% | Unchanged |
| North Berkeley Wealth Management, LLC | 815 | $270.7K | 0.21% | +65+8.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 814 | $270.4K | 0.01% | −42−4.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 813 | $270.0K | 0.11% | +2+0.2% | Added |
| Core Wealth Advisors, Inc. | 812 | $269.7K | 0.07% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 811 | $269.4K | 0.04% | 00.0% | Unchanged |
| Summa Corp. | 810 | $269.1K | 0.12% | 00.0% | Unchanged |
| King Wealth | 811 | $269.0K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 809 | $268.7K | 0.06% | −16−1.9% | Reduced |
| BKA Wealth Consulting, Inc. | 806 | $267.7K | 0.22% | +806 | New |
| Iron Financial, LLC | 806 | $267.6K | 0.13% | +14+1.8% | Added |
| Unique Wealth Strategies, LLC | 806 | $267.6K | 0.11% | +806 | New |
| Center For Asset Management LLC | 805 | $267.4K | 0.14% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 805 | $267.3K | 0.11% | −14−1.7% | Reduced |
| Wallington Asset Management, LLC | 803 | $266.7K | 0.03% | −19−2.3% | Reduced |
| Saxony Capital Management, LLC | 803 | $266.7K | 0.18% | +1+0.1% | Added |
| Old Second National Bank of Aurora | 800 | $265.7K | 0.05% | −100−11.1% | Reduced |
| Boston Research & Management Inc | 800 | $265.7K | 0.06% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 800 | $265.7K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 800 | $265.7K | 0.14% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 800 | $265.7K | 0.02% | 00.0% | Unchanged |
| Novare Capital Management LLC | 798 | $265.1K | 0.02% | −89−10.0% | Reduced |
| Elmwood Wealth Management, Inc. | 795 | $264.1K | 0.09% | +120+17.8% | Added |
| Wealth Management Associates, Inc. | 792 | $263.2K | 0.09% | +792 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 792 | $263.0K | 0.09% | −28−3.4% | Reduced |
| Vance Wealth, Inc. | 791 | $262.7K | 0.08% | +43+5.7% | Added |
| BlueStem Wealth Partners, LLC | 791 | $262.7K | 0.03% | +33+4.4% | Added |
| Connors Investor Services Inc | 790 | $262.4K | 0.02% | −30−3.7% | Reduced |
| Hoge Financial Services, LLC | 788 | $262.0K | 0.15% | +24+3.1% | Added |
| Fairvoy Private Wealth, LLC | 787 | $261.4K | 0.06% | −186−19.1% | Reduced |
| Sheets Smith Investment Management | 786 | $261.1K | 0.17% | +786 | New |
| PVG Asset Management Corp | 786 | $261.1K | 0.96% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 785 | $260.7K | 0.07% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 785 | $260.7K | 0.04% | +15+1.9% | Added |
| Per Stirling Capital Management, LLC. | 784 | $260.5K | 0.03% | +4+0.5% | Added |
| Bellecapital International Ltd. | 783 | $260.1K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 782 | $260.0K | 0.02% | −191,242−99.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 782 | $259.7K | 0.01% | −208−21.0% | Reduced |
| Medallion Wealth Advisors, LLC | 781 | $259.4K | 0.09% | −17−2.1% | Reduced |
| Innovative Advisory Group, LLC | 780 | $259.2K | 0.17% | +2+0.3% | Added |
| SMART Wealth LLC | 780 | $259.1K | 0.10% | +140+21.9% | Added |
| Lantz Financial LLC | 780 | $259.1K | 0.06% | +4+0.5% | Added |
| Occidental Asset Management, LLC | 780 | $259.1K | 0.03% | +780 | New |
