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 |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 2,610 | $965.6K | 0.10% | −140−5.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,616 | $967.8K | 0.42% | 00.0% | Unchanged |
| Exchange Bank | 2,616 | $967.8K | 0.67% | −63−2.4% | Reduced |
| Umpqua Bank | 2,619 | $968.9K | 0.27% | −16−0.6% | Reduced |
| SkyView Investment Advisors, LLC | 2,620 | $969.0K | 0.12% | +249+10.5% | Added |
| Central Bank & Trust Co | 2,620 | $969.3K | 0.15% | +29+1.1% | Added |
| Clarius Group, LLC | 2,626 | $971.5K | 0.06% | −880−25.1% | Reduced |
| Channel Wealth LLC | 2,626 | $971.5K | 0.25% | −25−0.9% | Reduced |
| Kathmere Capital Management, LLC | 2,627 | $971.9K | 0.07% | +783+42.5% | Added |
| RFP Financial Group LLC | 2,637 | $975.6K | 0.47% | −21−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 2,638 | $975.8K | 0.07% | −612−18.8% | Reduced |
| Ausdal Financial Partners, Inc. | 2,641 | $976.8K | 0.05% | −97−3.5% | Reduced |
| Essex Savings Bank | 2,641 | $977.0K | 0.21% | −161−5.7% | Reduced |
| Triangle Securities Wealth Management | 2,642 | $977.4K | 0.21% | −46−1.7% | Reduced |
| Silverberg Bernstein Capital Management LLC | 2,645 | $978.5K | 0.57% | 00.0% | Unchanged |
| Numerai GP LLC | 2,649 | $980.0K | 0.12% | 00.0% | Unchanged |
| PeakShares LLC | 2,652 | $981.1K | 0.96% | +2,652 | New |
| Provenance Wealth Advisors, LLC | 2,654 | $981.8K | 0.11% | −10−0.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,655 | $982.2K | 0.29% | −12−0.4% | Reduced |
| Waddell & Associates, LLC | 2,655 | $982.2K | 0.07% | +17+0.6% | Added |
| Shufro Rose & Co LLC | 2,663 | $985.2K | 0.07% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,668 | $986.9K | 0.07% | −554−17.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,669 | $987.2K | 0.13% | −241−8.3% | Reduced |
| Brookwood Investment Group LLC | 2,670 | $987.9K | 0.12% | +187+7.5% | Added |
| Wellspring Financial Advisors, LLC | 2,669 | $988.8K | 0.08% | +1,574+143.7% | Added |
| Castleark Management LLC | 2,675 | $989.6K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,680 | $991.5K | 0.07% | +800+42.6% | Added |
| Borer Denton & Associates, Inc. | 2,687 | $994.0K | 0.34% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,690 | $995.2K | 0.26% | −6−0.2% | Reduced |
| Klingman & Associates, LLC | 2,692 | $995.9K | 0.05% | −723−21.2% | Reduced |
| Legacy Financial Advisors, Inc. | 2,692 | $996.0K | 0.14% | −260−8.8% | Reduced |
| Phoenix Wealth Advisors | 2,707 | $1.00M | 0.39% | −44−1.6% | Reduced |
| Sendero Wealth Management, LLC | 2,708 | $1.00M | 0.11% | +28+1.0% | Added |
| Hunter Associates Investment Management LLC | 2,709 | $1.00M | 0.13% | +5+0.2% | Added |
| Cypress Capital Group | 2,723 | $1.01M | 0.11% | +586+27.4% | Added |
| Basepoint Wealth LLC | 2,725 | $1.01M | 0.61% | −82−2.9% | Reduced |
| Tritonpoint Wealth, LLC | 2,732 | $1.01M | 0.10% | −70−2.5% | Reduced |
| Midwest Financial Group LLC | 2,733 | $1.01M | 0.45% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,730 | $1.01M | 0.04% | +333+13.9% | Added |
| Indiana Trust & Investment Management CO | 2,745 | $1.02M | 0.30% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,754 | $1.02M | 0.04% | −39−1.4% | Reduced |
| Purus Wealth Management, LLC | 2,766 | $1.02M | 0.32% | −93−3.3% | Reduced |
| Signet Financial Management, LLC | 2,767 | $1.02M | 0.11% | +1,992+257.0% | Added |
| Hobbs Group Advisors, LLC | 2,781 | $1.03M | 0.31% | 00.0% | Unchanged |
| Benin Management CORP | 2,789 | $1.03M | 0.23% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 2,789 | $1.03M | 0.70% | −2−0.1% | Reduced |
| LongView Wealth Management | 2,873 | $1.03M | 0.25% | −31−1.1% | Reduced |
| Ocean Capital Management, LLC | 2,797 | $1.03M | 0.21% | −198−6.6% | Reduced |
