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
- 3,044
- +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 | 2,913 | $174.8B |
| Q4 2025 | 3,044 | $216.8B |
| Q3 2025 | 2,759 | $193.4B |
| Q2 2025 | 2,720 | $189.9B |
| Q1 2025 | 2,628 | $160.7B |
| Q4 2024 | 2,643 | $177.5B |
| Q3 2024 | 2,460 | $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 |
|---|---|---|---|---|---|
| Legacy Financial Strategies, LLC | 1,893 | $700.3K | 0.12% | +103+5.8% | Added |
| Downshift Financial, LLC | 1,979 | $702.7K | 0.43% | +1,979 | New |
| Wittenberg Investment Management, Inc. | 1,900 | $702.9K | 0.27% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 1,900 | $703.0K | 0.33% | 00.0% | Unchanged |
| Perpetual Ltd | 1,901 | $703.3K | 0.01% | +617+48.1% | Added |
| Retirement Planning Group | 1,912 | $707.3K | 0.02% | −48−2.4% | Reduced |
| Clarendon Private LLC | 1,912 | $707.3K | 0.60% | +24+1.3% | Added |
| Ashton Thomas Securities, LLC | 1,916 | $708.8K | 0.13% | −52−2.6% | Reduced |
| Davidson Trust Co | 1,919 | $709.9K | 0.30% | +5+0.3% | Added |
| Capstone Financial Advisors, Inc. | 1,927 | $712.8K | 0.04% | −12−0.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,929 | $713.8K | 0.52% | −2−0.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,930 | $714.0K | 0.02% | +61+3.3% | Added |
| Independent Family Office, LLC | 1,932 | $714.7K | 0.30% | 00.0% | Unchanged |
| MOR Wealth Management, LLC | 1,938 | $717.0K | 0.33% | +1,938 | New |
| Legacy Capital Group California, Inc. | 1,949 | $721.0K | 0.17% | −37−1.9% | Reduced |
| Ballast Advisors LLC | 1,951 | $721.8K | 0.20% | −13−0.7% | Reduced |
| Tripletail Wealth Management, LLC | 1,955 | $723.3K | 0.92% | 00.0% | Unchanged |
| Wisconsin Wealth Advisors, LLC | 1,957 | $723.9K | 0.71% | −181−8.5% | Reduced |
| JFS Wealth Advisors, LLC | 1,958 | $724.2K | 0.04% | +59+3.1% | Added |
| Blume Capital Management, Inc. | 1,963 | $726.2K | 0.13% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,964 | $727.0K | 0.02% | −440−18.3% | Reduced |
| Adirondack Trust Co | 1,972 | $729.5K | 0.24% | −65−3.2% | Reduced |
| Petros Family Wealth, LLC | 1,972 | $729.5K | 0.49% | +26+1.3% | Added |
| Meadow Creek Wealth Advisors LLC | 1,973 | $729.9K | 0.47% | +91+4.8% | Added |
| Churchill Financial Advisors, LLC | 1,974 | $730.3K | 0.22% | +1,974 | New |
| Athena Investment Management | 1,979 | $732.1K | 0.38% | −332−14.4% | Reduced |
| Genesee Capital Advisors, LLC | 1,979 | $732.2K | 0.29% | −17−0.9% | Reduced |
| Harbor Advisors LLC | 2,000 | $739.9K | 0.11% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 2,000 | $739.9K | 0.30% | 00.0% | Unchanged |
| Optas, LLC | 2,000 | $739.9K | 0.12% | +336+20.2% | Added |
| Magnolia Capital Management Ltd | 2,000 | $740.0K | 0.55% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 2,007 | $742.5K | 0.29% | −97−4.6% | Reduced |
| Capital Advantage, Inc. | 2,012 | $744.5K | 0.10% | +12+0.6% | Added |
| Sippican Capital Advisors | 2,014 | $745.1K | 0.48% | −470−18.9% | Reduced |
| KPP Advisory Services LLC | 2,017 | $746.2K | 0.11% | −3−0.1% | Reduced |
| Tanager Wealth Management LLP | 2,018 | $746.5K | 0.07% | −170−7.8% | Reduced |
| Breakwater Capital Group | 2,019 | $746.9K | 0.10% | −162−7.4% | Reduced |
| Indivisible Partners | 2,020 | $747.4K | 0.08% | +2,020 | New |
| Root Financial Partners, LLC | 2,021 | $747.6K | 0.04% | −2−0.1% | Reduced |
| KKM Financial LLC | 2,023 | $748.4K | 0.13% | −2−0.1% | Reduced |
| Evansbrook LLC | 2,026 | $749.5K | 0.50% | +2,026 | New |
| Thrive Wealth Management, LLC | 2,029 | $750.6K | 0.11% | −15−0.7% | Reduced |
| Signature Wealth Management Partners, LLC | 2,029 | $750.6K | 0.37% | 00.0% | Unchanged |
| First National Bank of Omaha | 2,030 | $751.0K | 0.02% | +2,030 | New |
| Atala Financial Inc | 2,032 | $751.7K | 0.48% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 2,033 | $752.1K | 0.16% | +31+1.5% | Added |
| BridgePort Financial Solutions, LLC | 2,043 | $756.0K | 0.20% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 2,047 | $757.3K | 0.15% | +35+1.7% | Added |
