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; 3,021 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 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 4,474 | $1.66M | 0.14% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 4,477 | $1.66M | 0.12% | +272+6.5% | Added |
| Guardian Investment Management | 4,492 | $1.66M | 1.33% | −100−2.2% | Reduced |
| Manchester Capital Management LLC | 4,492 | $1.66M | 0.23% | +331+8.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,500 | $1.66M | 0.81% | 00.0% | Unchanged |
| Invst, LLC | 4,518 | $1.67M | 0.18% | −890−16.5% | Reduced |
| Arbor Capital Management Inc | 4,433 | $1.67M | 1.40% | −332−7.0% | Reduced |
| Cambridge Financial Group, LLC | 5,427 | $1.68M | 0.58% | +47+0.9% | Added |
| Trust Point Inc. | 4,561 | $1.69M | 0.13% | −58−1.3% | Reduced |
| First Command Advisory Services, Inc. | 4,562 | $1.69M | 0.01% | +170+3.9% | Added |
| Apella Capital, LLC | 4,573 | $1.69M | 0.03% | +193+4.4% | Added |
| Morse Asset Management, Inc | 4,580 | $1.69M | 0.34% | 00.0% | Unchanged |
| Sentry LLC | 4,591 | $1.70M | 0.46% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 4,591 | $1.70M | 0.46% | +115+2.6% | Added |
| SageView Advisory Group, LLC | 4,614 | $1.71M | 0.06% | −2,516−35.3% | Reduced |
| Pflug Koory, LLC | 4,636 | $1.72M | 0.80% | 00.0% | Unchanged |
| Marble Wealth, LLC | 4,651 | $1.72M | 0.24% | +4,651 | New |
| Woodstock Corp | 4,652 | $1.72M | 0.15% | −4−0.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 4,653 | $1.72M | 0.79% | +1,531+49.0% | Added |
| Rockland Trust Co | 4,656 | $1.72M | 0.07% | −326−6.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,657 | $1.72M | 0.14% | +4,657 | New |
| Leisure Capital Management | 4,663 | $1.73M | 0.57% | +8+0.2% | Added |
| Twelve Points Wealth Management LLC | 4,597 | $1.73M | 0.39% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,672 | $1.73M | 0.03% | +1,352+40.7% | Added |
| Wealthcare Advisory Partners LLC | 4,672 | $1.73M | 0.03% | +154+3.4% | Added |
| Muirfield Wealth Advisors LLC | 4,673 | $1.73M | 1.27% | −106−2.2% | Reduced |
| Barden Capital Management, Inc. | 4,687 | $1.73M | 1.42% | +69+1.5% | Added |
| TCI Wealth Advisors, Inc. | 4,714 | $1.74M | 0.10% | −17−0.4% | Reduced |
| SageGuard Financial Group, LLC | 4,715 | $1.74M | 0.28% | +4,715 | New |
| Ledyard National Bank | 4,722 | $1.75M | 0.15% | −459−8.9% | Reduced |
| Csenge Advisory Group | 4,723 | $1.75M | 0.08% | −321−6.4% | Reduced |
| Patten & Patten Inc | 4,728 | $1.75M | 0.10% | −46−1.0% | Reduced |
| Alaethes Wealth LLC | 4,739 | $1.75M | 0.49% | +4,739 | New |
| Minot DeBlois Advisors LLC | 4,746 | $1.76M | 1.58% | −31−0.6% | Reduced |
| Aventura Private Wealth, LLC | 4,758 | $1.76M | 0.63% | −4−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,760 | $1.76M | 0.30% | −370−7.2% | Reduced |
| Schear Investment Advisers, LLC | 4,761 | $1.76M | 0.76% | +1,222+34.5% | Added |
| Mystic Asset Management, Inc. | 4,770 | $1.76M | 0.40% | +58+1.2% | Added |
| Aspiriant, LLC | 4,778 | $1.77M | 0.05% | +430+9.9% | Added |
| Papp L Roy & Associates | 4,779 | $1.77M | 0.20% | +279+6.2% | Added |
| Saxon Interests, Inc. | 4,785 | $1.77M | 0.63% | +8+0.2% | Added |
| Argentarii, LLC | 4,794 | $1.77M | 0.60% | +10.0% | Added |
| Beaumont Asset Management, L.L.C. | 4,798 | $1.78M | 0.89% | −86−1.8% | Reduced |
| First Dallas Securities Inc. | 4,799 | $1.78M | 0.66% | +25+0.5% | Added |
| Magnus Financial Group LLC | 4,802 | $1.78M | 0.14% | +204+4.4% | Added |
| PFG Advisors | 4,807 | $1.78M | 0.09% | −372−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,809 | $1.78M | 0.05% | −139−2.8% | Reduced |
| Olistico Wealth, LLC | 4,839 | $1.79M | 0.87% | +407+9.2% | Added |
| Accurate Wealth Management, LLC | 4,786 | $1.80M | 0.23% | +327+7.3% | Added |
