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
- 1,125 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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 3,157 | $1.17M | 0.49% | +2,532+405.1% | Added |
| Edgestream Partners, L.P. | 3,158 | $1.17M | 0.03% | +3,158 | New |
| Baker Tilly Wealth Management, LLC | 3,158 | $1.17M | 0.29% | +429+15.7% | Added |
| SeaCrest Wealth Management, LLC | 3,094 | $1.17M | 0.12% | −71−2.2% | Reduced |
| Geneos Wealth Management Inc. | 3,167 | $1.17M | 0.03% | +30+1.0% | Added |
| LGT Fund Management Co Ltd. | 3,138 | $1.17M | 0.09% | +473+17.7% | Added |
| Legato Capital Management LLC | 3,169 | $1.17M | 0.10% | +3,169 | New |
| Lavelle Capital LP | 3,170 | $1.17M | 0.74% | +3,170 | New |
| Frec Markets, Inc. | 3,180 | $1.18M | 0.34% | +3,180 | New |
| Cooper Financial Group | 3,181 | $1.18M | 0.13% | +183+6.1% | Added |
| Marshall Financial Group LLC | 3,185 | $1.18M | 0.23% | +2,257+243.2% | Added |
| Duncker Streett & Co Inc | 3,186 | $1.18M | 0.21% | 00.0% | Unchanged |
| Odyssey Capital Advisors, Inc. | 3,190 | $1.18M | 1.05% | +3,190 | New |
| Howe & Rusling Inc | 3,191 | $1.18M | 0.08% | +1,576+97.6% | Added |
| Continuum Advisory, LLC | 3,212 | $1.19M | 0.12% | −55−1.7% | Reduced |
| Elevated Financial Group LLC | 3,229 | $1.19M | 0.41% | +3,229 | New |
| L2 Asset Management, LLC | 3,232 | $1.20M | 0.16% | −5,280−62.0% | Reduced |
| Altfest L J & Co Inc | 3,232 | $1.20M | 0.13% | −172−5.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,240 | $1.20M | 0.28% | −3,560−52.4% | Reduced |
| Strategic Investment Advisors | 3,242 | $1.20M | 0.10% | −221−6.4% | Reduced |
| Armis Advisers, LLC | 4,072 | $1.20M | 0.14% | −1,141−21.9% | Reduced |
| Cetera Trust Company, N.A | 3,260 | $1.21M | 0.65% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 3,440 | $1.21M | 0.27% | +1,926+127.2% | Added |
| Allen Investment Management LLC | 3,279 | $1.21M | 0.01% | +1,303+65.9% | Added |
| ZEGA Investments, LLC | 3,290 | $1.22M | 0.24% | +38+1.2% | Added |
| Union Bancaire Privee, UBP SA | 4,129 | $1.22M | 0.02% | +3,979+2,652.7% | Added |
| WBH Advisory Inc | 3,294 | $1.22M | 0.09% | −30−0.9% | Reduced |
| Abacus Wealth Partners, LLC | 3,303 | $1.22M | 0.12% | +2,471+297.0% | Added |
| Quantum Financial Advisors, LLC | 3,323 | $1.23M | 0.14% | +965+40.9% | Added |
| Aprio Wealth Management, LLC | 3,328 | $1.23M | 0.07% | +1,801+117.9% | Added |
| S-Bank Fund Management Ltd | 3,336 | $1.23M | 0.16% | −847−20.2% | Reduced |
| TownSquare Capital, LLC | 3,343 | $1.24M | 0.28% | −41−1.2% | Reduced |
| LVW Advisors, LLC | 3,356 | $1.24M | 0.13% | −123−3.5% | Reduced |
| Green Harvest Asset Management LLC | 3,366 | $1.25M | 0.02% | +110+3.4% | Added |
| Rexford Capital Inc | 3,367 | $1.25M | 0.94% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3,374 | $1.25M | 0.27% | +3,374 | New |
| Sigma Investment Counselors Inc | 3,378 | $1.25M | 0.06% | 00.0% | Unchanged |
| Embree Financial Group | 3,385 | $1.25M | 0.15% | −11−0.3% | Reduced |
| Golden State Equity Partners | 3,392 | $1.25M | 0.20% | +1,271+59.9% | Added |
| Platform Technology Partners | 3,422 | $1.27M | 0.27% | +18+0.5% | Added |
| Colonial Trust Co | 3,426 | $1.27M | 0.17% | −1,490−30.3% | Reduced |
| Alchemi Wealth, LLC | 3,437 | $1.27M | 0.70% | +3,437 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 3,441 | $1.27M | 0.15% | −665−16.2% | Reduced |
| Oak Asset Management, LLC | 3,442 | $1.27M | 0.43% | −138−3.9% | Reduced |
| Bahl & Gaynor Inc | 3,448 | $1.28M | 0.01% | +150+4.5% | Added |
| Defined Wealth Management, LLC | 3,452 | $1.28M | 0.74% | +19+0.6% | Added |
| Alexander Randolph Advisory, Inc. | 3,453 | $1.28M | 1.06% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,461 | $1.28M | 0.27% | −55−1.6% | Reduced |
| Alerus Financial NA | 3,467 | $1.28M | 0.06% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,487 | $1.29M | 0.06% | +380+12.2% | Added |
