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 |
|---|---|---|---|---|---|
| Supplemental Annuity Collective Trust of NJ | 2,200 | $813.9K | 0.21% | +2,200 | New |
| Voleon Capital Management LP | 2,201 | $814.3K | 0.02% | −19,309−89.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 2,204 | $815.4K | 0.13% | +2,204 | New |
| MBL Wealth, LLC | 2,204 | $815.4K | 0.07% | +670+43.7% | Added |
| Howland Capital Management LLC | 2,205 | $815.7K | 0.03% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,210 | $817.6K | 0.00% | +163+8.0% | Added |
| ORG Wealth Partners, LLC | 2,210 | $817.7K | 0.19% | −254−10.3% | Reduced |
| Chapin Davis, Inc. | 2,212 | $818.3K | 0.19% | −6−0.3% | Reduced |
| Visionary Wealth Advisors | 2,212 | $818.4K | 0.04% | +100+4.7% | Added |
| MWA Asset Management | 2,217 | $820.3K | 0.46% | −95−4.1% | Reduced |
| Perennial Investment Advisors, LLC | 2,217 | $820.8K | 0.06% | +87+4.1% | Added |
| Rossmore Private Capital | 2,237 | $827.5K | 0.07% | +216+10.7% | Added |
| Connecticut Wealth Management, LLC | 2,237 | $827.6K | 0.04% | +8+0.4% | Added |
| SLT Holdings LLC | 2,244 | $830.2K | 0.55% | +965+75.4% | Added |
| One Wealth Advisors, LLC | 2,248 | $831.6K | 0.10% | −100−4.3% | Reduced |
| Financial Planning Hawaii, Inc. | 2,255 | $834.1K | 0.48% | +2,255 | New |
| All Terrain Financial Advisors, LLC | 2,259 | $835.7K | 0.26% | 00.0% | Unchanged |
| 71 West Capital Partners | 2,260 | $836.1K | 0.04% | +2,260 | New |
| Consultiva Wealth Management, Corp. | 2,262 | $836.8K | 2.35% | −120−5.0% | Reduced |
| Kozak & Associates, Inc. | 2,228 | $836.9K | 0.16% | −256−10.3% | Reduced |
| Traphagen Investment Advisors LLC | 2,266 | $838.1K | 0.07% | +54+2.4% | Added |
| Custom Index Systems, LLC | 2,267 | $838.7K | 0.37% | −932−29.1% | Reduced |
| SGL Investment Advisors, Inc. | 2,367 | $839.4K | 0.34% | +36+1.5% | Added |
| Strategic Blueprint, LLC | 2,276 | $842.0K | 0.05% | −773−25.4% | Reduced |
| Birch Hill Investment Advisors LLC | 2,281 | $843.9K | 0.04% | +31+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,284 | $844.9K | 0.13% | −140−5.8% | Reduced |
| Arq Wealth Advisors, LLC | 2,286 | $845.7K | 0.23% | −150−6.2% | Reduced |
| Fell Capital Management | 2,290 | $847.2K | 0.83% | +2,290 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,301 | $851.3K | 0.05% | +26+1.1% | Added |
| VisionPoint Advisory Group, LLC | 2,304 | $852.4K | 0.17% | −110−4.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,315 | $855.0K | 0.33% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,315 | $856.4K | 0.30% | +1,409+155.5% | Added |
| Sage Capital Management, LLC | 2,324 | $859.8K | 0.40% | −171−6.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,325 | $860.0K | 0.27% | +22+1.0% | Added |
| Secure Asset Management, LLC | 2,332 | $862.9K | 0.14% | −134−5.4% | Reduced |
| David Loasby | 2,400 | $862.9K | 0.06% | +7+0.3% | Added |
| PFC Capital Group, Inc. | 2,335 | $863.0K | 0.36% | −62−2.6% | Reduced |
| Millstone Evans Group, LLC | 2,342 | $866.4K | 0.51% | −88−3.6% | Reduced |
| Meridian Wealth Advisors, LLC | 2,343 | $866.8K | 0.12% | −121−4.9% | Reduced |
| Sound Income Strategies, LLC | 2,380 | $868.3K | 0.04% | +1,932+431.3% | Added |
| Waterloo Capital, L.P. | 2,350 | $869.4K | 0.06% | +880+59.9% | Added |
| Bristol John W & Co Inc | 2,351 | $869.8K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,357 | $871.9K | 0.06% | +2+0.1% | Added |
| Diversified Enterprises, LLC | 2,361 | $873.3K | 0.05% | +3+0.1% | Added |
| Kavar Capital Partners Group, LLC | 2,364 | $874.6K | 0.12% | +2+0.1% | Added |
| Monetary Management Group Inc | 2,375 | $878.6K | 0.20% | 00.0% | Unchanged |
| Parkway Wealth Management Group, LLC | 2,385 | $882.3K | 0.12% | +2,385 | New |
| Drucker Wealth 3.0, LLC | 2,386 | $882.8K | 0.16% | +48+2.1% | Added |
| Round Rock Advisors, LLC | 2,388 | $883.6K | 0.13% | +6+0.3% | Added |