| Alps Advisors Inc | 4,865 | $1.80M | 0.01% | −260−5.1% | Reduced |
| Wealth Alliance | 4,886 | $1.81M | 0.18% | −452−8.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,685 | $1.81M | 0.17% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,905 | $1.81M | 0.14% | +106+2.2% | Added |
| Carr Financial Group Corp | 4,917 | $1.82M | 0.48% | +33+0.7% | Added |
| Nicholas Hoffman & Company, LLC. | 4,921 | $1.82M | 0.04% | −75−1.5% | Reduced |
| Focus Financial Network, Inc. | 4,934 | $1.83M | 0.06% | −213−4.1% | Reduced |
| Bank of Hawaii | 4,936 | $1.83M | 0.09% | −104−2.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,943 | $1.83M | 0.09% | −3,794−43.4% | Reduced |
| William Allan, LLC | 4,944 | $1.83M | 1.04% | −212−4.1% | Reduced |
| Ignite Planners, LLC | 5,194 | $1.83M | 0.28% | +281+5.7% | Added |
| Accredited Investors Inc. | 4,968 | $1.84M | 0.10% | 00.0% | Unchanged |
| Weik Capital Management | 4,993 | $1.85M | 0.69% | −45−0.9% | Reduced |
| Spirit of America Management Corp | 5,000 | $1.85M | 0.39% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5,019 | $1.86M | 1.58% | −50−1.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 5,044 | $1.87M | 1.30% | 00.0% | Unchanged |
| Pecaut & Co. | 5,050 | $1.87M | 0.60% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,051 | $1.87M | 0.08% | −8−0.2% | Reduced |
| Portfolio Design Labs, LLC | 5,069 | $1.88M | 0.31% | +65+1.3% | Added |
| Bradyco, Inc. | 5,074 | $1.88M | 2.33% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,076 | $1.88M | 0.04% | +68+1.4% | Added |
| Cambient Family Office, LLC | 5,083 | $1.88M | 0.27% | +5,083 | New |
| Northern Financial Advisors Inc | 5,084 | $1.88M | 2.15% | −3,713−42.2% | Reduced |
| WealthTrust Axiom LLC | 5,088 | $1.88M | 0.48% | 00.0% | Unchanged |
| Griffith & Werner, Inc. | 5,092 | $1.88M | 0.96% | +43+0.9% | Added |
| Leo Wealth, LLC | 5,093 | $1.88M | 0.14% | +1,410+38.3% | Added |
| Factorial Partners, LLC | 5,100 | $1.89M | 1.25% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,102 | $1.89M | 0.75% | −11−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,112 | $1.89M | 0.09% | −49−0.9% | Reduced |
| Sterling Wealth Management, Inc. | 5,135 | $1.90M | 0.54% | −10.0% | Reduced |
| Stratos Wealth Advisors, LLC | 5,139 | $1.90M | 0.09% | +116+2.3% | Added |
| Aspire Private Capital, LLC | 5,151 | $1.91M | 0.42% | −132−2.5% | Reduced |
| Cornerstone Planning Group LLC | 5,339 | $1.91M | 0.30% | +19+0.4% | Added |
| Element Capital Management LLC | 5,165 | $1.91M | 0.99% | +5,165 | New |
| Garde Capital, Inc. | 5,177 | $1.92M | 0.11% | +20+0.4% | Added |
| WSFS Capital Management, LLC | 5,178 | $1.92M | 0.09% | +184+3.7% | Added |
| Vectors Research Management, LLC | 5,183 | $1.92M | 0.59% | −106−2.0% | Reduced |
| Wellington Shields & Co., LLC | 5,186 | $1.92M | 0.47% | +167+3.3% | Added |
| Strategic Advisors LLC | 5,193 | $1.92M | 0.30% | −233−4.3% | Reduced |
| Ramirez Asset Management, Inc. | 5,199 | $1.92M | 0.25% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 5,204 | $1.93M | 0.76% | −742−12.5% | Reduced |
| Spinnaker Trust | 5,214 | $1.93M | 0.10% | +135+2.7% | Added |
| NBZ Investment Advisors LLC | 5,238 | $1.94M | 0.85% | −166−3.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,392 | $1.94M | 0.02% | +26+0.5% | Added |
| Cigna Investments Inc | 5,250 | $1.94M | 0.28% | −5−0.1% | Reduced |
| Boston Private Wealth LLC | 5,258 | $1.95M | 0.11% | −157−2.9% | Reduced |
| Rydar Equities, Inc. | 5,265 | $1.95M | 1.52% | +20.0% | Added |
| Advisor OS, LLC | 5,269 | $1.95M | 0.16% | −575−9.8% | Reduced |
| Virtus Investment Advisers, Inc. | 5,283 | $1.95M | 0.53% | −618−10.5% | Reduced |
| Norden Group LLC | 5,310 | $1.96M | 0.19% | +85+1.6% | Added |
| Doliver Advisors, LP | 5,329 | $1.97M | 0.49% | +796+17.6% | Added |