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
- 1,044 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 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 60,050 | $19.9M | 0.41% | +1,451+2.5% | Added |
| Narwhal Capital Management | 59,257 | $19.7M | 1.46% | −77−0.1% | Reduced |
| Mutual of America Capital Management LLC | 58,838 | $19.5M | 0.21% | −4,635−7.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 58,610 | $19.5M | 0.05% | −15,991−21.4% | Reduced |
| Waverton Investment Management Ltd | 58,465 | $19.4M | 0.25% | −714,302−92.4% | Reduced |
| Brookstone Capital Management | 57,829 | $19.2M | 0.23% | +3,471+6.4% | Added |
| Torray LLC | 57,650 | $19.1M | 2.60% | 00.0% | Unchanged |
| Laffer Tengler Investments | 57,591 | $19.1M | 3.03% | +7,318+14.6% | Added |
| Generali Asset Management SPA SGR | 57,315 | $19.0M | 0.41% | −976−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 56,709 | $18.8M | 0.12% | −367−0.6% | Reduced |
| Equitable Trust Co | 56,214 | $18.7M | 0.86% | +49+0.1% | Added |
| GHP Investment Advisors, Inc. | 55,738 | $18.5M | 0.78% | −118−0.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 55,516 | $18.4M | 4.03% | +848+1.6% | Added |
| Sequoia Financial Advisors, LLC | 55,354 | $18.4M | 0.11% | +173+0.3% | Added |
| Morningstar Investment Management LLC | 55,284 | $18.4M | 0.68% | +55,284 | New |
| Nippon Life Global Investors Americas, Inc. | 55,110 | $18.3M | 0.77% | +6,240+12.8% | Added |
| Anchor Capital Advisors LLC | 55,089 | $18.3M | 0.53% | −1,329−2.4% | Reduced |
| Tocqueville Asset Management L.P. | 54,079 | $18.0M | 0.26% | −65−0.1% | Reduced |
| Willis Investment Counsel | 53,817 | $17.9M | 0.98% | −471−0.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 53,803 | $17.9M | 3.05% | −105−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 53,446 | $17.8M | 0.23% | +5,463+11.4% | Added |
| Carret Asset Management, LLC | 52,956 | $17.6M | 1.71% | +33+0.1% | Added |
| Neville Rodie & Shaw Inc | 51,810 | $17.2M | 1.24% | +9,765+23.2% | Added |
| Chemistry Wealth Management LLC | 51,629 | $17.1M | 3.31% | −291−0.6% | Reduced |
| Capital International Inc | 50,828 | $16.9M | 0.14% | +11,260+28.5% | Added |
| Eventide Asset Management, LLC | 49,745 | $16.7M | 0.28% | +9,035+22.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 50,243 | $16.7M | 2.60% | −16,344−24.5% | Reduced |
| Mirova | 50,012 | $16.6M | 2.35% | +506+1.0% | Added |
| Atria Investments LLC | 49,795 | $16.5M | 0.19% | +862+1.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 49,337 | $16.4M | 0.47% | −1,084−2.1% | Reduced |
| Cresset Asset Management, LLC | 49,028 | $16.3M | 0.07% | +444+0.9% | Added |
| Stanley Capital Management, LLC | 48,830 | $16.2M | 2.67% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 48,700 | $16.2M | 0.10% | 00.0% | Unchanged |
| Argent Trust Co | 48,596 | $16.1M | 0.57% | −521−1.1% | Reduced |
| Perennial Advisors, LLC | 48,414 | $16.1M | 2.79% | −80−0.2% | Reduced |
| Private Advisor Group, LLC | 48,406 | $16.1M | 0.08% | −2,979−5.8% | Reduced |
| Sky Investment Group LLC | 47,877 | $15.9M | 2.67% | −228−0.5% | Reduced |
| Rice Partnership, LLC | 47,697 | $15.8M | 2.25% | −976−2.0% | Reduced |
| Cullinan Associates Inc | 47,613 | $15.8M | 1.03% | −7,192−13.1% | Reduced |
| Clearstead Advisors, LLC | 47,418 | $15.8M | 0.23% | +352+0.7% | Added |
| Thomasville National Bank | 47,268 | $15.7M | 0.99% | +262+0.6% | Added |
| Fishman Jay A Ltd | 47,266 | $15.7M | 1.35% | −311−0.7% | Reduced |
| Pacer Advisors, Inc. | 47,251 | $15.7M | 0.04% | −6,806−12.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 47,223 | $15.7M | 0.90% | −1,794−3.7% | Reduced |
| Choate Investment Advisors | 47,194 | $15.7M | 0.32% | −104−0.2% | Reduced |
| Strategic Wealth Designers | 47,133 | $15.7M | 1.32% | +43,776+1,304.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $15.6M | 0.12% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 46,422 | $15.4M | 1.00% | −418−0.9% | Reduced |
| Abn Amro Investment Solutions | 46,099 | $15.3M | 0.31% | −25,885−36.0% | Reduced |
