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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 3,812 | $1.41M | 0.05% | −48−1.2% | Reduced |
| Physicians Financial Services, Inc. | 3,815 | $1.41M | 0.38% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3,817 | $1.41M | 0.07% | +1,454+61.5% | Added |
| Revisor Wealth Management LLC | 3,835 | $1.41M | 0.38% | +281+7.9% | Added |
| Private Wealth Asset Management, LLC | 3,834 | $1.42M | 0.15% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 3,839 | $1.42M | 0.43% | −18−0.5% | Reduced |
| Koshinski Asset Management, Inc. | 3,848 | $1.42M | 0.09% | −204−5.0% | Reduced |
| Burford Brothers, Inc. | 3,854 | $1.43M | 0.59% | +81+2.1% | Added |
| Centerpoint Advisors, LLC | 3,871 | $1.43M | 0.44% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 3,874 | $1.43M | 1.14% | +101+2.7% | Added |
| Gratus Wealth Advisors, LLC | 3,878 | $1.43M | 0.20% | +166+4.5% | Added |
| MTM Investment Management, LLC | 3,880 | $1.44M | 0.46% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,882 | $1.44M | 0.05% | +2,631+210.3% | Added |
| Sun Financial Inc | 3,887 | $1.44M | 0.80% | +3,887 | New |
| Navis Wealth Advisors, LLC | 3,891 | $1.44M | 0.61% | +33+0.9% | Added |
| Portside Wealth Group, LLC | 3,892 | $1.44M | 0.19% | +443+12.8% | Added |
| Nutshell Asset Management Ltd | 3,900 | $1.44M | 0.51% | +1,500+62.5% | Added |
| Culbertson A N & Co Inc | 3,913 | $1.45M | 0.20% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,913 | $1.45M | 0.08% | −128−3.2% | Reduced |
| GreatBanc Trust CO | 3,921 | $1.45M | 1.02% | −32−0.8% | Reduced |
| Allegheny Financial Group LTD | 3,921 | $1.45M | 0.21% | +5+0.1% | Added |
| Coastal Investment Advisors, Inc. | 3,925 | $1.45M | 0.48% | −604−13.3% | Reduced |
| Paul Damon & Associates, Inc. | 3,933 | $1.46M | 0.65% | +378+10.6% | Added |
| Ark Wealth Advisors LLC | 3,935 | $1.46M | 1.57% | +3,935 | New |
| Washington Trust Co | 3,936 | $1.46M | 0.05% | −215−5.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,939 | $1.46M | 0.15% | +142+3.7% | Added |
| Soltis Investment Advisors LLC | 3,940 | $1.46M | 0.10% | +234+6.3% | Added |
| Plancorp, LLC | 3,950 | $1.46M | 0.04% | −77−1.9% | Reduced |
| Howard Capital Management Inc. | 3,950 | $1.46M | 0.02% | +21+0.5% | Added |
| Bridges Investment Management Inc | 3,954 | $1.46M | 0.02% | −17−0.4% | Reduced |
| Ervin Investment Management, LLC | 3,956 | $1.46M | 0.82% | −190−4.6% | Reduced |
| Clayton Financial Group LLC | 3,963 | $1.47M | 0.75% | +280+7.6% | Added |
| Essex Investment Management Co LLC | 3,965 | $1.47M | 0.22% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,973 | $1.47M | 0.68% | +231+6.2% | Added |
| Orrstown Financial Services Inc | 3,974 | $1.47M | 0.25% | −77−1.9% | Reduced |
| Arwa LLC | 3,984 | $1.47M | 0.86% | +3,984 | New |
| Knightsbridge Asset Management, LLC | 3,986 | $1.47M | 0.24% | −3−0.1% | Reduced |
| GeoWealth Management, LLC | 3,987 | $1.48M | 0.05% | −220−5.2% | Reduced |
| Evanson Asset Management, LLC | 3,990 | $1.48M | 0.08% | −50−1.2% | Reduced |
| Promethium Advisors,llc | 3,991 | $1.48M | 0.80% | 00.0% | Unchanged |
| Moment Partners, LLC | 4,000 | $1.48M | 0.30% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,000 | $1.48M | 0.18% | −31−0.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.48M | 0.72% | +4,000 | New |
| Blue Jean Financial LLC | 4,006 | $1.48M | 1.20% | +4,006 | New |
| Ipswich Investment Management Co., Inc. | 4,016 | $1.49M | 0.34% | −20−0.5% | Reduced |
| Lazari Capital Management, Inc. | 4,020 | $1.49M | 0.50% | +12+0.3% | Added |
| Founders Financial Securities LLC | 4,028 | $1.49M | 0.09% | +1,753+77.1% | Added |
| Next Level Private LLC | 4,028 | $1.49M | 0.39% | −4−0.1% | Reduced |
| Winebrenner Capital Management LLC | 4,037 | $1.49M | 1.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4,044 | $1.50M | 0.17% | +10+0.2% | Added |
