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 |
|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 620 | $205.9K | 0.04% | +620 | New |
| JPL Wealth Management, LLC | 619 | $205.7K | 0.05% | +619 | New |
| Romano Brothers and Company | 619 | $205.6K | 0.02% | +619 | New |
| Vision Capital Management, Inc. | 618 | $205.3K | 0.03% | +618 | New |
| Claris Advisors, LLC | 642 | $204.9K | 0.07% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 616 | $204.6K | 0.03% | −32−4.9% | Reduced |
| Thrive Capital Management, LLC | 616 | $204.6K | 0.05% | −24−3.8% | Reduced |
| a16z Perennial Management, L.P. | 616 | $204.6K | 0.02% | +616 | New |
| Traveka Wealth, LLC | 615 | $204.2K | 0.09% | +615 | New |
| Biltmore Family Office, LLC | 614 | $203.9K | 0.03% | −13−2.1% | Reduced |
| Intrua Financial, LLC | 612 | $203.2K | 0.02% | −208−25.4% | Reduced |
| Advisory Resource Group | 610 | $202.6K | 0.04% | +610 | New |
| Planning Directions Inc | 610 | $202.5K | 0.11% | +610 | New |
| Bullock Wealth Management Group | 616 | $202.3K | 0.10% | −951−60.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 609 | $202.3K | 0.02% | +609 | New |
| BLVD Private Wealth, LLC | 609 | $202.3K | 0.17% | +609 | New |
| Triad Wealth Partners, LLC | 609 | $202.2K | 0.03% | +609 | New |
| Regimen Wealth, LLC | 607 | $201.5K | 0.06% | +607 | New |
| Wayfinding Financial, LLC | 608 | $201.0K | 0.09% | +608 | New |
| Kentucky Trust Co | 605 | $201.0K | 0.11% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 605 | $201.0K | 0.00% | +605 | New |
| Gilliland Jeter Wealth Management LLC | 604 | $200.5K | 0.06% | −216−26.3% | Reduced |
| First American Trust, FSB | 602 | $200.1K | 0.01% | +602 | New |
| Lavaca Capital LLC | 590 | $196.0K | 0.04% | −1,752−74.8% | Reduced |
| LRI Investments, LLC | 583 | $193.7K | 0.02% | −107−15.5% | Reduced |
| CGC Financial Services, LLC | 582 | $193.3K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 573 | $190.6K | 0.05% | −1,426−71.3% | Reduced |
| Addison Advisors LLC | 569 | $189.0K | 0.04% | +9+1.6% | Added |
| William B. Walkup & Associates, Inc. | 565 | $187.7K | 0.10% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 563 | $187.0K | 0.04% | +563 | New |
| MRP Capital Investments, LLC | 584 | $186.3K | 0.16% | +584 | New |
| Stephens Consulting, LLC | 558 | $185.5K | 0.06% | +40+7.7% | Added |
| Clear Street Markets LLC | 556 | $184.7K | 0.06% | +520+1,444.4% | Added |
| Activest Wealth Management | 551 | $183.0K | 0.04% | +40+7.8% | Added |
| Catherine Avery Investment Management LLC | 550 | $182.7K | 0.12% | −150−21.4% | Reduced |
| First Community Trust NA | 550 | $182.7K | 0.14% | −60−9.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 543 | $180.4K | 0.15% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 541 | $179.7K | 0.01% | −19−3.4% | Reduced |
| Park Place Capital Corp | 541 | $179.7K | 0.04% | +472+684.1% | Added |
| VSM Wealth Advisory, LLC | 533 | $177.0K | 0.06% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 531 | $176.4K | 0.06% | −505−48.7% | Reduced |
| Wealth Preservation Advisors, LLC | 528 | $175.4K | 0.10% | +300+131.6% | Added |
| AXS Investments LLC | 528 | $175.4K | 0.06% | +528 | New |
| Cheviot Value Management, LLC | 475 | $171.5K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 509 | $169.1K | 0.11% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 501 | $166.4K | 0.04% | +33+7.1% | Added |
| Creative Capital Management Investments LLC | 500 | $166.1K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 464 | $154.1K | 0.02% | −80−14.7% | Reduced |
| Deseret Mutual Benefit Administrators | 460 | $152.8K | 0.06% | −27−5.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 457 | $151.8K | 0.04% | +15+3.4% | Added |
