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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 1,246 | $461.1K | 0.17% | +260+26.4% | Added |
| Tanglewood Legacy Advisors, LLC | 1,247 | $461.3K | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 1,247 | $461.3K | 0.08% | 00.0% | Unchanged |
| ProCore Advisors, LLC | 1,250 | $462.5K | 0.47% | +1,250 | New |
| Mayfair Advisory Group, LLC | 1,241 | $462.6K | 0.18% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 1,252 | $463.2K | 0.02% | +1,252 | New |
| Libra Wealth LLC | 1,255 | $464.3K | 0.13% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 1,257 | $465.0K | 0.21% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,257 | $465.0K | 0.16% | +10+0.8% | Added |
| BBR Partners, LLC | 1,258 | $465.3K | 0.02% | −20−1.6% | Reduced |
| Capital Asset Advisory Services LLC | 1,214 | $465.5K | 0.02% | +28+2.4% | Added |
| Mechanics Bank Trust Department | 1,260 | $466.1K | 0.06% | −45−3.4% | Reduced |
| Monticello Wealth Management, LLC | 1,260 | $466.1K | 0.03% | +34+2.8% | Added |
| Navellier & Associates Inc | 1,261 | $466.5K | 0.05% | −1,965−60.9% | Reduced |
| Advus Financial Partners, LLC | 1,264 | $467.6K | 0.11% | −242−16.1% | Reduced |
| Summit Asset Management, LLC | 1,265 | $468.0K | 0.07% | −85−6.3% | Reduced |
| Fagan Associates, Inc. | 1,265 | $468.0K | 0.06% | −35−2.7% | Reduced |
| Mainstream Capital Management LLC | 1,266 | $468.4K | 0.31% | 00.0% | Unchanged |
| Vantus Wealth LLC | 1,267 | $468.7K | 0.35% | +1,267 | New |
| HORAN Wealth, LLC | 1,268 | $469.3K | 0.07% | +643+102.9% | Added |
| ETF Portfolio Partners, Inc. | 1,269 | $469.5K | 0.12% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,271 | $470.4K | 0.18% | −30−2.3% | Reduced |
| Tortoise Investment Management, LLC | 1,274 | $471.3K | 0.04% | −136−9.6% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,274 | $471.3K | 0.08% | +1,274 | New |
| Prudent Investors Network | 1,277 | $472.4K | 0.11% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,278 | $472.7K | 0.03% | +400+45.6% | Added |
| 4J Wealth Management LLC | 1,278 | $472.8K | 0.27% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,279 | $473.2K | 0.10% | 00.0% | Unchanged |
| First National Bank | 1,282 | $474.3K | 0.25% | −180−12.3% | Reduced |
| Southeast Asset Advisors Inc. | 1,284 | $475.1K | 0.05% | +2+0.2% | Added |
| Old Port Advisors | 1,285 | $475.4K | 0.12% | +9+0.7% | Added |
| Wealth Group, Ltd. | 1,287 | $476.0K | 0.46% | +1,287 | New |
| Vigilare Wealth Management | 1,291 | $477.6K | 0.16% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,299 | $480.6K | 0.22% | +19+1.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,300 | $480.9K | 0.04% | +1,300 | New |
| Sittner & Nelson, LLC | 1,343 | $482.3K | 0.17% | +15+1.1% | Added |
| Kapstone Financial Advisors LLC | 1,304 | $482.4K | 0.24% | 00.0% | Unchanged |
| Alpha Family Trust | 1,305 | $482.8K | 0.22% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,306 | $483.2K | 0.00% | −13,646−91.3% | Reduced |
| BTC Capital Management, Inc. | 1,312 | $485.4K | 0.03% | +228+21.0% | Added |
| May Hill Capital, LLC | 1,314 | $486.1K | 0.13% | +97+8.0% | Added |
| SFMG, LLC | 1,316 | $486.7K | 0.03% | +45+3.5% | Added |
| North Dallas Bank & Trust Co | 1,318 | $487.6K | 0.32% | +1,318 | New |
| Capital Advisors, Ltd. LLC | 1,318 | $488.0K | 0.06% | 00.0% | Unchanged |
| TrustBank | 1,320 | $488.3K | 0.20% | +1,320 | New |
| Sharkey, Howes & Javer | 1,320 | $488.5K | 0.06% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,323 | $489.4K | 0.52% | +247+23.0% | Added |
| Evergreen Wealth Solutions, LLC | 1,328 | $491.3K | 0.07% | −105−7.3% | Reduced |
| Winthrop Advisory Group LLC | 1,326 | $491.4K | 0.04% | −169−11.3% | Reduced |
| CVA Family Office, LLC | 1,329 | $491.7K | 0.06% | +22+1.7% | Added |