| Greystone Financial Group, LLC | 46,077 | $15.3M | 2.37% | −1,087−2.3% | Reduced |
| Modern Wealth Management, LLC | 45,591 | $15.1M | 0.30% | +40,264+755.8% | Added |
| Balyasny Asset Management LLC | 45,277 | $15.0M | 0.03% | +45,277 | New |
| Teamwork Financial Advisors, LLC | 45,115 | $15.0M | 1.63% | +30,698+212.9% | Added |
| Stonegate Investment Group, LLC | 44,954 | $14.9M | 0.35% | +13,215+41.6% | Added |
| Eagle Rock Investment Company, LLC | 44,548 | $14.8M | 2.21% | −1,124−2.5% | Reduced |
| Shelton Capital Management | 44,487 | $14.8M | 0.32% | +4,283+10.7% | Added |
| Hudson Valley Investment Advisors Inc | 44,217 | $14.7M | 1.53% | −1,432−3.1% | Reduced |
| Kestra Private Wealth Services, LLC | 43,184 | $14.3M | 0.19% | +1,651+4.0% | Added |
| Stockman Wealth Management, Inc. | 43,123 | $14.3M | 1.78% | +1,864+4.5% | Added |
| Brown Brothers Harriman & Co | 43,011 | $14.3M | 0.09% | +1,610+3.9% | Added |
| Ninety One UK Ltd | 42,819 | $14.2M | 0.03% | −28,067−39.6% | Reduced |
| LaFleur & Godfrey LLC | 42,369 | $14.1M | 1.71% | +6,248+17.3% | Added |
| Univest Financial Corp | 42,309 | $14.1M | 0.79% | −134−0.3% | Reduced |
| Diversified Trust Co | 42,250 | $14.0M | 0.28% | −664−1.5% | Reduced |
| Griffin Asset Management, Inc. | 41,952 | $13.9M | 1.57% | −413−1.0% | Reduced |
| Searle & Co. | 41,714 | $13.9M | 3.67% | −455−1.1% | Reduced |
| Van Cleef Asset Management,Inc | 41,637 | $13.8M | 1.41% | −137−0.3% | Reduced |
| Sprucegrove Investment Management Ltd | 41,590 | $13.8M | 1.11% | −3,400−7.6% | Reduced |
| Kinneret Advisory, LLC | 41,411 | $13.8M | 1.17% | −185−0.4% | Reduced |
| Shayne & Co., LLC | 41,390 | $13.7M | 4.26% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 40,834 | $13.6M | 1.62% | −18,283−30.9% | Reduced |
| Norinchukin Bank, The | 40,349 | $13.4M | 0.18% | −1,855−4.4% | Reduced |
| Fundamentun, LLC | 39,958 | $13.3M | 0.55% | +483+1.2% | Added |
| Shelter Mutual Insurance Co | 39,885 | $13.2M | 2.97% | 00.0% | Unchanged |
| Avanza Fonder AB | 39,884 | $13.2M | 0.34% | +3,182+8.7% | Added |
| Polar Capital Holdings Plc | 39,810 | $13.2M | 0.06% | −33,637−45.8% | Reduced |
| Cary Street Partners Financial LLC | 39,662 | $13.2M | 0.34% | +16,104+68.4% | Added |
| NFC Investments, LLC | 39,605 | $13.2M | 3.81% | −3,080−7.2% | Reduced |
| Aptus Capital Advisors, LLC | 39,562 | $13.1M | 0.12% | +29,681+300.4% | Added |
| Mizuho Securities USA LLC | 39,533 | $13.1M | 0.27% | +1,285+3.4% | Added |
| Financial Avengers, Inc. | 39,075 | $13.0M | 5.58% | −1,319−3.3% | Reduced |
| Grimes & Company, Inc. | 39,056 | $13.0M | 0.32% | −1,335−3.3% | Reduced |
| Silicon Valley Capital Partners | 39,042 | $13.0M | 1.22% | −4,175−9.7% | Reduced |
| M. Kulyk & Associates, LLC | 39,031 | $13.0M | 2.63% | −30.0% | Reduced |
| Stansberry Asset Management, LLC | 38,985 | $12.9M | 1.35% | +127+0.3% | Added |
| Optiver Holding B.V. | 38,935 | $12.9M | 0.21% | +38,935 | New |
| Dai-Ichi Life Insurance Company, Ltd | 38,723 | $12.9M | 0.32% | +10,277+36.1% | Added |
| Torrey Growth & Income Advisors | 38,609 | $12.8M | 3.77% | +38,609 | New |
| Ironwood Investment Counsel, LLC | 38,571 | $12.8M | 1.87% | −376−1.0% | Reduced |
| Wellington Shields Capital Management, LLC | 38,291 | $12.7M | 1.93% | +2,228+6.2% | Added |
| Radnor Capital Management, LLC | 37,733 | $12.5M | 1.91% | −825−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 37,649 | $12.5M | 0.05% | −21,802−36.7% | Reduced |
| Klingenstein Fields & Co LP | 37,618 | $12.5M | 0.47% | −1,050−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 37,543 | $12.5M | 0.59% | −719−1.9% | Reduced |
| Merit Financial Group, LLC | 37,432 | $12.4M | 0.11% | +35+0.1% | Added |
| NWF Advisory Services Inc. | 37,222 | $12.4M | 1.36% | −4,579−11.0% | Reduced |
| Unison Asset Management LLC | 37,167 | $12.3M | 5.77% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 37,125 | $12.3M | 0.61% | +302+0.8% | Added |
| Bridgewater Associates, LP | 37,073 | $12.3M | 0.05% | +37,073 | New |
| Bradley & Co. Private Wealth Management, LLC | 36,932 | $12.3M | 6.79% | −112−0.3% | Reduced |