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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 13,709 | $4.55M | 0.16% | +4,176+43.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,632 | $4.53M | 0.05% | −20.0% | Reduced |
| Birmingham Capital Management Co Inc | 13,500 | $4.48M | 2.06% | −200−1.5% | Reduced |
| Change Path, LLC | 13,475 | $4.48M | 0.11% | −521−3.7% | Reduced |
| Bryn Mawr Trust Co | 13,474 | $4.48M | 0.11% | −13,936−50.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 13,447 | $4.47M | 0.16% | −263−1.9% | Reduced |
| Diversify Wealth Management, LLC | 12,328 | $4.46M | 0.26% | +545+4.6% | Added |
| Parallel Advisors, LLC | 13,361 | $4.44M | 0.08% | +424+3.3% | Added |
| Zhang Financial LLC | 13,359 | $4.44M | 0.18% | +1,126+9.2% | Added |
| Grandfield & Dodd, LLC | 13,310 | $4.42M | 0.25% | +40+0.3% | Added |
| Buckhead Capital Management LLC | 13,271 | $4.41M | 1.60% | +114+0.9% | Added |
| Fiduciary Alliance LLC | 13,163 | $4.37M | 0.29% | −351−2.6% | Reduced |
| Compass Wealth Management LLC | 13,135 | $4.36M | 0.97% | −434−3.2% | Reduced |
| Banque Pictet & Cie SA | 13,113 | $4.36M | 0.04% | −1,543−10.5% | Reduced |
| Boston Family Office LLC | 13,105 | $4.35M | 0.28% | −25−0.2% | Reduced |
| Jump Financial, LLC | 13,044 | $4.33M | 0.05% | +13,044 | New |
| Greenfield Savings Bank | 13,018 | $4.32M | 1.82% | −98−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 13,013 | $4.32M | 0.30% | −144−1.1% | Reduced |
| Ritholtz Wealth Management | 13,000 | $4.32M | 0.08% | +1,144+9.6% | Added |
| Conscious Wealth Investments, LLC | 11,962 | $4.31M | 2.56% | −128−1.1% | Reduced |
| Smith, Salley & Associates | 12,947 | $4.30M | 0.22% | −224−1.7% | Reduced |
| BDF-Gestion | 12,892 | $4.28M | 0.51% | −2,682−17.2% | Reduced |
| Strata Wealth Advisors, LLC | 12,843 | $4.27M | 1.13% | −12−0.1% | Reduced |
| BLB&B Advisors, LLC | 12,803 | $4.25M | 0.18% | −25−0.2% | Reduced |
| Invesco, LLC | 12,768 | $4.24M | 1.43% | −60.0% | Reduced |
| Stenger Family Office, LLC | 11,713 | $4.24M | 0.89% | +1,712+17.1% | Added |
| Investment Advisory Services Inc | 12,655 | $4.20M | 1.32% | −243−1.9% | Reduced |
| Brighton Jones LLC | 12,651 | $4.20M | 0.10% | +954+8.2% | Added |
| Constitution Capital LLC | 12,630 | $4.20M | 1.96% | +255+2.1% | Added |
| Teachers Insurance & Annuity Association of America | 12,617 | $4.19M | 5.00% | −194−1.5% | Reduced |
| Midwest Professional Planners, LTD. | 12,555 | $4.17M | 1.02% | +22+0.2% | Added |
| Wesbanco Bank Inc | 12,533 | $4.16M | 0.12% | −25−0.2% | Reduced |
| Central Pacific Bank - Trust Division | 12,520 | $4.16M | 0.50% | −9−0.1% | Reduced |
| Karani Asset Management LLC | 12,406 | $4.12M | 3.52% | −5,921−32.3% | Reduced |
| Farther Finance Advisors, LLC | 12,403 | $4.12M | 0.06% | +1,495+13.7% | Added |
| Horizon Investment Services, LLC | 12,378 | $4.11M | 1.55% | −632−4.9% | Reduced |
| Banyan Capital Management, Inc. | 12,331 | $4.10M | 1.86% | −1,099−8.2% | Reduced |
| Moody National Bank Trust Division | 12,257 | $4.07M | 0.34% | +875+7.7% | Added |
| Marsico Capital Management LLC | 12,251 | $4.07M | 0.10% | +4,599+60.1% | Added |
| Integrated Advisors Network LLC | 12,250 | $4.07M | 0.17% | −229−1.8% | Reduced |
| Independent Financial Group, LLC | 12,158 | $4.04M | 0.10% | +337+2.9% | Added |
| Hilltop Holdings Inc. | 12,133 | $4.03M | 0.21% | +7,735+175.9% | Added |
| West Oak Capital, LLC | 12,077 | $4.01M | 1.60% | −985−7.5% | Reduced |
| Wedmont Private Capital | 12,185 | $4.00M | 0.15% | +145+1.2% | Added |
| Salvus Wealth Management, LLC | 12,018 | $3.99M | 2.23% | −4,352−26.6% | Reduced |
| Global Retirement Partners, LLC | 12,002 | $3.99M | 0.09% | +1,029+9.4% | Added |
| RFG Advisory, LLC | 12,002 | $3.99M | 0.08% | −422−3.4% | Reduced |
| Independent Investors Inc | 12,000 | $3.99M | 0.77% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 11,018 | $3.98M | 0.13% | +1,017+10.2% | Added |
| Insight Inv LLC | 11,974 | $3.98M | 2.34% | +163+1.4% | Added |
