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 |
|---|---|---|---|---|---|
| Northstar Advisory Group, LLC | 5,343 | $1.98M | 0.70% | −106−1.9% | Reduced |
| Community Bank, N.A. | 5,355 | $1.98M | 0.23% | −75−1.4% | Reduced |
| Abundance Wealth Counselors | 5,355 | $1.98M | 0.33% | −98−1.8% | Reduced |
| Miller Capital Partners, Inc. | 5,376 | $1.99M | 1.02% | +5,376 | New |
| CWA Asset Management Group, LLC | 5,386 | $1.99M | 0.07% | +164+3.1% | Added |
| Laurel Wealth Advisors LLC | 5,390 | $1.99M | 0.26% | −77−1.4% | Reduced |
| Taylor Frigon Capital Management LLC | 5,414 | $2.00M | 1.01% | −2,017−27.1% | Reduced |
| MainStreet Investment Advisors LLC | 5,422 | $2.01M | 0.29% | −439−7.5% | Reduced |
| Spirepoint Private Client, LLC | 5,441 | $2.01M | 0.19% | +691+14.5% | Added |
| Alpine Bank Wealth Management | 5,445 | $2.01M | 0.29% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,450 | $2.02M | 0.60% | −205−3.6% | Reduced |
| Sapient Capital LLC | 5,443 | $2.03M | 0.03% | −190−3.4% | Reduced |
| Icon Advisers Inc | 5,500 | $2.03M | 0.44% | 00.0% | Unchanged |
| Parrish Capital LLC | 5,504 | $2.04M | 1.84% | +5,504 | New |
| AlphaCore Capital LLC | 5,512 | $2.04M | 0.05% | +2,747+99.3% | Added |
| Acropolis Investment Management, LLC | 5,523 | $2.04M | 0.09% | +320+6.2% | Added |
| Northcape Wealth Management, LLC | 5,527 | $2.04M | 0.58% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,532 | $2.05M | 0.15% | −185−3.2% | Reduced |
| Hager Investment Management Services, LLC | 5,543 | $2.05M | 1.12% | +1,422+34.5% | Added |
| Integrity Alliance, LLC. | 5,547 | $2.05M | 0.08% | +1,230+28.5% | Added |
| Capital Analysts, LLC | 5,574 | $2.06M | 0.06% | +46+0.8% | Added |
| 3Chopt Investment Partners, LLC | 5,590 | $2.07M | 0.46% | −108−1.9% | Reduced |
| Insight Advisors, LLC | 5,590 | $2.07M | 0.31% | −118−2.1% | Reduced |
| KRS Capital Management, LLC | 5,598 | $2.07M | 1.19% | −4−0.1% | Reduced |
| North Star Investment Management Corp. | 5,616 | $2.08M | 0.13% | +928+19.8% | Added |
| Private Trust Co NA | 5,620 | $2.08M | 0.18% | +46+0.8% | Added |
| Journey Retirement Planning & Investment Management LLC | 5,628 | $2.08M | 0.43% | +5,628 | New |
| Associated Banc-Corp | 5,632 | $2.08M | 0.05% | −230−3.9% | Reduced |
| Crewe Advisors LLC | 5,632 | $2.08M | 0.18% | −20.0% | Reduced |
| Checchi Capital Advisers, LLC | 5,647 | $2.09M | 0.14% | −26−0.5% | Reduced |
| Premier Path Wealth Partners, LLC | 5,653 | $2.09M | 0.27% | +171+3.1% | Added |
| Buckingham Strategic Partners | 5,656 | $2.09M | 0.03% | +1,290+29.5% | Added |
| Stonebrook Private Inc. | 5,672 | $2.10M | 0.44% | +26+0.5% | Added |
| Cadent Capital Advisors, LLC | 5,682 | $2.10M | 0.56% | +1,263+28.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,698 | $2.11M | 0.12% | +4,615+426.1% | Added |
| Transatlantique Private Wealth LLC | 5,704 | $2.11M | 0.66% | −270−4.5% | Reduced |
| Souders Financial Advisors | 5,850 | $2.16M | 0.25% | +128+2.2% | Added |
| Highline Wealth Partners LLC | 5,854 | $2.17M | 0.61% | +19+0.3% | Added |
| Washington Trust Advisors, Inc. | 5,890 | $2.18M | 0.17% | −27−0.5% | Reduced |
| Stokes Family Office, LLC | 5,890 | $2.18M | 0.20% | −153−2.5% | Reduced |
| Lakeshore Capital Group, Inc. | 5,891 | $2.18M | 1.74% | +101+1.7% | Added |
| Legacy Edge Advisors, LLC | 5,897 | $2.18M | 0.24% | −145−2.4% | Reduced |
| Interchange Capital Partners, LLC | 5,904 | $2.18M | 0.41% | +59+1.0% | Added |
| Monte Financial Group, LLC | 5,908 | $2.19M | 0.81% | −126−2.1% | Reduced |
| YHB Investment Advisors, Inc. | 5,917 | $2.19M | 0.15% | −43−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 5,924 | $2.19M | 0.08% | +1,218+25.9% | Added |
| Busey Wealth Management | 5,927 | $2.19M | 0.06% | −4−0.1% | Reduced |
| Sage Mountain Advisors LLC | 5,928 | $2.19M | 0.12% | −341−5.4% | Reduced |
