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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 724 | $240.5K | 0.02% | +76+11.7% | Added |
| Harvest Investment Services, LLC | 724 | $240.5K | 0.05% | +724 | New |
| Running Point Capital Advisors, LLC | 723 | $240.2K | 0.06% | −9−1.2% | Reduced |
| Park Edge Advisors, LLC | 723 | $240.1K | 0.06% | −2,484−77.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 721 | $239.5K | 0.02% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 720 | $239.2K | 0.15% | +37+5.4% | Added |
| Pine Harbor Wealth Management, LLC | 720 | $239.2K | 0.08% | +21+3.0% | Added |
| Slocum, Gordon & Co LLP | 718 | $238.5K | 0.19% | 00.0% | Unchanged |
| Brio Consultants, LLC | 717 | $238.2K | 0.03% | +82+12.9% | Added |
| LeConte Wealth Management, LLC | 716 | $237.8K | 0.16% | +716 | New |
| Smallwood Wealth Investment Management, LLC | 715 | $237.5K | 0.12% | −3−0.4% | Reduced |
| Fusion Capital, LLC | 657 | $237.0K | 0.07% | +1+0.2% | Added |
| BCJ Capital Management, LLC | 712 | $236.5K | 0.01% | +14+2.0% | Added |
| Holcombe Financial, Inc. | 712 | $236.4K | 0.17% | 00.0% | Unchanged |
| Tidemark, LLC | 711 | $236.2K | 0.07% | +4+0.6% | Added |
| South Plains Financial, Inc. | 708 | $235.2K | 0.15% | −20−2.7% | Reduced |
| Retirement Income Solutions, Inc | 705 | $234.2K | 0.04% | −43−5.7% | Reduced |
| Salomon & Ludwin, LLC | 708 | $233.8K | 0.02% | +218+44.5% | Added |
| Seeds Investor LLC | 704 | $233.8K | 0.05% | +24+3.5% | Added |
| American Financial Advisors, LLC | 703 | $233.6K | 0.03% | +1+0.1% | Added |
| M3 Advisory Group, LLC | 703 | $233.5K | 0.15% | +2+0.3% | Added |
| Correct Capital Wealth Management | 700 | $232.5K | 0.04% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 700 | $232.5K | 0.10% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 699 | $232.2K | 0.11% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 699 | $232.0K | 0.13% | +1+0.1% | Added |
| Avion Wealth | 698 | $231.0K | 0.05% | +5+0.7% | Added |
| Gradient Capital Advisors, LLC | 695 | $230.8K | 0.06% | +7+1.0% | Added |
| Hofer & Associates. Inc | 694 | $230.4K | 0.13% | −283−29.0% | Reduced |
| von Borstel & Associates, Inc. | 626 | $230.0K | 0.04% | +626 | New |
| Stiles Financial Services Inc | 692 | $229.7K | 0.07% | −18−2.5% | Reduced |
| Johnson Financial Group, Inc. | 690 | $229.2K | 0.01% | +324+88.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 688 | $229.0K | 0.06% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 689 | $228.9K | 0.07% | −40−5.5% | Reduced |
| Bogart Wealth, LLC | 687 | $228.1K | 0.01% | +13+1.9% | Added |
| Betterment LLC | 686 | $228.0K | 0.00% | +26+3.9% | Added |
| Wulff, Hansen & Co. | 686 | $227.9K | 0.20% | +686 | New |
| Colton Groome Financial Advisors, LLC | 685 | $227.5K | 0.07% | +49+7.7% | Added |
| Magnolia Capital Advisors LLC | 682 | $226.5K | 0.06% | +14+2.1% | Added |
| Somerset Trust Co | 681 | $226.2K | 0.07% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 681 | $226.1K | 0.19% | +32+4.9% | Added |
| Warwick Investment Management, Inc. | 676 | $224.5K | 0.04% | +676 | New |
| O'Brien Greene & Co. Inc | 675 | $224.2K | 0.07% | −20−2.9% | Reduced |
| Ameriflex Group, Inc. | 675 | $224.1K | 0.08% | +417+161.6% | Added |
| Pinnacle Financial Group, LLC | 674 | $223.9K | 0.07% | +13+2.0% | Added |
| Colonial River Wealth Management, LLC | 673 | $223.5K | 0.08% | +673 | New |
| Portland Global Advisors LLC | 671 | $222.9K | 0.02% | 00.0% | Unchanged |
| City Center Advisors, LLC | 670 | $222.5K | 0.22% | +25+3.9% | Added |
| EdgeRock Capital LLC | 667 | $221.6K | 0.06% | +667 | New |
| Financial Advisory Service, Inc. | 667 | $221.5K | 0.02% | +5+0.8% | Added |
