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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 1,426 | $527.5K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 1,430 | $528.9K | 0.02% | −110−7.1% | Reduced |
| Prosperity Bancshares Inc | 1,430 | $529.0K | 0.48% | +1,430 | New |
| 626 Financial, LLC | 1,431 | $529.2K | 0.23% | +1+0.1% | Added |
| East Coast Asset Management, LLC. | 1,442 | $533.5K | 0.16% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,445 | $534.6K | 0.08% | −154−9.6% | Reduced |
| Fidelity D & D Bancorp Inc | 1,448 | $535.7K | 0.23% | −112−7.2% | Reduced |
| Activest Wealth Management | 1,449 | $536.2K | 0.10% | +898+163.0% | Added |
| China Universal Asset Management Co., Ltd. | 1,451 | $536.8K | 0.04% | +1,451 | New |
| Invested Advisors | 1,454 | $537.9K | 0.56% | −245−14.4% | Reduced |
| Accretive Wealth Partners, LLC | 1,454 | $537.9K | 0.16% | +135+10.2% | Added |
| Howard Financial Services, Ltd. | 1,456 | $538.6K | 0.06% | +91+6.7% | Added |
| OneAscent Family Office, LLC | 1,456 | $538.6K | 0.37% | +180+14.1% | Added |
| Revolve Wealth Partners, LLC | 1,459 | $539.8K | 0.06% | −3−0.2% | Reduced |
| Nautilus Advisors LLC | 1,459 | $539.9K | 0.35% | −403−21.6% | Reduced |
| Acadian Asset Management LLC | 1,460 | $540.0K | 0.00% | −223−13.3% | Reduced |
| Crew Capital Management, Ltd. | 1,460 | $540.1K | 0.34% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,467 | $542.7K | 0.03% | +57+4.0% | Added |
| Heritage Financial Services, LLC | 1,469 | $543.5K | 0.05% | −134−8.4% | Reduced |
| State of Wyoming | 1,470 | $543.8K | 0.06% | −546−27.1% | Reduced |
| First Business Financial Services, Inc. | 1,472 | $544.6K | 0.05% | +4+0.3% | Added |
| Aire Advisors, LLC | 1,480 | $547.6K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,480 | $547.6K | 0.11% | +54+3.8% | Added |
| Sandy Cove Advisors, LLC | 1,486 | $549.6K | 0.16% | +24+1.6% | Added |
| Koss-Olinger Consulting, LLC | 1,488 | $550.0K | 0.04% | +18+1.2% | Added |
| Spahn Wealth & Retirement LLC | 1,488 | $550.5K | 0.34% | −12−0.8% | Reduced |
| Richard W. Paul & Associates, LLC | 1,490 | $551.1K | 0.18% | −120−7.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,491 | $551.6K | 0.05% | +22+1.5% | Added |
| Compass Ion Advisors, LLC | 1,494 | $552.7K | 0.05% | −13−0.9% | Reduced |
| Peachtree Investment Partners, LLC | 1,497 | $553.7K | 0.18% | +357+31.3% | Added |
| Holowesko Partners Ltd. | 1,500 | $554.9K | 0.19% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,500 | $554.9K | 0.03% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,500 | $554.9K | 0.26% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 1,500 | $554.9K | 0.05% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 1,500 | $555.0K | 0.07% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,503 | $556.0K | 0.14% | +14+0.9% | Added |
| Walker Asset Management, LLC | 1,504 | $556.5K | 0.30% | +2+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 1,505 | $556.9K | 0.09% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,507 | $557.5K | 0.08% | +129+9.4% | Added |
| Jaffetilchin Investment Partners, LLC | 1,508 | $558.1K | 0.03% | +3+0.2% | Added |
| Annex Advisory Services, LLC | 1,510 | $558.6K | 0.01% | +237+18.6% | Added |
| Vicus Capital | 1,510 | $558.7K | 0.04% | +327+27.6% | Added |
| MV Capital Management, Inc. | 1,515 | $560.5K | 0.05% | +5+0.3% | Added |
| Optima Capital LLC | 1,517 | $561.2K | 0.24% | +8+0.5% | Added |
| Polymer Capital Management (US) LLC | 1,518 | $561.6K | 0.07% | −2,896−65.6% | Reduced |
| Wealthstar Advisors, LLC | 1,523 | $563.4K | 0.31% | +74+5.1% | Added |
| Investors Research Corp | 1,524 | $563.8K | 0.10% | −50−3.2% | Reduced |
| Rebalance, LLC | 1,525 | $564.2K | 0.03% | −60−3.8% | Reduced |
| Osterweis Capital Management Inc | 1,525 | $564.2K | 0.02% | 00.0% | Unchanged |
| Francis Financial, Inc. | 1,531 | $566.4K | 0.11% | −69−4.3% | Reduced |