| Infusive Asset Management Inc. | 11,969 | $3.98M | 1.82% | −522−4.2% | Reduced |
| Sargent Investment Group, LLC | 11,956 | $3.97M | 0.57% | +403+3.5% | Added |
| Canandaigua National Bank & Trust Co | 11,922 | $3.96M | 0.35% | −12−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,914 | $3.96M | 0.08% | −337−2.8% | Reduced |
| Harbor Capital Advisors, Inc. | 11,912 | $3.96M | 0.31% | +205+1.8% | Added |
| Catalytic Wealth RIA, LLC | 11,907 | $3.96M | 0.13% | +6,537+121.7% | Added |
| Vinva Investment Management Ltd | 11,535 | $3.95M | 0.08% | −2,924−20.2% | Reduced |
| Columbia Asset Management | 11,857 | $3.94M | 0.74% | −11−0.1% | Reduced |
| Profund Advisors LLC | 11,808 | $3.92M | 0.13% | −26−0.2% | Reduced |
| Trust Co of Toledo NA | 11,761 | $3.91M | 0.39% | −25−0.2% | Reduced |
| Plimoth Trust Co LLC | 11,742 | $3.90M | 0.88% | +347+3.0% | Added |
| Great Lakes Retirement, Inc. | 11,728 | $3.90M | 0.43% | +539+4.8% | Added |
| Quantessence Capital LLC | 11,698 | $3.89M | 1.23% | +11,698 | New |
| SCS Capital Management LLC | 11,668 | $3.88M | 0.04% | −358−3.0% | Reduced |
| Shell Asset Management Co | 11,608 | $3.86M | 0.39% | −20,868−64.3% | Reduced |
| Aristotle Capital Management, LLC | 11,530 | $3.83M | 0.01% | 00.0% | Unchanged |
| Family Capital Trust Co | 11,447 | $3.80M | 1.27% | −25,233−68.8% | Reduced |
| Bull Street Advisors, LLC | 11,430 | $3.80M | 1.77% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 11,416 | $3.79M | 1.57% | −463−3.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,502 | $3.79M | 0.61% | −115−1.1% | Reduced |
| Jacobi Capital Management LLC | 11,414 | $3.79M | 0.23% | −1,013−8.2% | Reduced |
| Daymark Wealth Partners, LLC | 11,408 | $3.79M | 0.13% | +4,730+70.8% | Added |
| Lowe Brockenbrough & Co Inc | 11,391 | $3.78M | 0.19% | −50−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,386 | $3.78M | 0.08% | −28−0.2% | Reduced |
| Accuvest Global Advisors | 11,320 | $3.76M | 2.34% | +10,434+1,177.7% | Added |
| G&S Capital LLC | 11,244 | $3.73M | 1.38% | −141−1.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,185 | $3.72M | 2.13% | −60−0.5% | Reduced |
| Asio Capital, LLC | 11,181 | $3.71M | 0.56% | +720+6.9% | Added |
| Cullen Investment Group, Ltd. | 11,198 | $3.70M | 0.49% | −75−0.7% | Reduced |
| Vestcor Inc | 11,121 | $3.69M | 0.11% | −255−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 11,111 | $3.69M | 0.10% | −3,346−23.1% | Reduced |
| Wealthspire Advisors, LLC | 11,054 | $3.67M | 0.02% | −207−1.8% | Reduced |
| Gifford Fong Associates | 11,000 | $3.65M | 0.77% | 00.0% | Unchanged |
| Fruth Investment Management | 10,980 | $3.65M | 0.99% | −230−2.1% | Reduced |
| St. Johns Investment Management Company, LLC | 10,957 | $3.64M | 1.55% | +164+1.5% | Added |
| KCM Investment Advisors LLC | 10,946 | $3.64M | 0.12% | −232−2.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 10,911 | $3.62M | 1.05% | −309−2.8% | Reduced |
| Texas Bank & Trust Co | 10,873 | $3.61M | 1.37% | −91−0.8% | Reduced |
| Evoke Wealth, LLC | 10,836 | $3.60M | 0.08% | +1,018+10.4% | Added |
| Arista Wealth Management, LLC | 10,837 | $3.60M | 0.45% | +651+6.4% | Added |
| Venturi Wealth Management, LLC | 10,756 | $3.57M | 0.17% | −257−2.3% | Reduced |
| Ahl Investment Management, Inc. | 10,755 | $3.57M | 2.44% | −360−3.2% | Reduced |
| Parkside Financial Bank & Trust | 10,753 | $3.57M | 0.28% | +483+4.7% | Added |
| Ostrum Asset Management | 10,741 | $3.57M | 0.16% | −891−7.7% | Reduced |
| Sowell Financial Services LLC | 10,604 | $3.52M | 0.14% | −1,148−9.8% | Reduced |
| Private Wealth Partners, LLC | 10,603 | $3.52M | 0.25% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 10,580 | $3.51M | 0.36% | 00.0% | Unchanged |
| Puzo Michael J | 10,568 | $3.51M | 0.96% | +2,799+36.0% | Added |
| Sigma Planning Corp | 10,534 | $3.50M | 0.10% | +17+0.2% | Added |
| Evergreen Capital Management LLC | 10,531 | $3.50M | 0.08% | +788+8.1% | Added |