| Reynders McVeigh Capital Management, LLC | 3,506 | $1.30M | 0.06% | +502+16.7% | Added |
| Verus Capital Partners, LLC | 3,507 | $1.30M | 0.09% | −90−2.5% | Reduced |
| Childress Capital Advisors, LLC | 3,518 | $1.30M | 0.21% | +233+7.1% | Added |
| Nilsine Partners, LLC | 3,523 | $1.30M | 0.11% | +296+9.2% | Added |
| MidWestOne Financial Group, Inc. | 3,524 | $1.30M | 0.14% | +107+3.1% | Added |
| Profit Investment Management, LLC | 3,541 | $1.31M | 5.29% | 00.0% | Unchanged |
| Seven Mile Advisory | 3,556 | $1.32M | 0.23% | +494+16.1% | Added |
| Pathway Financial Advisers, LLC | 3,564 | $1.32M | 0.38% | −20−0.6% | Reduced |
| Tobam | 3,575 | $1.32M | 0.32% | +3,214+890.3% | Added |
| Elyxium Wealth, LLC | 3,582 | $1.33M | 0.37% | +115+3.3% | Added |
| Bell Bank | 3,583 | $1.33M | 0.06% | +250+7.5% | Added |
| Enclave Advisors LLC | 3,585 | $1.33M | 0.19% | −6−0.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,590 | $1.33M | 0.30% | +233+6.9% | Added |
| Philadelphia Trust Co | 3,595 | $1.33M | 0.09% | 00.0% | Unchanged |
| Saybrook Capital | 3,600 | $1.33M | 0.33% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 3,600 | $1.33M | 0.88% | −325−8.3% | Reduced |
| Angeles Wealth Management, LLC | 3,606 | $1.33M | 0.07% | +651+22.0% | Added |
| United Asset Strategies, Inc. | 3,612 | $1.34M | 0.10% | −77−2.1% | Reduced |
| Conway Capital Management, Inc. | 3,625 | $1.34M | 0.57% | +250+7.4% | Added |
| Sunflower Bank, N.A. | 3,626 | $1.34M | 0.34% | −108−2.9% | Reduced |
| Stance Capital LLC | 3,631 | $1.34M | 0.49% | −500−12.1% | Reduced |
| Values First Advisors, Inc. | 3,632 | $1.34M | 0.70% | +316+9.5% | Added |
| Founders Financial Alliance, LLC | 3,635 | $1.35M | 0.25% | +175+5.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,641 | $1.35M | 0.05% | −381−9.5% | Reduced |
| Texas Yale Capital Corp. | 3,648 | $1.35M | 0.04% | +125+3.5% | Added |
| Weaver Capital Management LLC | 3,654 | $1.35M | 0.29% | +260+7.7% | Added |
| Prescott Group Capital Management, L.L.C. | 3,662 | $1.35M | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,681 | $1.36M | 0.09% | +829+29.1% | Added |
| Cambria Investment Management, L.P. | 3,690 | $1.36M | 0.08% | +1,559+73.2% | Added |
| Keating Financial Advisory Services, Inc. | 3,690 | $1.37M | 0.19% | +3,690 | New |
| Hills Bank & Trust Co | 3,694 | $1.37M | 0.08% | +207+5.9% | Added |
| Ameritas Advisory Services, LLC | 3,701 | $1.37M | 0.05% | +433+13.2% | Added |
| Advisory Alpha, LLC | 3,709 | $1.37M | 0.04% | +476+14.7% | Added |
| Skba Capital Management LLC | 3,712 | $1.37M | 0.19% | −27−0.7% | Reduced |
| Ellevest, Inc. | 3,722 | $1.38M | 0.19% | −150−3.9% | Reduced |
| Pure Financial Advisors, Inc. | 3,722 | $1.38M | 0.02% | +220+6.3% | Added |
| Portus Wealth Advisors, LLC | 3,734 | $1.38M | 1.30% | +177+5.0% | Added |
| Great Diamond Partners, LLC | 3,738 | $1.38M | 0.27% | −73−1.9% | Reduced |
| InvesTrust | 3,750 | $1.39M | 0.54% | −450−10.7% | Reduced |
| Shay Capital LLC | 3,750 | $1.39M | 0.22% | +3,750 | New |
| Byrne Asset Management LLC | 3,765 | $1.39M | 0.78% | +5+0.1% | Added |
| TCG Advisory Services, LLC | 3,766 | $1.39M | 0.04% | +3,766 | New |
| Financial Management Network Inc | 3,740 | $1.39M | 0.22% | +29+0.8% | Added |
| WealthPlan Investment Management, LLC | 3,777 | $1.40M | 0.09% | +3,777 | New |
| Evelyn Partners Investment Management LLP | 3,779 | $1.40M | 0.04% | −170−4.3% | Reduced |
| Bannerstone Capital Management, LLC | 3,780 | $1.40M | 1.34% | +3,780 | New |
| PDT Partners, LLC | 3,800 | $1.41M | 0.09% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,804 | $1.41M | 0.33% | +1,981+108.7% | Added |
| Sage Rhino Capital LLC | 3,806 | $1.41M | 0.27% | −91−2.3% | Reduced |
| Cornerstone Wealth Management, LLC | 3,811 | $1.41M | 0.07% | −138−3.5% | Reduced |