| Engineers Gate Manager LP | 1,531 | $566.4K | 0.01% | +1,531 | New |
| Toth Financial Advisory Corp | 1,534 | $567.6K | 0.06% | −10−0.6% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,535 | $568.0K | 0.10% | −198−11.4% | Reduced |
| Delta Asset Management LLC | 1,538 | $569.0K | 0.05% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 1,488 | $569.9K | 0.08% | −3−0.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,541 | $570.1K | 0.25% | +476+44.7% | Added |
| Barton Investment Management | 1,544 | $571.2K | 0.06% | −191−11.0% | Reduced |
| Wellington-Altus USA Inc. | 1,544 | $571.2K | 0.42% | +1,544 | New |
| Crusonia Wealth Advisors LLC | 1,546 | $571.9K | 0.13% | +1,546 | New |
| Boit C F David | 1,525 | $572.8K | 0.25% | 00.0% | Unchanged |
| Granite Islands Private Wealth, LLC | 1,553 | $574.5K | 0.53% | +1,553 | New |
| UMA Financial Services, Inc. | 1,554 | $574.9K | 0.08% | +32+2.1% | Added |
| Sentry Investment Management LLC | 1,553 | $575.0K | 0.38% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 1,555 | $575.3K | 0.30% | −25−1.6% | Reduced |
| North Capital, Inc. | 1,555 | $575.4K | 0.50% | −152−8.9% | Reduced |
| LMCG Investments, LLC | 1,556 | $575.6K | 0.03% | −7−0.4% | Reduced |
| Gradient Investments LLC | 1,558 | $576.3K | 0.01% | −590−27.5% | Reduced |
| Blueshift Asset Management, LLC | 1,560 | $577.1K | 0.17% | −1,940−55.4% | Reduced |
| Versant Capital Management, Inc | 1,560 | $577.1K | 0.07% | +109+7.5% | Added |
| MinichMacGregor Wealth Management, LLC | 1,561 | $577.8K | 0.10% | +174+12.5% | Added |
| Impact Capital Partners LLC | 1,564 | $578.6K | 0.17% | +17+1.1% | Added |
| Hibernia Wealth Partners, LLC | 1,566 | $579.1K | 0.17% | +1,566 | New |
| Agate Pass Investment Management, LLC | 1,570 | $580.8K | 0.22% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,570 | $580.8K | 0.32% | −251−13.8% | Reduced |
| CPA Asset Management LLC | 1,572 | $581.6K | 0.20% | +1,572 | New |
| Focused Alpha, LLC | 1,572 | $581.7K | 0.17% | +1,572 | New |
| Windsor Capital Management, LLC | 1,575 | $582.7K | 0.16% | +101+6.9% | Added |
| Ridgecrest Wealth Partners, LLC | 1,579 | $584.2K | 0.32% | −291−15.6% | Reduced |
| Logan Capital Management Inc | 1,586 | $586.7K | 0.02% | +1,451+1,074.8% | Added |
| Consolidated Planning Corp | 1,587 | $587.1K | 0.06% | +124+8.5% | Added |
| Allred Capital Management, LLC | 1,595 | $590.1K | 0.21% | +2+0.1% | Added |
| KFA Private Wealth Group, LLC | 1,598 | $591.2K | 0.14% | +9+0.6% | Added |
| Eurizon SLJ Capital Ltd | 1,598 | $591.2K | 0.23% | +1,598 | New |
| Paradigm Asset Management Co LLC | 1,600 | $591.9K | 0.14% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,605 | $593.7K | 0.04% | −9−0.6% | Reduced |
| Centric Wealth Management | 1,688 | $595.6K | 0.13% | +150+9.8% | Added |
| Quest Partners LLC | 1,612 | $596.4K | 0.03% | +288+21.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,614 | $597.1K | 0.17% | +2+0.1% | Added |
| Keebeck Wealth Management, LLC | 1,616 | $597.8K | 0.07% | +260+19.2% | Added |
| Onefund, LLC | 1,617 | $598.2K | 0.36% | +79+5.1% | Added |
| Silverlake Wealth Management LLC | 1,617 | $598.2K | 0.13% | −14−0.9% | Reduced |
| Peterson Wealth Services | 1,619 | $598.9K | 0.15% | −429−20.9% | Reduced |
| Strategy Asset Managers LLC | 1,624 | $600.8K | 0.10% | +34+2.1% | Added |
| Rockbridge Investment Management, LCC | 1,625 | $601.2K | 0.06% | +10+0.6% | Added |
| City Holding Co | 1,626 | $601.5K | 0.07% | +30+1.9% | Added |
| Fort Washington Investment Advisors Inc | 1,626 | $601.6K | 0.00% | +72+4.6% | Added |
| Foster & Motley Inc | 1,626 | $602.0K | 0.03% | −25−1.5% | Reduced |
| Heritage Wealth Management, Inc. | 1,629 | $602.6K | 0.17% | −113−6.5% | Reduced |
| CSM Advisors, LLC | 1,630 | $603.0K | 0.02% | −7,900−82.9% | Reduced |
| Trilogy Capital Inc. | 1,630 | $603.0K | 0.03% | −31−1.9% | Reduced |