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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, Q4 2025

Institutional positions in American Express Co as of Dec 31, 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
3,043
+339 vs. Q3 2025
Shares held
586.4M
+5.58M (+1.0%) vs. Q3 2025
Total value
$216.8B
+$23.9B (+12.4%) vs. Q3 2025
New holders
430
1,063 more added
Sold out
91
1,126 more reduced

54 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 3,043 institutions
Q1 2021: 1,781 institutionsQ2 2021: 1,851 institutionsQ3 2021: 1,879 institutionsQ4 2021: 2,005 institutionsQ1 2022: 2,067 institutionsQ2 2022: 1,975 institutionsQ3 2022: 1,919 institutionsQ4 2022: 2,008 institutionsQ1 2023: 2,056 institutionsQ2 2023: 2,048 institutionsQ3 2023: 2,003 institutionsQ4 2023: 2,192 institutionsQ1 2024: 2,316 institutionsQ2 2024: 2,349 institutionsQ3 2024: 2,459 institutionsQ4 2024: 2,642 institutionsQ1 2025: 2,627 institutionsQ2 2025: 2,719 institutionsQ3 2025: 2,758 institutionsQ4 2025: 3,043 institutionsQ1 2026: 2,912 institutionsQ2 2026: 3,022 institutions
Value heldQ4 2025: $216.8B
Q1 2021: $96.5BQ2 2021: $112.6BQ3 2021: $111.2BQ4 2021: $106.1BQ1 2022: $120.0BQ2 2022: $88.0BQ3 2022: $85.1BQ4 2022: $92.3BQ1 2023: $102.9BQ2 2023: $107.9BQ3 2023: $91.3BQ4 2023: $114.5BQ1 2024: $139.5BQ2 2024: $139.8BQ3 2024: $160.6BQ4 2024: $177.5BQ1 2025: $160.7BQ2 2025: $189.9BQ3 2025: $193.4BQ4 2025: $216.8BQ1 2026: $174.8BQ2 2026: $195.1B
Institutions holding AXP and their total value by quarter
QuarterHoldersValue
Q2 20263,022$195.1B
Q1 20262,912$174.8B
Q4 20253,043$216.8B
Q3 20252,758$193.4B
Q2 20252,719$189.9B
Q1 20252,627$160.7B
Q4 20242,642$177.5B
Q3 20242,459$160.6B
Q2 20242,349$139.8B
Q1 20242,316$139.5B
Q4 20232,192$114.5B
Q3 20232,003$91.3B
Q2 20232,048$107.9B
Q1 20232,056$102.9B
Q4 20222,008$92.3B
Q3 20221,919$85.1B
Q2 20221,975$88.0B
Q1 20222,067$120.0B
Q4 20212,005$106.1B
Q3 20211,879$111.2B
Q2 20211,851$112.6B
Q1 20211,781$96.5B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2025.