| DRW Securities, LLC | 5,942 | $2.20M | 0.17% | −4,160−41.2% | Reduced |
| Verition Fund Management LLC | 5,952 | $2.20M | 0.01% | −3,142−34.6% | Reduced |
| Cozad Asset Management Inc | 5,966 | $2.21M | 0.17% | +481+8.8% | Added |
| Equity Investment Corp | 5,967 | $2.21M | 0.04% | −869−12.7% | Reduced |
| Hohimer Wealth Management, LLC | 5,970 | $2.21M | 0.30% | +64+1.1% | Added |
| Harbour Investments, Inc. | 6,014 | $2.23M | 0.05% | +4+0.1% | Added |
| B&L Asset Management LLC | 6,017 | $2.23M | 1.00% | +20+0.3% | Added |
| Fielder Capital Group LLC | 6,018 | $2.23M | 0.47% | +19+0.3% | Added |
| Citadel Investment Advisory, Inc. | 6,032 | $2.23M | 0.96% | 00.0% | Unchanged |
| SWP Investment Management LLC | 6,048 | $2.24M | 1.62% | +1,548+34.4% | Added |
| Weil Company, Inc. | 6,055 | $2.24M | 0.52% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,056 | $2.24M | 0.03% | −6,988−53.6% | Reduced |
| First Western Trust Bank | 6,060 | $2.24M | 0.11% | +2,283+60.4% | Added |
| First Bank & Trust | 6,065 | $2.24M | 0.37% | +6,065 | New |
| Grove Bank & Trust | 6,079 | $2.25M | 0.25% | −7−0.1% | Reduced |
| Kimelman & Baird, LLC | 6,087 | $2.25M | 0.17% | +4,837+387.0% | Added |
| Net Worth Advisory Group | 6,101 | $2.26M | 0.46% | +223+3.8% | Added |
| Paragon Private Wealth Management, LLC | 6,119 | $2.26M | 0.69% | +298+5.1% | Added |
| DSG Capital Advisors, LLC | 6,337 | $2.26M | 0.34% | +1,704+36.8% | Added |
| Vinva Investment Management Ltd | 6,073 | $2.27M | 0.03% | −5,462−47.4% | Reduced |
| Trust Asset Management LLC | 6,182 | $2.29M | 0.16% | −240−3.7% | Reduced |
| Stablepoint Partners, LLC | 6,183 | $2.29M | 0.36% | −267−4.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,201 | $2.29M | 0.10% | +7+0.1% | Added |
| Diligent Investors, LLC | 6,202 | $2.29M | 0.56% | +10.0% | Added |
| Rational Advisors LLC | 6,204 | $2.30M | 0.24% | −2,500−28.7% | Reduced |
| Canopy Partners, LLC | 6,211 | $2.30M | 0.75% | +61+1.0% | Added |
| Piscataqua Savings Bank | 6,212 | $2.30M | 1.61% | −70−1.1% | Reduced |
| O'Domhnaill Enterprises, Inc. | 6,236 | $2.31M | 2.16% | +6,236 | New |
| Gen-Wealth Partners Inc | 6,251 | $2.31M | 0.74% | +741+13.4% | Added |
| RMB Capital Management, LLC | 6,256 | $2.31M | 0.04% | −196−3.0% | Reduced |
| RMR Capital Management, LLC | 6,260 | $2.32M | 1.67% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6,249 | $2.33M | 0.60% | +873+16.2% | Added |
| CenterBook Partners LP | 6,318 | $2.34M | 0.11% | +4,699+290.2% | Added |
| Krilogy Financial LLC | 6,436 | $2.34M | 0.08% | +488+8.2% | Added |
| Excalibur Management Corp | 6,331 | $2.34M | 0.84% | −395−5.9% | Reduced |
| Leavell Investment Management, Inc. | 6,338 | $2.34M | 0.10% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 6,342 | $2.35M | 0.17% | +1,163+22.5% | Added |
| Avestar Capital, LLC | 6,348 | $2.35M | 0.16% | +45+0.7% | Added |
| MCF Advisors LLC | 6,358 | $2.35M | 0.13% | +3,125+96.7% | Added |
| Parisi Gray Wealth Management | 6,373 | $2.36M | 0.54% | +30.0% | Added |
| S&CO Inc | 6,386 | $2.36M | 0.15% | 00.0% | Unchanged |
| First National Trust Co | 6,430 | $2.38M | 0.08% | −503−7.3% | Reduced |
| Meridian Wealth Management, LLC | 6,433 | $2.38M | 0.08% | +807+14.3% | Added |
| Fort Point Capital Partners LLC | 6,657 | $2.38M | 0.29% | +535+8.7% | Added |
| Berkshire Bank | 6,456 | $2.39M | 0.48% | −1,194−15.6% | Reduced |
| BancorpSouth Bank | 6,472 | $2.39M | 0.14% | −37−0.6% | Reduced |
| Solitude Financial Services | 6,473 | $2.39M | 0.79% | +589+10.0% | Added |
| Palisade Asset Management, LLC | 6,494 | $2.40M | 0.23% | −134−2.0% | Reduced |
| Bluefin Capital Management, LLC | 6,500 | $2.40M | 0.68% | +6,500 | New |
| First Citizens Bank & Trust Co | 6,501 | $2.41M | 0.05% | +681+11.7% | Added |
| Inkwell Capital LLC | 6,501 | $2.41M | 2.44% | −100−1.5% | Reduced |
| Lee Danner & Bass Inc | 6,502 | $2.41M | 0.17% | 00.0% | Unchanged |