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 |
|---|---|---|---|---|---|
| PCM Encore, LLC | 1,631 | $603.5K | 0.13% | +1,631 | New |
| HCR Wealth Advisors | 1,633 | $604.1K | 0.06% | +66+4.2% | Added |
| Tyche Wealth Partners LLC | 1,635 | $604.7K | 0.10% | +1+0.1% | Added |
| Brown Miller Wealth Management, LLC | 1,640 | $606.7K | 0.17% | −6−0.4% | Reduced |
| BankChampaign, National Association | 1,641 | $607.1K | 0.60% | +1,641 | New |
| Acorn Wealth Advisors, LLC | 1,644 | $608.2K | 0.18% | +2+0.1% | Added |
| Tempo Wealth, LLC | 1,649 | $610.1K | 0.11% | +1,649 | New |
| Cary Street Partner Investment Advisory LLC | 1,655 | $612.3K | 0.17% | −87−5.0% | Reduced |
| Oliver Luxxe Assets LLC | 1,659 | $613.7K | 0.09% | −423−20.3% | Reduced |
| NFP Retirement, Inc. | 1,659 | $613.7K | 0.04% | +6+0.4% | Added |
| Kaizen Financial Strategies | 1,661 | $614.5K | 0.27% | −81−4.6% | Reduced |
| Valley National Advisers Inc | 1,664 | $615.0K | 0.09% | +193+13.1% | Added |
| Motco | 1,668 | $617.1K | 0.06% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,672 | $618.6K | 0.05% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,676 | $620.1K | 0.09% | +117+7.5% | Added |
| Arcataur Capital Management LLC | 1,678 | $620.8K | 0.18% | −10−0.6% | Reduced |
| Income Insurance Ltd | 1,679 | $621.1K | 0.40% | +1,679 | New |
| Thompson Investment Management, Inc. | 1,681 | $621.9K | 0.08% | −100−5.6% | Reduced |
| Integrated Investment Consultants, LLC | 1,688 | $624.5K | 0.12% | −49−2.8% | Reduced |
| Reyes Financial Architecture, Inc. | 1,692 | $626.0K | 0.38% | −51−2.9% | Reduced |
| Capital Advisors Inc | 1,693 | $626.3K | 0.01% | −79−4.5% | Reduced |
| Harbour Trust & Investment Management Co | 1,697 | $627.8K | 0.06% | −5−0.3% | Reduced |
| True North Advisors, LLC | 1,698 | $628.3K | 0.08% | −33−1.9% | Reduced |
| Zevenbergen Capital Investments LLC | 1,700 | $628.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,700 | $628.9K | 0.11% | +1,144+205.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,702 | $629.0K | 0.13% | +160+10.4% | Added |
| Patten Group, Inc. | 1,704 | $630.4K | 0.12% | +215+14.4% | Added |
| OneAscent Wealth Management LLC | 1,705 | $630.8K | 0.21% | +358+26.6% | Added |
| Lake Street Financial LLC | 1,706 | $631.1K | 0.08% | +2+0.1% | Added |
| Palumbo Wealth Management LLC | 1,706 | $631.1K | 0.16% | +1,706 | New |
| Smith, Moore & Co. | 1,707 | $631.5K | 0.05% | −101−5.6% | Reduced |
| Keudell/Morrison Wealth Management | 1,707 | $631.5K | 0.13% | +1,707 | New |
| Cache Advisors, LLC | 1,708 | $631.9K | 0.08% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,712 | $633.5K | 0.14% | −11−0.6% | Reduced |
| Midway Capital Research & Management | 1,713 | $633.7K | 0.62% | +1,713 | New |
| Centaurus Financial, Inc. | 1,715 | $634.0K | 0.03% | −9−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,715 | $634.5K | 0.12% | +48+2.9% | Added |
| Zullo Investment Group, Inc. | 1,720 | $636.6K | 0.23% | −162−8.6% | Reduced |
| Phillips Wealth Planners LLC | 1,774 | $637.9K | 0.51% | +201+12.8% | Added |
| Tennessee Valley Asset Management Partners | 1,726 | $638.5K | 0.08% | −67−3.7% | Reduced |
| Silver Oak Securities, Inc | 1,712 | $639.2K | 0.04% | +25+1.5% | Added |
| TFR Capital, LLC. | 1,730 | $640.0K | 0.21% | +43+2.5% | Added |
| Relyea Zuckerberg Hanson LLC | 1,741 | $644.1K | 0.07% | −199−10.3% | Reduced |
| Ellis Investment Partners, LLC | 1,741 | $644.4K | 0.11% | +2+0.1% | Added |
| Alteri Wealth LLC | 1,748 | $646.8K | 0.21% | −27−1.5% | Reduced |
| Waters Parkerson & Co., LLC | 1,749 | $647.0K | 0.03% | −362−17.1% | Reduced |
| Oxford Asset Management LLP | 1,749 | $647.0K | 0.23% | +1,749 | New |
| Kelman-Lazarov, Inc. | 1,750 | $647.4K | 0.09% | −73−4.0% | Reduced |
| Davis Investment Partners, LLC | 1,745 | $650.6K | 0.23% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,760 | $651.1K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 1,762 | $651.9K | 0.02% | +130+8.0% | Added |