| First National Corp | 787 | $258.6K | 0.05% | −541−40.7% | Reduced |
| Consilium Wealth Advisory, LLC | 778 | $258.4K | 0.10% | 00.0% | Unchanged |
| Wealth Management Nebraska | 776 | $257.8K | 0.03% | +8+1.0% | Added |
| Invenio Wealth Partners LLC | 776 | $257.8K | 0.09% | +29+3.9% | Added |
| David J Yvars Group | 775 | $257.4K | 0.14% | −495−39.0% | Reduced |
| Signet Financial Management, LLC | 775 | $257.4K | 0.03% | +5+0.6% | Added |
| Burney Co | 774 | $257.1K | 0.01% | −790−50.5% | Reduced |
| Capula Management Ltd | 774 | $257.1K | 0.00% | +774 | New |
| Defined Financial Planning LLC | 793 | $256.8K | 0.21% | −128−13.9% | Reduced |
| Farmers National Bank | 770 | $255.8K | 0.06% | −13−1.7% | Reduced |
| Live Oak Private Wealth LLC | 770 | $255.8K | 0.04% | −3−0.4% | Reduced |
| Sandbox Financial Partners, LLC | 769 | $255.5K | 0.07% | −24−3.0% | Reduced |
| Fiducient Advisors LLC | 769 | $255.4K | 0.03% | +126+19.6% | Added |
| Manske Wealth Management | 768 | $255.1K | 0.08% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 767 | $254.8K | 0.06% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 766 | $254.5K | 0.07% | +42+5.8% | Added |
| Renasant Bank | 766 | $254.4K | 0.16% | −110−12.6% | Reduced |
| Argyle Capital Partners, LLC | 765 | $254.3K | 0.18% | +765 | New |
| DecisionMap Wealth Management, LLC | 765 | $254.1K | 0.16% | +8+1.1% | Added |
| Greenup Street Wealth Management LLC | 759 | $252.0K | 0.04% | +759 | New |
| Foster Victor Wealth Advisors, LLC | 762 | $251.7K | 0.02% | +762 | New |
| Atwater Malick LLC | 756 | $251.1K | 0.07% | +14+1.9% | Added |
| SkyOak Wealth, LLC | 755 | $250.8K | 0.05% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 755 | $250.8K | 0.20% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 755 | $250.8K | 0.08% | +15+2.0% | Added |
| Silver Grove Financial Group, Inc. | 755 | $250.7K | 0.24% | +755 | New |
| Charter Oak Capital Management, LLC | 753 | $250.0K | 0.02% | +101+15.5% | Added |
| Wedgewood Investors Inc | 751 | $249.5K | 0.27% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 750 | $249.2K | 0.03% | −169−18.4% | Reduced |
| LBMC Investment Advisors, LLC | 750 | $249.1K | 0.02% | 00.0% | Unchanged |
| Motive Wealth Advisors | 749 | $248.8K | 0.11% | +6+0.8% | Added |
| Shilanski & Associates, Inc. | 747 | $248.1K | 0.07% | 00.0% | Unchanged |
| Willner & Heller, LLC | 745 | $247.5K | 0.19% | +17+2.3% | Added |
| Latitude Advisors, LLC | 741 | $246.2K | 0.11% | −30−3.9% | Reduced |
| New Covenant Trust Company, N.A. | 741 | $246.1K | 0.23% | −175−19.1% | Reduced |
| First Financial Corp | 741 | $246.1K | 0.10% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 740 | $245.8K | 0.13% | 00.0% | Unchanged |
| W Advisors, LLC | 737 | $244.9K | 0.13% | 00.0% | Unchanged |
| Aspen Capital Management, LLC | 737 | $244.8K | 0.06% | +737 | New |
| Frederick Financial Consultants, LLC | 732 | $243.3K | 0.14% | +26+3.7% | Added |
| Summit Place Financial Advisors, LLC | 732 | $243.3K | 0.11% | 00.0% | Unchanged |
| Mendel Money Management | 731 | $242.8K | 0.10% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 726 | $241.1K | 0.03% | 00.0% | Unchanged |
| Values Added Financial LLC | 726 | $241.1K | 0.11% | +55+8.2% | Added |