| WealthShield Partners, LLC | 1,330 | $492.2K | 0.05% | +2+0.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,333 | $493.0K | 0.10% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,333 | $493.1K | 0.05% | +56+4.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,335 | $493.8K | 0.19% | +1,335 | New |
| Michael Brady & Co., LLC | 1,335 | $493.9K | 0.49% | +1,335 | New |
| Trust Co of the South | 1,336 | $494.3K | 0.08% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,338 | $495.0K | 1.28% | +1,338 | New |
| Burton Enright Welch | 1,338 | $495.0K | 0.07% | −27−2.0% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,339 | $495.4K | 0.11% | +78+6.2% | Added |
| Eagle Harbor Asset Management Inc | 1,342 | $496.5K | 0.41% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,343 | $496.8K | 0.26% | −25−1.8% | Reduced |
| Schnieders Capital Management, LLC. | 1,343 | $496.8K | 0.08% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,348 | $498.7K | 0.36% | +17+1.3% | Added |
| Northstar Asset Management LLC | 1,350 | $499.4K | 0.11% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 1,353 | $500.4K | 0.07% | −100−6.9% | Reduced |
| 55 North Private Wealth, LLC | 1,354 | $500.9K | 0.13% | +1,354 | New |
| Legacy Private Trust Co. | 1,355 | $501.3K | 0.03% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,355 | $501.6K | 0.17% | −194−12.5% | Reduced |
| Armstrong Advisory Group, Inc | 1,357 | $502.0K | 0.03% | −12−0.9% | Reduced |
| First Financial Bank - Trust Division | 1,361 | $503.5K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 1,364 | $504.6K | 0.39% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,376 | $509.0K | 0.03% | +1,376 | New |
| Proficio Capital Partners LLC | 1,377 | $509.6K | 0.04% | −68−4.7% | Reduced |
| HBW Advisory Services LLC | 1,379 | $510.2K | 0.06% | +1,379 | New |
| Five Oceans Advisors | 1,385 | $512.4K | 0.18% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,385 | $512.5K | 0.32% | +46+3.4% | Added |
| Stegent Equity Advisors, Inc. | 1,386 | $512.8K | 0.40% | +250+22.0% | Added |
| Washington Trust Bank | 1,390 | $514.2K | 0.04% | 00.0% | Unchanged |
| Bluedoor Private Wealth, LLC | 1,391 | $514.6K | 0.24% | +1,391 | New |
| LCNB Corp | 1,392 | $515.0K | 0.17% | 00.0% | Unchanged |
| Davis R M Inc | 1,393 | $515.3K | 0.01% | −385−21.7% | Reduced |
| Waldron Private Wealth LLC | 1,393 | $515.3K | 0.02% | −419−23.1% | Reduced |
| Atlas Private Wealth Advisors | 1,396 | $516.4K | 0.12% | +1+0.1% | Added |
| Terra Nova Asset Management LLC | 1,399 | $517.4K | 0.34% | +3+0.2% | Added |
| Gateway Wealth Partners, LLC | 1,399 | $517.7K | 0.06% | +249+21.7% | Added |
| Westover Capital Advisors, LLC | 1,400 | $517.9K | 0.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,400 | $517.9K | 0.06% | +29+2.1% | Added |
| ELCO Management Co., LLC | 1,400 | $517.9K | 0.33% | +600+75.0% | Added |
| Greenspring Advisors, LLC | 1,401 | $518.4K | 0.03% | +1,401 | New |
| Carter Financial Group, INC. | 1,403 | $519.2K | 0.31% | −105−7.0% | Reduced |
| Blue Fin Capital, Inc. | 1,404 | $519.3K | 0.08% | −247−15.0% | Reduced |
| EntryPoint Capital, LLC | 1,405 | $519.8K | 0.20% | +1,405 | New |
| Northwest Bancshares, Inc. | 1,409 | $521.3K | 0.10% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,410 | $521.6K | 0.13% | +1,410 | New |
| Wellington Grp LLC | 1,410 | $521.6K | 0.17% | +1,410 | New |
| Coston, McIsaac & Partners | 1,413 | $522.0K | 0.12% | +157+12.5% | Added |
| Shulman DeMeo Asset Management LLC | 1,411 | $522.1K | 0.12% | −17−1.2% | Reduced |
| Capital Performance Advisors LLP | 1,411 | $522.3K | 0.04% | +373+35.9% | Added |
| Merrion Investment Management Co, LLC | 1,416 | $523.8K | 0.28% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,416 | $523.8K | 0.19% | 00.0% | Unchanged |