Institutions holding AXP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Clark Wealth Partners1$3700.00%00.0%Unchanged
Benson Wealth Management INC2$7400.00%+2New
NorthAvenue LLC2$7400.00%+2New
Darwin Advisors, LLC3$1.11K0.00%+3New
Signature Resources Capital Management, LLC3$1.11K0.00%+3New
Cornerstone National Bank & Trust Co3$1.11K0.00%+3New
Bridge Generations Wealth Management LLC4$1.48K0.00%00.0%Unchanged
Whipplewood Advisors, LLC4$1.48K0.00%+4New
Hara Capital LLC5$1.85K0.00%00.0%Unchanged
Breakwater Investment Management5$1.85K0.00%+2+66.7%Added
LM Advisors LLC767$2.07K0.04%−1,301−62.9%Reduced
Seneschal Advisors, LLC7$2.59K0.00%00.0%Unchanged
Copia Wealth Management7$2.59K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC8$2.96K0.00%+8New
Investors Portfolio Services LLC8$2.96K0.00%+8New
Gilpin Wealth Management, LLC9$3.33K0.00%+9New
J.Safra Asset Management Corp10$3.70K0.00%+10New
TD Capital Management LLC10$3.71K0.00%+10New
Your Advocates Ltd., LLP10$3.79K0.00%00.0%Unchanged
Winch Advisory Services, LLC10$3.86K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.11$3.97K0.00%−3−21.4%Reduced
DAGCO, Inc.11$4.07K0.00%00.0%Unchanged
Sunrise Financial Services, LLC11$4.07K0.00%+11New
PayPay Securities Corp13$4.81K0.14%+1+8.3%Added
HFM Investment Advisors, LLC13$4.81K0.00%−2−13.3%Reduced
Three Bearings Fiduciary Advisors, Inc.14$4.94K0.00%+14New
MidFirst Bank301$5.92K0.00%+301New
Quaker Wealth Management, LLC16$5.92K0.00%+1+6.7%Added
Tucker Asset Management LLC17$6.29K0.00%+17New
Comprehensive Financial Planning, Inc.17$6.29K0.00%+16+1,600.0%Added
Davis Capital Management18$6.66K0.00%00.0%Unchanged
WestEnd Advisors, LLC18$6.66K0.00%+5+38.5%Added
Redwood Park Advisors LLC18$6.68K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC19$7.03K0.00%+2+11.8%Added
Insight Financial Services20$7.40K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC21$7.77K0.00%00.0%Unchanged
Corsicana & Co.21$7.77K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC21$7.77K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.23$8.12K0.00%+19+475.0%Added
Harbor Asset Planning, Inc.22$8.14K0.01%00.0%Unchanged
Aspect Partners, LLC22$8.14K0.00%+6+37.5%Added
Anfield Capital Management, LLC23$8.51K0.00%−45−66.2%Reduced
Atwood & Palmer Inc23$8.51K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.23$8.51K0.00%+21+1,050.0%Added
Principia Wealth Advisory, LLC24$8.88K0.01%+3+14.3%Added
First United Bank Trust25$9.25K0.00%−40−61.5%Reduced
Intelligent Financial Strategies25$9.25K0.00%00.0%Unchanged
Bravera Wealth25$9.25K0.00%+25New
Aviso Financial Inc.27$9.99K0.00%00.0%Unchanged
LGT Financial Advisors LLC27$9.99K0.06%00.0%Unchanged
Luken Investment Analytics, LLC27$9.99K0.00%+5+22.7%Added
TSFG, LLC28$10.0K0.00%00.0%Unchanged
Caitlin John, LLC28$10.2K0.01%+4+16.7%Added
Proffitt & Goodson Inc28$10.4K0.00%−100−78.1%Reduced
Halbert Hargrove Global Advisors, LLC28$10.4K0.00%−59−67.8%Reduced
Eq Wealth Advisors, LLC29$10.6K0.01%+29New
Kennebec Savings Bank29$10.7K0.01%00.0%Unchanged
Winnow Wealth LLC29$10.7K0.01%+16+123.1%Added
Operose Advisors LLC30$11.1K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC30$11.1K0.01%+25+500.0%Added
Manning & Napier Advisors LLC30$11.2K0.00%−51−63.0%Reduced
Red Tortoise LLC32$11.8K0.01%00.0%Unchanged
Horizon Financial Services, LLC32$11.8K0.01%+8+33.3%Added
Modus Advisors, LLC32$11.8K0.00%+32New
Gold Investment Management Ltd.33$12.2K0.00%00.0%Unchanged
Battery Global Advisors, LLC33$12.2K0.01%+33New
O'Brien Wealth Partners LLC33$12.2K0.00%+33New
One River Asset Management, LLC34$12.6K0.01%+34New
Key Capital Management, INC34$12.6K0.01%+34New
GPS Wealth Strategies Group, LLC35$12.9K0.01%−105−75.0%Reduced
Essential Partners LLC35$13.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC36$13.2K0.01%−7−16.3%Reduced
Fairway Wealth LLC37$13.7K0.00%+37New
Nalls Sherbakoff Group, LLC38$14.1K0.01%00.0%Unchanged
Evelyn Partners Asset Management Ltd38$14.1K0.00%00.0%Unchanged
Wealth Watch Advisors, INC42$15.5K0.01%+13+44.8%Added
ZRC Wealth Management, LLC42$15.5K0.01%+15+55.6%Added
Nvest Wealth Strategies, Inc.42$15.5K0.01%+42New
Horrell Capital Management, Inc.44$16.3K0.01%00.0%Unchanged
True Wealth Design, LLC44$16.4K0.00%−4−8.3%Reduced
Stone House Investment Management, LLC46$17.1K0.00%+2+4.5%Added
Bare Financial Services, Inc47$17.4K0.00%−2−4.1%Reduced
Redmont Wealth Advisors LLC47$17.4K0.03%00.0%Unchanged
Carolina Wealth Advisors, LLC48$17.8K0.01%+4+9.1%Added
ESL Trust Services, LLC50$18.5K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.51$18.9K0.00%−1−1.9%Reduced
SWAN Capital LLC51$19.0K0.01%00.0%Unchanged
Navalign, LLC52$19.3K0.00%+52New
Godfrey Financial Associates, Inc.54$20.0K0.02%+54New
Gunpowder Capital Management, LLC dba Oliver Wealth Management54$20.0K0.02%+54New
Evelyn Partners Investment Management Services Ltd55$20.3K0.00%00.0%Unchanged
Valued Wealth Advisors LLC55$20.5K0.01%+16+41.0%Added
Rogco, LP56$20.7K0.01%−4−6.7%Reduced
Frazier Financial Advisors, LLC60$22.2K0.01%+32+114.3%Added
Align Financial, LLC22,197$22.2K0.01%+22,197New
Imprint Wealth LLC61$22.6K0.11%−11−15.3%Reduced
Cornerstone Financial Management LLC63$23.3K0.02%+63New
POM Investment Strategies, LLC64$23.5K0.01%+58+966.7%Added
Evolution Wealth Management Inc.67$24.8K0.02%+66+6,600.0%Added
Sfam, LLC70$25.9K0.02%+70New