| McLaughlin Asset Management, Inc. | 4,047 | $1.50M | 1.34% | +4,047 | New |
| Amarillo National Bank | 4,048 | $1.50M | 0.26% | −108−2.6% | Reduced |
| Quent Capital, LLC | 4,058 | $1.50M | 0.11% | +324+8.7% | Added |
| Whelan Financial | 4,058 | $1.50M | 0.47% | +322+8.6% | Added |
| Larson Financial Group LLC | 4,075 | $1.51M | 0.05% | −761−15.7% | Reduced |
| Marathon Wealth Advisors LLC | 4,092 | $1.51M | 0.60% | +4,092 | New |
| Resources Management Corp | 4,100 | $1.52M | 0.20% | −25−0.6% | Reduced |
| VeraBank, N.A. | 4,116 | $1.52M | 0.28% | −31−0.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,120 | $1.52M | 0.43% | −50−1.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,123 | $1.53M | 0.75% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 4,126 | $1.53M | 0.19% | −94−2.2% | Reduced |
| Leonteq Securities AG | 4,140 | $1.53M | 0.08% | −3,968−48.9% | Reduced |
| Headlands Technologies LLC | 4,160 | $1.54M | 0.13% | +4,160 | New |
| Kovack Advisors, Inc. | 4,165 | $1.54M | 0.07% | +648+18.4% | Added |
| Advisory Research Inc | 4,167 | $1.54M | 0.19% | −904−17.8% | Reduced |
| Delphi Management Inc | 4,179 | $1.55M | 1.51% | −462−10.0% | Reduced |
| Trueblood Wealth Management, LLC | 4,180 | $1.55M | 0.60% | +104+2.6% | Added |
| Verity & Verity, LLC | 4,187 | $1.55M | 0.12% | +1,740+71.1% | Added |
| Atlas Brown,Inc. | 4,205 | $1.56M | 0.46% | +10.0% | Added |
| Tred Avon Family Wealth, LLC | 4,215 | $1.56M | 0.51% | +83+2.0% | Added |
| Davidson Capital Management Inc. | 4,225 | $1.56M | 0.34% | +4,188+11,318.9% | Added |
| Thoroughbred Financial Services, LLC | 4,236 | $1.57M | 0.09% | −9−0.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,238 | $1.57M | 0.12% | +772+22.3% | Added |
| 180 Wealth Advisors, LLC | 4,240 | $1.57M | 0.18% | +266+6.7% | Added |
| IFG Advisors, LLC | 4,241 | $1.57M | 0.26% | +4+0.1% | Added |
| Boyar Asset Management Inc. | 4,258 | $1.58M | 1.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,259 | $1.58M | 0.10% | +79+1.9% | Added |
| Fideuram Asset Management (Ireland) dac | 5,326 | $1.58M | 0.13% | +5,326 | New |
| BSW Wealth Partners | 4,282 | $1.58M | 0.19% | +31+0.7% | Added |
| Schulhoff & Co Inc | 4,300 | $1.59M | 0.67% | 00.0% | Unchanged |
| Core Alternative Capital | 4,305 | $1.59M | 0.44% | −112−2.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,305 | $1.59M | 0.24% | −50−1.1% | Reduced |
| Golden State Wealth Management, LLC | 4,310 | $1.59M | 0.17% | +563+15.0% | Added |
| Essex Financial Services, Inc. | 4,339 | $1.61M | 0.09% | +379+9.6% | Added |
| Riverbend Wealth Management, LLC | 4,340 | $1.61M | 1.01% | +169+4.1% | Added |
| Victrix Investment Advisors | 4,348 | $1.61M | 0.62% | +4,348 | New |
| AXA S.A. | 4,367 | $1.62M | 0.76% | −750−14.7% | Reduced |
| Hilltop Holdings Inc. | 4,380 | $1.62M | 0.10% | −7,753−63.9% | Reduced |
| Legacy Advisors, LLC | 4,387 | $1.62M | 0.17% | +667+17.9% | Added |
| Salem Investment Counselors Inc | 4,400 | $1.63M | 0.05% | +43+1.0% | Added |
| Old Mission Investment Co LLC | 4,406 | $1.63M | 0.39% | −36−0.8% | Reduced |
| Investment Research Partners LLC | 4,413 | $1.63M | 0.70% | +22+0.5% | Added |
| Simmons Bank | 4,418 | $1.63M | 0.11% | −320−6.8% | Reduced |
| Florida Financial Advisors, LLC | 4,452 | $1.64M | 0.45% | +811+22.3% | Added |
| Tompkins Financial Corp | 4,442 | $1.64M | 0.13% | 00.0% | Unchanged |
| Tufton Capital Management | 4,448 | $1.65M | 0.29% | −65−1.4% | Reduced |
| BankPlus Trust Department | 4,452 | $1.65M | 0.43% | +1,600+56.1% | Added |
| Redwood Investment Management, LLC | 4,459 | $1.65M | 0.19% | +2,945+194.5% | Added |
| Bedel Financial Consulting, Inc. | 4,462 | $1.65M | 0.18% | +118+2.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,465 | $1.65M | 0.06% | +171+4.0% | Added |