| Bruce G. Allen Investments, LLC | 455 | $151.1K | 0.11% | −182−28.6% | Reduced |
| Rakuten Securities, Inc. | 453 | $150.5K | 0.06% | −371−45.0% | Reduced |
| Financial Freedom, LLC | 440 | $146.2K | 0.07% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 448 | $145.3K | 0.01% | −129−22.4% | Reduced |
| ORG Partners LLC | 428 | $142.2K | 0.03% | +82+23.7% | Added |
| Beaird Harris Wealth Management, LLC | 427 | $141.7K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 419 | $139.2K | 0.10% | 00.0% | Unchanged |
| Birchbrook, Inc. | 410 | $136.2K | 0.07% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 410 | $136.2K | 0.04% | +410 | New |
| Bell Investment Advisors, Inc | 405 | $134.5K | 0.02% | +10+2.5% | Added |
| Wall Street Access Asset Management, LLC | 405 | $134.5K | 0.03% | +405 | New |
| Field & Main Bank | 400 | $132.9K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 394 | $130.8K | 0.03% | +15+4.0% | Added |
| GW&K Investment Management, LLC | 383 | $127.0K | 0.00% | +14+3.8% | Added |
| Bernard Wealth Management Corp. | 367 | $121.9K | 0.05% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 344 | $121.8K | 0.17% | +344 | New |
| Hollencrest Capital Management | 364 | $121.1K | 0.00% | −3−0.8% | Reduced |
| Tobam | 361 | $120.0K | 0.04% | −301−45.5% | Reduced |
| Rise Advisors, LLC | 359 | $119.2K | 0.04% | +11+3.2% | Added |
| Ironwood Wealth Management, Inc. | 377 | $119.2K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 351 | $116.8K | 0.01% | +2+0.6% | Added |
| High Note Wealth, LLC | 344 | $114.3K | 0.02% | +2+0.6% | Added |
| Gleason Group, Inc. | 343 | $113.8K | 0.01% | +1+0.3% | Added |
| Gables Capital Management Inc. | 340 | $112.9K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 337 | $111.9K | 0.07% | +115+51.8% | Added |
| FWL Investment Management, LLC | 334 | $110.9K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 331 | $109.9K | 0.03% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 316 | $105.0K | 0.08% | +67+26.9% | Added |
| Murphy & Mullick Capital Management Corp | 308 | $104.6K | 0.08% | +28+10.0% | Added |
| Northwest Capital Management Inc | 313 | $104.0K | 0.11% | 00.0% | Unchanged |
| Crews Bank & Trust | 312 | $103.6K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 302 | $100.3K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 302 | $100.3K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 300 | $100.0K | 0.06% | +10+3.4% | Added |
| Glen Eagle Advisors, LLC | 296 | $98.4K | 0.01% | +47+18.9% | Added |
| Pinnacle Bancorp, Inc. | 294 | $97.7K | 0.03% | 00.0% | Unchanged |
| Graney & King, LLC | 293 | $97.2K | 0.07% | +1+0.3% | Added |
| Tacita Capital Inc | 290 | $96.3K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 289 | $96.0K | 0.01% | +241+502.1% | Added |
| Ritter Daniher Financial Advisory LLC | 288 | $95.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 284 | $94.3K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 273 | $89.7K | 0.03% | −1−0.4% | Reduced |
| Vermillion Wealth Management, Inc. | 269 | $89.3K | 0.02% | +1+0.4% | Added |
| Quest 10 Wealth Builders, Inc. | 269 | $89.3K | 0.08% | −84−23.8% | Reduced |
| Wiser Advisor Group LLC | 265 | $88.0K | 0.11% | +265 | New |
| Transamerica Financial Advisors, Inc. | 262 | $87.0K | 0.01% | +259+8,633.3% | Added |
| Accredited Wealth Management, LLC | 106 | $85.9K | 0.07% | −152−58.9% | Reduced |
| Avalon Trust Co | 253 | $84.0K | 0.01% | +14+5.9% | Added |
| WPG Advisers, LLC | 251 | $83.4K | 0.06% | −3−1.2% | Reduced |
| Founders Capital Management | 250 | $83.0K | 0.04% | 00.0% | Unchanged |