| Kearns & Associates LLC | 2,800 | $1.04M | 0.54% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,800 | $1.04M | 1.32% | −4−0.1% | Reduced |
| Icapital Wealth LLC | 2,800 | $1.04M | 0.50% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,802 | $1.04M | 0.10% | 00.0% | Unchanged |
| Brian Low Financial Group, LLC | 2,809 | $1.04M | 0.74% | +213+8.2% | Added |
| Warther Private Wealth, LLC | 2,813 | $1.04M | 0.25% | +13+0.5% | Added |
| Belpointe Asset Management LLC | 2,824 | $1.05M | 0.04% | −96−3.3% | Reduced |
| Arrow Financial Corp | 2,839 | $1.05M | 0.10% | −170−5.6% | Reduced |
| Ballast, Inc. | 2,854 | $1.06M | 0.25% | +1,566+121.6% | Added |
| Catalyst Financial Partners LLC | 2,860 | $1.06M | 0.12% | +68+2.4% | Added |
| Trustmark National Bank Trust Department | 2,861 | $1.06M | 0.07% | +1,113+63.7% | Added |
| MFA Wealth Services | 2,862 | $1.06M | 0.72% | +17+0.6% | Added |
| Guardian Wealth Advisors, LLC | 2,863 | $1.06M | 0.07% | +7+0.2% | Added |
| Trust Co of Virginia | 2,864 | $1.06M | 0.09% | −85−2.9% | Reduced |
| one8zero8, LLC | 2,865 | $1.06M | 0.23% | −15−0.5% | Reduced |
| Orleans Capital Management Corp | 2,867 | $1.06M | 0.66% | +152+5.6% | Added |
| United Community Bank | 2,870 | $1.06M | 0.40% | +21+0.7% | Added |
| Aigen Investment Management, LP | 2,874 | $1.06M | 0.25% | +2,874 | New |
| Capital Markets Trading UK LLP | 2,875 | $1.06M | 1.28% | +943+48.8% | Added |
| Taylor Securities Services, Inc. | 2,882 | $1.07M | 0.49% | +2,882 | New |
| BIP Wealth, LLC | 2,884 | $1.07M | 0.04% | +1,555+117.0% | Added |
| MJP Associates Inc | 2,885 | $1.07M | 0.13% | −760−20.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,899 | $1.07M | 0.41% | +310+12.0% | Added |
| ISAM Funds (UK) Ltd | 2,901 | $1.07M | 0.39% | +2,901 | New |
| Chapman Financial Group, LLC | 2,903 | $1.07M | 0.73% | −50−1.7% | Reduced |
| Steel Peak Wealth Management LLC | 2,909 | $1.08M | 0.04% | −19,306−86.9% | Reduced |
| Cambridge Advisors Inc. | 2,910 | $1.08M | 0.20% | 00.0% | Unchanged |
| Bath Savings Trust Co | 2,923 | $1.08M | 0.11% | +10.0% | Added |
| Centennial Bank | 2,931 | $1.08M | 0.43% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,944 | $1.09M | 0.13% | +4+0.1% | Added |
| Capital Investment Advisory Services, LLC | 2,976 | $1.10M | 0.08% | +1,700+133.2% | Added |
| Tradition Wealth Management, LLC | 2,991 | $1.11M | 0.08% | +39+1.3% | Added |
| Ulysses Management LLC | 3,000 | $1.11M | 0.29% | −2,000−40.0% | Reduced |
| West Branch Capital LLC | 3,002 | $1.11M | 0.29% | +1,106+58.3% | Added |
| Legacy Wealth Management, LLC | 3,015 | $1.12M | 0.30% | +15+0.5% | Added |
| Scissortail Wealth Management, LLC | 3,017 | $1.12M | 0.25% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 3,019 | $1.12M | 0.16% | +343+12.8% | Added |
| Pekin Hardy Strauss, Inc. | 3,057 | $1.13M | 0.10% | +8+0.3% | Added |
| Phoenix Holdings Ltd. | 3,058 | $1.13M | 0.01% | +1,167+61.7% | Added |
| Matrix Asset Advisors Inc | 3,066 | $1.13M | 0.10% | −2−0.1% | Reduced |
| Milestone Asset Management, LLC | 3,074 | $1.14M | 0.21% | −191−5.8% | Reduced |
| Quotient Wealth Partners, LLC | 3,083 | $1.14M | 0.03% | +48+1.6% | Added |
| Westfuller Advisors, LLC | 3,094 | $1.14M | 0.46% | −94−2.9% | Reduced |
| Clean Yield Group | 3,095 | $1.14M | 0.32% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,098 | $1.15M | 0.06% | −81−2.5% | Reduced |
| PDS Planning, Inc | 3,113 | $1.15M | 0.08% | −242−7.2% | Reduced |
| CFO4Life Group, LLC | 3,119 | $1.15M | 0.16% | −166−5.1% | Reduced |
| Richwood Investment Advisors, LLC | 3,216 | $1.16M | 0.83% | −75−2.3% | Reduced |
| Novem Group | 3,124 | $1.16M | 0.13% | +3,124 | New |
| Resolute Wealth Strategies, LLC | 3,124 | $1.16M | 0.51% | +114+3.8% | Added |
| Mayflower Financial Advisors, LLC | 3,126 | $1.16M | 0.14% | −534−14.6% | Reduced |
| Lewis Asset Management, LLC | 3,149 | $1.16M | 0.47% | −217−6.4% | Reduced |