| Old North State Trust, LLC | 2,050 | $758.0K | 0.45% | +282+16.0% | Added |
| Adell Harriman & Carpenter Inc | 2,050 | $758.4K | 0.05% | +1,119+120.2% | Added |
| Berger Financial Group, Inc | 2,052 | $759.3K | 0.04% | −180−8.1% | Reduced |
| Northbridge Financial Group, LLC | 2,054 | $760.0K | 0.34% | +2,054 | New |
| Dynamic Technology Lab Private Ltd | 2,054 | $760.0K | 0.17% | +2,054 | New |
| Pacitti Group Inc. | 2,057 | $761.0K | 0.28% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,061 | $762.4K | 0.13% | −23−1.1% | Reduced |
| Third View Private Wealth, LLC | 2,072 | $766.4K | 0.10% | +2,072 | New |
| Advyzon Investment Management, LLC | 2,072 | $766.7K | 0.09% | +851+69.7% | Added |
| Fortress Private Ledger, LLC | 2,077 | $768.5K | 0.25% | +522+33.6% | Added |
| Sovereign Financial Group, Inc. | 2,077 | $768.5K | 0.14% | +261+14.4% | Added |
| Schonfeld Strategic Advisors LLC | 2,081 | $769.9K | 0.00% | −1,179−36.2% | Reduced |
| Rhodes Investment Advisors Inc | 2,090 | $773.2K | 0.63% | +2,090 | New |
| Transcend Wealth Collective, LLC | 2,092 | $773.8K | 0.06% | −234−10.1% | Reduced |
| Aries Wealth Management | 2,098 | $776.2K | 0.17% | +25+1.2% | Added |
| Wealth Architects, LLC | 2,099 | $776.5K | 0.07% | −15−0.7% | Reduced |
| Alta Advisers Ltd | 2,102 | $777.6K | 0.28% | −640−23.3% | Reduced |
| West Family Investments, Inc. | 2,104 | $778.4K | 0.18% | −259−11.0% | Reduced |
| XML Financial, LLC | 2,106 | $779.0K | 0.06% | +708+50.6% | Added |
| Camden National Bank | 2,107 | $779.5K | 0.11% | −11−0.5% | Reduced |
| Philip James Wealth Mangement, LLC | 2,109 | $780.2K | 0.09% | 00.0% | Unchanged |
| Plan A Wealth LLC | 2,111 | $781.0K | 0.38% | +129+6.5% | Added |
| Midland Wealth Advisors LLC | 2,112 | $781.3K | 0.04% | −1,440−40.5% | Reduced |
| Keystone Financial Group | 2,112 | $781.4K | 0.06% | +52+2.5% | Added |
| Oxford Financial Group Ltd | 2,112 | $781.5K | 0.04% | +100+5.0% | Added |
| Charter Trust Co | 2,126 | $786.5K | 0.05% | −26−1.2% | Reduced |
| Bangor Savings Bank | 2,128 | $787.3K | 0.06% | −37−1.7% | Reduced |
| New Republic Capital, LLC | 2,130 | $787.8K | 0.21% | +1,161+119.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,129 | $788.0K | 0.04% | +150+7.6% | Added |
| FSM Wealth Advisors, LLC | 2,130 | $788.1K | 0.11% | +101+5.0% | Added |
| Regatta Capital Group, LLC | 2,135 | $789.7K | 0.12% | −110−4.9% | Reduced |
| Horizon Family Wealth, Inc. | 2,138 | $790.9K | 0.42% | +5+0.2% | Added |
| MEMBERS Trust Co | 2,139 | $791.3K | 0.03% | +29+1.4% | Added |
| Curat Global, LLC | 2,140 | $791.6K | 0.88% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 2,140 | $791.9K | 0.12% | +10.0% | Added |
| Addison Capital Co | 2,144 | $793.2K | 0.20% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,152 | $796.1K | 0.40% | −24−1.1% | Reduced |
| BigSur Wealth Management LLC | 2,153 | $796.5K | 0.19% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,157 | $798.1K | 0.06% | −80−3.6% | Reduced |
| Compass Capital Corp | 2,203 | $798.3K | 0.31% | +83+3.9% | Added |
| Sentinus, LLC | 2,166 | $801.3K | 0.08% | +200+10.2% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,170 | $802.8K | 0.61% | +2,170 | New |
| Macroview Investment Management LLC | 2,171 | $803.2K | 0.55% | +67+3.2% | Added |
| Facet Wealth, Inc. | 2,252 | $803.9K | 0.01% | +725+47.5% | Added |
| Westmount Partners, LLC | 2,185 | $808.4K | 0.20% | +104+5.0% | Added |
| Outlook Wealth Advisors, LLC | 2,186 | $808.7K | 0.18% | −678−23.7% | Reduced |
| Partnership Wealth Management, LLC | 2,188 | $809.3K | 0.58% | −52−2.3% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,189 | $809.8K | 0.07% | +2,189 | New |
| Quantum Private Wealth, LLC | 2,190 | $810.2K | 0.24% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,194 | $811.5K | 0.02% | −26−1.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,197 | $812.9K | 0.06% | +79+3.7% | Added |
| Security National Bank of So Dak | 2,200 | $813.9K | 0.40% | 00.0% | Unchanged |