| Plotkin Financial Advisors, LLC | 666 | $221.2K | 0.11% | +666 | New |
| Kennedy Investment Group | 664 | $220.6K | 0.09% | −6−0.9% | Reduced |
| Commonwealth Financial Services, LLC | 662 | $219.9K | 0.04% | +662 | New |
| Fogel Capital Management, Inc. | 661 | $219.6K | 0.10% | +30+4.8% | Added |
| Westchester Capital Management, Inc. | 660 | $219.2K | 0.05% | 00.0% | Unchanged |
| RVW Wealth, LLC | 660 | $219.2K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 660 | $219.2K | 0.01% | +18+2.8% | Added |
| Signal Advisors Wealth, LLC | 660 | $219.1K | 0.02% | −175−21.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 659 | $218.9K | 0.02% | +659 | New |
| Mosaic Family Wealth Partners, LLC | 636 | $217.7K | 0.03% | +2+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 655 | $217.6K | 0.00% | 00.0% | Unchanged |
| Single Point Partners, LLC | 654 | $217.2K | 0.04% | −28−4.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 652 | $216.6K | 0.05% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 652 | $216.6K | 0.14% | +652 | New |
| Fortitude Family Office, LLC | 651 | $216.2K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 651 | $216.2K | 0.01% | −277−29.8% | Reduced |
| Front Street Capital Management, Inc. | 650 | $216.0K | 0.03% | 00.0% | Unchanged |
| PMG Wealth Management, Inc. | 650 | $215.9K | 0.16% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 650 | $215.9K | 0.12% | 00.0% | Unchanged |
| Carson Advisory Inc. | 650 | $215.9K | 0.12% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 650 | $215.9K | 0.09% | +9+1.4% | Added |
| Simplify Asset Management Inc. | 650 | $215.9K | 0.00% | +650 | New |
| Potentia Wealth | 650 | $215.8K | 0.08% | +1+0.2% | Added |
| Simon Quick Advisors, LLC | 649 | $215.6K | 0.01% | +649 | New |
| Congress Park Capital LLC | 648 | $215.2K | 0.07% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 646 | $215.0K | 0.05% | −12−1.8% | Reduced |
| FMB Wealth Management | 646 | $214.6K | 0.09% | 00.0% | Unchanged |
| Second Half Financial Partners, LLC | 646 | $214.6K | 0.09% | −400−38.2% | Reduced |
| Lionshead Wealth Management, LLC | 645 | $214.2K | 0.17% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 643 | $213.6K | 0.01% | −17−2.6% | Reduced |
| Chickasaw Capital Management LLC | 640 | $213.0K | 0.01% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 651 | $213.0K | 0.13% | +651 | New |
| Legacy Bridge, LLC | 640 | $212.6K | 0.09% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 640 | $212.6K | 0.05% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 639 | $212.1K | 0.14% | +1+0.2% | Added |
| WealthCollab, LLC | 638 | $211.9K | 0.10% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 637 | $211.6K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 634 | $210.6K | 0.21% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 634 | $210.6K | 0.01% | +32+5.3% | Added |
| Ewa, LLC | 634 | $210.5K | 0.06% | +634 | New |
| Towerpoint Wealth, LLC | 633 | $210.3K | 0.09% | +633 | New |
| Canal Capital Management, LLC | 631 | $209.7K | 0.03% | −94−13.0% | Reduced |
| CogentBlue Wealth Advisors, LLC | 631 | $209.6K | 0.14% | +631 | New |
| Lee Financial Co | 629 | $208.9K | 0.03% | +629 | New |
| Strategic Financial Services, Inc, | 628 | $208.6K | 0.01% | +628 | New |
| Affinity Capital Advisors, LLC | 631 | $208.5K | 0.03% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 625 | $207.6K | 0.09% | −595−48.8% | Reduced |
| Nichols & Pratt Advisers LLP | 625 | $207.6K | 0.01% | −25−3.8% | Reduced |
| HORAN Wealth, LLC | 625 | $207.6K | 0.03% | +625 | New |
| Verum Partners LLC | 624 | $207.4K | 0.04% | −12−1.9% | Reduced |
| Mascoma Wealth Management LLC | 621 | $206.3K | 0.05% | 00.0% | Unchanged |