| Tower Wealth Partners, Inc. | 2,393 | $885.3K | 0.49% | −5−0.2% | Reduced |
| SmartHarvest Portfolios, LLC | 2,395 | $886.1K | 0.31% | +2,395 | New |
| Confluence Investment Management LLC | 2,400 | $887.9K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,400 | $887.9K | 0.45% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,401 | $888.2K | 0.22% | +14+0.6% | Added |
| McLean Asset Management Corp | 2,482 | $889.0K | 0.16% | +3+0.1% | Added |
| Trust Co | 2,406 | $890.1K | 0.08% | +2,406 | New |
| Prelude Capital Management, LLC | 2,407 | $890.5K | 0.07% | +731+43.6% | Added |
| Coign Capital Advisors LLC | 2,408 | $890.8K | 0.47% | +30+1.3% | Added |
| Delta Investment Management, LLC | 2,409 | $891.4K | 0.15% | +9+0.4% | Added |
| Westbourne Investment Advisors, Inc. | 2,413 | $892.7K | 0.25% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 2,421 | $895.6K | 0.04% | +98+4.2% | Added |
| Brucke Financial, Inc. | 2,421 | $895.6K | 0.49% | −172−6.6% | Reduced |
| Whalen Wealth Management Inc. | 2,424 | $896.8K | 0.48% | +2,424 | New |
| OneAscent Financial Services LLC | 2,429 | $898.7K | 0.08% | +496+25.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2,438 | $901.9K | 0.10% | +40+1.7% | Added |
| Opal Wealth Advisors, LLC | 2,439 | $902.3K | 0.24% | −8−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,442 | $903.4K | 0.09% | −268−9.9% | Reduced |
| Kane Investment Management, Inc. | 2,447 | $905.4K | 0.44% | +85+3.6% | Added |
| Cidel Asset Management Inc | 2,448 | $905.6K | 0.06% | −48−1.9% | Reduced |
| Gryphon Financial Partners LLC | 2,453 | $907.3K | 0.10% | +262+12.0% | Added |
| SG Trading Solutions, LLC | 2,457 | $909.0K | 0.21% | +2,457 | New |
| Aviso Wealth Management | 2,459 | $909.9K | 0.38% | +60+2.5% | Added |
| Outfitter Financial LLC | 2,460 | $910.1K | 0.72% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 2,464 | $911.7K | 0.24% | +353+16.7% | Added |
| MQS Management LLC | 2,467 | $912.7K | 0.54% | +2,467 | New |
| DT Investment Partners, LLC | 2,475 | $915.6K | 0.08% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,480 | $917.3K | 0.19% | −166−6.3% | Reduced |
| Avidian Wealth Solutions, LLC | 2,480 | $917.6K | 0.03% | −40−1.6% | Reduced |
| Northside Capital Management, LLC | 2,485 | $919.3K | 0.08% | −1,128−31.2% | Reduced |
| Arvest Investments, Inc. | 2,506 | $927.1K | 0.13% | −9−0.4% | Reduced |
| Palogic Value Management, L.P. | 2,506 | $927.1K | 0.40% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,508 | $927.8K | 0.50% | 00.0% | Unchanged |
| Union Savings Bank | 2,510 | $928.6K | 0.40% | +2,510 | New |
| Providence First Trust Co | 2,511 | $928.9K | 0.32% | +2,511 | New |
| Millington Financial Advisors, LLC | 2,590 | $930.3K | 0.41% | +10+0.4% | Added |
| RiverFront Investment Group, LLC | 2,524 | $933.8K | 0.02% | +881+53.6% | Added |
| Clear Harbor Asset Management, LLC | 2,531 | $936.3K | 0.06% | +250+11.0% | Added |
| Unified Investment Management | 2,532 | $936.6K | 0.95% | −29−1.1% | Reduced |
| Keel Point, LLC | 2,537 | $938.6K | 0.06% | −122−4.6% | Reduced |
| Jain Global LLC | 2,545 | $941.5K | 0.01% | −17,792−87.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,545 | $941.6K | 0.03% | +7+0.3% | Added |
| Auxano Advisors, LLC | 2,548 | $942.5K | 0.19% | +65+2.6% | Added |
| Legal Advantage Investments, Inc. | 2,550 | $943.4K | 0.44% | −300−10.5% | Reduced |
| American National Bank | 2,562 | $947.8K | 0.09% | −1,496−36.9% | Reduced |
| Summit Global Investments | 2,563 | $948.0K | 0.06% | +2,563 | New |
| Lifeworks Advisors, LLC | 2,581 | $954.7K | 0.12% | −161−5.9% | Reduced |
| Marino, Stram & Associates LLC | 2,582 | $955.1K | 0.17% | +205+8.6% | Added |
| Twin Lakes Capital Management, LLC | 2,584 | $955.9K | 0.42% | −15−0.6% | Reduced |
| Marietta Investment Partners LLC | 2,598 | $961.1K | 0.19% | −23−0.9% | Reduced |
| Pioneer Trust Bank N A | 2,600 | $961.9K | 0.22% | 00.0% | Unchanged |