| Heritage Investment Group, Inc. | 1,764 | $652.6K | 0.10% | −57−3.1% | Reduced |
| Stanley-Laman Group, Ltd. | 1,764 | $652.6K | 0.08% | 00.0% | Unchanged |
| Wealthquest Corp | 1,766 | $653.3K | 0.05% | +1,766 | New |
| Hantz Financial Services, Inc. | 1,767 | $654.0K | 0.01% | +584+49.4% | Added |
| Schubert & Co | 1,771 | $655.2K | 0.52% | −8−0.4% | Reduced |
| Atlantic Trust, LLC | 1,779 | $658.2K | 0.10% | +280+18.7% | Added |
| Sivia Capital Partners, LLC | 1,784 | $660.0K | 0.13% | −37−2.0% | Reduced |
| Liberty Wealth Management LLC | 1,722 | $661.3K | 0.09% | −32−1.8% | Reduced |
| Legend Capital Advisors LLC | 1,793 | $663.3K | 0.37% | +1,793 | New |
| Cromwell Holdings LLC | 1,793 | $663.3K | 0.36% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,797 | $664.7K | 0.12% | −166−8.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 1,802 | $666.6K | 0.44% | −57−3.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,804 | $667.4K | 0.08% | +13+0.7% | Added |
| Flagship Private Wealth, LLC | 1,806 | $668.2K | 0.26% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,811 | $670.0K | 0.31% | −215−10.6% | Reduced |
| Thryve Wealth Management LLC | 1,812 | $670.3K | 0.33% | +1,812 | New |
| Centurion Wealth Management LLC | 1,813 | $670.7K | 0.15% | +3+0.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,817 | $672.2K | 0.29% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,819 | $672.8K | 0.22% | −154−7.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,819 | $672.9K | 0.26% | −115−5.9% | Reduced |
| Whitener Capital Management, Inc. | 1,820 | $673.3K | 0.15% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,822 | $674.0K | 0.20% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 1,823 | $674.4K | 0.32% | +202+12.5% | Added |
| Sage Private Wealth Group, LLC | 1,825 | $675.0K | 0.36% | +59+3.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,827 | $675.9K | 0.06% | −4−0.2% | Reduced |
| Sunpointe, LLC | 1,831 | $677.4K | 0.22% | +934+104.1% | Added |
| Valmark Advisers, Inc. | 1,843 | $682.0K | 0.01% | +228+14.1% | Added |
| TradeWell Securities, LLC. | 1,845 | $682.5K | 0.27% | −57−3.0% | Reduced |
| Everest Financial Group LLC | 1,849 | $683.9K | 0.15% | +1,849 | New |
| Brown, Lisle/Cummings, Inc. | 1,849 | $684.0K | 0.17% | −75−3.9% | Reduced |
| Nwam LLC | 1,886 | $685.9K | 0.04% | −43−2.2% | Reduced |
| Patton Albertson Miller Group, LLC | 1,861 | $688.5K | 0.08% | +24+1.3% | Added |
| Global Assets Advisory, LLC | 1,863 | $689.2K | 0.20% | +41+2.3% | Added |
| Raleigh Capital Management Inc. | 1,864 | $689.4K | 0.25% | −41−2.2% | Reduced |
| CDM Financial Counseling Services, Inc. | 1,866 | $690.2K | 0.65% | +1,866 | New |
| LaSalle St. Investment Advisors, LLC | 1,867 | $691.0K | 0.11% | +24+1.3% | Added |
| Palisade Capital Management LLC | 1,868 | $691.1K | 0.02% | +1,868 | New |
| Simplicity Wealth,LLC | 1,869 | $691.4K | 0.04% | +223+13.5% | Added |
| Pettyjohn, Wood & White, Inc | 1,870 | $691.8K | 0.11% | +267+16.7% | Added |
| Maridea Wealth Management LLC | 1,871 | $692.2K | 0.10% | +3+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 1,873 | $692.9K | 0.13% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,876 | $694.0K | 0.26% | 00.0% | Unchanged |
| Future Fund LLC | 1,877 | $694.4K | 0.24% | −252−11.8% | Reduced |
| Keystone Wealth Services, LLC | 1,878 | $694.6K | 0.15% | −90−4.6% | Reduced |
| Victory Financial Group, LLC | 1,879 | $695.1K | 0.09% | +184+10.9% | Added |
| Ancora Advisors, LLC | 1,887 | $698.0K | 0.01% | +161+9.3% | Added |
| Prairieview Wealth Partners, LLC | 1,889 | $698.8K | 0.63% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 1,893 | $700.3K | 0.17% | +1,893 | New |
| Legacy Financial Strategies, LLC | 1,893 | $700.3K | 0.12% | +103+5.8% | Added |